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.

Federal Tax Updates
Claim This Podcastby Roger Harris, EA and Annie Schwab, CPA
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Podcast Overview
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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Publishing Since
1/12/2023
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Recent Episodes

June 1, 2026
Off-Season, On Notice: Refund Deadlines and a New IRS
Roger Harris and Annie Schwab discuss the IRS's digital transformation, e-file changes, and the July 10th deadline for refund claims following the Kwong decision.

May 11, 2026
Live from the NAEA Fly-In: A Filing Season Debrief
Host Roger Harris and Host Annie Schwab interview Tax Notes Federal reporter Ben Valdez about the chaotic 2023 filing season, uncovering issues with IRS transitions and client misinformation.

April 27, 2026
Don't Cool Off Yet: Post-Tax Season Actions That Matter
<p>Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think.</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) - Welcome to Federal Tax Updates </li> <li>(01:11) - How Filing Season Went </li> <li>(03:22) - E File Perfection Period </li> <li>(05:43) - Avoid Rejection Penalties </li> <li>(06:42) - Post Season Firm Review </li> <li>(09:04) - Staff Clients Tech Tune Up </li> <li>(11:43) - Receivables And Reality Check </li> <li>(14:43) - Extensions And Client Capacity </li> <li>(17:36) - Kwong Case Penalty Relief </li> <li>(22:15) - How To File Form 843 </li> <li>(24:15) - Finding Penalties And Advising Clients </li> <li>(26:23) - Refund Tips Appeal Risk </li> <li>(28:30) - Appeal Or Move On </li> <li>(29:43) - Find Claims And Notify Clients </li> <li>(31:15) - Value Price The Filing </li> <li>(33:10) - No Tax On Tips Update </li> <li>(37:09) - Trump Accounts Stats </li> <li>(39:42) - Refund Credit Goes To Preparers </li> <li>(41:38) - IRS Hearing Highlights </li> <li>(47:10) - Budget Cuts And Tax Gap </li> <li>(52:08) - Wrap Up And DC Teaser</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>The full transcript for this episode is available by clicking on the Transcript tab at the top of this page</strong></p><p>All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.</p>
84 total episodes available with 57 transcripts
Recent guests on Federal Tax Updates
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jennifer MacMillan
Guest
Roger Harris
Guest
Annie Schwab
Guest
Danny Werfel
Guest
John Barucci
Guest
Alan Pinck
Guest
Blake Oliver
Guest
Jeff Phillips
Guest
Amanda
Guest
Katarina
Guest
Scott Bessent
Guest
Maggie Romaniello
Guest
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- What is Federal Tax Updates?
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This podcast updates daily.
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