Podcasts about aicpa

Play Episode Listen Later May 22, 2026 26:41

In this episode of the Tax Section Odyssey podcast, host April Walker talks with Jennifer Dymond, founder and CEO of Spire Consulting Services, about how improv techniques can help tax practitioners build stronger client communication and greater advisory confidence. Their conversation explores how skills like active listening, curiosity, flexibility and staying present can help practitioners move beyond scripted compliance conversations and into more effective, collaborative advisory discussions. Questions answered in this episode: What does improv actually mean in a professional setting? Why do tax practitioners often feel comfortable with compliance work but less confident in advisory conversations? How can the "yes, and" mindset improve listening, responsiveness, and client relationships? What should you do when a client seems disengaged, resistant, or not ready to collaborate? What practical questions or exercises can tax practitioners use to build stronger advisory communication skills? AICPA resources There is still time to register for the ENGAGE conference, coming up June 8 -11 in Las Vegas, NV. Dymond's referenced session is on Tuesday, June 9 at 4:10pm PT. Reimagining your tax practice – Register for roundtables and watch prior recordings Focused CPE for Tax Section members Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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Deregulation's state of play and the threats it poses to CPA licensure

Play Episode Listen Later May 21, 2026 12:44

James Cox, an AICPA vice president, explains why efforts to weaken professional licensure are gaining traction in state legislatures. He discusses the role of the Alliance for Responsible Professional Licensing (ARPL) and the risks that deregulation could pose to CPAs and the public. The episode also highlights how organizations and professionals can stay informed and engaged as debates about professional licensing evolve. What you'll learn from this episode: Why Cox says that "attacks" on CPA licensure have expanded to new fronts in recent years. How state budget pressures and political trends are fueling deregulation efforts. How weakening licensing standards could reduce trust in financial reporting and other services. What polling shows about public and business support for professional licensure. Cox's recommendations to CPAs to stay vigilant and work with state societies.

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How CPAs can show their value on National Accounting Day

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later May 19, 2026 7:04

Today is National Accounting Day. To mark the occasion, Sue Coffey, CPA, CGMA, the AICPA's CEO–Public Accounting, joined the podcast for a special edition to discuss celebrating the day and maximizing the profession's broader impact. She explains how the CPA Trust campaign aims to highlight the value CPAs bring to businesses, individuals, and communities. Coffey shares examples of trust in action, from financial reporting to tax planning and advisory support. Coffey also details what practitioners can expect from ENGAGE in June. What you'll learn from this episode: The significance of National Accounting Day to Coffey. A preview of the AICPA's CPA Trust campaign. Real-world examples of how trust in action is demonstrated by CPAs with clients and communities. Why CPAs are encouraged to share their impact publicly through social media. What makes ENGAGE a key event for learning, networking, and industry insights.

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Small Planning Conversations That Lead to Bigger Engagements

Play Episode Listen Later May 15, 2026 24:34

Sometimes the biggest client wins start with a simple question. In this episode, Cary Sinnett and Jackie Cummings Koski share five fast, high-impact planning ideas that can instantly deepen client conversations and uncover bigger opportunities. From forgotten 401(k)s and Roth-funded 529 strategies to overlooked HSA and charitable planning moves, these are the kinds of insights that make clients stop and say, "Wait… I didn't know that." If you want practical ideas you can use immediately to create value, strengthen relationships, and spark more meaningful planning engagements, this episode is for you. Questions answered: Can clients really use 529 plans for professional credentials and Roth IRA funding? How can clients access retirement money before age 59½ without the 10% penalty? Are advisors overlooking powerful HSA planning opportunities for families? What charitable giving strategies work best for non-itemizers? How do clients find forgotten 401(k)s and abandoned accounts? Resources: Retirement Savings Lost and Found Database National Association of State Treasurers Health Savings Accounts Beyond the Basics 529 plan expansion boosts education and CPA access Slott and Keebler on what to watch out for with SECURE 2.0 This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Out of deadline mode: A post tax season reset

Play Episode Listen Later May 7, 2026 44:34

After deadline season, it's tempting to move on and forget what didn't work — but this is the best time to make changes while the lessons are still fresh. In this episode, April Walker is joined by Nancy McClelland, owner of The Dancing Accountant, to discuss small, realistic practice changes that can dramatically reduce tax-season stress. From shifting annual tasks to year‑round workflows and setting clear client expectations to using technology that streamlines document collection and follow-up, Nancy shares practical strategies that help tax pros protect their time, teams and sanity — without overhauling everything at once. Questions answered in this episode: What's one practical change you can make right now that will noticeably improve next tax season? How can shifting "annual" work to monthly or year‑round workflows reduce deadline-season pressure? What are effective ways to set client expectations and boundaries — without damaging the relationship? How can technology reduce document-chaos, missing information and the constant chase for "one last form"? How do you define (and refine) your ideal client profile so you're working with clients you actually enjoy? AICPA resources ENGAGE 2026 conference session: How to Align Your Bookkeeper and Tax Accountant for Financial Success Optimizing your tax practice Reimagining your tax practice Tax Communities on Engage365 Other resources She Counts Ask a CPA - Nancy's YouTube channel Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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The Auditing Standards Board's priorities for 2026 and beyond

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later May 7, 2026 17:40

Halie Creps, CPA, chair of the AICPA Auditing Standards Board, joined the JofA podcast to discuss the ASB's refreshed 2026–2030 strategic plan and its focus on responsiveness, collaboration, and technology. She also explained why taking part in AICPA committees and boards is important to her and mentioned the link that members can visit to explore volunteer opportunities. Creps highlighted current projects, including proposed updates to attestation standards, sustainability assurance, confirmations, and fraud. She also explained how practitioner feedback and international standard‑setting influence the board's work. What you'll learn from this episode: Why Creps said that serving on the Auditing Standards Board helps make her a better auditor. A mention of the numerous types of volunteer opportunities for members. How the ASB's 2026–2030 strategic plan reflects stakeholder feedback. What proposed changes to attestation standards could mean for practitioners. How sustainability assurance fits into the ASB's broader standards framework. The status of and comment deadlines for exposure drafts on confirmations and fraud. How technology and global collaboration are shaping future audit standards.

