Inside the IRS: A Conversation with Terry Lemons

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/37/28/31/3728314f-b1aa-521d-4ff9-dc807fe8f850/mza_1797824229601136111.jpg/600x600bb.jpg

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

71 episodes

2 weeks ago

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

All content for Federal Tax Updates is the property of Roger Harris, EA and Annie Schwab, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Inside the IRS: A Conversation with Terry Lemons

Federal Tax Updates

54 minutes

7 months ago

Inside the IRS: A Conversation with Terry Lemons

For our milestone 50th episode, Roger Harris and Annie Schwab welcome Terry Lemons, who spent 26 years at the IRS including 11 years as Chief of Communications and Liaison. Terry shares insights from working with six different IRS commissioners, preparing officials for congressional testimony, and navigating public perceptions of the agency. The conversation explores the critical role of the tax professional community, challenges facing the IRS today, and lessons from past filing season successes and failures.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

(00:00) - Welcome to Federal Tax Updates
(01:44) - Celebrating the 50th Podcast with Special Guest Terry Lemons
(03:23) - Terry Lemons' Journey to the IRS
(06:47) - The Role and Influence of IRS Commissioners
(11:33) - Preparing a Commissioner to Testify Before Congress
(22:28) - Challenges and Perceptions of Working at the IRS
(28:43) - Debunking IRS Agent Myths
(30:57) - IRS Efficiency and Transformation
(32:24) - Challenges and Improvements at the IRS
(33:46) - Reflecting on Filing Seasons
(36:04) - Historical IRS Challenges
(40:24) - Future Tax Law Changes and Implications
(44:31) - Terry's Retirement Plans
(46:07) - The Importance of Tax Professionals Community
(52:15) - Final Thoughts and Farewell

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with Terry Lemons
https://www.linkedin.com/in/terry-lemons-77b3641a9

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!