Tax Notes Talk

Professor Samuel Brunson of Loyola University Chicago discusses social media tax scams highlighted in the IRS’s 2023 “Dirty Dozen” list of scams and how to spot this misinformation.

For more, read "Be Wary of Tax Advice on Social Media, IRS Warns," in Tax Notes.

In our “Editors’ Corner” segment, Robert van Brederode, the founding partner of BrederodeTax LLC, chats about his Tax Notes piece, “Disclosure of Presidential Tax Returns Violates Right to Privacy.” 

Follow us on Twitter:

• Cady Stanton: @cady_stanton
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

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Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner: Jordan Parrish
Audio Engineers: Jordan Parrish, Peyton Rhodes
Guest Relations: Alexis Hart

Former IRS Commissioner Fred Goldberg, now with Skadden, shares his thoughts on the IRS’s strategies and proposals outlined in the recently released spending plan for the $80 billion granted by the Inflation Reduction Act.

For additional coverage, read these articles in Tax Notes:

• Werfel to Address IRS Budget and Filing Season at Senate Hearing
• Scholar Suggests Reforming IRS Over Spending More on Enforcement
• Foreign Taxpayers Cautiously Optimistic About IRS’s Payment Plan
• Everybody Wins Under IRS’s New Compliance Model, Observers Say
• Long-Awaited IRS Spending Plan Still Lacks Key Details
• IRS Spending Plan Puts Emphasis on Centralizing Activities
• Analysis: Transforming How the IRS Serves Taxpayers

Follow us on Twitter:

• Jonathan Curry: @jtcurry005
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax/events.

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Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Tax Notes contributing editor Robert Goulder discusses the history of bank secrecy, Credit Suisse’s role in it, and the bank’s recent collapse.

For additional coverage, read these articles in Tax Notes:

• Government Goes After ‘Bank Hopping’ Couple for FBAR Penalties
• Finance Committee Says Hidden Swiss Bank Accounts Fight Isn't Over
• UBS May Have Bought Credit Suisse’s Undeclared Account Troubles
• FATCA Shortfalls Bring Calls for Elimination, Better Enforcement
• France Again Denies UBS Whistleblower’s Compensation Request
• Report: U.K. Residents Have £570 Billion Stashed in Tax Havens

Follow us on Twitter:

• Robert Goulder: @RobertGoulder
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax/events.

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Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Tax Notes legal reporter Caitlin Mullaney discusses ChatGPT’s understanding of tax.

For more, read "Off the Beaten Tax: Could the Robots Be Coming for the Tax Preparers?" in Tax Notes.

Follow us on Twitter:

• Caitlin Mullaney: @MullaneyWrites
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax/events.

This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

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Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Grace Perez-Navarro discusses her long career at the OECD Centre for Tax Policy and Administration and what’s next after her retirement.

For additional coverage, read these articles in Tax Notes:

• Analysis: The OECD’s Push for Women Leaders in Tax Transparency
• Analysis: Grace Perez-Navarro — A Champion of Transparency and Inclusion

Follow us on Twitter:

• Stephanie Soong: @StephanieSoong
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax/events.

This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

***
Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Kyle Pomerleau of the American Enterprise Institute discusses the Biden administration’s fiscal 2024 budget and examines how the tax proposals play into the administration’s wider political agenda.

For additional coverage, read these articles in Tax Notes:

• White House Budget Plan Targets Wealthy With Tax Increases
• Treasury Green Book Shows Few Major Changes in Tax Policy Goals
• Biden Budget Would Raise Taxes on Wealthy to Save Medicare

In our “Editors’ Corner” segment, Amish Shah, a partner at Holland & Knight, chats about his upcoming Tax Notes column on the intersection of clean energy and tax. 

Follow us on Twitter:

• Alex Rifaat: @alexrifaat
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

Tax Notes contributing editor Nana Ama Sarfo discusses digital services taxes and the OECD’s goal to solve related challenges through the pillar 1 multilateral convention.

For additional coverage, read these articles in Tax Notes:

• Pillar 1 Tax Convention Talks Hitting Roadblocks, Le Maire Says
• Analysis: DSTs, Destabilization, and the Rocky Road to Pillar 1
• Netflix Tells OECD to Mull Cultural Levies for DST Rollback List
• Kenya Urges Narrower DST Removal Scope for Wider Tax Deal Buy-In
• OECD Consults on DST Rollback, Global Minimum Tax Implementation
• U.K. Will Consider Extending DST if Pillar 1 Is Delayed

Follow us on Twitter:

• Nana Ama Sarfo: @nanaama_sarfo
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

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This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

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Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Tony Santiago of TaxSearch Inc. discusses how the tax profession is changing and offers advice on developing future tax leaders.

For additional coverage, read Santiago's articles in Tax Notes:

• Addressing the Upcoming Tax Leadership Shortfall
• Prepare for the Biggest Tax Leadership Turnover Ever
• How an EY Split-Off Could Affect the U.S. Tax Profession
• Top Seven Reasons a Future Tax Leader Should Work in the Office

Follow us on Twitter:

• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

**
This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

This episode is sponsored by Practising Law Institute. For more information, visit pli.edu/taxplanning23.

***
Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Tax Notes contributing editor Ryan Finley discusses the IRS’s major win in 3M and how it may affect other transfer pricing cases. 

Listen to related episodes:

• Transfer Pricing Litigation Update II
• Transfer Pricing Litigation Update
• Coca-Cola Transfer Pricing Challenge Fizzles

For additional coverage, read these articles in Tax Notes:

• Analysis: 3M and the Renaissance of the Commensurate With Income Standard
• Supplemental Briefing Requested in Coca-Cola Transfer Pricing Case
• Tax Court Rejects 3M’s Challenge of Blocked Income Regs
• Analysis: Brazilian Transfer Pricing Reforms Ease U.S. Tax Frictions

Follow us on Twitter:

• Ryan Finley: @ryanmfinley
• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

**
This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

***
Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart

Tax Notes legal reporter Nathan Richman talks with IRS Criminal Investigation Deputy Chief Guy Ficco about the upcoming Advance Collaboration Data Center and other CI initiatives.

For additional coverage, read these articles in Tax Notes:

• IRS Starts Showing Tax Fraud Fruits of Pandemic Investigations
• First Update to IRS’s Bank Secrecy Act Data Analysis Coming Soon
• IRS Criminal Investigators Want to Keep Talking About Bank Data
• IRS Looking for Real Tax Crime in Virtual Reality
• IRS Teams Collaborating to Thwart Emerging Cybercrimes and Fraud
• CI Chief Has a Big Plan for How to Find Tax Dirty Deeds

In our “Editors’ Corner” segment, Sharon Katz-Pearlman, a shareholder with Greenberg Traurig’s global tax practice in New York, chats about her Tax Notes piece, "Definitely Not Boring: The U.N. Tax Committee and OECD Collide.”  

Follow us on Twitter:

• David Stewart: @TaxStew
• Tax Notes: @TaxNotes

**
This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

***
Credits
Host: David D. Stewart
Executive Producers: Jasper B. Smith, Paige Jones
Showrunner and Audio Engineer: Jordan Parrish
Guest Relations: Alexis Hart