Podcasts about aicpa

Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconceptions about the responsibilities of the AICPA, discusses her firm's approach to managing work hours and culture transformation, and highlights the need for creative solutions to attract new talent. The discussion also explores the systemic issue of overwork in large accounting firms and the potential measures that could alleviate these pressures.Meet Our Guest, Carla McCallhttps://www.linkedin.com/in/carlamccallaaf/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Non-grantor trusts are stepping into the spotlight, not for estate tax, but for income tax planning. In this episode, Cary Sinnett sits down with tax expert Bob Keebler to explore how the One Big Beautiful Act (H.R.1) reshapes the planning landscape. You'll hear how you can use trusts to reclaim lost SALT deductions, stack §199A benefits, shift income across generations, and even layer in QSBS exemptions. If your clients are hitting phaseouts or facing high state taxes, this episode delivers advanced strategies to optimize their tax position now and into the future. Non-Grantor Trusts: Keebler explains how trust structures can sidestep phaseouts and help clients reclaim deductions previously lost due to high AGI. The "Tax Trifecta Trust" Explained: Learn how to stack SALT deductions, layer multiple §199A deductions, and shift income strategically using non-grantor trust planning. Five Strategies You Can Use Today Income shifting to lower-bracket heirs Stacking SALT deductions across multiple trusts Boosting §199A deductions with trust-level taxpayers Expanding QSBS exemptions via strategic trust ownership Reducing or deferring state income tax through out-of-state trust situs Real-World Implementation Advice: Bob outlines guardrails around IRC §643(f) to avoid having multiple trusts collapsed into one. Hear how to structure trusts legally and practically for high-impact planning, and how to identify ideal client profiles for this approach. What CPA Financial Planners Need to Watch For: Bob discusses state-specific issues, kiddie tax complications, trust drafting must-haves, and how CPAs can lead the planning process with confidence. AICPA Resources: Video: Decoding Trusts and Wills: Provisions for PFP Practitioners Video: Year-End Planning Through the Lens of H.R. 1 Resource: Charitable planning post OBBBA rules 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.  

Show Notes: "Before You Give or Take Financial Advice, Read This" [SMMC Blog Post]: https://blogs.uofi.uillinois.edu/view/7550/862829868 FTC Disclosures 101 for Social Media Influencers: https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers Investor.gov professional verification tools: https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Illinois Department of Financial & Professional Regulation: https://online-dfpr.micropact.com/lookup/licenselookup.aspx IRS guidance on choosing tax preparers: https://www.irs.gov/tax-professionals/choosing-a-tax-professional “Hack-Proof Your Holidays #GetSavvy Webinar Recording” [YouTube Video]: https://youtu.be/p2Leqox64cY?si=VAKsFJTuZFcCvyEF Related Episodes: Ep. 14 – Short-selling: https://blogs.uofi.uillinois.edu/view/7550/433822269 Ep. 25 – Choosing a Financial Professional: https://blogs.uofi.uillinois.edu/view/7550/518681996 Ep. 65 – Financial Planner vs AI: https://blogs.uofi.uillinois.edu/view/7550/1933077943 Ep. 76 – What is Crypto Anyway?: https://blogs.uofi.uillinois.edu/view/7550/1253298616 Ep 78 – Is Crypto the Wild West?: https://blogs.uofi.uillinois.edu/view/7550/1888916702 Ep. 99 – Financial Socialization: https://blogs.uofi.uillinois.edu/view/7550/1342187809 References: American Institute of CPAs. (2024). AICPA.org. https://www.aicpa.org/ Benson, J. (2016). Cognitive bias codex. https://upload.wikimedia.org/wikipedia/commons/6/65/Cognitive_bias_codex_en.svg Center for Advanced Hindsight. (2024). Resources. https://advanced-hindsight.com/resources/ CFA Institute. (2024). CFA Institute. https://www.cfainstitute.org/ CFP Board. (2024). Code of ethics and standards of conduct. https://www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct Certified Financial Planner Board of Standards. (2024). CFP.net. https://www.cfp.net/ Dictionary.com. (2021). Parasocial relationship. https://www.dictionary.com/e/tech-science/parasocial-relationship/ Federal Trade Commission. (2019). Disclosures 101 for social media influencers. https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers FINRA. (2024). FINRA.org. https://www.finra.org/ Illinois Department of Financial & Professional Regulation. (2024). License lookup. https://online-dfpr.micropact.com/lookup/licenselookup.aspx Internal Revenue Service. (2024). Choosing a tax professional. https://www.irs.gov/tax-professionals/choosing-a-tax-professional Investment Advisers Act of 1940, 15 U.S.C. § 80b-1 et seq. https://www.sec.gov/about/laws/iaa40.pdf Investor.gov. (2024). Check out your investment professional. https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Klayman, J. (1995). Varieties of confirmation bias. Psychology of Learning and Motivation, 32, 385-418. https://doi.org/10.1016/S0079-7421(08)60315-1 National Association of Personal Financial Advisors. (2024). NAPFA fiduciary standard. https://www.napfa.org/fiduciary-standard Pellegrini, A. (2025). Before you give or take financial advice, read this. University of Illinois Extension Blog. https://blogs.uofi.uillinois.edu/view/7550/862829868 Securities and Exchange Commission. (2022, October 3). SEC charges Kim Kardashian for unlawfully touting crypto security [Press release]. https://www.sec.gov/newsroom/press-releases/2022-183 The Decision Lab. (2024). Cognitive biases: A list of the most relevant biases in behavioral economics. https://thedecisionlab.com/biases Yakoboski, P. J., Lusardi, A., & Sticha, A. (2024). The TIAA Institute-GFLEC Personal Finance Index (P-Fin Index). Global Financial Literacy Excellence Center (GFLEC). https://gflec.org/initiatives/personal-finance-index/

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business Engagement and Growth, also explained why CFOs are cautiously optimistic about growth and how the Rise2040 project is helping the profession prepare for long-term change. What you'll learn from this episode: How AI is shifting from simple productivity tools to powerful finance agents — and what that means for accounting professionals. Practical strategies for making hybrid work more effective, including purposeful in-office collaboration. Why CFOs and finance leaders are cautiously optimistic about growth in 2026 despite economic uncertainty. How anticipatory thinking and hard-trend analysis can help accountants prepare for long-term change and disruption. Why trust and integrity remain core accounting values.

