{"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":"Turning Tax Chaos Into Revenue Opportunities","slug":"turning-tax-chaos-into-revenue-opportunities","published_at":"2026-07-13T14:00:00+00:00","page_url":"https://stenobird.com/podcast/federal-tax-updates-5954475/turning-tax-chaos-into-revenue-opportunities","show_page_url":"https://stenobird.com/podcast/federal-tax-updates-5954475","url":"https://share.transistor.fm/s/12cc6e14","audio_url":"https://op3.dev/e/media.transistor.fm/12cc6e14/8595d566.mp3","summary":"Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value. 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. Chapters (00:00) - Welcome Back Annie (00:50) - Previewing The Conference Talk (02:46) - Clients Want Advisory (08:09) - AI And The Future (10:03) - ERC Lessons Learned (15:16) - Tools For Fast Changes (17:29) - Marketing Beyond Clients (26:05) - OBBA And Data Mining (31:14) - Invest in Tech Stack (32:16) - OBB Client Communication (34:58) - Kwong Case Refund Window (39:29) - Data Mining and Online Accounts (41:45) - Communicate Even If Referring (46:18) - From Awareness to Action Plan (48:08) - AI as Drafting Assistant (49:39) - Future of Advisory Work (53:18) - AI Judgment and Pricing (58:08) - Wrap Up and Next Updates 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…","meta_description":"Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes int…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3583,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/federal-tax-updates-5954475/episodes/turning-tax-chaos-into-revenue-opportunities/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/turning-tax-chaos-into-revenue-opportunities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}