About this episode
Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he teaches digital assets and 1099-DA reporting to practitioners who've never touched crypto, and Alan Pinck talks through the "no tax on tips/overtime/social security/car loan interest" provisions and where AI fits into practice management. Kelly Myers (incoming NSA president) and returning guest Maggie Romanello close things out with career news and a look at how the IRS stakeholder liaison role actually works.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Links mentioned in this episode
NATP (National Association of Tax Professionals)
https://www.natptax.com/
Tax Talk Today
https://www.taxtalktoday.com/
Alan Pinck's practice
https://apincktax.com/
NSA (National Society of Accountants)
https://www.nsacct.org/
IRS Stakeholder Liaison Contacts (
https://www.irs.gov/businesses/small-businesses-self-employed/stakeholder-liaison-contacts
Chapters
- (00:00) - Live From Tax Forum
- (01:09) - Meet Larry
- (02:00) - Teaching That Sticks
- (03:11) - Hot Topics And Crypto
- (07:41) - NATP Roots And Advocacy
- (12:12) - Fighting Bad Tax Advice
- (14:47) - Larrys Forum Day And Family
- (17:12) - Meet Alan And His Session
- (21:37) - Forum Energy And Exhibit Hall
- (24:44) - Tax Talk Today Origins
- (25:30) - Discussion First Format
- (25:49) - Seven Shows Schedule
- (26:32) - CPE Packages And Clips
- (28:30) - New Orleans Plans
- (30:06) - Utah Move And Routine
- (31:51) - Alan Wrap And Tour Dates
- (32:38) - Kelly Joins
- (35:39) - Teaching And Mentoring
- (39:17) - NSA Community Benefits
- (40:37) - AI Needs Human Review
- (44:13) - Maggie New IRS Role
- (47:28) - Stakeholder Liaison Explained
- (49:53) - How To Contact Liaison
- (53:16) - Podcast Wrap Up
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Roger Harris
Annie Schwab
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