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Kelly Phillips Erb

Kelly Phillips Erb

Forbes

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

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

When it comes to perks at work, free stuff is always a bonus. But as great as complimentary coffee and doughnuts might be, employees are increasingly...

yesterday 0

Forbes

Kelly Phillips Erb

Tax Breaks: The Post Tax Season Hangover Edition

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 2

Forbes

Kelly Phillips Erb

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

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 2

Forbes

Kelly Phillips Erb

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

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 2

Forbes

Kelly Phillips Erb

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

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 6

Forbes

Kelly Phillips Erb

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

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 3

Forbes

Kelly Phillips Erb

Mailing A Last Minute Tax Return? Warning: The Postmark Rules Have Changed

Mailing A Last Minute Tax Return? Warning: The Postmark Rules Have Changed

Ready to mail your tax return—or your request for an extension? Before you pop that envelope into the mailbox, you’ll want to do a little...

14.04.2026 5

Forbes

Kelly Phillips Erb

Tax Day 2026 Deals: Free Food, Discounts And Other ‘Tax Relief’

Tax Day 2026 Deals: Free Food, Discounts And Other ‘Tax Relief’

Ready to file your tax return? While Tax Day often means settling up with the IRS, it also comes with a small consolation prize: a wave of deals,...

13.04.2026 5

Forbes

Kelly Phillips Erb

Tax Breaks: The Final Countdown To Tax Day Edition

Tax Breaks: The Final Countdown To Tax Day Edition

After more than 30 years with IRS Criminal Investigation (CI), Chief Guy Ficco is stepping down, closing out a tenure marked by transition within the...

11.04.2026 8

Forbes

Kelly Phillips Erb

With April 15 Just Days Away, IRS Data Shows Tax Filing Still Behind

The most recent tax filing statistics from the IRS tell largely the same story as we’ve heard for most of the tax filing season: filing and...

10.04.2026 6

Forbes

Kelly Phillips Erb

IRS Issues New Rules For Clergy, Santa Clauses And Other Tipped Workers

Tipped workers can deduct up to $25,000 from their taxable income under the “No Tax on Tips” provision of the One Big, Beautiful Bill Act (OBBBA),...

10.04.2026 7

Forbes

Kelly Phillips Erb

AI And Less Immigration Work Will Shift IRS Criminal Enforcement

After more than three decades of service with IRS Criminal Investigation (CI), CI Chief Guy Ficco is leaving the agency. His last day is today....

10.04.2026 5

Forbes

Kelly Phillips Erb

Tax Breaks: The To The Moon (And Back To Taxes) Edition

When I was a kid, I was fascinated by space. I think most kids in my generation were. All the coolest movies, like the original Star Wars and The...

04.04.2026 5

Forbes

Kelly Phillips Erb

How My Widowed 77-Year-Old Mom Lost Social Security Benefits For Five Months

Last October, my mother walked into the family room of her rural North Carolina house and found my dad, her husband of nearly 60 years, sitting...

04.04.2026 10

Forbes

Kelly Phillips Erb

IRS Data Shows Tax Refunds Rising, But Falling Short Of Expectations

03.04.2026 6

Forbes

Kelly Phillips Erb

IRS Warns Of New Tax Scams Linked To The One Big Beautiful Bill Act

Taxpayers are taking advantage of provisions in the One Big Beautiful Bill Act (OBBBA)—as are scammers and opportunists. The IRS is warning...

03.04.2026 5

Forbes

Kelly Phillips Erb

New Federal 2025 Tax Breaks Still Causing State Income Tax Confusion

(Author’s note: On March 31, South Carolina lawmakers voted not to make changes to state tax law. The article has been updated to reflect the vote.)...

01.04.2026 5

Forbes

Kelly Phillips Erb

What Gig Workers And Freelancers Need To Know About Taxes Now

The gig economy has changed how taxpayers earn money, turning spare hours into income sources that didn’t exist even a decade or so ago. Whether...

01.04.2026 4

Forbes

Kelly Phillips Erb

Tax Breaks: The Texas Two-Step Through The Courts Edition

We’re nearing the home stretch for the tax filing season, and the most recent IRS data shows a mixed bag as the April 15 deadline nears. Refunds are...

28.03.2026 30

Forbes

Kelly Phillips Erb

Tax Filings Lag While Tax Refunds Fall Short Of Early Hype

27.03.2026 20

Forbes

Kelly Phillips Erb

Intuit Wins Big In FTC Fight Over TurboTax “Free” Ads

A federal appeals court has handed Intuit a significant procedural win in its long-running fight with the Federal Trade Commission (FTC) that could...

27.03.2026 10

Forbes

Kelly Phillips Erb

$8.5 Million Fake Trust Tax Scheme Nets Prison Sentences For Texas Family

A Texas family’s effort to turn fake trusts into legitimate tax refunds ended with federal prison sentences, concluding a multimillion-dollar fraud...

27.03.2026 20

Forbes

Kelly Phillips Erb

When Will Your Tax Refund Arrive? What To Know This Tax Filing Season

Tax refunds are a bright spot for many filers. This year, they’re also a bit of a puzzle. Early IRS data show tax refunds are running higher than...

26.03.2026 20

Forbes

Kelly Phillips Erb

Court Strikes Down New Treasury Residential Real Estate Reporting Rule

A lawsuit filed in the Eastern District of Texas has upended another Treasury reporting rule—this time targeting residential real estate...

