Lauren Loricchio
@laurenloricchio.bsky.social
Investigations Editor @taxnotes, FOIA enthusiast, and journalist covering all things #tax. Find me on the Signal app, username: TaxNotesLauren.33.
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
Check out the story from me, Sarah Paez, and @chandrawallace.bsky.social, now outside the paywall: bit.ly/4ouqd96
bit.ly
November 7, 2025 at 3:07 PM
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
Check out the story from me, Sarah Paez, and @chandrawallace.bsky.social, now outside the paywall: bit.ly/4ouqd96
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
Our latest @taxnotes.com investigation bit.ly/3Jj4rpy
bit.ly
November 6, 2025 at 2:02 PM
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
Our latest @taxnotes.com investigation bit.ly/3Jj4rpy
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
Read the story outside the @taxnotes.com paywall bit.ly/47i6ou7
bit.ly
October 22, 2025 at 5:08 PM
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
Read the story outside the @taxnotes.com paywall bit.ly/47i6ou7
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
@taxnotes bit.ly/3INo3li
bit.ly
October 7, 2025 at 3:02 PM
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
@taxnotes bit.ly/3INo3li
A Look Inside the IRS Response to Trump’s DEI Orders
Read the story for free in @taxnotes.com bit.ly/3IrqcTv
Read the story for free in @taxnotes.com bit.ly/3IrqcTv
bit.ly
September 18, 2025 at 5:43 PM
A Look Inside the IRS Response to Trump’s DEI Orders
Read the story for free in @taxnotes.com bit.ly/3IrqcTv
Read the story for free in @taxnotes.com bit.ly/3IrqcTv
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
Story in @taxnotes.com
bit.ly/4gnXyz3
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.
bit.ly
September 16, 2025 at 12:54 PM
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
Story in @taxnotes.com
bit.ly/4gnXyz3
Hundreds of thousands of taxpayers who are victims of identity theft and are facing long waits to get their refunds. Staff reductions and budget cuts could make things worse.
My latest for @taxnotes.com bit.ly/4fL6wGc
My latest for @taxnotes.com bit.ly/4fL6wGc
Staff and Budget Cuts Could Exacerbate Identity Theft Delays | 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.
bit.ly
August 20, 2025 at 3:43 PM
Hundreds of thousands of taxpayers who are victims of identity theft and are facing long waits to get their refunds. Staff reductions and budget cuts could make things worse.
My latest for @taxnotes.com bit.ly/4fL6wGc
My latest for @taxnotes.com bit.ly/4fL6wGc
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
Story in @taxnotes bit.ly/4m4HZOI
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.
bit.ly
July 30, 2025 at 8:13 PM
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
Story in @taxnotes bit.ly/4m4HZOI
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
Story in @taxnotes.com bit.ly/46ODdAc
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.
bit.ly
July 18, 2025 at 3:15 PM
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
Story in @taxnotes.com bit.ly/46ODdAc
Reviews of the IRS’s artificial intelligence and data analytics may be limited under changes implemented by the Trump administration. Story in @taxnotes.com bit.ly/4nHYMIJ
Oversight of IRS AI and Data Analytics Faces Setback | 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.
bit.ly
July 14, 2025 at 5:15 PM
Reviews of the IRS’s artificial intelligence and data analytics may be limited under changes implemented by the Trump administration. Story in @taxnotes.com bit.ly/4nHYMIJ
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
The latest from @cadystanton.bsky.social bit.ly/3I6YMlq
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.
bit.ly
July 1, 2025 at 3:44 PM
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
The latest from @cadystanton.bsky.social bit.ly/3I6YMlq
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...
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...
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.
taxnotes.com
June 25, 2025 at 3:16 PM
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...
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...
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
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.
bit.ly
June 16, 2025 at 1:49 PM
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
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
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.
bit.ly
May 29, 2025 at 2:58 PM
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
Reposted by Lauren Loricchio
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.
Republican Crackdown on Aid to Immigrants Would Hit U.S. Citizens
www.nytimes.com
May 27, 2025 at 9:00 PM
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.
Reposted by Lauren Loricchio
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...
Read @laurenloricchio.bsky.social's latest investigation: www.taxnotes.com/featured-new...
May 21, 2025 at 7:38 PM
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...
Read @laurenloricchio.bsky.social's latest investigation: www.taxnotes.com/featured-new...
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. Story in @taxnotes.com bit.ly/3Fk7QSS
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.
bit.ly
May 21, 2025 at 4:13 PM
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. Story in @taxnotes.com bit.ly/3Fk7QSS
Reposted by Lauren Loricchio
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...
Read more: www.taxnotes.com/featured-new...
May 20, 2025 at 3:26 PM
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...
Read more: www.taxnotes.com/featured-new...
Reposted by Lauren Loricchio
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...
@laurenloricchio.bsky.social has the story: www.taxnotes.com/tax-notes-to...
May 16, 2025 at 2:30 PM
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...
@laurenloricchio.bsky.social has the story: www.taxnotes.com/tax-notes-to...
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 @taxnotes.com
bit.ly/3S7IXfX
bit.ly/3S7IXfX
Reduction in Force Could Target IRS Chief Counsel Offices | 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.
bit.ly
May 16, 2025 at 1:17 PM
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 @taxnotes.com
bit.ly/3S7IXfX
bit.ly/3S7IXfX
White House Pressure Forces Some LB&I Employees Out
Now outside the paywall bit.ly/44r0oj7
IRS and Treasury employees can reach @taxnotes.com reporters securely via the Signal app at TaxNotesNews.09
Now outside the paywall bit.ly/44r0oj7
IRS and Treasury employees can reach @taxnotes.com reporters securely via the Signal app at TaxNotesNews.09
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.
www.taxnotes.com
May 2, 2025 at 4:35 PM
White House Pressure Forces Some LB&I Employees Out
Now outside the paywall bit.ly/44r0oj7
IRS and Treasury employees can reach @taxnotes.com reporters securely via the Signal app at TaxNotesNews.09
Now outside the paywall bit.ly/44r0oj7
IRS and Treasury employees can reach @taxnotes.com reporters securely via the Signal app at TaxNotesNews.09
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
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.
bit.ly
April 28, 2025 at 2:22 PM
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
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
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.
bit.ly
April 1, 2025 at 12:34 PM
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
Reposted by Lauren Loricchio
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...
Read more: www.taxnotes.com/tax-notes-to...
March 19, 2025 at 1:57 PM
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...
Read more: www.taxnotes.com/tax-notes-to...
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
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.
bit.ly
March 20, 2025 at 3:34 PM
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