Apr 3, 2026
In this episode:
- A practical look at proposed IRS reform and why better customer service, clearer appeals rights, and stronger taxpayer advocacy matter to everyday taxpayers and business owners.
- A timely reminder about April tax deadlines, including the difference between an extension to file and an extension to pay.
- What taxpayers should know about the IRS shift away from paper checks, and how that could affect refunds, estimates, and tax payments.
- A candid discussion about what happens when you owe the IRS, including payment plan options, costly mistakes, and why tax planning matters more than panic.
- Easy-to-follow insights on gift and estate planning strategies, including annual gifting rules and key filing requirements families often miss.
- A useful overview of charitable giving strategies through IRAs and how they may benefit certain taxpayers.
- Important filing issues that can come up after the death of a spouse, including deadlines and portability considerations.
- Common audit triggers, popular tax scams, and the kinds of “too good to be true” tax advice business owners should avoid.