Podcasts about cpe

As gabapentin climbs the ranks to become one of the most prescribed medications in the U.S., questions about its safety and scope of use are also rising. This episode explores recent trends in gabapentin use, highlights key patient safety concerns, and examines pharmacist-led opportunities to reduce risks through education and medication review. You will walk away with timely insights to help navigate the growing complexities and responsibilities associated with gabapentin use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTNakia Duncan, PharmD BCGP, BCPSAssociate Professor/ Pain& Palliative Care Clinical PharmacistTexas Tech Health Science Center - School of PharmacyGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize recent national prescribing trends and safety concerns associated with gabapentin use.2. Identify pharmacist-led strategies to support safe use, patient education, and medication review involvinggabapentin.Rachel Maynard and Nakia Duncan have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-053-H01-PInitial release date: 2/23/2026Expiration date: 2/23/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

 In this episode, Neil Roy, MD, MBA, FACEP, CPE, Vice President of Diagnostic and Operative Services and Chief Medical Officer at Adventist HealthCare, shares how marketplace rounds, high risk discharge clinics, and remote monitoring cut length of stay by up to 15 percent and lowered readmissions below 10 percent, while strengthening physician engagement and preparing for AI driven patient flow innovation under Maryland's global budget model.

Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what's still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (16:18) - Books Close vs Books Review (and other tools): who it's for (30:01) - Client “Requests” messaging: asking questions on transactions (32:35) - Game-changer feature: reconciling accounts from Books Close (36:32) - How to Submit Beta Feedback (and What to Ask For) (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (55:04) - Pricing Breakdown + The Big Beta Problem: You Can't Offboard Clients (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What's Next LINKSBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/editAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rey del Valle to discuss what it really takes to move from reporting the business to steering it. Rey shares lessons from more than 25 years across media, entertainment, ecommerce, and fintech, explaining why curiosity, collaboration, and driver-based modeling are essential to effective finance leadership.Rey del Valle is a strategic CFO with deep roots in FP&A, having built his career at organizations such as FedEx, Norwegian Cruise Line, MTV Networks, and The Walt Disney Company. He has since served as CFO and advisor for companies including Ticketmaster, AXS, Guitar Center, OpenX, and several entertainment-focused fintech platforms.Expect to Learn:What great FP&A looks like beyond spreadsheets and reportingThe biggest mindset shift required when moving from FP&A to CFOWhy curiosity and operational understanding matter in financeHow collaboration plays a key role in successful turnaroundsHow benchmarks and driver-based models uncover opportunitiesHere are a few relevant quotes from the episode:“FP&A is about taking data and turning it into actionable insight so the business can actually do something with it.” - Rey del Valle“Our role in finance is not to look at numbers for their own sake, it is to help the company make better decisions.” - Rey del ValleRey shares practical insights on how FP&A teams can become stronger strategic partners by understanding business drivers, building models that support decision-making, and working closely with operations. He emphasizes that finance leaders create the most value when they listen first, stay curious, and help teams translate strategy into execution, especially during periods of change.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rey:LinkedIn - https://www.linkedin.com/in/reydelvalle/Company - https://www.linkedin.com/company/everestadvisorsllc/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's...

FASB issued an Accounting Standards Update that makes improvements to hedge accounting. Get an overview of the changes. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB ASU 2025-09: Derivatives and Hedging (Topic 815) Hedge Accounting ImprovementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

I dig into the Kentucky Auditor's report that found over $133 million in questionable spending by the Beshear administration. The report found issues with:

Recent updates to U.S. guidelines for HIV post‑exposure prophylaxis (PEP) provide modernized recommendations for both non‑occupational and occupational exposures — reflecting advances in antiretroviral therapy and evolving evidence. This course summarizes key changes, including preferred regimens, testing/follow‑up modifications, and special‑population considerations, and explores how these updates influence clinical practice. You will gain the practical knowledge needed to inform prompt PEP decision‑making, patient counseling, and care coordination.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKenric Ware, Pharm DClinical Associate Professor of Pharmacy PracticeMercer University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current guideline recommendations for initiating HIV PEP after occupational and non-occupational exposure.2. Describe key considerations for selecting and managing HIV PEP regimens.Rachel Maynard and Kenric Ware have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-052-H01-PInitial release date: 2/16/2026Expiration date: 2/16/2027Additional CPE details can be found here.

