iiinova — where your digital self keeps evolving

Lauren Loricchio @laurenloricchio.bsky.social · 02/10/2026

IRS documents reveal that the agency has done little to crack down on private placement life insurance — a tax avoidance tool for wealthy investors — despite its concerns about the tax strategy. Check out the #exclusive in @taxnotes.com (free link) bit.ly/3W2Sxpr

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IRS Documents Indicate Low Scrutiny of Life Insurance Vehicles | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 30/09/2026

Freedom Law School's Peymon Mottahedeh is among influencers who promote misleading tax strategies on social media. While Mottahedeh has managed to avoid prison, some of his followers haven’t been as lucky. The latest @taxnotes.com #investigation from @cadystanton.bsky.social bit.ly/4dxJJOD

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The Social Media Influencer Who’s Outplayed the IRS for 30 Years | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 10/09/2026

The IRS has spent decades working to complete a modernization project, which has faced cost overruns and delays as well as recent setbacks caused by DOGE, former IRS employees say. At the moment, there is no end in sight. Read the story in @taxnotes.com bit.ly/4A6JXWq

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In Flux: The Uncertain State of IRS Modernization | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 01/09/2026

A Utah company is pitching investors on a strategy allowing them to avoid income taxes while helping disaster victims. The deal might be too good to be true, but that isn't stopping some tax professionals from promoting it. Read the investigation in @taxnotes.com bit.ly/4gDe2E4

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How Trump’s Big Beautiful Bill Boosted a Tiny-Home Tax Shelter | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 28/05/2026

I partnered with @planetmoney.bsky.social to trace the lifecycle of a tax loophole that began in Malta. We listen to the secret tapes that show how the wealthiest Americans fought back against the IRS with help from a top Trump administration official. Listen to the episode: n.pr/4uBJDM6

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The leaked tapes that show how the rich avoid taxes : Planet Money

Tax avoidance -- that is, legally reducing your tax bill -- is as American as apple pie. But the line between tax avoidance and tax evasion is often a grey one. On today’s show, a collaboration with T...

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Lauren Loricchio @laurenloricchio.bsky.social · 23/04/2026

The IRS has begun the process of firing a special agent leading investigations into abuse of Malta pension plans and Puerto Rico’s Act 60 tax incentives, raising questions about the future of those enforcement efforts. Read the story in @taxnotes.com bit.ly/4u6pr4p

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Lauren Loricchio @laurenloricchio.bsky.social · 14/04/2026

Unwatched: How State Audit Selection Systems Bypass Oversight bit.ly/4tLcyMU The latest @taxnotes.com investigation from Paul Jones and Emily Hollingsworth, outside the paywall

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Lauren Loricchio @laurenloricchio.bsky.social · 19/03/2026

Treasury missed the March 16 deadline to post an annual report online that is used to evaluate whether it is fulfilling its obligations under the Freedom of Information Act. The delay comes during #SunshineWeek and amid ongoing concerns about the Trump administration’s transparency. bit.ly/4smwjKA

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Lauren Loricchio @laurenloricchio.bsky.social · 12/03/2026

Convicted sex offender Jeffrey Epstein established tax-advantaged trusts that could help shield his assets after he was indicted in 2006 for soliciting prostitution in Florida, according to documents released by the Justice Department. Read the story for free in @taxnotes.com : bit.ly/4lr3V7q

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 19/02/2026

The IRS has awarded millions of dollars’ worth of contracts to Palantir Technologies, a company embroiled in controversy over reports that it is helping the Trump administration build a searchable database of tax data and other information about U.S. citizens. Read more: taxnotes.co/4roK8Ye

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Lauren Loricchio @laurenloricchio.bsky.social · 10/02/2026

Citizens for Equality in Tax Enforcement has urged @ronwyden.bsky.social to investigate why the IRS has failed to finalize proposed regulations that would designate Malta pension plans as a listed transaction. Read the story in @taxnotes.com bit.ly/4a9F2ZR

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 10/02/2026

When the IRS moved to curb abuse of Malta pension plan arrangements, advisers turned to a powerful Washington tax lobbyist for help. @laurenloricchio.bsky.social & @chandrawallace.bsky.social explain how Kenneth Kies was engaged by a company offering Malta pension plans: taxnotes.co/4aEAN8O

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Lauren Loricchio @laurenloricchio.bsky.social · 10/02/2026

When the IRS moved to curb abuse of Malta pension plan arrangements, advisers turned to a powerful Washington tax lobbyist for help. Read the investigation for free in @taxnotes.com taxnotes.co/4aEAN8O

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Lauren Loricchio @laurenloricchio.bsky.social · 28/01/2026

Don't miss @cadystanton.bsky.social's two-part series Priced Out: How a 1990s Housing Policy is Worsening the Housing Crisis Congress Gave Developers Flexibility. It’s Costing People Their Homes. bit.ly/49H0ANk Absent Congress, Protecting LIHTC-Funded Housing Has Fallen to States bit.ly/4keXnIn

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Lauren Loricchio @laurenloricchio.bsky.social · 18/12/2025

Tax Notes is launching a #FOIA newsletter in the new year! If you work in tax, law, public policy, or journalism, this newsletter is for you! Subscribe to get access to the latest documents and stories based on our findings. @taxnotes.com bit.ly/4jetKq7

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Subscribe to the FOIA Findings Newsletter

Subscribe to the FOIA Findings newsletter to get monthly content delivered right to your inbox.

