# Live from the NAEA Fly-In: A Filing Season Debrief

Page: https://stenobird.com/podcast/federal-tax-updates-5954475/live-from-the-naea-fly-in-a-filing-season-debrief
Text version: https://stenobird.com/podcast/federal-tax-updates-5954475/live-from-the-naea-fly-in-a-filing-season-debrief.md
Podcast: [Federal Tax Updates](https://stenobird.com/podcast/federal-tax-updates-5954475)
Published: 2026-05-11T14:00:00+00:00
Episode link: https://share.transistor.fm/s/e2ae0901
Audio file: https://op3.dev/e/media.transistor.fm/e2ae0901/983229a7.mp3
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JSON: https://stenobird.com/v1/public/podcasts/federal-tax-updates-5954475/episodes/live-from-the-naea-fly-in-a-filing-season-debrief
Duration seconds: 3104

## Resource

Roger and Annie take Federal Tax Updates on the road to the NAEA National Fly-In in Washington, D.C., joined by Tax Notes Federal reporter Ben Valdez and a room full of practitioners ready to talk. The conversation covers the messy rollout of the One Big Beautiful Bill, the paper check-to-direct-deposit transition that left many taxpayers stranded, IRS phone lines that connect but don't solve, and the growing gap between what clients are hearing on TikTok and what their tax pros are actually filing. It's a filing season debrief unlike any other. 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) - Live From DC Fly-In (00:57) - Meet Ben Valdez (01:37) - Why Tax Journalism (02:19) - Reporting Complex Tax (03:14) - What Ben Is Watching (04:19) - Annie Recaps Filing (06:40) - Paper Checks Fallout (10:42) - Calling The IRS (13:04) - Audience SSN Credit Trap (15:41) - Standards And Misinformation (18:39) - Expats And International Changes (22:06) - Who Really Benefited (23:44) - Refund Hype Reality (25:11) - Fighting Tax Misinformation (27:01) - VITA Outreach Ideas (29:57) - Two Way IRS Dialogue (33:26) - No Silver Bullet Comms (35:43) - Payments Notices Chaos (37:06) - Phone Help Training Gaps (39:34) - Digital Messaging Future (42:16) - Identity Verification Surge (45:50) - Advisory Committees Value (48:09) - E File Rejections 1065 (50:07) - Final Thanks Wrap Up 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 Po…

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## Transcript

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