Federal Tax Updates

Senior Tax Breaks, Social Security Timing, and IRMAA Appeals

Roger 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 deductio

Live from the IRS Tax Forum: New Orleans

Roger 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 h

The IRS Just Made First-Time Penalty Abatement Automatic

Roger 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 Treasur

Trump Accounts, NIL Tax Chaos, and Automatic Penalty Relief

Roger 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 ov

Turning Tax Chaos Into Revenue Opportunities

Roger 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

What's New at the IRS Tax Forums

Roger 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 Ta

The $50 Million Bottleneck Inside the IRS CAF System

Bob 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 entirel

Off-Season, On Notice: Refund Deadlines and a New IRS

Roger 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-o

Live from the NAEA Fly-In: A Filing Season Debrief

Roger 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 p

Don't Cool Off Yet: Post-Tax Season Actions That Matter

Roger 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 w

Hackers Don't Take Tax Season Off

IRS 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

Roger 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

40% Through: Filing Season Updates & Legislative Chaos

Roger 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 sta

Tips, Overtime, and Meals: What's Actually Happening This Filing Season

Roger 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 clien

"Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season

NAEA 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

Washington Watch: Filing Season Pressures and Legislative Gridlock

Roger 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 bud

2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm

Roger 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, s

Navigate the One Big Beautiful Bill Act for Tax Season 2026

This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal T

Why That $350K Practice Isn't Worth What You Think

Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down th

Getting the Band Back Together: Former Commissioner Werfel on IRS Challenges Ahead

Former IRS Commissioner Danny Werfel and longtime agency communications chief Terry Lemons join Roger and Annie for a candid Thanksgiving conversation about the mounting