Phyllis Jo Kubey

Phyllis Jo Kubey

Creator
0 followers

Enrolled Agent—individual tax planning, IRS procedure, and compliance education.

New Donor-Advised Fund Changes Unveiled in WSJ Report
SocialMay 2, 2026

New Donor-Advised Fund Changes Unveiled in WSJ Report

@Saunderswsj and @wsj report on some recent developments with donor-advised funds. I'm sharing this as a gift article, so it should be outside of the paywall. https://t.co/LYtsAV36Vh

By Phyllis Jo Kubey
House Pushes for IRS Call Metrics Transparency
SocialMay 2, 2026

House Pushes for IRS Call Metrics Transparency

Will we get more transparent reporting on #IRS phone call metrics? - House votes to make IRS publish call metrics online https://t.co/wyew79Zuuc via @GovExec

By Phyllis Jo Kubey
IRS Scam Email Uses Fake Pobox Address
SocialApr 30, 2026

IRS Scam Email Uses Fake Pobox Address

Today’s scam email from the “IRS.” Of course the sender’s email address was bill.mitchell@pobox.com https://t.co/jVYjYXrqEO

By Phyllis Jo Kubey
IRS Extends Deadline for Appealing ERC Claim Denials
SocialApr 27, 2026

IRS Extends Deadline for Appealing ERC Claim Denials

The #IRS announced a new procedure to extend the time to appeal #ERC claim disallowances https://t.co/7wgIqkWo1b https://t.co/Iazwffm4Zp

By Phyllis Jo Kubey
TAS Portal Boosts Taxpayer Wins in Congressional Cases
SocialApr 21, 2026

TAS Portal Boosts Taxpayer Wins in Congressional Cases

Sounds like a win for #taxpayers - TAS Portal Proving Effective for Congressional Constituent Cases https://t.co/cFbY4U4l7n @TaxNotes @cady_stanton

By Phyllis Jo Kubey
Voices of Ascension Presents Beth Willer Concert May 21
SocialApr 19, 2026

Voices of Ascension Presents Beth Willer Concert May 21

NYC peeps. Join Voices of Ascension for our May 21st concert featuring guest conductor, Beth Willer. https://t.co/CNficDVUbk Canticle of the Sun: Beth Willer with Voices of Ascension https://t.co/zpLezJ7r82 via @YouTube

By Phyllis Jo Kubey
AI and Tech to Boost IRS Compliance Efforts
SocialApr 14, 2026

AI and Tech to Boost IRS Compliance Efforts

Hmmm…”Bisignano added that artificial intelligence and technology could be implemented to support the agency’s compliance efforts.” #IRS @TaxNotes

By Phyllis Jo Kubey
Local Pittsburgh Paper Secures Future, Community Celebrates
SocialApr 14, 2026

Local Pittsburgh Paper Secures Future, Community Celebrates

So happy to hear this news that my home town newspaper will continue publishing. https://t.co/S6reIYDGQs #Pittsburgh

By Phyllis Jo Kubey
NY State Extension Filing Site Experiencing Intermittent Outages
SocialApr 14, 2026

NY State Extension Filing Site Experiencing Intermittent Outages

Looks like NYS is having some intermittent issues with their online extension filing application. #taxtwitter https://t.co/8olscv8ga1

By Phyllis Jo Kubey
IRS Offers Free Webinar with Last‑Minute Tax Tips
SocialApr 14, 2026

IRS Offers Free Webinar with Last‑Minute Tax Tips

Interesting timing…IRS hosting free webinar to share last-minute tips for the filing season https://t.co/UgonIuV8n7 #IRS #taxtips

By Phyllis Jo Kubey
Kwong Decision Opens Refund Claims for Penalties, Interest
SocialApr 7, 2026

Kwong Decision Opens Refund Claims for Penalties, Interest

“…the Kwong decision suggests that taxpayers should reevaluate penalties and interest previously paid and consider filing refund claims targeting those amounts, even when the underlying tax liability itself is not in dispute.” Kwong Opens New Path for COVID-19 Refunds https://t.co/6OGToPBe1j...

By Phyllis Jo Kubey