Ep. 38 | IRS War Stories
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Speaker 2:Good day, everybody, and welcome back to the Teaching Tax Flow podcast. We are on to episode 38 today. We're gonna jump into some IRS war stories. So we couldn't think of a better person to bring back for another episode of this show, than our friend, which you will hear him shortly, or look in the show notes. Name might look familiar to you.
Speaker 2:But, basically, I'm gonna moderate this great conversation to the best of my abilities between this gentleman and Chris Pacquero, obviously, my partner in crime here in this podcast. The gentleman that's joining us really is I would say he is the best person maybe in our Rolodex, quote, unquote, to dive into with anything IRS. He's in the trenches with these guys all the time, so guys and gals. But before we do that, let's take a moment and thank those that allow us to be here besides you, the listener, of course. We thank you for joining us as always.
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Speaker 2:Hey, everybody. Welcome back to Teaching Tax Flow, the podcast. May if you read the show notes, read the title, see the face on the picture, you may recognize this guy from a great episode we did a little bit earlier on about the IRS. Or was it love letters from Darth Vader, Chris? Yeah.
Speaker 2:The title of that one? Yeah. So we got Andrew Pulos back with us today. How's it going, Andrew?
Speaker 4:Good, guys. How are you doing? Good to be back.
Speaker 2:We are doing fantastic. And this one, I love because I can hear from both of you, and I can harass both of you at the same time. So this is a great, great show we're gonna talk about today. Really focusing it on, I guess, I can call them, you know, IRS war stories or war stories of dealing with the IRS. So we'll dive into it specifically, and and I'll actually probably ask both of you for some examples of this, but from a taxpayer perspective.
Speaker 2:Right? So you kinda get into the ring potentially with the IRS, and we'll say getting into the ring with them, but you really don't know what you're getting into. Right? So it's it's intimidating as heck, you know, from a taxpayer perspective. You guys deal with this all the time, so I can now wait to hear some of your stories and really what led into it, and then also a little bit about what you did to get the best possible outcome going into that ring.
Speaker 2:So let's jump into one. Andrew, let's actually start with you a little bit. What, at the top of your mind, what's probably the maybe the craziest, but not the longest one because we are limited on time here, so we don't have three hours to talk about this one because I'm sure there's a lot of I'm sure there's a lot of good, funny, hilarious, and sad, utmost should say, effects of this. But what's a good story about one of your dealings with the IRS? Give us a little maybe a little backstory on it and then also, you know, what you did throughout the process and and how it came out.
Speaker 4:Oh, man. You know, that's a great question. I've had so many dealings with the IRS, right, from audits to collections over the years. And you stick in this profession long enough, you're gonna get a little bit of everything. But I've had some crazy ones because of the taxpayer and what they had done or didn't do.
Speaker 4:And then I've got some other ones, man, where, you know, just IRS personnel don't do their job and you gotta call them out and it gets ugly. So, there's, you know, there's a little bit of everything. But, yeah, it's, I've had, you know, I've had a situation where the revenue officer got out of control, and I called him out on his BS pretty much. And, you know, unbeknownst to me, they got escalated. I got had a special agent come pay me a visit to interview me about the situation from TikTok.
Speaker 4:You know? I hadn't done anything. So I was cool. It was yeah. But it's then you're talking about intimidating.
Speaker 4:You open up your room office door, and there's a special agent pretty much in jeans and a t shirt being like, hey. I do so and so. They pulled out his badge, and he's like, I'm special agent. I'm like, oh.
Speaker 2:Not just that agent. I'm a special agent. Nothing sounds you gotta say in, like, a deep voice, like special agent Smith from the iron.
Speaker 4:It's it's unnerving, you know, to say the least. Fuck. You know? Once he told me what he was there for, I'm like, I have a seat, buddy. I was like, yeah.
