Podcast appearances and mentions of Eric Green

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Best podcasts about Eric Green

Latest podcast episodes about Eric Green

Tax Rep Network with Eric Green
It's All Mindset With Brian Mayoral

Tax Rep Network with Eric Green

Play Episode Listen Later Jun 18, 2026 22:43


What separates successful tax and accounting firms from those that stay stuck? According to sales expert Brian Mayoral, it starts with mindset. In this episode of the Tax Rep Network Podcast, Eric Green sits down with Brian Mayoral, former Tony Robbins national sales trainer and founder of We Sell Up, to discuss the psychology of growth, overcoming fear, building scalable service offerings, and creating a sales process that doesn't depend solely on referrals.Brian shares how he went from school teacher to one of Tony Robbins' top trainers and how he now helps accounting and tax firms build predictable growth through better positioning, core offerings, and sales systems. Eric and Brian also dive into entrepreneurship, failure, confidence, AI, and why "if you can't, you must" may be the most important lesson business owners can learn.Whether you're a solo practitioner or running a multi-million-dollar firm, this conversation will challenge you to think differently about growth, sales, and what's possible for your practice.Join us for a free webinar on Tuesday June 23rd at 1:00 pm EST here: https://taxrepllc.com/20260623-blueprintConnect with Brian at https://wesellup.com#TaxRepNetwork #TaxProfessionals #TaxResolution #AccountingFirmGrowth #Entrepreneurship #Mindset #SalesTraining #TonyRobbins #BusinessGrowth #TaxPracticeManagement

Tax Rep Network with Eric Green
IRS Bypassing The POA?

Tax Rep Network with Eric Green

Play Episode Listen Later Jun 4, 2026 9:45


Can the IRS just ignore the taxpayer's Power of Attorney (POA) and contact the taxpayer directly? No, unless specific criteria are met. In this week's episode, Eric Green discusses why that threat from the IRS employee is probably empty, and what to do if they do in case they bypass you and go directly to your client.

Tax Rep Network with Eric Green
Civil Or Criminal? With Esther Robinson

Tax Rep Network with Eric Green

Play Episode Listen Later May 28, 2026 29:22


In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former IRS Office of Fraud Enforcement advisor Esther Robinson for an inside look at how civil tax audits can turn into criminal investigations. From fraud development and civil fraud penalties to IRS Criminal Investigation referrals and real-world case stories, Eric and Esther break down what tax professionals need to know when dealing with potential fraud issues. They discuss the role of the IRS Office of Fraud Enforcement, the warning signs examiners look for, why some cases become criminal while others stay civil, and the costly consequences taxpayers face when crossing the line. Packed with practical insights, behind-the-scenes IRS procedures, and war stories from the field, this episode is a must-listen for CPAs, EAs, attorneys, and anyone handling IRS controversy work.Join us for the webinar covering this in-depth on June 4th by registering here: https://taxrepllc.com/20260604-fraud/Want to connect with Esther? Contact her at: Esther@treestoneadvisory.com.

Tax Rep Network with Eric Green
Inside A Criminal Tax Case Part 2 With John Mulcahy

Tax Rep Network with Eric Green

Play Episode Listen Later May 21, 2026 49:51


In Part 2 of this deep-dive series, Eric Green is joined again by former U.S. Department of Justice Tax Division attorney John Mulcahy for an unfiltered look at what really happens behind the scenes in a criminal tax case.This episode pulls back the curtain on the critical decision-making process inside the government—from how cases are reviewed and approved for prosecution to the high bar prosecutors must meet under the “reasonable probability of conviction” standard. John walks through what happens when IRS agents submit a case, how DOJ attorneys analyze evidence, and why some cases get sent back for further development before charges are ever filed.Eric and John also tackle one of the most important (and misunderstood) opportunities for defense attorneys: the pre-charging conference with the DOJ. They explain why these meetings matter, how they can change the trajectory of a case, and what prosecutors are really looking for before deciding whether to move forward with criminal charges.The conversation then shifts to strategy—covering proffers, reverse proffers, and how both sides use these tools to either build or defend a case. You'll hear real-world examples of how these interactions play out, including when they lead to declined prosecutions… and when they don't.Finally, the episode explores the realities of sentencing, restitution, and negotiation dynamics—breaking down how numbers drive outcomes, why simplicity matters in front of a jury, and how acceptance of responsibility can significantly impact a client's future.Whether you're a tax professional, attorney, or advisor, this episode delivers practical insight into navigating criminal exposure, advising clients effectively, and understanding how the government thinks at every stage of a case.If you haven't listened to Part 1 yet, start there—this is a continuation you won't want to miss.Want to contact John? Email him at: jmulcahy@nixonpeabody.com.

Tax Rep Network with Eric Green
Inside A Criminal Tax Case With John Mulcahy

Tax Rep Network with Eric Green

Play Episode Listen Later May 18, 2026 24:46


What really happens when a tax case goes criminal? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former federal prosecutor John Mulcahy—now in private practice at Nixon Peabody—to pull back the curtain on how criminal tax cases are built, reviewed, and prosecuted.Drawing on over a decade of experience at the U.S. Attorney's Office and the DOJ's tax division, John walks through the lifecycle of a criminal tax case—from initial IRS investigation to DOJ review, grand jury proceedings, and ultimately, prosecution decisions. Along the way, he explains why the DOJ still plays a critical gatekeeping role and how consistency in tax enforcement is maintained nationwide.But this conversation goes beyond process. Eric and John dig into the real-world dynamics that shape outcomes: the discretion of Assistant U.S. Attorneys, the strategic decisions behind charging (or declining) a case, and the often misunderstood role of “willfulness” in tax crimes. Through candid stories and behind-the-scenes insights, they highlight how cases can turn on a single issue—especially intent—and why listening closely to clients can make or break a defense. Now on the defense side, John also shares what it's like transitioning from prosecutor to advocate—working with clients in crisis, navigating complex facts, and seeing firsthand that every case has more than one side.If you're a tax professional, attorney, or anyone curious about how criminal tax enforcement really works, this episode offers a rare insider perspective you won't hear anywhere else.Want to contact John? Email him at: jmulcahy@nixonpeabody.com

Tax Rep Network with Eric Green
Get Out of Tax Debt Now With Beverly Winstead

Tax Rep Network with Eric Green

Play Episode Listen Later May 14, 2026 13:40


In this inspiring and practical episode, Eric Green sits down with tax attorney and educator Beverly Winstead to break down one of the most overwhelming challenges taxpayers face: getting out of tax debt—and staying out.Drawing from her book Get Out of Tax Debt Now, Beverly shares not only the technical steps to deal with the IRS, but also the mindset shifts that are critical to overcoming financial struggles. From her journey as a student-athlete to running the Low Income Taxpayer Clinic at the University of Maryland, Beverly brings a unique blend of personal experience, resilience, and professional expertise to the conversation.This episode goes beyond tax strategy—it's about real-life challenges and real solutions. Beverly opens up about her own financial hardships, including student loan debt and facing foreclosure, and how those experiences shaped her mission to help others navigate the system with clarity and confidence.Whether you're a taxpayer feeling overwhelmed or a practitioner looking for a better way to guide clients, this episode delivers clear, actionable advice without the jargon.If you're tired of ignoring the problem and ready to take control, this conversation is your starting point.Grab a copy of Beverly's new book here!Want to contact Beverly? Email her at: beverly@irshelpattorneys.com.

