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Tax Notes TalkHow Monetizing Tax Data Puts Taxpayers at RiskSend us a textTax Notes investigations editor Lauren Loricchio discusses security concerns regarding tax software platforms’ data-sharing practices. Read Loricchio's article, "Monetization of Tax Data Sparks Concerns About Security."For additional coverage, read the following articles in Tax Notes:Taxpayer Data Leak Investigations Rarely Lead to ProsecutionsProPublica Data Leak Lawsuit Ends in SettlementIRS Discussing Response to Data Sharing by Tax Prep CompaniesFollow us on X:Lauren Loricchio: @LaurenLoricchioDavid Stewart: @TaxStewTax Notes: @TaxNotes**This episode is sponsored by the University of California Irvine School of Law...2025-01-2410 minTax Notes TalkBehind the Story: Investigating Private Placement Life InsuranceSend us a textA Tax Notes investigation unveiled how money sheltered in offshore insurance investment vehicles has eluded IRS auditors hampered by poor training and silos within the agency. Leaked documents obtained by the International Consortium of Investigative Journalists and reviewed by Tax Notes show private placement life insurance structures — a special type of insurance available only to wealthy investors — with millions of dollars set up in offshore tax havens like Belize and the Cayman Islands. Three members of the Tax Notes investigations team explain their reporting process, from choosing the topic to fin...2024-12-0614 minTax Notes TalkThe Tax Challenges of the Navajo Nation, Part 2Send us a textLeslie McLean, director of the low-income taxpayer clinic at DNA-People’s Legal Services, discusses the barriers Navajo Nation members face when filing their taxes and attempting to claim credits. Listen to the first episode in this series, "The Tax Challenges of the Navajo Nation, Part 1."Read Investigations Editor Lauren Loricchio's series:Legislation, Outreach Could Help Tribal Taxpayers Access Tax CreditsScarce Resources Leave Navajo Nation With Few Tax OptionsFor additional coverage, read the following articles in Tax Notes:W&M Advances Tribal Child Support Enforcement Bi...2024-08-0930 minTax Notes TalkThe Tax Challenges of the Navajo Nation, Part 1Send us a textTax Notes investigated the Navajo Nation’s tax challenges with the IRS and gathered firsthand accounts of how its members navigate a complex filing system with scarce resources and cultural differences.Investigations Editor Lauren Loricchio interviewed two members of the Navajo Nation: Laura Mike, executive director of the Navajo United Way, and Buu Nygren, president of the Navajo Nation. She also spoke with Nick Mattison, a partner at Feferman, Warren & Mattison, who specializes in consumer law. Read Loricchio's articles:Legislation, Outreach Could Help Tribal Taxpayers Access Tax CreditsScarce Res...2024-08-0227 minTax Notes TalkTaxpayer Rights in the Digital AgeSend us a textNina Olson of the Center for Taxpayer Rights and the Tax Analysts board of directors discusses the challenges in preserving taxpayer rights in light of increasing digitalization by the IRS and tax preparation companies. For more coverage, read these articles in Tax Notes:IRS Seeks to Procure Artificial Intelligence ToolsIRS Modernization Effort Seen as Lacking TransparencyIRS to Make Direct File Permanent, Expand It NationwideIRS Nears Decision on Fate of Direct File; Free File ExtendedAnalysis: The IRS Errs in Its Use of Math Error ProceduresABA Section of Taxation Meeting: Head of Fr...2024-06-1431 minTax Notes TalkERC Updates: Handling the Flood of Improper ClaimsSend us a textMary Wood of Meadows Collier discusses recent updates on the employee retention credit, from the IRS’s moratorium on new claims to the potential effect of pending legislation. For more episodes on the employee retention credit, listen to:IRS Key Updates: ERC, EITC, and Government Shutdown PlansThe Employee Retention Credit: Scams and SuccessesFor additional coverage, read these articles in Tax Notes:Pandemic Relief Fraud Scheme Shut Down, TIGTA SaysIRS Leaves Door Open to Resume ERC Voluntary DisclosureERC Voluntary Disclosure Program Barrels Toward Uncertain EndERC Abuse Revives Deb...2024-05-0324 minTax Notes TalkThe Fight Over Maryland’s Digital Advertising Tax, Part 2Send us a textIn the second of a two-episode series, Professor Richard D. Pomp of the University of Connecticut School of Law discusses his views on the federal lawsuit challenging Maryland’s digital advertising tax. Listen to the first episode in the series: The Fight Over Maryland’s Digital Advertising Tax, Part 1For additional coverage, read these articles in Tax Notes:Practitioner Slams Maryland’s New Digital Advertising TaxMaryland AG Argues for Dismissal of Verizon, Comcast Digital Ad Tax SuitFederal Judge Recuses Herself From Maryland Digital Ad Tax CaseMaryland Digital Ad Tax Pl...2021-11-1927 minTax Notes TalkThe Fight Over Maryland’s Digital Advertising Tax, Part 1Send us a textIn the first of a two-episode series, Professor