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Episode 170 - AI Is Collapsing Time: What Accounting Firms Must Do Next - The Woodard Report Podcast

Play Episode Listen Later May 6, 2026 30:46

On this episode of the Woodard Report podcast, Joe speaks with Kacee Johnson about how artificial intelligence is reshaping the accounting profession far beyond simple efficiency gains. They discuss the difference between firms that are reacting to AI with quick-fix tools versus those strategically rethinking their entire operating model, including pricing, staffing, advisory services, and client expectations. Kacee also shares insights on AI hype versus reality, the future of advisory-focused firms, and the mission behind the new AI Native Accounting Foundation to help firms navigate AI adoption responsibly and effectively. About Kacee Johnson Kacee is a fintech innovation leader who lives at the intersection of emerging tech and practical transformation. She has been honored as CPA Practice Advisor's Top 25 Thought Leaders, Accounting Today's Top 100 Most Influential, AICPA's Most Powerful Women, and is a Certified Corporate Director from NACD. As an independent nonprofit, the AI Native Accounting Foundation equips firms and finance teams to adopt AI with confidence through education, research, and recognition thereby moving the profession past hype and into practice. Learn more about the AI Native Accounting Foundation Connect with Kacee Johnson on LinkedIn Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month end, shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at Woodard.com/podcast

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Commonwealth's McMillan: Trouble's still coming, but not for a while

Money Life with Chuck Jaffe

Play Episode Listen Later May 5, 2026 57:05

Brad McMillan, chief economist for Commonwealth Financial Network, says that there's "an enormous feel-bad headline economy," but the underlying fundamentals are solid enough to keep earnings growing, which will make it that the market does well, or at least avoids a protracted, deep downturn. McMillan worries that when the supply-chain breaks for food, for holiday shopping and more several months from now that it could trigger a recession, but he says that, for now, the numbers that normally signal that a grizzly bear market — a combination of a recession and a crashing market — aren't lined up to happen yet. Mark Newton, global head of technical strategy at Fundstrat Global Advisors, also is staying out of the recession camp, but he does "suspect that we can't just go to the moon right away," and thinks the market could be in for a 5% haircut this month. Newton says that earnings and the economy have been better than expected, which is why he is telling people to "put on the blindfold and put on earphones" to concentrate on strong technical trends and economic data that remain in good shape. Cary Sinnett, senior manager of financial planning at AICPA, discusses the group's survey which showed that while nearly 80% of Americans report having money set aside to cover living expenses and emergencies, the depth of those savings varies dramatically by age and gender, and the even among the savers less than one in five has enough on hand to cover more than a year's costs.

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The Ripple Effect: How Financial Literacy Shapes Generations

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later May 1, 2026 21:35

Cary Sinnett sits down with Jackie Koski to challenge a core assumption in financial planning: strategy isn't the starting point—literacy is. They explore how foundational knowledge shapes better decisions, why behavior often overrides logic, and how financial professionals can expand their impact beyond client engagements. Questions Answered How does financial literacy change a client's path to financial independence? Why do money beliefs derail sound financial decisions? How can advisors scale their impact beyond their client base? Key Themes Literacy as the foundation for better planning outcomes Behavior, beliefs, and decision-making gaps Rethinking FIRE for real-world clients The late starter journey: from shame to action Expanding your role from advisor to educator Why It Matters Better-informed clients make better decisions—and better clients. Your knowledge doesn't need to stop at your client list. AICPA Resources: Financial Literacy resources Financial Literacy Month Spotlight CPAs role in Financial Literacy PFP Champion Program This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Protective claims, client alerts and Kwong: A practitioner playbook

Play Episode Listen Later Apr 30, 2026 23:04

In this episode of the Tax Section Odyssey podcast, host April Walker is joined by Michael Waalkes of Kostelanetz LLP to discuss Kwong v. United States and why it has become a practical, time-sensitive issue for CPA firms after filing season. The episode discusses the facts of the case and what it held at a high level, why Sec. 7508A's COVID disaster relief period (through July 10, 2023) is driving renewed attention, and how the reasoning may affect deadlines, refund-suit timing, and potential interest/penalty arguments for certain clients. The conversation focuses on what firms are doing right now — client communications, internal triage, documentation, and risk management — along with how to think about tools like client alerts and protective claims while the law and potential IRS guidance continue to develop. Questions answered in this episode: What did Kwong v. United States actually hold, and why did it is a "post–April 15" priority for firms? How does Sec. 7508A's COVID disaster relief period (through July 10, 2023) affect statutes of limitation and other key deadlines? Which clients and fact patterns should firms' triage that might be affected by this ruling? What's the practical risk-management approach when the law is still unsettled? What is a "protective claim," and when might it make sense (or not) in the context of Kwong and potential interest/penalty arguments? AICPA resources AICPA IRS Practice & Procedures resource center Disaster Tax Relief Procedures and Processes Other resources National Taxpayer Advocate Blog: Tens of Millions of Taxpayers May be Eligible for Significant Tax Refunds - If they act by July 10 KWONG v. USA court decision Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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The risks of quick‑turn SOC engagements and what CPAs should know

