May 29, 2026
In this episode:
- A recent court case that could allow some taxpayers to recover certain IRS penalties and interest assessed during the COVID-era, and what steps may be available to protect refund claims.
- The growing problem of erroneous IRS and state tax notices, including what taxpayers should do before reacting to...
May 15, 2026
In this episode:
- 2026 Tax Legislation Outlook — No major tax changes expected this year; budget reconciliation and new proposals remain largely on hold.
- Retirement Savings Updates — Expanded 401(k) investment options (real estate, private equity), new IRA access for those without workplace plans, and spousal IRA...
May 1, 2026
In this episode:
- What IRS funding cuts actually mean in the real world, fewer audits, but slower responses and more frustration when you do need answers
- Why “audit rates are down” doesn’t mean you’re off the hook, and how AI-driven red flags are quietly replacing old-school enforcement
- The growing role of...