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Featured in Forbes’ Top 100 Must-Follow Tax Twitter Accounts For 2021 and Bloomberg’s Tax Professionals to Follow on Social Media in 2022
Phyllis Jo Kubey has been preparing tax returns and offering tax planning and consultation since 1986. In 1985 she enrolled in H & R Block’s tax preparation course to learn to better prepare her own income tax returns. She fell in love with the work (and they with hers – they hired her out of the class to work for the company) and worked part-time for Block in January of 1986. This was an amazing opportunity with excellent training and exposure to many types of tax returns and situations. Also, it was in the days before computerized tax preparation programs – working with pencil, adding machine, and actual tax forms – giving Ms. Kubey the increasingly rare (as younger preparers work with computerized tax preparation right away and trusting the usually accurate, but not always, tax preparation software) experience of actually working out the calculations involved in a complex tax return and knowing where all the information flows on both federal and state returns. Ms. Kubey opened her own tax business later that year and has been in business continuously for 30+ years. She continued to work part-time for H & R Block until 1989, when she left to devote more time to her own business.
Ms. Kubey has earned the professional licenses of Certified Financial Planner (CFP®), Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP), and Enrolled Agent (EA). She is a fellow of the National Tax Practice Institute (NTPI) and a member of the National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), National Society of Accountants (NSA), National Society of Tax Professionals (NSTP), NCPE Fellowship (NCPE), Financial Planning Association (FPA), The American Payroll Association (APA), and a non-attorney member of the American Bar Association (ABA).
National Tax Practice Institute: https://www.naea.org/education-events/ntpi/
National Association of Enrolled Agents: http://www.naea.org/
National Association of Tax Professionals: http://www.natptax.com/Pages/default.aspx National Society of Accountants: http://www.nsacct.org/
National Society of Tax Professionals: https://www.nstp.org/ NCPE Fellowship: http://ncpefellowship.com/
Financial Planning Association: http://www.fpanet.org/
Accredited Tax Preparer/Accredited Tax Advisor: https://www.acatcredentials.org/home
Ms. Kubey subscribes to numerous comprehensive tax research services and many professional publications to stay current and to have access to the most up-to-date tax information available. She moderated the NYSSEA Tax Questions Google Group, a forum for NYS Enrolled Agents, for many years and remains an active participant.
To maintain the licenses listed above, Ms. Kubey takes numerous continuing education credits each year for tax and financial planning certification.
As an enrolled agent/EA, Ms. Kubey is admitted to practice before the IRS and most state taxing authorities and enjoys the same practice privileges as CPAs and Attorneys.
EAs are the only tax professionals permitted to practice in all 50 states by the U.S. Treasury Department. EAs not only prepare returns but can represent taxpayers before all administrative levels of the IRS. They run interference between you and the IRS and state taxing authorities to ensure that you get fair treatment.
Ms. Kubey specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc. – and has particular expertise in areas relating to musicians, actors, artists, non-resident alien tax issues, US citizens working abroad, same-sex couples, and clergy.
Ms. Kubey is active with NYSSEA (New York State Society of Enrolled Agents), having served as a Director and an Officer, President from 2020-2022, and NYSSEA’s Immediate Past President from 2022-present. She has been featured in the Member Spotlight of the National Society of Accountant’s magazine, Main Street Practitioner. Ms. Kubey has served as a panelist on the Tax Talk Today online series discussing Ethics & Standards for Tax Professionals, The Affordable Care Act and its impact on tax professionals, International Tax Issues – US Citizens and Residents living and investing Abroad, Credit Where Credit is Due – Personal Tax Credits and Preparer’s Due Diligence, and The Ethics Triangle – The Balancing Act Among Practitioners, Clients, and the IRS.
On July 26, 2018, Ms. Kubey was honored to represent NAEA, testifying before Congress (Senate Finance Committee subcommittee on Taxation and IRS Oversight), giving the tax practitioner’s perspective on improving tax administration today.
