<p><em>Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.</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><a href="https://www.irstaxforum.com/">https://www.irstaxforum.com/</a><strong><br></strong><br><strong>Chapters<br></strong></p><ul><li>(00:00) - Welcome and Guest Intro</li> <li>(01:03) - What National Public Liaison Does</li> <li>(03:50) - Tax Forum Season Overview</li> <li>(05:01) - Cities Dates and Logistics</li> <li>(05:57) - What Makes Forums Different</li> <li>(10:02) - Pricing and Registration Deadlines</li> <li>(11:27) - Case Resolution and Digital Help</li> <li>(13:48) - Day Zero Practice Management</li> <li>(18:08) - Exhibit Hall and Networking Perks</li> <li>(19:52) - Sellouts and Final Forum Tips</li> <li>(23:13) - Transition to Other Updates</li> <li>(24:12) - Kwong Case Appeal and Deadlines</li> <li>(29:54) - Succession Planning OPR Alert</li> <li>(39:56) - IRS Hiring and Practitioner Office Changes</li> <li>(44:17) - Taxpayer Assistance and Service Act</li> <li>(51:01) - Wrap Up and Next Episode</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

What's New at the IRS Tax Forums

JUN 29, 202652 MIN
Federal Tax Updates

What's New at the IRS Tax Forums

JUN 29, 202652 MIN

Description

Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.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 episodehttps://www.irstaxforum.com/Chapters(00:00) - Welcome and Guest Intro (01:03) - What National Public Liaison Does (03:50) - Tax Forum Season Overview (05:01) - Cities Dates and Logistics (05:57) - What Makes Forums Different (10:02) - Pricing and Registration Deadlines (11:27) - Case Resolution and Digital Help (13:48) - Day Zero Practice Management (18:08) - Exhibit Hall and Networking Perks (19:52) - Sellouts and Final Forum Tips (23:13) - Transition to Other Updates (24:12) - Kwong Case Appeal and Deadlines (29:54) - Succession Planning OPR Alert (39:56) - IRS Hiring and Practitioner Office Changes (44:17) - Taxpayer Assistance and Service Act (51:01) - Wrap Up and Next Episode 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.