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Lauren Loricchio @laurenloricchio.bsky.social · 16/12/2025

Investigations initiated by the IRS into abusive tax schemes fell by 63 percent from the previous year, according to an annual report released December 12. Read the story in @taxnotes.com bit.ly/4oWaiQ8

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Lauren Loricchio @laurenloricchio.bsky.social · 25/11/2025

Before Switzerland’s largest life insurance company agreed to pay the U.S. government more than $77 million for facilitating tax evasion, it arranged private placement life insurance policies for Russian oligarchs, leaked documents from @icij.org show. Story in @taxnotes.com taxnotes.co/3XdFjUq

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Lauren Loricchio @laurenloricchio.bsky.social · 07/11/2025

Our latest @taxnotes.com investigation into Puerto Rico's Act 60 tax incentives examines legal opinions used by wealthy investors to dodge their tax obligations. Check out the story from me, Sarah Paez, and @chandrawallace.bsky.social, now outside the paywall: bit.ly/4ouqd96

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Lauren Loricchio @laurenloricchio.bsky.social · 06/11/2025

Legal opinions argue that taxpayers can source gains to Puerto Rico that were accrued before establishing residency in Puerto Rico in some circumstances. That advice could put taxpayers on the wrong side of the IRS. Our latest @taxnotes.com investigation bit.ly/3Jj4rpy

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Lauren Loricchio @laurenloricchio.bsky.social · 22/10/2025

An IRS effort to increase audits of passthrough entities had just launched when a conservative lobbying effort was mobilized to dismantle it. Read the story outside the @taxnotes.com paywall bit.ly/47i6ou7

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Lauren Loricchio @laurenloricchio.bsky.social · 07/10/2025

A Texas resident is having buyer’s remorse after purchasing “sovereign tribal tax credits” and learning the credits may not be respected by the IRS. Story in @taxnotes bit.ly/3INo3li

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Lauren Loricchio @laurenloricchio.bsky.social · 18/09/2025

A Look Inside the IRS Response to Trump’s DEI Orders Read the story for free in @taxnotes.com bit.ly/3IrqcTv

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Lauren Loricchio @laurenloricchio.bsky.social · 16/09/2025

A Texas lawyer concluded that the tribal tax credits being sold by White River Energy Corp. “are real and recognized by the U.S. Congress and Government,” even though the IRS says the credits don’t exist. Story in @taxnotes.com bit.ly/4gnXyz3

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Legal Opinion Describes Tribal Credits as ‘Real and Recognized’ | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 30/07/2025

The IRS’s largest compliance division is poised to have less staff than it did in 2018, after its employees have left through voluntary separations imposed by the Trump administration. Story in @taxnotes bit.ly/4m4HZOI

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SB/SE Staffing Projected to Dip Below 2018 Levels | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 18/07/2025

Andrew De Mello has been removed as acting IRS chief counsel and replaced by Kenneth Kies, Treasury assistant secretary for tax policy, a move that was announced internally last month by IRS Commissioner Billy Long. Story in @taxnotes.com bit.ly/46ODdAc

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IRS Quietly Replaces Acting Chief Counsel | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 01/07/2025

Congressional Republicans are poised to pass an expansion of a popular 40-year-old tax credit. But shortcomings in data and reporting mean no one is sure exactly how effective it is. The latest from @cadystanton.bsky.social bit.ly/3I6YMlq

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Congress Set to Expand Housing Credit Despite Data Shortcomings | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 25/06/2025

The National Taxpayer Advocate calls for improvements to the IRS's FOIA program in her 2026 objectives report to Congress. The report cites the @taxnotes series Faults in FOIA, which highlighted problems with FOIA at the IRS. Read the series: taxnotes.com/tax-notes-ex...

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Tax Notes Exclusives | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 16/06/2025

ICYMI: Staffing cuts at the IRS may be limiting oversight of the clean energy credit transfers even before Congress votes on whether to repeal the Inflation Reduction Act provisions that authorized them. Story from @chandrawallace.bsky.social and me: bit.ly/4n2Rn6D

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Repeal or Not, Energy Credit Transfers Under Pressure at IRS | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 29/05/2025

An information sharing agreement between the IRS and the Department of Homeland Security allowing the DHS to request address information from the IRS for purposes of immigration enforcement has sowed fear among immigrants, complicating return filing this year. Story in @taxnotes.com bit.ly/45vJ64F

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Information Sharing Deal Complicates Immigrant Return Filing | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Reposted by Lauren Loricchio

The New York Times @nytimes.com · 27/05/2025

President Trump and the GOP have vowed to cut off federal benefits for undocumented immigrants and ensure that funding goes to U.S. citizens in need. The changes would be felt by children who are citizens, experts and advocates say, and tighten eligibility for federal health insurance programs.

