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Artwork for Federal Tax Updates
IRS
Employee Retention Credit
Corporate Transparency Act
Tax Cuts and Jobs Act
Tax Compliance
Beneficial Ownership Information
Tax Professionals
Tax Preparation
IRS National Tax Forum
Beneficial Ownership Information Reporting
CPE Credits
Fincen
Tax Planning
Padgett Advisors
1099-K
Cybersecurity
Practice Management Solutions
Padgett
Taxpayer Compliance
Tax Reform

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, ... more

PublishesTwice monthlyEpisodes91Founded4 years ago
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Artwork for Federal Tax Updates

Latest Episodes

Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he teaches digital assets and 1099-DA reporting to practitioners who've never tou... more

YouTube

Roger and Annie take a midyear look at how the IRS is holding up: call center struggles, a wave of CP2000, CP05, and CP14 notices, and the sudden departure of top Treasury tax official Ken Kies. They break down the new automatic penalty abatement rep... more

YouTube

Roger and Annie cover a mid-year batch of tax updates: new Trump account reporting rules and gift tax relief, the tangled world of NIL taxation (including a court case over an influencer's courtside Lakers tickets and concert deductions), a new autom... more

YouTube

Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed a... more

YouTube

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Recent Guests

Larry Gray
Lead instructor and long-time speaker at tax forums
Episode: Live from the IRS Tax Forum: New Orleans
Maggie Romanello
Program manager for National Funding Amazon Program at IRS; future roles in NSA-related programs
IRS / NSA
Episode: Live from the IRS Tax Forum: New Orleans
Kelly Myers
Incoming NSA president, NATP instructor
NSA / NATP
Episode: Live from the IRS Tax Forum: New Orleans
John Lipold
Chief at the Office of National Public Liaison and primarily Outreach and Education
IRS
Episode: What's New at the IRS Tax Forums
Ben Valdez
Journalist, Tax Notes Federal
Tax Notes Federal
Episode: Live from the NAEA Fly-In: A Filing Season Debrief
Glenn Gizzi
Repeat guest, Stakeholder Liaison Department, IRS
Internal Revenue Service
Episode: Hackers Don't Take Tax Season Off
Jessica Marine
Attorney from the Frost Law Firm
Frost Law Firm
Episode: Free Money on the Table: What the Kwong Case Means for Your Clients
Peter Haukebo
Attorney from the Frost Law Firm
Frost Law Firm
Episode: Free Money on the Table: What the Kwong Case Means for Your Clients
Jennifer MacMillan
Current president of NAEA, with over 30 years of experience as an enrolled agent.
National Association of Enrolled Agents
Episode: "Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season

Hosts

Roger Harris
Host of the show with extensive experience in Padgett and related services; often provides practitioner-focused context.
Annie Schwab
Co-host who covers updates, practitioner guidance, and industry trends; occasionally on sabbatical in some episodes.

Reviews

4.8 out of 5 stars from 48 ratings
  • Love it!

    Great to listen to while I run. I ran an extra mile for you Roger.

    Apple Podcasts
    5
    Arsenalfc1104
    United States3 years ago
  • Great updates for even a non-tax CPA

    Everyone thinks all CPAs do taxes. I don't. But this podcast helps me understand the basics and be knowledgeable on current issues.

    Apple Podcasts
    5
    J123451
    United States4 years ago
  • Great podcast

    Great Podcast… very easy to understand… 😃

    Apple Podcasts
    5
    YeseniaTrevino
    United States4 years ago
  • What a great way to keep up with the latest tax topics. The discussion was interesting. Excited to hear more.

    Podchaser
    5
    jhellyer
    4 years ago
  • Great content, look forward to hearing more.

    Podchaser
    5
    eric93148
    4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content is consistently useful for day-to-day practice and client communications.
Guests and hosts deliver practical, actionable updates with strong production quality.
Listeners praise clarity and accessibility of complex tax topics.
Audience finds discussions easy to follow while containing depth and technical detail.
Shows strong credibility with steady focus on IRS policy and practitioner needs.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The $50 Million Bottleneck Inside the IRS CAF System
Q: Can you tell us a little more about CAF and what it actually does?
CAF is the system that posts and processes two kinds of authorization forms—POA (2848) and TIAs (8821). The 8821/TIA allows access to transcript information, while the 2848/POA enables representation, including the ability to act on behalf of the taxpayer in exams, audits, collections, and appeals.
Live from the NAEA Fly-In: A Filing Season Debrief
Q: From Annie's perspective, after a filing season with complicated changes, how did the season go?
Annie describes the season as started on time but challenging due to new legislation; practitioners had to manage widespread questions, slow explanations, and a need to gather, verify, and request additional information from clients.
Live from the NAEA Fly-In: A Filing Season Debrief
Q: How does someone in journalism end up in this arena, the tax arena?
Ben Valdez explains his path from graduating and joining Tax Analysts in 2019, highlighting reliance on subject-matter experts and a willingness to learn, which is essential in translating complex tax rules for readers.
"Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season
Q: What are some current issues you've seen with the IRS?
There are significant staffing shortages leading to untrained personnel being placed on the front lines, impacting service.
"Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season
Q: Can you introduce yourself and share your background?
I've been an enrolled agent for over 30 years, currently president of NAEA. I had a practice in Santa Barbara and now I'm semi-retired in Colorado.

Audience Metrics

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Frequently Asked Questions About Federal Tax Updates

What is Federal Tax Updates about and what kind of topics does it cover?

Bi-weekly federal tax updates show practical guidance for practitioners, delving into IRS policy shifts, penalty relief changes, filing-season mechanics, and digital modernization. Episodes frequently cover timely topics such as automatic penalty relief, CAF and TIAs, online IRS accounts, and evolving practitioner standards, while also exploring how AI, client communications, and internal tooling can shape service delivery. A recurring sponsor segment highlights firm services, infrastructure, and education resources to help firms stay ahead during busy seasons. Noteworthy aspects include heavy emphasis on regulatory changes, real-world filing-season tactics, and actionable steps for client engagement and practice management.

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How many listeners does Federal Tax Updates get?

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Which podcasts are similar to Federal Tax Updates?

These podcasts share a similar audience with Federal Tax Updates:

1. The Accounting Podcast
2. Tax in Action: Practical Strategies for Tax Pros
3. Small Business Tax Savings Podcast
4. Jason On Firms Podcast
5. Tax Smart Real Estate Investors Podcast

How many episodes of Federal Tax Updates are there?

Federal Tax Updates launched 4 years ago and published 91 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Federal Tax Updates?

Recent guests on Federal Tax Updates include:

1. Larry Gray
2. Maggie Romanello
3. Kelly Myers
4. John Lipold
5. Ben Valdez
6. Glenn Gizzi
7. Jessica Marine
8. Peter Haukebo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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