Podcast Episodes
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Episode 92
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 summe…
an hour ago
The $50 Million Bottleneck Inside the IRS CAF System
Episode 77
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 an…
2 weeks ago
Off-Season, On Notice: Refund Deadlines and a New IRS
Episode 76
Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisig…
4 weeks ago
Live from the NAEA Fly-In: A Filing Season Debrief
Episode 75
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…
1 month, 2 weeks ago
Don't Cool Off Yet: Post-Tax Season Actions That Matter
Episode 74
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, …
2 months ago
Hackers Don't Take Tax Season Off
Episode 73
IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 20…
2 months, 2 weeks ago
Free Money on the Table: What the Kwong Case Means for Your Clients
Episode 72
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 …
2 months, 4 weeks ago
40% Through: Filing Season Updates & Legislative Chaos
Episode 71
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 final…
3 months, 1 week ago
Tips, Overtime, and Meals: What's Actually Happening This Filing Season
Episode 70
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 di…
3 months, 3 weeks ago
"Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season
Episode 69
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 — in…
4 months, 1 week ago