Links to written testimony and archived video are here: https://www.finance.senate.gov/hearings/subcommittee-on-taxation-and-irs-oversight- improving-tax-administration-today
C-SPAN archive is here: https://www.c-span.org/person/?115030
Ms. Kubey served as Chair of the NAEA PAC steering committee for many years, is a member of the NAEA PAC Board, and is active in both federal and state/local advocacy efforts promoting effective tax administration, the enrolled agent credential, and championing taxpayer rights. In August 2015, at NAEA’s national conference, she was presented with the prestigious NAEA Bill Payne Advocacy Award – recognizing her commitment to advocacy on behalf of enrolled agents. In October 2015 and again in October 2018, at NYSSEA’s annual conference, she was presented with the NYSSEA President’s Award. Ms. Kubey was selected by NYSSEA to attend the Schuldiner/Smollan Leadership Academy and completed that program in June 2015. SSLA offers leadership training to members of NAEA/NYSSEA who have shown leadership potential. In October 2016, Ms. Kubey was presented with NYSSEA’s Excellence in Public Awareness Award. In May 2020, Ms. Kubey was presented with NAEA’s Lee T Byrd Outstanding Volunteer Award. She received NYSSEA’s prestigious Founders Award in October 2020.
Ms. Kubey was appointed in January 2017 to serve on the IRSAC (Internal Revenue Service Advisory Council) – and served for four years. The IRSAC, a panel of tax experts appointed from all over the United States, advises the IRS on policy, procedure, programs, and initiatives. She chaired the IRSAC’s SBSE/W&I (Small Business/Self-employed and Wage & Investment) subgroup in 2018 and chaired the Wage & Investment subgroup (as the IRSAC absorbed two other advisory councils and split SBSE and W & I into separate subgroups) in 2019 & 2020. Here’s what the IRS Wage & Investment Division covers: https://www.irs.gov/about-irs/wage-investment-division-at-a-glance. She also serves as a volunteer member of the IRS Refundable Credit Summit.
You can find Ms. Kubey talking taxes on X (FKA Twitter) – @PKubeyEA. https://twitter.com/PKubeyEA
In 2022, Ms. Kubey began writing for Think Outside the Tax Box (with 10 articles published in 2022) and also wrote for the NAEA Journal.
Ms. Kubey has a Master of Music in voice from The Juilliard School and is also a Certified Teacher of the Alexander Technique. She joined the Board of Directors of Voices of Ascension in January 2019 and currently serves as Vice President, Chair of the Advancement Committee, and Finance Committee member. She also joined the Carnegie-Mellon University College of Fine Art Dean’s Council in 2023.
Some “sightings” of Phyllis are here:
2023:
CNBC 12/22/2023: IRS to send taxpayers a ‘special reminder letter’ about debt. Who may get one and what to expect – Kate Dore https://cnb.cx/3RwOtIi
MarketWatch 11/18/2023: Inflation adjustments won’t save you from paying taxes on 85% of your Social Security benefit – Beth Pinsker: https://on.mktw.net/4aBcC9h
Tax Notes Today (subscription required) 10/9/2023: New Tax Pro Account Features Are a ‘Step in the Right Direction’ – Jonathan Curry: https://bit.ly/3Tzilq8
Law360/Tax Authority 8/31/2023: Account Upgrades Could Save Tax Pros From IRS Headaches – David van den Berg: https://bit.ly/3Tzjeis
