Tax Practitioners Social Media/Influencer Guidance, Charitable Contribution Update, & IRS Refunds

The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 10

In this episode of The Essential Tax Podcast, your host, Mishkin Santa, dives into some hot tax topics for #InternationalPodcastDay.

Tune in for these key takeaways:

• Social media & Influencer guidance for tax practitioners and relevant case law.

• When a tax practitioner might be considered culpable for advice offered on social media.

• Some of the dangers of a one-size-fits-all approach to professional tax advice.

• The importance of a disclaimer and when offering tax advice on social media.

• An outline of the One Big Beautiful Bill Act’s changes to IRS rules for charitable contributions and why this might be important for your own personal tax planning.

• A brief guided tour of the brand-new IRS Schedule 1A that pertains to certain tax deductions.

• An upcoming change at the IRS, stemming from an Executive Order by the US President, that will change the way refunds & paper checks are accepted and/or processed.

Further Resources:

• 2025 “Draft” Schedule 1-A: https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf

• Executive Order – Modernizing Payments to and from America’s Bank Account: https://www.whitehouse.gov/presidential-actions/2025/03/modernizing-payments-to-and-from-americas-bank-account/

• TWG Blog Post - https://thewolfgroup.com/blog/the-irs-will-stop-issuing-refunds-via-paper-check-in-september-2025/

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About The Essential Tax Podcast:

In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas.

Watch or listen to more episodes of The Essential Tax Podcast:

• YouTube: https://www.youtube.com/@TheWolfGroupPC

• Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944

• Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf

Connect and learn more from your host, Mishkin Santa:

• Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta

• Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc

• Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa