<p>Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.</p><p></p><p><strong>Sponsors<br></strong>Padgett -<strong>  </strong><a href="https://www.padgettadvisors.com/join/?podcast">Contact Padgett</a> or <a href="mailto:jphillips@smallbizpros.com">Email Jeff Phillips</a></p><p><strong>Connect with Alan<br></strong><a href="https://www.linkedin.com/in/alan-pinck-ea-1b29b66">https://www.linkedin.com/in/alan-pinck-ea-1b29b66</a><strong><br></strong><a href="https://apincktax.com/">https://apincktax.com/</a><strong> </strong></p><p><strong>Get NASBA Approved CPE or IRS Approved CE<br></strong><a href="https://app.earmarkcpe.com/?channel_id=d10fb7b5-8d1c-408b-b7bf-3da2651b8e2e">Launch the course on EarmarkCPE to get free CPE/CE</a> for listening to this episode.<br><strong><br></strong><br><strong>Chapters<br></strong></p><ul><li>(00:00) - Introduction and Welcome</li> <li>(01:05) - Special Guest Introduction: Alan Pink</li> <li>(02:13) - Alan's Journey into Tax Profession</li> <li>(04:57) - Challenges and Anecdotes in Tax Preparation</li> <li>(13:09) - Representation and Audits</li> <li>(22:28) - Collections vs. Examination</li> <li>(29:12) - Current Issues and Credits</li> <li>(30:06) - Taxpayer Liability and Rule Changes</li> <li>(31:11) - Understanding Captive Insurance</li> <li>(33:35) - Advice for New Tax Professionals</li> <li>(34:33) - NAEA and Educational Programs</li> <li>(38:21) - Becoming a Tax Talk Moderator</li> <li>(41:36) - Challenges and Rewards of Live Shows</li> <li>(51:12) - Upcoming Speaking Engagements</li> <li>(53:19) - Final Thoughts and Farewell</li> </ul><strong>Follow the Federal Tax Updates Podcast on Social Media<br></strong><a href="https://twitter.com/FedTaxPod">twitter.com/FedTaxPod</a><br><a href="https://www.facebook.com/FedTaxPod">facebook.com/FedTaxPod</a><br><a href="https://www.linkedin.com/showcase/fedtaxpod">linkedin.com/showcase/fedtaxpod</a><br><strong><br>Connect with the Hosts on LinkedIn<br></strong><a href="https://www.linkedin.com/in/rogerharrispbs/">Roger Harris<br></a><a href="https://www.linkedin.com/in/annie-schwab-852418261/">Annie Schwab<br></a><br><strong>Review</strong><br>Leave a review on <a href="https://podcasts.apple.com/us/podcast/federal-tax-updates/id1664948418"><strong>Apple Podcasts</strong></a> or <a href="https://www.podchaser.com/podcasts/federal-tax-updates-5079545"><strong>Podchaser</strong></a><strong><br></strong><br><strong>Subscribe</strong><br><a href="https://federaltaxupdates.com/subscribe"><strong>Subscribe to the Federal Tax Updates podcast</strong></a> in your favorite podcast app!<p>This podcast is a production of <a href="http://earmark.me/"><strong>Earmark Media</strong></a></p><p><strong><em>The full transcript for this episode is available by clicking on the Transcript tab at the top of this page</em></strong></p><p>All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.</p>

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

Building a Year-Round Practice Through Representation Work

OCT 27, 202555 MIN
Federal Tax Updates

Building a Year-Round Practice Through Representation Work

OCT 27, 202555 MIN

Description

Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.

Sponsors
Padgett -  Contact Padgett or Email Jeff Phillips

Connect with Alan
https://www.linkedin.com/in/alan-pinck-ea-1b29b66
https://apincktax.com/

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.


Chapters

  • (00:00) - Introduction and Welcome
  • (01:05) - Special Guest Introduction: Alan Pink
  • (02:13) - Alan's Journey into Tax Profession
  • (04:57) - Challenges and Anecdotes in Tax Preparation
  • (13:09) - Representation and Audits
  • (22:28) - Collections vs. Examination
  • (29:12) - Current Issues and Credits
  • (30:06) - Taxpayer Liability and Rule Changes
  • (31:11) - Understanding Captive Insurance
  • (33:35) - Advice for New Tax Professionals
  • (34:33) - NAEA and Educational Programs
  • (38:21) - Becoming a Tax Talk Moderator
  • (41:36) - Challenges and Rewards of Live Shows
  • (51:12) - Upcoming Speaking Engagements
  • (53:19) - Final Thoughts and Farewell
Follow the Federal Tax Updates Podcast on Social Media
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.