W.T.F (We're Trying to Figure-out) with Saul | MY-CPE📚

Figuring Out Data-Driven Salary Trends in Public Accounting

Learning Objectives Identify core steps that strengthen financial readiness for growth capital. Apply forecasting methods that support fast and unpredictable startup environments. Evaluate investor expectations using clear metrics and aligned internal planning. Recognize financial blind spots that limit scaling or delay funding. Build finance processes that integrate reporting, technology, and str...

Learning Objectives Identify operational drivers behind burnout in professional service firms. Analyze leadership behaviors that limit effective delegation and team ownership. Differentiate management tasks from true leadership responsibilities in firms. Evaluate holistic operating models for improving engagement and performance. Assess future leadership expectations facing accounting and advisory...

Learning Objectives Explain why transfer pricing directly affects global tax risk and cash outcomes. Compare IRS and OECD transfer pricing frameworks and their core structural differences. Identify key compliance challenges under dual IRS and OECD transfer pricing systems. Analyze how OECD Pillar Two interacts with existing transfer pricing strategies. Evaluate practical steps firms can take to pr...

Learning Objectives Recognize unique financial challenges families face supporting lifelong care needs. Explain how traditional planning differs from special needs planning discussions. Identify emotional and psychological barriers impacting long-term decisions. Determine how CPAs can partner with advisors to guide complex conversations. Apply podcast insights to build stronger trust with overwhel...

Learning Objectives Identify how neuroscience shapes conversational success and relationship outcomes.  Explain how oxytocin, dopamine, and cortisol influence client engagement.  Apply strategies for creating psychological safety in professional discussions.  Analyze emotional regulation techniques that enhance connection and trust.  Use neuroscience-based frameworks to transform everyday communic...

Learning Objectives Identify the key benefits and privileges of the Enrolled Agent designation. Explore career opportunities available to EAs beyond traditional compliance roles. Examine NAEA’s role in advancing the visibility and influence of EAs. Assess how AI and automation are transforming modern tax practice. Recognize strategies for future-proofing an EA career amid regulatory change. Course...

Learning Objectives Identify key misconceptions about SALT affecting modern businesses. Discuss the impact of Wayfair on economic nexus thresholds. Differentiate between physical nexus and economic nexus rules. Analyze how remote work reshapes SALT compliance obligations. Explain the role of voluntary disclosure agreements in reducing penalties. State and Local Tax (SALT) is one of the most dynami...

Learning Objectives Analyze why marketing misalignment affects firm success. Identify key steps in realigning firm marketing with client needs. Discuss practical methods for uncovering marketing disconnects. Explore ways to encourage creativity in accounting firms. Develop actionable steps for firm leaders to improve marketing alignment. In this eye-opening Episode, Karen Reyburn, founder of PF an...

Learning Objectives Discuss how AI is transforming the tax profession.  Identify misconceptions about AI among accounting professionals.  Analyze how AI helps address the talent shortage.  Explain how technology reshapes career growth for young accountants.  Explore ethical and regulatory implications of AI adoption. In this eye-opening Episode, technology strategist Leroy Kerry dives into how art...

Learning Objectives Discuss how CPAs perceive and navigate cannabis business engagements. Identify major compliance challenges beyond Section 280E in cannabis accounting. Analyze the role of state-specific cannabis laws in client service. Explain the importance of professionalism and advocacy in cannabis accounting. Explore the future role CPAs may play in shaping cannabis regulation. Welcome to a...

Learning Objectives Identify strategies to transition a CPA firm from compliance to advisory-first. Apply proactive listening to uncover high-value client advisory opportunities. Structure advisory services using pricing buckets and pre-determined service levels. Manage scope creep while maintaining high client satisfaction. Coach and empower team members to scale advisory delivery effectively. Is...

Learning Objectives Explain the primary provisions of the One Big Beautiful Bill. Analyze the political and economic forces behind the bill’s passage. Identify key winners and losers among individual and business taxpayers. Evaluate the risks and ambiguities in regulatory implementation. Anticipate practitioner impacts tied to tip rules, expense, and client guidance. Is this the biggest tax reform...