LandmarkWest 8/29/2023: Song, Taxes, Movement – Claudie Benjamin: https://bit.ly/3vfGecc
Tax Notes Today (subscription required) 8/28/2023: IRS Toys With Redesigning ID Verification Letters to Boost Uptake – Jonathan Curry: https://bit.ly/3RB4BIS
CNBC 8/20/2023: Lawmakers weigh tax rule ‘backslide’ for Venmo, PayPal users, says analyst. What it means for you – Kate Dore https://cnb.cx/3NGO6tu
Tax Notes Today (subscription required) 5/15/2023: ABA Section of Taxation Meeting: IRS Plans to Phase Out Faxing – Lauren Loricchio: https://bit.ly/3H3RNFP
MarketWatch 5/14/2023: You may have overpaid your Social Security taxes thanks to the Great Resignation – Beth Pinsker: https://on.mktw.net/3RF6EeO
2022:
Bloomberg Tax 12/31/2021: Tax Professionals to Follow on Social Media in 2022 – Kelly Phillips Erb: https://bit.ly/3GCTJmc
Bloomberg Tax 2/11/2022: Spotlight on NYSSEA President Phyllis Jo Kubey – Kelly Phillips Erb: https://bit.ly/3gFmzYD
Think Outside the Tax Box 3/15/2022: I Won! Now What? What is the Tax Price of Success? – Phyllis Jo Kubey, EA CFP http://bit.ly/3i6VO3x
CNBC 3/21/2022: There are 4 weeks until the tax deadline. What filers need to know – Kate Dore: https://cnb.cx/3Ij5suv
CNBC 3/23/2022: Your Wealth – Jim Pavia: https://cnb.cx/3CdUjYj
Tax Notes Today (subscription required) 4/1/2022: Enrolled Agents Have Mixed Reaction to Fee Increases – Caitlin Mullaney: http://bit.ly/3CeQIco
Think Outside the Tax Box 5/1/2022: The Bucket List (Part 1): Living Large in Retirement While Minimizing Your Taxes – Phyllis Jo Kubey, EA CFP: http://bit.ly/3WCbb30
Think Outside the Tax Box 5/15/2022: The Bucket List (Part 2): Living Large in Retirement While Minimizing Your Taxes – Phyllis Jo Kubey, EA CFP: http://bit.ly/3WGa0jb
Tax Notes Today (subscription required) 5/11/2022: Tax Pros Livid Over IRS Destroying Information Returns – Jonathan Curry: http://bit.ly/3ZiMPgH
CNBC 5/12/2022: Tax professionals ‘horrified’ by IRS decision to destroy data on 30 million filers – Kate Dore: https://cnb.cx/3Q7Kq4a
CNBC 5/13/2022: Leading House Democrat Bill Pascrell demands Biden replace IRS chief over tax document destruction ‘scandal’ – Dan Mangan https://cnb.cx/3Is6aWm
CNBC 5/24/2022: Still missing your tax refund? You’ll soon receive 5% interest – but it’s taxable – Kate Dore https://cnb.cx/3WYWSVZ
Think Outside the Tax Box 6/1/2022: Avoiding Underpayment of Estimated Tax Penalties – Non-traditional Strategies for Individuals – Phyllis Jo Kubey, EA CFP: http://bit.ly/3G9VRn9
CNBC 6/21/2022: Tax Pros ‘very skeptical’ about expanded IRS voice bots for payments plans – Kate Dore: https://cnb.cx/3i93lz0
Think Outside the Tax Box 7/1/2022: Tax Planning for Clergy – Phyllis Jo Kubey, EA CFP: http://bit.ly/3vw2sU8
CNBC 7/20/2022: Democrats are pushing for a free IRS tax filing service. Tax pros worry it’s an ‘administrative nightmare’ – Kate Dore: https://cnb.cx/3Q9Kpg0
NAEA Journal July/August 2022 (member login required): What is the Big Deal About Boechler? – Phyllis Jo Kubey, EA: http://bit.ly/3Q8hXuQ
Think Outside the Tax Box 8/1/2022: Tax Planning – It’s Not Just for the Wealthy (Part 1) – Phyllis Jo Kubey, EA CFP: http://bit.ly/3YY11LE
