Tax Rep Network with Eric Green on Steno.fm

Tax Rep Network with Eric Green

Join Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!

Tue, April 01, 2025
Is The IRS Whistleblower Office A Waste Of Time? With Bryan Skarlatos
Is the IRS Whistleblower program a waste of time? Maybe, depending on your potential case and how it is handled. On this week's podcast, Eric is joined by Bryan Skarlatos from Kostelanetz LLP , a true heavyweight in tax controversy. They bring their extensive experiences to the discussion and offer insights into what they think works, what doesn't, and why whistleblower cases often take years to resolve. If you're considering becoming a whistleblower or dealing with one, this episode delivers the hard truths you need.
Sat, March 22, 2025
5 Steps To Solve Any Tax Debt
Want to learn to solve any tax debt problem? In this week's episode, Eric Green reviews the five simple steps to solve any taxpayer's worst tax nightmare. From getting clients into compliance to navigating offers in compromise, Eric shares the exact process he uses to resolve cases and secure life-changing results for taxpayers. Whether you’re a tax pro or someone struggling with IRS debt, this episode gives you a clear roadmap to take control and finally put tax troubles behind you. You can check out Eric's mini-guide here: Get the Free 5 Steps to Resolving Any Tax Debt
Wed, March 12, 2025
You Must Dominate
Want to dominate your area's IRS representation market? Want to own your city's tax advisory internet turf? You need to understand that planning to compete is simply not enough. You must set out to dominate your competition. To do that does not require some advanced degree or some weird level of intelligence. You just simply need to become obsessed with succeeding and determined to make the climb to the top of the mountain. In this week's episode, Eric discusses what it takes to build that practice you want and dominate your local industry with nothing but grit and determination.
Wed, March 05, 2025
How Relationship Pricing Works With Dawn Brolin
The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin , a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wrong about their tax professionals and why the idea of hiring accountants must never be set aside. Dawn also shares how adopting a subscription-based model allowed her to improve her accounting strategies, work closely with her clients all year round, and achieve consistent cash flow much easier.
Wed, February 26, 2025
Trump And Elon Era: Is This The End For The IRS?
Donald Trump and Elon Musk are threatening to gut the IRS. What will the IRS look like? What will be the fallout of this for taxpayers and their tax pros? In this episode, Eric Green and Carlos Samaniego cover the good, the bad, and the ugly that will likely come from the downsizing of the IRS. Navigating anxiety and confusion, they discuss how automation could transform this federal organization, particularly in enforcing tax laws and debt collection. The two also present actionable advice for taxpayers on how to take action as soon as possible to secure their finances and brace for the worst.
Wed, February 12, 2025
How To Help Clients Save Tens Of Thousands Of Dollars With Dr. Jackie Meyer
Help clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer . She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself, Dr. Jackie's ROI Calculator can be found here .
Fri, February 07, 2025
Step-By-Step Guide To Resolving Any Tax Case Like A Pro
Ever received a call from a potential client with a tax mess so overwhelming you do not even know where to begin? We handle cases like this all the time. The first step is simple: relax – you’ve got this! In this week's episode, Eric Green dives into the art of tackling even the toughest tax case. Learn how to break down the chaos, create a plan, and resolve your client’s tax nightmare like a seasoned pro.
Sun, December 15, 2024
170. What is “Reasonable Compensation” for Tax Purposes? by Tax Rep Network
As the 4th annual Tax Rep Summit wraps-up in Orlando, Tax Rep Network founder Eric Green gets us caught up on what “Reasonable Compensation” is, how the IRS views it, and what every Tax Professional needs to know about it now that the IRS is targeting S Corp owners that fail to meet its standards. Eric also discusses how to use RCReports to not only bullet-proof your client’s reasonable compensation but how to turn the software into a whole new revenue stream for your practice.
Sun, December 01, 2024
169. Liscio’s Automated Tax Organizer: Why It’s a Game Changer by Tax Rep Network
In this week’s podcast Eric is joined by Tax Rep Coach Felecia Dixson to discuss the new automated organizer by Liscio and why it will change the way you run your tax practice forever. From the automation to gather the client information to working with Gruntworx to automate the tax return input, the new Liscio Automated Tax Organizer will revolutionize your tax practice, get you back a ton of time and make you tens of thousands of dollars in overhead savings.
Tue, November 26, 2024
168. How to Protect Your Accounting Firm with Cyber Insurance by Tax Rep Network
Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob? Email him at rferrini@mcgowanprofessional.com .
Thu, August 29, 2024
167. 5 Ways to Turn Customer Reviews into Revenue by Tax Rep Network
Joining Eric in this week’s podcast is Alastair Day from Nice job to discuss the 5 ways you can turn reviews into revenue. Eric will share his experience utilizing the software to go from 150 to over 400 five-star reviews!
Tue, August 27, 2024
166. Jo-Ann Weiner, Former IRS Audit Supervisor by Tax Rep Network
In this episode Eric chats with Tax Rep Member Jo-Ann Weiner on her trip from IRS desk auditor to Revenue Agent and Supervisor to handling all the restitution based assessments for the IRS in criminal tax matters. They also discuss her transition from the government to private practice and her current focus on philanthropy and giving back, along with their upcoming webinar on handling an Office Audit like a pro on .
Thu, May 30, 2024
Mastering IRS Offers-in-Compromise by Tax Rep Network
In this week’s podcast, Eric Green reviews the basics of an IRS Offer-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th, and explains why 2024 is the perfect year to master this critical skill. Learn how understanding this powerful tax resolution tool can help you build your practice and add that extra $100,000 of income you’ve been aiming for — all while transforming clients' lives by solving their toughest tax problems.
Tue, April 30, 2024
164. A Conversation with Joe Woodard by Tax Rep Network
Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.
Thu, April 25, 2024
163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep Network
Frank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done.
Fri, April 05, 2024
162. Scaling New Heights 2024 with Heather Satterly by Tax rep Network
In this week’s podcast Heather Satterly, the Director of Education and Media for Woodard sits down with Eric to discuss the highlights of this year’s conference, and she and Eric discuss why the conference is such an unbelievable experience for both training and software solutions.
Fri, March 22, 2024
161. IRS Enforcement Update: A Conversation with IRS Director of Collection Policy, Rocco Steco by Tax Rep Network
In this week’s episode we share the webinar Eric just did with Rocco Steco, the IRS Director of Collection Policy, so you can hear where enforcement is right now and when to expect the surge that is coming later this year.
Thu, February 15, 2024
160. Growing Your Practice by Offshoring Work with Arun Mehra by Tax Rep Network
Joining Eric on this week’s podcast is Arun Mehra of Samera Global to discuss how he built his accountancy firm in the UK and ended up building his own team in India to support his growing practice and maximize his return.
Thu, February 01, 2024
159. Using Your Tax Practice to Build Wealth with Chase Insogna by Tax Rep Network
Joining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.
Tue, January 16, 2024
158. Adding CFO Services with Adam Lean
Eric is joined again by the CFO Project’s Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.
Mon, January 08, 2024
157. Best-in-Class Ways to Engage Your Clients this Tax Season with Ignition by Tax Rep Network
Joining Eric on this week’s podcast is Jennie Moore and Matt Kanas from Ignition to explore the essential tools and strategies for a successful tax season, including automation of letters and correspondence with your clients.
Wed, December 13, 2023
156. How to Utilize Relationship Pricing with Michelle Weinstein by Tax Rep Network
In this week’s episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.
Mon, November 27, 2023
155. From Side Hustle to Million Dollar Business with Maya Weinreb by Tax Rep Network
Eric is joined on this week’s podcast by Solvency Now founder Maya Weinreb where they both discuss how they turned what was a side hustle into a million dollar plus business, and why failing is not failure.
Mon, November 20, 2023
154. How to Add an Extra $150K This Coming Tax Season with Roger Nemeth by Tax Rep Network
Roger Nemeth of Tax Help Software joins Eric to discuss the myriad of ways tax pros can leverage the software to make a lot of money and become heroes to their clients.
Fri, November 10, 2023
153. Projecting Your Cash Flow with Chris Mannina by Tax Rep Network
Eric is joined this week by CPA Chris Mannina where they discuss why cash flow projections are so critical to a business for both planning and understanding where you are and why so many businesses fail.
Thu, October 26, 2023
152. The Corporate Transparency Act Forms: Utilizing File Forms by Tax Rep Network
Kenny Dettman is back and reviewing the corporate transparency act and how File Forms can help accountants and attorneys handle these filings and make money doing so.
Thu, October 19, 2023
151. Outsourcing Your Bookkeeping to Make More Money by Tax Rep Network
Want to dump the low margin bookkeeping work and yet still make money? Would you like to increase this revenue stream and never have to deal with it? Meet Out of the Box Technology (“OOTB”). OOTB allows Eric to offload the bookkeeping work to a third party with a real person to deal with, and have it all taken care of an get paid. Joining Eric is Lindsay Pinkos from OOTB to discuss how it works and the benefits of offloading the bookkeeping to a third party.
Thu, October 05, 2023
150. IRS Collection Update with the IRS Director of Collection Policy by Tax Rep Network
Joining Eric on this week’s Tax Rep Network podcast is The IRS Director of Collection Policy, Rocco Steco, to update us on where the IRS is right now in terms of ramping up enforcement, when can we all expect the enforcement notices to start showing up, and the impact of the ERC credit processing freeze on collection cases.
Thu, September 21, 2023
149. Building a Sales Tax Business Without Trying with Alex Oxford by Tax Rep Network
Joining Eric on this week’s podcast is Alex Oxford from Tax Valet, where he and Eric explain the competitive advantage tax pros can get by leveraging Tax Valet’s service to offload sales tax compliance, and using Tax Valet’s sales tax expertise to help your current clients and grow your own tax practice.
Thu, September 14, 2023
148. Taking Your Practice Virtual with Nayo Carter-Gray by Tax Rep Network
Eric is joined by Nayo to discuss how she runs her practice completely virtually and how pros can begin the process of doing this and how to maximize profits while doing so.
Thu, September 07, 2023
147. Authority Marketing with Paul McManus by Tax Rep Network
So you think you want to write a book to show your authority and draw in clients? Know where to begin? Joining Eric on this week’s podcast is Paul McManus, author of the Million Dollar Producer and The Short Book Formula to explain the process, the benefits of using authorship to take your practice to the next level, and how to begin, even if you don’t like to write!
Thu, August 31, 2023
146. Growing Your Practice With Business Advisory Services by Tax Rep Network
Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week’s podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours.
Wed, August 23, 2023
Digital Marketing: How to Find Tax Rep Clients by Tax Rep Network