Tax Rep Network with Eric Green
This Cannot Not Work

Tax Rep Network with Eric Green

Play Episode Listen Later May 7, 2026 8:30


In this week's episode, tax rep Network founder Eric Green discusses the issue of whether you can truly build a million-dollar IRS rep practice, and why he knows that it will absolutely work, if you commit to it. For those having self-doubts about their practice, listen to this short but powerful message.

Tax Rep Network with Eric Green
IRS Penalties Reversed? With Kenny Dettman

Tax Rep Network with Eric Green

Play Episode Listen Later May 7, 2026 18:42


A recent court ruling could unlock major refunds for taxpayers – but the clock is ticking. In this episode, Eric Green sits down with Kenny Dettman to break down the massive implications of the Kwong and Abdo decisions, as well as why they could mean widespread penalty and interest abatements tied to the COVID-era IRS shutdown period. At the center of it all? The IRS's handling of IRC §7508A during the federally declared disaster window from 2020 through mid-2023. According to recent rulings, deadlines may have been suspended, potentially invalidating penalties and interest assessed during that time. But here's the catch: the deadline to act is July 11, 2026. They also discuss scalable solutions, including new tools designed to automate transcript retrieval, calculations, and filings, giving both taxpayers and practitioners a way to act before time runs out. Whether you're a tax professional or a taxpayer, this is one of those “don't miss it” moments. Because come July 12… the opportunity may be gone for good. Tune in now and make sure you're not the one saying, “Why didn't I know about this?” Check out Penalty Back and see what you can recover here: https://trn.penaltyback.com/

Tax Rep Network with Eric Green
How To Answer Any IRS Question In 60 Seconds With Denis Mezheritskiy

Tax Rep Network with Eric Green

Play Episode Listen Later May 4, 2026 28:21


What if you could answer any IRS question—instantly, accurately, and with complete confidence?In this episode of the Tax Rep Network Podcast, Eric Green is joined by AI strategist Denis Mezheritskiy to unveil a game-changing breakthrough: a private, purpose-built AI “Core Brain” trained exclusively on real tax resolution expertise—not unreliable internet data.They break down how this new technology allows tax professionals to:Instantly access answers from over 700 vetted Q&As and decades of experienceEliminate delays, guesswork, and risky AI hallucinationsScale their practice without adding staffIncrease profitability while working fewer hoursBuild enterprise value with systems that reduce key-person riskThis isn't generic AI—it's a fully trained digital expert that thinks like a seasoned tax professional and delivers step-by-step, actionable guidance in seconds.If you've ever felt stuck waiting for answers, overwhelmed by IRS complexity, or limited by time and staffing—this episode will change how you think about the future of your practice.The question isn't whether AI will transform tax resolution… It's whether you'll be ahead of it or chasing it.Join Eric and Denis for the free webinar on May 7th here: https://taxrepllc.com/20260507-answer/

Tax Rep Network with Eric Green
Unfollow The Rules With Sharrin Fuller

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 30, 2026 24:44


What happens when you stop following the “rules” everyone says you're supposed to live—and build something entirely your own way?In this episode of the Tax Rep Network Podcast, Eric Green sits down with entrepreneur and author Sharrin Fuller to unpack her unconventional journey from teenage worker to salon owner… to self-taught accountant… to building and selling multiple firms.They dive into the real story behind her book Unfollow the Rules—including the highs, the hard lessons, and the parts most people never talk about. From skipping the traditional college path to navigating private equity deals, Sharrin shares what it actually takes to build a business that works for you—and what can go wrong if you're not prepared.If you've ever felt stuck, overwhelmed, or unsure how to scale—or exit—your firm, this episode is a must-listen. Raw, honest, and packed with hard-earned insight—this is one conversation you don't want to miss.

