Tax Justice Warriors

Latest Episodes:

Episode 196 - Interview with Mary Ann David, Senior Attorney at Legal Services of Greater Miami Mar 14, 2024

Show notes

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.

Episode 195 - Interview with Shahin Rahimi, Senior Attorney at Legal Aid Society of San Diego Feb 29, 2024

Show notes

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.

Episode 194 - Interview with Cal Poly Low Income Taxpayer Clinic Director and Professor Lisa Sperow Feb 22, 2024

Show notes

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 December 2023.

Episode 193 - Interview with Syracuse Law Professor Robert G. Nassau Feb 14, 2024

Show notes

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.

Episode 192 - Giving Thanks Nov 22, 2023

Show notes

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

Episode 191 - One Year of the Inflation Reduction Act Aug 30, 2023

Show notes

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.

Episode 190 - Running the Temple Law Low Income Taxpayer Clinic! Jul 25, 2023

Show notes

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 across Pennsylvania, to supervise law students, and to teach tax law and IRS procedure.

Episode 189 - How to Challenge Worker Misclassification Jun 20, 2023

Show notes

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 as wages on tax returns, that individuals should know.

Here are some important resources on worker misclassification:

Philadelphia Legal Assistance page on misclassification

Center for Urban Pedagogy-designed poster that I worked on regarding misclassification

U.S. Department of Labor page on misclassification

Presentation on misclassification that I did with attorney Rebecca Stavish

IRS instructions on Form SS-8

My most recent Procedurally Taxing blog post on 26 U.S.C. 7434 (discussed in episode)

Episode 188 - Review of ABA Tax Section May 2023 Meeting and Interviews with Leslie Book and Mandi Matlock May 23, 2023

Show notes

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 colleagues and mentors, Leslie Book and Mandi Matlock. They both generously agreed to sit down with me on the final day of the conference to discuss their careers and their perspectives.

At Villanova Law, Professor Les Book, a nationally recognized scholar on tax procedure and coauthor of the Procedurally Taxing blog, teaches several tax courses and has experience in numerous roles there that include Director of the Federal Tax Clinic. I had the privilege of having Professor Book as my professor of Introduction to Federal Income Tax in my 3L spring semester at Villanova. Since then, he has helped me get to where I am today, including in receiving the ABA Tax Section Brunswick Public Service Fellowship.

Professor Mandi Matlock, who recently served as Interim Director of the Federal Tax Clinic at the Legal Services Center of Harvard Law School, has worked as a low income taxpayer clinic attorney at Texas RioGrande Legal Aid for over two decades. In the meantime, she became a nationally renowned expert on tax and consumer law matters as she was of counsel to the National Consumer Law Center and was a Local Taxpayer Advocate in Austin, among other roles.

Episode 187 - Reflections on the 2023 Tax Filing Season Apr 26, 2023

Show notes

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 became salient when the IRS announced that July 17, 2023 is the refund deadline for unfiled 2019 returns. I briefly also discuss the new IRS strategic operating plan (regarding how the IRS will use their new funding); you can read the plan here.

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