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Kelly Phillips Erb

Kelly Phillips Erb

Forbes

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IRS Reminds Tax Pros AI Should Not Replace Human Judgment

IRS Reminds Tax Pros AI Should Not Replace Human Judgment

Artificial intelligence (AI) is quickly becoming part of everyday tax practice. It can help sort documents, speed up research, draft client letters,...

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Forbes

Kelly Phillips Erb

Supreme Court Leaves IRS Free To Chase Taxpayers Forever Over Preparer Fraud

Supreme Court Leaves IRS Free To Chase Taxpayers Forever Over Preparer Fraud

The Supreme Court declined to hear Murrin v. Commissioner, leaving a Third Circuit ruling in place that significantly expands when the IRS can go back...

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Kelly Phillips Erb

Supreme Court Rejects Fair Market Value In Tax Sale Case, But Keeps Challenge Alive

Supreme Court Rejects Fair Market Value In Tax Sale Case, But Keeps Challenge Alive
wednesday 2

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Kelly Phillips Erb

Chatbots Were Supposed To Help Taxpayers But IRS Can’t Prove They Work

wednesday 2

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Kelly Phillips Erb

Tax Breaks: The Betting On Tech And Modernization Edition

Tax Breaks: The Betting On Tech And Modernization Edition

Have you checked out the IRS website lately? The IRS has made progress toward a more digital tax system, but the latest report from the Electronic Tax...

20.06.2026 8

Forbes

Kelly Phillips Erb

California Man Gets 27 Months For Tax Evasion, Illegal Gambling Business

California Man Gets 27 Months For Tax Evasion, Illegal Gambling Business

A California man who admitted operating an illegal offshore gambling business, laundering cash proceeds, and evading federal income taxes on more than...

18.06.2026 7

Forbes

Kelly Phillips Erb

IRS Advisory Committee Pushes For Better Tech, AI Transparency And Less Paper

IRS Advisory Committee Pushes For Better Tech, AI Transparency And Less Paper

The IRS Electronic Tax Administration Advisory Committee (ETAAC) has released its 2026 Annual Report to Congress. ETAAC acknowledges that the IRS has...

18.06.2026 10

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Kelly Phillips Erb

Tax Breaks: The World Cup Crosses All Kinds Of Borders Edition

13.06.2026 10

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Kelly Phillips Erb

Employee Retention Credit Refund Suit Survives, But Challenge To IRS Notice Does Not

More than five years after Congress rushed COVID relief for employers into law, courts are still sorting out who gets paid. In a recent Employee...

12.06.2026 10

Forbes

Kelly Phillips Erb

IRS Shared Addresses For Nearly 47,000 People With ICE, Watchdog Says

The IRS provided Immigration and Customs Enforcement (ICE) with last-known address information for nearly 47,000 people under a controversial...

09.06.2026 6

Forbes

Kelly Phillips Erb

The $100,000 H-1B Trump Fee Case Is Really A Tax Case

A federal judge in Massachusetts has blocked the Trump administration’s $100,000 H-1B fee. While the case is important for employers, universities,...

09.06.2026 9

Forbes

Kelly Phillips Erb

Tax Breaks: The Taxpayer Advocate Walks Into A Conference Edition

I’m on the road again! It’s tax conference season, and my first stop in June was San Antonio, Texas, for The Tax Retreat. It’s been a terrific...

06.06.2026 7

Forbes

Kelly Phillips Erb

Erin Collins On The Taxpayer Advocate Service, Taxpayer Rights, And A Strained IRS

When Erin Collins sat down with Terry Lemons, former IRS Chief of Communications and Liaison, at The Tax Retreat in San Antonio on Thursday, June 4,...

06.06.2026 8

Forbes

Kelly Phillips Erb

Supreme Court To Rule On How Much Equity Homeowners Can Lose In A Tax Sale

When the government takes your home to collect a tax debt and sells it, how much does it actually owe you? That’s a question now before the U.S....

