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 (subscription required): 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/3RE1Eaq

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


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


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


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


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: http://bit.ly/2Tvwo19

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): https://www.accountingtoday.com/list/hard-to-decode-preparers-discuss-the-tax-cuts-and-jobs-acts-biggest-challenges

Accounting Today 10/21/2019: Listen Up: Veterans offer their best tax advice for new tax pros (Jeff Stimpson): https://www.accountingtoday.com/news/tax-pros-advise-those-just-starting-in-the-profession

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): https://www.accountingtoday.com/news/take-it-away-helping-clients-with-withholding

Wall Street Journal 12/6/2019: Got a Side Hustle? Make These Tax Moves Now (Laura Saunders): https://www.wsj.com/articles/got-freelance-income-make-these-tax-moves-now-11575628211

US News & World Report 12/17/2019: What is the Child Tax Credit? – Susannah Snider:

Accounting Today 12/26/2019: In the ballpark: Preparers discuss giving estimates (Jeff Stimpson): https://www.accountingtoday.com/news/take-it-away-helping-clients-with-withholding


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:


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):


nerdwallet, NewsOK, Gainesville Sun: Comb your Closet for Charity – and a Tax Deduction (April 2017):




New York Business Journal (February 2017):


IRS Selects New Advisory Council Members IR-2017-17 (February 2017):


Accounting Today 6/6/2017: Preparers sound off on Congress’ IRS budget, priorities:


Accounting Today 6/13/2017: 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


Accounting Today 8/3/2017: The Questions tax preparers just can’t ask clients


Financial Advisor 8/14/2017: 50% Tax on Missed RMDs May Be Waived (Jeff Stimpson)


Accounting Today 10/6/2017: A prime challenge in M & A: Retaining the clients (Jeff Stimpson)


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