Speaker 4:Because I just knew I hadn't done anything wrong. But, yeah, you try to do your job, man, to help your clients and help taxpayers, and most of the time, everything goes fine. Right? Dealing with IRS. Every once in a while, you're gonna get some, you know, you're gonna get some guy or some woman or whoever, some we'll just say some person.
Speaker 4:And then it's just, you know, unresponsive. It gets ugly situation. It was just being my only one to that extreme in my, you know, twenty eight years or whatever, but, dude, it was just, you know, situation. You gotta figure out how to navigate this stuff. I mean, it's just not easy.
Speaker 4:It's a there's no playbook. There's no script book, as Chris will tell you, on what we deal with. You know, everything is unique in a sense.
Speaker 5:Yeah. Intigda is speak about it as almost like the military police of the IRS. It's the charge of the inspector general for tax administration. You
Speaker 2:know, from a taxpayer perspective, I I think it just squinted and and cried a little bit inside. That sounds intimidating. It's a little too.
Speaker 4:It was intimidating. Yeah. I do. Listen. The one thing you're learning at our professional, a professional, you never want a special agent knocking on your door.
Speaker 4:Yeah. And the person only time I've gotten one, I'm like, oh, that's makes make your art beats give a beat because, yeah, most of the time, they do a beat. You know, a lot of this especially, you'll be complaining you'll visit because in case you're handling and typically without needing those potential proven elements and, you know, you're probably don't wanna be involved in that stuff. In this case, you know, it's just pretty much me complaining about, you know, the IRS personnel that wasn't doing your job that was making my life miserable. And then making my life miserable, essentially, my taxpayer was like, hey, man.
Speaker 4:What's still been going on? You got this jace for freaking ten months on your desk and, you know, yada yada. And, you know, it was just making me look bad as a professional. And I couldn't get a resolution and, you know, good, bad, or indifferent for my client because I couldn't, you know, I I couldn't make the case progress because, you know, the per IRS personnel was being nonresponsive. And I thought, you know, it got to a point where, you know, it's just pissing me off.
Speaker 4:And I'm like, alright. I just you know, this is we gotta do something here. And I complained to the to the manager and wrote a letter, you know, just a nasty letter, polite, nasty letter, and bumping notes to me. She did her job or he did her job where his manager was and escalated it. And, like, a year later, I get paid in, a visit from Chigday.
Speaker 4:You know? And I'm like, woah. Yeah.
Speaker 5:I think that that, no. In the taxpayers said, you know, you should understand, people in the teaching tax law community that that as tax professionals, we want these issues resolved also. We don't it doesn't do us any good for a case to sit stale. Unfortunately, we're we're dealing with the federal government, and and it can only go so fast as as they want it to go. So, Andrew, have you had any situations where maybe the taxpayer you you took over representation for a taxpayer and and an initial interview was already conducted and information was disclosed or that maybe they were a little, too free with their answers?
Speaker 4:Yeah. Chris, I I had I I've had one of those where, essentially, the client was under audit, came to me, referred the, the audit was really hadn't been concluded, but they couldn't come to an agreement. The CPA was pretty much kinda going out into corporate, and so, you know, client needed new representation to handle the question there. It was an un agreed upon, audit effectively, and so everything had been disclosed because, you know, I started interviewing the client. And it's like, oh, yeah.
Speaker 4:I told the agent. I told the agent this. I don't the hell. You know?
Speaker 2:But
Speaker 4:the audit had been closed. The the client came to me for, for it to file an appeals case because they just it was an agreed upon, so they had their appeals rights, essentially, intact and and wanted to file appeals to try to get a better resolution. But, yeah, seldom. You know, that was my only time where I kinda sort of took on a case that already had, information had been disclosed, you know, shared or could not share in any sense, and I had I was limited to what I had to work with at that point because, you know, the government had their file built. Not that there was any anything bad.
Speaker 4:It was just, you know, man, just, you know, just little petty stuff as far as expenses, self employed people. You know how it is. I mean, it's just some of them just small business owners. It's not gonna have I mean, I can record most of the time. Very few doodlers to say that.