Learning Objectives Describe how passion can guide niche selection in accounting firms. Identify due diligence best practices when acquiring a book of business. Analyze how advisory work supports stronger client relationships and growth. Distinguish between transactional and long-term service models. Evaluate operational challenges and mindset shifts in firm building. What if your best career move...

Learning Objectives Explain how a personal brand improves trust and engagement on LinkedIn. Identify common mistakes professionals make with LinkedIn profiles and posting. Apply the 15-minute daily routine to boost visibility and online networking. Distinguish between authentic personal branding and AI-generated content. Develop strategies to overcome mindset blocks around content creation Are you...

Learning Objectives Differentiate between delegation and micromanagement in team settings. Apply a structured delegation framework for clarity and ownership. Recognize how communication impacts psychological safety and trust. Coach team members through delegation failures constructively. Adapt delegation styles to different generational communication preferences. Why do high-performing leaders str...

Learning Objectives Identify key employee concerns often left unspoken in workplaces. Build a culture that supports transparency and open communication. Apply leadership actions that improve engagement and staff retention. Recognize warning signs of silence, burnout, and quiet quitting. Explain how psychological safety drives team performance and trust. What if silence, not strategy, is what’s kil...

Learning Objectives Discuss how resilience influences entrepreneurial strategy and leadership development. Identify core principles of management accounting for small service firms. Explain how fixed pricing transforms client relationships and firm scalability. Analyze growth strategies tailored to niche service-based businesses. Differentiate traditional bookkeeping from advisory-driven client se...

Learning Objectives Explain how quantum computing differs from traditional computing systems. Identify key risks and opportunities in AI and cybersecurity fields. Analyze strategies to manage AI privacy, trust, and security concerns. Explore the role of national security experts in tech innovation. Discuss the ethical and strategic impact of emerging technologies. In this CPE Episode, host Saul si...

Learning Objectives Identify how to structure accounts to reduce probate exposure Evaluate IRA withdrawal timing for tax-efficient legacy transfers Recognize the risks of gifting real estate prematurely to heirs Apply asset titling and beneficiary designations to optimize planning Discuss family communication techniques that safeguard intent and dignity What’s your plan if you get that call tomorr...

Learning Objectives Identify challenges firms face when transitioning from compliance to advisory models. Explain mindset shifts needed in pricing, communication, and service delivery. Analyze how automation and AI impact strategic advisory and client experience. Evaluate how to scale firm infrastructure, operations, and team-based delivery. Apply best practices in tech adoption, workflow design,...

Learning Objectives Discuss outdated hiring practices affecting workplace inclusivity. Identify emotional intelligence traits during interview processes. Explain the impact of recognition on employee retention. Explore strategies to foster psychological safety at work. Differentiate transferable skills from job-specific requirements. Welcome to another exciting Episode of W.T.F. with Saul! In this...

Learning Objectives Distinguish brand love from behavioral loyalty using real-world examples. Identify the three psychological pillars behind emotional brand attachment. Evaluate the role of brand personification in marketing strategy. Analyze how AI can enhance or manipulate consumer-brand relationships. Apply brand love frameworks to service-based and product-based industries. Welcome to another...

Learning Objectives Identify challenges and strategies in transitioning to a virtual firm model. Explain the leadership adaptations required for managing remote teams. Describe the role of intentional culture-building in distributed firms. Analyze the benefits of professional communities in firm development. Evaluate the impact of AI and generational diversity on accounting firms. Welcome to anoth...

Learning Objectives Discuss why sales and business development are evolving in accounting. Identify key strategies for building a firm-wide BD culture. Differentiate between traditional and modern rainmaker mindsets. Analyze common mistakes firms make when developing rainmakers. Explain how to train accountants in value-based selling. Welcome to another exciting Episode of W.T.F. with Saul, sittin...