5 Things to Know
Tax Talk Today® - The Tax Show for the Tax Pro! presents 5 Things to Know, an informative video series designed to enhance our regular continuing education programming. It's difficult for tax practitioners to keep up with the ever-changing complexities of federal tax law. The 5 Things to Know video series includes essential knowledge that will benefit all tax professionals. Watch these brief roundtable discussions with industry experts and representatives from the IRS for answers to questions and insight into situations that tax preparers so often encounter.

5 Things to Know: With Terry Lemons

Alan visits with Terry Lemons, IRS Chief of the Communications and Liaison (C&L) Division, about details of this year's National Tax Security Awareness Week, the Security Summit and the Coalition Against Scam and Scheme Threats (CASST) connections to the tax industry, and resources and security tips for tax professionals.

Recorded November 19, 2024

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5 Things to Know: With Jessica Masters

Alan visits with Jessica Masters, Director of Education at the National Association of Enrolled Agents, about NAEA's mission to educate enrolled agents, including details from the National Tax Practice Institute, the popular Ask the Expert webinar series and the upcoming 2025 Tax Summit.

Recorded October 24, 2024

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5 Things to Know: With Wanda Brown & Darnita Trower

Alan visits with Wanda Brown, Program Director for the Taxpayer Services Division within the Internal Revenue Service, and Darnita Trower, Digitalization Project Director within the Enterprise Program Management Office of the IRS, about using the Document Upload Tool (DUT) and other technologies in development at the IRS.

Recorded July 22, 2024

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5 Things to Know: With John Lipold and Patricia Young

Alan visits with John Lipold, IRS Chief of Tax Pro Partnerships and Advisory Groups of the National Public Liaison Division, and Patricia Young, IRS Nationwide Tax Forum Program Manager in the Communications & Liaison Division, about benefits of attending the summer IRS nationwide tax forums including featured topics and new programs.

Recorded May 1, 2024

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5 Things to Know: With Terry Lemons

Alan visits with Terry Lemons, IRS Chief of the Communications and Liaison (C&L) Division, about details of this year's National Tax Security Awareness Week and security tips for tax professionals.

Recorded November 22, 2023

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5 Things to Know: With Martin Armstrong

Alan visits with Martin Armstrong, Chair, Internal Revenue Service Advisory Council (IRSAC), about highlights of the recently released IRSAC Public Report and how tax professionals can get involved with IRSAC.

Recorded November 17, 2023

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5 Things to Know: With Carlos Lopez

Alan visits with Carlos Lopez, Founder and President of Lopez Tax Service and the Latino Tax Professionals Association, about the need for language translation services for tax preparers, and explains how his Latino Tax Pro tax-preparation training provides instruction in both English and Spanish, and discusses how tax return preparers can get involved in the industry through the Latino Tax Professionals Association.

Recorded September 28, 2023

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5 Things to Know: With Jared Ballew

Alan visits with Jared Ballew, Chair, Electronic Tax Administration Advisory Committee (ETAAC), about the recently released ETAAC Public Report, how the committee has evolved over the years, and how viewers can get involved with ETAAC.

Recorded June 29, 2023

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5 Things to Know: With Patricia Young

Alan visits with Patricia Young, IRS Nationwide Tax Forum Program Manager in the Communications & Liaison Division, about benefits of attending the summer IRS nationwide tax forums including featured topics and new programs.

Recorded May 4, 2023

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5 Things to Know: With James R. McTigue, Jr.

Alan visits with James (Jay) R. McTigue, Jr., Director, Tax Policy and Administration, Strategic Issues for the Government Accountability Office (GAO), about the role of the GAO in overseeing IRS operations, important details of GAO's recent report to the IRS, and GAO's recommendations to the IRS.

Recorded March 28, 2023

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5 Things to Know: With Terry Lemons

Alan visits with Terry Lemons, national IRS Chief of the Communications and Liaison (C&L) Division, about the ongoing need for tax professionals to be on guard against security threats and the importance of protecting themselves and their clients.

Recorded November 10, 2022

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5 Things to Know: With Courtney Kay-Decker

Alan visits with Courtney Kay-Decker, Chair, Electronic Tax Administration Advisory Committee (ETAAC), about the recently released ETAAC Public Report, how the committee has evolved over the years, and how viewers can get involved with ETAAC.

Recorded July 5, 2022

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5 Things to Know: With Jessica Lucas-Judy

Alan visits with Jessica Lucas-Judy, Director, Strategic Issues, Government Accountability Office (GAO), about products the GAO produces to support tax preparers during filing season, recurring challenges the GAO has identified for the Internal Revenue Service, thoughts on tax practitioner regulations, and what's on the horizon for GAO programs.

Recorded June 29, 2022

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5 Things to Know: With John Lipold

Alan visits with John Lipold, IRS Chief of Tax Pro Partnerships and Advisory Groups of the National Public Liaison Division, about the upcoming virtual IRS Nationwide Tax Forum series. Important information about the forums is presented, including specific programs offered at this year's forum event.

Recorded May 12, 2022

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5 Things to Know: With Michelle McCaughey

Alan visits with Michelle McCaughey, NAEA Senior Manager of Government Relations, to discuss updates on regulations for tax preparers, NAEA's efforts to support the status of enrolled agents, and how members can get involved with NAEA's advocacy efforts.

Recorded March 24, 2022

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5 Things to Know: With Kelli Comegys

Alan visits with Kelli Comegys, NAEA Director of Membership, to discuss her goals for NAEA membership and programs, developing NAEA Social Media Champions, and how to get more involved in the NAEA community.

Recorded March 18, 2022

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5 Things to Know: With Darren Guillot

Alan visits with Darren Guillot, IRS Commissioner for Small Business/Self Employed Collection, about the Passport Program, including how the IRS determines "seriously delinquent" debt, debt certification and the passport revocation process.

Recorded September 1, 2021

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5 Things to Know: With Erin Mosher

Alan visits with Erin Mosher, NAEA Director of Education, to discuss NAEA's member education and professional development opportunities.

Recorded July 18, 2021

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5 Things to Know: With Erin Collins

Alan visits with Erin Collins, IRS National Taxpayer Advocate, about the Taxpayer Bill of Rights, IRS enforcement actions and the National Taxpayer Advocate's annual report to Congress.

Recorded June 21, 2021

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5 Things to Know: With Patricia Young

Alan visits with Patricia Young, IRS Senior Management and Program Analyst, Communications & Liaison Division, about the upcoming virtual IRS Nationwide Tax Forum series. Important information about the forums is presented, including specific programs offered at this year's forum event.

Recorded May 25, 2021

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5 Things to Know: With De Lon Harris

Alan visits with De Lon Harris, IRS Commissioner, SB/SE Examination, about the Bank Secrecy Act (BSA) and examining businesses for BSA compliance, including how the IRS addresses non-compliance, and some best practices that businesses with BSA reporting and recordkeeping requirements should follow.

Recorded April 19, 2021

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5 Things to Know: With Mel Hardy

Alan visits with Mel Hardy, Director, IRS Office of National Public Liaison, about the mission and responsibilities of NPL, community outreach and how members of the tax community can get involved with NPL.

Recorded March 11, 2021

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5 Things to Know: With Meg Killian

Alan visits with Meg Killian, Executive Vice President, NAEA, about her vision for the organization and how to get involved in the tax preparer community through volunteer opportunities.

Recorded February 2, 2021

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