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All Episodes

Federal Tax Update Podcast — 107 episodes

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Title
1

2026-06-15 Trusts and the New Section 68

2

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

3

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

4

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

5

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

6

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

7

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

8

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

9

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

10

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

11

2026-03-16 Trump Account Proposed Regulations

12

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

13

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

14

2026-02-23 Supreme Court Strikes Down Tariffs

15

2026-02-16 Hallucinations Enter the Tax Court

16

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

17

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

18

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

19

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

20

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

21

2025-12-29 Marijuana Rescheduling Restarts After Long Pause

22

2025-12-22 Initial Scholarship Granting Organization Guidance Issued

23

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

24

2025-12-08 Initial Details Released on Trump Accounts

25

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

26

2025-11-15 Retirement Plan and IRA Inflation Numbers

27

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

28

2025-11-03 Qualifying Offers in Tax Disputes

29

2025-10-27 More IRS Government Shutdown Clarifications

30

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

31

2025-10-13 2026 Tax Year Inflation Numbers Published

32

2025-10-06 Guidance Push in Shutdown Week

33

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

34

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

35

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

36

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

37

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

38

2025-08-25 Stump the LLM

39

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

40

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

41

2025-08-04 A Late Tax Season Start Expected

42

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

43

2025-07-21 Dealing with Uncashed Retirement Plan Checks

44

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

45

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

46

2025-06-30 ERC Issues Return to Court

47

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

48

2025-06-16 The Case of the Vanishing Levy

49

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

50

2025-06-02 Revisiting Previously Discussed Cases

51

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

52

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

53

2025-04-28 Twice to the Supreme Court

54

2025-04-19 Hobby Horse Problems

55

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

56

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

57

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

58

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

59

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

60

2025-02-24 BOI Developments Week

61

2025-02-17 A Week of Lost Losses

62

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

63

2025-02-03 A Week of Tax Court Rulings

64

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

65

2025-01-20 SECURE 2.0 Act Proposed Guidance

66

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

67

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

68

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

69

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

70

2024-12-09 Nationwide Injunction on BOI Reporting

71

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

72

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

73

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

74

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

75

2024-11-04 Retirement Plan Inflation Numbers

76

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

77

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

78

2024-09-09 More BOI Reporting Issues

79

2024-09-03 BOI Review Time

80

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

81

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

82

2024-07-29 More IRS ERC Guidance

83

2024-07-22 IRA Finalizes RMD Regulations

84

2024-07-15 BOI Updates

85

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

86

2024-07-01 IRS to Eventually Automate FTA Relief

87

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

88

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

89

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

90

2024-06-03 LLC as an S Corporation Issue

91

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

92

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

93

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

94

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

95

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

96

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

97

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

98

2024-03-04 Court Questions Constitutionality of the CTA

99

2024-03-04 Court Questions Constitutionality of the CTA

100

2024-02-26 More BOI Information from an Insurer

101

2024-02-19 Insurers Update BOI Guidance

102

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

103

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

104

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

105

2024-01-16 Form 8308 Relief

106

2024-01-08 IRS Mistake Stands as Taxpayer Benefits

107

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