Federal Tax Updates

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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

Recent Episodes
  • Former Commissioner Danny Werfel Speaks on the Past and Future of the IRS
    Jun 2, 2025 – 59:30
  • Tax Season Aftermath
    May 5, 2025 – 54:08
  • Inside the IRS: A Conversation with Terry Lemons
    Apr 21, 2025 – 54:31
  • Replay: Surviving a Cyber Attack
    Apr 7, 2025 – 50:42
  • Circular 230 Changes: What Practitioners Need to Know
    Mar 24, 2025 – 01:00:55
  • BOI Relief, Tax Reform, and IRS Restructuring
    Mar 11, 2025 – 53:09
  • IRS Upheaval: Staff Cuts, BOI Updates, and Filing Season Insights
    Feb 24, 2025 – 55:53
  • IRS Funding, Tax Gaps, and Modern Tech
    Feb 10, 2025 – 56:25
  • Tax Season Kickoff
    Jan 27, 2025 – 55:59
  • Crypto for Tax Pros
    Jan 13, 2025 – 01:08:39
  • Achieve 10X Growth for Your Firm: The Firm Owner's Playbook
    Dec 30, 2024 – 52:55
  • Tax Season 2025: Changes, Challenges, and Uncertainties
    Dec 16, 2024 – 50:33
  • Post-Election Tax Landscape
    Nov 25, 2024 – 53:15
  • 1099-K Thresholds, Crypto Reporting, and the Future of IRS Filing
    Nov 11, 2024 – 51:18
  • What You Need to Know About Beneficial Ownership Information Reporting | Part 2
    Oct 28, 2024 – 58:03
  • What You Need to Know About Beneficial Ownership Information Reporting | Part 1
    Oct 21, 2024 – 51:55
  • How Modern Firm Owners are Addressing Common Industry Woes
    Oct 7, 2024 – 01:00:34
  • Elections, Tax Changes, and Compliance Deadlines
    Sep 23, 2024 – 53:15
  • Live From The Dallas IRS Tax Forum
    Sep 9, 2024 – 01:34:11
  • New Programs, Looming Deadlines, and Forum Insights
    Aug 26, 2024 – 50:28
  • The ERC Landscape with Hale Sheppard
    Jul 29, 2024 – 54:11
  • Solving the Staffing Crisis in Accounting Firms
    Jul 15, 2024 – 57:50
  • What Small Businesses Need to Know about New Overtime Rules
    Jul 1, 2024 – 53:10
  • Handling IRS Notices Like a Pro
    Jun 17, 2024 – 53:20
  • Summer Strategies for Savvy Tax Professionals
    Jun 3, 2024 – 46:02
  • Roger Testifies to Congress About The Corporate Transparency Act
    May 20, 2024 – 01:24:50
  • Tax Season Reflections
    May 6, 2024 – 48:28
  • Post-Tax Season Tune-Up
    Apr 22, 2024 – 50:55
  • Surviving a Cyber Attack
    Apr 8, 2024 – 50:42
  • Charting Through the 2024 Tax Season Maelstrom
    Mar 25, 2024 – 54:30
  • Corporate Transparency Act Ruled Unconstitutional
    Mar 11, 2024 – 57:00
  • Excerpt: Corporate Transparency Act Ruled Unconstitutional
    Mar 4, 2024 – 17:02
  • Ready, Set, File! Tax Season 2024 Updates
    Feb 26, 2024 – 52:20
  • Navigating New Beneficial Ownership Rules
    Feb 12, 2024 – 44:02
  • Your 2024 Tax Season Cheat Sheet
    Jan 29, 2024 – 44:06
  • Why Become an EA
    Jan 15, 2024 – 34:44
  • The Long Road to Tax Certainty
    Jan 2, 2024 – 52:48
  • Fraud Claims and Client Trust
    Dec 18, 2023 – 50:00
  • Building Financial Literacy and Trust with Small Business Clients
    Dec 4, 2023 – 44:05
  • Getting Ready for the 2024 Tax Season
    Nov 20, 2023 – 58:04
  • How to Withdraw an Employee Retention Credit (ERC) Claim
    Nov 6, 2023 – 48:33
  • Navigating Entity Selection for Small Businesses
    Oct 23, 2023 – 50:38
  • IRS Imposes Moratorium on ERC
    Oct 2, 2023 – 54:01
  • Roger Testifies to Congress About ERTC
    Sep 18, 2023 – 01:58:33
  • Gearing Up for Q4: Tax Prep Tips and Insights
    Sep 5, 2023 – 52:22
  • The ERC Rollercoaster Continues
    Aug 21, 2023 – 52:17
  • Level Up: Tax Practice Growth Tips
    Aug 7, 2023 – 53:35
  • Tax Planning for 2023: Provisions on the Chopping Block
    Jul 24, 2023 – 51:14
  • Making Changes to Your Tax Firm: A Summer Reflection
    Jul 11, 2023 – 52:30
  • The Dirty Dozen Tax Scams of 2023
    Jun 25, 2023 – 49:43
Recent Reviews
  • Arsenalfc1104
    Love it!
    Great to listen to while I run. I ran an extra mile for you Roger.
  • J123451
    Great updates for even a non-tax CPA
    Everyone thinks all CPAs do taxes. I don't. But this podcast helps me understand the basics and be knowledgeable on current issues.
  • YeseniaTrevino
    Great podcast
    Great Podcast… very easy to understand… 😃
  • AJS3450
    Good information!
    Great tax update! Roger and Annie made the information interesting and easy to listen to.
  • VTAcct
    Quality Production So Far
    Just finished the first episode. Absolutely appreciate the high audio quality, and the combination of depth and accessibility of content. Hard to find CPE this isn’t too dry and podcasts that offer actual technical information. This is both. The AICPA, PwC and others need to rise to the quality of this pilot episode.
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.