Recent updates to U.S. guidelines for HIV post‑exposure prophylaxis (PEP) provide modernized recommendations for both non‑occupational and occupational exposures — reflecting advances in antiretroviral therapy and evolving evidence. This course summarizes key changes, including preferred regimens, testing/follow‑up modifications, and special‑population considerations, and explores how these updates influence clinical practice. You will gain the practical knowledge needed to inform prompt PEP decision‑making, patient counseling, and care coordination.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKenric Ware, Pharm D Clinical Associate Professor of Pharmacy PracticeMercer UniversityGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation to claim credit:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current guideline recommendations for initiating HIV PEP after occupational and non-occupational exposure.2. Describe key considerations for selecting and managing HIV PEP regimens.Rachel Maynard and Kenric Ware have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-052-H01-PInitial release date: 2/16/2026Expiration date: 2/16/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Our guest: Kat McGraw MD, FHM, CPE, Chief Medical Officer at Guava Health. Guava's mission is to empower people to understand and improve their health. Learn More at: https://guavahealth.com/

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Aswin Saravanan, VP of Finance at Qualtrics, to explore what it really takes for FP&A teams to move from insight to action. Aswin shares why trust is the foundation of strategic finance, how culture and vision enable better decision making, and why simplicity in financial modeling often delivers the greatest impactAswin is a strategic finance leader with over a decade of experience across global technology companies. He specializes in connecting strategy to execution and helping finance drive business outcomes. Currently the VP of Finance at Qualtrics, he brings deep expertise across corporate, product, and go-to-market finance. He has previously held leadership roles at Microsoft and HubSpot.Expect to LearnWhat great FP&A looks like as a strategic business partnerWhy is trust required to move from insight to actionHow culture and vision shape high-performing FP&A teamsThe importance of simple financial models over complex onesHow FP&A teams create strategic value that influences the futureHere are a few relevant quotes from the episode:“Taking something from insight to action requires trust. Without trust, nothing really moves.” - Aswin Saravanan“Great FP&A is when the team can be a proactive strategic partner and actually change the trajectory of the company.”- Aswin SaravananAswin Saravanan shares practical insights on how FP&A teams can move from reporting to truly influencing business outcomes. By building trust, setting a clear vision, and keeping financial models simple, finance leaders can turn insight into action. The conversation reinforces that strategic value comes from helping the business make better decisions about the future.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Aswin:LinkedIn - https://www.linkedin.com/in/aswinsaravanan/Company - https://www.linkedin.com/company/qualtrics/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In...

Learning Objectives:By completion of this program, attendees will be able to:Evaluate VTE risk factors in medical patients and apply appropriate prophylaxis strategies.Develop a management plan for VTE prophylaxis in post-surgical patients, including considerations for bleeding risk.Analyze VTE prophylaxis recommendations specific to neurosurgical and orthopedic populations.Apply VTE prevention strategies in trauma patients while considering contraindications and optimal dosing.Speaker:Thomas Vendegna, MD, CMO, Central Coast, California MarketModerator:John Morelli, MD, System Vice President, Acute Care Clinical Service Line, Physician EnterprisePanelists:Christian Chiavetta, DO, FACOI, FACP, SFHM, Medical Director, Northridge Hospital Medical CenterRuby Skinner, MD, FACS, CMO, Community Hospital of San BernardinoWilliam Wang, MD, DrPH, CPE, CMO, Glendale Memorial Hospital and Southern California MarketWyndham Strodtbeck, MD, System Vice President, Anesthesia and Perioperative Medicine, Physician Enterprise

durée : 00:58:37 - Entendez-vous l'éco ? - par : Aliette Hovine - 20 ans après les mobilisations contre le Contrat Premier Embauche, plus de 18% des jeunes actifs sont encore au chômage en France. Après un bilan des politiques de lutte contre le chômage des jeunes, remontons aux origines de la doctrine commerciale française avec Léo Charles. - invités : Jérôme Gautié Professeur d'économie à l'Université Paris 1 Panthéon-Sorbonne; Florence Ihaddadene Sociologue de la jeunesse et du travail, maîtresse de conférences à l'université Picardie Jules Vernes; Léo Charles Maître de conférences en sciences économiques à l'Université de Rennes 2