In this week’s podcast, Eric is joined by Charles Corsello and Manny Vetti from TaxCure.com to discuss simple steps to drive more potential clients and what to consider when looking at a digital marketing campaign.
Fri, August 18, 2023
144. PCI Compliance: What Every Tax Pro Must Know by Tax Rep Network
Joining Eric to discuss their upcoming webinar is Andrew Lassise (from the Tech4Accountants Podcast) to discuss PCI Compliance, what every tax professional needs to watch for and what the potential risks are for ignoring this.
Thu, August 10, 2023
143. A Discussion with Andy Keyso, IRS Chief of Appeals by Tax Rep Network
On this week’s podcast Eric sits down with Andy Keyso, Chief of the IRS’s Independent Office of Appeals and discusses the impact of the new budget on Appeals, where Appeals is right now in terms of hiring, staffing and case inventory, and the use of Fast Track mediation to resolve issues and which cases are best suited for fast Track Mediation vs a regular appeal hearing, and issues Eric has noted for Andy’s attention.
Thu, July 13, 2023
142. Business Continuity with SmartVault by Tax Rep Network
Joining Eric on this week’s podcast is Luke Kiely, Chief Information Officer at SmartVault. Luke and Eric discuss the need for back-up and assuring business continuity, some simple steps to do that and the cost of NOT having a back-up plan in place, both literally and figuratively.
Thu, June 08, 2023
141. ERC Enforcement by Tax Rep Network
In this week’s podcast Eric is joined by Kenny Dettman, CPA, Managing Director with EZ-ERC, and Andrew Rubin, JD, Director of Tax Insurance at WTW, to discuss the latest developments on ERC audits and related tax controversy issues surrounding COVID-19 related tax measures including the FFCRA, ERC, and Section 1202 deferrals. Additionally, Kenny and Andrew will discuss the role of “tax insurance” in mitigating the risks associated with filing and claiming the ERC, as well as explain how a tax insurance policy differs from a typical ERC providers’ E&O policy.
Mon, April 24, 2023
140. Disconnect to Connect with Amy Vetter by Tax Rep Network
In this episode, Eric discusses Amy’s new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.
Thu, March 23, 2023
139. Why "I Only Want the Small Cases" is Bullsh*t by Tax Rep Network
In this short discussion, Eric explains why you DON’T want the small cases. Listen in as he explains why you need to get over the number of zeros, and why it’s better to do larger cases.
Thu, March 16, 2023
138. Getting Your Tax Practice to Soar! with Joe Woodard
Joining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show.
Sat, March 11, 2023
137. How to Sell with Michelle Weinstein by Tax Rep Network
Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.
Fri, March 03, 2023
136. Virtual Currency: IRS Reporting & Enforcement Developments from the Trenches by Tax Rep Network
Mike Villa guest hosts this week’s podcast where he discusses recent hot spots in IRS reporting and enforcement on digital assets and virtual currency with two experts in the field, Damon Rowe (former IRS Director of the Fraud Enforcement Office) and Stacey Ferris, a CPA and CFE who developed a college course on block chain and cryptocurrency that she teaches at the University of Maryland.
Mon, February 13, 2023
135. EITC Enforcement with Dawn Brolin by Tax Rep Network
If you are handling tax returns with the EITC, tax preparers beware! In this week’s program, Dawn Brolin joins Eric Green to talk about the EITC, what practitioners should be doing, and how the IRS is bringing the hammer down on practitioners.
Fri, February 03, 2023
134. Tax Season and Mental Health with Randy Crabtree by Tax Rep Network
In this week’s podcast Eric is joined by Randy Crabtree (The Unique CPA Podcast) to discuss the mental health issues tax professionals deal with and what they should be doing about it.
Sun, January 29, 2023
133. IRS Makes the $250,000 Streamlined Installment Agreement Permanent by Tax Rep Network
One of the changes made during the pandemic was the increased streamlined agreement for campus collections. Eric discusses the change and what this means for tax pros and taxpayers with back tax debts.
Fri, December 30, 2022
132. How to Run Your Entire Practice on Free Software! with Omry Man, Anchor by Tax Rep Network
On this week’s podcast Eric reviews Anchor with one of its founders and discusses how he can run his entire practice with it and pay (almost) nothing. Listen in and then go check out Anchor at the link below and see how easy it is to set up clients, get agreements signed, and get paid before you touch that tax return or pick up the phone to call the IRS!
Fri, December 02, 2022
131. So, What's Reasonable? Reasonable Comp with Paul Hamann, RC Reports by Tax Rep Network
S Corporations can provide savings on self-employment taxes but are subject to reasonable compensation rules. In this week’s program Eric is joined by RC Reports Paul Hamann to review the status of the law right now on what is reasonable in terms of compensation, and what you should be doing for your corporate clients before this tax season starts!
Mon, November 21, 2022
130. Building Your Online Reputation with Oscar Wimshurst NiceJob by Tax Rep Network
In this week’s podcast, Oscar Wimshurst from NiceJob joins Eric to discuss the use of online reviews in building online reputation and obtaining clients. Eric also discusses how TRN used NiceJob to gather those reviews and added 100 Google reviews in a few weeks with little to no effort.
Wed, November 02, 2022
Pricing Your Tax Work with Michelle Weinstein by Tax Rep Network
In this week’s podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging appropriately, and how to send those clients you don’t want packing.
Sun, October 02, 2022
128. Digital Marketing for Tax Pros with Jason Holmes by Tax Rep Network
Today, it is critical that everyone have a solid online digital presence. But what does that mean exactly, and what should you prioritize first? Joining Eric on this week’s podcast is Jason Holmes from ThriveFuel to unpack the options and what tax pros should focus on, and what they can add later.
Thu, September 22, 2022
127. Should You Do Voluntary Disclosure? with Kareem Carter by Tax Rep Network
Joining Eric on this weeks program in Kareem Carter, the IRS Criminal Investigation (IRS-CI) acting executive director for Global Operations. One of Kareem’s roles is to oversee the IRS’s Voluntary Disclosure program. Kareem and Eric discuss the program and the recent changes, and get into which taxpayers should use Voluntary Disclosure to clean up their past tax misdeeds, and when maybe just filing the return (or amended return) is called for.
Tue, August 16, 2022
126. IRS Enforcement Update Part 2 with Deputy Commissioner Darren Guillot by Tax Rep Network
In June, Eric discussed the latest intelligence on what the IRS was thinking in terms of enforcement priorities. What better than to update that with the man himself, Deputy Commissioner Darren Guillot. Darren joins Eric and reviews where IRS enforcement is right now, the latest on the two new campuses, and what is coming down the road for taxpayers and practitioners.
Tue, June 07, 2022
125. IRS Enforcement Update - June 2022: Trust Funds, Crypto, and Foreign Assets by Tax Rep Network
In this week’s podcast, Eric reviews the latest enforcement updates straight from the IRS SB/SE Commissioner, and how the service will focus on where the unpaid payroll taxes went, as well as undeclared assets in collection cases around crypto-currency and foreign assets.
Wed, April 20, 2022
124. Entrepreneurship with Nellie Akalp Founder and CEO of CorpNet by Tax Rep Network
So it’s not a closely-guarded secret that Nellie Akalp, the founder and CEO of Corpnet and Tax Rep’s Eric Green have been scheming to roll-out an entire series of talks on everything professionals need to know about legal entities: choice of entity, formation, operation, mergers and acquisitions, sales and dissolutions, along with everything in-between, like state registration, sales tax issues, etc. On what was supposed to be the opening volley for this lineup, everything goes sideways when Nellie and Eric go down the entrepreneurship rabbit hole! Listen in and enjoy what is only the first of this spectacular summer series!
Mon, April 18, 2022
123. Authenticity Sells with Jina Etienne by Tax Rep Network
Joining Eric on this week’s podcast is Jina Etienne, CPA and D&I consultant, speaker and trainer. Jina is a story-teller and draws from her unique background and mix of work experiences to offer examples and share insights designed to increase awareness, appreciation for and understanding of the benefits of being your authentic self. Listen in on this fascinating conversation and how you can be yourself and increase sales and client connection.
Wed, March 30, 2022
How to Build a Saleable Accounting Practice with Sharrin Fuller by Tax Rep Network
Joining Eric this week on the Tax Rep Podcast is Sharrin Fuller. Sharrin is the CEO and founder of Glass Wallet Ventures and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. After successfully starting her own virtual practice she scaled and sold it. Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams. Listen in as Eric and Sharrin discuss virtual practices and how to set yourself up to eventually sell your practice and maximize your asset.
Wed, March 23, 2022
121. Eric Green and Seth Fineberg on the AccountingWeb Summit by Tax Rep Network
On this week’s podcast, Eric Green is joined by AccountingWeb’s Managing Editor Seth Fineberg to discuss the upcoming summit on May 9th – 12th, the panels Eric has, including Criminal Tax with Deputy Chief Robnett and Enforcement with SB/SE Commissioner Darren Guillot. Eric also has a special deal for Tax Rep listeners and with an invite to the private Tax Rep dinner at the conference if you do attend!
Thu, February 10, 2022
120. The Life Cycle of a Criminal Case with Gwen Moore and Ajay Gupta by Tax Rep Network
On this week’s podcast episode, Eric is joined by Gwen Moore and Ajay Gupta to walk through how a criminal tax case works, from referral to sentencing. Want to contact Gwen or Ajay?
Fri, January 28, 2022
119. Mad at the IRS? Blame Congress with Gwen Moore by Tax Rep Network
The headaches with the IRS continue: massive backlog of mail and returns that have not been processed, hold times on the phones that are measured in hours not minutes, and a grinding enforcement machine that continues unabated. Guest Host Gwen Moore joins Eric on this special episode to discuss her recent Forbes Column, the ongoing issues at the IRS, why Congress is actually the bad actor, and what they think of the Congressional announcement made today regarding the call for the IRS to hold off on enforcement.
Thu, January 27, 2022
118. Automate Everything with Andrew Lassie by Tax Rep Network
Joining Eric on this week’s podcast is Andrew Lassie from the Tech4Accountants podcast, where they discuss how to actually make money by leveraging technology, streamlining your operation, and scaling your enterprise, so it’s no longer a ‘practice’ but a ‘business’ that you work on instead of in.
Wed, December 22, 2021
117. Keep Your World Small with Steve Just by Tax Rep Network
It's easy these days to become overwhelmed: law changes, client issues, marketing, family stuff, politics, news, COVID. We get it. Eric has spoken about the need to focus on what is directly in front of you and keep your world small. Why? It’s what he learned from his friends who are now former Navy Seals. So, who better to join Eric to discuss what it means to keep your world small and how it applies to your practice than one of those friends, former Navy Seal Steven Just. Steve joins Eric and discusses how to focus on the small and ignore the big, and why it can be important to accomplishing just an insane amount when everyone else is spinning their wheels.
Sat, December 04, 2021
What to Do Right Now with Your 1040 Practice by Tax Rep Network
With the 2022 tax season bearing down on us, Eric Green discusses what every tax professional should be thinking about right now and how to make your 1040 practice more enjoyable and profitable than ever before!
Tue, November 30, 2021
115. Sales vs Marketing with Michelle Weinstein by Tax Rep Network
