Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 3 chart positions in 3 markets.
By chart position
- 🇺🇸US · Business News#7730K to 100K
- 🇯🇵JP · Business News#6310K to 30K
- 🇵🇭PH · Business News#933K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
22K to 70K🎙 ~2x weekly·82 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
43K to 140K🇺🇸71%🇯🇵21%🇵🇭7% - Active Followers
Loyal subscribers who consistently listen
17K to 56K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHosts
Recent guests
Recent episodes
The $50 Million Bottleneck Inside the IRS CAF System
Jun 15, 2026
50m 31s
Off-Season, On Notice: Refund Deadlines and a New IRS
Jun 1, 2026
55m 52s
Live from the NAEA Fly-In: A Filing Season Debrief
May 11, 2026
52m 55s
Don't Cool Off Yet: Post-Tax Season Actions That Matter
Apr 27, 2026
53m 48s
Hackers Don't Take Tax Season Off
Apr 13, 2026
59m 58s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/15/26 | The $50 Million Bottleneck Inside the IRS CAF System | 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.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Read Bob's Article https://www.taxnotes.com/tax-notes-federal/practice-and-procedure/high-costs-irss-centralized-authorization-file-system/2026/04/06/7vjccChapters(00:00) - Welcome and Setup (02:36) - Why CAF Matters Now (06:54) - CAF Explained POA vs TIA (10:42) - Choosing 8821 vs 2848 (13:46) - Backlogs and Real Impacts (15:45) - Manual Processing Volume Surge (18:54) - Million Hours and 50M Cost (21:23) - Deadlines Snowball Effect (24:01) - CAF Volume Spiral (24:59) - Early Transcripts Benefits (28:33) - Client Use Cases (30:27) - Why IRS Can’t Keep Up (39:13) - Train Clients and Set Expectations (43:33) - Transcripts Beyond Representation (44:32) - VITA Volunteering Insights (48:56) - Wrap Up and Thanks Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 50m 31s | ||||||
| 6/1/26 | Off-Season, On Notice: Refund Deadlines and a New IRS✨ | IRS updatestax refunds+4 | — | — | — | IRStax refunds+5 | PadgettCPE | 55m 52s | |
| 5/11/26 | Live from the NAEA Fly-In: A Filing Season Debrief✨ | filing seasontax journalism+3 | Ben Valdez | NAEAIRS | — | filing seasontax issues+3 | PadgettCODE | 52m 55s | |
| 4/27/26 | Don't Cool Off Yet: Post-Tax Season Actions That Matter✨ | post-tax season actionsIRS updates+4 | — | IRS | — | post-tax seasone-file rejections+3 | PadgettCODE | 53m 48s | |
| 4/13/26 | Hackers Don't Take Tax Season Off✨ | data breachestax season+4 | Glenn Gizzi | IRSEarmarkCPE | — | data breachestax practitioners+5 | PadgettCODE | 59m 58s | |
| 3/30/26 | Free Money on the Table: What the Kwong Case Means for Your Clients✨ | tax controversyKwong case+4 | Jessica MarinePeter Haukebo | Frost LawIRS+2 | — | Kwong casetax controversy+5 | PadgettCODE | 58m 11s | |
| 3/16/26 | 40% Through: Filing Season Updates & Legislative Chaos✨ | filing season updateslegislative activity+4 | — | IRSCongress+1 | — | filing seasontax preparer standards+7 | PadgettCODE | 55m 53s | |
| 3/2/26 | Tips, Overtime, and Meals: What's Actually Happening This Filing Season✨ | tax seasonovertime pay+3 | — | — | — | tax seasonovertime+3 | PadgettCPE | 58m 09s | |
| 2/16/26 | "Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season✨ | tax season challengesIRS staffing issues+4 | Jennifer MacMillan | NAEAIRS | Oregon | tax seasonIRS+5 | PadgettCODE | 52m 53s | |
| 1/26/26 | Washington Watch: Filing Season Pressures and Legislative Gridlock✨ | filing seasonIRS budget cuts+4 | Thad Inge | IRSEarmarkCPE | Washington DC | tax professionalsIRS staffing+4 | PadgettCODE | 59m 16s | |
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| 1/12/26 | 2026 Tax Season Kickoff: Big Beautiful Bill and Building a Better Firm✨ | 2026 tax seasonBig Beautiful Bill+5 | — | — | — | tax seasonBig Beautiful Bill+8 | PadgettCPE | 1h 01m 22s | |
| 12/29/25 | Navigate the One Big Beautiful Bill Act for Tax Season 2026✨ | tax updatesOne Big Beautiful Bill Act+3 | — | IRSPadgett+1 | — | tax seasonIRS updates+3 | — | 59m 26s | |
| 12/15/25 | Why That $350K Practice Isn't Worth What You Think✨ | accounting practicesacquisition strategy+3 | Andres CostaEmily Goodman | — | — | accountingacquisition+3 | PadgettCODE | 1h 03m 13s | |