durée : 00:28:23 - Entendez-vous l'éco ? - par : Aliette Hovine - Il y a vingt ans, des mobilisations massives obtenaient le retrait du CPE (Contrat Première Embauche). Depuis, les dispositifs misant sur la formation et l'accompagnement se succèdent, au risque parfois de faire patienter les jeunes dans un sas professionnel précaire. - invités : Florence Ihaddadene Sociologue de la jeunesse et du travail, maîtresse de conférences à l'université Picardie Jules Vernes; Jérôme Gautié Professeur d'économie à l'Université Paris 1 Panthéon-Sorbonne

Scaling user acquisition has become harder to justify and even harder to predict. App teams are under pressure to grow faster while proving, with real data, that every dollar spent delivers meaningful results beyond the install. In this episode, we're sharing an App Talk interview where David Murphy speaks with Lee Aho, Chief Revenue Officer at Perform[cb]. Lee explains how outcome-based user acquisition models help brands move past surface-level metrics like CPI and focus instead on the downstream events that actually define quality — from registrations and deposits to trades, wagers, and long-term value. Today's topics include: How outcome-based user acquisition shifts optimization from installs to the actions that truly define user quality The role of CPI and CPE models — and why they aren't competing approaches when paired with the right down-funnel signals Using cross-program data and pattern recognition to drive more predictable and scalable UA performance Why keyword conquesting remains one of the most effective ways to accelerate organic lift through paid investment How rewarded environments and structured pilot programs can unlock high-intent users and long-term partnerships Links and Resources: Lee Aho on LinkedIn Perform[cb] website Business Of Apps - connecting the app industry Quotes from Lee Aho “We're only getting paid for net new users, so all of our optimization centers around the outcomes that brands tell us are their leading indicators of quality.” “When you're looking at hundreds of programs, you're not just seeing what happened — you're starting to see what's about to happen.” “Brands want user acquisition that scales in a predictable way, and that's where performance-based models can really help.” Host Business Of Apps - connecting the app industry since 2012

Recent developments in HIV prevention — including the FDA approval of a 6‑month injectable option and updated clinical guidance — are changing the landscape of Pre-Exposure Prophylaxis (PrEP) therapy. This course reviews the latest developments, compares prevention strategies, and examines how these changes affect PrEP delivery, counseling, and monitoring. You will gain timely insights to better counsel patients, support adherence, and contribute to prevention strategies in your practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDavid Hachey, PharmD, AAHIVP Professor Idaho State University  Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe key new HIV PrEP therapy options recently approved or recommended, including their dosing schedules and clinical indications.2. Identify pharmacist responsibilities when counseling patients about PrEP, including initiation, adherence, monitoring, and risk-benefit discussions. Rachel Maynard and David Hachey have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-049-H01-PInitial release date: 2/9/2026Expiration date: 2/9/2027Additional CPE details can be found here.

Recent developments in HIV prevention — including the FDA approval of a 6‑month injectable option and updated clinical guidance — are changing the landscape of Pre-Exposure Prophylaxis (PrEP) therapy. This course reviews the latest developments, compares prevention strategies, and examines how these changes affect PrEP delivery, counseling, and monitoring. You will gain timely insights to better counsel patients, support adherence, and contribute to prevention strategies in your practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDavid Hachey, PharmD, AAHIVP Professor Idaho State University GET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe key new HIV PrEP therapy options recently approved or recommended, including their dosing schedules and clinical indications.2. Identify pharmacist responsibilities when counseling patients about PrEP, including initiation, adherence, monitoring, and risk-benefit discussions. Rachel Maynard and David Hachey have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-049-H01-PInitial release date: 2/9/2026Expiration date: 2/9/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