Michelle Weinstein (from The Abundant Accountant) is back to discuss with Eric the difference between Sales and Marketing and what tax pros should be doing now to boost sales.
Wed, November 17, 2021
Tax Rep Minute - How to Complete a Form 433
In this quick message, Eric discusses what he saw when filtering through more than 4,000 questions on Offers, why the 433 form is so critical, and his upcoming workshop and guide to help tax pros become Offer masters.
Mon, November 08, 2021
113. International Tax Enforcement with Jason Freeman by Tax Rep Network
Joining Eric on the podcast again is Jason Freeman from Freeman Law to discuss the current state of IRS Enforcement on foreign bank accounts and international form filings, what options taxpayers still have to resolve these issues, and what advice we should be giving clients today. Jason and Eric also discuss the upcoming International Tax Symposium being hosted by Freeman Law on November 18th and 19th.
Mon, November 01, 2021
Transcripts and Transcript Monitoring with Roger Nemeth by Tax Rep Network
In this week’s podcast, Eric catches up with Roger Nemeth from Tax Help Software to discuss the changes in transcript downloads, how practitioners can use this to manage not only their cases but turn it into an annuity stream. In addition, Eric and Roger discuss the upcoming Tax Rep Conference in Las Vegas on December 13th and 14th.
Thu, October 14, 2021
111. It's All My Fault by Tax Rep Network
On this week’s podcast, Eric discusses the realization of what it is to take extreme ownership in your practice, what happens when you don’t, and how to turn things around. Eric quotes former navy seals Jocko Willink and Andy Stumpf during the episode, and so wants to share their content with you at the following links:
Tue, October 05, 2021
110. The IRS Wants the Quickbooks File: A Conversation with Walter Pagano, CPA, CFE
Joining Attorney Eric Green this week is Walter Pagano. Walter is a partner and tax controversy leader at Eisner Advisory Group in New York where he specializes in forensic accounting and controversy issues. Walter and Eric discuss why the IRS wants the Quickbooks file, the rules around their ability to obtain it, and what practitioners should be doing before and during the exam. Join us in Vegas! Click Here Register for the TRN Vegas Conference!
Wed, August 18, 2021
109. The Secrets of Life and Practice by Tax Rep Network
In this week’s podcast Eric responds to questions about how and why he does what he does. Learn from what Eric went through and does to run a $ million practice, stay on top of everything and still have a life. Reading Links: Join us in Vegas! Click Here Register for the TRN Vegas Conference!
Tue, August 03, 2021
The Tax Rep Client: Ugly Step-Sister or Pure Gold? by Tax Rep Network
In this week’s podcast, Eric discusses why those tax rep clients are pure gold, and how you should consider these cases to save the client, elevate your practice and help all of us tax paying citizens! Join us in Vegas! Click Here Register for the TRN Vegas Conference!
Thu, July 01, 2021
107. The Offer Specialist is Wrong…And Other Observations by Tax Rep Network
This week, Eric explains why your reliance on the IRS employee is misplaced. Just because the IRS employee is an “Offer Specialist” doesn’t mean they know the first thing about Offers. Eric discusses how to approach bad results, how to improve your client’s case of acceptance at appeals, and how to deal with IRS employees who fail to truly understand or do their job.
Fri, June 25, 2021
106. How to Actually Work with Your Accountant with Marcelino Dodge by Tax Rep Network
Most Taxpayers do not know how to properly utilize their accountant. Joining Eric on this week’s podcast is Marcelino Dodge. Marcelino is the President of Cash Tracks Financial, a firm that provides personalized, professional tax, life insurance, & investment services to a wide variety of individual and business clients. He is also the voice of the Tax Answers Advisor podcast where he provides insights and planning tips to his listeners. Listen in as Marcelino and Eric discuss how taxpayers should get the most of their tax professional, and why if they are in trouble its almost certainly their own fault!
Thu, June 17, 2021
105. IRS Automated Enforcement Begins This Week by Tax Rep Network
The IRS announcement that the normal automated enforcement procedures have begun again should send millions of taxpayers scrambling for help. In this week’s podcast Eric discusses what this look like, what it means for tax rep professionals given this new tsunami of clients, and what to look out for when these notices begin arriving.
Thu, June 10, 2021
104. Voluntary Disclosure: Where Are We Now by Tax Rep Network
I bet you didn’t know that Eric is on the subcommittee for the ABA tax section’s Criminal Tax committee? Well he is joined by his committee members Laura Gavioli and John Nail to update everyone on where the IRS stands on voluntary disclosure for both domestic and foreign issues, and how best to make use of the program to save your client from their past misdeeds.
Thu, June 03, 2021
103. IRS Form 8300: The Cost of Not Following the Rules with Megan Brackney by Tax Rep Network
In this week’s program Eric is Joined by Megan Brackney of Kostelanetz & Fink to discuss the reporting of cash transactions and the potential pitfalls for taxpayers who fail to report the transaction properly. Want to contact Megan? She can be found here: https://kflaw.com/profile/megan-l-brackney/
Thu, May 27, 2021
102. Will Blockchains Change the World? with Alex Robnett by Tax Rep Network
Joining Eric on this week’s podcast is Alex Robnett. Alex is the Chief Strategy Officer at Elementus, a blockchain data firm headquartered in New York. Listen in as he and Eric discuss how blockchain and virtual currencies will alter the entire financial reality for everyone, business and individuals.
Thu, May 20, 2021
101. How to Bring a Whistleblower Case Part 2 by Tax Rep Network
As a follow-up to their earlier podcast (#83), Eric joined again by Mike Villa from Meadows Collier in Dallas and Supervisory Special Agent Gary Alford to review how to bring a whistleblower claim to report tax violations, what the IRS looks for, how to make sure the claim is actually looked at, and how to make sure your claim stands the best chance of receiving an award. In particular Gary will explain how IRS-CI looks at the case and what he wants to see when those claims hit his desk.
Thu, May 13, 2021
100. How to Do What You Love with Amy Vetter by Tax Rep Network
For Episode 100 Eric invites Amy Vetter to join him and discuss how those struggling with their job and career can make a change and begin doing what they love. This change is very doable and does not need to be the radical shift it sounds like. You can listen in as both Eric and Amy discuss how they made their changes and have never looked back, and what you can do today to start doing what you love.
Fri, April 30, 2021
99. Best Practices for Responding to Information Document Requests by Tax Rep Network
Guinevere Moore discusses best practices for responding to Information Document Requests (IDRs) from the IRS, including how to balance meeting your clients’ needs with meeting ethical standards practitioners must follow under Circular 230, and how to set your client up for success in litigation through proper IDR practice if an agreement can’t be reached in exam or at appeals.
Mon, April 19, 2021
98. Cryptocurrency & John Doe Summonses by Tax Rep Network
You probably have seen the IRS has now issued John Doe Summonses against other cryptocurrency exchanges with the goal of obtaining taxpayer information. On this week’s podcast Eric is joined by Kostelanetz & Fink’s Don Fort and Larry Sannicandro to discuss the impact of the IRS and DOJ summonses, and what it means for taxpayers and enforcement. In particular, Don as former Chief of IRS Criminal Tax Division discusses what is going on at the IRS, and he and Larry explain what taxpayers should be considering doing right now if they have in fact dealt in virtual currency and have not reported the transactions.
Mon, April 05, 2021
97. Economic Hardship and the IRS: A Discussion with Nina Olson by Tax Rep Network
With so many taxpayers in trouble it is worth discussing the impact of economic hardship, what it means for taxpayers and the IRS and what the IRS can and cannot do to those taxpayers. Nina also discussed the issue around Offset Bypass Refunds, which is how uncollectible taxpayers that owe money can still get their refunds. Listen in on this can’t miss episode and learn some new strategies that you can use to help taxpayers weather the ongoing COVID fallout.
Sun, March 28, 2021
96. Immigration and Taxation by Tax Rep Network
This week’s podcast is hosted by Guinevere Moore. Listen in as Gwen interviews immigration attorney Vivian Kalaf and civil rights attorney Lana Nassar regarding taxation issues that arise in immigration cases, as well as how they teamed up to fight for all United States Citizens to be able to receive Economic Impact Payments under the CARES Act no matter who they are married to.
Sat, March 13, 2021
95. IRS Enforcement & Crypto-Currency: An Update with Steve and Mike by Tax Rep Network
Back to join Eric is Steven Toscher and Michel Stein (Episode 32) to update us on IRS enforcement around virtual currency, what its goals are and what taxpayers can expect. Listen in as our experts update you on what has quickly become an IRS and Department of Justice enforcement priority. Want to contact Steve or Mike? ---
Mon, March 01, 2021
94. The IRS Take-Down of Silk Road and The Drug Dealer Behind It with Gary Alford by Tax Rep Network
In 2011, a sensational new black market website known as the “Silk Road” emerged on the dark net. This “Amazon of Illegal Drugs” was the brainchild of a mysterious, libertarian intellectual operating under the avatar “The Dread Pirate Roberts.” Promising its users complete anonymity, and total freedom from government regulation or scrutiny, Silk Road became a billion-dollar digital drugs cartel. Operating behind the special browser TOR and using on bitcoin, the criminal behind Silk Road would be taken down by a tenacious new special agent from the IRS assigned to the case. Joining Eric on this week’s podcast is that special agent, Gary Alford, to give is a glimpse into the puzzle that was Silk Road and his determination to find the clues necessary to crack the case. -- Interested in contacting Supervisory Special Agent Gary Alford? Email his at gary.alford@ci.irs.gov Looking for the A&E special documentary on the Silk Road case? It is called “Silk Road: Drugs, Death and the Dark Web” and can be found here: https://www.aetv.com/specials/silk-road-drugs-death-and-the-dark-web Looking to build an IRS Rep Practice? Come join us at https://TaxRepLLC.com Join ENQ and get through to the IRS in under three minutes! Check out our special deal of 200 minutes for only $19.97 here: https://callenq.com/trn/ Check out Tax Help Software, which is the cornerstone of our Representation practice here: www.TaxHelpSoftware.com
Fri, February 19, 2021
93. IRS Enforcement’s Impact on Our Collection Practice: Eric’s Takeaway by Tax Rep Network
Several weeks ago in Episode 91 we had IRS Deputy Commissioner for SB/SE Darren Guillot join us to discuss the upswing in criminal cases from IRS collection and what to expect as far as enforcement in 2021. In this episode Eric discusses the takeaways from that conversation and what you need to be doing RIGHT NOW for your IRS rep practice. ---
Thu, February 04, 2021
92. Was Your Client Really Willful? Mental Defenses to Tax Crimes with Sharon McCarthy by Tax Rep Network
Tax crimes are specific intent crimes – requiring the violation of a known legal duty. Joining Eric on this week’s podcast is Sharon McCarthy. Sharon, before joining Kostelanetz & Fink in NYC was an Assistant United States Attorney in the Southern District of New York where she prosecuted criminals in the Southern District of New York. Sharon and Eric will explore the requirements for tax offenses and when a potential mental impairment should be considered as a defense or as a mitigating factor in sentencing. Contact Sharon? smccarthy@kflaw.com or her firm bio page here: https://kflaw.com/profile/sharon-l-mccarthy/ Want to build your IRS Rep Practice? https://TaxRepLLC.com Looking for Tax Help Software? www.TaxHelpSoftware.com Want to get through to the IRS in under 3 minutes? https://callenq.com/trn/
