40% Through: Filing Season Updates & Legislative Chaos

About this episode

Roger and Annie provide updates on the filing season and discuss recent legislative changes affecting tax preparation.

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 frameworks and the surprisingly complex mess around car loan interest deductions. They also break down what the IRS CEO told Congress this week, including some filing season stats that are better than expected, and some quality concerns that aren't. 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) - Tax Season Check In (02:38) - Bipartisan IRS Service Bill (03:48) - Modernizing IRS Tech (08:07) - Tax Preparer Standards (12:17) - OBBBA 2.0 Talk (16:19) - Healthcare Proposals (17:48) - Crypto Regulation Bills (21:45) - Bills That Passed (24:47) - Scams and Security Focus (28:33) - Filing Season Updates (29:03) - IRS Service Struggles (30:26) - Union Morale Fallout (32:25) - Notices and Forms Update (34:28) - CEO Hearing Highlights (37:13) - Audits and Tax Gap (39:19) - New Deductions…

People in this episode

Hosts: Roger Harris, Annie Schwab

Topics covered

• filing season updates
• legislative activity
• tax preparer standards
• crypto regulation
• IRS service struggles
• car loan interest deductions

Keywords

• filing season
• tax preparer standards
• crypto regulation
• IRS updates
• car loan interest deductions
• legislative activity
• tax scams
• CPE
• CE

Sponsors

Padgett

Mentioned in this episode

Organizations: IRS, Congress, EarmarkCPE

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