Think Outside the Tax Box 8/15/2022: Tax Planning – It’s Not Just for the Wealthy (Part 2) – Phyllis Jo Kubey, EA CFP: http://bit.ly/3vD9uq0
Tax Notes Today (subscription required) 8/25/2022: Tax Community Cheers IRS’s Broad Grant of Penalty Relief – Jonathan Curry: http://bit.ly/3CG2jld
Think Outside the Tax Box 9/1/2022: Who You Gonna Call? Not the IRS – A Guide to IRS Online Tools – Phyllis Jo Kubey, EA CFP: http://bit.ly/3Iolh3r
Tax Notes Today (subscription required) 9/2/2022: IRS Urged to Extend Deadline for Late-Filing Penalty Relief – Lauren Loricchio: http://bit.ly/3Ij7kn7
Think Outside the Tax Box 10/1/2022: The Tax Lives of Performing Artists – Phyllis Jo Kubey, EA CFP http://bit.ly/3VIkFs6
Think Outside the Tax Box 10/31/2022: IRS Math Error Notices – What are they and Why Does it Matter? – Phyllis Jo Kubey, EA CFP: http://bit.ly/3XiepZF
Tax Notes Today (subscription required) 11/11/2022: Rettig’s Legacy: The Straight-Shooting COVID Commissioner – Jonathan Curry: http://bit.ly/3VCjXN7
Tax Notes Today (subscription required) 11/17/2022: Extra Funds Lend ‘New Flavor’ to IRSAC’s Recommendations – Jonathan Curry: http://bit.ly/3GdAVLZ
CNBC 12/12/2022: ‘Early filers’ should wait to submit their tax return in 2023, the IRS warns. Here’s why – Kate Dore: https://cnb.cx/3Z35GMq
2021:
Tax Notes Talk Podcast 2/11/2021: Practitioners Anticipate Tax Filing Season Wins and Woes: https://bit.ly/33DEaga
Accounting Today 2/11/2021: The wrong idea: Clients’ wacky notions about taxes – Jeff Stimpson: https://bit.ly/2N1ezG1
Forbes/Tax Notes Today (Podcast) 2/17/2021: Practitioners Anticipate Tax Filing Season Wins and Woes: https://bit.ly/3j9kqXA
Tax Notes Today (subscription required) 3/15/2021: Preparers Eager for Guidance on Unemployment Exclusion, Credits – William Hoffman: https://bit.ly/2TZNAhq
Tax Notes Today (subscription required) 3/18/2021: Return Filing Extension Receives Widespread Approval – William Hoffman: https://bit.ly/3qlVr4L
Forbes 4/10/2020: The 2021 Estimated Tax Dilemma: What Tax-Return Pros Are Doing and Telling Clients – Bruce Brumberg: https://bit.ly/3xM7ACB
Tax Notes Today (subscription required) 5/19/2021: Practitioners Cast Wary Eye on Periodic Advance Child Credit – William Hoffman: https://bit.ly/3j5M7AD
Bloomberg Tax (subscription required)/Bloomberg Law/Accounting Today 6/21/2021: Tax Pros Caution Some Clients on Taking Monthly Child Tax Credit – Allyson Versprille: https://bit.ly/3vTzyLr
Tax Notes Today (subscription required) 6/22/2021: Automated Powers of Attorney Promise Big Time Savings – William Hoffman: https://bit.ly/3gXt1dk
Tax Notes Today (subscription required) 7/20/2021: IRS Tax Pro Accounts Automate Taxpayer Representation – William Hoffman: https://bit.ly/3J4D4up
Tax Notes Today (subscription required) 10/18/2021: Tax Pros Pan Financial Reporting Plan and Worry About Aftermath – William Hoffman: https://bit.ly/3pgqsby
2020:
Tax Notes Today (subscription required) 1/27/2020: Preparers Cautiously Optimistic for Normal 2020 Filing Season – William Hoffman: http://bit.ly/39334mM
Tax Notes Today (subscription required) 1/31/2020: IRS Rules, Better IT Services Drive Preparers to Cyberpros – William Hoffman: http://bit.ly/398HUnC
Accounting Today 1/31/2020: Before the Rush: Tax Pros discuss early-season marketing
