Federal Tax Updates

Building a Year-Round Practice Through Representation Work


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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/

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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
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    Connect with the Hosts on LinkedIn
    Roger Harris
    Annie Schwab

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    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.

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    Federal Tax UpdatesBy Roger Harris, EA and Annie Schwab, CPA

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