| 12/1/25 | 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 heading into the 2026 filing season. The discussion covers budget cuts, staffing reductions, the lingering ERC backlog, and why a hollowed-out compliance function puts both taxpayers and tax professionals at greater risk.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome to Federal Tax Updates (01:07) - Introducing Special Guests: Terry Lemons and Danny Werfel (02:18) - Danny's Post-IRS Journey (07:48) - Terry Lemons' Post-IRS Activities (12:12) - Challenges Facing the IRS and Tax Professionals (19:37) - The Importance of IRS Compliance and Modernization (29:48) - Concerns About Workforce Sustainability (30:54) - Employee Retention Credit Issues (31:35) - Fraud and Government Response (34:28) - Impact of Government Shutdown on IRS Programs (35:51) - IRS Performance and Resource Allocation (39:50) - Challenges in Tax Compliance and Enforcement (45:15) - Preparing for the Upcoming Tax Season (50:17) - College Football Predictions (52:51) - Closing Remarks and Holiday Wishes Connect with Terry Lemonshttps://www.linkedin.com/in/terry-lemons-77b3641a9Connect with Danny Werfelhttps://www.linkedin.com/in/danny-werfel-89441594Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger Harris - https://www.linkedin.com/in/rogerharrispbs/Annie Schwab - https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 54m 15s | ||||||
| 11/10/25 | 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 security plan. But a single click on what appeared to be a Social Security Administration email led to bad actors accessing nine client files, altering returns, and changing bank account information in just 38 minutes.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Greetings (00:41) - Current Events and Government Shutdown (01:41) - PTIN Renewal and Security Measures (02:44) - Introducing John Bucci's Story (04:19) - John Bucci's Cybersecurity Breach Experience (06:03) - Detailed Chronology of the Breach (18:23) - Immediate Actions Taken Post-Breach (21:59) - IRS and Software Company Responses (26:00) - Client Communication and Further Steps (29:32) - The Weight of Responsibility in Tax Practice (30:20) - The Importance of Having a Plan (31:26) - Immediate Actions Post-Breach (31:51) - Involvement of Thomson Reuters and Stopping the Breach (33:19) - Forensic Investigation and Legal Steps (34:46) - Cyber Insurance and Its Benefits (36:48) - IRS Practitioner Relief Program (42:25) - Final Reflections and Lessons Learned (49:00) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with John: https://www.linkedin.com/in/johnbarucciConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 55m 54s | ||||||
| 10/27/25 | 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 stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Welcome (00:50) - Special Guest Introduction: Alan Pink (01:58) - Alan's Journey into Tax Profession (04:42) - Challenges and Anecdotes in Tax Preparation (12:54) - Representation and Audits (21:26) - Collections vs. Examination (28:10) - Current Issues and Credits (29:04) - Taxpayer Liability and Rule Changes (30:09) - Understanding Captive Insurance (32:33) - Advice for New Tax Professionals (33:31) - NAEA and Educational Programs (37:19) - Becoming a Tax Talk Moderator (40:34) - Challenges and Rewards of Live Shows (50:10) - Upcoming Speaking Engagements (52:17) - Final Thoughts and Farewell Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 54m 14s | ||||||
| 10/13/25 | 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 professional replacement, sharing practical applications from document organization to quality control that can work in firms today. The conversation explores which AI tools are worth trying, why voice mode changes everything, and why tax professionals who start experimenting now are still early adopters, not late to the party.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome to Federal Tax Updates (01:04) - Guest Introduction: Blake Oliver (03:12) - Diving into AI: Initial Thoughts and Comparisons (07:43) - Understanding AI and Its Limitations (15:32) - Effective Use of AI in Accounting (20:39) - Choosing the Right AI Tools (23:47) - Security and Cost Considerations (29:44) - Best Practices and Pitfalls in AI Usage (32:15) - AI Struggles with Tax Complexity (33:32) - Human Verification in Tax Analysis (33:59) - AI's Limitations and Cost (35:27) - Misconceptions About AI in Tax (39:23) - AI's Role in Administrative Tasks (40:45) - AI in Quality Control and Research (42:24) - AI in Radiology and Tax (49:08) - Future of AI in Transportation (52:03) - AI in Manufacturing and Economy (55:15) - Adapting to AI in the Accounting Industry (56:19) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with Blake Oliver https://www.linkedin.com/in/blaketoliverConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 58m 26s | ||||||