Play Episode Listen Later Apr 30, 2026 14:52

System and Organization Controls (SOC) reports are examinations performed by CPAs in accordance with the AICPA's Statements on Standards for Attestation Engagements to evaluate the controls over customer data that service organizations such as cloud providers or payroll processors have in place. SOC reports provide independent assurance to the service organization's customers, aka user entities, that those controls are suitably designed and operating effectively. The entrance of technology vendors into the realm of SOC reporting has created some efficiencies, but it also has led to promises of "fast and easy" SOC reports that have raised credibility concerns in the marketplace. In this episode of the Journal of Accountancy podcast, Amy Pawlicki, the AICPA's vice president–Assurance & Advisory Innovation, discusses recent developments affecting SOC engagements. The conversation also highlights what CPAs, service organizations, and report users should watch for to protect trust in SOC reporting. Other resources mentioned in the episode include: A JofA article on ethics risks related to SOC tool providers. The AICPA's SOC landing page. Ethics Staff Insights: Business Arrangements With SOC Tool Providers. What you'll learn from this episode: What SOC reporting is — and why a SOC 2 report is not a certification. How a technology trend is threatening SOC credibility. The ethical risks related to SOC reporting tool vendors. The peer review and the AICPA Code of Professional Conduct requirements for CPAs performing SOC work. Where to find AICPA resources for firms, service organizations, and users.

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Audit transformation and post-tax season planning opportunities

Play Episode Listen Later Apr 23, 2026 61:20

During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus, the latest technical updates from DC.

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How to start a CPA practice: Lessons from a firm founder and a risk expert

Million Dollar Relationships

Play Episode Listen Later Apr 23, 2026 20:57

Starting a CPA firm can be both exciting and daunting, with financial, operational, and personal risks along the way. In this Journal of Accountancy podcast episode, Michael Meihaus, CPA, founder of Meihaus CPA, shares what he learned after launching his practice. Alvin Fennell, vice president and senior risk adviser at Aon, adds a risk-management perspective on what new firm owners must plan for from day one. Together, they discuss practical steps, common blind spots, and how CPAs can balance growth with protection. They reference an e-book created jointly by Aon and the AICPA. The e-book's first chapter is unlocked, and readers can access subsequent chapters by supplying their email address. What you'll learn from this episode: The market opportunity that was one factor in a CPA deciding to launch a firm. What Meihaus meant when he said "your strengths and weaknesses are enhanced" as a firm owner. Some of the many business questions new firm owners should answer early. Why starting a firm can, according to Fennell, put CPAs in "a vulnerable spot." Risk-management considerations, including billing practices, engagement letters, and insurance coverage.

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Stop Guessing and Start Knowing with Daniel Burrus

Play Episode Listen Later Apr 17, 2026 47:52

What if uncertainty isn't the problem — it's that you haven't learned to tell the difference between what can change and what can't change? In this episode, Daniel Burrus, one of the world's leading futurists and a New York Times bestselling author of seven books, shares the framework he has used for four decades to predict technological change with remarkable accuracy. From describing Netflix in 1993 to advising the Department of Defense and Fortune 500 companies on AI strategy, Daniel has built a reputation as someone who doesn't just see what's coming; he teaches others how to see it too. As CEO of Burrus Research and creator of the Anticipatory Organization model, Daniel's work has one core goal: help people find certainty in an uncertain world so they can make bold moves, presolve problems, and shape their own destiny. And in an age where AI is reshaping every industry, that ability has never been more valuable. [00:04:40] What He Does and Who He Serves Runs Burrus Research, a firm monitoring global innovations across AI, robotics, genetics, fiber optics, and more Has been doing this work for four decades, starting out as a biology and physics teacher Serves Fortune 500 companies, the Department of Defense, and entrepreneurs worldwide Works as a translator: takes complex technology trends and makes them actionable for anyone [00:05:20] The Science of Certainty Uncertainty causes hesitation; certainty drives bold moves and big decisions Accurately predicted Netflix, Amazon, and smartphones in his 1993 book Techno Trends Has authored seven books including New York Times bestseller Flash Foresight and Amazon number one bestseller The Anticipatory Organization His goal is not just to share trends but to teach a repeatable process anyone can use [00:08:20] Hard Trends vs. Soft Trends All trends fall into two categories: hard trends based on future facts that cannot be changed, and soft trends based on assumptions that may or may not happen Hard trends let you see disruptions before they hit and presolve problems before they occur Soft trends are changeable; if you don't like one, you can influence it The litmus test: can this trend be stopped or changed? If not, it is a hard trend [00:13:40] The Three Categories of Hard Trends Technology is a hard trend category: wireless went from 3G to 4G to 5G and will keep accelerating Demographics is a hard trend category: 10,000 Americans turn 70 every single day and that is not reversing Government regulation around areas like cybersecurity is a hard trend category regardless of the current political climate Combining two hard trend categories, like demographics and technology, is how low-risk, high-reward innovations are born [00:15:00] Billion-Dollar Ideas Hidden in Hard Trends There is currently no easy-launch boat trailer designed for aging seniors, despite a massive and growing market of older boaters An exoskeleton designed for seniors could prevent the falls that lead to broken hips, one of the leading causes of death in older adults A small Bluetooth sensor attached to a shoe and linked to a hearing aid could warn seniors of steps, obstacles, and uneven surfaces All three ideas are grounded in demographic hard trends that are already certain [00:25:40] The Skip It Principle: Your Problem Is Not Your Problem Whatever you think your biggest problem is, that is not it; you are working the wrong problem Drill down by asking why two or three times until you find the real, solvable problem underneath A drug company CEO thought he needed 2,000 PhD researchers; the real problem was unsolved molecular challenges, solved by crowdsourcing solutions globally online The makers of Jaws couldn't make the shark look real, so they skipped that problem and showed the shark's perspective instead; the rest is cinema history [00:33:00] AI: Hard Trend, Not a Threat AI getting more powerful is a hard trend; it cannot be stopped or reversed AI gets you 80% of the way to any task fast, but the human 20% is where trust, relationships, creativity, and judgment live Letting AI do everything makes you obsolete; using it to eliminate busy work frees you to do higher-level, more meaningful work Think of AI as a magnifier, not a replacer [00:36:40] What AI Means for CPAs and Every Other Industry Has been contracted by the global accounting association AICPA to map out what 2040 looks like for the profession Tax preparation and auditing will be fully automated, but CPAs will not disappear; their role will shift to anticipatory problem solving and trusted advisory No industry will be decimated; every industry will be redefined and reinvented The mistake is waiting to be replaced; the opportunity is reinventing yourself now with a more consultative, forward-looking skill set [00:43:00] Shape Your Own Destiny Ask yourself what parts of your current work are repetitive and could be handled by AI Use hard trends to identify what your future role needs to look like, and start learning those things now Download his free 25 Tech Trends Report at www.25techtrendsreport.com Download his free AI Strategy Report, with top AI tools across categories and real company case studies, at www.aistrategyreport.com KEY QUOTES "When you're uncertain, you hesitate. When you have high levels of certainty, you write the big check, you make the bold move." — Daniel Burrus "AI is not good at establishing trust. AI is not good at relationships. You gotta remember that this is a machine." — Daniel Burrus "There is more opportunity right now than any other time in history to not just change, but transform every business, product, service and career." — Daniel Burrus CONNECT WITH DANIEL BURRUS

