All Episodes
Displaying 1 - 20 of 66 in total
Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution
Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial...
One Big Beautiful Bill Passes: Everything You Need to Know
Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill. He breaks down the tax legislation that extends TCJA provisions a...
Your Client Data Is Under Attack: An IRS Agent's Warning
Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS vete...
The Big Beautiful Bill: Summer Tax Drama Unfolds
Annie and Roger break down the political maneuvering around the "big beautiful bill" extending the Tax Cuts and Jobs Act, explaining why seemingly simple provisions li...
Beyond the Resume: Why Skills Testing is the Future of Accounting Hires
Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The c...
Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS
Former IRS Commissioner Danny Werfel joins Roger and Annie for a wide-ranging conversation about his tenure leading the nation's tax agency during a period of unpreced...
Tax Season Aftermath
Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status...
Inside the IRS: A Conversation with Terry Lemons
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 Lia...
Replay: Surviving a Cyber Attack
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account ...
Circular 230 Changes: What Practitioners Need to Know
Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues ...
BOI Relief, Tax Reform, and IRS Restructuring
Roger and Annie provide critical updates on the Treasury Department's decision to halt Corporate Transparency Act penalties and enforcement requirements, bringing reli...
IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights
Roger and Annie explore major changes affecting tax professionals in early 2024, including significant staffing changes at the IRS and ongoing uncertainty around Benef...
IRS Funding, Tax Gaps, and Modern Tech
Former IRSAC Chair Annette Nellen joins Roger and Annie to discuss critical challenges facing the IRS and tax administration. The conversation explores the growing tax...
Tax Season Kickoff
Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive b...
Crypto for Tax Pros
Crypto tax expert Amir Marmar of JFDI Accountants breaks down the complexities of cryptocurrency taxation and shares guidance on when tax professionals should handle c...
Achieve 10X Growth for Your Firm: The Firm Owner's Playbook
Three successful accounting firm owners share their journeys from small practices to achieving 10X revenue growth. Through candid conversations about hiring strategies...
Tax Season 2025: Changes, Challenges, and Uncertainties
Annie and Roger discuss crucial tax updates as 2024 draws to a close, including the recent injunction against beneficial ownership reporting requirements, the evolving...
Post-Election Tax Landscape
Capitol Hill insider Thad Inge joins Roger Harris to unpack how the election results could reshape major tax policy decisions in 2024 and beyond. The discussion explor...
1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing
Special guest Wendy Walker, VP of Regulatory Affairs at Sovos and Chair of IRSAC's Information Reporting Committee, breaks down the latest developments in 1099-K repor...
What You Need to Know About Beneficial Ownership Information Reporting | Part 2
In Part 2 of their BOI series, Roger and Annie tackle the most challenging aspects of beneficial ownership reporting requirements, focusing on determining who qualifie...