{"podcast":{"title":"Federal Tax Updates","slug":"federal-tax-updates-5954475","podcast_index_feed_id":5954475,"rss_url":"https://feeds.transistor.fm/federal-tax-updates","website_url":"https://federaltaxupdates.com","image_url":"https://img.transistorcdn.com/eP2n1-i2q4OclX-m7SCZURGTtGLTi_AI9Pc1KWL7eiE/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM2NDUzLzE2NzMw/Mjg5NzItYXJ0d29y/ay5qcGc.jpg","author":"Roger Harris, EA and Annie Schwab, CPA","episode_count":92,"summary":"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.","last_synced_at":"2026-09-15T04:20:40.895553+00:00","page_url":"https://stenobird.com/podcast/federal-tax-updates-5954475"},"episode":{"title":"Off-Season, On Notice: Refund Deadlines and a New IRS","slug":"off-season-on-notice-refund-deadlines-and-a-new-irs","published_at":"2026-06-01T14:00:00+00:00","page_url":"https://stenobird.com/podcast/federal-tax-updates-5954475/off-season-on-notice-refund-deadlines-and-a-new-irs","show_page_url":"https://stenobird.com/podcast/federal-tax-updates-5954475","url":"https://share.transistor.fm/s/4ea69760","audio_url":"https://op3.dev/e/media.transistor.fm/4ea69760/6c3f6cb8.mp3","summary":"Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano, a bumpy phase-out of paper checks, and stricter e-file matching that tripped up routine returns. The Kwong decision has handed taxpayers a hard July 10 deadline to claim refunds on COVID-era penalties and interest, with new ERC extension options and a possible conservation easement settlement adding to the summer to-do list. 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 Back From DC (00:46) - What We Heard In Washington (01:37) - Busy Season Takeaways (03:53) - IRS Digital Transformation (07:42) - CAF Delays And Practitioner Pain (09:31) - Online Accounts And ID Verification (14:54) - Paper Checks Phaseout Confusion (21:00) - Efile Rejections And Fraud Filters (22:43) - Trump Accounts And State Conformity (26:25) - New Developments The Kwong Case (28:45) - What Kuang Covers (34:07) - Practitioner Duty to Notify (37:49) - Processing Delays and Proof (41:19) - ERC Extra Time Request (43:27) - Easement Penalties and Settlement (48:11) - Action Items and IRS Forums (52:50) - Wrap Up and Next Episodes 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 transcript for this episode is available by clickin…","meta_description":"Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3281,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/federal-tax-updates-5954475/episodes/off-season-on-notice-refund-deadlines-and-a-new-irs/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/federal-tax-updates-5954475/off-season-on-notice-refund-deadlines-and-a-new-irs.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}