Vision ProFiles
Turning Eric green

Vision ProFiles

Play Episode Listen Later Apr 28, 2026 65:52


Marty, Dave and Eric discuss this week's news some Vision Pro apps where you don't want to look down.Apple Leadership: Ternus on Apple Vision Pro (9to5Mac)https://9to5mac.com/2026/04/23/john-ternus-explains-what-he-thinks-of-apple-vision-pro/New Apple CEO Reportedly Bearish on Vision Pro (Road to VR)https://www.roadtovr.com/apple-new-ceo-bearish-on-vision-pro/Vision Pro's Indecisive Leadership — How It Could Change (9to5Mac)https://9to5mac.com/2026/04/25/vision-pro-improvements-under-new-leadership-john-ternus/Vision Pro Creator Mike Rockwell Has Considered Leaving Apple (Bloomberg)https://appleday.org/vision-pro-creator-considered-leaving-apple/Joseph Simpson on Vision Pro Development (Good VR Podcast)https://www.goodvirtualreality.com/p/joseph-simpson-steps-into-apple-visionHollywood & Filmmaking: Jon Favreau Used Vision Pro Filming 'The Mandalorian & Grogu' https://www.roadtovr.com/star-wars-jon-favreau-apple-vision-pro/Vision Pro Transforms Star Wars Filmmaking Costs (TUAW)https://onenewspage.com/n/Technology/1ztf28o4ty/Apple-Vision-Pro-Transforms-Star-Wars-Filmmaking-Costs.htmApple Smart GlassesApple's Smart Glasses Aim at Meta's Ray-Bans (Geeky Gadgets)https://www.geeky-gadgets.com/apple-glasses-airpods-audio/Healthcare & WellnessSiemens Healthineers Launches Cinematic Reality for Vision Prohttps://www.siemens-healthineers.com/press/releases/cinematic-reality-applevisionproVision Pro Mindfulness for Pain and Anxiety in Hospital Patient (Cureus)https://www.cureus.com/articles/373238-utilizing-apple-vision-pro-for-mindfulness-intervention-to-reduce-pain-and-anxiety-in-a-hospitalized-patient-with-mixed-connective-tissue-disease-a-case-reportGaming & Mixed RealitySpatial Ops: Campaign Edition Launches on Vision Pro (GamesBeat)https://gamesbeat.com/resolution-games-launches-spatial-ops-on-apple-vision-pro/Spatial Ops on Vision Pro — Developer Details (XR Source)https://xrsource.net/11872/spatial-ops-campaign-edition-blasts-onto-apple-vision-pro/Asobi Spatial Edition 2D/3D Update (Reddit r/VisionPro)https://www.reddit.com/r/VisionPro/comments/1sud7r1/asobi_spatial_edition_2d3d_spatial_update_is_out/Playing Nintendo Switch on Vision Pro — User Guide (Reddit r/VisionPro)https://www.reddit.com/r/VisionPro/comments/1svode9/idiots_guide_for_playing_nintendo_switch_on/PC VR Streaming:KRVR — Native PCVR Streaming for Vision Pro (krvr.app)https://krvr.app/X-Plane 12 on Vision Pro with KRVR Passthrough Demo (YouTube)https://www.youtube.com/watch?v=E6eHpBXaNdQFoveated Streaming on visionOS 26.4 vs. ALVR (YouTube)https://www.youtube.com/watch?v=EohGugdFyk4iVRy Beta / AppDriver for Vision Pro Updated (Reddit r/VisionPro)https://www.reddit.com/r/VisionPro/comments/1sua5t6/ivry_beta_appdriver_for_visionpro_updated/Tips, Tricks & User CreationsStreamable Volumetric Video on Vision Pro (Reddit r/VisionPro)https://www.reddit.com/r/VisionPro/comments/1st6oyj/streamable_volumetric_video_is_here_on_apple/Elevated New York on Vision Pro — Worth $3 (Reddit r/VisionPro)https://www.reddit.com/r/VisionPro/comments/1stp1dx/elevated_new_york_got_me_nostalgicso_i_dropped_3/WeCrEat Laser Cutter + Vision Pro Passthrough (Reddit r/lasercutting)https://www.reddit.com/r/lasercutting/comments/1swfl7l/wecreat_vision_pro_pass_through_feeder/360° Spatial Multimodal AI on Vision Pro (Reddit r/ArtificialIntelligence)https://www.reddit.com/r/ArtificialInteligence/comments/1ss4520/worlds_first_ever_full_360_spatial_multimodel_ai/Developer & DesignRecreating Apple's Vision Pro Animation in CSS (CSS-Tricks)https://css-tricks.com/recreating-apples-vision-pro-animation-in-css/AppsSpaceRay — Convert 3D Video to Spatial Video (jamdillo.com)https://jamdillo.com/spaceray/Spatial Film — App Storehttps://apps.apple.com/us/app/spatial-film/id6670564820Macstockcounference.com use PODTALK at checkout for 50$ discountThePodTalk.NetThePodTalkNetwork@gmail.comYouTube.com/@VisionProFiles

Tax Rep Network with Eric Green
A Strange New World With Joe Woodard

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 27, 2026 40:32


In this episode, Eric Green sits down with Joe Woodard to break down the “strange new world” reshaping tax and accounting. They dive into how AI is transforming everything—from automating prep work to enabling firms to scale faster, leaner, and more profitably than ever before. What used to take months (and six figures) can now be built in hours, changing the game for practitioners. But this isn't about replacing professionals—it's about redefining them. Eric and Joe explain why the future belongs to those who shift from compliance work to advisory and representation, and how AI can solve the industry's staffing crisis while creating massive opportunity. If you want to understand where the profession is heading—and how to stay ahead of it—this is a conversation you can't afford to miss. Join Joe and Eric at Scaling New Heights in June: https://www.woodard.com/scaling-new-heights-2026

Tax Rep Network with Eric Green
The 5 Money Leaks Draining Your Firm With Michelle Weinstein

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 23, 2026 38:59


In this episode of the Tax Rep Network Podcast, Eric Green and Michelle Weinstein break down the five biggest money leaks that quietly drain profit, time, and energy from tax and accounting firms. From taking the wrong clients and giving away free advice to scope creep, accounts receivable, and operating without a real sales process, this conversation gets straight to the problems keeping firm owners overworked and underpaid. If you want to plug the leaks, charge with confidence, and build a more profitable practice, this episode is packed with practical insight.You can contact Michelle at https://theabundantcall.com

Tax Rep Network with Eric Green
Pricing With Confidence With Michelle Weinstein

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 16, 2026 30:57


In this episode of the Tax Rep Network Podcast, Eric Green sits down in person with Michelle Weinstein of The Abundant Accountant to talk about one of the biggest challenges firm owners face: pricing with confidence. They dig into why AI and automation should make your firm more profitable—not cheaper—how to stop undercharging, why getting paid upfront changes everything, and what it really takes to build a firm that delivers more revenue with less stress. If you want to charge what you're worth, improve your sales process, and create a more profitable practice, this episode is a must-listen. You can contact Michelle at https://theabundantcall.comFor more information, click https://ignitionapp.com.Click https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

The Adaptive Zone
How Running Slower Made Eric 1 Hour Faster in the Marathon

The Adaptive Zone

Play Episode Listen Later Apr 14, 2026 31:43


Connect with Us:If you're an injured runner we can help you get back to running pain-free.Book a free call with us:⁠https://matthewboydphysio.com/booking/⁠Running Fundamentals Course:⁠https://matthewboydphysio.com/running-fundamentals-course/⁠Instagram:⁠https://www.instagram.com/matthewboydphysio/⁠SummaryIn this episode, Eric Green shares his journey through marathon training, injury setbacks, and the lessons learned about pacing, fueling, and consistency. Discover how a slow, disciplined approach transformed his running and led to a personal best. Eric discusses the challenges of balancing training, injury recovery, travel, and family life, emphasizing how slowing down his training pace and focusing on nutrition and strength significantly improved his performance.He provides details of his injuries, such as stress fractures and shin splints, and explains how patience and guidance were crucial in his recovery. Eric highlights the importance of respecting the training process over seeking quick fixes or shortcuts. He describes the mental shift from impulsive racing to embracing the sport's discipline and process, showing how consistent training, fueling, and strength work contributed to his marathon success. Additionally, Eric offers insights into the psychological resilience he built through injury setbacks and persistence.TakeawaysRunning slow helps build endurance and prevent injuriesConsistent fueling and gym work support long-distance runningPatience and persistence are key to marathon successFocusing on the process rather than instant results shifts effort into sustainable habits, unlocking long-term improvement.View setbacks as necessary parts of the process, not failures, each recovery period is a hidden investment in future performance.This mental shift challenges deep-seated beliefs about effort and speed, enabling a focus on quality over quantity.Embrace easy runs as a strategic tool for long-term growth.Focus on listening to your body, backing off when needed, and building gradually to minimize setbacks.

