Best Lisa Schmidt Podcasts (2024)

I sat down here with my LITC colleague Mary Ann David, Senior Attorney at Legal Services of Greater Miami. We spoke at the ABA Tax Section Midyear Meeting in San Francisco in January 2024.By Omeed Firouzi

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Episode 195 - Interview with Shahin Rahimi, Senior Attorney at Legal Aid Society of San Diego 16:24

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2M ago16:24

16:24

I sat down here with Legal Aid of San Diego Senior Staff Attorney, a fellow LITC practitioner, at the annual LITC conference in Washington, D.C. in December 2023. Here is more information on the Gregory Evans Knoll Legacy Fund that Shahin mentioned.By Omeed Firouzi

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Episode 194 - Interview with Cal Poly Low Income Taxpayer Clinic Director and Professor Lisa Sperow 24:35

2M ago24:35

24:35

As part of a series of interviews with colleagues in low Income taxpayer clinics from across the country and students in our clinic at Temple Law, I interviewed Cal Poly Low Income Taxpayer Clinic Director and Professor Lisa Sperow. I had the chance to sit down with Lisa at the annual Low Income Taxpayer Clinics Conference in Washington, D.C. in De…

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Episode 193 - Interview with Syracuse Law Professor Robert G. Nassau 18:55

2M ago18:55

18:55

As part of a series of interviews with colleagues in Low Income Taxpayer Clinics from across the country and students in our clinic at Temple Law, I interviewed Syracuse Law tax clinic director and Professor Rob Nassau. I had the chance to sit down with Rob at the annual Low Income Taxpayer Clinics Conference in Washington, D.C. in December 2023.…

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Episode 192 - Giving Thanks 22:36

5M ago22:36

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In this episode, in the spirit of Thanksgiving, I give thanks to so many people who support me and make my job easier.By Omeed Firouzi

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Episode 191 - One Year of the Inflation Reduction Act 43:35

8M ago43:35

43:35

This episode is a reflection on one year of the Inflation Reduction Act (IRA) and the impact President Biden's signature domestic legislative achievement has had on taxpayers and tax practitioners.By Omeed Firouzi

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Episode 190 - Running the Temple Law Low Income Taxpayer Clinic! 21:03

9M ago21:03

21:03

I discuss in the episode a major professional development: I am now a Professor of Practice and Director of the Low Income Taxpayer Clinic at Temple University Beasley School of Law! After five wonderful years at Philadelphia Legal Assistance Taxpayer Support Clinic, I am now pursuing this exciting opportunity. I am eager to represent clients acros…

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Episode 189 - How to Challenge Worker Misclassification 33:05

11M ago33:05

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This episode is a discussion of how workers can challenge their misclassification as independent contractors through the IRS SS-8 process. I discuss best practices for how practitioners can identify, address, and remedy misclassification on behalf of clients. I discuss the IRS procedures, including the accurate reporting of misclassification income…

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Episode 188 - Review of ABA Tax Section May 2023 Meeting and Interviews with Leslie Book and Mandi Matlock 32:55

11M ago32:55

32:55

In this episode, I discussed what I learned at the ABA Tax Section May 2023 Meeting in Washington, D.C. I mentioned several important sessions I attended and how I had the chance to ask IRS Commissioner Daniel Werfel a question during his closing plenary remarks. This episode also includes interviews I conducted, at the conference, with two great c…

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42. Employee Terminations 49:18

12M ago49:18

49:18

The so-called ‘business decision’ to exitemployees from your organization could be a positive experience for both youand the employee. With some thoughtful attention to what people need when theyare being released from a familiar role in a company they have committed to.Instead, the vast majority of terminations are a cavalier process. That whichla…

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Episode 187 - Reflections on the 2023 Tax Filing Season 28:27

1y ago28:27

28:27

In this episode, I break down the 2023 tax filing season as I offer reflections on how the $80 billion in additional funding for the IRS, from the Inflation Reduction Act, appears to have notably improved service for taxpayers and tax practitioners. I also delve into the history of the fedreal refund statute of limitations as it is an issue that be…

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Episode 186 - Interview with Professor Keith Fogg 59:15

1y ago59:15

59:15

At the Annual Low Income Taxpayer Clinics Conference in Phoenix on December 7, 2022, I had the privilege of sitting down with Professor Keith Fogg, a mentor and colleague. Keith practiced at the IRS Office of Chief Counsel for over 30 years before he began an academic career in 2007 first running the Villanova Law Federal Tax Clinic and then runnin…

