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Building a Year-Round Practice Through Representation Work

EPISODE · Oct 27, 2025 · 55 MIN

Building a Year-Round Practice Through Representation Work

from Federal Tax Updates · host Roger Harris, EA and Annie Schwab, CPA

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.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get NASBA Approved CPE or IRS Approved CELaunch 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 Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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Building a Year-Round Practice Through Representation Work

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Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. AI Daily News Podcast Really Easy AI AI Daily News: Your premier source for cutting-edge artificial intelligence updates! Dive into the world of machine learning, deep learning, and data science with our daily tech briefings. From neural networks to natural language processing, we cover groundbreaking AI research, innovative applications, and industry trends. Explore the latest in computer vision, robotics, autonomous systems, and the Internet of Things. Stay informed on AI ethics, machine learning algorithms, and the transformative impact of AI on business, healthcare, and society. https://www.youtube.com/@AINewsFresh No Strings Freedom Tech Works Technology is an amazing gift that brings us convenience. What do we give up for it? On Freedom Tech Wrap, we discover ways to keep using the latest technology while operating on our own terms. This feed includes weekly updates for Freedom Tech projects. It also has periodic episodes in "No Strings" episodes that dive deep into Freedom Tech topics.Your host has decades of experience building the technology you use daily. Explore new ideas, get updates, and hear interviews with key people in the freedom tech space. We hope you come away from each episode with something you can do today to live with a bit more freedom. CISO Perspectives (public) N2K Networks This season on CISO Perspectives, host Kim Jones explores some of the challenges of leading through uncertainty. We explore the complexity of the changing nature of regulation and working with the federal government, the evolution of privacy and fraud, and how emerging technologies like AI and quantum computing are changing cyber. When you don’t know what questions to ask, you’re afraid to ask, or don’t know who to ask, CISO Perspectives provides the foundation for learning in this brave new world.
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