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  • The Thinking About Retirement Edition

    The Thinking About Retirement Edition
    2025/05/14

    On this episode of "Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social Security benefits. She also delves into the nuances of early vs. full retirement age for Social Security, emphasizing the financial implications.


    Kelly Phillips Erb also explores the increasing role of artificial intelligence in tax administration, examining its use by the IRS for audits and taxpayer assistance

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    14 分
  • The Millions Breathe A Sigh Of Relief After Tax Day Edition

    The Millions Breathe A Sigh Of Relief After Tax Day Edition
    2025/04/23

    On this week's episode of Forbes Tax Breaks, Forbes Senior Write Kelly Phillips Erb dives into the post-Tax Day landscape, exploring changes to the tax system and the fate of the IRS Direct File program. Kelly also tackles record-keeping rules, answers a listener's question about IRS levies, and examines the debate over classifying Mega Marshmallows for VAT purposes in the UK.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    18 分
  • The Week That Turned Out To Be A Wild Ride Edition

    The Week That Turned Out To Be A Wild Ride Edition
    2025/04/16

    This week on "Tax Breaks" host and Forbes Senior Writer Kelly Phillips Erb covers the week's volatile stock market due to President Trump's tariffs.

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    21 分
  • The End To Tax Season Is Just Around The Corner Edition

    The End To Tax Season Is Just Around The Corner Edition
    2025/04/01

    This week, on Tax Breaks, Forbes Senior Writer Kelly Phillips Erb explores the end of tax season, U.S. companies receiving a break on beneficial ownership information (BOI) reporting, and changes at the IRS and the Social Security Administration. She also delves into reporting last year's bonus pay, reveals tax filing season statistics and discusses the tax implications of Name, Image, and Likeness (NIL) income for college athletes.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    18 分
  • The Keeping Your Sanity And Surviving Tax Season Edition

    The Keeping Your Sanity And Surviving Tax Season Edition
    2025/03/27

    In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    17 分
  • How To Keep Your Sanity And Survive Tax Season

    How To Keep Your Sanity And Survive Tax Season
    2025/03/25
    In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more.SHOW NOTES:Tax Filing Season Stats:https://www.forbes.com/sites/kellyphillipserb/2025/03/17/with-a-month-to-go-irs-tax-season-filing-data-continues-to-show-little-signs-of-life/Filing For Extension:https://www.forbes.com/sites/kellyphillipserb/2025/03/17/not-ready-to-file-your-tax-return-file-for-an-extension/FBAR:https://www.forbes.com/sites/virginialatorrejeker/2025/03/21/fbar-due-date-triggers-and-key-compliance-rules-for-us-taxpayers/Social Security:https://www.forbes.com/sites/kellyphillipserb/2025/03/21/social-security-will-grab-tax-refunds-and-use-100-benefit-withholding-to-recover-overpayments/Unemployment benefits:https://www.forbes.com/sites/kellyphillipserb/2025/03/20/unemployment-benefits-can-raise-tax-questions-and-attract-scammers/WalletHub survey:https://wallethub.com/blog/tax-survey/20056Rashelle Isip website:https://www.theorderexpert.com/Time management during tax season:https://www.forbes.com/sites/kellyphillipserb/2025/03/21/how-to-schedule-time-for-tax-prep-keep-your-sanity-and-survive-tax-season/Form 1099-K IRS web page:https://www.irs.gov/businesses/understanding-your-form-1099-kRetirement Distributions:https://www.forbes.com/sites/dereksaul/2025/03/19/forbes-recession-tracker-economists-warn-trump-could-be-author-of-a-deep-recession/Tax refund story: https://www.forbes.com/sites/robertwood/2025/03/17/irs-releases-and-debunks-five-tax-myths-about-getting-your-tax-refund/Mail Carrier story:https://www.forbes.com/sites/kellyphillipserb/2025/03/19/former-postal-worker-stole-more-than-16-million-in-checks-including-tax-refunds/Link to Tingle Table image: https://www.loc.gov/item/2017646288See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    17 分
  • The Government Lights Remain On For Now Edition

    The Government Lights Remain On For Now Edition
    2025/03/18

    On this episode of Tax Breaks, Forbes Senior Writer Kelly Phillips Erb covers the budget resolution Trump signed this past weekend, IRS staffing and budget cuts, and the status of the current tax filing season.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    17 分
  • The Choose Your Own Tax Adventure Edition

    The Choose Your Own Tax Adventure Edition
    2025/03/12

    This week on 'Tax Breaks', Forbes Senior Writer Kelly Philips Erb talks about her adventures in Alaska, recent budget moves, beneficial ownership information (BOI) reporting, a new IRS Commissioner, penny stocks and more.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    20 分