Kelly Phillips Erb
Forbes
United States
Contact Kelly
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Past articles by Kelly:
The Forbes World’s Most Influential CMOs List: 2023
This annual Forbes list recognizes the 50 Most Influential CMOs in the World. → Read More
By Scoring A Lucrative Deal At Inter Miami, Lionel Messi Is Playing A New Financial Game
The greatest soccer player in the world chose state income-tax free Florida, a destination for other big names in sports like Tiger Woods, Derek Jeter, and Tom Brady. → Read More
Debt Ceiling Agreement Lifts Student Loan Pause, Cuts Some IRS Funding
After a few days of speculation about the debt ceiling agreement between President Joe Biden and House Speaker Kevin McCarthy, we finally have the details. → Read More
Inside Anna Nicole Smith’s Battle Over Her Billionaire Husband’s Estate
A new Netflix documentary has rekindled interest in the late Playboy model who almost walked away with $475 million from her 90-year-old husband, J. Howard Marshall. A look back at the tabloid tale that made its way to the Supreme Court—twice. → Read More
Supreme Court Rules That IRS Can Request Bank Account Info Without Notice To Third Parties
The IRS does not need to notify third parties when requesting a summons for banking records in collection matters. → Read More
Disney Sues Florida Gov. Ron DeSantis Over Control Of Special District, Alleging Retaliation
After months of public back and forth, the fight between Florida Gov. Ron DeSantis and the Walt Disney Company is now headed to court. → Read More
Filing Your Tax Return: Join Our Live Event To Ask Me (Almost) Anything
More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. → Read More
Senators Propose Huge Boost In Charitable Deduction For Non-Itemizers
A bipartisan group of Senators, including Senators James Lankford (R-OK) and Raphael Warnock (D-GA), are calling for a temporary change in tax breaks for charitable giving. → Read More
How Alex Murdaugh Opened The Door For Convictions On Financial And Tax Crime Charges
On June 7, 2021, Alex Murdaugh called police to report that he had discovered the bodies of his wife and son. Last week, Murdaugh took the witness stand to deny he was the one to pull the trigger. His testimony, including admissions that he stole money, is likely to hurt him in future trials. → Read More
Tax Refund Dollars Still Down As Tax Season Approaches Midpoint
We’re almost halfway through the tax season. So what do we know about tax season so far? The data from the IRS continues to indicate that taxpayers are getting their returns in and processed more quickly than they did last year. → Read More
Is That Really The IRS Knocking On Your Door?
Residents of Floyd County, Georgia, were shocked recently when they saw a man visiting homes claiming to be from the IRS. It turns out that he really did work for the IRS. → Read More
A Look At State Income Tax Rates In 2023—And What Else To Consider
Many taxpayers now have the flexibility to move to what they believe are more tax-friendly locations where they can pay less in state income taxes. So what do tax rates look like across the country in 2023? → Read More
What You Need To Know About Taxes If You Sold Your Home In 2022—Or Plan To Sell In 2023
It has been a wild ride for buyers and sellers in the US housing market over the past year. Homeowners may be grappling with gains and losses on sales, and that can translate to confusion at tax time. Here's what you need to know. → Read More
New IRS Data Shows Tax Filings Remain Healthy, But Average Tax Refunds Down 14%
The IRS has now made data available comparing Feb. 11, 2022, and Feb. 10, 2023, and continues to show an uptick in filing numbers, but a dip in refunds. → Read More
IRS Takes Steps To Make It Easier For Taxpayers To Respond To Notices
The agency is taking another step towards offering taxpayers an alternative to adding to the pile: taxpayers who receive specific notices requiring them to send information to the IRS now have the option of submitting their documentation online through IRS.gov. → Read More
If You Need To Call The IRS, Here’s When To Expect The Longest Wait Times
According to the IRS, Presidents Day weekend, when many people prepare their taxes, historically marks a peak period for IRS phone lines. → Read More
Lawsuit Challenging IRS Seizure Of Crypto Account Records Is Back In Court
A New Hampshire man has fired back at the IRS over the agency's issuance of a "John Doe" summons and subsequent seizure of his financial records from Coinbase. → Read More
You Can Roll Your 529 Plan To A Roth IRA Beginning In 2024
Paying for college is a big topic of conversation in my house. As parents like me struggle to figure it out, lawmakers have taken some steps to make it easier, including a recent rule change that allows you to roll money earmarked for education into a retirement plan. → Read More
Lawmakers Consider Whether Taxpayers Should Foot The Bill For Remote State Workers
American workers are becoming fond of flexible work schedules—but are we willing to foot the bill for them? → Read More
Don’t Let A Scammer Steal Your Happily-Ever-After This Valentine’s Day
Romance scams are thriving online. Companies and agencies who monitor these kinds of scams expect numbers to tick up around Valentine's Day, since those looking to make a connection can also appear to be easy marks. → Read More