Fri, January 29, 2021
91. IRS Enforcement in 2021: A Conversation with Darren Guillot by Tax Rep Network
The pandemic continues to rage and new stimulus payments are going out, with a possible third round coming. Threats to levy have been mailed and Notices of Federal Tax Liens have been filed. So when will the hammer fall? When can taxpayers expect enforcement to rebound and come after them? Join us for an update with Darren Guillot, SB/SE Deputy Commissioner as he explains where the IRS is right now in terms of enforcement, how the IRS civil enforcement is working with the new Office of Fraud Enforcement and the results they are seeing, and what we can expect in the rest 2021. Want to contact the IRS? Stakeholder Liaison Local Contacts | Internal Revenue Service (irs.gov) Looking to build your Tax Rep Practice? https://Taxrepllc.com The best software for representation? https://TaxHelpSoftware.com Need to call the IRS and NOT get stuck on hold? https://callenq.com/trn/
Fri, December 18, 2020
90. Becoming a Forensic Accountant with Janet McHard by Tax Rep Network
We have been stating for years that it is time for accountants to elevate themselves: IRS Representation, Forensic Accounting, and Financial Planning being obvious specializations that dove-tail nicely with an existing tax practice. Well joining Eric on today’s podcast is Janet McHard. Janet founded the McHard Firm in New Mexico where she is a certified forensic expert, working cases with the government, municipalities, Indian tribes and private businesses. Janet also teaches for the Association of Certified Fraud Examiners (ACFE) and discusses what accountants need to do to become CFEs and add this dynamic and lucrative area to their existing practice. Want to contact Janet? She can be found: Janet’s email: Jmchard@themchardfirm.com Mchard firm site: https://themchardfirm.com/ Interested in the ACFE? Check them out here: www.ACFE.org Looking to build your Tax Rep Practice? Join us inside Tax Rep Network here: www.TaxRepLLC.com
Fri, December 11, 2020
89. A Discussion with IRS Commissioner: Charles Rettig – 2020 IRS Representation Conference
IRS Commissioner Charles Rettig (“Chuck”) was our keynote speaker at the New England IRS Representation Conference. Listen in on his interview with Frank Agostino of Agostino & Associates, as they discuss the state of the IRS, the implementation of the Cares Act, and where the IRS is heading.
Thu, December 10, 2020
88. What is New in CI with Chief of IRS Criminal Investigations: James Lee
The interview from the New England IRS Representation Conference of IRS CI Chief James Lee by Kathy Keneally of Jones Day.
Wed, December 09, 2020
87. An Update from the IRS’s New Fraud Czars: Damon Rowe & Carolyn Schenk
The interview with the IRS’s new Director of Fraud Enforcement Damon Rowe and Carolyn Schenk, IRS National Fraud Counsel, by Bryan Skarlatos of Kostelanetz & Fink, LLP
Tue, December 08, 2020
86. The View from IRS Office of Chief Counsel: Michael Desmond
Join Caroline Ciraolo of Kostelanetz & Fink, LLP as she discusses what is happening at IRS Office of Chief Counsel with our IRS Chief Counsel, Michael Desmond, from the New England IRS Representation Conference. Want to listen and watch the ENTIRE 2020 IRS Representation Conference? Download ALL the Recordings and Handouts! Purchase now at a special rate! – https://irsrepconference.com/2020-irs-representation-conference-recordings-and-handouts-purchase/
Mon, December 07, 2020
85. A Discussion with SB/SE Commissioner Eric Hylton - 2020 IRS Representation Conference
Listen in on the interview from the New England IRS Representation Conference of Eric Hylton, IRS Commissioner, Small Business/Self Employed Division, interviewed by Jeffrey Sklarz of Green & Sklarz LLC
Tue, November 17, 2020
84. What is an Offer-In-Compromise Really?
In a quick and concise episode, Eric explains what an Offer-in-Compromise actually is and why so many taxpayers and practitioners fail to appreciate how it works. Want to build an IRS Rep Practice? Join Tax Rep Network at www.TaxRepLLC.com Call the IRS in under three minutes with ENQ by signing up here: https://callenq.com/trn/ Want software to pull transcripts and do all your resolution forms? www.TaxHelpSoftware.com . Use TAXREPTRIAL for a free 2-week trial, and use TAXREP10 for a 10% discount if you purchase!
Fri, October 23, 2020
83. How to Bring a Whistleblower Claim (and Get Paid!)
In a warm up act to their upcoming panel discussion at the New England IRS Representation Conference, Eric is joined by Attorney Mike Villa from Meadows Collier in Dallas to review how to bring a whistleblower claim to report tax violations, what the IRS looks for, how to make sure the claim is actually looked at, and how to make sure your claim stands the best chance of receiving an award. Join Eric and Mike for the Free Webinar on 11/10: https://taxrepllc.com/promo-20201110-how-to-bring-whistleblower-claim/ Want to contact Attorney Michael Villa? mvilla@meadowscollier.com Looking for the New England IRS Representation Conference? https://irsrepconference.com Want to build an IRS representation practice? Come and check out https://taxrepllc.com/
Thu, October 08, 2020
82. Trump's Taxes: What We Know and Why It Matters
On September 27th the New York Times published a 40-page expose of the President's tax returns and raised many issues including years of losses, questionable deductions and potential conflicts of interest. It also discussed the almost 10-year IRS audit of the President's tax returns. Eric is joined by Jason Freeman to discuss the New York Times article, the issues raised by the Times, what it means, and what they think the truth and guesses are in the article. Contact Jason Freeman here: jason@freemanlaw.com Want to Read the New York Times Article? https://www.nytimes.com/interactive/2020/09/27/us/donald-trump-taxes.html Interested in the New England IRS Representation Conference? https://irsrepconference.com Check out Tax Rep LLC and start building your next generation tax practice here: www.TaxRepLLC.com Get through to the IRS in under 3 minutes with ENQ: https://callenq.com/trn/ Tax Help Software: www.TaxHelpSoftware.com
Tue, September 22, 2020
81. The IRS’s New Fraud Czars by Tax Rep Network
In a very special episode of the Tax Rep Network Podcast, this week Eric is joined by the IRS’s new Fraud Czars: Damon Rowe and Carolyn Schenck. Damon is the first Director of the IRS’s newly created Fraud Enforcement Office. Carolyn Schenck is the current IRS National Fraud Counsel and is also Assistant Division Counsel in the Small Business/Self Employed Division. In this episode they discuss what has changed with the creation of the new Fraud Enforcement Office, how they work with the other divisions of the IRS, and how they think the IRS will now be able to better develop fraud cases and fraud referrals to IRS Criminal Investigations. Want to contact the IRS’s Fraud Czars? Contact Damon and Carolyn at: office.of.fraud.enforcement@irs.gov
Sun, September 13, 2020
80. What is Up at Tax Rep Network: September 2020
With the coming tsunami of resolution work coming, Eric covers what is new and exciting right now at Tax Rep Network, including the upcoming New England IRS Rep Conference, the launch of the Certificate Program (CTRC – Certified Tax Representation Consultant) and hints at a major announcement coming soon about Tax Rep!
Tue, August 25, 2020
79. The Coming Storm by Tax Rep Network
People are hurting, and the states and IRS will not hold off on enforcement for much longer. This going to create an opportunity to both help taxpayers and make money. In today’s podcast Eric discusses why there is going to be an explosion in IRS and state tax debts, why business will boom for people doing representation and what tax pros should be doing right now.
Sun, July 26, 2020
78. IRS Enforcement: What to Expect from the IRS with Darren Guillot by Tax Rep Network
Sitting down with Eric on this week’s podcast is none other than Darren Guillot, IRS SB/SE Deputy Commissioner for Collection and Operations Support. Darren updates us on where the IRS is right now with its new enforcement priorities, what we can expect in the 2nd half of 2020 and what the IRS is considering to help taxpayers struggling right now. Darren also gets into the new Fraud Office and how the IRS is ramping up enforcement for the more than 10 million non-filers already identified, especially those who are high earners.
Thu, June 25, 2020
77. The Sales Pitch Follow-Up with Michelle Weinstein by Tax Rep Network
So you’ve made your pitch with the potential client…now what? In this week’s episode Michelle Weinstein joins Eric for a discussion of the steps each of you should be doing to follow-up and land the client’s work without making yourself an annoying jerk! If you want to explore and discover what some of the next best steps are for you and your firm then head on over to www.theabundantcall.com for a coaching call with myself or my partner. I invite you to book it here if you want to thrive and prosper in the coming months over @ the theabundantcall.com .
Mon, May 04, 2020
76. CARES Act Fraud - Conversation with IRS Special Agent-in-Charge Kristina O’Connell by Tax Rep Network
In response to the pandemic, Congress and the IRS have worked to try and help taxpayers and small businesses. Of course, the scammers and criminals have come out in force. Joining Eric is Kristina O’Connell, IRS Special Agent in Charge of Criminal Investigation Boston Field Office. Kristina will discuss which types of fraud the IRS is seeing and what they and other federal agencies are doing to combat it. She will also discuss what practitioners and taxpayers should watch for to avoid becoming a victim.
Fri, April 17, 2020
75. Protecting Your Client’s Data – A Conversation with Dania Buchanan of SmartVault by Tax Rep Network
In the midst of the COVID-19 pandemic Eric sits down and discusses the issues around data with Dania Buchanan, head of SmartVault. During the program Dani and Eric discuss the current situation, why the use of technology to protect and move information around a decentralized workforce has never been more critical and the opportunities created by the current situation.
Thu, March 19, 2020
74. The IRS Response to the Coronavirus: An Update with Eric and Noelle by Tax Rep Network
With the Coronavirus pandemic now sweeping across America, Congress and the IRS have made changes to try and help taxpayers. In this week’s episode, Eric is joined by Noelle Geiger to discuss the changes and what tax practitioners need to know. Want to Contact Eric or Noelle?
Tue, March 10, 2020
73. Rethinking the Way You Work with Brent Robertson by Tax Rep Network
So business is booming, the firm is growing, everything is great. So why am I so miserable? This was the exact call Eric had with Brent Robertson several years ago which kicked off a dynamic change in the way Eric focused on the law firm of Green & Sklarz as well as Tax Rep LLC. Well joining Eric on this week’s podcast is Brent Robertson from Fathom to discuss how we approach our businesses and what really matters to clients and to us, and how to grab control of you business and your life. Contact Brent at brentr@fathom.net Looking to build your rep practice? Check out Tax Rep www.TaxRepLLC.com
Thu, February 20, 2020
72. When the Phone Rings: Evaluating the Client’s Case by Tax Rep Network
So what do you do when that potential new client calls? In this week’s podcast Eric walks through the process for evaluating the client’s situation and the checklist to get the case resolved.
Mon, January 20, 2020
71. The View from IRS Appeals: A Chat with Andy Keyso, Acting Chief of the IRS’s Independent Office of Appeals by Tax Rep Network
Listen in on this weeks episode as Eric is joined by a very special guest, Andrew Keyso, the former IRS Chief of Staff and current Acting Chief of Appeals. During this talk Andy discusses the impact of the Taxpayer First Act, where Appeals is heading, the role of the hazards of litigation, and what taxpayers need to know about their hearing with the IRS Independent Office of Appeals, and much more!
Mon, December 30, 2019
70. Why 2020 is The Year You Add $100,000 To Your Bottom Line! by Tax Rep Network
