Federal Tax Updates Building a Year-Round Practice Through Representation Work
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.
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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
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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
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