Paying taxes is painful, but hearing about them shouldn't have to be. Welcome to Tax Breaks, our weekly podcast full of tax tips, need-to-know deadlines and the latest tax-related news.
On this episode of "Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social Security benefits. She also delves into the nuances of early vs. full retirement age for Social Security, emphasizing the financial implications.
Kelly Phillips Erb also explores the increasing role of artificial intelligence in tax administration, examining its use by the IRS for audits and taxpayer assistance
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23 Apr 2025
The Millions Breathe A Sigh Of Relief After Tax Day Edition
On this week's episode of Forbes Tax Breaks, Forbes Senior Write Kelly Phillips Erb dives into the post-Tax Day landscape, exploring changes to the tax system and the fate of the IRS Direct File program. Kelly also tackles record-keeping rules, answers a listener's question about IRS levies, and examines the debate over classifying Mega Marshmallows for VAT purposes in the UK.
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16 Apr 2025
The Week That Turned Out To Be A Wild Ride Edition
This week on "Tax Breaks" host and Forbes Senior Writer Kelly Phillips Erb covers the week's volatile stock market due to President Trump's tariffs.
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1 Apr 2025
The End To Tax Season Is Just Around The Corner Edition
This week, on Tax Breaks, Forbes Senior Writer Kelly Phillips Erb explores the end of tax season, U.S. companies receiving a break on beneficial ownership information (BOI) reporting, and changes at the IRS and the Social Security Administration. She also delves into reporting last year's bonus pay, reveals tax filing season statistics and discusses the tax implications of Name, Image, and Likeness (NIL) income for college athletes.
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27 Mar 2025
The Keeping Your Sanity And Surviving Tax Season Edition
In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more.
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25 Mar 2025
How To Keep Your Sanity And Survive Tax Season
In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more.
SHOW NOTES:
Tax Filing Season Stats:
https://www.forbes.com/sites/kellyphillipserb/2025/03/17/with-a-month-to-go-irs-tax-season-filing-data-continues-to-show-little-signs-of-life/
Filing For Extension:
https://www.forbes.com/sites/kellyphillipserb/2025/03/17/not-ready-to-file-your-tax-return-file-for-an-extension/
FBAR:
https://www.forbes.com/sites/virginialatorrejeker/2025/03/21/fbar-due-date-triggers-and-key-compliance-rules-for-us-taxpayers/
Social Security:
https://www.forbes.com/sites/kellyphillipserb/2025/03/21/social-security-will-grab-tax-refunds-and-use-100-benefit-withholding-to-recover-overpayments/
Unemployment benefits:
https://www.forbes.com/sites/kellyphillipserb/2025/03/20/unemployment-benefits-can-raise-tax-questions-and-attract-scammers/
WalletHub survey:
https://wallethub.com/blog/tax-survey/20056
Rashelle Isip website:
https://www.theorderexpert.com/
Time management during tax season:
https://www.forbes.com/sites/kellyphillipserb/2025/03/21/how-to-schedule-time-for-tax-prep-keep-your-sanity-and-survive-tax-season/
Form 1099-K IRS web page:
https://www.irs.gov/businesses/understanding-your-form-1099-k
Retirement Distributions:
https://www.forbes.com/sites/dereksaul/2025/03/19/forbes-recession-tracker-economists-warn-trump-could-be-author-of-a-deep-recession/
Tax refund story:
https://www.forbes.com/sites/robertwood/2025/03/17/irs-releases-and-debunks-five-tax-myths-about-getting-your-tax-refund/
Mail Carrier story:
https://www.forbes.com/sites/kellyphillipserb/2025/03/19/former-postal-worker-stole-more-than-16-million-in-checks-including-tax-refunds/
Link to Tingle Table image:
https://www.loc.gov/item/2017646288
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18 Mar 2025
The Government Lights Remain On For Now Edition
On this episode of Tax Breaks, Forbes Senior Writer Kelly Phillips Erb covers the budget resolution Trump signed this past weekend, IRS staffing and budget cuts, and the status of the current tax filing season.
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12 Mar 2025
The Choose Your Own Tax Adventure Edition
This week on 'Tax Breaks', Forbes Senior Writer Kelly Philips Erb talks about her adventures in Alaska, recent budget moves, beneficial ownership information (BOI) reporting, a new IRS Commissioner, penny stocks and more.
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25 Feb 2025
Tax Breaks: The Tax View From The Top Of The World Edition
This week on Tax Breaks, Forbes Senior Editor Kelly Phillips Erb is talking about job losses at IRS, taxpayer privacy, the House and Senate making progress on the budget, changing your name, taxes on tips, and more.
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18 Feb 2025
The IRS Criminal Investigation And Cancer Scam Edition
On this week’s episode of the Forbes Tax Breaks Podcast, Forbes Senior Writer and tax attorney Kelly Phillips Erb discusses the IRS Criminal Investigation, including its role in taking down a fake cancer scam. Also, she covers the slow start to the tax filing season, movement on the budget, rescheduling cannabis, and a little tax trivia.
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11 Feb 2025
Up-To-Date Tax Info On IRS Direct File, VITA, And More
This week on Tax Breaks, we’re talking about IRS programs for taxpayers that need a hand, plus Trump tariffs,, the Earned Income Tax Credit, the student loan interest deduction, seasonal filing statistics, industry updates, and a beneficial ownership information (BOI) reporting update.
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4 Feb 2025
If You Claim The Earned Income Tax Credit, Your Refund Can't Come Until This Date
On this week's episode of the Forbes Tax Breaks Podcast, Forbes Senior Writer and tax attorney Kelly Phillips Erb discusses the removal of IRS documents related to DEI initiatives, the impact of the IRS hiring freeze, and new tax scams targeting taxpayers. Additionally, this episode features a trivia question about audit odds and highlights the passing of Carolyn Ann Tavenner, a key figure in IRS history.
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29 Jan 2025
What To Know About The Not-So-Usual 2025 Tax Season
The implications of the Trump administration's policies on the 2025 tax season.
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