CPA Trendlines Podcasts

Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Many accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. But this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking it. Click here for more Art Werner “Each year, cl...

Don't be a vending machine for tax compliance. The Disruptors With Liz Farr Ashley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “I'm not the default. You put a quarter in me, and I'm going to spit out an answer.”  MORE PODCASTS and VIDEOS...

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function. Quick Tech Talk With Steve Yoss CPE Today Dive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and...

"Embrace change and keep filling your tool belt with the best technology out there." Accounting Influencers with Rob Brown Jim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With decades of experience advising firms on technology ado...

Doing great work is no longer enough to ensure client retention. Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA  – See Today’s Special Offer With Jean Caragher For CPA Trendlines In a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In a recent G...

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it."  Transformation Talks With Donny Shimamoto Center for Accounting Transformation Politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountant...

What do tax pros need to know about the uncertainty in Washington? Quick Tax Tip With Art Werner CPE Today With tax season in full swing, CPAs and tax professionals are juggling client returns and a rapidly shifting tax landscape. In the latest Quick Tax Tip, Art Werner joins Rick Telberg of CPA Trendlines to dissect the state of tax policy, IRS challenges, and how accountants can turn uncertainty...

Find your community; find your people. The Disruptors With Liz Farr Richard Roppa-Roberts created Roundtable Labs by accident. He had just started his consulting firm, Quasar Cowboy, “and I had one spot available for a new client, and I had nine prospects, and I didn't know what to do,” Roppa-Roberts explains. “I was new at this whole thing, and I'm like, Well, I'm gonna put them all in a room tog...

Make smarter decisions with the right data tools in Excel, Power BI, and Tableau Quick Tech Talk With Steve Yoss CPE Today Data visualization isn’t just about making numbers look good—it’s about telling a story. Whether you’re working in Microsoft Excel, Power BI, or Tableau, the chart you choose can completely change the way you interpret and communicate your data. But are you using the right one...

Utilize new tech to level up thought leadership and advisory services.  Gear Up for Growth  With Jean Caragher For CPA Trendlines The latest episode of Gear Up for Growth , hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm...

"We’ve underestimated how quickly AI is changing our profession."  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn’t just respond to prompts—...

Retirement planning isn't just about saving - it's about strategy.   Quick Tax Tip With Art Werner CPE Today With tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the Internal Revenue Code can feel like a moving target. Fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing...

Don't be afraid to try new ideas or plans--or afraid to fail. The Disruptors With Liz Farr Luke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to talk to most entrepreneurs on what they want, most...

"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more." Accounting Influencers with Rob Brown As technology reshapes the accounting landscape, professional qualifications must evolve to keep pace. In a compelling episode of the Accounting Influencers Podcast , Brian Hock, founder of HOCK International, argues that accounting certifications and...

Bring complex financial data to life with advanced visualization techniques. Quick Tech Talk With Steve Yoss CPE Today Financial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft Power BI—a business intelligence and visualization...

Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for Growth With Jean Caragher Capstone Marketing Mark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of Allinial Global and the challenges facing the...

Study finds job embeddedness, not engagement, drives retention. Know-How Korner With Donny Shimamoto Center for Accounting Transformation A new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accounting professor and program director at University of Alaska Fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagement—is the key to keeping accountants in public fi...

Progressive firms are the key to the future of the profession. The Disruptors With Liz Farr The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth mana...

Transform your workday with generative AI and discover practical ways to save time. Quick Tech Talk With Steve Yoss CPE Today Generative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Claude, now is the time to dive in. These cutting-ed...

Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success. Gear Up for Growth With Jean Caragher For CPA Trendlines In a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independent. For firms determined to chart their own course,...

“I’d go through cancer again before I’d go back to not having confidence.” Accounting ARC With Arpan Grewal Center for Accounting Transformation When Kelly Mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. But what she did have was a vision—and a willingness to take risks. Today, she is the CEO of AuditMiner, a groundbreaking software company that si...

Dress for the job you want, not the job you have - yes, seriously.   The Disruptors With Liz Farr Traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconventional approach to running an accounting and dat...

Adopting these tools will define future success in the profession. Accounting Influencers with Rob Brown Randy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence (AI) with a deep dive into its history and future potential. Johnston traces AI’s roots back to Alan Turing's groundbreaking work in the 1950s and walks list...

Stopping cyber threats before they start begins with adopting one essential email habit today. Quick Tech Talk With Steve Yoss CPE Today In today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes email not only a convenience but also a significant r...

Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes. Accounting Influencers with Rob Brown The accounting profession stands at a crossroads, faced with technological disruption, shifting business models, and an evolving workforce. In a recent episode of the Accounting Influencers podcast, industry leaders Bobby Lane, CEO of Factotum; Tony Szczepaniak, CEO...