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Transform Tax Season into Year-Round Client Value with Dr. Brianne Smith

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Apr 17, 2026 18:45

In this episode, Cary Sinnett sits down with Dr. Brianne Smith to explore how CPAs can turn tax work into fully integrated personal financial planning. Drawing on decades of experience leading both a CPA firm and an advisory practice, Brianne breaks down what really changes when you move beyond compliance and step into ongoing client relationships. They unpack the real barriers holding professionals back, how the PFS credential accelerates the shift, and why the future belongs to advisors who can connect tax and planning into one seamless client experience. Key answers you'll get: How can financial planning shift from an add-on to a core part of a CPA's value proposition? What is one of the pricing models that can reshape both client behavior and advisor relationships? What practical first steps could a CPA take to integrate planning without disrupting their existing practice? AICPA resources: Pathways to Practicing Personal Financial Planning Checklist: Building a PFP business Analysis of a Tax Return for Financial Planning Opportunities Guide to Investment Advisory Business Models This episode is brought to you by the  AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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TfP 020. Elevating Women's Initiatives to Drive Transformation

Small Firm Philosophy podcast

Play Episode Listen Later Apr 10, 2026 39:41

In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA's Women's Initiatives Executive Committee, and Mandy Gallagher, Lead Manager of Women's Initiatives at the AICPA, discuss what it really takes to build a firm where women advance and why every firm that does comes out stronger. Laura and Mandy share practical strategies on sponsorship, leadership development, and retention, drawing on real-world examples from across the accounting and finance profession. Walk away with concrete steps to build a more inclusive and competitive firm. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Explore the Sponsorship Success Toolkit, which includes guidance on building an effective sponsorship program. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

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Profession update, AI in focus and internal controls in a GenAI World

Play Episode Listen Later Apr 9, 2026 61:40

In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season.

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What small firms are getting right about tech and why they're not alone

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Apr 8, 2026 8:44

Small CPA firms play a critical role in the accounting profession, and new tools are helping them compete, innovate, and grow. In this episode of the JofA podcast, Stephanie Otero, CPA, the AICPA's vice president–Small Firm Advocate, discusses why small firms matter, how AI and automation are leveling the playing field, and where innovation thrives in smaller practices. She references real-world examples and previews the PCPS Small Firm Success Series, a free, CPE-eligible webcast series for AICPA members. The conversation also looks ahead to ENGAGE in Las Vegas and the ways AICPA resources and communities help small firm practitioners realize they do not have to go it alone. Related resources: Private Companies Practice Section firm membership. Resources for small firms. Transforming Your Business Model resources. April 20 PCPS Overview Session. Article on small firms' use of AI and automation. What you'll learn from this episode: The importance of small CPA firms to the profession and why Otero is passionate about advocating for such firms. How AI and automation can help small firms compete with larger organizations. Practical examples of practitioners using technology to build capacity. AICPA resources can help small firm leaders connect and grow.

