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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Terry Lemons spent 26 years at the IRS, including 11 years as Chief of Communications and Liaison. He has worked closely with six different IRS commissioners and has experience preparing officials for congressional testimony. Terry has a deep understanding of the public perceptions of the IRS and the critical role of tax professionals in navigating challenges faced by the agency.
Terry Lemons spent 26 years at the IRS, including 11 years as Chief of Communications and Liaison. He has worked closely with six different IRS commissioners and has experience preparing officials for congressional testimony. Terry has a deep understanding of the public perceptions of the IRS and the critical role of tax professionals in navigating challenges faced by the agency.
Catharine Madeley is a tax practitioner who has extensive experience in the field of tax preparation and compliance. She recently faced a significant data breach at her firm, which prompted her to share her firsthand account of the incident. Catharine emphasizes the importance of having a robust cybersecurity plan and effective communication with clients during crises. She is dedicated to educating others on the critical need for proactive measures in protecting sensitive client information.
Catharine Madeley is a tax practitioner who has extensive experience in the field of tax preparation and compliance. She recently faced a significant data breach at her firm, which prompted her to share her firsthand account of the incident. Catharine emphasizes the importance of having a robust cybersecurity plan and effective communication with clients during crises. She is dedicated to educating others on the critical need for proactive measures in protecting sensitive client information.
Bob Kerr is a tax professional with extensive experience in tax regulations and compliance. He is known for his insights into IRS practices and has been involved in discussions regarding Circular 230 and its implications for tax practitioners. Bob has contributed to various forums and discussions aimed at improving tax practices and ensuring compliance with federal regulations.
Bob Kerr is a tax professional with extensive experience in tax regulations and compliance. He is known for his insights into IRS practices and has been involved in discussions regarding Circular 230 and its implications for tax practitioners. Bob has contributed to various forums and discussions aimed at improving tax practices and ensuring compliance with federal regulations.
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Here's the recent few episodes on Federal Tax Updates.
0:0059:30
Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS
Hosts
Hosts of this podcast episode
Roger HarrisAnnie Schwab
Guests
Guests of this podcast episode
Danny Werfel
Keywords
Keywords of this podcast episode
IRS modernizationtax system stabilitytax administrationemployee retention credittax reformtax agency funding
Former IRS Commissioner Danny Werfel joins Roger and Annie for a wide-ranging conversation about his tenure leading the nation's tax agency during a period of unprecedented funding and modernization efforts. Werfel discusses the challenges of rebuilding IRS operations, his decision to resign during the transition to Trump, and his concerns about maintaining tax system stability while pursuing automation and reform. Using memorable analogies—from unpowered refrigerators to football stadiums under construction—he offers frank insights into what it takes to run a healthy tax system and why strong tax administration is essential for economic stability.
Former IRS Commissioner Danny Werfel joins Roger and Annie for a wide-ranging conversation about his tenure leading the nation's tax agency during a period of unprecedented funding and modernization efforts. Werfel discusses the challenges of rebuilding IRS operations, his decision to resign during the transition to Trump, and his concerns about maintaining tax system stability while pursuing automation and reform. Using memorable analogies—from unpowered refrigerators to football stadiums under construction—he offers frank insights into what it takes to run a healthy tax system and why strong tax administration is essential for economic stability.
Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.
Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.
IRSTerry Lemonstax professionalsIRS commissionerscongressional testimonypublic perceptionsfiling seasontax law changes
For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The conversation explores the critical role of the tax professional community, challenges facing the IRS today, and lessons from past filing season successes and failures.
For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The conversation explores the critical role of the tax professional community, challenges facing the IRS today, and lessons from past filing season successes and failures.
cyber attackdata breachcybersecurity planclient communicationsensitive client informationIRS proceduresinvestigation and recovery
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.
*This is a replay of an episode that originally aired in March, 2024.
(00:00) - Welcome to the Federal Tax Updates Podcast
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.
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.
*This is a replay of an episode that originally aired in March, 2024.
(00:00) - Welcome to the Federal Tax Updates Podcast
Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.
Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.