Weekend Shows
Community Matters 4-12-26

Weekend Shows

Play Episode Listen Later Apr 13, 2026 30:01 Transcription Available


This week's show featured Scouting America's Chris Mehaffey and United Way's Matt Wallen giving the area a head's up about their upcoming “Scouting for Food” drive, ServeNebraska executive director Cathleen Plager detailing the nominating process for their annual “Step Forward Awards” for volunteerism, and the Florentine Players' Derek Kowal and Eric Green inviting the public to this local, nonprofit community theater group's latest production.

Tax Rep Network with Eric Green
Lost Refunds And IRS Chaos With Leighanne Lafrenz Nickle

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 9, 2026 29:22


Eric Green is joined again by Leighanne Lafrenz Nickle, CPA, to unpack the little-known Section 6511(h) “financial disability” rule and how it can help taxpayers recover refunds even after the normal deadline has passed. They share real case stories, practical strategies, and hard-earned lessons on transcripts, lost returns, stalled refunds, and navigating IRS dysfunction when the system breaks down. A must-listen for tax professionals handling controversy and refund cases.Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.com

Tax Rep Network with Eric Green
IRS Overreach In Action With Leighanne Lafrenz Nickle

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 2, 2026 46:49


In this episode of the Tax Rep Network Podcast, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, for a lively discussion on ERC claims, IRS due diligence audits, preparer penalties, and the growing problem of IRS overreach. Drawing from real cases and frontline experience, they break down what tax professionals need to know about refund deadlines, documentation, aggressive auditors, and why strong representation matters more than ever. If you handle tax controversy work, this episode is packed with practical insight you can use right now.Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.com.

TEDTalks Health
Interview: The future of gene sequencing with Dr. Eric Green

TEDTalks Health

Play Episode Listen Later Mar 10, 2026 35:06


Eric Green is a genomic researcher whose work with the Human Genome Project on mapping and sequencing DNA has revolutionized the medical field. From sampling patients' DNA through blood tests to screen for diseases to identifying which medicine works best with your DNA, Green argues that genomic sequencing isn't just effective—it's economical.Learn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.

Tax Rep Network with Eric Green
Blow Up Your Practice With Retargeting With David DeBlasio

Tax Rep Network with Eric Green

Play Episode Listen Later Mar 9, 2026 28:58


What if you could follow your ideal clients across the internet—for pennies—and turn clicks into long-term revenue? In this episode of the Tax Rep Network Podcast, Eric Green sits down with digital marketing strategist David DeBlasio, founder of DeBlasio New Media Marketing, to break down how retargeting, AI-driven ad platforms, and lookalike audiences are transforming how tax professionals grow their practices. Eric shares the real story behind how retargeting ads dramatically scaled Tax Rep Network—reaching over 150,000 people and driving 16,000 website visitors on a modest budget. Dave explains how even small firms can dominate their local markets using data-backed ad strategies that were once only available to massive corporations.Whether you're a CPA, EA, attorney, or tax resolution professional looking to scale, this episode makes one thing clear: digital marketing is no longer a luxury—it's the most cost-effective growth engine available.If you're serious about building a million-dollar practice, this conversation is your roadmap.Want to contact Dave DeBlasio? Go to https://deblasiomarketing.com/.

Tax Rep Network with Eric Green
The Ground Is Hot

Tax Rep Network with Eric Green

Play Episode Listen Later Feb 24, 2026 6:45


In this episode of the Tax Rep Network Podcast, Eric Green shares a powerful lesson sparked by a conversation with former New York Giants legend Leonard Marshall. Reflecting on the iconic 1990 NFC Championship hit on Joe Montana, Eric breaks down the mindset that separates the ordinary from the elite: never quit.At LSU, Leonard was taught that “the ground is hot” — if you're down, you get up. Fast. That same mentality applies to building a tax representation practice. Success isn't built on the easy days. It's built on the dark, frustrating, stormy days when you want to quit — but don't.Eric connects this championship-level discipline to growing a million-dollar practice: keep producing content, keep speaking, keep marketing, keep grinding. It must work — if you don't stop.If you want next-level results, you need next-level persistence. Brick by brick. Play by play. No quitting.

Tax Rep Network with Eric Green
What's Your Game Plan? With Dr. Rick Wells

Tax Rep Network with Eric Green

Play Episode Listen Later Feb 16, 2026 41:07


Feeling overwhelmed? You don't need more hustle—you need a game plan. In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention. They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you're scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.Contact Rick Wells at rwells@baystatefinancial.com.Download the free The Tax & Accounting Professional's Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.

Tax Rep Network with Eric Green
Scared You'll Screw Up?

Tax Rep Network with Eric Green

Play Episode Listen Later Feb 9, 2026 6:24


You're afraid you'll screw up a tax rep case. Totally normal. In this episode, Eric Green breaks down what actually matters, what's fixable, and why almost nothing in representation is fatal. If fear is holding you back, this one's for you.

Tax Rep Network with Eric Green

Want to do IRS representation but don't know where to begin? In this episode, Eric Green breaks down a simple, proven roadmap for handling audits, balances due, penalty abatement, and non-filers—starting with the one step that drives every successful case: compliance. Learn how to think strategically, avoid common mistakes, and build a scalable, high-value representation practice with confidence.Download our free guide "Where to Begin: A Roadmap for IRS Representation" HERE.