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Overcoming Barriers and Building Your Legal Brand with Paula M. Jones

Her Success Story

Play Episode Listen Later Apr 6, 2026 21:30

This week, Ivy Slater, host of Her Success Story, chats with her guest, Paula M. Jones. The two talk about carving a niche in international estate law, building a client base through strategic networking and referrals, and breaking barriers for women leaders in the legal profession. In this episode, we discuss: How a "plain vanilla" estate case involving a longtime green card holder, a surprise $400,000 estate tax bill, and a postmortem QDOT opened Paula's eyes to the complexities of international estate law and revealed "these are my people", multinational clients like the family she grew up in. Paula describes the moment that cemented her five-year exit plan at her past law firm and her decision to start her own practice in 2015. Why building your own client base is the real job security in law, how Paula left with a strong book of business, and what it's been like to grow from solo to hiring full-time employees, moving beyond contract support. How Women Owned Law entered her story, first as a founding-era member who believed women needed real business support, and later, as she returned for help navigating the next stage of growth, she joined a CLE committee and began mentoring newer members. Paula describes one of her favorite tools for managing entrepreneurial fear. Paula M. Jones, founder of Jones Estate Group, has been practicing since 1999 and advising clients on all aspects of international estate law matters for high-net-worth individuals and business owners. She started her own firm in 2015. Client matters include efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning, expatriation tax planning, administration of estates of foreign individuals with U.S. property, foreign account and asset compliance issues, and migration of trusts. Paula is an adjunct professor at Western New England University School of Law, where she teaches International Estate Planning. She serves on the STEP Cross-Border SIG Committee and has authored several articles in respected industry journals such as Trusts and Estates, AICPA's Tax Advisor, and the ABA's Practical Tax Lawyer. Website: https://jonesestategroup.com/ Social Media Links: https://www.linkedin.com/in/paula-m-jones-esq-b9b357113/

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The Inflection Point for CPA Financial Planners: Why Now Matters

Play Episode Listen Later Apr 3, 2026 26:57

This is a pivotal moment for CPA financial planners. In this episode, Leonard Wright joins Cary to break down why the convergence of tax, technology, and client expectations is accelerating the shift toward integrated financial planning. They explore how AI is reshaping compliance, why tax is the natural gateway to deeper planning conversations, and what the PFP movement means for firms of all sizes. Leonard also shares the work happening behind the scenes at the AICPA, from global fiduciary standards to the evolution of financial planning frameworks and offers a clear call to action for CPAs ready to expand their role and impact. Key Questions Answered: What are the best firms doing differently that others still haven't figured out? Why do so many clients say, "I wish my CPA would go further," and what does "further" actually look like? What actually changes when you move from giving answers to guiding decisions? If you started over today, how would you build financial planning into your practice from day one? AICPA Resources: Pathways to Practicing Personal Financial Planning Five tips for generating new service opportunities during busy season PFP Resources From Busy Season to Better Seasons: A CPA's Path to Planning with Deb Meyer This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Personal vs. Enterprise Goodwill: The Divorce Valuation Battleground

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Apr 2, 2026 24:45

Goodwill is one of the most contested issues in divorce business valuation and family law cases. This episode examines personal vs. enterprise goodwill, the double dip problem, and why state law and standards of value can dramatically affect outcomes. Valuation experts share practical insight into how goodwill is analyzed in real world divorce litigation. Guests: David Consigli, Jr., CPA/ABV, CDFA, Partner, FAZ Forensics Luke Thomas, CVA, CDFA, Principal, IAG Forensics Host: Jenny Allen, CPA/ABV/CFF, Partner, Anthem Forensics Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content AICPA Testing Goodwill for Impairment Accounting and Valuation Guide This AICPA Accounting and Valuation Guide delivers practical guidance on goodwill impairment testing, including accounting, valuation, and disclosure considerations. Developed by the AICPA Impairment Task Force and staff, it emphasizes fair value measurement of reporting units for financial reporting purposes. FVS Valuation Podcast archives - Check out what we have to offer Insights for Navigating Common Issues in Business Valuation - 2025 update Personal vs. Enterprise Goodwill: Key Things to Know (Feb 2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

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Financial Benchmarks for Breweries

Craft Beer Professionals

Play Episode Listen Later Apr 1, 2026 46:30

If you're an established Brewery Owner, Operator, or Investor and find yourself asking either "How do we get profitable?" or "How profitable can we get?" you'll find exactly those answers in this session.With a wide range of different brewery types and sizes, true apples-to-apples comparisons are rare, and many owners end up flying blind, running the business with a finger to the wind. Instead, in this session we'll use our Brewery Benchmarks Model, built on data from our work with 285+ breweries across the country, to give clarity on the most important financial benchmarks brewery owners need to know.By the end of the session, you'll know how you compare to your peers, where your biggest profit opportunities are, and how to avoid the mistakes most common to your model. Our goal is to help eliminate the guesswork, so you can make confident decisions and run a profitable business, regardless of size, age, or market conditions.Chris Farmand got his start in 2010 helping a new brewery build its back-office systems, a firsthand look at how complex running a brewery can be. That experience led him to found Small Batch Standard. He's worked with more than 200 breweries, helping them uncover profit through outsourced accounting, tax compliance, and benchmark consulting. Chris holds a BS in Business Finance from the University of Florida and an MBA from the University of North Florida, and is an active member of both the AICPA and FICPA.Join us in person for CBP Connects ChicagoJune 15-17, 2026Come get inspired, leave with actionable strategies: https://cbpconnects.com/

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The future for small firms

Accounting Today Podcast

Play Episode Listen Later Mar 23, 2026 23:48

Stephanie Otero, the vice president, small firm advocacy, at the AICPA, talks about the issues and opportunities that face the smaller firms that make up the backbone of the profession.