Raids replaced audits, and guns replaced spreadsheets. Blake and David connect the dots from Minnesota's sprawling public-assistance fraud to a decade of IRS budget cuts and ICE crackdowns. You'll learn why enforcement shifted from prevention to raids, what California's one-time billionaire tax really proposes, how new AICPA rules could hit PE-backed firms, and why a botched audit didn't cost PwC its client, plus one pro tip to level up your Excel game.SponsorsOnPay - http://accountingpodcast.promo/onpayTaxBandits - http://accountingpodcast.promo/taxbanditsUNC - http://accountingpodcast.promo/uncChapters(00:00) - TAP 470 (00:33) - Minnesota Fraud Scandal Overview (03:18) - Historical Context and IRS Budget Cuts (08:34) - IRS and ICE Collaboration Issues (10:39) - Impact of Budget Cuts on Fraud (20:56) - Current Events and Political Reactions (26:17) - California Billionaire Tax Act (27:58) - Billionaire Tax Proposal Discussion (29:01) - Challenges of Implementing Wealth Tax (29:58) - Practical Concerns and Comparisons (34:24) - VRBO's Legal Battle with Michigan (36:46) - Private Equity and CPA Firms (47:17) - UNC Master of Accounting Program (51:11) - Excel World Championships Insights (55:27) - Earmark App for CPE Credits  Show NotesJudge hits pause on IRS sharing taxpayer information with ICE https://www.nbcnews.com/politics/immigration/judge-issues-order-blocking-irs-sharing-taxpayer-information-ice-rcna245262Federal Agents Pepper Spray Protesters During Tucson Taco Giro Raid https://www.themarshallproject.org/2025/12/05/tucson-ice-raid-protests-taco-giroPoll: Nearly Half of Americans Think Their Financial Security Is Worsening https://www.cpapracticeadvisor.com/2025/12/29/poll-nearly-half-of-americans-think-their-financial-security-is-worsening/175587/California Billionaire Tax Act (2026 Billionaire Tax Act - PDF) https://oag.ca.gov/system/files/initiatives/pdfs/25-0024A1%20(Billionaire%20Tax%20).pdfVrbo Parent Company Sues Michigan Over $18.8 Million Tax Bill https://www.cpapracticeadvisor.com/2026/01/02/vrbo-parent-company-sues-michigan-over-18-8-million-tax-bill/175675/AICPA Seeks Comment on Ethics Rules Update for Alternative Practice Structures https://www.aicpa-cima.com/news/article/aicpa-seeks-comment-on-ethics-rules-update-for-alternative-practiceWH Smith asks shareholders to support PwC despite audit error https://www.internationalaccountingbulleteen.com/news/wh-smith-support-pwc-audit-error/I won the Microsoft Excel World Championship. Here's what every office worker should know about Excel. https://www.yahoo.com/lifestyle/articles/won-microsoft-excel-world-championship-093001306.htmlNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Busy season does not have to define a CPA's entire year. In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Deb Meyer, CPA and founder of WorthyNest, to discuss her path from tax compliance to integrated financial planning. Deb shares why she merged her CPA firm and RIA, how advisory services changed her client relationships, and what CPAs should realistically expect when adding financial planning to their practice. The conversation covers leadership, delegation, client trust, pricing evolution, and the personal motivations behind making the shift. This episode is a must-listen for CPAs exploring advisory services and looking to create more sustainable, value-driven practices. Podcast episode takeaways: Advisory integration improves both efficiency and client experience. Bringing tax, accounting, and financial planning under one roof reduces friction, streamlines workflows, and allows CPAs to serve clients more holistically rather than in disconnected silos. Client transitions require patience and proactive engagement. Clients rarely move from tax compliance to full financial planning overnight. Trust is built over time, especially when CPAs shift from transactional work to year-round planning conversations. The move into planning is as personal as it is technical. Successful expansion into advisory services requires clarity around motivation, willingness to delegate, and acceptance that financial planning redistributes work throughout the year rather than reducing it outright. AICPA Resources: Video: Use your client's tax return to provide valuable financial advice Article: Enhancing tax practices with personal financial planning Video: Steps to add financial planning to your tax practice Article: Building a Financial Planning and Tax Advisory Business podcast series 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.  

Align your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on advisory-first mindsets, using artificial intelligence (AI) with a purpose, collaboration around new legislation and sustainable operating rhythms. What you'll learn from this episode:  How to prioritize client outcomes and reinvest tech-enabled time into higher-value conversations Using AI with purpose — concrete use cases, role-based workflows and "AI stacking" for research, communication and tools Why we need to be ready for digital asset taxation with Form 1099-DA on the way How to be intentional with your operations — creating boundaries, systems and prioritizing consistency over intensity  AICPA resources -          Tax Section landing page -          Tax Section news and member FAQs

In this final episode of our SEC-focused series, we discuss SEC comments on revenue. Revenue is the top line for a reason; it's closely watched by investors and therefore the SEC staff as well. From performance obligations to disaggregated revenue disclosures, we discuss the issues most frequently raised by the SEC staff and offer advice to preparers for getting it right the first time.In this episode, we discuss:1:34 – An overview of SEC comment letter trends related to revenue6:22 – Performance obligations10:48 – Variable consideration17:07 – Principal versus agent considerations26:00 – Disaggregated revenue disclosuresIn case you missed it, check out the previous episodes in this SEC-focused series:SEC now: MD&A 2025 comment letter trendsSEC now: Segments 2025 comment letter trendsSEC now: 2025 comment letter trends on transactionsSEC now: Non-GAAP 2025 comment letter trendsSEC now: Today's landscape and recent developmentsFor more on the SEC, listen to our recent episodes:Key takeaways from the AICPA & CIMA ConferenceSEC to revisit quarterly reporting: Pros, cons, and what's aheadBe sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsMike Coleman is a partner in PwC's National Office who specializes in accounting for revenue and software arrangements and has served technology clients for much of his career. In addition, Mike has represented the firm on the AICPA Software Task Force.Ryan Spencer is a partner at PwC's National Office specializing in SEC reporting matters both for US domestic issuers and some of the world's largest foreign SEC registrants. He has over 25 years of experience serving clients and is a frequent contributor to PwC's publications and communications.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Host Cary Sinnett is joined by Dr. Brianne Smith, a PFP practitioner, CPA firm owner, and accounting professor at Auburn University, for a timely conversation on artificial intelligence in financial planning. Artificial intelligence is moving quickly into financial planning workflows, but not all "AI" tools are created equal. For CPA financial planners, the opportunity is significant: increased efficiency, deeper insights, and more client-centered communication. The risk lies in adopting technology without fully understanding what it does, how it works, and where human judgment must remain firmly in place. Explore with Dr. Brianne Smith how CPA financial planners can separate AI hype from real innovation and adopt emerging tools responsibly, with a clear focus on supervision, workflow integration, and maintaining client trust. What You'll Learn How to distinguish true AI from traditional automation and why that difference matters in practice Real-world examples of how AI is already enhancing document review, meeting documentation, and investment analysis How to supervise AI outputs responsibly while maintaining professional judgment and client trust How role mapping can help identify where AI and automation can free planners to focus on higher-value client work How AI can support both practice scalability and the next generation of CPA financial planners AICPA Resources: AICPA Personal Financial Planning Symposium Video: AI and Technology Updates for Financial Planning Practices Center: AI Tax Resource Learning: The AI Advantage: Leveraging AI for Efficiency and Impact Center: Tax Research 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.  

We continue our SEC-focused series with a discussion of management's discussion and analysis (MD&A), a topic that remains a consistent focus in SEC staff comment letters. In this episode, we explore the latest trends, common themes, and areas of emphasis—including results of operations, liquidity, and critical accounting estimates—and share practical considerations as companies prepare year-end filings.In this episode, we discuss:1:31 – An overview of SEC comment letter trends related to MD&A6:43 – The results of operations25:16 – Liquidity and capital resources28:30 – Critical accounting estimates35:24 – Final reminders and best practices related to MD&AIn case you missed it, check out the previous episodes in this SEC-focused series:SEC now: Segments 2025 comment letter trendsSEC now: 2025 comment letter trends on transactionsSEC now: Non-GAAP 2025 comment letter trendsSEC now: Today's landscape and recent developmentsFor more on the SEC, listen to our recent episodes:Key takeaways from the AICPA & CIMA ConferenceSEC to revisit quarterly reporting: Pros, cons, and what's aheadBe sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsLindsay McCord is a PwC National Office partner specializing in matters related to the SEC and the capital markets. Prior to joining PwC, Lindsay spent over 15 years at the SEC, most recently as the Chief Accountant in the Division of Corporation Finance. In this role, Lindsay led an accounting team in providing technical accounting and reporting support to the Division, including SEC rulemaking, interpretation, and guidance.Ryan Spencer is a partner at PwC's National Office specializing in SEC reporting matters both for US domestic issuers and some of the world's largest foreign SEC registrants. He has over 25 years of experience serving clients and is a frequent contributor to PwC's publications.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