Speaker 2:And even for both of you gentlemen, so really the, would I be wrong in assuming that the hardest part of your job is information collection?
Speaker 5:Yeah. Especially if the information doesn't exist. Right? Right. You know?
Speaker 5:So that that's challenging. I, we you know, I think it's important to make sure that, you're you're working with a tax professional that's gonna represent you properly. I had a I I guess my first story would be I'm a big big advocate of the home office direction. Mhmm. And this was back, well, before Gallygo, probably ten years ago when we lived in the Detroit area, had a client that owned a trucking company, legit home office, beautiful home, but and and the IRS, decided to audit them.
Speaker 5:And the home office was one of their their areas that they were looking at. Now mind you, this in in bonus depreciation, those are the two big because they purchased, I think, 14 trucks in one year Oh. And a lot of bonus depreciation, $1.79. So yeah. And it and it worked out well for them.
Speaker 5:So, anyway, daughter daughter's stuck on this home office, and they're like, well, we wanna go out to the home. We're like, okay.
Speaker 2:You know which is very rare, I assume. Well, let me tell
Speaker 4:let me speak to that that not the, you know, that Chris can't explain this or, you know, I don't wanna dive into a story just yet. But essentially, I always tell clients, like, the minute you take a home office deduction in an exam, in an audit, the IRS has legitimate reason and and can come and visit your home and to see that home office. You know? And so I always make clients aware because in that kind of rare situation like Chris is talking about now, you know, it's just like if the client is not aware prior to, you know, this happening, they're like, well, you know, why the heck does the government have wanna come to my house? Well, but you're claiming the deduction.
Speaker 4:Right? So the home office I look. I'm I'm all about the home office as well, like Chris. Right? So we're obviously here.
Speaker 4:But I just wanna make sure my clients are aware that if we ever ever have an examine, be prepared. The government still don't wanna come and see that home office. And and take pictures.
Speaker 5:Right? Because you by the time you get examined, you might not live in that home anymore. Exactly. Exactly. So we got so we took pictures.
Speaker 5:We submitted them. That wasn't enough. We had a rookie auditor, and this guy I'm like, okay. Well, I'll meet you out there. Right?
Speaker 5:So I go out there. It was it was a more of a mental principle at this point. You know, home office isn't a big, you know, big deal, but we took we took the actual because they had a beautiful home and a high high more higher mortgage than they should have. We don't you know, whatever. Told the client's employee to evacuate the house, met the auditor there, went into the house, showed him the home office.
Speaker 5:He looked around for about thirty seconds and exited, and that was it. They they allowed the home office deduction. We won. It it's just one of those things that here's the funny thing on this case. This case, we had about $350,000 of mile of, depreciation deduction.
Speaker 5:Well, when I for the vehicle's purchase. So I sent over the vehicles, the the purchase agreements for those vehicles they bought, and the Otter disallowed all the depreciation because they were the the documents said there was a the vehicles were leased, not purchased. But it was a dollar buyout lease, which essentially is a capital lease, and we know we could depreciate, not an operational lease. The auditor didn't know how to the difference when a lease should be really a capital capitalized. So, John, so even though they technically leased the vehicles, it helped with their financing.
Speaker 5:There's a dollar buyout at the end of the vehicle. So, essentially, you bought the vehicle and you set it up for depreciation.
Speaker 4:And I won.
Speaker 5:And we won. But but it the thing is, like Andrew said, you've gotta first assess. Everyone thinks like, oh, yeah. Get a rookie auditors so you could you could take them to school. You actually want someone that's experienced and and knows the the ins and outs and how the system works.