With IRS Enforcement increasing thanks to the new IRS Commissioner, and with more than 22 million taxpayers in need of help, this is the time to launch your Representation practice! Consider the following facts: There has been no better time to move your practice into the highly lucrative area of IRS representation. Check out Tax Rep LLC at TaxRepLLC.com and lets make 2020 the year you earn what you deserve! Looking for the Accountant’s Guide to IRS Collection and Accountant’s Guide to Resolving Tax Debts? Check them out here: TGPublish.com
Sat, December 21, 2019
69. IRS Enforcement in 2020: An Update From Las Vegas by Tax Rep Network
The message is clear: IRS Enforcement is back with a capital E! Coming off the New England IRS Representation Conference and American Bar Association Tax Fraud & Controversy Institute, Eric updates you on what practitioners can expect to see in IRS enforcement in 2020 and beyond. Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Looking to bullet proof you and your client’s tax returns? Check out Receipt Bank? https://info.receipt-bank.com/trn
Fri, November 15, 2019
68. Incorporating Business Advisory Services Into Your Practice by Tax Rep Network
On this week’s podcast Eric is joined by Alison Reiff-Martin, CPA, who discusses the changing environment accountants find themselves in, and how to go with the flow and up their game by incorporating business advisory services into their existing practice. Want to Connect with Alison? Email Alison at alison@reiffmartingaccounting.com or check out her website at www.reiffmartincpa.com Looking to check out Alison’s Business Advisory Summit? You can find all the information here: https://www.eventbrite.com/e/business-advisory-summit-2019-pivoting-to-client-advisory-services-tickets-73043441901
Fri, November 01, 2019
67. Amy Vetter on Rebalancing Your Practice & Life by Tax Rep Network
Practice long enough and you may find that you begin working for your practice, not the other way around. In this week’s podcast Eric is joined by one of his coaches, Amy Vetter, where they discuss work-life balance, pivoting to find your passion, and bringing balance into your life and practice. For those of you who do not know Amy, just google her and you’ll learn everything you need to know. She speaks, she has books, she coaches people, but it was after listening to her Ted Talk that Eric knew he needed to meet and speak with her. Want to contact Amy? She can be reached at https://www.amyvetter.com/theb3methodinstitute, or info@AmyVetter.com Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Looking to bullet proof you and your client’s tax returns? Check out Receipt Bank? https://info.receipt-bank.com/trn
Sun, October 20, 2019
66. The Impact of Community Property Laws on IRS Collection with Jason Freeman by Tax Rep Network
There are lots of strategies to improve your clients' chance of settling their tax debt, but things can get sticky for those of us who practice in a community property state. The impact of “Community Property” laws can drastically change the outcome for your client. Joining Eric is Attorney Jason Freeman who will explain how community property laws work, and what strategy can be used to help your clients resolve their IRS issue in a community property state. Want to Contact Jason? Email him at Jason@freemanlaw-pllc.com or visit www.freemanlaw-pllc.com
Sun, October 06, 2019
65. Elevate, Always Elevate! by Tax Rep Network
Okay, so the auditor or RO is being a jerk. Don’t be afraid to elevate the case to the next level or beyond to get things done and bring the case to the best resolution possible.
Thu, September 19, 2019
64. Crypto Currency: What the New IRS Letters Mean? A Call with Walter Pagano by Tax Rep Network
The IRS has begun sending three different target letters to taxpayers identified as having crypto currency. Joining Eric Green to unpack this information and explain what each type of letter means and how practitioners can help their taxpayers respond is Walter Pagano, CPA, CFE. Walter is the leading Tax Partner for Tax Controversy at Eisner Amper. Listen in and learn what you need to know to help you and your clients deal with the IRS’s pursuit of anything crypto. Want to contact Walter? You can email Walter at walter.pagano@eisneramper.com Looking for Walter’s webinar on Crypto Currency? Check it out here: https://www.eisneramper.com/webinar-crypto-0919/
Mon, September 09, 2019
63. Where to Find Clients by Tax Rep Network
In this week’s podcast, Attorney Eric Green explains the various ways that practitioners can find clients, his approach to marketing, and why his members don’t spend more than $199 a year for their marketing budget.
Fri, August 30, 2019
62. Reopening A Closed Assessment by Tax Rep Network
In this week’s podcast, Eric Green describes the various techniques to reopen closed IRS tax assessments, including audit reconsideration, DATL Offers, Collection Due Process hearings, refund filings, and bankruptcy. Listen in and learn why a bad assessment does not need to mean financial disaster for the client!
Wed, July 24, 2019
61. Dissipated Assets: The Death of an Offer-in-Compromise by Tax Rep Network
During this week’s podcast, Eric will discuss what a “dissipated asset” is and why it almost always means the end of your client’s Offer-in-Compromise. Eric will discuss how to identify potential dissipated assets and what you can and cannot do to deal with the issue. Want to join Tax Rep and build your practice now? Go to www.TaxRepLLC.com? Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Want to check out Receipt Bank? https://info.receipt-bank.com/trn
Sat, July 13, 2019
60. NATP National Conference : An Interview with Michelle Morrison by Tax Rep Network
Joining Eric on this week’s podcast is the Director of Education and Credentialing for the National Association of Tax Professionals. During the program Eric and Michelle discuss the national conference, as well as the NATP move into IRS Representation, and what the NATP sees coming down the pike for tax professionals. And remember, if you are heading to the NATP conference come by and say hello to us at the Tax Rep Network exhibiting table!
Fri, June 14, 2019
59. AMA: Ask Me Anything 6/14/19 by Tax Rep Network
In this weeks episode Eric answers the listeners questions and through that clarifies and sharpens your approach to tax resolution topics! From streamlined installment agreements to resolving court ordered restitution issues, Eric answers them all! Want to join Tax Rep and build your practice now? Go to TaxRepLLC.com Looking for the deal on Call ENQ? Click here for the special member deal! https://callenq.com/trn/ Want a deal on having the Tax Help Software platform run your resolution practice? Go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free 2-week trial, and TAXREP10 for a 10% discount off the purchase of the software! Want to check out Receipt Bank? https://info.receipt-bank.com/trn
Thu, June 06, 2019
58. How to Bulletproof Your Tax Return by Tax Rep Network
So the IRS sent its letter and now the client is scrambling to find their documents and receipts that the dog didn’t eat! Listen in this week and you can stop your client’s panicking. On this week’s episode Eric and Damien Greathead of Receipt Bank discuss exactly how to make sure your tax return is bullet proof when Uncle Sam comes calling. Receipt Bank is an amazing app, and Eric and Damien discuss the app, the IRS process and why and how Eric discovered the app and why he not only recommends it but has all of his attorneys at Green & Sklarz using it! Want to check out Receipt Bank? https://info.receipt-bank.com/trn Ready to build your representation practice? Come join us inside Tax Rep LLC at www.TaxRepLLC.com
Fri, May 31, 2019
57. The Sales Pitch: A Conversation with Michelle Weinstein - The Pitch Queen!
Joining Eric on this week’s podcast is Michelle Weinstein, host of the Abundant Accountant podcast and Five Steps to Abundance. Listen in as she discusses changing your mindset to get more and better clients, how to make that shift and why now is the time to embrace abundance! Want to contact Michelle? Head to 5StepsToAbundance.com
Sun, May 26, 2019
56. 2019 IRS Collection Update by Tax Rep Network
In this week’s episode, Eric covers what is new in IRS collection and updates you on the latest changes to the Offer-in-Compromise program, passport revocation, and the latest collection and enforcement statistics just released by the IRS. Send your questions for Eric’s AMA session (“Ask Me Anything”) and have your answers delivered on the podcast on June 14th while Eric is in Las Vegas speaking at the AICPA National Conference. Just email Eric at Podcast@TaxRepLLC.com
Mon, April 29, 2019
55. Joe Woodard The Transformative Advisor by Tax Rep Network
In this week’s installment, Eric manages to get nationally renowned author, consultant, and national speaker Joe Woodard to stop and sit down for a serious discussion. Joe has trained over 150,000 accounting professionals in areas of small business coaching, practice development, changing technology trends, and how to maximize the use of technology in their practices. So listen in and hear what to do now to start transforming your practice, and where things are headed for the accounting and tax profession. CONNECT WITH JOE: Twitter | LinkedIn | Website Get a free-trial or discount on Tax Help Software here: https://www.taxhelpsoftware.com/ and use TAXREPTRIAL for a free 2-week trial, and then TAXREP10 for a 10% discount when you purchase! Want to call the IRS and get through in under 3 minutes? Use Call EnQ! Click here and get 200 minutes for only $19.95 to test it and see how it will save you tens of thousands of dollars of hold time in your practice! https://callenq.com/trn/ Ready to join Tax Rep LLC and take your practice to the next level? Click here and use discount code CPAA19 and get $100 off for 6 months to start building your six figure resolution practice: www.TaxRepLLC.com
Fri, March 22, 2019
54. Confessions of a Tax Collector by Tax Rep Network
Joining Eric on this week’s podcast is Tax Rep Member and former Revenue Officer Josh Kirk. Listen in as Josh fills us in on what goes on in the mind of a Revenue Officer, what practitioners should know about that Revenue Officer, and how to deal with the difficult case.
Mon, March 18, 2019
53. Tax Transcripts: An Interview with Roger Nemeth from Tax Help Software by Tax Rep Network
Tax transcripts are the life blood of any tax professional representing taxpayers before the IRS. In this week’s episode Eric sits down with Roger Nemeth, the founder of Tax Help Software which revolutionized the obtaining of Tax Transcripts from the IRS and changed the way tax rep pros practice forever. During the program Eric and Roger discuss not how we got to where we are, but all the benefits of transcripts you probably do not even know about, like tax returns being flagged for an exam on the transcript six months before the letter comes out! Listen in and learn just how you can make better use of transcripts, get out ahead of the IRS, and even make way more money saving taxpayer lives!
Fri, March 01, 2019
52. Automation and Implementation with Katie Thomas CPA by Tax Rep Network
In this week’s podcast Katie Thomas walks Eric and our listeners through how she recognized issues while working at a Big Four firm, and how she and her husband chad teamed up to begin automating practices. Katie is a CPA who specializes in helping firms implement systems, empower their people and grow their bottom line. Having wrestled with this himself, eric found Katie and reviews what firms should be thinking about as they try and restrain themselves from tearing out what remains of their hair this tax season! Want to contact Katie? She can be found here: Website | LinkedIn | Twitter | Instagram
Thu, February 21, 2019
51. Elevating Your Practice & Yourself: A Conversation with Mariette Martinez by Tax Rep Network
Joining Eric on this week’s podcast is Mariette Martinez. Aside from being an EA and Intuit Trainer/Writer, Mariette designs and delivers educational content that accelerates the financial growth and awareness for micro-businesses, and self-employed/solopreneurs. Her journey to elevate herself and her practice lead to the founding of TusTresMaestras.com, a co-founded Bilingual E-Learning Platform that will bridge the financial literacy gap for English and Spanish-Speaking small business owners. In this episode Mariette and Eric discuss their own personal journeys to bring order to the chaos of their practices, how that transformation took place, and what other practitioners should be considering when wrestling with the monster that is their practice!