– Jeff Stimpson: http://bit.ly/2Orm1rC
Accounting Today 2/3/2020: Squeeze Play: Preparers’ most time-consuming early-season tasks – Jeff Stimpson: http://bit.ly/2ui8xHP
Accounting Today 3/6/2020: Tax pros prepare for the coronavirus – Jeff Stimpson: https://bit.ly/3eSEc45
Accounting Today 3/13/2020: The war on fraud: Protecting clients from tax scams – Jeff Stimpson: https://bit.ly/3dBcKYs
Tax Notes Today (subscription required) 3/18/2020: Tax Pros Skeptical of IRS Payment Deferral, but Welcome Relief – William Hoffman: https://bit.ly/2BDfxCs
Tax Notes Today (subscription required) 3/26/2020: Exams, Payments Suspended in IRS Coronavirus Response – William Hoffman: https://bit.ly/2Y7NtP4
Tax Notes Today (subscription required) 4/9/2020: Tax System Bracing for Coronavirus Relief Scams – William Hoffman: https://bit.ly/2A4g0go
Tax Notes Today (subscription required) 4/13/2020: IRS Opens Portal for Nonfilers’ Virus Relief Direct Deposit Info – William Hoffman: https://bit.ly/376QP9m
Bloomberg 4/16/2020: Recipients of Virus Payments Include the Recently Deceased: https://bit.ly/2Vb5dZD
Bloomberg 4/16/2020: New IRS Page Lets Americans Check on the Status of Their $1200: https://bloom.bg/2Vxv0KH
Tax Notes Today (subscription required) 4/28/2020: Practitioner Services a Question Mark as IRS Reopens – William Hoffman: https://bit.ly/373WYTy
Forbes 6/2/2020: Now, No Fee To Replace Lost or Trashed Stimulus Prepaid Debit Cards
– Kelly Phillips Erb: https://bit.ly/2Y56hyn
Forbes 6/19/2020: Estimated Taxes Due July 15: Tax Return Pros Warn About Special Issues for 2020 – Bruce Brumberg: https://bit.ly/318KadI
Accounting Today and Financial Planning Magazine 6-23-2020: A hand up but a bill due: Taxes and unemployment – Jeff Stimpson: https://bit.ly/3ere4h3
Financial Advisor Magazine 6-29-2020: A Special Tax Return Clients Should Know About – Jeff Stimpson: http://bit.ly/3sEOcWl
Tax Notes Today (subscription required) 7/13/2020: COVID-19 Shaped Tax Pros’ Business Through Filing Season – William Hoffman: http://bit.ly/3p1mVez
Tax Notes Today (subscription required) 7/28/2020: Lawsuit Claims IRS Violated APA With Informal Guidance– William Hoffman: http://bit.ly/3sABpo9
Accounting Today 8/7/2020: Time’s finally up: Preparers discuss how July 15 went – Jeff Stimpson: http://bit.ly/35rKMx6
Tax Notes Today (subscription required) 8/28/2020: IRS Again Pledges E-Signature Authorizations in Early 2021– William Hoffman: https://bit.ly/38V25bg
Financial Planning Magazine 9/21/2020: Clients Have a New Option for Big IRS Debts – Jeff Stimpson: http://bit.ly/39Ql7i2
Accounting Today 9/28/2020: Tax pros advise biz clients on going virtual – Jeff Stimpson: http://bit.ly/3bU7TDV
Tax Notes Today (subscription required) 11/16/2020: New IRS Pay Plan Good for Taxpayers, Debatable for Practitioners– William Hoffman: https://bit.ly/390AbL8
Accounting Today 11/24/2020: Remote possibilities: Tax pros look to a distanced future – Jeff Stimpson: http://bit.ly/3bVP6Ie
US News/Yahoo News 11/30/2020: What Is the Child Tax Credit? – Susannah Snider: http://yhoo.it/3p1BYoy
Accounting Today 12/10/2020: Scamdemic: Preparers help clients dodge COVID schemes – Jeff Stimpson: http://bit.ly/3oVx9gy
Forbes 12/31/2020: Top 100 Must-Follow Tax Twitter Accounts for 2021 – Kelly Phillips Erb: http://bit.ly/3iEA8b7