24.03.2026 10

Forbes

Kelly Phillips Erb

The IRS Is Sitting On $1.2 Billion In Unclaimed Tax Refunds

23.03.2026 6

Forbes

Kelly Phillips Erb

Tax Breaks: The Not As Harmless As It Sounds Edition

Around this time of year, I get asked (a lot) about what happens when you don’t pay your taxes. That’s usually followed up by some suggestion that...

21.03.2026 10

Forbes

Kelly Phillips Erb

50 Ways To Get Tax-Free Cash Or Benefits –And Leave The IRS Behind

Whether you’re still wrestling with your 2025 income tax return or have finished this time-consuming and annoying task, you might be feeling right...

21.03.2026 10

Forbes

Kelly Phillips Erb

Tax Season Filings Are Catching Up, But Still Lag Behind Last Year

20.03.2026 9

Forbes

Kelly Phillips Erb

Using Payroll Taxes To Fund Your Business (Or Your Lifestyle) Is A Felony

19.03.2026 10

Forbes

Kelly Phillips Erb

The $12 Million Medical Fraud That Put Patients At Risk

18.03.2026 10

Forbes

Kelly Phillips Erb

Filing For A Tax Return Extension? Don’t Make This Common Mistake

17.03.2026 9

Forbes

Kelly Phillips Erb

Despite Its Infamous Oscar Envelope Mistake, PwC Still Counts The Vote

Before the first celebrity steps onto the red carpet for the 98th Academy Awards on March 15, 2026, and before a single envelope is opened on stage,...

15.03.2026 10

Forbes

Kelly Phillips Erb

Tax Breaks: The Refunds, Robots And Red Tape Edition

The IRS has released its latest filing season snapshot, covering returns received through March 6, just over a month before the April 15 deadline. So...

14.03.2026 10

Forbes

Kelly Phillips Erb

Tax Refunds Are Up In 2026—But Not As Much As Some Expected

13.03.2026 10

Forbes

Kelly Phillips Erb

Taxpayers Are Asking AI For Help. Trusting It Is Another Story.

12.03.2026 10

Forbes

Kelly Phillips Erb

A New Confusing IRS Notice Could Mean A Long Wait For Your Tax Refund

Congressional Democrats are raising questions about IRS notices being sent to hundreds of thousands of taxpayers whose refunds have been delayed...

11.03.2026 8

Forbes

Kelly Phillips Erb

Tax Season Question: Who’s Running The Struggling IRS?

About a month before the close of the 2026 tax filing season, there’s a big question in Washington: Who is running the IRS? Senate Finance Committee...

11.03.2026 9

Forbes

Kelly Phillips Erb

Getting To Know You Tuesday: Jenny Groberg

10.03.2026 5

Forbes

Kelly Phillips Erb

IRS Proposes Rules For Trump Accounts—What Families Need To Know

The IRS and Treasury have issued proposed regulations for Trump accounts (also called 530A accounts), the new child savings accounts created by the...

09.03.2026 7

Forbes

Kelly Phillips Erb

Tax Breaks: The On Deck (Watch For Curveballs) Edition

Spring is in the air. I can feel it. To be fair, I’m at my mom’s home in North Carolina, where the temps have been in the 60s, so that helps. But...

07.03.2026 9

Forbes

Kelly Phillips Erb

Warning: New IRS Instructions Limit ‘No Tax On Tips’ Deduction For Gig Workers

The One Big Beautiful Bill Act President Donald Trump signed last July was supposed to fulfill a simple pledge he had made on the campaign trail:...

06.03.2026 8

Forbes

Kelly Phillips Erb

The IRS Dirty Dozen: Tax Scams To Watch For In 2026

What’s the greatest risk to taxpayers this tax filing season? Every year, the IRS releases its “Dirty Dozen,” a list of common scams and abusive...

05.03.2026 10

Forbes

Kelly Phillips Erb

How Confident Can You Be In The Person Preparing Your Tax Return?

How confident are you in the person preparing your tax return? Millions of taxpayers rely on paid preparers each year, often assuming those...

05.03.2026 9

Forbes

Kelly Phillips Erb

Sanders And Khanna Push National 5% Annual Billionaire Wealth Tax

Senator Bernie Sanders (I-Vt.) and Representative Ro Khanna (D-Calif.) introduced legislation this week to impose a 5% annual wealth tax on...

03.03.2026 20

Forbes

Kelly Phillips Erb

IRS Filing Season Still Trails 2025, But Refunds Are Up More Than 10%

IRS data from the fourth week of the tax filing season—the week ending February 20, 2026—suggest that, despite the promise of higher refunds,...

01.03.2026 20

Forbes

Kelly Phillips Erb

Following The Money: How Financial Data Helps Solve IRS Criminal Cases

When it comes to financial crimes investigated by IRS Criminal Investigation (IRS-CI), the agency’s most effective tool is likely not what you...

01.03.2026 40

Forbes

Kelly Phillips Erb

Are Your Social Security Benefits Taxable This Year?

More than 70 million Americans receive benefits from the Social Security Administration—whether retirement, disability, or Supplemental Security...

01.03.2026 20

Forbes

Kelly Phillips Erb

Tax Breaks: The Slow Down, Double-Check Edition

It’s 2026. Do you know where your refund is? The latest IRS tax stats (through February 20, 2026) show the number of taxpayers who have filed so far...

01.03.2026 20

Forbes

Kelly Phillips Erb

Yes, Bad Bunny And Other Puerto Ricans Are U.S. Citizens. But Taxes? That’s Complicated

11.02.2026 10

Forbes

Kelly Phillips Erb

How To Pay Less And Stay Safe As The Tax Code Changes And The IRS Crumbles

08.02.2026 10

Forbes

Kelly Phillips Erb