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On this week’s episode of the Tax Rep Network Podcast, I’m joined by AccountingWeb’s Managing Editor, Seth Fineberg. Seth and I chat about the upcoming summit, which takes place in San Diego from May 9th to May 12th. I’m happy to share that I’ll speak on multiple panels, including Criminal Tax with Deputy Chief Robnett and Enforcement with SB/SE Commissioner, Darren Guillot.

For those listening who may be unfamiliar with the summit, Seth gives the rundown, stating: “AccountingWEB itself is really an online resource, a site for practical and useful information for accounting professionals. We have folks who only do tax, we have folks whose core focus is on bookkeeping, and then we have others who are doing it all. They do tax, advisory, the books. They’re helping run small businesses, and they’re doing everything in between. So, compliance, advisory, and everything in the middle. We’re really at a time in the profession where this is the type of information that is needed the most.”

If you’re interested in learning more about the AccountingWeb Live Summit, don’t miss episode 121 of the TRN Podcast—out now! Additionally, I have a special deal for all Tax Rep Network members. I’m hosting an exclusive dinner on May 10^th to introduce my marketing gurus!

Want to check out the conference? Click here: https://www.accountingweblivesummit.com/. Use discount code TRN25 to save 25 percent!

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On this week’s episode of the Tax Rep Network Podcast, Eric Green is joined by Gwen Moore and Ajay Gupta to discuss how a criminal tax case works, from referral to sentencing. There are myriad misunderstandings regarding this topic, leading to this necessary and important conversation.

In case you haven’t been listening to the podcast lately, Gwen is a friend of Eric’s who hosts the podcast from time to time. She has her own firm in Chicago, the Moore Firm, where she does civil and criminal tax controversy. Ajay is of council with Gwen’s firm, doing everything from tax planning in Silicon Valley to being an assistant United States attorney, prosecuting tax cases.

To open the conversation, Eric shares a vital fact that all taxpayers need to understand: when IRS special agents now have a case, they’re not looking to collect money, they’re not looking to just clarify something. When they come out and knock on a door, it is because they believe they have enough evidence that a crime was committed, and now they’re going to see if they can get more information. Specifically, they’re there to try to get a conviction.

Eric then segues into the classification of a criminal case and the various circumstances, receiving assistance and expert knowledge from Ajay.

Interested in learning more? You can listen to the full episode of the Tax Rep Network Podcast now! Additionally, if you’d like to contact Gwen or Ajay, their information is:

Guinevere Moore: guinevere.moore@mooretaxlawgroup.com

Ajay Gupta: ajay.gupta@mooretaxlawgroup.com

Sign up for more episodes here: https://taxrepllc.com/subscribe-tax-rep-network-podcast/

In this special episode of the TRN Podcast, Eric is joined by Gwen Moore from the Moore Firm in Chicago. Previous listeners will already be familiar with Gwen, as she has filled in for Eric as a guest host. However, today’s hot topic has left Eric wanting to switch things up a bit, inviting Gwen on as a guest speaker instead of a guest host.

Their discussion revolves around the IRS, Congress, and the headaches many taxpayers are currently experiencing. Specifically, the IRS has been—and remains to be—plagued with massive backlogs of mail and returns that have not been processed, resulting in callers receiving hold times on the phone measured in hours—not minutes—as well as a grinding enforcement machine that continues unabated.

As a contributing columnist at Forbes, Gwen recently wrote an article that sheds light on these ongoing IRS issues. She and Eric chat about her article, the faults of Congress, and what they each think of the Congressional announcement made regarding the call for the IRS to hold off on enforcement.

The latest episode of the TRN Podcast is available now. Give it a listen! If you would like to contact Gwen, she can be found trying to save taxpayers here: https://www.mooretaxlawgroup.com/attorney/moore-guinevere-m/

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On this new episode of the Tax Rep Podcast, Eric is joined by a very special guest: Andrew Lassise. It’s likely that many of you already know Andrew, as he has his own popular podcast, Tech Talk for Accountants Show. In fact, it was through this podcast that Eric and Andrew first met, ultimately leading to today’s chat, which includes a variety of topics, such as how to make money by leveraging technology, scaling your enterprise so it’s no longer a ‘practice’ but a ‘business’ that you work on instead of work in, and streamlining your operation.

Eric chose the theme of automation because tax season is upon us, and it’s important for all tax professionals to get their arms around their practice. In order to do this, Eric first recommends that you rank your clients. Next, get rid of all clients you’ve given a D or F grade. Then, raise your prices so that you are making what you should be making.

In short, do less work, have fewer headaches, but earn more money!

Remember, you control your calendar, meaning you—and only you—can effectively put the system in place to do what you need to do. If you don’t want to work until midnight, don’t work until midnight. Sound good?

Don’t miss Eric and Andrew’s full conversation on automation. Episode #118 of the Tax Rep Podcast is available now!

Want to connect with Andrew?  Check out https://tech4accountants.net

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On this week’s episode of the Tax Rep Network Podcast, Eric Green is joined by former Navy SEAL, Steven Just. Interestingly enough, Eric seems to know many former Navy SEALs, and a popular concept he has heard from more than one of them is the idea of keeping your world small.

This concept has struck deep for Eric. For starters, it makes complete common sense. Secondly, this is a concept many people struggle with because they can’t keep their world small. Finally, this is timely advice. It’s easy these days to become overwhelmed: law changes, client issues, marketing frustrations, family challenges, politics, news, COVID.

Eric has spoken out before about the need to focus on what is directly in front of you, ultimately allowing you to keep your world small. Today, that discussion continues. And, who better to join him for the chat than Steven Just, who also firmly believes in keeping your world small?

The two connect this notion to the success of your practice. Further, Steven explains what it exactly means to keep your world small, why the concept works in all facets of life, and how you can put this to work for you.

Want to learn more? Listen to the full episode of the TRN Podcast—available now!

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The latest episode of the Tax Rep Network Podcast is a little different than what viewers may be used to hearing. For starters, Eric Green doesn’t have a guest this time.

He starts by discussing the Vegas conference, which is right around the corner! Good news for those who are unable to attend in person: the conference has officially been opened for remote access, meaning you can easily and conveniently stream the two-day event from the comfort of your own home.

In preparing for Vegas, Eric has received myriad questions regarding tax season. As those in the industry already know, the previous two tax seasons have been particularly difficult. This is what prompted this week’s short, but sweet, episode.

Eric lays it out quick and simple: life is too short; we’re all going to die. Given the limited amount of time everyone has, he recommends doing the things you love—even in regards to your business. Specifically, he recommends going through your client list and rating each client with a letter: A – F. Clients that you don’t really want to work with, aren’t paying you enough, or are just jerks, should be given a D or an F. Then, send those clients a nice, formal letter indicating that you will no longer be able to service their account going forward.

Why? Life is too short!

If you’d like to listen to the full episode of the TRN Podcast, click here! It’s available now.

Sign up for more episodes here: https://taxrepllc.com/subscribe-tax-rep-network-podcast/