Young Ran (Christine) Kim of the University of Utah College of Law discusses her views on the federal lawsuit challenging Maryland’s digital advertising tax. Listen to our last episode on the digital advertising taxes: Digital Advertising Taxes and the StatesFor additional coverage, read these articles in Tax Notes:Practitioner Slams Maryland’s New Digital Advertising TaxMaryland AG Argues for Dismissal of Verizon, Comcast Digital Ad Tax SuitFederal Judge Recuses Herself From Maryland Digital Ad Tax CaseMaryland Digital Ad Tax...2021-11-1226 minTax Notes TalkA Look at Life in Lockdown and Beyond for Women in TaxSend us a textTax Notes reporters Amanda Athanasiou and Lauren Loricchio share what they learned reporting on their recent piece, “How the Pandemic Upended Life and Work for Women in Tax,” and their personal experiences. For additional coverage, read Athanasiou's article in Tax Notes:Why Women Are Still Leaving Tax, and What to Do About It***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesShowrunner and Audio Engineer: Jordan ParrishGuest Relations: Christa Goad2021-07-3013 minTax Notes TalkCoronavirus and the StatesSend us a textKatie Quinn of McDermott Will & Emery LLP discusses the state tax implications of the COVID-19 pandemic with Tax Notes senior reporter Lauren Loricchio.For additional coverage, read these articles in Tax Notes:Telework Could Trigger Withholding Changes in Some StatesCARES Act Could Compound 163(j) Issue for Separate FilersState Bills Would Clarify Exemption of Federal Stimulus ChecksWith Tax Deadlines Extended, States Offer Relief on Fines and FeesCARES Act Interest Limitation Relief Could Have State Tax EffectsStates Could See Revenue Losses Under Federal Stimulus BillAll Tax Notes news coverage and...2020-05-0113 minTax Notes TalkTax Notes Goes To Court (Again)Send us a textIn honor of Tax Notes Talk’s 100th episode, we went back to the roots of what Tax Notes stands for: transparency.Tax Notes senior reporter Lauren Loricchio discussed her efforts to obtain the bid Indianapolis submitted to Amazon for HQ2 and Tax Analysts legal counsel Con Hitchcock shares the ensuing legal battle.For additional coverage, read these articles in Tax Notes:Localities Dodging Open Records Laws to Avoid Disclosure of Amazon HQ2 ProposalsGary, Indiana Offered More Than $792 Million in Failed HQ2 Bid Chicago Offered More Incentives in Second HQ2 Sel...2020-02-0718 minTax Notes TalkTax Trends in State LegislaturesSend us a textTax Notes Today State reporters Lauren Loricchio and Aaron Davis recap the biggest tax trends to emerge from state legislatures in 2019 and preview what’s to come.For additional coverage, read these articles in Tax Notes:Massachusetts Enacts Budget Revamping Remote Retailer ObligationsWisconsin Governor Signs Budget Including Income Tax CutsRoundup: Marketplace Facilitator Laws Enacted in 33 StatesIllinois Lawmakers End Session With Tax Bills, Balanced BudgetIllinois Graduated Income Tax Heads to VotersMinnesota Lawmakers Compromise on Federal Conformity, Tax Cuts2019-08-2309 minTax Notes TalkAmazon Chooses HQ2 LocationsSend us a textLauren Loricchio provides an update on Amazon's choice of two HQ2 locations: Northern Virginia and the borough of Queens in New York City.For more coverage in Tax Notes, read:Louisville Won't Release HQ2 Bid, Despite Amazon Announcement Amazon's New York City HQ2 Site Eligible for Federal Tax BreaksGeorgia First Also-Ran to Reveal Incentives Offered to AmazonAmazon to Split HQ2 Between New York City, Northern VirginiaGroup Slams Reports of Two Amazon HQ2s as 'Bait and Switch'Bezos Will Let His Heart Lead Him to Amazon's New HomePittsburgh to Appeal Order R...2018-11-2206 minTax Notes TalkThe Midterm Elections: Implications for Tax PolicySend us a textA roundup of the November 6 midterm election results. Asha Glover and Stephen Cooper discuss what changes to look for in the new Congress, including the makeup of the House Ways and Means Committee and the tax agendas. Paul Jones and Lauren Loricchio discuss the results in the state gubernatorial races as well as the tax ballot measures approved by state voters.For more coverage in Tax Notes, see:Senators Agree on IRS Reform, Extenders as Lame-Duck PrioritiesBrady Eyes Dozens of TCJA Technical Fixes in Lame DuckWays and Means to Review...2018-11-1630 min
Tax Notes TalkAmazon HQ2 IncentivesSend us a textDavid Stewart talks to Lauren Loricchio about her effort to obtain through public records requests data from localities competing for Amazon’s second headquarters project. She found that the localities used various methods to avoid public disclosure of incentives offered to the company, including narrow interpretations of state open record laws and bids submitted through entities not subject to those laws.2018-01-2607 min
Tax Notes TalkKansas Tax Cut RepealSend us a textLauren Loricchio and Maria Koklanaris discuss the rollback of the Kansas governor's tax agenda, including ending the exemption for passthroughs.2017-10-1206 min