In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the IRS’s annual “Dirty Dozen” list of tax scams and schemes to watch out for during tax season. They cover common threats like IRS impersonation by text, email, and even AI-generated phone calls, along with fake charities, misleading tax advice on social media, ghost preparers, and fraudulent tax credit schemes. The conversation also highlights newer issues on the IRS radar, including abusive capital gain claims and misleading offer-in-compromise marketing. Throughout the episode, Regina and Jason emphasize the importance of protecting your personal information, reviewing your return carefully, and working with qualified tax professionals to avoid costly mistakes or fraud.
Takeaways
- Be cautious of IRS impersonation scams, especially by email, text, or phone. The IRS usually contacts taxpayers by mail first.
- If something on a tax return or refund promise seems too good to be true, it probably is. Always review your return before signing it.
- Working with a qualified tax professional, such as a CPA or enrolled agent, can help you avoid scams, bad advice, and risky tax positions.
Have a tax question for the show?
Email , and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday, and they’re always ad-free with no subscription required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco.
Disclosures
Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice.
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