About this episode
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.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Links mentioned in this episode
Chapters
- (00:00) - Live From DC Fly-In
- (00:57) - Meet Ben Valdez
- (01:37) - Why Tax Journalism
- (02:19) - Reporting Complex Tax
- (03:14) - What Ben Is Watching
- (04:19) - Annie Recaps Filing
- (06:40) - Paper Checks Fallout
- (10:42) - Calling The IRS
- (13:04) - Audience SSN Credit Trap
- (15:41) - Standards And Misinformation
- (18:39) - Expats And International Changes
- (22:06) - Who Really Benefited
- (23:44) - Refund Hype Reality
- (25:11) - Fighting Tax Misinformation
- (27:01) - VITA Outreach Ideas
- (29:57) - Two Way IRS Dialogue
- (33:26) - No Silver Bullet Comms
- (35:43) - Payments Notices Chaos
- (37:06) - Phone Help Training Gaps
- (39:34) - Digital Messaging Future
- (42:16) - Identity Verification Surge
- (45:50) - Advisory Committees Value
- (48:09) - E File Rejections 1065
- (50:07) - Final Thanks Wrap Up
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of Earmark Media
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.
Get every episode summarized
Each time Federal Tax Updates publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Federal Tax Updates
Live from the IRS Tax Forum: New Orleans
Federal Tax Updates
The IRS Just Made First-Time Penalty Abatement Automatic
Federal Tax Updates
Trump Accounts, NIL Tax Chaos, and Automatic Penalty Relief
Federal Tax Updates
Turning Tax Chaos Into Revenue Opportunities
Federal Tax Updates