In this joint episode with the Personal Financial Planning (PFP) podcast, hosts Cary Sinnett, CPF, CAP, CFT-1, CExP, and April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, are joined by is joined by Sebrina Ivey, CPA/PFS to explore Trump accounts, also known as Sec. 530A accounts. These accounts are a new tax-advantaged savings vehicle for children created under H.R 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). The episode focuses on what CPAs need to know now to advise families on coordinating these accounts with broader tax, estate and financial plans.   NOTE: Gift tax return/GST tax return requirements for contributions to a Trump Account: At this time, Treasury and the IRS have not provided guidance under Sec. 530A clarifying that contributions to Trump Accounts are considered a completed gift of a present interest in property eligible for the annual gift tax exclusion ($19,000 per recipient for 2026 gifts). Without further guidance, it appears any contribution to a Trump Account will be considered a taxable gift of a future interest and therefore subject to both gift and GST tax — effectively reducing a taxpayers' federal estate tax lifetime exclusion ($15M for deaths occurring in 2026).     What you'll learn from this episode: What Trump Accounts are and how they fit alongside 529s, Roth IRAs and custodial accounts Understand who can contribute and how much to Trump Accounts Key contribution, investment and compliance rules for these accounts How to plan ahead for key transition points  Resources Trump Accounts under Sec. 530A — Timeline and insights IRS Trump Accounts IRS Notice 2025-68     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.

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Ned Harding - a true pioneer in the data analytics space - to talk about why most data tools still don't meet the needs of today's collaborative teams. From building Alteryx from the ground up to launching a new venture (Enso Analytics), Ned shares his take on what's broken in data workflows and how FP&A teams can fix it.Ned Harding is the Chief Product Officer at Enso Analytics, a platform that helped define the self-service analytics category. He started coding at eight years old, taught himself from PDP-11 manuals, and has spent the last two decades creating tools used by hundreds of thousands of analysts worldwide. He's a product guy through and through, and he's on a mission to help teams work smarter with their data.Expect to Learn:Why most data tools fall short when it comes to real team collaborationThe importance of repeatability and testing in FP&A workflowsHow to avoid common pitfalls with AI and overfitting in forecastingWhy Excel is both a lifesaver - and a landmineHow to build a true “culture of analytics” across your entire orgHere are a few relevant quotes from the episode:“The biggest successes happen when teams collaborate - analytics shouldn't be a solo act.”- Ned Harding“If your team's not getting value from your data work, you're not doing your job.”- Ned HardingNed shares practical insights on how FP&A teams can become strategic partners by embracing collaborative, repeatable analytics. He emphasizes the value of integrating data across teams, avoiding AI pitfalls, and applying the scientific method to drive consistent, data-informed decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation,close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Ned:LinkedIn - https://www.linkedin.com/in/ned-harding-34a57526/Company - https://www.linkedin.com/company/enso-analytics/Website - https://ensoanalytics.comEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul...

Demand for business valuation professionals continues to outpace supply, making hiring and retention a top challenge for valuation and forensic services firms heading into 2026. This episode explores business valuation hiring trends, talent retention strategies, AI's impact on early career valuation roles, and how firm consolidation is influencing the market. We also discuss why rebuilding the business valuation talent pipeline at the collegiate level is critical to the future of the profession. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: John Borrowman, CPC, President, Borrowman Baker LLC 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. AICPA 2026 Forensic & Valuation Services Conference 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 AICPA Model Business Valuation Curriculum Profession Ready Initiative - A research-backed CPA workforce readiness project focused on early-career skills gaps. Welcome to a career in forensic and valuation services The FVS Valuation Podcast archives Implementing AI in your Valuation Practice  Recruiting Challenges in BV: The Perfect Storm  Valuation in a Climate of Uncertainty 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    

This episode examines a recent FASB Accounting Standards Update that focuses on accounting for seasoned loans. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:ASU 2025-08: Financial Instruments — Credit Losses (Topic 326) Purchased LoansAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Listeners know that I love diving into the real stories behind who makes your Wi-Fi and Internet work. I can think of few more interesting stories than Aleksandar Radivojša from Serbia Broadband (now Yettel). In this episode we fly all over the map talking about language, being “in between the hammer and the horseshoe” of CPE quality and customer satisfaction, and how even bees have their own network protocols. 

With the number of biosimilar products steadily increasing, pharmacists play a central role in ensuring their appropriate use in inflammatory conditions. This episode highlights approval pathways, interchangeability, and real-world challenges pharmacists may face when integrating biosimilars into care plans. You will walk away better prepared to support prescribers, counsel patients, and contribute to cost-effective, evidence-informed therapy decisions.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTReemal Zaheer, PharmD, CSPPharmacistJohns Hopkins Medicine Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Explain the role of biosimilars in the treatment of inflammatory conditions.2. Describe considerations for the pharmacist when evaluating or counseling on biosimilar therapies.Rachel Maynard and Reemal Zaheer have no relevant financial relationships with ineligible companies to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-045-H01-PInitial release date: 2/2/2026Expiration date: 2/2/2027Additional CPE details can be found here.