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Episode 185 - Interview with Former National Taxpayer Advocate Nina Olson abd ABA Christine A. Brunswick Fellow Anna Gooch 29:14

1y ago29:14

29:14

At the American Bar Association (ABA) Section of Taxation Midyear Meeting in San Diego on February 10, 2023, I sat down with one of my mentors, former National Taxpayer Advocate Nina Olson, a tax law titan and legend thanks to her nearly two decades of service leading the Taxpayer Advocate Service, and ABA Christine A. Brunswick Fellow Anna Gooch, …

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Episode 184 - Interview with National Taxpayer Advocate Erin Collins 48:34

1y ago48:34

48:34

Omeed sits down here with National Taxpayer Advocate Erin Collins at the 2023 Annual Low Income Taxpayer Clinic (LITC) Grantee Conference in Phoenix, Arizona on December 8, 2022. Collins spoke about the difficulties taxpayers and tax practitioners faced with the IRS in 2022. She also discussed how her office is working to address these problems. Si…

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41. Workplace Predictions 2023 37:22

1+ y ago37:22

37:22

Once again Debra and lisa share what they are reading, hearing and intuiting about the work year ahead. Here are their predictions of what organizations and leaders will be challenged by, and the top trends we can expect to see in 2023.

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39. Who are the New Leaders in the C-Suite? 36:11

1+ y ago36:11

36:11

Now that working from home and hybrid arrangements have become fixtures in many businesses across the globe, many CEOs are considering—or even hiring—new direct reports to the senior leadership table. Joining the Chief Operating Officer (COO), the Chief Technology Officer (CTO) and Chief Human Resources Officer (CHRO) among others are Chief Remote …

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38. The 4-Day Workweek Movement 58:15

1+ y ago58:15

58:15

When Andrew Barnes decided to change his company to a 4-day work week he expected some positive results, but even he was surprised by the 20% increase in productivity, amongst many other benefits. Now, his organization, 4 Day Week Global is helping companies all around the world pilot a reduced work week so they can experience the benefits for them…

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37. Ghosted By The Boss 54:40

1+ y ago54:40

54:40

Who's accountable when a hiring decision goes wrong? As JP illustrates in her compelling personal story, often, the employee feels ashamed and disrespected when they are exited from an organization, in her case, just five weeks after being hired. Left to guess what went wrong after no feedback and not a word from the boss, JP describes feeling like…

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Farewell - IRS Office of Chief Counsel 9:52

1+ y ago9:52

9:52

From William Schmidt- I am going from being a Clinic Director for Low Income Taxpayer Clinics to working for the Kansas City branch of the IRS Office of Chief Counsel (Small Business/Self-Employed) as a Tax Attorney. Today’s episode is a short one as I make my farewells. In September, I finished working for the Low Income Taxpayer Clinic and legal …

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36. Why Gender Equity Is Good For The Economy With Katica Roy 51:47

1+ y ago51:47

51:47

For far too long, we've been hearing how much less money women make than men. While progress is being made, there is still a long way to go—if we look to the latest report from the 2022 World Economic Forum, post-pandemic, gender parity is not recovering. In fact, it will take another 132 years to close the global gender gap. As crises are compound…

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35. Ask Us Anything: Dan Price 34:41

1+ y ago34:41

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Episode 182: The Broader Discussion of IRS Funding 17:07

1+ y ago17:07

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If you have been following news from the Inflation Reduction Act, you probably heard news that the IRS received nearly $80 billion in funding over the next decade. There have been reactions of all kinds. In this episode, I look at how the funding is divided among the departments at the IRS. Some of the goals are examinations of high-income individu…

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Episode 181: KC Current Events and IRS Funding 16:09

1+ y ago16:09

16:09

On this episode, an update on what is going on in Kansas City relating to tax issues. Also, a talk about the Inflation Reduction Act of 2022 and its funding of the IRS. At the time of recording, the Act had passed the Senate. At the time of posting, it has also passed the House and is expected to go to President Biden to sign into law in the next w…

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34. Guiding Women On Debt, Wealth And Everyday Finances With Crystal Buhler 53:59

