The Tax Professionals Podcast

• TTPP114: Pass Your CTA Exams by Not Being One of These 10 Types of Students with Nitin Rabheru

  Send us a textThere are common reasons why, time and time again, students fail their Chartered Tax Adviser (CTA) exams. To explain these, Nitin and I have created the “10 types of bad CTA students”, and to make it more memorable, we have assigned a name (hopefully fun names) to each one.In the episode, we talk through each bad type of student to help you identify any bad traits in yourself or you staff, and then we summarise our advice to increase the changes of you or your staff passing.Show notes: thetaxprofessionalspodcast.com/TTPP114Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(4:00) Bad Type of CTA Student #1: The Quirkmeister(9:00) Bad Type of CTA Student #2: The Negative Nell(14:30) The Bad Type of CTA Student #3: The Sloth, Lazebag or Deluded(20:30) Bad Type of CTA Student #4: The One Trick Pony(24:30) Bad Type of CTA Student #5: The Stickler(28:30) Bad Type of CTA Student #6: The Mock Master or Drill Sergant(39:00) Bad Type of CTA Student #7: Blame Thrower(42:30) Bad Type of CTA Student #8:  The Shortcut Seeker(47:15) Bad Type of CTA Student #9: The Last Minuter(55:15) Bad Type of CTA Student #10: The Legislation LoveResources – Other CTA Podcasts:All other exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/Particularly recommend: TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceFree DownloadsFREE – CTA Study Phase Checklist so you can make sure you ‘complete’ the study phase before revision, going into revision as prepared as you canFREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in thereFREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tinWebinarsMastering the ATT/CTA Exams – Retake Support and Success StrategiesMastering the APS Paper – Insights and Strategies for SuccessRevision Help and Top Tips for CTA Exams – Essential guidance for effective preparationGet access here: https://www.pro-recruitment.co.uk/microsite/att-cta-webinars 

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• TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours

  Send us a textI share the key benefits of exceptional tax technical ability is and why you should aim to have this, illustrated through a real client story with highs, lows, disappointment, and me being considered a charlatan, by two lawyers. But who was right?Show notes: thetaxprofessionalspodcast.com/TTPP113Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll Learn(2:30) Story: The Million Pound Employee Payout(12:00) Story debrief(14:15) What I mean by technical knowledge, ability and skills(15:00) Key benefits of exceptional technical knowledge, skills, and ability(20:00) Why you should aim to develop exception technical knowledge, skills and abilityResourcesMasterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I’s tax guidance/resources

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• TTPP112: Winning Tax Work: From 0 Clients to Hundreds in 4 Years with James Edwards

  Send us a textHear how James Edwards has won so much tax work that he’s become too busy, so that you can win more work yourself.Show notes: thetaxprofessionalspodcast.com/TTPP112Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnInto from James(3:45) James’s beliefs around winning tax work(6:30) Winning work in the beginning and did James tax on too many bad fit clients initially?(13:45) How James has got to the point of winning so much tax work and where it comes from(21:00) How James Splits his time between his 3 work-winning areas/avenues and taking risks(33:00) An example of how James wins tax work from referrers(51:00) Helping clients see the value in the work you doResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I’s tax guidance/resources

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• Podcast Break for Christmas, Recommended Eps from 2024, and Update From Me

  Send us a textInfo re Christmas podcast break, when the next episode will be, what the next two episodes will be, recommended eps from 2024 to listen to if you haven't already, and mini update from me.Show notes: thetaxprofessionalspodcast.com/Xmas24Subscribe: thetaxprofessionalspodcast.com/subscribeRecommended Episodes from 2024TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy RylanceTTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart)TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTaxTTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick RothenbergResourcesMasterclasses for tax professionals:Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidanceTax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I’s tax guidance/resourcesContact Me:[email protected]: https://www.linkedin.com/in/jackbonehill94/ 

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• TTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy Sauvage

  Send us a textBetter serve your clients, should they be caught up in tax fraud or a Code of Practice 9 (COP9) situation. Lucy Sauvage, our guest for this episode, explains what COP9 is, what a typical COP9 enquiry looks like, advice to prevent you messing up a COP9 enquiry, examples of common tax frauds and a story where Lucy’s client left HMRC with almost no choice but to pursue a criminal investigation into them.Show notes: thetaxprofessionalspodcast.com/TTPP111Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnA bit about Lucy’s career(4:45) A big about COP9 and what it is(7:30) Who instigates COP9? HMRC or taxpayer?(9:00) What is and isn’t tax fraud?(13:00) What prompts HMRC to open a COP9 enquiry?(16:30) What a typical COP9 enquiry looks like, the process(24:15) What are some of the tax frauds Lucy has seen? Examples(32:15) Risks associated with going down the COP9 route (to taxpayer and their tax advisor/accountant)(37:45) Can COP9 apply to businesses as well as individuals?(39:45) Any COP9 disaster stories that Lucy has(47:00) Typical COP9 mistakes and how tax advisors and taxpayers avoid COP9 going badly?(51:15) Should COP9 enquiries always be handled by specialists?ResourcesMasterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients valueRegister for a free 1-month trial for Croner-I’s tax guidance/resourcesContact Me:[email protected]: https://www.linkedin.com/in/jackbonehill94/ 

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