Episode
What's New at the IRS Tax Forums
- Podcast
- Federal Tax Updates
- Published
- Jun 29, 2026
- Duration seconds
- 3135
- Processing state
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- https://share.transistor.fm/s/aa975971
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Summary
Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate. 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 https://www.irstaxforum.com/ Chapters (00:00) - Welcome and Guest Intro (01:03) - What National Public Liaison Does (03:50) - Tax Forum Season Overview (05:01) - Cities Dates and Logistics (05:57) - What Makes Forums Different (10:02) - Pricing and Registration Deadlines (11:27) - Case Resolution and Digital Help (13:48) - Day Zero Practice Management (18:08) - Exhibit Hall and Networking Perks (19:52) - Sellouts and Final Forum Tips (23:13) - Transition to Other Updates (24:12) - Kwong Case Appeal and Deadlines (29:54) - Succession Planning OPR Alert (39:56) - IRS Hiring and Practitioner Office Changes (44:17) - Taxpayer Assistance and Service Act (51:01) - Wrap Up and Next Episode 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 Sub…