Uncategorized

October 23, 2023 – This week, from October 23-27, is the 2023 National Celebration of Pro Bono. The American Bar Association’s Standing Committee on Pro Bono and Public Service created Pro Bono Week in 2009 to celebrate the pro bono work that volunteer lawyers and legal professionals do. NTA Blog: Recognizing the 2023 National Celebration…

October 19, 2023 – In the current digital asset climate of plummeting values, frozen accounts, and bankruptcy filings, if you own investments in digital assets, such as virtual currency, cryptocurrency and/or non-fungible tokens (NFTs), you might wonder when it is appropriate to report losses on your tax return.  In the current digital asset climate of…

October 17, 2023 – NTA Blog: Nationwide Tax Forum FAQs – Part Two Top Questions From the NTA Town Hall Series and Resources – Just for You! Tax professionals and our tax industry partners are the backbone of tax administration. That is why I hosted Town Hall listening sessions at the IRS’s Nationwide Tax Forum…

October 13, 2023 – As the National Taxpayer Advocate, I advocate for all taxpayers, regardless of whether they reside in the United States or abroad. Our hearts go out to the impacted people in Israel, the West Bank, and Gaza because of the terrorist attacks beginning on October 7, 2023. I applaud the IRS for…

September 21, 2023  – A distraught taxpayer contacted TAS for help because her mother had been in a conservatorship with a stranger. The taxpayer and her mother were unaware that the conservator had been court-appointed.    Success Story: TAS helps in conservatorship refund case Every year the Taxpayer Advocate Service (TAS) helps thousands of people with…

September 29, 2023 – As of today, it appears Congress may not approve appropriations legislation to fund parts of the government, including the IRS, by the start of the fiscal year that begins on Sunday, October 1st. As of today, it appears Congress may not approve appropriations legislation to fund parts of the government, including…

September 28, 2023 – The Employee Retention Credit (ERC) is a complex tax credit for businesses and tax-exempt organizations that kept paying employees during the COVID-19 pandemic when they were shut down due to a government order, had a significant decline in gross receipts, or qualified as a recovery start-up business. Waiting on an Employee Retention Credit…

September 28, 2023 – The IRS Nationwide Tax Forum was back in-person and in full swing this summer after three years of going virtual during the pandemic. At each of the five tax forums held across the country, I had the honor of  hosting a series of town hall events where I heard directly from…

September 21, 2023  – A distraught taxpayer contacted TAS for help because her mother had been in a conservatorship with a stranger. The taxpayer and her mother were unaware that the conservator had been court-appointed.    Success Story: TAS helps in conservatorship refund case Every year the Taxpayer Advocate Service (TAS) helps thousands of people with…

September 11, 2023 – The IRS announced it is ending the practice of unannounced visits from its revenue officers. The policy change is due to the rise in tax scams and taxpayer confusion over verifying an IRS employee’s identity, leading to safety concerns for both taxpayers and IRS employees. This is good news for taxpayers…