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Millions at 18, Broke at 30 (Unless a CPA/PFS Gets Involved)

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Mar 20, 2026 25:03

Your client's kid just signed a D1 scholarship and an NIL deal. Now what? In this episode, Cary Sinnett sits down with Cameron Caprio, CPA/PFS and Founder of Venture Multi-Family Office, to unpack one of the fastest-growing planning challenges in the profession: helping young athletes (and their families) manage sudden, complex wealth before it slips through their fingers. The numbers are staggering. The NIL market is projected to top $2.5 billion in 2026. Yet 60% of former NBA players are reportedly broke within two years of retirement. The opportunity and the urgency couldn't be clearer. You'll hear Cameron and Cary dig into: What NIL actually is and why it's exploding The ideal advisory team for a rising athlete client How to build values-based plans that outlast the contract Why "self-limiting liquidity" might be the smartest move you make The behavioral risks that sink even the biggest payday Whether your client is an NIL athlete, a founder closing a liquidity event, or a spouse inheriting life-changing money, this episode is your playbook for sudden wealth done right. AICPA Resources: Article: The quarterback for client services Learning: Estate Planning Article: CPAs shape the future of financial planning Article: Don't Waste that Windfall! This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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AICPA experts discuss minimum standards for tax preparers

Play Episode Listen Later Mar 18, 2026 17:16

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato is joined by Melanie Lauridsen, AICPA VP of Tax Policy & Advocacy and Todd Sloves, AICPA Director of Congressional & Political Affairs, to discuss why paid tax preparer oversight is back in the spotlight. The conversation looks at key findings from a recent Government Accounting Office (GAO) report, what "minimum professional standards" could mean for the largely unregulated preparer market, and how the Senate's Taxpayer Assistance and Service (TAS) Act would implement guardrails and enforcement tools. The episode also explains a practical proposal from the SAFE Act that could simplify filing extensions and reduce penalty risk for taxpayers. Questions answered in this episode: What did the GAO find in its latest report on paid tax return preparers, and why does it matter to taxpayers and the IRS? Why are so many paid tax preparers considered "unregulated," and what risks can that create for taxpayers? What are "minimum professional standards" for paid preparers, and what role does the AICPA support for establishing them? How would the TAS Act change IRS authority and guardrails around PTINs (including the ability to revoke and restore a PTIN)? How would the SAFE Act's extension safe harbor simplify filing an extension and help reduce underpayment penalty exposure? AICPA resources AICPA Advocacy news and resources AICPA Tax Section Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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From Creation of Accounting Standards to Building an AI tool - Adam Hibbs

FP&A Today

Play Episode Listen Later Mar 16, 2026 57:08

Adam Hibbs has pretty non-linear paths into finance:New Zealand telecom regulator, OfCom, Vodafone, Cable & Wireless, UK Ministry of Defense, and now Global Director of Commercial Strategy at AICPA & CIMA. Financial modeling, commercial contracts, cloud infrastructure, and leadership across blue-chip organizations was preparation for building Josie, that is AICPA & CIMA's generative AI tool for accounting and auditing. In this episode: What makes Josie genuinely different from ChatGPT or Claude for technical accounting work Curated dataset of 40,000 pieces of proprietary IP, real-time updates to FASB, PCAOB, and auditing standards Josie ($550 per subscriber) named after Josiah Wedgwood and a new form of cost accounting CGMA vs CPA Where AI and finance intersect in the next 12-24 months

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2025 filing season: What clients are getting wrong (and how to respond)

Play Episode Listen Later Mar 13, 2026 25:05

Filing season is here — and so is confusion. In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Mark Gallegos, CPA, MST, Partner — Porte Brown, to break down the most common questions around the new H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) provisions, from Trump accounts to the senior deduction as well as discussion around electronic payments and refunds. Practical guidance is here to help you cut through the noise and get it right. What you'll learn from this episode: How new Trump accounts are prompting new client questions while key issues remain unresolve How to clear up confusion around the senior deduction and social security taxation What additional information may be needed from clients for the new deductions for tips, overtime and auto loan interest Why practitioners might need to ask more questions related to energy credit expenditures That managing client misinformation and expectations is a core busy-season skill, especially as guidance continues to evolve. AICPA resources Planning after tax changes FAQs on qualified tip and overtime deductions IRS Payment Modernization: Sending and Receiving Funds Electronically IRS Practice & Procedures Trump accounts under Sec. 530A — FAQs and insights Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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Tax advocacy: AICPA experts on new bills shaping tax preparer rules

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Mar 12, 2026 17:35

Two AICPA tax experts from the Washington, D.C., office joined the JofA podcast to discuss a recent Government Accountability Office report on paid tax return preparers and why its findings matter during a busy filing season. Melanie Lauridsen, vice president–Tax Policy & Advocacy, and Todd Sloves, director–Congressional & Political Affairs, break down bipartisan legislation in Congress — including the TAS Act — and explain how its provisions could strengthen oversight and modernize IRS processes. The conversation also highlights the SAFE Act and its aim to simplify the task of filing extensions for taxpayers and practitioners. The Q&A also outlines where broad consensus exists in the tax community and why this moment could be pivotal for long‑awaited tax administration reforms. What you'll learn from this episode: What the statistics in a GAO report on paid tax return preparers show. How minimum professional standards could strengthen IRS oversight, and why the AICPA supports establishing competency and regulatory guardrails for all preparers. Provisions in the TAS Act recently introduced in the Senate, including reforms shaped by bipartisan work and those aimed at improving taxpayer service. Lauridsen's explanation of how the SAFE Act would simplify filing extensions, reducing the need for complex estimates. A reminder of the particulars of the "mailbox rule." The factors Sloves cites in his belief that the discussed legislation has a path to passage.

