Federal Tax Updates

Inside the IRS: A Conversation with Terry Lemons

Listen Later

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.

Sponsors
Padgett -  Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to Federal Tax Updates
  • (01:28) - Celebrating the 50th Podcast with Special Guest Terry Lemons
  • (03:07) - Terry Lemons' Journey to the IRS
  • (06:31) - The Role and Influence of IRS Commissioners
  • (11:17) - Preparing a Commissioner to Testify Before Congress
  • (22:12) - Challenges and Perceptions of Working at the IRS
  • (28:27) - Debunking IRS Agent Myths
  • (30:45) - IRS Efficiency and Transformation
  • (32:12) - Challenges and Improvements at the IRS
  • (33:34) - Reflecting on Filing Seasons
  • (35:52) - Historical IRS Challenges
  • (40:12) - Future Tax Law Changes and Implications
  • (44:19) - Terry's Retirement Plans
  • (45:55) - The Importance of Tax Professionals Community
  • (52:03) - Final Thoughts and Farewell

    • Get NASBA Approved CPE or IRS Approved CE
    Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

    Connect with Terry Lemons
    https://www.linkedin.com/in/terry-lemons-77b3641a9

    Connect with the Roger and Annie on LinkedIn
    https://www.linkedin.com/in/rogerharrispbs/
    https://www.linkedin.com/in/annie-schwab-852418261/

    Review
    Leave a review on Apple Podcasts or Podchaser

    Subscribe
    Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

    ...more
    View all episodesView all episodes
    Download on the App Store
    Federal Tax UpdatesBy Roger Harris, EA and Annie Schwab, CPA
    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    32 ratings

    More shows like Federal Tax Updates

    View all
    WSJ Your Money Briefing by The Wall Street Journal

    WSJ Your Money Briefing

    1,713 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    597 Listeners

    PwC's accounting podcast by PwC

    PwC's accounting podcast

    180 Listeners

    Your Money, Your Wealth by Your Money, Your Wealth

    Your Money, Your Wealth

    816 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    426 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    115 Listeners

    NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

    NerdWallet's Smart Money Podcast

    883 Listeners

    Tax Notes Talk by Tax Notes

    Tax Notes Talk

    92 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    347 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    255 Listeners

    The Long View by Morningstar, Ben Johnson, Christine Benz

    The Long View

    934 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    828 Listeners

    The Long Term Investor by Peter Lazaroff

    The Long Term Investor

    145 Listeners

    On Investing by Charles Schwab

    On Investing

    334 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    14 Listeners