Seeing Them Live
S04E01, Part 1 of 2 – The Encore: Wrapping Up 2025's Live Music Scene

Seeing Them Live

Play Episode Listen Later Jan 18, 2026 64:44


Welcome to the second annual Seeing Them Live Year End Concert Review show, where a panel of returning guests shares their favorite live music experiences from 2025. Host Charles brings together an eclectic group of music enthusiasts including award-winning documentary filmmaker Eric Green, podcast host Jessica Catena, nurse practitioner Summer, antique shop owner Art Gregg, executive assistant Dawn Fontaine, accountant Steve Pothel, high school teacher Andy, and producer Doug Flozak to discuss the concerts that defined their year.Eric Green kicks off the discussion with an impressive lineup that showcased both legendary side projects and emerging talent. His year began with Close Enemies featuring Aerosmith bassist Tom Hamilton at City Winery Boston, followed by Kim Deal's solo tour at the Wilbur Theater. He caught Benmont Tench of Tom Petty and the Heartbreakers fame doing an intimate VH1 Storytellers-style performance, and witnessed Shane Hawkins honoring his late father Taylor Hawkins with Chevy Metal at Brighton Music Hall. Eric also saw the Joe Perry Project's supergroup lineup featuring Chris Robinson and Robert DeLeo, enjoyed a nostalgic double bill of Billy Idol and Joan Jett at the Xfinity Center, caught the rising stars Wet Leg at a packed Roadrunner Boston show, experienced Jeff Tweedy's multigenerational band at Royale, and closed out his year with Throwing Muses at the new Racket venue in New York City.Jessica Catena attended three memorable indoor concerts that kept her dry after previous years of rain-soaked shows. She saw young jazz sensation Samara Joy at the newly renovated Ridgefield Playhouse in Connecticut with her uncle, experienced the Broadway spectacle of Moulin Rouge featuring Wayne Brady and Taye Diggs with updated contemporary songs, and capped off her year at iHeartRadio's Jingle Ball at Madison Square Garden, where she saw Ed Sheeran, Laufey, and a diverse lineup of pop and folk artists while dealing with some challenging sightlines.Summer's concert year included the intimate Metro show with Bridget Calls Me Baby where her son met the bass player's parents, a record-breaking night at Lollapalooza featuring Olivia Rodrigo's surprise Weezer collaboration, an energetic Yungblud performance at the Riviera that included some crowd drama, and a unique operatic interpretation of Smashing Pumpkins' Melancholy and the Infinite Sadness at the Lyric Opera of Chicago during a snowstorm.Art Gregg had a remarkable year highlighted by three unforgettable shows. He saw childhood hero Burton Cummings of The Guess Who at the North Shore Center for Performing Arts after accidentally meeting him in the lobby without recognizing him, caught Michael Schenker's 50 Years with UFO celebration at the Desplaines Theater, and scored a last-minute ninth-row ticket to see Robert Plant at the intimate Vic Theatre, where the Led Zeppelin legend performed six classic songs including an electrifying version of Ramble On that earned a rare standing ovation.Charles rounds out the discussion by mentioning his own concert experiences at new Chicago venues including Space in Evanston where he saw Mdou Moctar and The Old 97s, the female-focused Motoblot festival at Beat Kitchen, an incredible Buddy Guy performance at the Rialto Square Theater where the 89-year-old blues legend walked through the aisles playing guitar, shows at the new Garcia's venue and City Winery, and his anticipation for an upcoming Iron Maiden show. The episode concludes with a teaser for part two, which will feature Dawn's private jet experience with the Rolling Stones, Andy's Bonnaroo adventure, and Steve's concert highlights.BANDS: Aerosmith, Alex Warren, Bachman Turner Overdrive, Belly, Benmont Tench, Billy Idol, Black Crows, Black Sabbath, Bob Dylan, Bridget Calls Me Baby, Burton Cummings, Chapel Rowan, Chevy Metal, Close Enemies, DJO, Dogs in a Pile, Ed Sheeran, Elastica, Elastica, Elvis, Foo Fighters, Foghat, Foster the People, Gary Newman, Generation X, Gigi Perez, Guns N Roses, Iron Maiden, Jeff Tweedy, Joan Jett and the Blackhearts, Joe Perry Project, Johnny Cash, K-pop band Monsta X, Katy Perry, Kim Deal, King Gizzard, Laufey, Led Zeppelin, Led Zeppelin 2, Liz Fair, Mdou Moctar, Metallica, Michael Shanker, Miles Smith, Ministry, Neil Young, Nelly, Nine Inch Nails, Olivia Rodrigo, Ozzy Osborne, Pixies, Psychedelic Furs, Radiohead, Robert Plant, Rolling Stones, Runaways, Samara Joy, Sarah Larson, Shonen Knife, Smashing Pumpkins, Soraia, Stone Temple Pilots, Taylor Hawkins, The Babies, The Beatles, The Black Crows, The Boudines, The Breeders, The Guess Who, The Old 97s, The Police, The Scorpions, The Velvet Underground, Throwing Muses, Tom Petty and the Heartbreakers, UFO, Van Halen, Walk the Moon, Wayne Brady, Weezer, Wet Leg, Wilco, Wrought Iron Soul, Yungblud.VENUES: Aragon Ballroom, Barclays, Beat Kitchen, Box Center Wang Theater (Boston), Brighton Music Hall (Boston), City Winery (Boston), City Winery (Chicago), Credit Union One Amphitheater, Desplaines Theater, Garcia's, Grant Park, Great Woods (Xfinity Center in Mansfield, Massachusetts), House of Blues, Lyric Opera of Chicago, Madison Square Garden, Metro, North Shore Center for Performing Arts (Skokie, Illinois), Penn Station, Racket (New York City/Chelsea), Ravinia, Rialto Square Theater, Ridgefield Playhouse, Riviera, Roadrunner Boston, Royale (Boston), Salt Shed (Chicago), Sonia (Cambridge, Massachusetts), Space (Evanston, Illinois), Thalia Hall, Tweeter Center, Vic Theatre (Chicago), Wilbur Theater (Boston), Wrigley Field, Xfinity Center (Mansfield, Massachusetts). PATREON:https://www.patreon.com/SeeingThemLivePlease help us defer the cost of producing this podcast by making a donation on Patreon.WEBSITE:https://seeingthemlive.com/Visit the Seeing Them Live website for bonus materials including the show blog, resource links for concert buffs, photos, materials related to our episodes, and our Ticket Stub Museum.INSTAGRAM:https://www.instagram.com/seeingthemlive/FACEBOOK:https://www.facebook.com/profile.php?id=61550090670708

new york city chicago babies house dogs space walk moon ministry police illinois massachusetts blues broadway jazz ufos beatles connecticut rolling stones elvis foster garcia bob dylan metro metallica katy perry runaways belly madison square garden ed sheeran wrapping up led zeppelin johnny cash foo fighters neil young performing arts radiohead van halen aerosmith tom petty iron maiden pile black sabbath live music weezer generation x olivia rodrigo royale scorpions mansfield smashing pumpkins lollapalooza barclays moulin rouge nine inch nails guns n roses pixies riviera music podcasts guess who wilco velvet underground billy idol rock music evanston wrigley field joan jett melancholy robert plant breeders taylor hawkins racket music scene heartbreakers side projects stone temple pilots documentary filmmaker bonnaroo king gizzard buddy guy wayne brady taye diggs yungblud jeff tweedy wet leg chris robinson penn station city winery blackhearts foghat psychedelic furs ozzy osborne laufey year end review grant park jingle balls infinite sadness lyric opera tom hamilton michael schenker monsta x bachman turner overdrive alex warren elastica djo kim deal samara joy throwing muses mdou moctar soraia burton cummings ravinia black crows ramble on shonen knife benmont tench eric green thalia hall tom petty and the heartbreakers wilbur theater beat kitchen robert deleo sarah larson host charles xfinity center concert reviews vh1 storytellers gary newman vic theatre ridgefield playhouse iheartradio jingle ball city winery chicago brighton music hall
Tax Rep Network with Eric Green