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From Knowledge to Impact: The CPA's Role in Financial Literacy with Julia Bush

Play Episode Listen Later Mar 6, 2026 17:11

Financial literacy is not just a client issue; it is a national opportunity for CPA financial planners to lead. With only half of Americans understanding basic financial principles and many households living paycheck to paycheck, the profession is uniquely positioned to step beyond the conference room and into classrooms, community groups, and public conversations. In this episode, Host Cary Sinnett discusses with Julia Bush how CPAs can turn technical expertise into measurable impact. Julia explains why financial literacy remains one of the most critical life skills Americans are often expected to "teach themselves" and why that model continues to fall short, particularly for students. While 30 states now require personal finance education in high schools, funding and implementation gaps persist. The conversation explores: The behavioral gap between knowing and doing in personal finance Why accountability and small actionable steps matter How CPAs can partner with schools, nonprofits, and community groups The impact of organizations like Junior Achievement Practical first steps financial professionals can take to create measurable change For CPA financial planners, this episode is both a call to action and a roadmap for engagement. AICPA Resources: Financial Literacy Junior Achievement Volunteer Invest in girls Institute for Financial Education and Prosperity This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Tariffs on Trial: What the Supreme Court Ruling Means for Tax Practitioners

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Play Episode Listen Later Mar 6, 2026 20:17

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Kasey Pittman, Managing Director of Tax Policy — Cherry Bekaert. A recent Supreme Court decision invalidated key tariffs issued under the International Emergency Economic Powers Act (IEEPA) — raising major questions about refunds, executive authority and what comes next. We discuss the ruling itself, explain what tariffs are impacted and outline practical steps tax practitioners should consider right now for importer clients. What you'll learn from this episode: · Why the Supreme Court invalidated the IEEPA tariffs · Which tariffs are affected and which remain in place · What we know (and don't know) about potential refunds · How tax practitioners with importer clients can add value right now · What to watch next in tariff policy AICPA resources Supreme Court decisions: Implications for the tax and accounting profession Tariff Resource Center Tax implications of tariffs Other resources Global Business Alliance (GBA) Tariff Tracker Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

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588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]

Jason Daily

Play Episode Listen Later Mar 5, 2026 79:53

Top 100 Firms report insights and small firms update

Play Episode Listen Later Mar 5, 2026 62:30

This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season. Topics include: DC update Latest technical guidance Top 100 Firms report insights Small firms update Speakers:  Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Dan Hood, Editor-in-chief, Accounting Today Stephanie Otero, VP, Small Firm Advocate, AICPA

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Summing up economic sentiment and concerns about inflation, recession

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Mar 5, 2026 8:23

Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That's one conversation topic in the latest Journal of Accountancy podcast episode. In the episode, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, break down the sentiment about the domestic economy, the global economy, and respondents' companies. The discussion also touches on top challenges, hiring plans, and recession expectations. What you'll learn from this episode: The increase in own‑company optimism from the previous quarter. The reasons that both optimists and pessimists cite for their views. The "dance" that inflation and domestic economic conditions have done on the survey's list of top challenges. Projected revenue and profit growth in the coming 12 months.

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Valuation's Talent Pipeline: How the AICPA's Model Business Valuation Curriculum Is Changing the Game

Play Episode Listen Later Mar 5, 2026 25:31

This episode explores how the recently enhanced AICPA Model Business Valuation (BV) Curriculum is designed to help prepare the next generation of valuation professionals. A panel of academics and practitioners discuss why the curriculum was developed, the challenges it aims to address along the ABV pathway, and how it introduces the analytical, modeling, and strategic advisory skills that today's market increasingly demands. The Curriculum provides a: Clear, confidence‑building pathway to the ABV credential that supports the accelerating demand for valuation expertise Cohesive, market‑relevant framework that unites accounting and finance to develop high‑impact analytics, modeling, and advisory capabilities Flexible, scalable structure that empowers institutions to elevate and differentiate their academic programs Guests: Dereck Barr-Pulliam, Ph.D. Director of the School of Accountancy and Associate Professor of Accounting at the University of Louisville Marcy Binkley, Ph.D., CPA, CMA, Assistant Professor of Accounting at Middle Tennessee State University Ernest Patrick Smith, CPA/ABV/CFF, Managing Partner, Nawrocki Smith LLP and Adjunct Professor Hofstra and SUNY Old Westbury Host: Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. AICPA Model Business Valuation Curriculum What is the ABV credential? Join the AICPA : This Way To CPA JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content FVS Valuation Podcast archives - Check out what we have to offer Women Leaders in Business Valuation The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

How to Launch an Employee Advocacy Program in Accounting | AICPA & CIMA's Michela Di Giorgio Martin

The Employee Advocacy & Influence Podcast

Play Episode Listen Later Mar 4, 2026 30:19 Transcription Available

The most effective way to launch and run a successful employee advocacy program in a regulated industry is to build momentum first, track meaningful metrics, and demonstrate impact early to earn internal buy-in.In this episode, we are joined by Michela Di Giorgio Martin, the Lead Manager - Social Media at AICPA & CIMA. Michela breaks down the journey of launching a highly successful advocacy program in a regulated industry. You'll learn how she transitioned the program from a simple pilot focused on participation to a sophisticated strategy that tracks shares per active user and EMV. We dive deep into the tactics of meeting employees where they are via emails and Microsoft Teams, the importance of leadership buy-in for adoption, and how even the most technical tax updates can become engaging social content when shared by a trusted peer rather than a corporate page.Resources:Want to know how your employee advocacy strategy really stacks up?Grab your FREE Employee Advocacy Health Check and see how you compare against your competitors.Book a call to discover how employee advocacy can benefit your team.Ready to elevate your employee advocacy? Get a free copy of Bradley Keenan's essential book, ‘Employee Advocacy: 101 Cheat Codes' for deeper insights and actionable strategies.Download the World's Biggest Employee Advocacy Study for free and discover data-backed insights to supercharge your program:Subscribe to The Employee Advocacy & Influence Podcast for more expert insights into employee influence!

