Federal Tax Updates
Federal Tax Updates
Roger Harris, EA and Annie Schwab, CPA
Building a Year-Round Practice Through Representation Work
54 minutes Posted Oct 27, 2025 at 2:00 pm.
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
Introduction and Welcome
Special Guest Introduction: Alan Pink
Alan's Journey into Tax Profession
Challenges and Anecdotes in Tax Preparation
Representation and Audits
Collections vs. Examination
Current Issues and Credits
Taxpayer Liability and Rule Changes
Understanding Captive Insurance
Advice for New Tax Professionals
NAEA and Educational Programs
Becoming a Tax Talk Moderator
Challenges and Rewards of Live Shows
Upcoming Speaking Engagements
Final Thoughts and Farewell
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54:14
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Show notes
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
(
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 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.