In this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This episode explores the personal and professional journeys that can follow selling a firm.  This candid conversation offers practical advice for firm owners and professionals navigating major transitions in their careers. What you'll learn from this episode:  The importance of prioritizing self-care Why it is normal to expect identity shifts Ways to rediscover your purpose How connecting with others who have experienced similar transitions can ease the journey  AICPA resources Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries) Reimagining firm ownership - Selling smart in a changing environment | Tax Section Odyssey (episode 2 in the reimagining miniseries)   Engage365 Key considerations when selling a CPA practice PCPS Transforming Your Business Model Reimagining Your Tax Practice  

In this episode, we debrief the 2025 AICPA Conference in Washington, DC, highlighting key takeaways including perspectives from SEC Chairman Paul Atkins and other regulatory leaders. Topics include the SEC's rulemaking priorities for 2026, trends in capital formation, and emerging issues such as AI and cryptocurrency. We also explore practical reminders for year-end reporting and insights into international standard setting collaboration.In this episode, we discuss:6:42 – SEC Chair keynote: “Making IPOs great again”12:51 – Emerging issues: AI, crypto, and international standard setting25:08 – SEC shutdown impacts and capital markets backlog32:06 – Rulemaking outlook and year-end reminders47:08 – PCAOB oversight, inspections, and audit standard-setting themesFor more, read our In depth, 2025 AICPA & CIMA Conference: Current SEC and PCAOB Developments.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsKevin Vaughn is a PwC National Office partner specializing in SEC reporting matters. Kevin leverages his extensive experience to support PwC public company and pre-IPO clients on accounting and SEC reporting matters. Prior to joining PwC in 2023, Kevin spent over 18 years at the SEC, most recently serving on the leadership team in the SEC's Office of the Chief Accountant where he focused on technical accounting consultations, SEC rulemakings, and standard setting matters.Scott Feely is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience supporting clients as they address the SEC and financial reporting implications of their capital markets and merger and acquisition-related activities.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

In this episode, host Cary Sinnett is joined by Jeff Levine, CPA, CFP, and nationally recognized tax planning thought leader, to examine one of the most persistent dilemmas in personal financial planning: the tension between income tax strategies and estate tax minimization. They explore why these two priorities often conflict and walk through practical examples CPA financial planners face when advising clients on gifting, step-up in basis, trust structures, and navigating compressed tax brackets. Jeff explains how changes to the federal estate tax exemption, evolving client priorities, and multi-generational considerations require a fresh look at long-standing estate planning techniques. Whether you are working with high net worth business owners or everyday clients with legacy concerns, this episode offers clear guidance on when to prioritize short-term tax efficiency, when to focus on long-term wealth transfer, and how to serve both goals when possible. Topics Covered: Why estate and income tax strategies often work against each other The trade-off between gifting highly appreciated assets versus preserving step-up in basis When income tax planning should take priority even for affluent clients Rethinking outdated uses of credit shelter trusts in the modern exemption environment Grantor versus non-grantor trusts and the income tax implications of each Building flexibility into irrevocable trusts through toggling, decanting, and situs changes AICPA Resources: Toolkit: Year-end planning Article:  Tax Trifecta Trust after H.R. 1 Article: Year-End Planning Through the Lens of H.R. 1 Guide Excerpt: The Adviser's Guide to Financial & Estate Planning: V4 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.

In this Tax Section Odyssey podcast episode, the second in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This conversation explores how accounting firm owners can successfully navigate the process of selling their firm in today's competitive market. Gather actional insights for firm owners considering a sale, emphasizing strategic preparation, objective valuation and thoughtful communication throughout the process. What you'll learn from this episode:    Key qualities buyers look for, including strong people, pricing, processes and technology Common mistakes sellers make, such as accepting the first offer or neglecting competition The important role of due diligence, transparency and cultural fit in successful transactions AICPA resources Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries) Engage365 Reimagining Your Tax Practice PCPS Transforming Your Business Model  

Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday from the Digital CPA Conference, offering context on the most recent government shutdown and on how a potential shutdown early in 2026 could affect IRS services. The interview was conducted one day after the IRS released guidance for health savings accounts. Guidance related to H.R. 1, P.L. 119-21, the law commonly known as the One Big Beautiful Bill Act, was also part of the conversation. In the Q&A, Lauridsen touched on the AICPA's areas of advocacy focus for the new year and why 2025 and 2026 are big tax years. Resources: n  The October discussion with Lauridsen n  The January discussion with Lauridsen What you'll learn from this episode: Lauridsen's analysis of IRS guidance on new tax provisions in H.R. 1. The impact of the 43-day government shutdown on IRS operations. Concerns about taxpayer service and staffing as the filing season approaches. AICPA advocacy priorities for the year ahead.

In this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry.  Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you're part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways AI Is transforming every aspect of valuation Transparency, auditability, and professional standards are critical risks A structured, 8-Step framework for successful AI implementation Guest: Greg Endicott, CPA/ABV. ASA, Managing Director, Strategic Value Group, LLC and Founder and President of ValueVision, Inc. a Microsoft Partner developing an AI-enabled valuation workflow and knowledge management platform. Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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 Guidelines for Responsible Use of Artificial Intelligence (AI) in Forensic and Valuation Services Engagements 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 The state of AI and machine learning in financial instrument valuation | FVS webcast archive The FVS Valuation Podcast archives Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 ESOPs: Preserving Culture, Valuation and Empowering Employees 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      

What happens when technical excellence meets deep human empathy? In this episode, Carl Richards, CFP®, author of Your Money and creator of the famed "Sketch Guy" column in The New York Times, joins host Cary Sinnett to explore how CPA financial planners can foster trust through simplicity, storytelling, and purposeful conversation. Carl shares how sketches can cut through complexity, how planners can create space for real client understanding, and why listening with intention may be your most powerful technical skill. Whether you're coaching a client through uncertainty or explaining a nuanced tax strategy, Carl shows how precision with purpose is the future of trusted planning. You'll Learn in This Episode: Why financial planners are in the behavior change business Carl challenges CPA financial planners to see their role not just as experts, but as guides who help clients change the way they think and act with money. How technical precision with purpose can lead to greater outcomes Carl explains how our drive for technical perfection can sometimes overshadow the deeper emotional and behavioral work required to truly serve clients well. Practical ways to build trust through clarity and vulnerability Learn how to shift your communication from "Here's the solution" to "Let's explore this together"—and how that builds long-term trust. Whether you're a numbers-first technician or a holistic planner striving to connect more deeply with clients, this episode offers both insight and inspiration. Resources: Podcast: Turning Panic into Trust Video: Old Problems, New Solutions: Techniques for Solving Concentrated Stock Positions Podcast: The why, what, and how behind legacy planning for your clients 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.    

In this Tax Section Odyssey podcast episode, April Walker, CPA, CGMA, is joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners, to kick off a three-part series on reimagining firm ownership. The conversation explores the lifecycle of a modern accounting firm, focusing on building a sellable practice, developing future leaders and overcoming common challenges such as owner dependency and process bottlenecks. Hear insights on leveraging people, processes, pricing and technology to create a sustainable, scalable firm. What you'll learn from this episode: Practical strategies for delegation, leadership development and embracing innovation. Actionable advice for navigating growth, preparing for transition and fostering a culture of continuous improvement in today's rapidly evolving tax profession. How process documentation and technology adoption drive consistency in a firm. How to use a pricing model to reflect value provided to your clients. AICPA resources Engage365 Reimagining Your Tax Practice PCPS Transforming Your Business Model  

About a decade ago, Dr. Jackie Meyer hit a wall of exhaustion running her CPA firm, but she refused to hide behind the industry's mask of perfection. Diagnosed with chronic fatigue and juggling motherhood and her work responsibilities, she began to question the relentless pace and the culture of stoicism that define the profession. On her return to The Unique CPA for Episode 239, she explains that instead of retreating, she transformed her struggle into a mission: she built TaxPlanIQ, a platform that lets accountants reclaim their time and sanity, and developed the ROI Method, a value pricing formula now championed by the AICPA. Since then, she's completed her doctorate in leadership and written a forthcoming book, The Balanced Millionaire. Jackie's journey, from iron infusions and late-night epiphanies to a much healthier, sustainable pace now, offers a candid look at what it takes to change not just a career, but an entire profession. Get the full show notes and more resources at TheUniqueCPA.com  