Speaker 5:Because a lot of these rookie auditors, they're trying to make a name for themselves. They're trying to, you know, put some skins on the board, and and they they don't know
Speaker 4:Well, that but it's kinda like in my experience with the working auditors for the most part, not all of them, but most most of them, they're going black and white by the book. Right? If they're green, you know, to the government, you know, maybe they have a little bit of experience in, you know, from public accounting. Maybe they don't. But, essentially, you know, like, I had one and she was green, and I already knew she was green.
Speaker 4:And she was a rookie, and she was just straight black and white by the book, man. Like, freaking, you know, just like no receipt, no deduction. I'm like, like, woah. You know, we're dealing with a multi year exam here. You know, I do want receipts for every single thing like it was a contract.
Speaker 4:Right? You're talking about invoices for materials and this and that. Some from, you know, big benders and then, you know, big companies that you work from all the time where you have an account on. Others from, like, Lowe's and Home Depot and stuff like that. And then you're talking about multi vehicles on on the road every day.
Speaker 4:My come on. Like, you know, the reality is, like, it was just crazy to think that, first of all, the amount of time that she and I would put into the case to go through and substantiate, you know, because all it was was a substantiation case. To go through and substantiate every single thing was just like, you know, just ridiculous. I mean, they we we would have been working on this damn case forever. And then so and so I put some stuff together.
Speaker 4:We reconstructed. It was manual records. We literally spent in my office weeks reconstructing, you know, QuickBooks file. We actually had that one going into example of books and records, try to tie into most of what the taxpayer had prepared and returned because it was a client that came over and got referred. Right?
Speaker 4:It was a big project. And, and so I gave her QuickBooks, you know, reports and sub reports, and she's like, yes. She knows you have, receipts for all this stuff. I said, you know, I said the taxpayer probably has for majority of most of the main expenses and probably not everything. And then she's like, well, I need you to go through, and she goes and, statement copies of all the receipts.
Speaker 4:She goes to all these sub reports tied to every single number. I'm like, that's not my job. I was like, that's your job. My job is to provide the documentation. Your job is to, you know, analyze it and do whatever you want with it afterwards.
Speaker 4:Right? So, you know, it was like, you know, always know, man, that, you know, if you are representing a taxpayer, our job is to provide new information. You know, the government's job you know, if they wanna take a year and sit there and tie it all in or whatever, that's, you know, that's that's quite in dandy, but my job wasn't to do her jobs. So I told her, and I was like, it's just not gonna end well. And I was and so we met a couple times, and then finally, I was like, listen.
Speaker 4:You know, we're not gonna get anywhere here. We're to, you know, be respectful and agree to disagree. I was like, just close this out as I'm agreed upon, and we'll take our chances of appeals. And she's like, are a okay? I'm like, yeah.
Speaker 4:A okay too because I we got a hell of a lot, you know, better chance at at appeals, and we did. You know? It's just the appeals officer was much easier to work with, especially with this organized as as we were on our end. But, dude, you get you get all kinds of stuff out there. I at the end of the day, I'm much for an experienced agent.
Speaker 4:Even if I feel that that experienced agent knows much more than me as far as the law, you know, they're, you know, they're gonna be easier to work with. They'll cut you a break here and there much more than someone who's looking in my opinion.
Speaker 5:Hey, Andrew. I I I probably shouldn't put you on the spot with some of these questions, but have you had any instances where you had married taxpayers where one of the spouses is kinda getting audit, maybe one of the spouses is in the activities that even their spouse doesn't know about and they get they get on it. No. I'm not I'm not saying in a nefarious way, but let's say they sold a bunch of stocks or they they had a rental property that no one knew about, and and you then you're playing marriage counselor.
Speaker 2:Oh, this is getting Now Dawson.
Speaker 4:I had everything. I was good. I tried I tried to steal shit in the right way. Now I've had, you know, I've had plenty where, where clients are going through divorces and Real estate. Very sticky or right?