2019:
Tax Notes Today (subscription required) 1/17/2019: Underwithheld Taxpayers Get IRS Penalty Relief – William Hoffman: http://bit.ly/2W1gXfT
Tax Notes Today (subscription required) 1/28/2019: As Shutdown Ends, Practitioners Mull Filing Season Uncertainties – William Hoffman: http://bit.ly/2D8FF54
US News and World Report 1/29/2019: 9 Red Flags That Could Trigger a Tax Audit – Susannah Snider: http://bit.ly/2G0Hi8M
Accounting Today 2/8/2019: Dear Congress: What preparers would like to tell Capitol Hill
– Jeff Stimpson: http://bit.ly/2Gn3Xwm
Reuters 2/11/2019: Your Money: The IRS Form 1040 looks different, in more ways than one – Beth Pinsker: https://reut.rs/2UQptwH
Reuters 2/11/2019: Your Money: State taxes are too hard for mere mortals to compute – Beth Pinsker: https://reut.rs/2HbINRx
Accounting Today 3/5/2019: How preparers prepare: Do-overs heading into a unique season – Jeff Stimpson:
Tax Notes Today (subscription required) 3/13/2019: Survey: TCJA, Shutdown, and Wayfair to Create Filing Season Woes: – William Hoffman: http://bit.ly/2DYDJwP
Tax Notes Today (subscription required) 7/2/2019: Tax Pros Find Much to Like as Taxpayer First Act Becomes Law – William Hoffman: http://bit.ly/3556gwP
Tax Notes Today (subscription required) 8/6/2019: IRS Needs E-filing for Amended Returns, Inspector General Says – William Hoffman: http://bit.ly/2LFXKga
Tax Notes Today (subscription required) 8/21/2019: House Members Call for IRS Practitioner Services Unit – William Hoffman: http://bit.ly/2P5rq8l
Accounting Today 9/18/2019: Hard to decode: Preparers discuss the TCJA’s biggest challenges (Jeff Stimpson): http://bit.ly/39Feiz1
Accounting Today 10/21/2019: Listen Up: Veterans offer their best tax advice for new tax pros (Jeff Stimpson): http://bit.ly/36mcqJH
Tax Notes Today (subscription required) 11/1/2019: Tax Pros Praise New Spirit of Practitioner Support at IRS – William Hoffman: http://bit.ly/2LDvpXM
Accounting Today 12/5/2019: Take it away: Helping clients with withholding (Jeff Stimpson): http://bit.ly/39GJePJ
Wall Street Journal 12/6/2019: Got a Side Hustle? Make These Tax Moves Now (Laura Saunders): https://on.wsj.com/2FeSqN9
US News & World Report 12/17/2019: What is the Child Tax Credit? – Susannah Snider: http://bit.ly/2v6M1yd
Accounting Today 12/26/2019: In the ballpark: Preparers discuss giving estimates (Jeff Stimpson): http://bit.ly/2N8majd
2018:
Accounting Today 1/9/2018: The gig is up: Clients with side jobs often neglect taxes – Jeff Stimpson: https://www.accountingtoday.com/news/clients-with-jobs-in-the-gig- economy-often-neglect-tax-issues
Tax Notes Today (subscription required) 2/14/2018: Early Filers May Have to Amend Returns Over Code Changes:
https://www.taxnotes.com/tax-notes-today/tax-system-administration/irs-budget- passthrough-deduction-guidance-top-tax-pros-wish- list/2018/02/14/26wkx?highlight=kubey
Accounting Today 2/20/2018: Clients are confused about reform’s effects this season – Jeff Stimpson: https://www.taxprotoday.com/news/clients-are-confused-about-tax- reforms-effects-this-season?feed=00000158-3f60-dcbd-abf8-ff7e9cbd0000