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Republican Crackdown on Aid to Immigrants Would Hit U.S. Citizens

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Tax Notes @taxnotes.com · 21/05/2025

Artificial intelligence tools like chatbots are supposed to become more effective over time. Data indicate the IRS’s are getting worse, just as the agency is increasingly relying on them amid staffing cuts. Read @laurenloricchio.bsky.social's latest investigation: www.taxnotes.com/featured-new...

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Lauren Loricchio @laurenloricchio.bsky.social · 21/05/2025

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IRS Chatbot Performance Lags Amid Staff Cuts | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 20/05/2025

Probationary IRS employees who were fired and later placed on paid administrative leave have been directed to return to work by the end of the week. Read more: www.taxnotes.com/featured-new...

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 16/05/2025

The IRS acting chief counsel has indicated that a reduction in force could affect attorney positions in associate chief counsel offices, according to an email obtained by Tax Notes. @laurenloricchio.bsky.social has the story: www.taxnotes.com/tax-notes-to...

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Lauren Loricchio @laurenloricchio.bsky.social · 28/04/2025

IRS employees in the division responsible for ensuring that large businesses, complex partnerships, and wealthy individuals pay their taxes say pressure from the Trump administration is causing people to leave. Story in @taxnotes.com bit.ly/4lOC40E

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White House Pressure Forces Some LB&I Employees Out | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 01/04/2025

The number of #FOIA requests received by the IRS has been declining, but response times haven’t improved, frustrating tax attorneys who say they may not be able to use records by the time they’re issued. Read the story in @taxnotes.bsky.social bit.ly/4cfxbtg

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The IRS Is Getting Fewer FOIAs. Why Aren’t Response Times Improving? | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 19/03/2025

Changes at the Justice Department Tax Division — including the loss of entry-level attorneys and senior personnel — could affect refund litigation and the tax system as a whole, tax attorneys told Tax Notes. Read more: www.taxnotes.com/tax-notes-to...

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Lauren Loricchio @laurenloricchio.bsky.social · 20/03/2025

Implementation of the IRS’s return-to-office mandate has been rocky, with inadequate space for some employees and new requirements that requests for disability accommodations get additional levels of approval. Story in @taxnotes.bsky.social bit.ly/4bM2mw8

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IRS Rollout of In-Person Work Faces Obstacles | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Reposted by Lauren Loricchio

Tax Notes @taxnotes.com · 13/03/2025

Former IRS Chief Human Capital Officer Traci DiMartini said she was placed on leave for resisting the firing of thousands of probationary workers and for delays in onboarding staffers from DOGE. Read more: www.taxnotes.com/featured-new...

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Lauren Loricchio @laurenloricchio.bsky.social · 10/03/2025

Trump administration efforts to use the IRS in its crackdown on undocumented immigrants are giving rise to worry that the government could improperly use tax data to help with deportations. Read more in @taxnotes.bsky.social. Now outside the paywall bit.ly/4bH1lFn

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Mass Deportation Plans Prompt Unease for ITIN Filers | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Lauren Loricchio @laurenloricchio.bsky.social · 07/03/2025

Trump administration efforts to use the IRS in its crackdown on undocumented immigrants are giving rise to worry that the government could improperly use tax data to help with deportations. Check out the story in @taxnotes.bsky.social bit.ly/3DlXtNn

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Mass Deportation Plans Prompt Unease for ITIN Filers | Tax Notes

Tax Notes is the first source of essential daily news, analysis, and commentary for tax professionals whose success depends on being trusted for their expertise.

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Reposted by Lauren Loricchio

NPR @npr.org · 18/02/2025

Since taking office, the Trump administration and DOGE have been seeking to unilaterally override the spending plans set by Congress. Can they do that under the U.S. Constitution?

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Can President Trump ignore Congress' spending laws? The debate over 'impoundment'

Since taking office, the Trump administration and DOGE have been seeking to unilaterally override the spending plans set by Congress. Can they do that under the U.S. Constitution?

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Kyle Griffin @kylegriffin1.bsky.social · 31/01/2025

The highest-ranking career official at the Treasury Department is departing after a clash with allies of Elon Musk over access to sensitive payment systems. David A. Lebryk has served in nonpolitical roles at Treasury for several decades. www.washingtonpost.com/business/202...

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Senior U.S. official to exit after rift with Musk allies over payment system

A top Treasury career staffer is expected to depart. Surrogates of Musk’s DOGE effort had sought access to sensitive payment systems.

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