Speaker 4:You gotta be very careful, on that front, you know, when clients are going through divorces, especially if they choose to file where it's separate. You know, you got conflict of interest and things like that. But, no, I haven't had any get to the point where they got an exam. You know, I'll man, it's just like there's certain things I try to kinda steer away from it as best as possible if I can. It's just, you know, you can just see the can of worms on on some of the stuff that we deal with.
Speaker 4:This is crazy.
Speaker 5:I've got oh, go ahead.
Speaker 2:Oh, no. I was I was gonna say too. Back to this this story and and really as far as for avoidance maybe from some of these horror stories. So what are I mean, well, we'll use the example of receipts. Right?
Speaker 2:So, obviously, now in in more of a world of technology, we don't get receipts for a lot of stuff. So does the IRS kinda take that into account when asking for those things or or really what you had mentioned to, it's kind of at the discretion at the judgment of the of the revenue officer Expect them.
Speaker 4:I think yeah. I think it's really a lot of the stuff we deal with. The law says black and white, you gotta have receipts. Right? At the end of the day, a lot of it's gonna depend on the revenue agent and their discretion they have.
Speaker 4:They all have discretion even if they tell you that they don't. Right? It's just so, you know, sometimes it's just, like I said, using some common sense and logic. We do deal with digital. So these days, you know, this is the new world.
Speaker 4:So, you know, instead of keeping paper receipts, even if it's paper receipts, I tell clients all the time, listen, taxpayers. Just, like, you know, maybe spend once a week or once a month and scan everything in, save it on your computer, back it up to the cloud, and that way you have an eventual copy of it. There's nothing wrong with that. The government doesn't the law doesn't tell us you have to have a paper receipt. The government the law just says we have to have documentation and substantiation for what we deduct, on a return.
Speaker 4:The bad challenge is with, yeah, with the clients, Chris and I, usually deal with, for the most workers. Most of them are small business, so employee type of people where there's just a lot of volume, a lot of activity, and they're challenged for, for a time. Right? It's just they're, you know, they're trying to run a small business. Last thing on their list is, you know, countering taxes, record keeping.
Speaker 4:Unfortunately, that's the middle world we live in.
Speaker 2:And don't put thermal paper out in the sunlight.
Speaker 4:Exactly.
Speaker 2:That's their secret.
Speaker 4:Well, I
Speaker 5:see I mean, I
Speaker 4:don't really do so much to revise and and and tell clients, you know, what they should do. You know, do they all listen, man? That's that's, you know, probably our pet peeve in life.
Speaker 5:Yeah. I think that the the digital side, we have reps tracker as one of our one of our sponsors here with the Teaching Tax Flow podcast. You've checked of your your real estate professional hours. You've got apps to keep track of your mileage. You can most like, you know, QuickBooks online, you could pretty much digital capture all your receipts.
Speaker 5:I just have a per you know, for me, I like to get my stuff emailed to me. I have a inbox in my you know, for for receipts and, and try to digital capture. So I think that, well, I have one more situation. I had a client, very benevolent man, had a had a and this is one that Andrew helped guide me on. Had a significant yeah.
Speaker 5:Significant amount. And there's one that I'll never speak up. But this one, I'll speak up. But the Yeah. Had a had a significant amount of income, over a million dollars.
Speaker 5:Man of great faith donated, about 10% of that income to churches and nonprofits. Look just looked like, you know, over a hundred thousand dollars of of tithes and charitable donations looked a little funny, so he got targeted for an audit. And they were only auditing that. They weren't auditing other things. I think they audited gosh.
Speaker 5:I don't even think they audited much other than that. Gave him I created a work paper. I actually it's a weird situation where he we had a business, and he double deducted a couple of these expenses because he wrote it off through his business, which came through on a k one just as a k one item, but he also some gave that to us when we did the tax return. The bottom line is he overstated his his deductions by about 10,000. I even calculated that for the auditor.
Speaker 5:It wasn't that much work and said, look. I'm gonna tell you right now. Here's the adjustment. It's $10. You know, this these got double deducted.