Everyone wants to make more money – but most people are focused on the wrong thing. In this solo episode, Eric Green breaks down why obsessing over small expenses is a losing game – and how shifting your focus to revenue, billing, and productivity is what actually moves the needle. Using real-world examples from law firms and professional practices, Eric explains where cost-cutting makes sense, where it doesn't, and why “looking up” instead of down can add hundreds of thousands to your bottom line. If you're serious about growth, this episode is your wake-up call.

Pharma and BioTech Daily
Immuno-Oncology Advances and CRISPR Innovations: Key Industry Shifts

Pharma and BioTech Daily

Play Episode Listen Later Jan 12, 2026 5:21


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of transformative updates reshaping drug development and patient care across the globe.Starting with a major collaboration between Roche and Medilink Therapeutics that has captured industry attention. Roche is making a strategic move by committing $570 million to partner on an antibody-drug conjugate, or ADC, targeting the B7-H3 immune checkpoint protein. This partnership underscores a broader industry trend focusing on immuno-oncology. ADCs have become pivotal due to their ability to deliver cytotoxic agents precisely to tumor cells, reducing systemic exposure and minimizing side effects. This precision not only enhances efficacy but also improves patient experience, marking a significant stride in cancer treatment modalities.In another strategic alliance, Pfizer has entered into a $50 million deal with Madrigal Pharmaceuticals for a DGAT2 inhibitor. Madrigal plans to pair this with its liver disease treatment, Rezdiffra, aiming to amplify therapeutic outcomes in liver conditions. This highlights an increasingly popular approach in medicine: polypharmacy and combination therapies. By tackling diseases from multiple angles, these therapies promise more comprehensive management of complex conditions, reflecting a shift towards more personalized and effective treatment strategies.Turning our attention to the startup landscape, "Baby KJ" Scientist has launched a new personalized CRISPR therapy company with $16 million in initial funding from Menlo Ventures. This venture signals growing interest in CRISPR technology for crafting bespoke genetic therapies. The potential for CRISPR lies in its ability to edit genomes precisely, opening possibilities for treating genetic disorders at their root cause and tailoring interventions to individual patients' genetic profiles.On the financial front, Aktis Oncology's successful IPO stands out, raising an impressive $318 million through an upsized offering. This achievement not only illustrates investor confidence in biotech but also suggests a more favorable atmosphere for upcoming biotech ventures seeking public funding. A robust financial ecosystem is crucial for fostering innovation and bringing cutting-edge therapies from the lab bench to the bedside.In another exciting development, Airnexis Therapeutics has secured $200 million to advance its COPD treatment asset in collaboration with a Chinese pharmaceutical firm. The total deal could reach up to $955 million in what's known as biobucks—a term used for milestone payments in biotech partnerships. This collaboration exemplifies the globalization of biotech partnerships, emphasizing the strategic importance of tapping into diverse markets for drug development and commercialization.Meanwhile, Ollin Biosciences is making waves with promising results from its bispecific antibody trial. The antibody showed superior efficacy in treating diabetic macular edema compared to Genentech's Vabysmo. This success potentially sets a new benchmark for retinal disease therapies and highlights the rapid evolution of bispecific antibodies. These agents can engage multiple targets simultaneously, offering enhanced therapeutic potential across various conditions.Leadership dynamics are also influencing the sector. Charles Fuchs has transitioned from his role as Roche's Global Head of Oncology and Hematology Product Development to Tubulis. Such moves suggest potential shifts in strategic focus for both companies involved, reflecting broader trends in leadership realignments within the industry. Additionally, Illumina's appointment of Eric Green as Chief Medical Officer showcases another instance of experienced leaders taking pivotal roles within companies at the forefront of genomic research. Such appointments underscore the imSupport the show

Tax Rep Network with Eric Green
From Overwhelmed To Unstoppable With Roger Knecht

Tax Rep Network with Eric Green

Play Episode Listen Later Jan 5, 2026 30:21


In this episode of the Tax Rep Network Podcast, Eric Green is joined by Roger Knecht, founder of Universal Accounting, for a candid, wide-ranging conversation about sacrifice, overwhelm, clarity, and the realities of entrepreneurial success.Drawing from decades of experience training accounting and bookkeeping professionals, Roger breaks down why success isn't about working harder – it's about having clear goals, making intentional tradeoffs, and staying focused when life inevitably gets in the way. Together, Eric and Roger explore why overwhelm causes so many practitioners to quit, how breaking big goals into small daily actions creates momentum, and why surrounding yourself with the right community can normalize success and accelerate growth.If you're feeling stuck, overwhelmed, or questioning whether building your own practice is worth the effort, this episode offers both perspective and practical guidance—without the hype.Contact Roger Knecht here: https://www.linkedin.com/in/rogerknecht/Join us at GrowCon in May 2026 here: https://universalaccountingschool.com/growcon-2026/

Tax Rep Network with Eric Green
Whistleblowers, Tax Justice & The Fight For Reform

Tax Rep Network with Eric Green

Play Episode Listen Later Dec 30, 2025 35:17


A Conversation With Stephen KohnWhistleblower legend Stephen Kohn joins Eric Green for a no-BS look inside the world of tax whistleblowing, billion-dollar recoveries, and why the IRS program is failing to live up to its potential.From the UBS case that shook Swiss banking to the bipartisan bill that could finally fix the system, Stephen breaks down what's working, what's broken, and why whistleblowers remain America's best weapon against large-scale tax cheats.If you care about tax justice, enforcement, or the future of whistleblower law, this fast-moving conversation is essential listening.Click here to Contact your Representative today to advocate for the inclusion of the reforms in the Taxpayer Assistance and Service Act.Contact Steve Kohn at https://kkc.com/our-whistleblower-law-firm/our-whistleblower-lawyers/stephen-m-kohn/

