Tax Rep Network with Eric Green

Your clients trust you with their taxes—but who is asking them the questions that could protect their family, their business, and their financial future? In this episode, Eric Green sits down with financial advisors Rick Wells and Doug D’Andrea to discuss the planning conversations every tax professional should be having with clients. From life and disability insurance to retirement planning, buy-sell agreements, long-term care, and estate planning, these are issues clients often overlook until it’s too late. They also explore why these conversations represent a major opportunity for tax professionals to move beyond compliance and into higher-value advisory services—without necessarily becoming financial advisors themselves. Plus, Eric shares real-world examples of what happens when clients fail to plan—and how tax professionals can help make sure those conversations happen before there is a crisis. Download the free “10 Estate Planning Questions Every Tax Professional Should Ask Every Client” resource and learn how to start these conversations in your own practice. Register for the free webinar series “What Happens When a Client Dies” here: https://taxrepnetwork.com/programs/estate-planning Download our free Guide “The 10 Estate Planning Questions Every Tax Pro Should Ask Every Client” here: https://taxrepnetwork.com/resources Contact Rick Wells here: [email protected] Doug D’Andrea here: [email protected]

What if the key to growing your tax or accounting firm isn’t working harder or hiring more people—but eliminating the work you shouldn’t be doing in the first place?Eric Green sits down with JC Franzen, Director of Product Sync & Integrations at BILL, to explore how AI, automation, and a smarter technology stack are changing the economics of running a tax and accounting practice.They discuss how firms can automate time-consuming back-office work like accounts payable, receivables, expense management, invoice processing, approvals, and data entry—and use that newfound capacity to serve more clients, expand into higher-value advisory services, and increase profitability without proportionately increasing overhead.JC also explains how AI is helping identify unusual transactions, reduce costly human errors, and automate tasks that once consumed hours of staff time.Eric and JC also tackle the ROI question: if technology can turn hours of administrative work into minutes, the opportunity isn’t simply to save money—it’s to build a more scalable and profitable firm.If you’re still writing checks, manually entering invoices, chasing payments, or paying staff to perform repetitive administrative work, this episode may change the way you think about your practice.Check out Bill.com here: https://www.bill.com/TRNWant to contact JC Franzen? She is on LinkedIn here: https://www.linkedin.com/in/jaunice-franzen/

The IRS has fewer employees. Artificial intelligence is taking on a bigger role. Enforcement is becoming more targeted. And the way cases are selected, worked—and appealed—may be about to change dramatically.So what does that mean for taxpayers and the professionals who represent them?Tax Rep Network Founder Eric Green sits down with former IRS SB/SE Commissioner Darren Guillot. Now on the other side of the table, Guillot offers a rare insider’s perspective on where the IRS is headed.They dig into the impact of the dramatic reduction in the IRS workforce, why enforcement revenue matters far beyond the dollars actually collected, and how the agency may use AI and massive amounts of taxpayer data to identify the cases most worth pursuing.Guillot also explains why AI could fundamentally change IRS audits—allowing the agency to spot risk earlier, select better cases, automate routine collection work, and concentrate experienced revenue officers and agents on higher-dollar and more complex taxpayers.Is the Independent Office of Appeals really independent? Why are some cases sitting in Appeals for years only to result in a “take 15–20% or go to court” settlement? And has Appeals drifted away from what Guillot himself helped design through the Appeals Judicial Approach and Culture (AJAC) initiative?If you represent taxpayers before the IRS, this is a conversation you’ll want to hear. The IRS of the next five years may look very different from the IRS you know today.Want to contact Darren? Email him at [email protected]