¿Por qué es importante la Diversidad, la Equidad y la Inclusión en la profesión de CPA? En este episodio de #MartesDeNúmeros, conversamos con Crystal Cooke, directora DEI del AICPA, para abundar más sobre este tema. Encuéntralo en

This episode of the JofA podcast explores Accounting Opportunities Experience month, a growing nationwide program to inspire students to pursue accounting careers.   Liz Burkhalter, the AICPA's vice president–CPA Pipeline, shares how CPAs and volunteers are working to reach 50,000 students through classroom visits and events. She also mentioned resources that can help listeners who want to volunteer. n  Specific CPA Pipeline resources for student outreach n  This Way To CPA home page n  Burkhalter's June appearance on the JofA podcast n  The Next Stop: CPA podcast Scott Spiegel, CPA/CITP, CGMA, the chief operating officer of the Association of International Certified Professional Accountants, discusses his return to Rutgers University and why real-world stories can expose students to the diverse opportunities in the profession.  What you'll learn from this episode: The history and growth of Accounting Opportunities Experience month. Burkhalter's summary of participation numbers last year and goals for this year. Resources for accountants interested in speaking to students. Spiegel's motivation for making campus visits. The common questions and misconceptions he hears when talking to students. The importance of in-person outreach and storytelling.

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts 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 Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) 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

Artificial intelligence is transforming how CPA financial planners approach research, analysis, and communication. In this episode, Chris Benson shares how he moved from curiosity to confident integration of AI in his daily practice. He explains how AI helps him generate first drafts of client communication, brainstorm planning strategies, and reduce research time from hours to minutes. Chris also provides a balanced perspective on data privacy, compliance risks, and how planners should evaluate new tools without getting distracted by every new release. Whether you are just beginning to explore AI or already incorporating it into your workflows, Chris's insights will help you find practical, responsible ways to harness the power of AI in your practice. Topics Covered How to begin experimenting with AI as a CPA financial planner The role of AI as a research assistant, communication partner, and brainstorming tool Time-saving examples from client questions, financial modeling, and planning scenarios Risks related to privacy, cybersecurity, and client impersonation Cautious evaluation of emerging AI tools and what to look for in early demos A realistic forecast for how AI may be embedded in future tax and planning software AICPA Resources: Upcoming webcast: AI & Technology updates for PFP   Resources:      AI Tax Resource Center                         Empowering tax professionals with AI                         Leveraging Generative AI                         Business in the age of AI                         Getting started with generative AI/ChatGPT 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.

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, sits down with Mark Gallegos, CPA, MST, Partner — Porte Brown, to unpack key year-end tax planning strategies. They dive into new opportunities for individuals and businesses under the H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA), including the increased state and local tax (SALT) cap, expanded deductions and the return of immediate expensing for domestic research and development (R&D) costs. Tune in for practical insights on proactive planning and multi-year modeling to help clients maximize benefits under the new law.   What you'll learn from this episode: The impact of H.R. 1 on income tax planning Learn more about new and expanded deductions Hear about year-end actions that might be beneficial for taxpayers Why entity choice conversations might be necessary given the current law AICPA resources Planning after tax changes Tax Section Tax Section news and member FAQs Year-End Tax and Financial Planning Toolkit   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.

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode -  click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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. UPCOMING:  Business Valuation School - Dec 1-5, Live online JUST MISSED:  AICPA FVS Conference, Oct 27-29, 2025  - you can purchase sessions and the handouts.  Please see here Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides •    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies 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 Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives 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

Jimmy Williams, CPA/PFS, shares how the role of the CPA is evolving from compliance technician to holistic financial planner. In this episode, Jimmy and host Cary Sinnett explore how trust, technical excellence, and human connection are converging in a new era of planning, and why CPAs are uniquely positioned to lead it. ·       Learn how CPAs can step into their fullest potential as advisors. ·       Hear about the added value to your clients and to your practice. ·       Discover what's driving this shift—and what's holding some back. ·       Gain insight into delivering deeper value through personal connection. ·       Explore the future of the profession and how you can be part of it. AICPA Resources: Article:  Member perspectives: Get support with the PFP Section Article: Raising awareness of the importance of PFP through the CPA Exam Video: Use your client's tax return to provide valuable financial advice Upcoming event: Rise2040: Shaping the Future of Finance and Accounting Article: Sid Kess on the History and Future of CPAs in Financial Planning Article: Get to know your community & learn from each other in this series 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.  

Many potential holiday shoppers and business owners who stand to benefit are showing preseason cheer, as they express their desire to buy gifts despite anxiety about the economy and inflation. Gene Marks shares details of the Intuit survey, as well as news about the AICPA pushing the IRS to deliver additional guidance on no tax on tips and overtime to clarify for business owners their responsibilities. He also talks about the Grinch-like behavior of predatory legal firms targeting small businesses with lawsuits over their website accessibility under the Americans with Disabilities Act. Listen to the podcast. Additional Resources Make Paychex an extension of your team: https://bit.ly/meet-paychex DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Hosts Michael Connaughton and Kevin Williams are joined by Annalee Kruger. Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Families were constantly blind-sided and ill-prepared for medical crisis (strokes, dementia progression, urinary tract infections, etc.) and were thrust into making major care decisions on behalf of aging parents. Families had no idea how to navigate senior care, dementia, changing roles within the family, how to manage their own lives plus new needs of aging parents, and they also had no idea what their aging parents had in order. She is a national speaker on aging, caregiving, dementia, family dynamics/mediation, and end-of- life. Major financial services conferences she has presented at: IWI, FPA, NAPA, NAIFA, AICPA, CIMA, Truist, D.A. Davidson, and many other conferences in the healthcare/senior care industry. She authored, The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers. Annalee also offers training packages for the financial services and healthcare industries—which include in-person, webinar, and masterminds. Annalee also created the Elder Planning Specialist certification program, specifically for CFP's who want to earn a certificate to better identify and address the needs of their aging book of business. They discuss:  Caregiving options and the challenges  Creating an Ageing plan  Navigating family crisis And much more. Care Right Inc.'s website: https://carerightinc.com/ Annalee's LinkedIn: https://www.linkedin.com/in/annaleekruger/ Her book, The Invisible Patient: the Emotional, Financial, and Physical Toll on Family Caregivers - https://www.invisiblepatientbook.com/

Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.  The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies.  The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests:   David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host:  Alex Partin, CPA/ABV, Mueller & Partin, PS Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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 Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days  Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes:  Why firms are choosing ESOPs What to know when you client is considering employee ownership   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 Valuations performed for employee stock ownership plans (ESOPs) and FAQs  What every valuation analyst should know about employee stock ownership plans (ESOPs)  The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services 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    

Bob Keebler joins Cary Sinnett to unpack why this year-end is anything but routine.  With shifting tax thresholds and surprise penalties lurking under the surface, every decision matters more than ever.  This rapid-fire episode arms CPA financial planners with critical year-end strategies, from Roth conversions to trust distribution traps.  Don't miss your chance to finish strong and plan ahead with confidence. AICPA Resources: Article:  Tax code changes: What H.R. 1 means for you and your clients Article: Tax Trifecta Trust after H.R. 1, known as the One Big Beautiful Bill Act Chart: PFP Tax Bracket Management Chart 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.