Tax Rep Network with Eric Green
The Psychology Of Pricing With Etinosa Agbonlahor

Tax Rep Network with Eric Green

Play Episode Listen Later Dec 18, 2025 34:37


Think your pricing is “fine”? Think again.In this fast-moving episode, Eric Green sits down with behavioral economist Etinosa Agbonlahor to expose the hidden psychology behind why tax pros and accountants chronically underprice their services—and what to do about it.Etinosa breaks down how clients actually make financial decisions, why they rarely notice price increases, and how your lack of confidence may be costing you thousands. You'll hear real stories from the tax trenches, the behavioral biases sabotaging your pricing, and the simple shifts that instantly boost your revenue.If you want clients who gladly pay for your expertise, this episode is your roadmap.Get ready to rethink everything you know about pricing.Want to contact Etinosa? Go to https://decisionalpha.co/

Tax Rep Network with Eric Green
Create Revenue By Staying Compliant With Frank Tumminello

Tax Rep Network with Eric Green

Play Episode Listen Later Dec 10, 2025 30:14


Eric Green and File Forms' Frank Tumminello dive into year-end compliance and how to create a whole new revenue stream, helping clients stay compliant. They give an inside look at FileForms' growth and technology innovations, discuss upcoming state filing deadlines, and explain how the FileForms partnership program can boost your firm's revenue and client value. Check out FileForms here: https://taxrepllc.com/partner-fileformsJoin Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/

Tax Rep Network with Eric Green
A Sit-Down With Lucifer's Banker, Brad Birkenfeld

Tax Rep Network with Eric Green

Play Episode Listen Later Dec 8, 2025 63:26


In this explosive episode, Eric Green sits down with Bradley Birkenfeld, the iconic UBS whistleblower known worldwide as “Lucifer's Banker.” Birkenfeld shares the inside story of how he exposed the largest tax-evasion scheme in history, triggered a global crackdown on secret offshore banking, and ultimately helped return $40 billion to U.S. taxpayers. He is also the author of the book Lucifer's Banker Uncensored.From his rise inside the elite world of Swiss private banking to the shocking discovery of a secret memo that revealed UBS was preparing to scapegoat its own bankers, Birkenfeld walks listeners through the high-stakes decisions that led him to blow the whistle and the stunning retaliation he faced from the U.S. Department of Justice.Eric and Brad dig into:How Swiss banking really worked behind the scenesHow 19,000 secret U.S. accounts and billions in hidden assets came to lightWhy did the DOJ attack the whistleblower instead of the offendersThe political power networks that shielded UBS from full exposureThe Senate investigation that broke the case wide openWhat it actually takes to bring a successful IRS whistleblower claimThe global impact of Brad's disclosures — and why the fight is far from overUnfiltered, riveting, and backed by original documents and firsthand experience, this conversation pulls back the curtain on one of the most consequential financial scandals in modern history. Whether you're a tax professional, attorney, compliance expert, or simply someone who loves a real-world thriller, this is an episode you won't forget.Join us for a free webinar with Eric and Brad on January 8th – you can register here: https://taxrepllc.com/20260108-whistleblower/

Tax Rep Network with Eric Green
From $100K to $1 Million

Tax Rep Network with Eric Green

Play Episode Listen Later Dec 3, 2025 44:26


Eric Green sits down with “America's Favorite EA,” Timalyn Bowens, to talk about why now is the moment for tax pros to step up, get their EA, and start building real businesses - not just jobs. They dig into how the EA credential opens doors far beyond tax prep, why so many pros get stuck at the $100K mark, and what it actually takes to scale toward a million-dollar practice with automation, advisory work, and smart systems. Timalyn also shares her journey from public accounting to running a virtual firm, the mindset shifts that beat imposter syndrome, and how community, mentorship, and consistency can transform your career one step at a time.

Tax Rep Network with Eric Green
How To Make $1,700 An Hour

Tax Rep Network with Eric Green

Play Episode Listen Later Nov 26, 2025 11:38


In this episode, Eric Green shares one of his most talked-about stories from How to Build a Million-Dollar Tax Practice — how he turned a Friday-night IRS levy call into $1,700 an hour. Eric breaks down exactly how he structured the fee, motivated the client, and resolved the case in just two days while saving the taxpayer thousands. Learn the mindset, pricing strategy, and client-management tactics that make flat-fee tax resolution highly profitable — and why setting boundaries and expectations is key to running a successful practice.

Tax Rep Network with Eric Green
How To Exit Rich With Michelle Seiler Tucker

Tax Rep Network with Eric Green

Play Episode Listen Later Nov 19, 2025 33:23


Ready to sell your business (or your practice) and get maximum value?In this episode, Eric Green sits down with Michelle Seiler Tucker, Wall Street Journal & USA Today bestselling author of Exit Rich, to break down how buyers really value businesses today and why most owners are accidentally building a job, not a saleable asset.You'll learn:Michelle's 6 P's that drive business valueWhy recurring revenue, automation & subscription models explode your multipleHow accountants and tax pros can help clients exit rich (and get paid for referrals)Join Eric and Michell for a Free Webinar on December 12 by registering here. Connect with Michelle on LinkedIn.

Tax Rep Network with Eric Green
Planes, Yachts & Automobiles: Cracking IRS § 280F With Victoria Boon

Tax Rep Network with Eric Green

Play Episode Listen Later Oct 1, 2025 17:13


Former IRS subject matter expert Victoria “Vicki” Boon joins Eric Green to reveal the truth about § 280F and why taxpayers so often stumble when writing off planes, yachts, RVs, and cars. With 22 years inside the IRS, Vicki explains what examiners really look for, the documentation that makes or breaks a case, and the common myths that cost clients big. If you want to bulletproof deductions and avoid audit disasters, this is the episode you can't miss.Want to join the webinar on October 16th with Vicki and Eric? Register here: https://taxrepllc.com/20251016-writeoff/

Pastor to Pioneer
Episode 81: Saturation vs. Sustainability- Brad Pickens and Eric Green

Pastor to Pioneer

Play Episode Listen Later Oct 1, 2025 70:43


In this episode of the Pastor to Pioneer podcast, Britton hosts Brad Pickens and Eric Green, who share their transformative journey from being church elders in a mega church to establishing a network of micro churches focused on discipleship and community. They discuss their personal faith journeys, the challenges of transitioning from traditional church models, and the importance of fostering intimate relationships within their new church context. The conversation highlights the need for a shift in discipleship dynamics, emphasizing the role of families and the community in spiritual growth.

