156. How to Utilize Relationship Pricing with Michelle Weinstein by Tax Rep Network
Tax Rep Network with Eric Green
Release Date: 12/13/2023
Tax Rep Network with Eric Green
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.
info_outline 169. Liscio’s Automated Tax Organizer: Why It’s a Game Changer by Tax Rep NetworkTax Rep Network with Eric Green
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. Check out Liscio here: Want to check out Gruntworx to automate your tax return prep? You can connect with Dawn Brolin for her...
info_outline 168. How to Protect Your Accounting Firm with Cyber Insurance by Tax Rep NetworkTax Rep Network with Eric Green
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...
info_outline 167. 5 Ways to Turn Customer Reviews into Revenue by Tax Rep NetworkTax Rep Network with Eric Green
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! Check out NiceJob here: Register for the free webinar on 9/6 for maximizing your rep practice growth:
info_outline 166. Jo-Ann Weiner, Former IRS Audit Supervisor by Tax Rep NetworkTax Rep Network with Eric Green
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 . Register for the program here: https://taxrepllc.com/20240918-audit/
info_outline 165. Mastering IRS Offers-in-Compromise by Tax Rep NetworkTax Rep Network with Eric Green
In this week’s podcast Eric reviews the basics of an IRS Offers-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th and and why 2024 should be the year to master this aspect of your practice and use it to build that extra $100,000 of income you’ve wanted! The workshop on June 11th can be found here:
info_outline 164. A Conversation with Joe Woodard by Tax Rep NetworkTax Rep Network with Eric Green
Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals. Want to meet Eric, Joe and the TRN team at this year’s Scaling New Heights conference? Go to
info_outline 163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep NetworkTax Rep Network with Eric Green
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. Want to check out File Forms? Join us for the free update webinar on May 16th by registering here:
info_outline 162. Scaling New Heights 2024 with Heather Satterly by Tax rep NetworkTax Rep Network with Eric Green
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. Want to check out Scaling New Heights in 2024? It’s here:
info_outline 161. IRS Enforcement Update: A Conversation with IRS Director of Collection Policy, Rocco Steco by Tax Rep NetworkTax Rep Network with Eric Green
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. Take a demo with Ignition:
info_outlineIn 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.