Federal Tax Updates
di Roger Harris, EA and Annie Schwab, CPA
Ultimo episodio
Opportunity Zones Explained: Tax Benefits, Community Impact, and…
Opportunity Zones Explained: Tax Benefits, Community Impact, and…
Informazioni su questo podcast
CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
Episodi
I 20 episodi più recenti su 95
- Opportunity Zones Explained: Tax Benefits, Community Impact, and What’s Next · 55 min · Episodio 86Roger and Annie are joined by Jonathan Tower, founder and CEO of Arctaris Impact Investors, to break down Opportunity Zones 2.0, the permanent version of the program that…
- Tax Season Never Ends: What to Do Before the Next One · 51 min · Episodio 85Roger and Annie lay out what tax pros should tackle between the October 15 extension deadline and next tax season, from IRS online accounts, WISP updates, and adding a second…
- Rightsizing Your Accounting Firm Before Tax Season · 57 min · Episodio 84Roger Harris is joined by Amanda Aguillard, COO of Padgett, to share what they heard from accounting firm owners on this summer's IRS and association conference tour: owners are…
- Senior Tax Breaks, Social Security Timing, and IRMAA Appeals · 57 min · Episodio 83Roger and Annie tackle a topic they've never covered before: the tax issues that come with aging, for clients and preparers alike. They break down the new senior deduction…
- Live from the IRS Tax Forum: New Orleans · 54 min · Episodio 82Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he…
- The IRS Just Made First-Time Penalty Abatement Automatic · 55 min · Episodio 81Roger and Annie take a midyear look at how the IRS is holding up: call center struggles, a wave of CP2000, CP05, and CP14 notices, and the sudden departure of top Treasury tax…
- Trump Accounts, NIL Tax Chaos, and Automatic Penalty Relief · 53 min · Episodio 80Roger and Annie cover a mid-year batch of tax updates: new Trump account reporting rules and gift tax relief, the tangled world of NIL taxation (including a court case over an…
- Turning Tax Chaos Into Revenue Opportunities · 60 min · Episodio 79Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than…
- What's New at the IRS Tax Forums · 52 min · Episodio 78Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax…
- The $50 Million Bottleneck Inside the IRS CAF System · 51 min · Episodio 77Bob Kerr returns to break down his Tax Notes article on the IRS's Centralized Authorization File, the decades-old system that processes Forms 2848 and 8821 almost entirely by…
- Off-Season, On Notice: Refund Deadlines and a New IRS · 55 min · Episodio 76Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano, a bumpy phase-out of…
- Live from the NAEA Fly-In: A Filing Season Debrief · 52 min · Episodio 75Roger and Annie take Federal Tax Updates on the road to the NAEA National Fly-In in Washington, D.C., joined by Tax Notes Federal reporter Ben Valdez and a room full of…
- Don't Cool Off Yet: Post-Tax Season Actions That Matter · 53 min · Episodio 74Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while…
- Hackers Don't Take Tax Season Off · 59 min · Episodio 73IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 2024, with over 206,000…
- Free Money on the Table: What the Kwong Case Means for Your Clients · 57 min · Episodio 72Roger sits down with tax controversy attorneys Jessica Marine and Peter Haukebo of Frost Law to unpack a court ruling most tax pros haven't heard of — but probably should act on…
- 40% Through: Filing Season Updates & Legislative Chaos · 55 min · Episodio 71Roger and Annie check in at the 40% mark of filing season, covering a flurry of legislative activity — from a bipartisan Senate bill that would finally create minimum standards…
- Tips, Overtime, and Meals: What's Actually Happening This Filing Season · 57 min · Episodio 70Roger and Annie check in mid-tax-season with a candid look at what's actually landing on desks — from W-2s showing overtime pay coded a half-dozen different ways to clients…
- "Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season · 52 min · Episodio 69NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting…
- Washington Watch: Filing Season Pressures and Legislative Gridlock · 58 min · Episodio 68Roger and Annie welcome back Thad Inge to decode what's happening in Washington DC as filing season kicks off. With potential government shutdowns, billion-dollar IRS budget…
- 2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm · 1 h 0 min · Episodio 67Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior…
