Episode
Don't Cool Off Yet: Post-Tax Season Actions That Matter
- Podcast
- Federal Tax Updates
- Published
- Apr 27, 2026
- Duration seconds
- 3204
- Processing state
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- https://share.transistor.fm/s/825fea25
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Summary
Roger and Annie kick off post-tax season with a checklist of what to do now — from chasing down e-file rejections to evaluating your firm's clients, staff, and workflow while it's all still fresh. They also cover the latest OBBA updates on No Tax on Tips, key IRS filing season stats from the April 15th Congressional hearing, and an urgent reminder about the Kwong v. United States penalty relief deadline that's closer than you think. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Links mentioned in this episode Chapters (00:00) - Welcome to Federal Tax Updates (00:56) - How Filing Season Went (03:07) - E File Perfection Period (05:28) - Avoid Rejection Penalties (06:27) - Post Season Firm Review (08:49) - Staff Clients Tech Tune Up (11:28) - Receivables And Reality Check (14:28) - Extensions And Client Capacity (17:21) - Kwong Case Penalty Relief (22:00) - How To File Form 843 (24:00) - Finding Penalties And Advising Clients (26:08) - Refund Tips Appeal Risk (28:15) - Appeal Or Move On (29:28) - Find Claims And Notify Clients (31:00) - Value Price The Filing (32:55) - No Tax On Tips Update (36:54) - Trump Accounts Stats (39:27) - Refund Credit Goes To Preparers (41:23) - IRS Hearing Highlights (46:55) - Budget Cuts And Tax Gap (51:53) - Wrap Up And DC Teaser Follow the Federal Tax Updates Podcast on Social Media twitter.com/FedTaxPod facebook.com/FedTaxPod linkedin.com/showcase/fedtaxpod Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Federal Tax Updates podcast in your favorite podcast app! This podcast is a production of Earmark Media The full…