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.

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Links mentioned in this episode

Chapters

• (00:00) - Welcome Back From DC
• (01:01) - What We Heard In Washington
• (01:52) - Busy Season Takeaways
• (04:08) - IRS Digital Transformation
• (07:57) - CAF Delays And Practitioner Pain
• (09:46) - Online Accounts And ID Verification
• (15:09) - Paper Checks Phaseout Confusion
• (21:15) - Efile Rejections And Fraud Filters
• (22:58) - Trump Accounts And State Conformity
• (27:27) - New Developments The Kwong Case
• (29:47) - What Kuang Covers
• (35:09) - Practitioner Duty to Notify
• (38:51) - Processing Delays and Proof
• (42:21) - ERC Extra Time Request
• (44:29) - Easement Penalties and Settlement
• (49:13) - Action Items and IRS Forums
• (53:52) - Wrap Up and Next Episodes

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.

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.

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Padgett - Contact Padgett or Email Jeff Phillips

Links mentioned in this episode

Chapters

• (00:00) - Live From DC Fly-In
• (01:12) - Meet Ben Valdez
• (01:52) - Why Tax Journalism
• (02:34) - Reporting Complex Tax
• (03:29) - What Ben Is Watching
• (04:34) - Annie Recaps Filing
• (06:55) - Paper Checks Fallout
• (10:57) - Calling The IRS
• (13:19) - Audience SSN Credit Trap
• (15:56) - Standards And Misinformation
• (18:54) - Expats And International Changes
• (22:21) - Who Really Benefited
• (23:59) - Refund Hype Reality
• (25:26) - Fighting Tax Misinformation
• (28:03) - VITA Outreach Ideas
• (30:59) - Two Way IRS Dialogue
• (34:28) - No Silver Bullet Comms
• (36:45) - Payments Notices Chaos
• (38:08) - Phone Help Training Gaps
• (40:36) - Digital Messaging Future
• (43:18) - Identity Verification Surge
• (46:52) - Advisory Committees Value
• (49:11) - E File Rejections 1065
• (51:09) - Final Thanks Wrap Up

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.

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.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

Links mentioned in this episode

Chapters

• (00:00) - Welcome to Federal Tax Updates
• (01:11) - How Filing Season Went
• (03:22) - E File Perfection Period
• (05:43) - Avoid Rejection Penalties
• (06:42) - Post Season Firm Review
• (09:04) - Staff Clients Tech Tune Up
• (11:43) - Receivables And Reality Check
• (14:43) - Extensions And Client Capacity
• (17:36) - Kwong Case Penalty Relief
• (22:15) - How To File Form 843
• (24:15) - Finding Penalties And Advising Clients
• (26:23) - Refund Tips Appeal Risk
• (28:30) - Appeal Or Move On
• (29:43) - Find Claims And Notify Clients
• (31:15) - Value Price The Filing
• (33:10) - No Tax On Tips Update
• (37:09) - Trump Accounts Stats
• (39:42) - Refund Credit Goes To Preparers
• (41:38) - IRS Hearing Highlights
• (47:10) - Budget Cuts And Tax Gap
• (52:08) - Wrap Up And DC Teaser

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.