Federal Tax Updates

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.

Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS
Jun 2, 2025 – 59:30
Tax Season Aftermath
May 5, 2025 – 54:08
Inside the IRS: A Conversation with Terry Lemons
Apr 21, 2025 – 54:31
Replay: Surviving a Cyber Attack
Apr 7, 2025 – 50:42
Circular 230 Changes: What Practitioners Need to Know
Mar 24, 2025 – 01:00:55
BOI Relief, Tax Reform, and IRS Restructuring
Mar 11, 2025 – 53:09
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights
Feb 24, 2025 – 55:53
IRS Funding, Tax Gaps, and Modern Tech
Feb 10, 2025 – 56:25
Tax Season Kickoff
Jan 27, 2025 – 55:59
Crypto for Tax Pros
Jan 13, 2025 – 01:08:39
Achieve 10X Growth for Your Firm: The Firm Owner's Playbook
Dec 30, 2024 – 52:55
Tax Season 2025: Changes, Challenges, and Uncertainties
Dec 16, 2024 – 50:33
Post-Election Tax Landscape
Nov 25, 2024 – 53:15
1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing
Nov 11, 2024 – 51:18
What You Need to Know About Beneficial Ownership Information Reporting | Part 2
Oct 28, 2024 – 58:03
What You Need to Know About Beneficial Ownership Information Reporting | Part 1
Oct 21, 2024 – 51:55
How Modern Firm Owners are Addressing Common Industry Woes
Oct 7, 2024 – 01:00:34
Elections, Tax Changes, and Compliance Deadlines
Sep 23, 2024 – 53:15
Live From The Dallas IRS Tax Forum
Sep 9, 2024 – 01:34:11
New Programs, Looming Deadlines, and Forum Insights
Aug 26, 2024 – 50:28
The ERC Landscape with Hale Sheppard
Jul 29, 2024 – 54:11
Solving the Staffing Crisis in Accounting Firms
Jul 15, 2024 – 57:50
What Small Businesses Need to Know about New Overtime Rules
Jul 1, 2024 – 53:10
Handling IRS Notices Like a Pro
Jun 17, 2024 – 53:20
Summer Strategies for Savvy Tax Professionals
Jun 3, 2024 – 46:02
Roger Testifies to Congress About The Corporate Transparency Act
May 20, 2024 – 01:24:50
Tax Season Reflections
May 6, 2024 – 48:28
Post-Tax Season Tune-Up
Apr 22, 2024 – 50:55
Surviving a Cyber Attack
Apr 8, 2024 – 50:42
Charting Through the 2024 Tax Season Maelstrom
Mar 25, 2024 – 54:30
Corporate Transparency Act Ruled Unconstitutional
Mar 11, 2024 – 57:00
Excerpt: Corporate Transparency Act Ruled Unconstitutional
Mar 4, 2024 – 17:02
Ready, Set, File! Tax Season 2024 Updates
Feb 26, 2024 – 52:20
Navigating New Beneficial Ownership Rules
Feb 12, 2024 – 44:02
Your 2024 Tax Season Cheat Sheet
Jan 29, 2024 – 44:06
Why Become an EA
Jan 15, 2024 – 34:44
The Long Road to Tax Certainty
Jan 2, 2024 – 52:48
Fraud Claims and Client Trust
Dec 18, 2023 – 50:00
Building Financial Literacy and Trust with Small Business Clients
Dec 4, 2023 – 44:05
Getting Ready for the 2024 Tax Season
Nov 20, 2023 – 58:04
How to Withdraw an Employee Retention Credit (ERC) Claim
Nov 6, 2023 – 48:33
Navigating Entity Selection for Small Businesses
Oct 23, 2023 – 50:38
IRS Imposes Moratorium on ERC
Oct 2, 2023 – 54:01
Roger Testifies to Congress About ERTC
Sep 18, 2023 – 01:58:33
Gearing Up for Q4: Tax Prep Tips and Insights
Sep 5, 2023 – 52:22
The ERC Rollercoaster Continues
Aug 21, 2023 – 52:17
Level Up: Tax Practice Growth Tips
Aug 7, 2023 – 53:35
Tax Planning for 2023: Provisions on the Chopping Block
Jul 24, 2023 – 51:14
Making Changes to Your Tax Firm: A Summer Reflection
Jul 11, 2023 – 52:30
The Dirty Dozen Tax Scams of 2023
Jun 25, 2023 – 49:43

Recent Reviews

Arsenalfc1104

Love it!

Great to listen to while I run. I ran an extra mile for you Roger.
J123451

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.
YeseniaTrevino

Great podcast

Great Podcast… very easy to understand… 😃
AJS3450

Good information!

Great tax update! Roger and Annie made the information interesting and easy to listen to.
VTAcct

Quality Production So Far

Just finished the first episode. Absolutely appreciate the high audio quality, and the combination of depth and accessibility of content. Hard to find CPE this isn’t too dry and podcasts that offer actual technical information. This is both. The AICPA, PwC and others need to rise to the quality of this pilot episode.