Podcast Episodes

What's New at the IRS Tax Forums

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…

4 hours ago

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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

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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

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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

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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

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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

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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

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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

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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

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"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

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