A special edition AICPA Town Hall focused on the government shutdown.   Speakers:  ·        Lisa Simpson, VP – Firm Services, AICPA ·        Mark Peterson, EVP – Advocacy, AICPA ·        Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA ·        Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA ·        Dan Noll, VP, Financial Reporting & Audit Quality, AICPA ·        Jason Brodmerkel, Sr. Manager – Accounting Standards, AICPA ·        Stephanie Otero, VP, Small Firm Advocate, AICPA ·        Sue Hicks, Director, Employee Benefit Plan Auditing & Accounting, AICPA

This week's podcast guest is Kimberly Ellison-Taylor, CPA/CITP, CGMA, the CEO of KET Solutions and former AICPA and Association of International Certified Professional Accountants chair. Ellison-Taylor joined the show from the National Association of Corporate Directors 2025 Summit earlier this week, where AI was the main topic of conversation. What else are corporate boards discussing? And how is the accounting profession faring on certain aspects of growing the talent pipeline? Ellison-Taylor has answers, along with a look ahead to AICPA events in November and December. Resources: Global Women's Leadership Summit (Nov. 10–12, Nashville, Tenn.) Digital CPA Conference (Dec. 7–10, National Harbor, Md.) What you'll learn from this episode: The priorities and top concerns of corporate boards, starting with AI. How the accounting profession and firms in particular are doing when it comes to “looking inward.” Why Ellison-Taylor says that ambition can be defined different ways by different people. More about her comment that “at some point, we all will be digital CPAs.”

About the Guest(s):Paula M. Jones has been practicing law for almost 25 years. After a decade at large international law firms, she opened her own practice in 2016.LinkedIn - Paula M Jones, EsqHer domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations. She employs marital, residuary, disclaimer, dynasty, asset protection, grantor-retained annuity and intentionally defective grantor trusts, as well as family corporations to protect and preserve assets for many generations. She represents trustees and beneficiaries of trusts in trust-related matters. Her Orphans' Court practice includes trust reformations, trust mergers and divisions, terminations, accountings and audits. She represents parties in negotiations to avoid fiduciary litigation.Her work with international clients includes efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, administration of estates of foreign individuals with U.S. property and other related matters. She has represented many individuals in regard to foreign account and asset compliance issues.Paula is currently an adjunct professor at Western New England University School of Law where she teaches International Estate Planning. She has guest lectured at Columbia University, Temple University School of Law's Masters of Laws Program and Rutgers University School of Law. She lectures frequently for organizations such as the American Immigration Lawyers Association, Society for Human Resource Management and the American Bar Association, as well as local estate planning councils.Paula has authored several articles in respected industry journals such as Trusts and Estates, AICPA's Tax Advisor and the ABA's Practical Tax Lawyer. In addition, she developed a workshop on estate planning basics, titled “Will Power: Wealthy or Not, Your Estate Matters.” The companion book was published by The Graduate Group.Paula is admitted to practice in the State of New York, the Commonwealth of Pennsylvania, the State of New Jersey, the U.S. Tax Court and the U.S. District Court, Eastern District of Pennsylvania.Episode Summary:In this episode of the Money Roots podcast, host Amy Irvine engages in an enlightening discussion with Paula Jones, the esteemed owner of Jones Estate Group. With a robust background in international and domestic estate law, Paula delves into the intricacies of cross-border estate planning. She offers valuable insights into the roles her firm plays in estate planning, particularly emphasizing the importance of having a qualified team comprising estate attorneys, financial planners, and immigration lawyers when considering dual citizenship or cross-border living.Throughout the podcast, Paula addresses key issues associated with holding assets across different countries and the complex scenarios faced by individuals with multinational ties. Her discussion includes an exploration of residency determinations, tax treaty applications, and the vital significance of qualified domestic trusts in safeguarding assets. Paula's practical advice caters to a growing audience interested in international living, offering concrete steps to ensure seamless estate planning while navigating diverse legal systems.Key Takeaways:Having a qualified team of advisors, including an estate attorney, financial planner, and immigration lawyer, is crucial for...

In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve as your firm grows, why it's essential to revisit partner compensation, and how to guide your team through transitions. Suzanne also highlights ways to build a strong, connected culture for remote employees. Looking ahead, she expresses excitement about the future of the profession, highlighting the potential for meaningful impact in having an increased advisory role. Tune in, subscribe, and visit our podcast home page for more episodes. 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. 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    

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato discusses the impact of the recent and ongoing federal government shutdown on IRS operations and tax practitioners with Melanie Lauridsen, VP of Tax Policy & Advocacy at the AICPA. The conversation covers the history and mechanics of government shutdowns, what we know about IRS contingency plans and the practical effects on taxpayers and professionals. Listeners can also gain timely insights into recent developments such as the transition away from paper refund checks and implementation of guidance and updates to forms related to the new tax legislation. What you'll learn from this episode:  Government shutdown impacts on IRS operations Important information from the IRS on electronic refunds and payments Updates on guidance received from Treasury and the IRS on H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) implementation Concerns about IRS service levels in a government shutdown  AICPA resources ·       Navigating the government shutdown ·       Client letter and FAQ for a government shutdown during tax season ·       Planning after tax changes IRS resources ·       FY2026 IRS Lapse in Appropriations Contingency Plan   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.

Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday to provide context on the government shutdown and its effect on IRS services, along with discussion on other tax advocacy topics. The interview was conducted the day before the IRS announced that most of its operations were closed and that a plan to furlough employees had begun “for everyone except already-identified excepted and exempt employees.” In the Q&A, Lauridsen also provided background on shutdowns and their effect on filing season. She also explained why the IRS announcement in September that it was phasing out paper checks for tax refunds has generated so much buzz among practitioners. What you'll learn from this episode: A history lesson on government shutdowns, which previously went by a different name. Why the IRS definition of “filing season” is different than reality for many tax practitioners. Why the IRS announcement about ending tax refunds by paper check has been a popular topic among practitioners. An example of the guidance “trickling in” on new tax provisions. Estimated cost savings for certain businesses as a result of the preservation of the state and local tax deduction for pass-through entities. The filing-season concerns that “get ramped up” because of the government shutdown.

Blake and David examine the growing threat of AI-generated fake receipts, with 32% of accountants unable to recognize fraudulent documents and 30% reporting an increase in fraud since last year. They also discuss the concerning decline in entry-level auditor positions (down 43% since January) as firms adopt AI automation, while nearly half of accounts payable professionals now fear layoffs and also explore the concept of "work slop"—low-quality AI-generated work costing businesses nearly $200 per employee monthly—and debate whether firms should require clients to use standardized technology stacks, with only 37% currently doing so. SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBill.com - http://accountingpodcast.promo/bill.comBluebook - http://accountingpodcast.promo/bluebookChapters(01:43) - Headline Story: Tech Stack Adoption in Accounting Firms (03:05) - Survey Insights: Tech Stack Usage in Firms (07:15) - AI's Impact on Entry-Level Jobs (13:55) - The Rise of 'Work Slop' and Its Costs (20:44) - AI and Automation in Accounting (25:08) - Human-in-the-Loop Automation with Zapier (28:22) - AI in Tax Research and IT Blockers (30:51) - Competitive Moats and Custom Bots (32:26) - Exciting Changes in CPE Standards (34:59) - Drake Software's Cloud-Based Tax Solution (43:06) - State Department Embezzlement Scandal (44:59) - Trump's Tariff Announcements (50:28) - H-1B Visa Fee Increase (56:20) - Conclusion and CPE Information  Show Notes32% of accountants can't recognize AI-generated fake receipts https://www.accountingtoday.com/news/32-admit-they-cannot-recognize-ai-generated-fake-receiptsEntry-level auditor job postings fell 43%, per Randstad https://www.accountingtoday.com/news/entry-level-auditor-job-postings-fell-43-per-randstadAI-Generated "Workslop" Is Destroying Productivity https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity97% say CPA firms not using tech efficiently says survey https://www.accountingtoday.com/news/97-say-cpa-firms-not-using-tech-efficiently-says-surveyCPA.com & BILL Growth Survey: How Firms Plan to Stay Ahead https://www.bill.com/blog/cpa-and-bill-growth-technology-surveyAP Pros Face Growing Layoff Concerns and See Automation as a Career Lifeline https://www.cpapracticeadvisor.com/2025/09/11/ap-pros-face-growing-layoff-concerns-and-see-automation-as-a-career-lifeline-2/168818/Get more control over your workflows with Human in the Loop! https://help.zapier.com/hc/en-us/articles/38838619533069-Get-more-control-over-your-workflows-with-Human-in-the-Loop54% use AI in tax research, but search engines remain prominent https://www.accountingtoday.com/news/54-use-ai-in-tax-research-but-search-engines-remain-prominentDrake Software Introduces Drake Tax Online https://www.cpapracticeadvisor.com/2025/09/24/drake-software-introduces-drake-tax-online/169572/Drake Software Launches Drake Tax Online: Powerful, Flexible Tax Software in the Cloud https://www.prnewswire.com/news-releases/drake-software-launches-drake-tax-online-powerful-flexible-tax-software-in-the-cloud-302566087.htmlNASBA, AICPA release proposed revisions to CPE standards https://www.journalofaccountancy.com/news/2025/sep/nasba-aicpa-release-proposed-revisions-to-cpe-standardsNASBA, AICPA Release Exposure Draft of Proposed Revisions to CPE Standardshttps://nasba.org/blog/2025/09/15/revisions-to-cpe-standards-2025/ H-1B FAQhttps://www.uscis.gov/newsroom/alerts/h-1b-faq Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

