CPA Trendlines Podcasts

The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared. Quick Tax Tip With Art Werner CPE Today In the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. But according to tax authority Art Werner, the dividing line between winners and...

“You can’t ask people to act like partners and then treat them like employees.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In an industry marked by incremental change and cautious tradition, Tim Petrey, managing partner at HD Growth Partners, is going all-in on a radical reimagining of what an accounting firm can be. Speaking on the Big 4 Transparency Podcast, Petrey shares how...

Automate common workflows, ensure accuracy, and free your time for higher-value work. Quick Tech Talk With Steve Yoss CPE Today For years, QuickBooks Online (QBO) has been a go-to accounting platform for small and midsized businesses. Now, its Advanced Edition takes efficiency to a whole new level by introducing robust workflow automation features designed to eliminate repetitive tasks and keep fi...

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership —your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO  offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management,...

CPAs can help guide four types of client transformation - and break through their own listlessness. The Disruptors With Liz Farr Ron Baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscription approach to services . Now that more than half o...

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams. By Rory Henry CFP®, BFA™ For CPA Trendlines On the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share strategies for firm growth, profitability, and sus...

Nonprofit employees face a new tax reality on fringe benefits. Quick Tax Tip With Art Werner CPE Today For years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. Businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while employees enjoyed the perk tax-free. Click here f...

Firms blame culture and training, yet AI, real estate, and talent pressures tell a different tale. Accounting Influencers With Rob Brown The push to bring accountants back to the office is gaining momentum, echoing trends at corporate giants like JPMorgan, Amazon, and Meta. While firms frame return-to-office (RTO) policies as a way to boost collaboration, mentorship, and culture, industry observer...

Tough client calls, tax planning, and better leadership turned hard knocks into growth. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines When Lang launched Upside CFO, he didn’t set out with a grand blueprint. “If we’re being honest, we started off with simple bookkeeping,” he says. Over time, his firm evolved into a multi-faceted practice offering fractional CF...

Developing “power skills” like trust and coaching are critical. Gear Up for Growth With Jean Caragher For CPA Trendlines Employee experience is no longer optional; it’s a strategic imperative, says Kassi Rushing, CEO and owner of Kassi Rushing Consulting. Appearing on Gear Up for Growth —hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines—Rushing shares practica...

Employee ownership gave the firm a growth path on its own terms. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, Jeremy Vokt, managing partner at Bland & Associates, discusses the firm’s journey to becoming Nebraska’s first ESOP-owned CPA firm. Vokt shares how Bland evolved from a small 17-person firm in 2006 to a thriving 130-person business toda...

State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation For many CPAs, the three letters after their name are more than a credential—they’re a badge of honor. Yet, a new wave of regulatory challenges and firm structures is calling into q...

Unreported income from prior years may trigger a Circular 230 compliance issue that forces you to end the relationship. Quick Tax Tip With Art Werner CPE Today In the latest Quick Tax Tip from CPA Trendlines, tax guru Art Werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income years after the fact. Click here for more Art Wern...

Equity pathways, training, and culture—not payouts—will determine which firms thrive in the P.E. era. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines In an era when private equity’s arrival in public accounting has been met with suspicion, Nishaad Ruparel is reshaping the narrative. As president of Ascend, a $400+ million PE-backed platform that has quietly acquired or partnered with...

A password shorter than 15 characters makes your encryption practically meaningless. Quick Tech Talk With Steve Yoss CPE Today Most professionals know that PDF files are one of the most reliable ways to share contracts, reports, and sensitive documents. But here’s a question: are your PDFs truly secure—or just locked with a flimsy password that a hacker could break in minutes? MORE Steve Yoss here...

From business owners to high-net-worth individuals, OBBB affects every income tier—and tax advisors are urged to act now. The Concierge CPA With Jackie Meyer For CPA Trendlines In the latest episode of The Concierge CPA , Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisions of the new law. The hosts emphasize that whil...

Connect emotionally with top talent through real experiences. Sponsored by Small Office / Home Office Cyber Security Protection for Accountants. Learn more here   Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth , powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, speaks with Karen Waga, chief marketing officer of WilkinGu...

In this episode of Student-led Conversations, accounting leaders and emerging pros share how staying open can change everything. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation In an era where the definition of success is increasingly personal, a recent Student-led Conversations episode of the Accounting ARC podcast brought together two Gen Z hosts and tw...

Progressive tax changes could reshape the charitable giving landscape. Quick Tax Tip With Art Werner CPE Today Private foundations may soon find themselves writing bigger checks to the IRS. In the latest Quick Tax Tip podcast, tax expert Art Werner explains a key provision of the OBBBA that increases the tax rate on net investment income for certain private foundations under section 4940(a). Click...

Acquisition isn’t assimilation—it’s alignment. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines On the latest episode of The Big 4 Transparency Podcast, Marcus Dillon, founder and president of Dillon Business Advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. Having completed 15 M&A transactions, Dillon...

Free and powerful PDF tools are hiding in plain sight. Here’s how to find them. Quick Tech Talk With Steve Yoss CPE Today When you think about Portable Document Format (PDF) files, there’s a good chance Adobe Acrobat comes to mind first. But here’s something most people don’t realize: PDFs aren’t an Adobe-owned format anymore—they’re an ISO standard for digital paper. That means anyone can use, cr...

Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold. The Disruptors With Liz Farr Dan Gertrudes doesn’t consider himself an accountant, though he admits, “I’m pretty good at it. I’ve taught it at Brown University.” After more than a decade working in finance in large corporations, Gertrudes began his journey as a firm owner v...

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning. The Concierge CPA With Jackie Meyer For CPA Trendlines When Hurricane Harvey submerged his first office, Houston-based CPA and tax advisor Brandon Adjei could have stepped back. Instead, he leaned in, volunteering for months at FEMA disaster relief centers, helping storm victims navigate I...

PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer. Accounting Influencers With Rob Brown Private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. A staggering 70% of top performers at traditional firms say they w...

The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition. Gear Up for Growth With Jean Caragher For CPA Trendlines  In the latest episode of Gear Up for Growth , powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, spoke with co-creators of JLK Rosenberger LLP’s innovative student recruitment program, Audit 500 , which combine...