Federal Tax Updates: Daily Summaries Delivered

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-out of paper checks, and stricter e-file matching that tripped up routine returns. The Kwong decision has handed taxpayers a hard July 10 deadline to claim refunds on COVID-era penalties and interest, with new ERC extension options and a possible conservation easement settlement adding to the summer to-do list.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters - Welcome Back From DC - What We Heard In Washington - Busy Season Takeaways - IRS Digital Transformation - CAF Delays And Practitioner Pain - Online Accounts And ID Verification - Paper Checks Phaseout Confusion - Efile Rejections And Fraud Filters - Trump Accounts And State Conformity - New Developments The Kwong Case - What Kuang Covers - Practitioner Duty to Notify - Processing Delays and Proof - ERC Extra Time Request - Easement Penalties and Settlement - Action Items and IRS Forums - Wrap Up and Next Episodes Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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 practitioners ready to talk. The conversation covers the messy rollout of the One Big Beautiful Bill, the paper check-to-direct-deposit transition that left many taxpayers stranded, IRS phone lines that connect but don't solve, and the growing gap between what clients are hearing on TikTok and what their tax pros are actually filing. It's a filing season debrief unlike any other.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters - Live From DC Fly-In - Meet Ben Valdez - Why Tax Journalism - Reporting Complex Tax - What Ben Is Watching - Annie Recaps Filing - Paper Checks Fallout - Calling The IRS - Audience SSN Credit Trap - Standards And Misinformation - Expats And International Changes - Who Really Benefited - Refund Hype Reality - Fighting Tax Misinformation - VITA Outreach Ideas - Two Way IRS Dialogue - No Silver Bullet Comms - Payments Notices Chaos - Phone Help Training Gaps - Digital Messaging Future - Identity Verification Surge - Advisory Committees Value - E File Rejections 1065 - Final Thanks Wrap Up Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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 while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters - Welcome to Federal Tax Updates - How Filing Season Went - E File Perfection Period - Avoid Rejection Penalties - Post Season Firm Review - Staff Clients Tech Tune Up - Receivables And Reality Check - Extensions And Client Capacity - Kwong Case Penalty Relief - How To File Form 843 - Finding Penalties And Advising Clients - Refund Tips Appeal Risk - Appeal Or Move On - Find Claims And Notify Clients - Value Price The Filing - No Tax On Tips Update - Trump Accounts Stats - Refund Credit Goes To Preparers - IRS Hearing Highlights - Budget Cuts And Tax Gap - Wrap Up And DC Teaser Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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 taxpayers potentially compromised — and that's only what's been reported. Roger and Annie dig into why so many breaches go unreported, what a paper return filing means for a client's refund timeline (hint: think late 2027), and why getting every client an IP PIN before the next deadline isn't optional anymore.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters - Tax Season Check In - Why Pros Are Targets - Breach Stats Rising - Reporting And Fallout - Paper Return Backlog - IP PIN For Everyone - Long Term Identity Damage - Monitor Your EFIN - EFIN Compromise Explained - Fast IRS Response Process - Top Email Scams Today - MFA And Safe Replies - Train Your Staff - How Breaches Start - WISP Reality Check - WISP Becomes Law - Bank Info Hijacks - Stop Refund Fraud Fast - Refund Speed Risks - IP PIN Protection Plan - Stakeholder Liaison Help - Closing Security Takeaways Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Free Money on the Table: What the Kwong Case Means for Your Clients

40% Through: Filing Season Updates & Legislative Chaos

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

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