Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.

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Padgett - Contact Padgett or Email Jeff Phillips

• (00:00) - Introduction and Setting the Scene
• (01:02) - Overview of IRS Tax Forums
• (01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison
• (03:07) - History and Evolution of Stakeholder Liaison
• (04:57) - Current Challenges and Changes in Stakeholder Liaison
• (05:53) - Addressing Practitioner Issues and Communication
• (16:05) - How to Contact Stakeholder Liaison
• (19:55) - Introduction to Data Safetys
• (22:07) - Steps to Take After a Data Breach
• (24:00) - IRS Support and Resources
• (25:12) - State-Specific Requirements for Data Breaches
• (27:11) - The Importance of Online Accounts
• (28:45) - Setting Up and Using IRS Online Accounts
• (37:28) - Power of Attorney and Tax Pro Accounts
• (42:31) - Handling Disasters and IRS Outreach

Connect with Maggie
LinkedIn: https://www.linkedin.com/in/margaret-romaniello-5189758a

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill. He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challenges ahead, and what small business owners and individuals need to know right now. From ERC changes to new car loan deductions, this comprehensive breakdown separates the reality from the hype surrounding one of the most significant tax bills in recent years.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

• (00:00) - Welcome to Federal Tax Updates
• (02:14) - Overview of the Big Beautiful Bill
• (02:43) - The Legislative Process and Political Dynamics
• (06:53) - Key Provisions and Extensions in the Bill
• (09:33) - Tax Policy vs. Political Strategy
• (11:33) - State and Local Tax (SALT) Debate
• (17:25) - Cost and Budget Considerations
• (26:24) - New Tax Provisions: Tips and Overtime
• (29:07) - Implementation Challenges and Guidance
• (34:18) - Transition Relief and State Standards
• (37:16) - Overtime and Salary Dynamics
• (38:17) - IRS Withholding Rules
• (42:24) - Employee Retention Credit (ERC) Updates
• (48:17) - Business Deductions and Expensing
• (52:22) - New Tax Provisions for Seniors and Car Loans
• (54:59) - Energy Credits and Legislative Negotiations
• (56:35) - Final Thoughts and Future Outlook

Connect with Thad Inge
LinkedIn: https://www.linkedin.com/in/thad-inge-9342155
Website: https://www.vsadc.com/

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 the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

• (00:00) - Introduction and Greetings
• (02:21) - Today's Guest and Topic: Scams and Data Breaches
• (02:56) - IRS Statistics on Data Breaches
• (05:33) - Common Scams and How They Work
• (09:48) - Phishing Emails and Ransomware
• (14:51) - Fake Charities and Donation Scams
• (17:30) - Refund Thefts and Data Breaches
• (21:28) - IRS Communication and Taxpayer Awareness
• (30:10) - Signs of a Data Breach for Practitioners
• (32:42) - Immediate Steps After a Data Breach
• (34:32) - Multi-Step Process and Insurance Involvement
• (37:42) - Filing Returns After a Breach
• (40:54) - Identity Protection PIN (IP PIN)
• (48:10) - Written Information Security Plan (WISP)
• (53:06) - Protecting EFIN, PTIN, and CAF Numbers
• (55:25) - Final Thoughts and Conclusion

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Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

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 the Earmark Media