Thu, February 07, 2019
50. Biggest Tax Season Mistakes with Claudia Hill EA MBA by Tax Rep Network
In this week's podcast, Eric and Claudia discuss this Tax Season's BIGGEST mistakes and how to avoid them. Be sure not to miss this timely and important episode!
Sat, January 26, 2019
49. Why Your Tax Practice is F#cked and What to Do About It by Tax Rep Network
On the precipice of another tax season from hell, Eric very bluntly explains what has changed in the world of tax returns, why the practice is just not what it used to be, and what practitioners need to be thinking once busy season 2019 comes to an end on 4/15! Check out Call Enq to get right through to the IRS in un der 3 minutes (once it reopens!): https://callenq.com/trn/ and get the special tax Rep Offer for the first 200 minutes for only $19.95 Check out Tax Help Software and build your resolution practice with the best resolution software and transcript delivery system! Just go to www.TaxHelpSoftware.com and use the code TAXREPTRIAL for a free two-week trial, and then TAXREP10 and save 10% on the license fee! Want to build your Tax Rep practice? Join us inside Tax Rep LLC and get $100 off the first six months when you sign up using discount code TAXREPGO! www.TaxRepLLC.com
Tue, January 15, 2019
48. Tax Rep Minute Ep 5 - Start Off 2019 the Right Way
Join Eric Green as he discusses one of the most important questions facing tax practitioners at the beginning of this year...what to do to start off 2019 the RIGHT WAY!
Tue, January 08, 2019
47. The Virtual Tax Conference: A Conversation with Intuit’s Misty Megia by Tax Rep Network
In this podcast Eric sits down with Intuit’s Misty Megia to discuss the merger with TSheets, the upcoming foray into tax conferences by Intuit and other news tax practitioners need to be aware of as we start of 2019! Want to catch Eric and all the other terrific programs at the virtual tax conference? You can register absolutely FREE here!
Wed, November 28, 2018
46. How to Call the IRS in 30 Seconds by Tax Rep Network
Tired of waiting on hold for the IRS? Tired of waiting for an hour, sometimes more, to receive a “Courtesy Hang-Up” – and no - we are not making that up! It is what the IRS calls hanging up on a person after they have wasted a portion of their life on hold. Well fear not! Joining Eric on this week’s podcast is Andrew Valiente, founder of Call ENQ, which has literally changed the way we represent taxpayers with the IRS by allowing us to get to a real human being in under 3 minutes, and often in seconds! In addition to this very cool service, we have a new special offer for folks to try CALL ENQ and experience it first hand: 200 minutes of call time for just $19.95! And that is real call time – time you are actually on the phone with a human being! So check out Call ENQ, and experience the service that Eric says will knock $50,000 of time off their workload helping taxpayers! https://callenq.com/trn
Sat, November 17, 2018
45. Tax Rep Minute Ep 4 - The Quickbooks File by Tax Rep Network
Yes, the IRS is going to get the Quickbooks file, as they have every right to see both the physical and electronic records. Listen as Eric discusses what practitioners should do when Uncle Sam demands the Quickbooks file.
Tue, November 13, 2018
44. How Cost Segregation Studies Actually Work, Save You Taxes and Get Your Money Back! by Tax Rep Network
In this weeks’ episode, Charles Tover and Yonah Weiss from Madison Specs, join Eric to discuss the benefits of having a cost-segregation study done when commercial property is acquired, and review how these studies work, why they both shield the owner from income tax and accelerate the return of their investment, and how and when to have these studies done. To contact Yonah Weiss you can call (732) 333-1477, connect with him on Linkedin at https://www.linkedin.com/in/cost-segregation-yonah-weiss/ or email him . Visit our sponsor ENQ and grab the introductory offer at https://callenq.com/taxrep .
Wed, November 07, 2018
43. Tax Rep Minute Ep 3 - The Innocent Spouse & the Critical Offer Analysis by Tax Rep Network
Eric reminds all practitioners in this week’s Tax Rep Minute why the innocent spouse filing’s financial analysis is every bit as critical as the one you do for an Offer-in-Compromise, and what to be considering when preparing the form 8857.
Fri, November 02, 2018
42. Tax Rep Minute Ep 2 - The IRS Exam Walkthrough by Tax Rep Network
In this week’s Tax Rep Minute Eric discusses why the walkthrough by the practitioner in advance of the auditor showing up is so critical, and what to do when you do that walkthrough.
Mon, October 29, 2018
41. Three Critical Mistakes When Helping Non-Filers by Tax Rep Network
In this week’s podcast Eric discusses three routine mistakes made by practitioners when helping non-filers clean up their issue, which can cause significant financial difficulty for the taxpayer later as they try and resolve their tax debt.
Fri, October 26, 2018
40. Tax Rep Minute Ep 1 - Streamlined Installment Agreement Pilot Program Made Permanent by Tax Rep Network
In this week’s tax Rep Minute Eric updates us on the IRS Streamlined Installment agreement and why it is so helpful to taxpayers, the changes the pilot program made and the benefit of having it now made permanent. The rules can be found in the Internal Revenue Manual at section 5.19.1.6.4.11 .
Wed, October 24, 2018
39. How to 10X Your Practice: A Conversation with Dominique Molina by Tax Rep Network
In this week’s episode Eric speaks with Dominique Molina, the founder of the American Institute of Certified Tax Planners where she coaches tax professionals on how to deliver a higher level of tax reduction services. In this episode Dominique and Eric discuss how to increase revenue through focusing your practice and value billing, as well as the concrete steps to take to accomplish this goal. Contact Dominique Molina: http://CertifiedTaxPlanners.com
Tue, October 16, 2018
38. Adventures in IRS Offers: The Good, The Bad, and “My Client Didn’t Seriously Just F#*king Do That?!” by Tax Rep Network
In this week’s episode Eric covers issues with IRS Offers-in-Compromise when the client does not always listen to us, and what happens when both little things go wrong as well as when the shit really hits the IRS Offer fan! Eric explains the various types of clients and why so many people you help will end up just getting into trouble again and become your “walking annuities”. Also, remember to email Eric your questions so he can answer them on the next podcast at podcast@taxrepllc.com . Click here to take advantage of our special deal with CallEnQ!
Tue, October 09, 2018
37. Why We Love Payroll Tax Cases by Tax Rep Network
In this episode eric explains why payroll tax cases are among the most common ways taxpayers get into trouble, why they are fun to sort out, and why they are the most lucrative of all engagements. Eric explains the process for helping taxpayers sort out the issues, pitfalls to be careful about to protect your client and yourself, and the step-by-step approach to resolving these cases. Click here to take advantage of our special deal with CallEnQ!
Sun, September 30, 2018
36. Dialing for Dollars: Adventures in Calling the IRS by Tax Rep Network
In this week’s episode Eric explains why it is so important to make sure you know what you are seeking before calling the IRS, the issues in dealing with the IRS over the phone and some of his own mis-adventures so you can learn what NOT to do. Also, he will discuss his discovery of CallEnq and how it is revolutionizing his representation practice, and will save him (and yourself) $50,000 of billable time a year! Want a free 100 minute trial of CallEnq? Use the link below! Click here to take advantage of our special deal with CallEnQ!
Tue, September 25, 2018
35. Criminal Tax Part 1: Where Criminal Tax Cases Come From by Tax Rep Network
So where do criminal tax cases come from? What makes the routine civil issue become a criminal prosecution? Jim Olson, Tax Rep Member and Former Supervisory Special Agent for the IRS Criminal Investigation Division sits down with Eric to discuss how cases arrive in IRS Criminal Investigations, and how does CI determine which ones to pursue and which ones to pass on. This episode should be extremely insightful for any tax practitioner who is curious what really happens inside CI when decide to take a case and run with it. Want to contact Jim Olson? He can be found here: Financial-Forensics.net
Wed, September 12, 2018
34. The Supreme Court in Wayfair and Its Impact on Internet Sellers by Tax Rep Network
In this week’s episode Connecticut Dept of Revenue 1st Assistant Commissioner Lou Bucari joins Eric and discusses what the states have been dealing with prior to the South Dakota v. Wayfair decision, what is now happening behind the scenes that the Supreme Court has spoken, and what the impact to tax practitioners and their clients will be. Eric will also discuss the new business opportunity this creates for practitioners. Link to the decision in South Dakota v. Wayfair: https://www.supremecourt.gov/opinions/17pdf/17-494_j4el.pdf
Mon, September 03, 2018
33. Types of Offers-in-Compromise: Which to Choose and When? by Tax Rep Network
In this week’s episode Eric explains the various forms of offers-in-compromise, and when a practitioner should select each type. If you wanted to know what the differences were between Doubt-as-to-Liability Offers, Doubt-as-to-Collectability Offers and Effective Tax Administration Offers, well here is the explanation you have been waiting for! Also, Eric explains when to consider a lump-sum vs. a deferred offer, and some inside tricks to deferred offers you probably did not know.
Tue, August 28, 2018
32. Crypto-Currency: Tax Ramifications and Enforcement Issues by Tax Rep Network
In this Episode, Eric speaks Steve Toscher and Mike Stein from the Beverly Hills tax Law Firm of Hochman, Salkin, Rettig, Toscher & Perez, Pc and discusses everything you need to know about Crypto-Currency: What it is, how the IRS views crypto-currency, how to report these transactions, can you do a like-kind exchange of crypto-currency, why it’s such a hot button issue with the IRS civilly and criminally, and what to do if you have failed to report a transaction. This is the program every accountant and investor needs to know about the new wild-west of crypto-currency! Click here to contact Steve Toscher Click here to Contact Mike Stein Click here to download IRS Notice 2014-21
Thu, August 23, 2018
31. IRS Representation Conference Registration is Now Open! by Tax Rep Network
Hey guys, the largest IRS Representation Conference in the country is now open for registration. The IRS Representation Conference will have close to 3,000 tax practitioners and cover everything you could want to know about what is hot in IRS Representation. Join me as I host the best conference with the top experts and government officials who will walk you through what you need to know right now to build your practice and protect your clients, as well as yourself! Just click on the link below and grab the early bird pricing and free Accountant’s Guide to IRS Collection e-book (by yours truly). And remember – Tax Rep Members get FREE access, so if you’ve been on the fence about joining now is the time to do it! So whether you can actually come to Mohegan Sun or join us via live streaming webcast, you don’t want to miss this super event! And if you do come please come up and introduce yourself. I love meeting all our network friends, and there is no better place to do it then at the beautiful Mohegan Sun Resort! Click here to register for the event! It's going to be awesome!
Thu, August 16, 2018
30. The Three Biggest Tax Mistakes Entrepreneurs Make by Tax Rep Network
Given the fact Eric Green focuses on civil and criminal tax representation, there are some clear mistakes he and his partners see make almost daily. In this episode Eric walks you through the three biggest mistakes they see entrepreneurs make and how you (and your clients) can avoid these!