05.06.2026 7

Forbes

Kelly Phillips Erb

Supreme Court To Rule On How Much Equity Homeowners Can Lose In A Tax Sale

When the government takes your home to collect a tax debt and sells it, how much does it actually owe you? That’s a question now before the U.S....

04.06.2026 7

Forbes

Kelly Phillips Erb

The Gas Tax Debate Is Back, And So Are Concerns About Infrastructure Funding

Gas prices are no longer climbing as fast as they were a few weeks ago, but they remain much higher than they were last summer — a fact that is...

03.06.2026 7

Forbes

Kelly Phillips Erb

Tax Breaks: The Tortured Taxpayer Department Edition

It’s been a love story for nearly three years, and now Taylor Swift and Travis Kelce may be entering their most romantic era yet: asset planning....

30.05.2026 10

Forbes

Kelly Phillips Erb

Why Taylor Swift And Travis Kelce Need A Prenup And You Might Too

It’s been a love story for nearly three years, and now Taylor Swift and Travis Kelce have to deal with some champagne problems, including how...

30.05.2026 30

Forbes

Kelly Phillips Erb

Treasury Launches Trump Accounts App As Funding Date Approaches

The U.S. Department of the Treasury has launched the Trump Accounts app, giving families a new way to activate and manage accounts for eligible...

29.05.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Death And Taxes Edition

Death and taxes may be inevitable, but the paperwork, decisions, and surprises that follow can feel anything but predictable. I’ve been thinking...

23.05.2026 20

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Kelly Phillips Erb

Death And Taxes: Forbes’ Practical Guide For Families

You expect the death of a spouse, parent or other close relative to be emotionally wrenching. What catches many survivors by surprise are the daunting...

23.05.2026 50

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Kelly Phillips Erb

How Long To Keep Your Parents’ Tax And Financial Records–And Your Own

After my dad died, my siblings and I began sorting through the things he left behind. That included the expected things, like clothes and photographs,...

21.05.2026 10

Forbes

Kelly Phillips Erb

Shakira Wins Spanish Tax Residency Fight Worth More Than €55 Million

Shakira is in line to receive more than €55 million (about $64 million U.S.) after a Spanish court ruled in her favor in a long-running dispute over...

19.05.2026 10

Forbes

Kelly Phillips Erb

After Death, Income Tax Filing And IRS Debts Live On

19.05.2026 10

Forbes

Kelly Phillips Erb

What To Do With All Your Parents’ Stuff–And Your Own

When people think about settling a parent’s estate, they usually think about selling the house and distributing what’s in their bank and...

18.05.2026 10

Forbes

Kelly Phillips Erb

Inherited Retirement Accounts: What You Need To Know Now

Retirement accounts are among the most significant financial assets many Americans hold at death. At the end of 2025, IRAs alone held $19.2 trillion,...

18.05.2026 10

Forbes

Kelly Phillips Erb

What To Do With All Your Parents’ Stuff–And Your Own

When people think about settling a parent’s estate, they usually think about selling the house and distributing what’s in their bank and...

17.05.2026 30

Forbes

Kelly Phillips Erb

Tax Breaks: The Taxes And Playing The Long Game Edition

I am excellent at mini-golf, but not so terrific at golf-golf. To be fair, despite the fact that I grew up not so far from a number of golf courses, I...

16.05.2026 20

Forbes

Kelly Phillips Erb

Where Not To Die In The U.S. In 2026

The middle-aged Pennsylvania couple had lived together for more than a decade, buying a home together and sharing other assets. They never got...

16.05.2026 100

Forbes

Kelly Phillips Erb

The PGA Championship Payday Is Big, But So Are The Taxes And Expenses

14.05.2026 10

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Kelly Phillips Erb

Card Skimming Fraud Costs More Than $1 Billion At The Gas Pump Each Year

14.05.2026 20

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Kelly Phillips Erb

Tax Breaks: The Tax Law Is Having A Constitutional Moment Edition

The Supreme Court tackled another tax-related case this term, ruling that a New Jersey nonprofit could immediately challenge a state subpoena seeking...

