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All Episodes

Federal Tax Update Podcast — 117 episodes

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Title
1

2026-08-24 Proposed Regulations Week

2

2026-08-17 Maybe State Law Limited Partner Isn't the Test for 1402a13

3

2026-08-10 IRS Guidance on Qualifed Overtime for 2026-2028

4

2026-08-03 On Again Off Again On Again PLR

5

2026-07-27 AICPA New Interpretation on Indepdendence and Tax Engagements

6

2026-07-20 IRS Expands Business Tax Accounts

7

2026-07-13 A Week of Final Regulations

8

2026-07-06 ERC Cases Galore Week

9

2026-06-29 OPR Releases Guidance on use of Generative AI

10

2026-06-22 Qualified Opportunity Zone Interim Guidance for OBBBA

11

2026-06-15 Trusts and the New Section 68

12

2026-06-08 An Inconsistent Tale of Two ERC Court Rulings

13

2026-06-01 More Details on the Activation of Trump Accounts

14

2026-05-25 IRS Prepares to Challenge Kwong After Limited AOD on Abdo

15

2026-05-18 If a Client Claims Charitable Contributions You Must Understand the CWA Rules

16

2026-05-11 The Expensive Lost White Receipt and Certified Mailing

17

2026-05-04 Treasury Previews Upcoming 280E Medical Marijuana Guidance

18

2026-04-27 No More 280E for State-Legal Medical Cannabis Businesses

19

2026-04-20 Final Regulations Issued on Qualified Tip Income

20

2026-03-23 Claim of Right and the Correct Tax Year

21

2026-03-16 Trump Account Proposed Regulations

22

2026-03-09 Sir You Are About to Lose Your Passport

23

2026-03-02 Another Circuit Find IRS Has Assessment Authority for Section 6038(b) Penalties

24

2026-02-23 Supreme Court Strikes Down Tariffs

25

2026-02-16 Hallucinations Enter the Tax Court

26

2026-02-09 Another Former Spouse Ends Up With a Jackpot When Her Ex-Spouse Dies Due to ERISA

27

2026-02-02 Paper Refund Checks Notices and Patience Now

28

2026-01-26 Court Allows ERC Claim to Go Forward-But Throws Out APA Challenge

29

2026-01-19 Fifth Circuit Reverses Tax Court on SE Income for State Law Limited Partners

30

2026-01-05 Proposed Regulations on New Car Loan Interest Deduction

31

2025-12-29 Marijuana Rescheduling Restarts After Long Pause

32

2025-12-22 Initial Scholarship Granting Organization Guidance Issued

33

2025-12-15 Postmark Date Risk Due to USPS Change

34

2025-12-08 Initial Details Released on Trump Accounts

35

2025-11-24 Tips and Overtime Form 1040 Reporting Reiief

36

2025-11-15 Retirement Plan and IRA Inflation Numbers

37

2025-11-10 Employer Guidance for 2025 Qualified Tips and Overtime

38

2025-11-03 Qualifying Offers in Tax Disputes

39

2025-10-27 More IRS Government Shutdown Clarifications

40

2025-10-20 Who Owns a Hotel's ERTC Refund?