With the number of biosimilar products steadily increasing, pharmacists play a central role in ensuring their appropriate use in inflammatory conditions. This episode highlights approval pathways, interchangeability, and real-world challenges pharmacists may face when integrating biosimilars into care plans. You will walk away better prepared to support prescribers, counsel patients, and contribute to cost-effective, evidence-informed therapy decisions.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTReemal Zaheer, PharmD, CSPPharmacistJohns Hopkins MedicineGAMECHANGERS CLINICAL UPDATE SERIESThe Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Explain the role of biosimilars in the treatment of inflammatory conditions.2. Describe considerations for the pharmacist when evaluating or counseling on biosimilar therapies.Rachel Maynard and Reemal Zaheer have no relevant financial relationships with ineligible companies to disclose. 0.075 CEU/0.75 HrUAN: 0107-0000-26-045-H01-PInitial release date: 2/2/2026Expiration date: 2/2/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Aussitôt proposée, aussitôt rejetée : la proposition du patronat (Medef) de créer un contrat à durée indéterminée (CDI) pouvant être rompu plus facilement pour lutter contre le chômage des jeunes "n'est pas à l'ordre du jour" des travaux du gouvernement, a assuré Matignon ce lundi 2 février. Ce dispositif comportait des similitudes avec le "contrat première embauche" (CPE), créé en 2006 par Dominique de Villepin alors Premier ministre, qui avait généré une mobilisation historique et amené le gouvernement à le supprimer avant son application. Dans cet épisode du Choix info RTL, Antoine Cavaillé-Roux décortique la polémique. Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Edward Jenkins, CPA, CGMA, Professor of Practice in Accounting — Penn State University, to discuss name, image and likeness (NIL) taxation issues for student athletes. Together they unpack common misconceptions, emerging revenue streams, unresolved classification issues and the growing complexity of state taxation. Highlights include key considerations — and opportunities — for CPAs advising clients in this rapidly changing area.   What you'll learn from this episode:  Understand how NIL income is taxed — and why student athletes are often surprised at filing time Learn where the biggest compliance risks and reporting pitfalls are for student athletes Explore the unresolved questions around worker classification and self‑employment (SE) tax Hear why state tax, dependency and multi‑state issues make NIL especially complex Resources ·       State and Local Tax (SALT) Resource Center ·       Student Athlete Income Recognition: State and Federal Tax Care Required   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.

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...

Roger and Annie welcome back Thad Inge to decode what's happening in Washington DC as filing season kicks off. With potential government shutdowns, billion-dollar IRS budget cuts, and 25% of IRS staff gone through early retirements, uncertainty looms over tax professionals trying to implement retroactive provisions for overtime and tips. The conversation shifts to the renewed push for minimum tax preparer standards and why getting bipartisan legislation passed might be harder than ever in an election year.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/Chapters(00:00) - Introduction and Greetings (03:15) - Congressional Updates and Government Shutdown Concerns (09:19) - IRS Staffing and Service Levels (11:31) - Tax Legislation and Employer Guidance (16:08) - State Tax Variations and Software Updates (19:35) - IRS Budget Cuts and Inflation Reduction Act Funds (25:25) - Student Loan Offsets and Political Implications (28:31) - Potential Tax Legislation and ACA Premium Tax Credits (29:35) - Trump's Healthcare Plan and Legislative Challenges (30:10) - Tax Extenders and Bipartisan Cooperation (32:36) - Child Tax Credit and Legislative Vehicles (33:24) - The Legislative Process and Unanimous Consent (37:02) - Senator Tillis and Party Defections (40:10) - Minimum Standards for Tax Preparers (53:57) - Incentivizing E-Filing for Small Businesses (58:12) - Conclusion and Upcoming Tax Season Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