Tax Notes Today (subscription required): 2/23/2018: Taxpayers, Not Tax Pros, Likely Users of Expected IRS Calculator – William Hoffman: https://www.taxnotes.com/tax- notes-today/tax-system-administration/taxpayers-not-tax-pros-likely-users-expected-irs- calculator/2018/02/23/26xfw?highlight=hoffman
The Balance: What the New Tax Law Means for Small Businesses and Freelancers – Jean Chatzky/Hayden Field: https://www.thebalance.com/new-tax-law-for-small-businesses- and-freelancers-4158519
US News & World Report 3/1/2018: Don’t be Caught Off-Guard by the Consequences of Your Side Hustle – Susannah Snider: https://money.usnews.com/money/personal- finance/taxes/articles/2018-03-01/the-tax-consequences-of-your-side-hustle
Tax Notes Today (subscription required): 3/19/2018: Now Law, New Form 1040SR for Seniors Puzzles Some Tax Pros – William Hoffman: https://www.taxnotes.com/tax-notes- today/tax-system-administration/now-law-new-form-1040sr-seniors-puzzles-some-tax- pros/2018/03/19/27w6d
Reuters/US News & World Report 3/20/2018: A New Quagmire for Quarterly U.S. Taxpayers – Beth Pinsker: https://money.usnews.com/investing/news/articles/2018-03- 20/a-new-quagmire-for-quarterly-us-taxpayers
Accounting Today 3/20/2018: Tax pros rate the season so far: ‘Much busier, much sooner’
– Jeff Stimpson: https://www.accountingtoday.com/news/tax-pros-rate-the-season-so-far- much-busier-much-sooner
Accounting Today 3/27/2018: Refunds and rip-offs: Are clients aware of scams? – Jeff Stimpson: https://www.accountingtoday.com/news/refunds-and-rip-offs-are-clients- aware-of-tax-scams
Tax Notes Today (subscription required) 4/3/2018: New Cryptocurrency Taxpayers Complicate Filing Season – William Hoffman: https://www.taxnotes.com/tax-notes- today/tax-system-administration/new-cryptocurrency-taxpayers-complicate-filing- season/2018/04/03/27xn3?highlight=kubey
Accounting Today 4/6/2018: IRS now processing “extender” returns – Jeff Stimpson: https://www.accountingtoday.com/news/irs-now-processing-extender-returns
Tax Notes Today (subscription required) 4/9/2018: New Cryptocurrency Taxpayers Complicate Filing Season – William Hoffman: http://bit.ly/2FEvp3P
Tax Notes Today (subscription required) 4/18/2018: Tax Day E-File Fail Stuns IRS, Worries Filers, Angers Congress – William Hoffman: http://bit.ly/2w4ootA
Accounting Today 7-3-2018: Preparers share their initial problems with the TCJA – Jeff Stimpson: http://bit.ly/2lUSAj5
CPA Practice Advisor 7/25/2018: National Association of Enrolled Agents to Testify at Senate Hearing on IRS Reform: http://bit.ly/2uUkYH3
Senate Finance Committee Hearing written testimony and archived video: http://bit.ly/2LtaMi5
C-SPAN – Senate Finance Committee Hearing 7/26/2018: https://cs.pn/2OqkJvs
Accounting Today 7/26/2018: Senators introduce Bill to make IRS more responsive – Michael Cohn: https://www.accountingtoday.com/news/senators-introduce-bill-to-make- irs-more-responsive-and-accountable
Tax Notes Today (subscription required) 9/21/2018: Payroll Companies, Preparers Hail Form W-4 Delay: http://bit.ly/2P9sRR0
Accounting Today 10/2/2018: Tax Pro’s biggest challenges for next season – Jeff Stimpson: http://bit.ly/2NknnAQ
US News and World Report 10/4/2018: What to Know About 401(k) Benefits for Student Loan Payments – Susannah Snider: http://bit.ly/2CtPH34
Accounting Today 12/18/2018: Cool for School: Credentials that appeal to tax preparers