41

2025-10-13 2026 Tax Year Inflation Numbers Published

42

2025-10-06 Guidance Push in Shutdown Week

43

2025-09-29 The End of Individual Refund Checks Approaches

44

2025-09-22 Catch-Up Contribution SECURE 2.0 Regulations Released

45

2025-09-15 QBI Deduction, W-2 Wages and Section 280E

46

2025-09-08 IRS Releases Preliminary List of Eligible Qualified TIp Occupations

47

2025-09-02 Better Late Than Never R&E Procedural Relief

48

2025-08-25 Stump the LLM

49

2025-08-18 State Tax Credit SALT Workaround Regulation Challenge Fails

50

2025-08-11 IRS Announces No Payroll Changes for 2025

51

2025-08-04 A Late Tax Season Start Expected

52

2025-07-28 ACA Tax Inflation Adjustment Numbers for 2026 Week

53

2025-07-21 Dealing with Uncashed Retirement Plan Checks

54

2025-07-14 Passage of a Much Shorter Additional Tax Bill

55

2025-07-07 Win Some Lose Some on Statutes of Limitations for the IRS

56

2025-06-30 ERC Issues Return to Court

57

2025-06-23 Senate Finance Committee Tax Provision Draft Issued

58

2025-06-16 The Case of the Vanishing Levy

59

2025-06-09 Worthlessness vs Cancellation of Debt Are Not the Same

60

2025-06-02 Revisiting Previously Discussed Cases

61

2025-05-26 Second Challenge to Convenience of the Employer Rule

62

2025-05-12 Taxpayer Fails to Qualify for Deduction for DoD Ordered Move

63

2025-04-28 Twice to the Supreme Court

64

2025-04-19 Hobby Horse Problems

65

2025-04-16 A Very Busy Week as the Deadline Approached

66

2025-04-07 The Cost of Too Good to Be True

67

2025-03-17 IRS Guidance on When a Scam Generates a Theft Deduction

68

2025-03-10 Can We Mostly Ignore BOI Now?

69

2025-03-03 FinCEN Announces BOI Relief and Future Actions

70

2025-02-24 BOI Developments Week

71

2025-02-17 A Week of Lost Losses

72

2025-02-10 New Administration Pushes Foward with the CTA

73

2025-02-03 A Week of Tax Court Rulings

74

2025-01-27 BOI Sees Supreme Court Action But There a Catch

75

2025-01-20 SECURE 2.0 Act Proposed Guidance

76

2025-01-13 Tax Filing and Payment Relief for California Wildfires and More

77

2025-01-06 Digital Assets, BOI, Conservation Easements and Embezzlement

78

2024-12-24 IRS Proposes Significant Revisions to Circular 230

79

2024-12-16 IRS Expands Business Tax Accounts Features and Access

80

2024-12-09 Nationwide Injunction on BOI Reporting

81

2024-12-02 New Form for 83(b) Elections

82

2024-11-25 IP PINs, Divorced Parents and Children

83

2024-11-18 End of Partnership Suspense Account at the IRS

84

2024-11-11 Post Election Issue on Tax Bills and the Reconciliation Process

85

2024-11-04 Retirement Plan Inflation Numbers

86

2024-10-28 IRS Releases Most 2025 Inflation Adjusted Numbers

87

2024-10-21 Staking Returns for One More Try at Court

88

2024-09-09 More BOI Reporting Issues

89

2024-09-03 BOI Review Time

90

2024-08-26 IRS ERC Notices of Denial-Comments of the Taxpayer Advocate

91

2024-08-05 House Passed Tax Bill Fails to Clear Cloture Vote in the Senate

92

2024-07-29 More IRS ERC Guidance

93

2024-07-22 IRA Finalizes RMD Regulations

94

2024-07-15 BOI Updates

95

2024-07-08 Supreme Court Makes It Easier to Challenge Regulations

96

2024-07-01 IRS to Eventually Automate FTA Relief

97

2024-06-24 Supreme Court Upholds the 965 Transition Tax

98

2024-06-17 Do Not Believe Your Chatbot on Tax Matters

99

2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance

100

2024-06-03 LLC as an S Corporation Issue

101

2024-05-27 Misleading Silences Are Sometimes Fine in Tax

102

2024-05-13 Changes to CAFs and Process for Tax Pros to Obtain Transcripts

103

2024-04-29 No Minimum Attention Required for Supervisor Approval of Penalties per Tax Court

104

2024-04-22 IRS Extends Limited RMD Relief But Warns They Expect This to Be the Last Time

105

2024-04-01 Tax Court Reverses Position on Validity of Conservation Easement Regulation

106

2024-03-25 ERC Voluntary Disclosure Program Is Over - What Next

107

2024-03-18 Last Call to Enter ERC Voluntary Disclosure Program

108

2024-03-04 Court Questions Constitutionality of the CTA

109

2024-03-04 Court Questions Constitutionality of the CTA

110

2024-02-26 More BOI Information from an Insurer

111

2024-02-19 Insurers Update BOI Guidance

112

2024-02-12 Are You Giving Bad Advice on Electronic Filing

113

2024-02-05 More Movement on Proposed Retroactive Tax Bills

114

2024-01-29 Bipartisan Retroactive Tax Bill Clears Ways and Means Committee

115

2024-01-16 Form 8308 Relief

116

2024-01-08 IRS Mistake Stands as Taxpayer Benefits

117

2024-01-02 FinCEN Welcomes 2024 By Opening BOI Filing Site