<p><em>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.</em></p><p></p><p><strong>Sponsors<br></strong>Padgett -<strong>  </strong><a href="https://www.padgettadvisors.com/join/?podcast">Contact Padgett</a> or <a href="mailto:jphillips@smallbizpros.com">Email Jeff Phillips</a></p><br><strong>Get NASBA Approved CPE or IRS Approved CE<br></strong><a href="https://app.earmarkcpe.com/?channel_id=d10fb7b5-8d1c-408b-b7bf-3da2651b8e2e">Launch the course on EarmarkCPE to get free CPE/CE</a> for listening to this episode.<p><strong>Links mentioned in this episode<br></strong><br><strong>Chapters<br></strong></p><ul><li>(00:00) - Live From DC Fly-In</li> <li>(01:12) - Meet Ben Valdez</li> <li>(01:52) - Why Tax Journalism</li> <li>(02:34) - Reporting Complex Tax</li> <li>(03:29) - What Ben Is Watching</li> <li>(04:34) - Annie Recaps Filing</li> <li>(06:55) - Paper Checks Fallout</li> <li>(10:57) - Calling The IRS</li> <li>(13:19) - Audience SSN Credit Trap</li> <li>(15:56) - Standards And Misinformation</li> <li>(18:54) - Expats And International Changes</li> <li>(22:21) - Who Really Benefited</li> <li>(23:59) - Refund Hype Reality</li> <li>(25:26) - Fighting Tax Misinformation</li> <li>(28:03) - VITA Outreach Ideas</li> <li>(30:59) - Two Way IRS Dialogue</li> <li>(34:28) - No Silver Bullet Comms</li> <li>(36:45) - Payments Notices Chaos</li> <li>(38:08) - Phone Help Training Gaps</li> <li>(40:36) - Digital Messaging Future</li> <li>(43:18) - Identity Verification Surge</li> <li>(46:52) - Advisory Committees Value</li> <li>(49:11) - E File Rejections 1065</li> <li>(51:09) - Final Thanks Wrap Up</li> </ul><strong>Follow the Federal Tax Updates Podcast on Social Media<br></strong><a href="https://twitter.com/FedTaxPod">twitter.com/FedTaxPod</a><br><a href="https://www.facebook.com/FedTaxPod">facebook.com/FedTaxPod</a><br><a href="https://www.linkedin.com/showcase/fedtaxpod">linkedin.com/showcase/fedtaxpod</a><br><strong><br>Connect with the Hosts on LinkedIn<br></strong><a href="https://www.linkedin.com/in/rogerharrispbs/">Roger Harris<br></a><a href="https://www.linkedin.com/in/annie-schwab-852418261/">Annie Schwab<br></a><br><strong>Review</strong><br>Leave a review on <a href="https://podcasts.apple.com/us/podcast/federal-tax-updates/id1664948418"><strong>Apple Podcasts</strong></a> or <a href="https://www.podchaser.com/podcasts/federal-tax-updates-5079545"><strong>Podchaser</strong></a><strong><br></strong><br><strong>Subscribe</strong><br><a href="https://federaltaxupdates.com/subscribe"><strong>Subscribe to the Federal Tax Updates podcast</strong></a> in your favorite podcast app!<p>This podcast is a production of <a href="http://earmark.me/"><strong>Earmark Media</strong></a></p><p><strong><em>The full transcript for this episode is available by clicking on the Transcript tab at the top of this page</em></strong></p><p>All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.</p>

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

Live from the NAEA Fly-In: A Filing Season Debrief

MAY 11, 202652 MIN
Federal Tax Updates

Live from the NAEA Fly-In: A Filing Season Debrief

MAY 11, 202652 MIN

Description

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.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.Links mentioned in this episodeChapters(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 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.