Forbes Tax Breaks

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Paying taxes is painful, but hearing about them shouldn't have to be. Welcome to Tax Breaks, our weekly podcast full of tax tips, need-to-know deadlines and the latest tax-related news.

  1. 05/14/2025

    The Thinking About Retirement Edition

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

    14 min

  2. 04/23/2025

    The Millions Breathe A Sigh Of Relief After Tax Day Edition

    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.

    18 min

  3. 04/16/2025

    The Week That Turned Out To Be A Wild Ride Edition

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

    21 min

  4. 04/01/2025

    The End To Tax Season Is Just Around The Corner Edition

    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.

    18 min

  5. 03/27/2025

    The Keeping Your Sanity And Surviving Tax Season Edition

    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.

    17 min

  6. 03/25/2025

    How To Keep Your Sanity And Survive Tax Season

    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/20056 Rashelle 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-k Retirement 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/2017646288 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    17 min

  7. 03/18/2025

    The Government Lights Remain On For Now Edition

    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.

    17 min

  8. 03/12/2025

    The Choose Your Own Tax Adventure Edition

    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.

    20 min
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Paying taxes is painful, but hearing about them shouldn't have to be. Welcome to Tax Breaks, our weekly podcast full of tax tips, need-to-know deadlines and the latest tax-related news.

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