– Jeff Stimpson: http://bit.ly/2SaC1OE
Tax Notes Today (subscription required) 10/29/2018: Self-Prep Return Record No Worry for Tax Pros in Wake of TCJA: http://bit.ly/2EBxErU
Tax Notes Today (subscription required) 11/16/2018: IRSAC Report Focuses on Funding, Free File, and Communications: http://bit.ly/2T6xNro
Tax Notes Today (subscription required) 12/13/2018: Contingency Fee Proposal Splits Practitioner Community: http://bit.ly/2V4sRVv
Tax Notes Today (subscription required) 12/17/2018: A Look Ahead: Tax Pros Hopeful for Smooth Filing Season: http://bit.ly/2LtpOC9
Tax Notes Today (subscription required) 12/20/2018: Tax Pros Seek Smooth Transition as IRS Prepares for Fax Moratorium: http://bit.ly/2EI6PDb
Older Articles:
Fox News How to Protect Yourself from Tax Fraud (April 2017): http://video.foxnews.com/v/5393765550001/?#sp=show-clips
Associated Musicians of Greater New York – Allegro (April 2017): http://www.local802afm.org/2017/03/changes-and-significant-issues-when-filing-your- taxes-this-year/
nerdwallet, NewsOK, Gainesville Sun: Comb your Closet for Charity – and a Tax Deduction (April 2017):
https://www.nerdwallet.com/blog/taxes/non-cash-charitable-donations/ http://newsok.com/article/feed/1203037 http://www.gainesville.com/business/20170413/comb-your-closet-for-charity–and-tax- deduction
New York Business Journal (February 2017): http://www.bizjournals.com/newyork/potmsearch/detail/submission/6405190/Phyllis_Jo_ Kubey
IRS Selects New Advisory Council Members IR-2017-17 (February 2017): https://www.irs.gov/uac/irs-selects-new-advisory-council-members-2017
Accounting Today 6/6/2017: Preparers sound off on Congress’ IRS budget, priorities: https://www.accountingtoday.com/news/preparers-sound-off-on-congress-irs-budget- priorities
Accounting Today 6/13/2017: Preparers list their biggest do-overs from last season https://www.accountingtoday.com/news/preparers-list-their-biggest-do-overs-from-last- season
Accounting Today 6/27/2017: Pitches and glitches: Tax preparers discuss marketing goofs: https://www.accountingtoday.com/news/pitches-and-glitches-tax-preparers- discuss-marketing-goofs
Accounting Today 6/30/2017: Preparers chime in on recent PTIN ruling https://www.accountingtoday.com/news/preparers-chime-in-on-recent-ptin-ruling
Accounting Today 8/3/2017: The Questions tax preparers just can’t ask clients https://www.accountingtoday.com/news/the-questions-tax-preparers-just-cant-ask-clients
Financial Advisor 8/14/2017: 50% Tax on Missed RMDs May Be Waived (Jeff Stimpson) http://www.fa-mag.com/news/50–tax-on-missed-rmds-may-be-waived-34128.html
Accounting Today 10/6/2017: A prime challenge in M & A: Retaining the clients (Jeff Stimpson)
https://www.accountingtoday.com/news/a-prime-challenge-in-accounting-m-a-retaining- the-clients
Tax Notes Today (subscription required) 10/19/17: IRS Will Require ACA Compliance in 2018 Returns: https://www.taxnotes.com/taxpractice/tax-system-administration/irs- will-require-aca-compliance-coming-filing-season/2017/10/30/1x7fh?highlight=kubey
Reuters 11/14/17: Your Money: Minimal Relief from prospective death of the dreaded AMT
https://www.reuters.com/article/us-money-tax-amt/your-money-minimal-relief-from- prospective-death-of-the-dreaded-amt-idUSKBN1DE2IH