Speaker 5:Here's here's the all the expenses. She hid the audacity, in my opinion, to dis disallow every deduction and tell me, you know what? You, you go back and you go prove that all these are five zero one c three or church organizations. Even though we gave her the receipts. Okay?
Speaker 5:Statements from and and she was a new auditor, and I just said, nope. It's un agreed upon. Now Andrew is back coaching me. Thank you. I wrote a letter that Andrew looked at for me.
Speaker 5:Thank you. So we'll get you Andrew's contact information, after. But, anyway, I said, no. I disagree. Manager stepped in.
Speaker 5:Couple calls with the manager, resubmit the documents. They agreed on the $10,000 adjustment. Client was happy. But, again, think about the it was still stressful for the client. The man was a very benevolent man.
Speaker 5:Dad, did he give a did he overstate his donations? It was an innocent mistake, and and it got resolved. But but if if he didn't have someone representing himself, he could have gotten all that thrown away, and it would have been a bad situation. So Well, that and and,
Speaker 4:you know, in a situation like that, I think, Chris, that I I sort of remember that that case, that you were working on and we discussed. But you're also trying to minimize, risk in a sense where, you know, to a lot of times, what we see is if they find something, you know, and it's sort of meaningful to to the government that if they can open up a second year, make it a multiyear, then that just gives them an initial. Right? So I think, you know, I I think back then, Chris and I strategize them, probably sat down, you know, had a beer or whatever, and sort of strategize. And then that was kind of the concerns.
Speaker 4:Alright. How we how do we protect the taxpayer from this becoming a multiyear issue a multiyear problem? Right? And so, because we didn't know well, Chris didn't know probably at that time, you know, with maybe he had accidentally overstated in the previous year doing his math and computations and keeping the same weight potential. Right.
Speaker 4:And then there's all there's always an element of risk for many other things when you when you're under exam. Right? It starts with one thing. It can go into some tangent and go into a completely different direction, you know, when you're not expecting them as a as a tax pro.
Speaker 5:Yeah. I mean, exactly. They they, in this particular case, there were a lot of other gaps that they that could have been addressed, that did not get addressed. So Oh,
Speaker 4:I know. I think, Chris, we discussed what what the other potential issues were. We're like, gotta do some damage control here and get this get this closed out. And and sort of, you know, strategy was back then. You know, again, we lacked it was over, you know, some beer and dinner or whatever.
Speaker 4:But, you know, hey. Sometimes that's when you do your best work, you know, when you have a clear mind and you come up with a strategy discussing with one of your colleagues, one of your friends, who also deal you know, has some experience potentially, and stuff like this. So you come up with a strategy, and our strategy was like, hey. We need to close this out. And I told Chris, man, I said, you know, you you have potential, some other potential issues.
Speaker 4:Right? So do this, this, and this. And if it works, you're gonna get it closed out. If it doesn't work, then just force the agent to close it out as unagreed upon because then you're containing the, you know, the, the appeals case to just be certain issues that can't go and start digging into anything else. That was a whole strategy.
Speaker 4:It's like, alright. How do we contain it to just this one issue? Because we knew he could win that one issue, you know, and certainly in a skilled appeals officer would take this documentation, and he'd give, you know, pretty much a resolution in favor of the tax payers. So you gotta sort of be able to navigate the process, you know, and think, you know, just be level headed, whether it's your own return, wherever you're representing the set or someone else's plan. Yeah.
Speaker 4:You just gotta be a cool, well, heather because our clients most of the time get emotional. You You have when there's a letter that comes in or an audit, they get emotional, they get stressed, they start panicking. And, you know, even if it's our own return, we gotta be the voice of reason and and keep everything calm so they can be able to listen to us, and and we gotta be able to moderate the whole situation from start to finish. Absolutely. And,
Speaker 5:Johnny t's gonna hit if Johnny t's gonna wrap us up, but I'm gonna tell you guys, Andrew's information is gonna be in the in the shoutouts. He has been on every major national news channel, puts out a lot of great content. He's their go to guy in Atlanta, Georgia for all the local news when any tax tax law changes, but also, you know, speaks on ways to to prevent the audit in the first place. Rocker keeping, being organized, and that sort of stuff. So
Speaker 2:Like, I'm glad that none of those war stories are about me.
