Episode

Building a Year-Round Practice Through Representation Work

Podcast
Federal Tax Updates
Published
Oct 27, 2025
Duration seconds
3254
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/5fedb3c6
Audio
https://op3.dev/e/media.transistor.fm/5fedb3c6/ded62f83.mp3
JSON
/v1/public/podcasts/federal-tax-updates-5954475/episodes/building-a-year-round-practice-through-representation-work
Markdown
/podcast/federal-tax-updates-5954475/building-a-year-round-practice-through-representation-work.md

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Summary

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 (00:50) - Special Guest Introduction: Alan Pink (01:58) - Alan's Journey into Tax Profession (04:42) - Challenges and Anecdotes in Tax Preparation (12:54) - Representation and Audits (21:26) - Collections vs. Examination (28:10) - Current Issues and Credits (29:04) - Taxpayer Liability and Rule Changes (30:09) - Understanding Captive Insurance (32:33) - Advice for New Tax Professionals (33:31) - NAEA and Educational Programs (37:19) - Becoming a Tax Talk Moderator (40:34) - Challenges and Rewards of Live Shows (50:10) - Upcoming Speaking Engagements (52:17) - 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…