Are accounting firms quietly having their best year ever? Blake and David break down why revenues and partner comp are rising—despite AI anxiety—and what it means for pricing and staffing. They unpack Gusto Money's Melio-powered bill pay, Relay's $1B milestone, Drake's new workflow, and AI tools that actually help (note-takers, agents, research). Plus: Trump's biannual reporting idea, peer review for PE-backed firms, BOI reversal, and the messy ‘no tax on tips' proposal.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupBluebook - http://accountingpodcast.promo/bluebookChapters(00:00) - Introduction and Revenue Insights (00:43) - Welcome to the Accounting Podcast (01:00) - Gusto Showcase Event Highlights (04:18) - The Importance of Long-Term Relationships in FinTech (08:58) - Advisory Amplified Tour Announcement (11:06) - AI in Accounting: Honest Reflections from a Tech Founder (16:48) - AI Meeting Assistants for Accounting Firms (21:03) - Comparing AI Tools: Blue Jay vs. ChatGPT (29:43) - Accounting Firms' Revenue and Compensation Growth (31:12) - Rising Costs and Accounting Firm Strategies (32:25) - NASBA's New Mobile App for CPA Exam Candidates (33:50) - Drake Software's Workflow Automation Launch (37:13) - AI in the Workplace: Surveys and Trends (41:16) - Fiverr's Shift to AI and Layoffs (44:09) - Trump's Proposal on Financial Reporting (50:01) - Private Equity and Peer Review Oversight (52:28) - Tax-Free Tips and Proposed Regulations (54:13) - AICPA and NASBA's Earn and Learn Program Shutdown (55:20) - Conclusion and Listener Engagement  Show NotesCPA Firms Report Steady Growth in Revenue and Profit, AICPA Research Finds https://www.aicpa-cima.com/news/article/cpa-firms-report-steady-growth-in-revenue-and-profit-aicpa-research-findsVinyl Raises $2M to Build the Future of AI Meeting Assistants for Accountantshttps://www.usevinyl.com/insights/blog/vinyl-seed-funding-announcementDrake Software Unveils Powerful New Tax Workflow Automation Toolshttps://www.prnewswire.com/news-releases/drake-software-unveils-powerful-new-tax-workflow-automation-tools-302558230.htmlNASBA Releases CPA Mobile App for Future CPAs https://www.accountingtoday.com/news/nasba-releases-cpa-mobile-appAICPA Seeks Comment on Peer Review Proposal for Firms with Private Equity Backinghttps://www.cpapracticeadvisor.com/2025/09/16/aicpa-seeks-comment-on-peer-review-proposal-for-firms-with-private-equity-backing/169014/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

When families look to CPA financial planners, they're often asking more than just tax or investment questions. They want to know: Will my kids be ready when it's their turn to inherit? In this episode, Cary Sinnett welcomes Mindy Kalinowski Earley, consultant to ultra-high-net-worth families and Chief Learning Officer at Family Office Exchange. With two decades of experience at the intersection of family dynamics and education, Mindy challenges planners to move beyond balance sheets and into legacy stewardship. Together, they explore: ·       Why preparing heirs is about purpose, values, and emotional intelligence—not just financial literacy. ·       How advisors can help design learning experiences that build resilience, trust, and stewardship across generations. ·       The hidden lessons families pass down through behavior and how advisors can help surface values more intentionally. ·       Practical ways to start the conversation about rising-generation education with clients. For CPA financial planners, this conversation offers insight into one of the most complex and rewarding areas of planning: ensuring that wealth transitions are not just tax efficient, but truly human-centered. Resources: Podcast: How to talk to your kids about your estate plan Podcast: Guiding families in their philanthropic endeavors Article: Talking to your kids about money Video: Financial independence: Rethinking retirement Video: Discover how to hae impactful legacy conversations 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.    

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato sits down with tax expert Annette Nellen, Esq., CPA/CGMA, to discuss the latest developments in tax legislation, specifically H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Annette shares her insights on the new tax provisions, effective dates and the importance of accurate information and research in the tax field. This episode also serves as a preview of the upcoming National Tax Conference in Washington, D.C., where Annette will be speaking on key tax updates for individuals and businesses.  What you'll learn from this episode: ·       What tax provisions from H.R. 1 are permanent vs. temporary ·       Where guidance and technical corrections are needed related to H.R. 1 ·       Learn more about recent IRS rules and significant court cases ·       The importance of accurate information and thorough research in the tax area AICPA resources Register here for the AICPA National Tax Conference – Nov. 17 – 18, Washington, DC Planning after tax changes 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.

Gian Pazzia is the Chairman & Chief Strategy Officer at KBKG, where he oversees all strategic initiatives for one of the nation's leading specialty tax firms. With over 25 years of experience in the cost segregation industry, Gian is a recognized authority in his field and a former President of the American Society of Cost Segregation Professionals (ASCSP). During his tenure, he spearheaded the publication of the first technical standards for cost segregation reports and worked closely with the IRS on audit techniques, repair regulations, and landmark tax cases. As one of the first professionals in the U.S. to earn the Certified Cost Segregation Professional (CCSP) designation, Gian has provided expert testimony before the IRS and has been published in journals such as Accounting Today, AICPA's Tax Advisor, and Bloomberg Tax. Before joining KBKG, he worked at two of the Big Four accounting firms, helping to develop proprietary cost segregation software and advanced training programs. Today, Gian is a sought-after speaker who has educated thousands of CPAs and real estate professionals nationwide. In this episode, Gian and I dive into the world of cost segregation and its powerful role in boosting cash flow for real estate investors. We explore how accelerating depreciation can save investors significant money on taxes, why bonus depreciation is such a game-changer, and how even small property owners can benefit. Gian also shares insights into energy efficiency tax incentives, how technology and AI are making cost segregation more accessible, and why running real estate like a true business is the key to long-term wealth.   What You Will Learn: Who is Gian P. Pazzia, and how did he become one of the nation's leading experts in cost segregation? What exactly is cost segregation, and how can it accelerate depreciation to maximize investor cash flow? How has bonus depreciation reshaped the tax landscape for real estate owners? What practical examples show the impact of cost segregation on small and mid-size properties? How KBKG's software empowers everyday investors to take advantage of strategies once reserved for large institutional players. What energy efficiency tax incentives are available to multifamily investors and developers? Why treating real estate like a business—and leveraging the right tax strategies—is critical for building lasting wealth. Gian's story is proof that expertise, strategy, and innovation can transform the way investors approach real estate. Whether you're a new landlord with a duplex or a seasoned multifamily developer, this episode will give you practical tools to minimize taxes, maximize cash flow, and grow your portfolio more effectively.   Links & Resources: Email Address: gian.pazzia@kbkg.com Facebook: https://www.facebook.com/KBKGTaxIncentives/ X: https://twitter.com/KBKG LinkedIn: https://www.linkedin.com/company/kbkg/ Youtube: https://www.youtube.com/user/KBKGinc Discount for listeners: Use code MASSIVE2025 at checkout for 10% off KBKG's residential cost segregation software.   Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: Join GIA Team | The Global Investor Agent Team to see what we can offer and to schedule your FREE consultation! Our NEW book is out…order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX   HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