09.05.2026 10

Forbes

Kelly Phillips Erb

Liam And Olivia Are The Most Popular Baby Names In The U.S. Once Again

08.05.2026 10

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Kelly Phillips Erb

Scams Are Booming. The Latest Numbers, And How To Protect Yourself

08.05.2026 20

Forbes

Kelly Phillips Erb

Supreme Court Says Nonprofits Can Challenge Government Requests For Donor Information

A recent U.S. Supreme Court decision suggests that sensitive donor information may be protected—for now. On April 29, 2026, the Supreme Court ruled...

07.05.2026 10

Forbes

Kelly Phillips Erb

World Cup Tipping Practices Could Undercut ‘No Tax On Tips’ Break

04.05.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Fight Over Pandemic ERC Credits Goes Into Overtime Edition

There’s finally some good news for taxpayers who have been waiting to hear from the IRS. Years after the Employee Retention Credit (ERC) program...

02.05.2026 20

Forbes

Kelly Phillips Erb

KPMG Cuts Jobs As Advisory Demand Slows And Federal Audit Work Winds Down

KPMG is shaking up its practice with announcements that it is laying off 4% of its staff in its US advisory business, shuttering its federal audit...

01.05.2026 20

Forbes

Kelly Phillips Erb

Taxpayers Fighting The IRS Over Pandemic Era Tax Credit Get A New Option

Years after the COVID-19 pandemic era Employee Retention Credit (ERC) program officially ended, the fight over who qualified for it drags on. Now, the...

30.04.2026 20

Forbes

Kelly Phillips Erb

Treasury Moves To Require More Reporting And Paperwork From Tax-Exempts

The Treasury Department and the IRS have announced plans to revise Form 990, the primary disclosure form for tax-exempt organizations. The stated goal...

28.04.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Surprise Refunds And Lingering Tax Bills Edition

25.04.2026 10

Forbes

Kelly Phillips Erb

Surprise: You May Be Owed An IRS Refund For Payments Made During The Pandemic

24.04.2026 20

Forbes

Kelly Phillips Erb

Owe The IRS? Here Are Some Options For Paying Your Taxes—Now, Or Over Time

Now that Tax Day is (mostly) behind us, some taxpayers may be looking at the next step with a bit of dread: paying your tax bill. After you file,...

23.04.2026 20

Forbes

Kelly Phillips Erb

IRS Enforcement Takes Another Big Hit As Budget Request Shrinks

22.04.2026 20

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Kelly Phillips Erb

Section 127 Plans: A Tax-Smart Way To Pay For Education Or Student Loans

21.04.2026 30

Forbes

Kelly Phillips Erb

Tax Breaks: The Post Tax Season Hangover Edition

That collective exhale you heard this week? It was the sound of tens of millions of taxpayers and tax professionals finally taking a breath after an...

18.04.2026 10

Forbes

Kelly Phillips Erb

Fewer Returns, Bigger Refunds: What IRS Data Says About The 2026 Tax Season

Now that April 15 is in our rearview mirror, it’s a wrap on the regular tax season—but the IRS is still processing returns and sorting through...

17.04.2026 10

Forbes

Kelly Phillips Erb

The Fascinating History Of How Income Taxes Got Americans Hooked On Cocktails

About now, some taxpayers may be shaking, stirring or pouring out a cocktail to celebrate today’s end of the official tax filing season today...

15.04.2026 10

Forbes

Kelly Phillips Erb

As Gas Tops $4 Per Gallon, Congress Considers Lowering The Gas Tax

With gas prices topping $4 per gallon at the pump (AAA reports that the national average is $4.108 as of today), drivers are increasingly focused on...

15.04.2026 20

Forbes

Kelly Phillips Erb

What Happens If You Don’t Sign Your Tax Return—and How To Do It Right

Ready to sign your tax return? That feels like an easy lift—but some quirks and exceptions can make it challenging for some taxpayers. Here’s what...

15.04.2026 10

Forbes

Kelly Phillips Erb