Federal Tax Updates

New Programs, Looming Deadlines, and Forum Insights

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Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. They discuss the ongoing challenges surrounding Beneficial Ownership Information reporting requirements and their potential impact on tax practitioners. The hosts also preview their upcoming live podcast recording at the IRS Tax Forum in Dallas, offering listeners a glimpse into this valuable industry event.

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  • (00:00) - Welcome to Federal Tax Updates
  • (02:03) - Current Political Climate in DC
  • (02:37) - Legislative Updates and Tax Relief
  • (08:33) - Digital Asset Reporting
  • (09:16) - Security Summit and WISP
  • (19:01) - Employer Retention Credit Updates
  • (27:56) - IRS Moratorium and Fraud Analysis
  • (31:27) - Penalties and Promoter Fines
  • (32:12) - ERC Business Resurgence
  • (35:00) - Beneficial Ownership Information Reporting
  • (37:28) - Challenges and Uncertainties in BOI Compliance
  • (46:42) - IRS Forums and Upcoming Events

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

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    This podcast is a production of the Earmark Media

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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    Federal Tax UpdatesBy Roger Harris, EA and Annie Schwab, CPA
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