Buckle up: It’s tax season. So what better time to explore all things tax?

On this episode, David is joined by Bill Harden, Associate Professor at the Joseph M. Bryan School of Business and Economics at the University of North Carolina, Greensboro. With over 30 years of experience, he’s become an expert on individual and corporate tax — and so much more.

Episode Highlights

  • Is 2023 really what some people are calling a ‘light tax season’? (06:30)
  • Secure 2 and confusing start dates (09:20)
  • The 4-1-1 on Green Energy and Green Vehicle Credits (11:28)
  • Required Minimum Distributions (23:17)
  • Virtual currency (33:10)
  • Employee Retention Credit (42:00)
  • Beneficial Ownership Information Reporting (54:50)