| 9/29/25 | 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. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (00:55) - Overview of Today's Podcast (01:12) - Insights from IRS Forums (02:28) - Key Challenges in the Industry (04:05) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:23) - Introducing Jeff Phillips on Hiring (08:38) - Remote Work and Hiring (27:39) - Introduction and Struggles with Pricing (28:08) - Linking Pricing to Hiring Challenges (29:06) - Consequences of Poor Pricing (30:53) - Implementing a Pricing System (32:33) - Client Reactions to Price Increases (35:14) - Timing and Strategy for Raising Fees (45:29) - Marketing and Growth Strategies (47:05) - Importance of Online Presence (49:50) - Leveraging Reviews and Referrals (01:00:31) - Concluding Thoughts and Future Plans Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 1h 02m 06s | ||||||
| 9/15/25 | 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 headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and workforce reductions that could undermine tax enforcement when it's needed most.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (01:10) - Upcoming Tax Deadlines (02:26) - No Tax on Tips: New Guidelines (04:01) - Industries and Occupations Affected (12:10) - Compliance and Documentation Challenges (16:09) - W-4 and W-2 Form Changes (25:02) - Call to Action: Comment on Proposed Forms (29:25) - Upcoming Changes to W2 Forms (30:14) - New Codes for Tips and Overtime (32:36) - IRS Budget Cuts and Workforce Reduction (35:40) - Impact of Budget Cuts on IRS Operations (38:27) - Challenges in IRS Enforcement and Compliance (47:10) - The Role of Practitioners and IRS Communication (53:58) - Future of IRS and Tax Law Changes (55:38) - Conclusion and Listener Engagement Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 55m 47s | ||||||
| 9/2/25 | 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 IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (00:48) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:38) - Discussion on IRS Forums and Observations (05:59) - Changes in IRS Leadership (09:04) - Impact of IRS Leadership Changes on Operations (18:53) - Big Beautiful Bill Overview (27:03) - Individual Tax Changes in the 2025 Act (30:26) - Changes to Standard Deductions and Itemization (32:24) - Paid Leave and Adoption Credits (34:24) - New Trump Accounts and Education Savings (38:48) - Tax Benefits for Workers: Tips and Overtime (45:29) - Senior Tax Benefits and Auto Loan Interest Deduction (46:55) - Business Tax Provisions: QBI Deduction and Depreciation (51:42) - Energy Credits and Their Phase-Out (55:40) - Political Implications and Conclusion Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 58m 42s | ||||||
| 8/18/25 | 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 how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Setting the Scene (00:47) - Overview of IRS Tax Forums (01:22) - Special Guest: Maggie Romaniello from Stakeholder Liaison (02:52) - History and Evolution of Stakeholder Liaison (04:42) - Current Challenges and Changes in Stakeholder Liaison (05:38) - Addressing Practitioner Issues and Communication (15:50) - How to Contact Stakeholder Liaison (19:40) - Introduction to Data Safetys (21:05) - Steps to Take After a Data Breach (22:58) - IRS Support and Resources (24:10) - State-Specific Requirements for Data Breaches (26:09) - The Importance of Online Accounts (27:43) - Setting Up and Using IRS Online Accounts (36:26) - Power of Attorney and Tax Pro Accounts (41:29) - Handling Disasters and IRS Outreach Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Maggie LinkedIn: https://www.linkedin.com/in/margaret-romaniello-5189758aConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 56m 30s | ||||||