2y ago53:59

53:59

When it comes to women, well-being and autonomy are critical. Be it over our healthcare decisions, our freedom of movement, or our finances, having the ability to make informed choices that meet our needs and address our challenges is foundational to full participation in the world. Guiding women in navigating these things is what Crystal Buhler is…

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33. Levels Of Leadership With Carlos Davidovich 54:36

2y ago54:36

54:36

The Personality Data Assessment is an assessment that can help you find your unique and dominant style. It will help you evolve and progress through the different levels of your leadership journey. You will move from managerial to CEO if you just build on your existing strengths. In this episode, Debra Adey interviews a repeat guest, Carlos Davidov…

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Episode180: Workload Balancing 4:47

2y ago4:47

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A short episode about balancing my workload between supervision and managing the tax clinic. In order to balance the workload, it is necessary to reduce the number of cases and I talk about what I am doing to get there.By William Schmidt

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Episode 179: ABA 2022 May Tax Meeting Followup 25:33

2y ago25:33

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On May 12 through 14, 2022, the American Bar Association Section of Taxation held the 2022 May Tax Meeting. It was a hybrid meeting, the first in-person meeting for the Section since 2020. Portions of the meeting were also broadcast virtually. There was a large group gathered and it seemed that people were happy to be meeting in person again. Willi…

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Episode 178: OIC Updates and Other Tax Topics 33:26

2y ago33:26

33:26

This episode has a whole variety of topics: The offer in compromise forms are now updated – what about the grace period to transition to sending the new forms to the IRS? How many years of tax returns need to be submitted for the taxpayer to be compliant? The local standards for 2022 have been released. These are to be used for offers in compromise…

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32. Straight talk On Feminist Leadership 33:11

2y ago33:11

33:11

Is there a difference between being a woman and being a feminist in the workplace? What about feminist leadership? There is no doubt that women belong on the job no matter the job: construction, business, engineering, media, academia—plus everything they (we!) set our minds to. But there is much more to be said about creating an equitable division …

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Episode 177: Boechler Decision and ABA May Tax CDP Presentation 37:51

2y ago37:51

37:51

The Boechler case before the Supreme Court was previously discussed in episode 173. In the case, the question before the Supreme Court was whether the Tax Court correctly treated the deadline in this collection due process case as jurisdictional. Spoiler – the Supreme Court did decide in the taxpayer’s favor that the deadline was not jurisdictional…

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31. Ask Us Anything: Hybrid Work 29:04

2y ago29:04

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A lot (maybe everything?) has changed due to the COVID pandemic, with one of the biggest impacts being where work is done, particularly for office workers. During multiple lock-downs, companies and organizations had to adapt to a workforce based at home. Now that restrictions are easing, and things are slowly getting back to what we had before, eve…

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Episode 176: PPS Issues and Criminal Tax Referrals 31:07

2y ago31:07

31:07

Welcome to a further discussion from William Schmidt (Legal Aid of Western Missouri) and Andrew Belter (Wisconsin JudiCare) on issues when calling the Practitioner Priority Service. This time, there are issues when representing a client who is listed as the secondary person on the tax return. Some of are clients are widows or divorced. Recently, th…

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30. Brain-Based Leadership - Part 3 1:05:31

2y ago1:05:31

1:05:31

A true healthy working environment is the one where employees are not afraid to open up and their leaders are hands-on to support them. In this third and last episode about cultivating brain-based leadership, Debra Adey and Lisa Schmidt are joined once more by Michael Thompson. Together, they discuss how to create a workplace culture where happines…

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Episode 175: Signing for Clients and More LITC Grant Report Talk 26:11

2y ago26:11

26:11

Andrew Belter and William Schmidt talked through the different instances when to sign for clients on submissions to the IRS or the Tax Court. Some forms allow for either a taxpayer or their attorney to sign. However, clients don’t always get the forms to us or keep in contact close to the deadlines. What are some of the ethical considerations with …

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29. Brain-Based Leadership - Part 2 51:08

2y ago51:08

51:08

We hear a lot about resilience and humility when it comes to leadership, but how do leaders start practising these behaviours? In this second of a three-part series on brain-based leadership, Michael Thompson and Debra Adey continue their discussion on what it means to lead with the brain in mind. This time, Michael offers practical information and…

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Episode 174: PPS and the LITC Grant Report 25:58

2y ago25:58

25:58

Andrew Belter and William Schmidt discuss some recent topics of concern for Low Income Taxpayer Clinics. For one, Andrew brings up the difficulties with regard to reaching the IRS on the phones to get help for clients. Both Andrew and William talk about their recent attempts to find assistance for clients by calling the IRS. Then, William brings up…