Speaker 5:You don't know. I didn't say names. I was like, that's
Speaker 4:we can throw your name in if you want. That's not an issue
Speaker 5:if you're looking for Actually, I've got one for you, Rory.
Speaker 2:Yeah. We can come up with all kinds of stuff. It is, like, getting there. Talking about the record keeping. I'm thinking, like, man, when did I actually scan some yeah.
Speaker 2:Okay. And the thermal paper one has happened to me more often than not, where, you know, you take it, you put it up on the dash, you know, for a you're arguing receipt, and then it's gone.
Speaker 5:Look at
Speaker 4:it nine months later, and you're like, I can't even know. Where's which which you got? Is this from? Right? Right.
Speaker 2:Right. And, of course, the sun hits it, you know, right at the top where it tells you where it's from. You're like, how am I gonna identify store number seven two five seven three, and I have no idea where it was from.
Speaker 4:Try again in our shoes and have them give something like that to a revenue agent, you know, and ask me, why she gonna get it?
Speaker 2:That's when you just fold it over and say, oh, you know, it got it got cut off. I don't know what to tell you. Oh, but, Andrew, thank you so much for joining us back here again too on on the podcast. It's all it's always great having having you and Chris here. I mean, I'm the only the only thing I could bring to the table, you know, all all joking aside except for this one is hair.
Speaker 2:You guys bring the reins. I bring the hair. But thank you. Thank you for taking the time carving out. We look forward to doing this again.
Speaker 2:You know, I'm I'm sure we can go into some more specifics on on all kinds of stuff. But before we do that too, and we'll put in the show notes, what's the best way anybody could get ahold of you if they had any specific questions that you'd be? Right?
Speaker 4:They can they can check out the website. There's, an email that you can email over or phone number, of course, on the website, which is poulosaccounting.com, p 0 u l 0 s accounting Com. So it's fairly simple. Anyone has any issues, pretty much any problems, wants to balance off. Yeah.
Speaker 4:I think it's just yeah. Feel free to shoot me a call or or give me an help.
Speaker 2:Awesome. Awesome, boys. Well, I appreciate it as always again. And for everybody that's not familiar with the podcast, if you're just listening to this one for your first episode, be sure to go back a little bit, listen to that one that we talked about, you know, good old Darth Vader, AKA the IRS that we did with Andrew as well. So be sure to check that out.
Speaker 2:But until then, we will see everybody next week. Hey, everybody. Thank you again for sticking in with us on this episode. Hopefully, you enjoyed it. Hopefully, you got some laughs in there.
Speaker 2:Nothing's more entertaining for me than moderating a conversation between two tax guys and two bald guys. So great because I can record this without getting smacked by either one of them. So I hide behind the microphone on this one. But honestly, thank you for joining us. Any questions you may have for Andrew, Chris, anybody from the TTF team, please feel free to reach out.
Speaker 2:As always, reach out on Facebook, LinkedIn, any of the social platforms that we are active on at hello@teachingtaxflow.com is a good email address. Drop us a like. We'd love to hear from you.
Speaker 3:The content of this podcast does not constitute an offer of securities. Offerings can only be made through an offering memorandum, and you should carefully examine the risk factors and other information contained in the memorandum. The content provided is for educational purposes only. We encourage you to seek personalized investment advice from your financial professional. For all tax and legal advice, please consult your CPA or attorney.
Speaker 3:Investment advisory services are offered through Cabin Advisors, a registered investment adviser. Securities are offered through Cabin Securities, a registered broker dealer.