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The new frontier of stablecoin reporting

Accounting Today Podcast

Play Episode Listen Later Feb 23, 2026 25:36

New reporting frameworks and regulations around stablecoins are coming thick and fast; in this episode, two experts from the AICPA, Di Krupica and Jeff Trent, discuss the new rules and what they mean for accountants and their clients.

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What's Next for the CPA Financial Planner with Matt Kidd

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Feb 20, 2026 18:50

What is really happening with the PFS? In this episode, Cary Sinnett talks with Matt Kidd, Chair of the AICPA PFS Credential Committee, about the modernization of the PFS Credential, including updating the PFS experienced exam, building the PFP Champions program, expanding avenues to earn the PFS Credential like the PFS Live workshop, growing the visibility of the PFS credential nationwide by highlighting CPA/PFS Financial Planners. They discuss why tax is becoming the gravitational center of financial planning, how CPA financial planners are uniquely positioned to deliver integrated advice, and what both seasoned CPAs and the next generation should understand about the power of adding the PFS. Top Takeaways • The PFS exam and Body of Knowledge are being updated to reflect real-world, tax-integrated planning. • CPA financial planners have a structural advantage in delivering holistic advice. • Raising awareness starts with proudly displaying the CPA/PFS credential. PFS Resources: • PFS Credential • PFS Live Workshop • PFS Handbook • PFS Business Experience • PFS Infographic • Earning your credential info • Engage 2026 This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Inside the AICPA's effort to enhance the skills of early-career CPAs

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later Feb 19, 2026 13:21

Early this month, the AICPA launched its Profession Ready Initiative. In this episode of the JofA podcast, Carl Mayes, CPA, the AICPA's vice president–CPA Candidate Quality and Competency, explained more about the initiative and why a rapidly changing workplace demands new skills from emerging and early-career CPAs. He discussed how automation, AI, and offshoring are reshaping entry-level work — and how Rise2040 research is informing the initiative. Listeners will learn how to get involved, what's planned for ENGAGE, and how the effort benefits both early-career professionals and experienced CPAs. What you'll learn from this episode: Why the AICPA launched the Profession Ready Initiative. How Rise2040 research informed the approach to improving entry-level CPA skills. The ways automation, AI, and offshoring are reshaping the first years of CPA careers — and what new competencies employers say they need as a result. The initiative's multifaceted approach, including research, new learning solutions, academic collaboration, and state-level engagement. Ways that CPAs, educators, and firms can participate. How the effort will benefit both early-career professionals and experienced CPAs.

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#201: Tax Deductions 101

Play Episode Listen Later Feb 15, 2026 27:52

Joshua and Amelie break down the basics of tax deductions and tax credits, offering a simple, high‑level overview to help listeners understand how these tools may reduce their tax bill. Top takeaways: Tax deductions and tax credits both help you pay less in taxes, but they work differently Tax credits offer a dollar‑for‑dollar reduction in your taxes owed— the government treats you as if you paid that amount in taxes. Tax deductions reduce the amount of income the IRS considers taxable. The value of a deduction depends on your tax bracket; higher‑income earners generally benefit more because of progressive tax rates In some cases, you can choose between claiming something as a tax credit or a tax deduction When comparing “above the line” and “below the line” deductions, the “line” refers to your Adjusted Gross Income (AGI). Above the line deductions (adjustments to income) reduce your AGI, which can affect eligibility for certain benefits and credits. Common above the line deductions include retirement contributions (like 401(k)s) and legitimate business expenses Below the line deductions are taken as either the standard deduction or itemized deductions (such as charitable giving or state taxes) MAGI (Modified AGI) is used throughout the tax code, but calculating it can be complex and varies by program — tax professionals handle this best A tax professional can sometimes help you legally shift deductions from below the line to above the line Nearly everyone can benefit from working with a qualified tax professional Many valuable tax credits exist for people with low income, but they're often missed when taxes aren't filed or are filed incorrectly The Earned Income Tax Credit (EITC) is widely under‑claimed; most eligible households never receive it. For families with children, the EITC can average around $3,000 — far more than the cost of basic tax preparation. Check out AICPA's Guide on How to Choose a CPA Look for tax professionals with one of these credentials: Certified Public Accountant (CPA), Enrolled Agent (EA), or Tax Attorney

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Trump Accounts are Coming - and You Need to be Ready

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Feb 6, 2026 20:01

Trump Accounts are here, and they come with a mix of opportunity and complexity. In this episode, Cary Sinnett (PFP Podcast) and April Walker (Tax Odyssey) team up with Sebrina Ivey, CPA/PFS, to break down the key rules and planning implications CPA Financial Planners need to understand. What's covered: · What Trump Accounts are and how they differ from 529s, UTMA/UGMA, and ABLE accounts · The contribution, investment, and trustee rules during the "growth period" · Key decisions at age 18, and how estate and tax planning converge · How to compare Trump Accounts with traditional irrevocable trusts · Planning actions to consider before the tax-free window closes If you're advising families, this is one account structure you can't afford to overlook. AICPA Resources: · Trump Accounts under Sec. 530A — Timeline and insights · IRS Form 4547 · IRS Notice 2025-68 · Planning for tax changes This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

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Strategies for firm growth and beating burnout