| 7/21/25 | One Big Beautiful Bill Passes: Everything You Need to Know | Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill. He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challenges ahead, and what small business owners and individuals need to know right now. From ERC changes to new car loan deductions, this comprehensive breakdown separates the reality from the hype surrounding one of the most significant tax bills in recent years.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:59) - Overview of the Big Beautiful Bill (02:28) - The Legislative Process and Political Dynamics (06:38) - Key Provisions and Extensions in the Bill (09:18) - Tax Policy vs. Political Strategy (11:18) - State and Local Tax (SALT) Debate (17:10) - Cost and Budget Considerations (25:22) - New Tax Provisions: Tips and Overtime (28:05) - Implementation Challenges and Guidance (33:16) - Transition Relief and State Standards (36:14) - Overtime and Salary Dynamics (37:15) - IRS Withholding Rules (41:22) - Employee Retention Credit (ERC) Updates (47:15) - Business Deductions and Expensing (51:20) - New Tax Provisions for Seniors and Car Loans (53:57) - Energy Credits and Legislative Negotiations (55:33) - Final Thoughts and Future Outlook Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only. | 1h 01m 46s | ||||||
| 7/14/25 | Your Client Data Is Under Attack: An IRS Agent's Warning | Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (02:06) - Today's Guest and Topic: Scams and Data Breaches (02:41) - IRS Statistics on Data Breaches (05:18) - Common Scams and How They Work (09:33) - Phishing Emails and Ransomware (14:36) - Fake Charities and Donation Scams (17:15) - Refund Thefts and Data Breaches (21:13) - IRS Communication and Taxpayer Awareness (29:08) - Signs of a Data Breach for Practitioners (31:40) - Immediate Steps After a Data Breach (33:30) - Multi-Step Process and Insurance Involvement (36:40) - Filing Returns After a Breach (39:52) - Identity Protection PIN (IP PIN) (47:08) - Written Information Security Plan (WISP) (52:04) - Protecting EFIN, PTIN, and CAF Numbers (54:23) - Final Thoughts and Conclusion Connect with Glennhttps://www.linkedin.com/in/glenn-gizzi-4b6ab5205Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media | 58m 13s | ||||||
| 6/30/25 | The Big Beautiful Bill: Summer Tax Drama Unfolds | Annie and Roger break down the political maneuvering around the "big beautiful bill" extending the Tax Cuts and Jobs Act, explaining why seemingly simple provisions like no tax on tips and overtime could create major headaches for the 2026 filing season. They examine proposed IRS budget cuts of 37% and workforce reductions of 20% at the same time new tax complexities are being added. The hosts also celebrate the success of the 2025 filing season while questioning whether similar results are possible given the challenges ahead, including new Commissioner Billy Long's appointment and the ongoing uncertainty about when and what form the final legislation will take.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:59) - The Big Beautiful Bill: An Overview (02:22) - Republican and Democrat Perspectives (03:49) - Understanding Cuts and Dynamic Scoring (05:55) - Medicare and Eligibility Changes (08:08) - State and Local Tax Deduction Debate (10:58) - House vs. Senate: Political Dynamics (17:09) - New Proposals: Tips, Overtime, and More (28:14) - Temporary Tax Law and Its Implications (32:53) - Challenges with No Tax on Overtime (38:32) - Successful 2025 Filing Season Recap (43:43) - Proposed Budget Cuts and Their Impact (50:42) - New IRS Leadership and Future Outlook (55:41) - Conclusion and Future Updates Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media | 57m 10s | ||||||
| 6/16/25 | Beyond the Resume: Why Skills Testing is the Future of Accounting Hires | Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:25) - Introducing the Guest: Gilles Pearson (02:51) - Challenges in Hiring and the Birth of Accountests (04:55) - The Importance of Testing in Hiring (07:58) - The Role of Personality and Skills Tests (13:42) - Developing Effective Tests for Accountants (24:14) - Personality Profiles and Team Dynamics (30:31) - Using Tests for Employee Development (33:33) - Succession Planning in Smaller Firms (35:48) - Accountant Stereotypes and Communication Challenges (39:40) - The Role of Personal Interaction in Accounting (43:54) - Streamlined Hiring Process with Account Tests (47:54) - Comparing Tax Systems: US vs New Zealand (55:54) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media | 57m 27s | ||||||
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