Federal Tax Updates
Roger Harris, EA and Annie Schwab, CPA
Outreach Signals
Publishing Details
Contact & Outreach
About This Podcast
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
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…
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.…
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.…
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…
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 act on before July. The…
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 standards for tax preparers, to…
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 clients convinced their entire…
"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 putting undertrained staff…
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 budget cuts, and 25% of IRS…
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, senior deductions, and car…
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 Tax Updates co-hosts Roger…
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 their acquisition strategy,…
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 challenges facing the agency…
38 Minutes of Access: Inside a Real Tax Office Hack
John Barucci joins the show to break down his real-life data breach. John thought he had all the right safeguards in place: cyber insurance, firewalls, security training, and a written information…
Building a Year-Round Practice Through Representation Work
Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war…
AI for Tax Professionals: Beyond the Hype
Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harvard-trained intern with amnesia than a tax…
The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm
Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms.…
No Tax on Tips: Who Made the List and What It Means
Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance…
Even More on the Big Beautiful Bill
Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread…
Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution
Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains…
Frequently Asked Questions
Federal Tax Updates has published 85 episodes since January 2023, covering topics in Business News, Courses.
Federal Tax Updates is currently highly active with new episodes every 2 weeks. Average episode length is 53m.
Sign up on Grep.FM to access contact details for Federal Tax Updates, including email and social media links.
Similar Podcasts
Business Scholarship Podcast
Andrew Jennings
279 episodes
The Zero to 100 Real Estate Podcast
Gabriel Hamel, Mitchell England, and Travis Dillard
174 episodes
Women Thrive
Women in Business Club
219 episodes
Financial Matters with Richard Oring
Richard Oring
33 episodes
Partnership Mastermind Podcast
Partnership Mastermind
41 episodes
Stock Market Today
Capital Copilot
134 episodes