Sun, August 12, 2018
29. Cash and Structuring: How Accountants Get Their Clients Sent to Prison by Tax Rep Network
In this Episode Eric sits down with IRS Special Agent Maria Papageorgiou and discusses the crime of structuring, what it is and why so many taxpayers end up committing this crime without realizing it. Many accountants advise their clients that when it comes to cash, it is the client’s money and they can do what they want with it (so long as it was reported). Unfortunately that is far from the truth. Hear directly from Maria why the IRS is so intent on focusing on this violation, and what you and your clients need to know. About our Sponsor, Tax Help Software: Tax Help Software is the leading software for transcript download and analysis, both of which are critical to helping any taxpayer resolve their back tax debt. This is one of the few pieces of software Eric uses in his law practice at Green & Sklarz and is the only one he would recommend. You can check out the software at www.TaxHelpSoftware.com , and for Tax Rep Network members we have a special offer: use the software free for 14 days with coupon code TAXREPTRIAL and if you love it and want it, save 10% by using discount code TAXREP10.
Mon, August 06, 2018
28. The IRS’s Use of Confidential Informants in Tax Investigations by Tax Rep Network
In this Episode Eric sits down with Kristina O’Connell, Special Agent in Charge of the New England territory for IRS and discusses when and how the IRS makes use of confidential informants to make its tax cases. Listen in as Eric and Kristina go into how someone can become a confidential informant and how they can be paid for their information and help. If you have any interest in how criminal tax cases can evolve and how your client can play an active role and be paid for their information, then this is an episode you do not want to miss!
Thu, August 02, 2018
27. Interview with Samantha Strong from NATP by Tax Rep Network
With the NATP National Elevate Conference just around the corner, Eric and Sam discuss what is new and what practitioners can expect at this year’s annual conference and beyond!
Sat, July 28, 2018
26: Interview with the IRS Director of Collection, Paul Mamo by Tax Rep Network
In this episode Eric sits down with Paul Mamo, IRS Director of Collection, and discusses the new IRS enforcement priorities, new payroll tax initiatives, and the IRS’s Streamlined Installment Agreement pilot program. Listen in and take advantage of this special opportunity to hear from the IRS Director himself and what your client’s can expect from the IRS’s collection division.
Wed, July 25, 2018
25: National Resolution Companies Have Nothing On Us! by Tax Rep Network
Join your host Eric Green as he explains why the national tax resolution firms do not know anything that you do not, and any talk of “special procedures” or “proprietary methods” is nonsense. Eric breaks it all down for you in this Tax Rep Network episode.
Wed, July 25, 2018
24: Tax Penalty Relief: Truth Vs Fiction by Tax Rep Network
“And we can make penalties disappear.” Goes the common refrain on late night television. But can they? The reality of penalty relief is there is first-time abatement for those that qualify, as well as penalty relief for “reasonable cause.” Join host Eric Green as he explains what it takes to get first-time penalty relief and walks you through the role of supporting documentation for your “reasonable cause” argument and what to watch out for when making your argument.
Wed, July 25, 2018
23: Uncollectible Status by Tax Rep Network
Everyone is in love with Offers-in-Compromise, and they sort-of understand installment agreements, but what about this weird “uncollectible status?” In this Tax Rep episode Eric explains what uncollectible status is, what it does and does not accomplish, and when the Tax Rep Master knows to pull this out of his bag of tricks and use it help their delinquent client!
Wed, July 25, 2018
22: Installment Agreements: Types and Strategies by Tax Rep Network
Most taxpayers are aware that they can get into a payment plan with the IRS to repay their back-taxes (called an installment agreement). What most folks do not know is there are a number of variations of installments agreements, and how to select which one to use. Join Eric Green as he breaks down the variations and explains when taxpayers and practitioners should consider each of the installment agreement types.
Wed, July 25, 2018
21: Unreimbursed Expenses: Please Audit Me by Tax Rep Network
In this episode Eric explains why taxpayers who claim Unreimbursed Employee Expenses” on their tax returns are asking for an audit, and why the IRS considers this such a hot-button issue. Eric will also explain how the IRS can use these to make a tax preparer case against the practitioner who did the returns, and cases he has seen.
Wed, July 25, 2018
20: Innocent Spouse Financial Analysis by Tax Rep Network
Seeking relief from joint liability by requesting innocent spouse relief is nothing new. However, many practitioners breeze over the financial analysis aspect of the Form 8857 when requesting innocent spouse relief. Why? This critical piece can be the difference between being relieved of tens or even hundreds of thousands of dollars of debt or not. Practitioners (at least those that know what they are doing) plan when preparing to file for an installment agreements or Offers-in-Compromise. Why wouldn’t you do the same for innocent spouse relief? Join Eric Green as he explains the importance of financial analysis and the strategies that can help make the difference between success and failure.
Wed, July 25, 2018
19: The 4180 Interview: Don't Do It! by Tax Rep Network
When a business fails, and payroll taxes go unpaid, the IRS seeks to determine who was responsible. The vehicle for their interview is the Form 4180. In this episode of Tax Rep Network Eric Green explains why the form is defective and why practitioners should not allow their client’s to be interviewed. So, what do you do when the request comes in for the interview? Listen in and learn!
Wed, July 25, 2018
18: Tax Act and Accelerating Your Charitable Gifting by Tax Rep Network
In this episode Eric discusses the aspects of the new Tax Act of 2017 and how it will impact taxpayer’s ability to do charitable giving and receive a deduction.
Wed, July 25, 2018
17: 433B? 433A? Or Both? by Tax Rep Network
When working to resolve a back-tax debt financial forms, called Collection Information Statements, are necessary to provide the IRS with information. These Forms vary and are used for different purposes. In this episode Eric explains which of the forms you need when resolving a tax debt, why you need them and in what circumstance do you need both.
Wed, July 25, 2018
16: What Do You Do When You Screw Up? by Tax Rep Network
The goal for all professionals is to provide a perfect product, but being human, mistakes sometimes get made. In this episode Eric walks through what happens when mistakes do happen and how to handle them like a pro, take ownership and fix the problem, and actual stories of what happens when other “professionals” don’t act so professional.
Wed, July 25, 2018
15: Get Lost! How To Revoke Your POA by Tax Rep Network
The client’s case gets resolved and off they go, yet the IRS keeps mailing you notices. Reminders of balances due, annual updates, they took the refund, etc. Or worse, the client decides they don’t feel like paying you and simply stops paying. How do you get rid of this dead-beat? Join Eric Green in this episode so he can explain exactly what you need to do to pull the Power-of-Attorney and stop the government’s colossal waste of resources mailing you letters you neither want nor intend on keeping?
Wed, July 25, 2018
14: All In by Tax Rep Network
In this episode Eric explains what it means to be “all in” and why it is so important for you and your practice.
Wed, July 25, 2018
13: Why Parents Should File A Lien Against Their Child by Tax Rep Network
When taxpayers borrow money from family, there is a critical mistake made that could come back to haunt both the taxpayer and the family member that loaned the money. In this Episode Eric explains the issue and why every parent who lends their child money for their business should consider filing a lien to protect their loan and their child!
Wed, July 25, 2018
12: Charging For Services by Tax Rep Network
How do you make money at tax resolution? You charge for your services and expertise, of course. But how much, and in what way? In this Episode Eric explains the various services you should be providing to your clients and how exactly to charge for your services.
Wed, July 25, 2018
11: 90-Day Letter by Tax Rep Network
In this episode Eric explains what to do when the IRS sends the Notice of Deficiency, also known as the “90-day letter”. Whether because the client failed to respond and now shows up with the letter in-hand, or the IRS issued the letter too early, the taxpayer now has an issue that needs to be handled. The case is not lost, nor is it necessary to get a lawyer. You simply need to know what to do to get that case over to Appeals where it belongs. Eric will explain how.
Wed, July 25, 2018
10: Open Your Freaking Mail! by Tax Rep Network
It is amazing how often client’s take the “ostrich” approach to their tax problems: ignoring it and until it hopefully goes away. Generally, the tax issue does not vanish on its own. Eric explains in this episode why it is so important to open and read the letters from the IRS, what they mean, and how to respond properly to give yourself the best opportunity to resolve the matter without enforcement action (i.e. tax levies).
Wed, July 25, 2018
9: Look Mom! No Documents! by Tax Rep Network
So, what do you do when the client has no documents? Fear not, Eric explains in this Episode what to do to support the numbers on the returns, and the process of forensically recreating the support needed to satisfy the IRS.
Wed, July 25, 2018
8: How To Get Rid Of A Tax Lien by Tax Rep Network
In this episode Eric explains the ins-and-outs of dealing with an IRS Notice of Federal Tax Lien, including withdrawal, discharge and subordination.
Wed, July 25, 2018
7: Why The IRS Is Going To Get The Quickbooks File by Tax Rep Network
It is routine that the IRS examiners request not just copies of reports from Quickbooks, but the actual Quickbooks file. Does the client have to turn the file over, and why is the IRS so intent to obtaining the electronic back-up? In this episode Eric explains what the IRS can and cannot get, and how to deal with the issue of the Quickbooks file.
Wed, July 25, 2018
6: What To Do When The Auditor Is Batshit Crazy by Tax Rep Network
The IRS is a huge organization, and it has the same cast of characters that every large organization has in its ranks. Some employees are honest and hardworking, while others are difficult and irascible. Sometimes the examiner is simply bat-shit crazy. In this episode Eric discusses how to deal with an irrational IRS examiner.
Wed, July 25, 2018
5: The 5 Reasons Your Offers-in-Compromise Are Not Being Accepted by Tax Rep Network
In this Episode Eric walks through the five reasons he sees Offers-in-Compromise not being accepted, and explains what practitioners need to be doing to make sure their client’s Offer has the best chance of success.
Wed, July 25, 2018
4: Why You Want To File The State Tax Return First by Tax Rep Network
Most taxpayers (and practitioners) fear the IRS, yet the State Departments of Revenue can be much worse and trying to deal with. In this episode Eric explains why non-filers who are trying to get compliant want to consider filing the state tax returns first, and the advantages to doing so when it comes to resolving the outstanding tax debts.
Wed, July 25, 2018
3: Think Before You File Joint by Tax Rep Network
Think the taxpayer should always file joint to save taxes? Think again. Eric explains in this week’s episode why the filing of a joint tax return in certain circumstances may be a critical error and cost the taxpayer significant money and heart-ache.
Wed, July 25, 2018
2: Liens: Urban Myths by Tax Rep Network
Follow Eric Green as he takes you through Liens and why there are so many "urban myths" surrounding them.
Wed, July 25, 2018
1. Blogging by Tax Rep Network
Learn how Eric uses blogging to continuously grow his business.

