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.

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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

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Annie Schwab

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