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Federal Tax Updates Federal Tax Updates Roger Harris, EA and Annie Schwab, CPA Law of Attraction Radio Network - for Conscious Creators Law of Attraction Radio Network - for Conscious Creators Jewels Johnson Mind the Track Mind the Track @Pow_Bot and @trail_whisperer The Perceptive Photographer The Perceptive Photographer Daniel j Gregory During the Break with Clint Powell During the Break with Clint Powell Clint Powell The Kevin Miller Podcast The Kevin Miller Podcast Kevin Miller | YAP Media Learning Uncut Learning Uncut Michelle Parry-Slater Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Luca Krüger, Elvis Durak | Noch mehr Umsatz im Vertrieb und Verkauf The High Court Report The High Court Report SCOTUS Oral Arguments The Kings Code Podcast The Kings Code Podcast Tate Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv Express Yourself Black Man Express Yourself Black Man Kizzle The Conquistadors: Exploration, Greed, and Destruction — Fexingo History The Conquistadors: Exploration, Greed, and Destruction — Fexingo History Fexingo Natives Follow Jesus Natives Follow Jesus Daron Butler Psychologiczne podróże Psychologiczne podróże Michał Brzegowy Relax for a while Relax for a while Relax for a while הרב אלון עטיה - הערוץ הרשמי הרב אלון עטיה - הערוץ הרשמי הרב אלון עטיה Talking Real Money - Investing Talk Talking Real Money - Investing Talk Don McDonald Serious Angler Bass Fishing Podcast Serious Angler Bass Fishing Podcast Bailey Eigbrett & Adam Deakin YIELD Today With Dallin Candland YIELD Today With Dallin Candland Dallin Pure Dog Talk Pure Dog Talk Laura Reeves wifiCFI wifiCFI wifiCFI Get happy Get happy Kathie Kleff The Psychology of your 20s The Psychology of your 20s iHeartPodcasts Flecks of Gold With Dallin Candland Flecks of Gold With Dallin Candland Dallin Einschlafen mit Geschichte Einschlafen mit Geschichte Schønlein Media Apollo The Original Podcast Apollo The Original Podcast Apollo The Original Look and Listen English Lessons | English conversation practice Podcast with Sharon Faye Look and Listen English Lessons | English conversation practice Podcast with Sharon Faye SHARON FAYE Look and Listen English Lessons Tabletop Hot Takes Tabletop Hot Takes Aria Davis & Professor Funky Productions The Daily Vedantic The Daily Vedantic James Beshara The Ministering Angel Podcast The Ministering Angel Podcast Ronald Myers Jr 真爱驻我家 真爱驻我家 真愛駐我家 喜乐灵程 喜乐灵程 真爱驻我家 That Home Loan Hub That Home Loan Hub Zebunisso Alimova Einschlafen mit Biografien Einschlafen mit Biografien Schønlein Media Coach Her Game Coach Her Game Coach Bre Seriously Dead Seriously Dead Jenny Shanks
Federal Tax Updates

Educación

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

What's New at the IRS Tax Forums

June 29, 2026 9:00am 52 min

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 session...

The $50 Million Bottleneck Inside the IRS CAF System

June 15, 2026 9:00am 50 min

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 and 8821 almost entirely by hand, now buried under 7 million forms a year...

Off-Season, On Notice: Refund Deadlines and a New IRS

June 01, 2026 9:00am 54 min

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 t...

Live from the NAEA Fly-In: A Filing Season Debrief

May 11, 2026 9:00am 51 min

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 cover...

Don't Cool Off Yet: Post-Tax Season Actions That Matter

April 27, 2026 9:00am 53 min

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 lat...

Hackers Don't Take Tax Season Off

April 13, 2026 9:00am 58 min

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 on...

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

March 30, 2026 9:00am 57 min

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 Kwong case could mean sig...

40% Through: Filing Season Updates & Legislative Chaos

March 16, 2026 9:00am 54 min

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 new crypto regulatory...

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

March 02, 2026 9:00am 56 min

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 salary qualifies for the...

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

February 16, 2026 9:00am 51 min

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 on the phones, backlog...

Washington Watch: Filing Season Pressures and Legislative Gridlock

January 26, 2026 9:00am 58 min

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 staff gone through early ...

2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm

January 12, 2026 9:00am 1:00

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 loan interest. They shif...

Navigate the One Big Beautiful Bill Act for Tax Season 2026

December 29, 2025 2:00pm 59 min

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 Harris and Annie Schwab fo...

Why That $350K Practice Isn't Worth What You Think

December 15, 2025 9:00am 1:02

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, from finding deals and s...

Getting the Band Back Together: Former Commissioner Werfel on IRS Challenges Ahead

December 01, 2025 9:00am 54 min

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 heading into the 2026...

38 Minutes of Access: Inside a Real Tax Office Hack

November 10, 2025 9:00am 55 min

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 security plan. But a si...

Building a Year-Round Practice Through Representation Work

October 27, 2025 9:00am 54 min

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 stories from the days o...

AI for Tax Professionals: Beyond the Hype

October 13, 2025 9:00am 58 min

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 professional replacement, sha...

The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm

September 29, 2025 9:00am 1:02

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. From remote hiring str...

No Tax on Tips: Who Made the List and What It Means

September 15, 2025 9:00am 55 min

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 headaches ahead with retroact...

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