On this episode host Fred Goldstein invites Angela Luong, PharmD, Senior Clinical Consultant at Pharmaceutical Strategies Group in this last installment of our rare disease series. Our discussion focuses on the burden of sickle cell disease, chronic pain management, limited treatment options, and the implications for managed care programs, including the use of data and care coordination to improve patient outcomes. This activity is supported by an independent medical education grant from Agios Pharmaceuticals, Inc. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: The Power of Partnership: Bridging Patients and Payers in Sickle Cell Disease Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Menopausal hormone therapy has long carried a boxed warning (formerly a "black box warning") that may not accurately reflect the therapy's risk-benefit profile for all patients. This course discusses the FDA's recent removal of boxed warnings for select hormone therapy (HT) products, the rationale for this change, and how evolving guidance may impact patient care. You will explore strategies to support evidence-based counseling and individualized decision-making for patients considering HT.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTErin Raney, PharmDProfessorMidwestern University College of Pharmacy Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the FDA's updated position on boxed warnings for menopausal hormone therapy.2. Identify key considerations for pharmacists when counseling patients about the benefits and risks of hormone therapy.Rachel Maynard and Erin Raney have no relevant financial relationships with ineligible companies to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-044-H01-PInitial release date: 1/26/2026Expiration date: 1/26/2027Additional CPE details can be found here.

Menopausal hormone therapy has long carried a boxed warning (formerly a "black box warning") that may not accurately reflect the therapy's risk-benefit profile for all patients. This course discusses the FDA's recent removal of boxed warnings for select hormone therapy (HT) products, the rationale for this change, and how evolving guidance may impact patient care. You will explore strategies to support evidence-based counseling and individualized decision-making for patients considering HT.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTErin Raney, PharmDProfessorMidwestern University College of PharmacyGAMECHANGERS CLINICAL UPDATE SERIESThe Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the FDA's updated position on boxed warnings for menopausal hormone therapy.2. Identify key considerations for pharmacists when counseling patients about the benefits and risks of hormone therapy.Rachel Maynard and Erin Raney have no relevant financial relationships with ineligible companies to disclose. 0.075 CEU/0.75 HrUAN: 0107-0000-26-044-H01-PInitial release date: 1/26/2026Expiration date: 1/26/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagramFollow CEimpact on Social Media:LinkedInInstagram

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907   Margie's Free Class Friday: www.akadian.com/lockerroomWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today's collaborative environment.Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.Expect to Learn:The two core competencies every great FP&A professional must masterWhy “getting out from behind the screen” matters for business insightHow AFP curates learning and networking experiences for finance professionalsWhat to expect from AFP's FP&A Forum and Annual ConferenceHow to avoid low-value work and focus on driving business impactThis episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today's finance landscape.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Bryan:LinkedIn - linkedin.com/in/bryan-lapidus-fpacCompany - https://www.linkedin.com/company/association-for-financial-professionals/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[03:33] – What Is AFP?[05:38] – What Makes Great FP&A?[13:34] – Inside the AFP Conference[18:13] – How AFP Chooses Conference Tracks[23:12] – AFP FP&A Forum Highlights[27:30] – How Soft Skills Shape Career...

Get an overview of the recent guidance and clarifications issued by the AICPA Professional Ethics Executive Committee. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:PEEC Publishes Final Clarifications in the AICPA Code of Professional Conduct for Engagements Subject to SSAEsPEEC releases clarifying guidance on independence in SSAE engagementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

On this episode host Fred Goldstein invites Janna Evans, Director of Pharmacy Sales Support at Blue Cross and Blue Shield of Texas, as they continue their rare disease series with a focus on hemophilia and the substantial clinical, financial, and psychosocial burdens it places on patients and families. We discuss how health plans manage high-cost therapies, balance individualized patient needs with access requirements, and navigate prior authorization and step-therapy processes. Janna also highlights the need for better patient-reported outcomes, the day-to-day impact of the disease, and the broader considerations for employers and caregivers within managed care. This activity is supported by an independent medical education grant from Genentech Inc., and Pfizer Inc. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: ⁠The Power of Partnership: Bridging Patients and Payers in Hemophilia Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Ranitidine — once withdrawn from the market over safety concerns — was recently re‑approved by the FDA in a reformulated version, raising important questions for pharmacists and patients alike. This course outlines the FDA's recent approval, reviews the reformulated product's changes (including manufacturing and labeling), and examines practical considerations for dispensing, counseling, and patient safety. You will gain clarity on when ranitidine may be appropriate for use (again) and how to guide patients confidently in its safe use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTK. Ashley Garling-Nanez, PharmDAssistant Director of ProgramUT Center of Health Communications Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the major safety and regulatory issues that prompted ranitidine's withdrawal, and the changes made in the reformulated product approved in 2025.2. Describe pharmacist‑relevant considerations for dispensing, patient counseling, and transition from alternative acid‑reducing therapies.Rachel Maynard and K. Ashley Garling-Nanez have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-043-H01-PInitial release date: 1/19/2026Expiration date: 1/19/2027Additional CPE details can be found here.

