Episode Details

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 Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.

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Chapters

• (00:00) - Welcome and Guest Intro
• (01:03) - What National Public Liaison Does
• (03:50) - Tax Forum Season Overview
• (05:01) - Cities Dates and Logistics
• (05:57) - What Makes Forums Different
• (10:02) - Pricing and Registration Deadlines
• (11:27) - Case Resolution and Digital Help
• (13:48) - Day Zero Practice Management
• (18:08) - Exhibit Hall and Networking Perks
• (19:52) - Sellouts and Final Forum Tips
• (23:13) - Transition to Other Updates
• (24:12) - Kwong Case Appeal and Deadlines
• (29:54) - Succession Planning OPR Alert
• (39:56) - IRS Hiring and Practitioner Office Changes
• (44:17) - Taxpayer Assistance and Service Act
• (51:01) - Wrap Up and Next Episode

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