The AICPA has issued an updated practice aid to help firms implement the new quality management standards. See if it can help you. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA unveils new QM resources to help firms meet Dec. 15 deadlineQuality management standards articles and eventsJoin the Accounting & Auditing Standards Interest Group

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, delves into  the recently issued IRS Rev. Proc. 2025-28 with Mark Gallegos, CPA, MST, Partner — Porte Brown. Tune in to discover the implications of this IRS guidance and hear about the strategic decisions businesses can make to take advantage of presented opportunities.   What you'll learn from this episode:  Details of Rev. Proc. 2025-28 Changes made by H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) to Sec. 174 research & experimental (R&E) expenditures Options for small businesses to be able to retroactively take advantage of the changes Decision criteria for evaluating how to advise affected businesses How to navigate R&E expenditures going forward for 2025 returns  AICPA resources Planning after tax changes Practical Insights from IRS Rev. Proc. 2025-28 Summary of IRS released R&E expense guidance under H.R. 1 and Rev. Proc. 2025-28 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.

Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.  Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA 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. 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    

Sentiment about the U.S. economy improved slightly — but not nearly enough to be considered a positive outlook — in the latest quarterly Business and Industry Economic Outlook Survey by the AICPA and CIMA. For a breakdown of the results, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development. He discusses finance decision-makers' views on tariffs and inflation and the 12-month projections for revenue and profit. What you'll learn from this episode: ·         The “softening” related to domestic economic conditions — and why that's not enough to overcome mainly negative sentiment. ·         The percentage of executives who foresee a recession this year or next. ·         Finance leaders' approaches in response to tariffs. ·         The top challenges beyond inflation facing survey respondents. ·         How respondents feel about the state of the global economy.

Tom Hood, Executive Vice President of Business Growth and Engagement at the AICPA, shares his perspective on the forces shaping the future of accounting and finance through Accounting and Finance 2040: Rise to the Future Together.In this conversation, Tom discusses the rapid evolution of the finance function, driven by generative AI, digital transformation, shifting business models, and changing workforce expectations. He examines the skills professionals will need to thrive, highlighting adaptability, curiosity, and strategic thinking alongside technical expertise.Tom also offers practical advice for finance leaders and professionals on how to prepare themselves and their teams for what is coming next.Resources:Tom Hood, CPA, CGMA, CITP, EVP Business Engagement & Growth, AICPA LinkedInMcKinsey Reports on CFO PrioritiesDeloitte CFO Signals ReportGartner Finance Insights

Listen in for a masterclass in courage: not the absence of fear, but the refusal to let fear run the show. Mark Friedlich grew up in a tenement apartment on the Lower East Side of Manhattan, the son of Holocaust survivors, sharing a bedroom and living with scarcity. Today, he speaks on global stages, testifies before Congress, and serves as Vice President of Government Affairs at a multinational corporation. He also stutters, sometimes noticeably, always unapologetically. In this raw, powerful conversation, Mark shares how he built a career at the highest levels of leadership without ever hiding his voice. He doesn't minimize his fear. He prepares. He shows up. He speaks anyway. If you've ever feared speaking up in a meeting, on a stage, or in a tough conversation, this episode will change how you see fear, confidence, and what it really means to own your voice. In this episode on how to own your voice in high-stakes situations, you'll discover: Why Mark never saw stuttering as an impediment, and what that mindset unlocked for him; The difference between fear that stops us and fear that sharpens us; How to own your voice in high-stakes situations, even if you stutter; How to respond with strength and grace when other people give you “the look”; How preparation, mindset, and choosing discomfort can be antidotes to holding back; Mark's memorable conversation with President Bill Clinton; And more. AUDIO TIMESTAMPS 00:00 – Introduction to TranscendingX and the Power of Voice 01:17 – Meet Mark Friedlich: From Stuttering and Scarcity to Executive Leadership 04:14 – What It's Like to Be a VP of Government Affairs in a Global Corporation 07:03 – How Preparation Builds Confidence in High-Stakes Situations 17:29 – Redefining Stuttering: From Weakness to Source of Strength 19:51 – Why Authenticity Creates Trust and Lasting Impact 21:02 – Owning Personal Identity and Evolving With Intention 22:33 – How to Handle Social Reactions and Stay Grounded 25:06 – Standing Up for Yourself with Clarity and Respect 25:56 – Understanding the Personal and Professional Cost of Speaking Up 29:00 – Strategic Preparation Tips for Confident Communication 33:51 – Final Reflections on Leadership, Courage, and Being Seen ABOUT THE GUEST Mark Friedlich, ESQ, CPA is Vice President of Government Affairs for a multinational software corporation, advising the Senate Finance Committee, House Ways and Means Committee, and multiple presidential administrations. With senior executive experience at PwC, Thomson Reuters, and Wolters Kluwer, he's recognized as a leading authority on tax, accounting, and economic policy. Mark serves on the IRS Board, AICPA, and HBR Advisory Council. A person who stutters, Mark grew up on New York's Lower East Side with Holocaust survivor parents and transformed potential limitations into leadership strengths. From testifying before Congress to mentoring young professionals who stutter, Mark demonstrates that authentic leadership means owning every part of yourself. Preparation is everything. Authenticity is non-negotiable. Every fear presents an opportunity. QUOTES “Put yourself in uncomfortable situations because that's the only way one will grow” - Mark Friedlich “We can't control most situations. The only thing we are able to control is how we react.” - Mark Friedlich “Whether you think you have a speech impediment or you don't think you have a speech impediment, you're right.” - Uri Schneider ABOUT THE HOST Uri Schneider, M.A. CCC -SLP is co-founder and leader at Schneider Speech; creator and host of Transcending Stuttering; and former faculty at the University of California, Riverside School of Medicine. SEE ALL SHOW NOTES http://www.transcendingx.com/podcast LEARN MORE at http://www.transcendingx.com and http://www.schneiderspeech.com