Tax Rep Network with Eric Green
Pricing IRS Rep Work With A Chaotic IRS With Patrick Wanzer

Tax Rep Network with Eric Green

Play Episode Listen Later Sep 22, 2025 38:02


Pricing tax representation is tough—and with today's chaotic and understaffed IRS, it's even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.

Tax Rep Network with Eric Green
Turning Compliance Into Profit: How RCReports & FileForms Streamline Advisory Services With Paul Hamann And Frank Tumminello

Tax Rep Network with Eric Green

Play Episode Listen Later Sep 5, 2025 24:36


Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients' money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/

Tax Rep Network with Eric Green
IRS Chaos And Taxpayer Fallout: What Practitioners Need To Know With Carlos Samaniego

Tax Rep Network with Eric Green

Play Episode Listen Later Sep 2, 2025 32:08


In this episode of the Tax Rep Network Podcast, Eric Green and Carlos Samaniego sit down at the Mashantucket Pequot Tribal Nation's community center for a wide-ranging and candid discussion about the IRS's current state of disarray and what it means for tax professionals and their clients. From the revolving door of IRS Commissioners to the DOJ's surprising shift toward denaturalization cases tied to tax filings, they break down how these developments create both risks and opportunities for practitioners. Eric and Carlos also expose troubling practices among large tax resolution firms, explain why state tax agencies like Connecticut and California are often more aggressive than the IRS, and highlight strategies for protecting clients caught in the chaos. Whether you are a tax pro navigating refund lawsuits or competing against the “big box” resolution companies, this conversation delivers real-time insights, war stories, and actionable advice for surviving – and thriving – in today's turbulent enforcement environment.

Tax Rep Network with Eric Green
How Long Can You Live Without Your Income With Elza Sarkisian

Tax Rep Network with Eric Green

Play Episode Listen Later Aug 29, 2025 37:13


If your paycheck stopped tomorrow, how long could you last – weeks, maybe months? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with Elza Sarkisian of Northwestern Mutual to discuss the financial risk too many professionals overlook: disability insurance.You'll learn:Why your income – not your house or retirement account – is your greatest asset.The staggering odds of becoming disabled before retirement.How disability insurance protects your lifestyle, your family, and your business.What tax professionals need to know about coverage and planning.Packed with real-life stories and practical strategies, this episode is a must-listen for anyone who depends on a paycheck – and every advisor who wants to elevate their value.Join Eric and Elza for the free webinar on this topic on September 10th by registering here: https://taxrepllc.com/20250910-income/Contact Elza at elza.sarkisian@nm.com

Tax Rep Network with Eric Green
Productize Your Value: How Accountants Can Build Scalable, High-Profit CFO Services With Adam Lean

Tax Rep Network with Eric Green

Play Episode Listen Later Jun 23, 2025 33:18


Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.

Tax Rep Network with Eric Green
Automate, Elevate & Get Paid: Building A Profitable Practice With Ignition With Dawn Brolin

Tax Rep Network with Eric Green

Play Episode Listen Later May 9, 2025 34:39


Tax season is finally over—and now it's time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear.What started as a casual catch-up quickly turned into a masterclass in firm automation, client management, and how to make tax season less chaotic—and way more profitable - by implementing Ignition. Dawn breaks down how she completely transformed her practice by requiring engagement letters and full prepayment before a single return goes out the door. From raising prices after January 31st to revoking unsigned engagements, she shares how setting boundaries with clients turned her firm into a cashflow machine—dropping $40K/month into her account on autopilot.Eric shares his own lessons from managing hundreds of open IRS representation matters and the moment he knew it was time to stop chasing payments and start using Ignition to get organized, get paid, and get peace of mind. Together, they highlight how implementing Ignition streamlined client onboarding, automated follow-ups, and eliminated the dreaded “double consult” by embedding personalized videos into engagement letters.From leveraging subscription pricing to firing problematic 1040 clients with grace, Dawn and Eric unpack the mindset shift that helped them reclaim their time and build practices that run smoother, serve better clients, and make more money. You'll hear real-life examples, laugh-out-loud client stories (like charging extra for removing staples!), and the powerful idea that if you're doing high-value work, you should absolutely be charging for it.Whether you're a CPA, EA, attorney, bookkeeper, or anyone else working in the tax world, this episode is a wake-up call: you are not a charity, and your time is too valuable to give away. Now is the time to set up systems, raise your prices, and stop doing everything manually.If you're tired of the billing chaos, constant follow-ups, and late-night April 15th scrambles, this episode will inspire you to make a change that could permanently improve your practice—and your life.

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later May 7, 2025 36:35


On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric's extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagements. Additionally, the conversation explores innovative approaches and practical insights for building trust and delivering superior advisory services. Thank you to our show sponsor, Brex!Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast

Tax Rep Network with Eric Green
Building The Premier Accounting Practice

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 15, 2025 28:13


So, where do you begin when building a premier accounting and tax practice? How do you train and manage staff, expand services, and turn your firm into a self-sustaining business? Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job into a profitable, scalable business. They dive into the key pillars of a thriving firm, the importance of positioning your value to clients, and why advisory services are the future of accounting. Whether you're looking to grow your firm, improve efficiency, or add new revenue streams, this episode provides actionable insights to help you build a business that works for you—rather than the other way around.

Tax Rep Network with Eric Green
Screw The IRS - Fear The State!

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 9, 2025 37:15


Screw the IRS - it is the state Dept of Revenue that you need to fear! In this week's episode, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, to discuss state enforcement horror stories and how things can quickly go off the rails when the state decides it needs more money. They review personal horror stories and explain why you need to be aggressive in challenging any proposed changes or balances due from the state.

Tax Rep Network with Eric Green
5 Steps To Solve Any Tax Debt

Tax Rep Network with Eric Green

Play Episode Listen Later Mar 22, 2025 8:57


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

Tax Rep Network with Eric Green
How Relationship Pricing Works With Dawn Brolin

Tax Rep Network with Eric Green

Play Episode Listen Later Mar 5, 2025 27:56


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.

Tax Rep Network with Eric Green
Trump And Elon Era: Is This The End For The IRS?

Tax Rep Network with Eric Green

Play Episode Listen Later Feb 26, 2025 36:07


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.

Tax Rep Network with Eric Green
Step-By-Step Guide To Resolving Any Tax Case Like A Pro

Tax Rep Network with Eric Green

Play Episode Listen Later Feb 7, 2025 21:38


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.