CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
Site
RSS
Apple
Données mises à jour le 27/10/2026
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
Federal Tax Updates, podcast de Roger Harris, EA and Annie Schwab, CPA - Statistiques, épisodes et classements - My Podcast Data
Podcasts Similaires Basées sur le Contenu
Découvrez des podcasts liées à Federal Tax Updates. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
Opportunity Zones Explained: Tax Benefits, Community Impact, and What’s Next
Épisode 86
lundi 26 octobre 2026 • Durée 55:28
Roger and Annie are joined by Jonathan Tower, founder and CEO of Arctaris Impact Investors, to break down Opportunity Zones 2.0, the permanent version of the program that launches January 1, 2027. Jonathan explains the core tax benefits, what the end-of-2026 deadline means for OZ 1.0 investors whose deferred gains are coming due, and why skipping depreciation recapture may be the biggest win of all. They also take on the “tax break for the wealthy” criticism and how states are rethinking which areas qualify this time around.
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Tax Season Never Ends: What to Do Before the Next One
Épisode 85
lundi 12 octobre 2026 • Durée 51:27
Roger and Annie lay out what tax pros should tackle between the October 15 extension deadline and next tax season, from IRS online accounts, WISP updates, and adding a second principal to your EFIN to pricing, hiring, and letting go of problem clients. They also cover what changes for year-end 2026 information returns, including the retirement of the FIRE system in favor of IRIS, higher 1099-NEC and 1099-K thresholds, and new W-2 codes for tips and overtime with no transition relief this time. Plus, an update on the Taxpayer Assistance and Service (TAS) Act, which passed the Senate and now needs the House to act before this Congress ends.
Leave a review on or in your favorite podcast app!
Rightsizing Your Accounting Firm Before Tax Season
Épisode 84
lundi 28 septembre 2026 • Durée 57:21
Roger Harris is joined by Amanda Aguillard, COO of Padgett, to share what they heard from accounting firm owners on this summer's IRS and association conference tour: owners are tapped out and don't know where to start. Amanda walks through Padgett's right-sizing framework (the right work, for the right clients, at the right price, with the right staff). She covers why a "simple" $1,000 business return can hide $7,000 to $8,000 of unbilled cleanup, how to grade every client A through F, and why fewer than 10% of clients walk away from a price increase. With next tax season approaching, she argues that pricing is the one fix that makes everything else possible, from hiring to advisory work.
Leave a review on or in your favorite podcast app!
Senior Tax Breaks, Social Security Timing, and IRMAA Appeals
Épisode 83
lundi 14 septembre 2026 • Durée 57:19
Roger and Annie tackle a topic they've never covered before: the tax issues that come with aging, for clients and preparers alike. They break down the new senior deduction, Social Security claiming strategies across the 62/67/70 timeline, IRMAA appeals, RMD rules, and when long-term care costs are actually deductible. They close with a cautionary tale about gifting appreciated property too early and the recordkeeping every family should have in place before it's needed.
Leave a review on or in your favorite podcast app!
Live from the IRS Tax Forum: New Orleans
Épisode 82
lundi 24 août 2026 • Durée 54:27
Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he teaches digital assets and 1099-DA reporting to practitioners who've never touched crypto, and Alan Pinck talks through the "no tax on tips/overtime/social security/car loan interest" provisions and where AI fits into practice management. Kelly Myers (incoming NSA president) and returning guest Maggie Romanello close things out with career news and a look at how the IRS stakeholder liaison role actually works.
Leave a review on or in your favorite podcast app!
The IRS Just Made First-Time Penalty Abatement Automatic
Épisode 81
lundi 10 août 2026 • Durée 54:59
Roger and Annie take a midyear look at how the IRS is holding up: call center struggles, a wave of CP2000, CP05, and CP14 notices, and the sudden departure of top Treasury tax official Ken Kies. They break down the new automatic penalty abatement replacing the old first-time abatement process, updates to Trump accounts, and a long list of OBBBA provisions kicking in for 2026, from the educator expense deduction to a higher 1099-K threshold. They close with practical tips for managing the fall extension crunch and a prediction on whether the TAS Act clears its Senate Finance Committee markup.
Leave a review on or in your favorite podcast app!
Trump Accounts, NIL Tax Chaos, and Automatic Penalty Relief
Épisode 80
lundi 27 juillet 2026 • Durée 53:28
Roger and Annie cover a mid-year batch of tax updates: new Trump account reporting rules and gift tax relief, the tangled world of NIL taxation (including a court case over an influencer's courtside Lakers tickets and concert deductions), a new automatic penalty relief program, IRS online account updates, practitioner succession planning requirements, and fresh AI guidance for tax practice.
Leave a review on or in your favorite podcast app!
Turning Tax Chaos Into Revenue Opportunities
Épisode 79
lundi 13 juillet 2026 • Durée 59:43
Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value.
Leave a review on or in your favorite podcast app!
What's New at the IRS Tax Forums
Épisode 78
lundi 29 juin 2026 • Durée 52:15
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.
Leave a review on or in your favorite podcast app!
The $50 Million Bottleneck Inside the IRS CAF System
Épisode 77
lundi 15 juin 2026 • Durée 50:31
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 at roughly 500 staff years and $50 million to run. He, Roger, and Annie get into why the backlog keeps growing, how practitioners can get ahead of it by putting 8821s on file early, and why transcripts belong in your current-year filing, not just your representation work.