Blake and David discuss how both AICPA and NASBA have officially endorsed a 120-hour CPA licensure pathway in the ninth edition of the Uniform Accountancy Act, validating Blake's long-standing advocacy against the 150-hour requirement. They also examine Baker Tilly's policy, which requires CPAs to remove their designations from email signatures and LinkedIn profiles due to alternative practice structures. They move on to the launch of GPT-5, praising its improved integration but noting concerning chart errors in OpenAI's presentation and ongoing hallucination issues. Rounding things out, they also discuss Trump's firing of newly-appointed IRS Commissioner Billy Long after just weeks in office, comparing it to his dismissal of the Bureau of Labor Statistics head over unfavorable job revision data.SponsorsOnPay - http://accountingpodcast.promo/onpay Keeper - http://accountingpodcast.promo/keeperMissive - http://accountingpodcast.promo/missive TeamUp - http://accountingpodcast.promo/teamupChapters(00:41) - AICPA and NASBA owe Blake an apology (02:35) - AI and GPT-5 Launch (04:17) - CPA License Controversy (13:04) - IRS and BLS Firings (24:54) - Tariffs and Economic Impact (37:13) - Impressive Results with GPT-5 (41:13) - Private Equity and Accounting Firms (45:16) - AI Errors in High-Stakes Presentations (56:41) - SEC's New Stable Coin Regulations (59:56) - China's Response to US Stable Coin Regulations (01:01:16) - KPMG and the Silicon Valley Bank Collapse (01:03:20) - Macy's Executive Bonuses Clawed Back (01:05:33) - Luckin Coffee's Auditor Penalized (01:08:34) - Mike Lynch's Estate Hit with $1 Billion Judgment (01:09:51) - Match Group's Stock Surge and Economic Optimism (01:12:58) - Final Thoughts and Continuing Education  Show NotesNASBA, AICPA give blessing to 120-hour CPA pathwayhttps://www.cfo.com/news/governing-bodies-of-accounting-give-blessing-to-120-hour-cpa-requirement/754033/ AICPA and NASBA Approve Model Legislation for New CPA Licensure Pathhttps://nasba.org/blog/2025/05/13/aicpa-and-nasba-approve-model-legislation-for-new-cpa-licensure-path/NASBA and AICPA Publish Ninth Edition of the Uniform Accountancy Act (UAA)https://nasba.org/blog/2025/07/22/nasba-and-aicpa-publish-ninth-edition-of-the-uniform-accountancy-act-uaa/Alaska Becomes the Latest State to Offer an Alternate CPA Pathway, With No Help From the Governorhttps://www.goingconcern.com/alaska-becomes-the-latest-state-to-offer-an-alternate-cpa-pathway-with-no-help-from-the-governor/CPA requirements by statehttps://www.cfo.com/news/cpa-requirements-by-state-cfo-accounting-updates-changes-150-hour/740328/Baker Tilly Secures Private Equity Investment in Largest CPA Transaction to Datehttps://insidepublicaccounting.com/2024/02/05/baker-tilly-secures-private-equity-investment-in-largest-cpa-transaction-to-date/Trump ousts Billy Long as IRS commissioner, names Bessent acting headhttps://www.cnn.com/2025/08/08/politics/billy-long-ousted-irs-commissionerIRS Commissioner Billy Long replaced after less than two monthshttps://www.npr.org/2025/08/08/nx-s1-5496549/irs-billy-long-trumpTrump removes Billy Long as IRS commissioner, giving him the shortest-ever tenure in the rolehttps://federalnewsnetwork.com/management/2025/08/trump-removes-billy-long-as-irs-commisioner-less-than-2-months-after-his-confirmation/OpenAI botches the charts in GPT-5 introductionhttps://flowingdata.com/2025/08/07/openai-botches-the-charts-in-gpt-5-introduction/GPT-5 Launch Demo Plagued With Catastrophically Dumb Errorshttps://futurism.com/gpt-5-demo-dumb-errorsSam Altman addresses 'bumpy' GPT-5 rollout, bringing 4o back, and the 'chart crime'https://techcrunch.com/2025/08/08/sam-altman-addresses-bumpy-gpt-5-rollout-bringing-4o-back-and-the-chart-crime/Introducing GPT-5https://openai.com/index/introducing-gpt-5/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube...

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now needs monthly attestation reports and annual audits, creating hundreds of new recurring revenue streams for accounting firms willing to take on the risk. Plus, they explore whether there are enough auditors to actually make this system work, and what happens if quantum computing breaks cryptocurrency security. The episode also covers PCAOB leadership changes under the new administration, live-tests AI agents trying to enter invoices (spoiler: it's messier than the hype suggests), and updates on the 23 states now offering alternative CPA pathways.SponsorsMissive - http://accountingpodcast.promo/missiveRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:17) - AI in Accounting: Browser Integration (02:35) - Major News: The Genius Act and Its Implications (03:38) - Sponsor Shoutouts and Livestream Interaction (05:06) - Audit News: Erica Williams and PCAOB Changes (08:27) - Federal Audit Failures and OMB's Strategic Reset (09:48) - AICPA's New Fraud Detection Standards (12:52) - Sponsor Highlight: Missive (15:38) - Fraud Case Study: Christine Hunsicker's $300M Scam (20:08) - Deep Dive: The Genius Act and Stablecoins (41:21) - The Risk of Stablecoins and Financial Contagion (42:07) - Quantum Computing Threat to Bitcoin (42:38) - The Challenge of Upgrading Cryptocurrency Systems (43:22) - Summary and Predictions for Accounting Firms (43:38) - Fraud in the Traditional Banking System (44:08) - Relay: The Small Business Banking Solution (45:43) - Pig Butchering: A Growing Fraud Problem (48:05) - The Case for a Federal Stablecoin (50:26) - Alternative Pathways for CPA Licensure (52:02) - Decline in CPA Licenses and Modernizing Education (54:59) - Cloud Accountant Staffing: Solving the Labor Shortage (56:01) - Agentic AI: The Future of Automation (59:13) - Challenges and Potential of AI in Accounting (01:02:31) - The Role of AI in Data Entry and Research (01:17:53) - Conclusion and Final Thoughts  Show NotesTrump signs landmark GENIUS Act, hailing "exciting new frontier" for crypto - CBS News https://www.cbsnews.com/news/trump-signs-genius-act-crypto-bill/Fact Sheet: President Donald J. Trump Signs GENIUS Act into Law – The White House https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-signs-genius-act-into-law/Stablecoin regulation bill heads to Trump's desk https://www.axios.com/2025/07/17/house-passes-genius-act-stablecoins-trumpA 'Crypto Week' win: Congress passes 1st major crypto legislation in the U.S. https://www.npr.org/2025/07/17/nx-s1-5451413/crypto-week-stablecoin-genius-act-trumpGENIUS Act Passes in US Congress: A Breakdown of the Landmark Stablecoin Law – Publications https://www.morganlewis.com/pubs/2025/07/genius-act-passes-in-us-congress-a-breakdown-of-the-landmark-stablecoin-lawErica Williams Resigns as PCAOB Chair - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/15/erica-williams-resigns-as-pcaob-chair/164956/PCAOB chair Erica Williams steps down | Accounting Today https://www.accountingtoday.com/news/pcaob-chair-erica-williams-steps-downSEC.gov | Statement Regarding Tenure of Erica Williams at the PCAOB https://www.sec.gov/newsroom/speeches-statements/atkins-statement-erica-williams-pcaob-071505Southern District of New York | CaaStle Founder Charged In $300 Million Fraud Scheme | United States Department of Justice https://www.justice.gov/usao-sdny/pr/caastle-founder-charged-300-million-fraud-schemeThe surprising details of fashion entrepreneur Christine Hunsicker's fraud indictment- Fast Company https://www.fastcompany.com/91371881/the-surprising-details-of-fashion-entrepreneur-christine-hunsickers-fraud-indictmentFashion startup founder Christine Hunsicker accused of cheating investors out of over $300 million - CBS News https://www.cbsnews.com/news/christine-hunsicker-charged-fraud-300-million-fashion-startup-founder/States move beyond the 150-hour rule for CPA licensure | Accounting Today https://www.accountingtoday.com/list/states-move-beyond-the-150-hour-rule-for-cpa-licensureTracking CPA licensure paths: Removing the 150-hour-rule hurdle | CFO Dive https://www.cfodive.com/news/broadening-cpa-licensure-paths-marching-beyond-150-hour-rule-accounting-talent-shortage/745282/The rise and fall of the 150-hour rule https://www.cfobrew.com/stories/2025/04/10/the-rise-and-fall-of-the-150-hour-ruleAICPA, NASBA approve alternatives to the 150-hour rule https://www.cfobrew.com/stories/2025/05/15/aicpa-nasba-approve-alternatives-to-the-150-hour-ruleNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and