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28. Brain-Based Leadership - Part 1 1:02:00

2y ago1:02:00

1:02:00

If we are complex beings, it is in large part because of our brains. In this first of three conversations with Michael Thompson, a passionate and highly knowledgeable leadership consultant and coach with over a decade of experience, we start to understand how the brain works at work. Michael's unique ability to promote wellness in the workplace and…

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Episode 173: Tax Court - Boechler and IRS Chief Counsel Answers 27:22

2y ago27:22

27:22

This week, Andrew Belter and William Schmidt look at some U.S. Tax Court topics. First, the case Boechler v. Commissioner is before the U.S. Supreme Court where they have heard oral arguments. In brief, an individual was a day late and missed the statutory deadline for a Collection Due Process hearing. The Tax Court ruled that there was a strict ju…

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27. Working Dads With Mark Mccartney 48:11

2y ago48:11

48:11

Today’s work environment has been experiencing tons of resignations, burnout, and demands for greater inclusivity from historically marginalized workers. With everything going on, it might seem counter-intuitive to talk about what's happening with working dads—male executives with family obligations. But we should not disregard the fact that workin…

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Episode 172: John Gilmore Interview on ID.me 42:42

2y ago42:42

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ID.me is a recent platform that the IRS was using as an online identity verification process for taxpayers to access self-help tools. To verify their identity with ID.me, taxpayers needed to provide a photo of an identity document such as a driver's license, state ID or passport. They also needed to take a selfie with a smartphone or a computer wit…

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26. Ask Us Anything: Michelle 24:48

2y ago24:48

24:48

Women get interrupted more than men and men interrupt women more than they interrupt other men. This is a well-researched and well-documented fact, but what do you do about it when it's happening to you? Michelle is in a traditionally male-dominated field as an Associate Professor at a North American University in the Engineering and Architecture d…

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Episode 171: 2022 ABA Section of Taxation Midyear Meeting 46:07

2y ago46:07

46:07

Well, before we started we didn’t think we had anything to talk about! Andrew Belter (Wisconsin Judicare) and William Schmidt (Legal Aid of Western Missouri) caught up on recent tax news as the tax season is underway. Access to transcripts with the CAF Unit and IRS budget restrictions from Congress are some of the topics. The main portion of this e…

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25. Workplace Predictions 2022 54:47

2y ago54:47

54:47

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Episode 170: State and Federal Tax Issues 25:32

2+ y ago25:32

25:32

Welcome to the tax filing season! Andrew Belter and William Schmidt start with a discussion of reconciling the child tax credit with Letter 6419. From there, we turn to differences between state and federal taxes. For one, can you still find paper copies of your state tax forms at your local public library? Who is faster at processing paper tax ret…

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Episode 169: 2022 New Year Tax Resolutions 35:49

2+ y ago35:49

35:49

Happy New Year 2022! Andrew Belter and William Schmidt discuss what the year will hold regarding taxes. The individual tax season will begin on January 24 and is expected to last through April 18 this year. We discuss our outlook on the upcoming tax season and other items for the year. This tax filing season, a difference will be reconciliation of …

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Episode 168: 2021 End of Year Wrap-Up 37:22

2+ y ago37:22

37:22

Andrew Belter and William Schmidt do an end of year discussion. They talk about the LITC conference and how the year has been working with the IRS. Along with that, they discuss how the year went – moving from one LITC to another for each of them and some self-reflection on how outreach progressed during the year.…

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24. Bias With Jessica Nordell 1:11:40

2+ y ago1:11:40

1:11:40

Unconscious bias exists all over the world, whether it's in the workplace or just out in the streets. A woman is going to be 10 times more criticized when it comes to a work evaluation than a man. People have stereotyped this race to do that, this color of skin to do that. It's infuriating and the legal system isn't adequate enough to solve all the…

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Working With TAS in 2021 29:44

2+ y ago29:44

29:44

On this episode, Andrew Belter and William Schmidt discuss issues that the Taxpayer Advocate Service (TAS) is having in 2021. Due to the IRS being backed up, taxpayers are contacting TAS for assistance. While TAS normally provides assistance to taxpayers, the IRS and TAS are being contacted by taxpayers in record numbers. As a result, TAS is diffic…

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