Ranitidine — once withdrawn from the market over safety concerns — was recently re‑approved by the FDA in a reformulated version, raising important questions for pharmacists and patients alike. This course outlines the FDA's recent approval, reviews the reformulated product's changes (including manufacturing and labeling), and examines practical considerations for dispensing, counseling, and patient safety. You will gain clarity on when ranitidine may be appropriate for use (again) and how to guide patients confidently in its safe use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTK. Ashley Garling-Nanez, PharmDAssistant Director of ProgramUT Center of Health CommunicationsGAMECHANGERS CLINICAL UPDATE SERIESThe Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the major safety and regulatory issues that prompted ranitidine's withdrawal, and the changes made in the reformulated product approved in 2025.2. Describe pharmacist‑relevant considerations for dispensing, patient counseling, and transition from alternative acid‑reducing therapies.Rachel Maynard and K. Ashley Garling-Nanez have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-043-H01-PInitial release date: 1/19/2026Expiration date: 1/19/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

In this episode, Muhammad Owais Khan, MD, MBA, CPE, CHCQM, FAAFP, FHM, Chief Medical Officer and Designated Institutional Official at Three Crosses Regional Hospital, shares how physician centered leadership is strengthening care delivery in New Mexico. He discusses launching an internal medicine residency program, recruiting specialists, and focusing on physician well being to improve patient outcomes and long term sustainability.

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode of the Woodard Report podcast, Joe and Heather speak about early-2026 accounting and tech happenings, including new CPE training for Intuit Enterprise Suite, and why leaning into AI skills can create outsized professional value.  Current events — Introduction to Intuit Enterprise Suite Training Rapid AI adoption with growing AI skills requirements TV/Movie quote of the week — Victoria House of David Excellent things we learned — Mind Magic: The Neuroscience of Manifestation and How It Changes Everything The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results Member spotlight — Jodi Plett of Flexkeeper The Woodard Report article of the week — The Competitive Advantage of AI Training for Accounting Professionals Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. The CorpNet Partner Program can 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at Woodard.com/podcast

On this episode Fred Goldstein invites Ami Gopalan, Senior Vice President of Strategic Content and Growth Optimization at Precision AQ in a continion of AMCP's rare disease series with an in-depth look at IgA nephropathy (IgAN), a progressive autoimmune kidney disease that often goes undiagnosed until advanced stages. As a patient living with IgAN, Ami brings both a professional and personal perspective to the discussion as we explore the disease's silent progression, the burden it places on patients and families, the evolving treatment landscape, and how managed care can better incorporate patient value, clinical guidelines, and emerging evidence to support long-term outcomes. This podcast is supported by an independent medical education grant from Alexion and AstraZeneca Rare Disease. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: The Power of Partnership: Bridging Patients and Payers in IgA Nephropathy Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Agents and Investors who see consistent movement in probate aren't saying more on their calls.They're creating conversations that feel steady enough for families to stay in.This coaching session looks at how value messaging shapes outcomes long before follow-ups or systems come into play.You'll see:➡️ Why probate leads respond differently than traditional sellers➡️ How clearer positioning affects engagement more than frequency➡️ What separates conversations that continue from ones that end early➡️ how support systems carry long timelines without adding pressureThis isn't a walkthrough of scripts or outreach volume.It's a discussion about the kind of operator probate requires you to be,and the kind of messaging that supports that role.If you're deciding whether probate fits how you want to work,or refining how you show up inside it,This session gives the context most folks look for before committing further.Timestamps: 00:00 How the way value is communicated affects a PR's decision more than the service itself12:10 What belongs in a strong CPE resource package, and how a systematic pipeline can support agents who want fewer calls and more quality conversations20:58 What numbers matter when checking if a county qualifies for a marketing partnership34:50 How to understand harsh reactions and what they reveal about the clarity of your value message38:30 What to say to keep probate leads engaged instead of letting the call end too fastThis session gives practical steps for presenting value, creating momentum with probate leads, and keeping conversations steady on long probate timelines. If your goal is to improve probate lead flow and build trust from the first call, then this discussion will help you move in that direction.

AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

What happens when the need to appear competent becomes the very thing that disconnects us from others—and from ourselves? In this deeply honest and surprisingly funny conversation, Ian welcomes author, speaker, and Enneagram Three, Steve Cuss for a wide-ranging dialogue on anxiety, performance, false self, and the quiet freedom that comes with becoming more human-sized. Drawing from Steve's experience as a hospital chaplain, pastor, and leadership consultant, they explore why our most polished coping strategies often come from fear, how predictable patterns keep us stuck, and why anxiety is so contagious in families, churches, and organizations. Along the way, they unpack the Enneagram Three's drive to succeed, the exhaustion of self-presentation, the difference between ambition and authenticity, and why true maturity looks a lot like being relaxed—no masks required. Expect stories, laughs, hard-earned wisdom, and a refreshing reminder that you don't have to win the room to belong in it. If your nervous system needs a deep breath and your soul could use some permission to stand down from proving itself, this episode is for you.     About Steve Cuss Steve Cuss, M.Div. is a pastor, former chaplain, and founder of Capable Life, which helps people lower internal and relational anxiety in the workplace and homeplace. Steve is a Spiritual Care Professional in the Association of Clinical Pastoral Education, holding 1600 hours of supervised ministry in CPE and a Masters degree focusing on Family Systems Theory and Theology. Steve, his wife, Lisa, and their two sons and a daughter live in Erie, Colorado. Connect with Steve at: Website: https://capablelife.com and https://stevecusswords.com Soul Care Intensives: https://capablelife.com/pages/intensives Podcast: Being Human with Steve Cuss Instagram | X 

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

#84: Have you been told to wait 3–5 days between introducing new foods to your baby? In this episode, I'm joined by Dr. Carina Venter, PhD, RD—one of the world's leading experts in pediatric food allergy prevention—to explain why this advice is outdated and unsupported by research. We break down when allergic reactions actually occur, why introducing one or more new foods per day is safe, and how unnecessary delays can limit diet diversity during a critical window for learning to eat. If you're confused by conflicting advice from healthcare providers, this conversation will help you move forward with confidence. Listen to this episode to learn: 1.  Why the 3–5 day waiting rule for new foods is outdated and what the research actually shows about allergic reactions. 2.  What safe and effective new-food introduction looks like, including how often your baby can try new foods without increasing risk. 3. Who is driving modern, evidence-based guidance on food allergy prevention and how that research applies to starting solid foods at home Shownotes for this episode can be found here: ⁠https://www.babyledweaning.co/podcst/84 Links from This Episode: • More info about Carina's work on her homepage: https://carinaventeronline.com/ • View Dr. Venter's allergy-related research publications here: https://profiles.ucdenver.edu/display/14733584 • Dietitians earn your FARE Certificate of Training in Pediatric Food Allergy in this 9-month (32 CPE) course Carina co-teaches for FARE • Check out the pediatric allergy product Carina Helped develop, Grow Happy here: https://letsgrowhappy.com/ and the code BABYLEDWEANING15 works for a discount here (this is not an affiliate code) • Baby-Led Weaning with Katie Ferraro program with the 100 First Foods™ Daily Meal Plan, join here: ⁠https://babyledweaning.co/program⁠  and get $50 off when you sign up using the code BLWPOD50  • Baby-Led Weaning for Beginners free online workshop with 100 First Foods™ list to all attendees, register here: ⁠https://babyledweaning.co/baby-led-weaning-for-beginners Other episodes related to this topic: • Episode 124 - Using an Egg Ladder for Babies with Egg Allergy with Carina Venter, PhD, RD • Episode 274 - Baby Has Skin Reactions to Milk, Egg and Peanut: What Should I Do Next? with Carina Venter, PhD, RDN ⁠ • Episode 368 - Using a Milk Ladder for Babies with Dairy Allergy with Carina Venter, PhD, RD