Tax Rep Network with Eric Green

Is The IRS Whistleblower Office A Waste Of Time? With Bryan Skarlatos

5 Steps To Solve Any Tax Debt

You Must Dominate

How Relationship Pricing Works With Dawn Brolin

Trump And Elon Era: Is This The End For The IRS?

How To Help Clients Save Tens Of Thousands Of Dollars With Dr. Jackie Meyer

Step-By-Step Guide To Resolving Any Tax Case Like A Pro

170. What is “Reasonable Compensation” for Tax Purposes? by Tax Rep Network

169. Liscio’s Automated Tax Organizer: Why It’s a Game Changer by Tax Rep Network

168. How to Protect Your Accounting Firm with Cyber Insurance by Tax Rep Network

167. 5 Ways to Turn Customer Reviews into Revenue by Tax Rep Network

166. Jo-Ann Weiner, Former IRS Audit Supervisor by Tax Rep Network

Mastering IRS Offers-in-Compromise by Tax Rep Network

164. A Conversation with Joe Woodard by Tax Rep Network

163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep Network

162. Scaling New Heights 2024 with Heather Satterly by Tax rep Network

161. IRS Enforcement Update: A Conversation with IRS Director of Collection Policy, Rocco Steco by Tax Rep Network

160. Growing Your Practice by Offshoring Work with Arun Mehra by Tax Rep Network

159. Using Your Tax Practice to Build Wealth with Chase Insogna by Tax Rep Network

158. Adding CFO Services with Adam Lean

157. Best-in-Class Ways to Engage Your Clients this Tax Season with Ignition by Tax Rep Network

156. How to Utilize Relationship Pricing with Michelle Weinstein by Tax Rep Network

155. From Side Hustle to Million Dollar Business with Maya Weinreb by Tax Rep Network

154. How to Add an Extra $150K This Coming Tax Season with Roger Nemeth by Tax Rep Network

153. Projecting Your Cash Flow with Chris Mannina by Tax Rep Network

152. The Corporate Transparency Act Forms: Utilizing File Forms by Tax Rep Network

151. Outsourcing Your Bookkeeping to Make More Money by Tax Rep Network

150. IRS Collection Update with the IRS Director of Collection Policy by Tax Rep Network

149. Building a Sales Tax Business Without Trying with Alex Oxford by Tax Rep Network

148. Taking Your Practice Virtual with Nayo Carter-Gray by Tax Rep Network

147. Authority Marketing with Paul McManus by Tax Rep Network

146. Growing Your Practice With Business Advisory Services by Tax Rep Network

Digital Marketing: How to Find Tax Rep Clients by Tax Rep Network

144. PCI Compliance: What Every Tax Pro Must Know by Tax Rep Network

143. A Discussion with Andy Keyso, IRS Chief of Appeals by Tax Rep Network

142. Business Continuity with SmartVault by Tax Rep Network

141. ERC Enforcement by Tax Rep Network

140. Disconnect to Connect with Amy Vetter by Tax Rep Network

139. Why "I Only Want the Small Cases" is Bullsh*t by Tax Rep Network

138. Getting Your Tax Practice to Soar! with Joe Woodard

137. How to Sell with Michelle Weinstein by Tax Rep Network

136. Virtual Currency: IRS Reporting & Enforcement Developments from the Trenches by Tax Rep Network

135. EITC Enforcement with Dawn Brolin by Tax Rep Network

134. Tax Season and Mental Health with Randy Crabtree by Tax Rep Network

133. IRS Makes the $250,000 Streamlined Installment Agreement Permanent by Tax Rep Network

132. How to Run Your Entire Practice on Free Software! with Omry Man, Anchor by Tax Rep Network

131. So, What's Reasonable? Reasonable Comp with Paul Hamann, RC Reports by Tax Rep Network

130. Building Your Online Reputation with Oscar Wimshurst NiceJob by Tax Rep Network

Pricing Your Tax Work with Michelle Weinstein by Tax Rep Network

128. Digital Marketing for Tax Pros with Jason Holmes by Tax Rep Network

127. Should You Do Voluntary Disclosure? with Kareem Carter by Tax Rep Network

126. IRS Enforcement Update Part 2 with Deputy Commissioner Darren Guillot by Tax Rep Network

125. IRS Enforcement Update - June 2022: Trust Funds, Crypto, and Foreign Assets by Tax Rep Network

124. Entrepreneurship with Nellie Akalp Founder and CEO of CorpNet by Tax Rep Network

123. Authenticity Sells with Jina Etienne by Tax Rep Network

How to Build a Saleable Accounting Practice with Sharrin Fuller by Tax Rep Network

121. Eric Green and Seth Fineberg on the AccountingWeb Summit by Tax Rep Network

120. The Life Cycle of a Criminal Case with Gwen Moore and Ajay Gupta by Tax Rep Network

119. Mad at the IRS? Blame Congress with Gwen Moore by Tax Rep Network

118. Automate Everything with Andrew Lassie by Tax Rep Network

117. Keep Your World Small with Steve Just by Tax Rep Network

What to Do Right Now with Your 1040 Practice by Tax Rep Network

115. Sales vs Marketing with Michelle Weinstein by Tax Rep Network

Tax Rep Minute - How to Complete a Form 433

113. International Tax Enforcement with Jason Freeman by Tax Rep Network

Transcripts and Transcript Monitoring with Roger Nemeth by Tax Rep Network

111. It's All My Fault by Tax Rep Network

110. The IRS Wants the Quickbooks File: A Conversation with Walter Pagano, CPA, CFE

109. The Secrets of Life and Practice by Tax Rep Network

The Tax Rep Client: Ugly Step-Sister or Pure Gold? by Tax Rep Network

107. The Offer Specialist is Wrong…And Other Observations by Tax Rep Network

106. How to Actually Work with Your Accountant with Marcelino Dodge by Tax Rep Network

105. IRS Automated Enforcement Begins This Week by Tax Rep Network

104. Voluntary Disclosure: Where Are We Now by Tax Rep Network

103. IRS Form 8300: The Cost of Not Following the Rules with Megan Brackney by Tax Rep Network

102. Will Blockchains Change the World? with Alex Robnett by Tax Rep Network

101. How to Bring a Whistleblower Case Part 2 by Tax Rep Network

100. How to Do What You Love with Amy Vetter by Tax Rep Network

99. Best Practices for Responding to Information Document Requests by Tax Rep Network