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Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite Updates | Summer 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 15, 2025 77:50


Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:38) - Hector's Recent Adventures (04:05) - The Evolution of Pricing in Accounting (05:58) - Intuit Enterprise Suite: Compliment Sandwich (07:08) - Feedback on Intuit Enterprise Suite (13:11) - Challenges with QuickBooks Online (19:20) - New Features in Intuit Enterprise Suite (25:29) - Multi-Entity Management in IES (39:22) - Navigating Multi-Entity Chart of Accounts (41:53) - Expense Allocation Enhancements (47:30) - Intercompany Sales and Transactions (56:13) - AI-Powered Cash Flow Forecasting (01:00:22) - A Few More New Features (01:07:27) - Milestones (01:13:30) - Upcoming Training and Events Alicia's upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907Hector's App RightTool: https://righttool.app/Hector's Reframe Conference: https://www.reframeaccounting.com/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

KPFA - APEX Express
APEX Express – August 14, 2025

KPFA - APEX Express

Play Episode Listen Later Aug 14, 2025 59:57


A weekly magazine-style radio show featuring the voices and stories of Asians and Pacific Islanders from all corners of our community. The show is produced by a collective of media makers, deejays, and activists.   In this two-part series of Oakland Asian Cultural Center's “Let's Talk” podcast Eastside Arts Alliance is featured. Elena Serrano and Susanne Takehara, two of the founders of Eastside Arts Alliance, and staff member Aubrey Pandori will discuss the history that led to the formation of Eastside and their deep work around multi-racial solidarity.   Transcript: Let's Talk podcast episode 9  [00:00:00] Emma: My name is Emma Grover, and I am the program and communications coordinator at the Oakland Asian Cultural Center, known also as OACC. Today we are sharing the ninth episode of our Let's Talk Audio Series. Let's Talk is part of OACC'S Open Ears for Change Initiative, which was established in 2020. With this series, our goals are to address anti-Blackness in the APIA communities, discuss the effects of colorism and racism in a safe space, and highlight Black and Asian solidarity and community efforts specifically in the Oakland Chinatown area. Today's episode is a round table discussion with Elena Serrano, Susanne Takahara, and Aubrey Pandori of Eastside Arts Alliance.  [00:00:53] Aubrey: Hello everybody. This is Aubrey from Eastside Arts Alliance, and I am back here for the second part of our Let's Talk with Suzanne and Elena. We're gonna be talking about what else Eastside is doing right now in the community. The importance of art in activism, and the importance of Black and Asian solidarity in Oakland and beyond.  So I am the community archivist here at Eastside Arts Alliances. I run CARP, which stands for Community Archival Resource Project. It is a project brought on by one of our co-founders, Greg Morozumi. And it is primarily a large chunk of his own collection from over the years, but it is a Third World archive with many artifacts, journals, pens, newspapers from social movements in the Bay Area and beyond, international social movements from the 1960s forward. We do a few different programs through CARP. I sometimes have archival exhibitions. We do public engagement through panels, community archiving days. We collaborate with other community archives like the Bay Area Lesbian Archives and Freedom Archives here in Oakland and the Bay Area. And we are also working on opening up our Greg Morozumi Reading Room in May. So that is an opportunity for people to come in and relax, read books, host reading groups, or discussions with their community. We're also gonna be opening a lending system so people are able to check out books to take home and read. There'll be library cards coming soon for that and other fun things to come.  [00:02:44] So Suzanne, what are you working on at Eastside right now? [00:02:48] Susanne: Well, for the past like eight or nine years I've been working with Jose Ome Navarrete and Debbie Kajiyama of NAKA Dance Theater to produce Live Arts and Resistance (LAIR), which is a Dance Theater Performance series. We've included many artists who, some of them started out here at Eastside and then grew to international fame, such as Dohee Lee, and then Amara Tabor-Smith has graced our stages for several years with House Full of Black Women. This year we're working with Joti Singh on Ghadar Geet: Blood and Ink, a piece she choreographed, and shot in film and it's a multimedia kind of experience. We've worked with Cat Brooks and many emerging other artists who are emerging or from all over, mostly Oakland, but beyond. It's a place where people can just experiment and not worry about a lot of the regulations that bigger theaters have. Using the outside, the inside, the walls, the ceiling sometimes. It's been an exciting experience to work with so many different artists in our space.  [00:04:03] Elena: And I have been trying to just get the word out to as many different folks who can help sustain the organization as possible about the importance of the work we do here. So my main job with Eastside has been raising money. But what we're doing now is looking at cultural centers like Eastside, like Oakland Asian Cultural Center, like the Malonga Casquelord Center, like Black Cultural Zone, like the Fruitvale Plaza and CURJ's work. These really integral cultural hubs. In neighborhoods and how important those spaces are.  [00:04:42] So looking at, you know, what we bring to the table with the archives, which serve the artistic community, the organizing community. There's a big emphasis, and we had mentioned some of this in the first episode around knowing the history and context of how we got here so we can kind of maneuver our way out. And that's where books and movies and posters and artists who have been doing this work for so long before us come into play in the archives and then having it all manifest on the stage through programs like LAIR, where theater artists and dancers and musicians, and it's totally multimedia, and there's so much information like how to keep those types of places going is really critical.  [00:05:28] And especially now when public dollars have mostly been cut, like the City of Oakland hardly gave money to the arts anyway, and they tried to eliminate the entire thing. Then they're coming back with tiny bits of money. But we're trying to take the approach like, please, let's look at where our tax dollars go. What's important in a neighborhood? What has to stay and how can we all work together to make that happen?  [00:05:52] Susanne: And I want to say that our Cultural Center theater is a space that is rented out very affordably to not just artists, but also many organizations that are doing Movement work, such as Palestinian Youth Movement, Bala, Mujeres Unidas Y Activas, QT at Cafe Duo Refugees, United Haiti Action Committee, Freedom Archives, Oakland Sin Fronteras, Center for CPE, and many artists connected groups.  [00:06:22] Aubrey: Yeah, I mean, we do so much more than what's in the theater and Archive too, we do a lot of different youth programs such as Girl Project, Neighborhood Arts, where we do public murals. One of our collective members, Angie and Leslie, worked on Paint the Town this past year. We also have our gallery in between the Cultural Center and Bandung Books, our bookstore, which houses our archive. We are celebrating our 25th anniversary exhibition.  [00:06:54] Susanne: And one of the other exhibits we just wrapped up was Style Messengers, an exhibit of graffiti work from Dime, Spy and Surge, Bay Area artists and Surge is from New York City, kind of illustrating the history of graffiti and social commentary.  [00:07:30] Elena: We are in this studio here recording and this is the studio of our youth music program Beats Flows, and I love we're sitting here with this portrait of Amiri Baraka, who had a lot to say to us all the time. So it's so appropriate that when the young people are in the studio, they have this elder, magician, poet activist looking at him, and then when you look out the window, you see Sister Souljah, Public Enemy, and then a poster we did during, when Black Lives Matter came out, we produced these posters that said Black Power Matters, and we sent them all over the country to different sister cultural centers and I see them pop up somewhere sometimes and people's zooms when they're home all over the country. It's really amazing and it just really shows when you have a bunch of artists and poets and radical imagination, people sitting around, you know, what kind of things come out of it. [00:08:31] Aubrey: I had one of those Black Power Matters posters in my kitchen window when I lived in Chinatown before I worked here, or visited here actually. I don't even know how I acquired it, but it just ended up in my house somehow.  [00:08:45] Elena: That's perfect. I remember when we did, I mean we still do, Malcolm X Jazz Festival and it was a young Chicana student who put the Jazz Festival poster up and she was like, her parents were like, why is Malcolm X? What has that got to do with anything? And she was able to just tell the whole story about Malcolm believing that people, communities of color coming together  is a good thing. It's a powerful thing. And it was amazing how the festival and the youth and the posters can start those kind of conversations.  [00:09:15] Aubrey: Malcolm X has his famous quote that says “Culture is an indispensable weapon in the freedom struggle.” And Elena, we think a lot about Malcolm X and his message here at Eastside about culture, but also about the importance of art. Can we speak more about the importance of art in our activism?  [00:09:35] Elena: Well, that was some of the things we were touching on around radical imagination and the power of the arts. But where I am going again, is around this power of the art spaces, like the power of spaces like this, and to be sure that it's not just a community center, it's a cultural center, which means we invested in sound good, sound good lighting, sprung floors. You know, just like the dignity and respect that the artists and our audiences have, and that those things are expensive but critical. So I feel like that's, it's like to advocate for this type of space where, again, all those groups that we listed off that have come in here and there's countless more. They needed a space to reach constituencies, you know, and how important that is. It's like back in the civil rights organizing the Black church was that kind of space, very important space where those kind of things came together. People still go to church and there's still churches, but there's a space for cultural centers and to have that type of space where artists and activists can come together and be more powerful together.  [00:10:50] Aubrey: I think art is a really powerful way of reaching people. [00:10:54] Elena: You know, we're looking at this just because I, being in the development end, we put together a proposal for the Environmental Protection Agency before Donald (Trump) took it over. We were writing about how important popular education is, so working with an environmental justice organization who has tons of data about how impacted communities like East Oakland and West Oakland are suffering from all of this, lots of science. But what can we, as an arts group, how can we produce a popular education around those things? And you know, how can we say some of those same messages in murals and zines, in short films, in theater productions, you know, but kind of embracing that concept of popular education. So we're, you know, trying to counter some of the disinformation that's being put out there too with some real facts, but in a way that, you know, folks can grasp onto and, and get.  [00:11:53] Aubrey: We recently had a LAIR production called Sky Watchers, and it was a beautiful musical opera from people living in the Tenderloin, and it was very personal. You were able to hear about people's experiences with poverty, homelessness, and addiction in a way that was very powerful. How they were able to express what they were going through and what they've lost, what they've won, everything that has happened in their lives in a very moving way. So I think art, it's, it's also a way for people to tell their stories and we need to be hearing those stories. We don't need to be hearing, I think what a lot of Hollywood is kind of throwing out, which is very white, Eurocentric beauty standards and a lot of other things that doesn't reflect our neighborhood and doesn't reflect our community. So yeah, art is a good way for us to not only tell our stories, but to get the word out there, what we want to see changed.  So our last point that we wanna talk about today is the importance of Black and Asian solidarity in Oakland. How has that been a history in Eastside, Suzanne?  [00:13:09] Susanne: I feel like Eastside is all about Third World solidarity from the very beginning. And Yuri Kochiyama is one of our mentors through Greg Morozumi and she was all about that. So I feel like everything we do brings together Black, Asian and brown folks. [00:13:27] Aubrey: Black and Asian solidarity is especially important here at Eastside Arts Alliance. It is a part of our history. We have our bookstore called Bandung Books for a very specific reason, to give some history there. So the Bandung Conference happened in 1955 in Indonesia, and it was the first large-scale meeting of Asian and African countries. Most of which were newly independent from colonialism. They aimed to promote Afro-Asian cooperation and rejection of colonialism and imperialism in all nations. And it really set the stage for revolutionary solidarity between colonized and oppressed people, letting way for many Third Worlds movements internationally and within the United States.  [00:14:14] Eastside had an exhibition called Bandung to the Bay: Black and Asian Solidarity at Oakland Asian Cultural Center the past two years in 2022 and 2023 for their Lunar New Year and Black History Month celebrations. It highlighted the significance of that conference and also brought to light what was happening in the United States from the 1960s to present time that were creating and building solidarity between Black and Asian communities. The exhibition highlighted a number of pins, posters, and newspapers from the Black Liberation Movement and Asian American movement, as well as the broader Third World movement. The Black Panthers were important points of inspiration in Oakland, in the Bay Area in getting Asian and Pacific Islanders in the diaspora, and in their homelands organized.  [00:15:07] We had the adoption of the Black Panthers 10-point program to help shape revolutionary demands and principles for people's own communities like the Red Guard in San Francisco's Chinatown, IWK in New York's Chinatown and even the Polynesian Panthers in New Zealand. There were so many different organizations that came out of the Black Panther party right here in Oakland. And we honor that by having so many different 10-point programs up in our theater too. We have the Brown Berets, Red Guard Party, Black Panthers, of course, the American Indian Movement as well. So we're always thinking about that kind of organizing and movement building that has been tied here for many decades now.  [00:15:53] Elena: I heard that the term Third World came from the Bandung conference. [00:15:58] Aubrey: Yes, I believe that's true.  [00:16:01] Elena: I wanted to say particularly right now, the need for specifically Black Asian solidarity is just, there's so much misinformation around China coming up now, especially as China takes on a role of a superpower in the world. And it's really up to us to provide some background, some other information, some truth telling, so folks don't become susceptible to that kind of misinformation. And whatever happens when it comes from up high and we hate China, it reflects in Chinatown. And that's the kind of stereotyping that because we have been committed to Third World solidarity and truth telling for so long, that that's where we can step in and really, you know, make a difference, we hope. I think the main point is that we need to really listen to each other, know what folks are going through, know that we have more in common than we have separating us, especially in impacted Black, brown, Asian communities in Oakland. We have a lot to do.  [00:17:07] Aubrey: To keep in contact with Eastside Arts Alliance, you can find us at our website: eastside arts alliance.org, and our Instagrams at Eastside Cultural and at Bandung Books to stay connected with our bookstore and CArP, our archive, please come down to Eastside Arts Alliance and check out our many events coming up in the new year. We are always looking for donations and volunteers and just to meet new friends and family.  [00:17:36] Susanne: And with that, we're gonna go out with Jon Jang's “The Pledge of Black Asian Alliance,” produced in 2018.  [00:18:29] Emma: This was a round table discussion at the Eastside Arts Alliance Cultural Center with staff and guests: Elena, Suzanne and Aubrey.  Let's Talk Audio series is one of OACC'S Open Ears for Change projects and as part of the Stop the Hate Initiative with funds provided by the California Department of Social Services in consultation with the commission of Asian and Pacific Islander American Affairs to administer $110 million allocated over three years to community organizations. These organizations provide direct services to victims of hate and their families and offer prevention and intervention services to tackle hate in our communities. This episode is a production of the Oakland Asian Cultural Center with engineering, editing, and sound design by Thick Skin Media.  [00:19:18] A special thanks to Jon Jang for permission to use his original music. And thank you for listening.  [00:19:32] Music: Life is not what you alone make it. Life is the input of everyone who touched your life and every experience that entered it. We are all part of one another. Don't become too narrow, live fully, meet all kinds of people. You'll learn something from everyone. Follow what you feel in your heart. OACC Podcast [00:00:00] Emma: My name is Emma Grover, and I am the program and communications coordinator at the Oakland Asian Cultural Center, known also as OACC. Today we are sharing the eighth episode of our Let's Talk audio series. Let's talk as part of OACC's Open Ears for Change Initiative, which was established in 2020. With this series, our goals are to address anti-blackness in the APIA communities, discuss the effects of colorism and racism in a safe space, and highlight black and Asian solidarity and community efforts specifically in the Oakland Chinatown area.   [00:00:43] Today's guests are Elena Serrano and Suzanne Takahara, co-founders of Eastside Arts Alliance. Welcome Elena and Suzanne, thank you so much for joining today's episode. And so just to kick things off, wanna hear about how was Eastside Arts Alliance started?   [00:01:01] Susanne: Well, it was really Greg Morozumi who had a longstanding vision of creating a cultural center in East Oakland, raised in Oakland, an organizer in the Bay Area, LA, and then in New York City where he met Yuri Kochiyama, who became a lifelong mentor.   [00:01:17] Greg was planning with one of Yuri's daughters, Ichi Kochiyama to move her family to Oakland and help him open a cultural center here. I met Greg in the early nineties and got to know him during the January, 1993 “No Justice, No Peace” show at Pro Arts in Oakland. The first Bay Graffiti exhibition in the gallery. Greg organized what became a massive anti-police brutality graffiti installation created by the TDDK crew. Graffiti images and messages covered the walls and ceiling complete with police barricades. It was a response to the Rodney King protests. The power of street art busted indoors and blew apart the gallery with political messaging. After that, Greg recruited Mike Dream, Spy, and other TDK writers to help teach the free art classes for youth that Taller Sin Fronteras was running at the time.   [00:02:11] There were four artist groups that came together to start Eastside. Taller Sin Fronteras was an ad hoc group of printmakers and visual artists activists based in the East Bay. Their roots came out of the free community printmaking, actually poster making workshops that artists like Malaquias Montoya and David Bradford organized in Oakland in the early 70s and 80s.   [00:02:34] The Black Dot Collective of poets, writers, musicians, and visual artists started a popup version of the Black Dot Cafe. Marcel Diallo and Leticia Utafalo were instrumental and leaders of this project. 10 12 were young digital artists and activists led by Favianna Rodriguez and Jesus Barraza in Oakland. TDK is an Oakland based graffiti crew that includes Dream, Spie, Krash, Mute, Done Amend, Pak and many others evolving over time and still holding it down.   [00:03:07] Elena: That is a good history there. And I just wanted to say that me coming in and meeting Greg and knowing all those groups and coming into this particular neighborhood, the San Antonio district of Oakland, the third world aspect of who we all were and what communities we were all representing and being in this geographic location where those communities were all residing. So this neighborhood, San Antonio and East Oakland is very third world, Black, Asian, Latinx, indigenous, and it's one of those neighborhoods, like many neighborhoods of color that has been disinvested in for years. But rich, super rich in culture.   [00:03:50] So the idea of a cultural center was…let's draw on where our strengths are and all of those groups, TDKT, Taller Sin Fronters, Black artists, 10 – 12, these were all artists who were also very engaged in what was going on in the neighborhoods. So artists, organizers, activists, and how to use the arts as a way to lift up those stories tell them in different ways. Find some inspiration, ways to get out, ways to build solidarity between the groups, looking at our common struggles, our common victories, and building that strength in numbers.   [00:04:27] Emma: Thank you so much for sharing. Elena and Suzanne, what a rich and beautiful history for Eastside Arts Alliance.   [00:04:34] Were there any specific political and or artistic movements happening at that time that were integral to Eastside's start?   [00:04:41] Elena: You know, one of the movements that we took inspiration from, and this was not happening when Eastside got started, but for real was the Black Panther Party. So much so that the Panthers 10-point program was something that Greg xeroxed and made posters and put 'em up on the wall, showing how the 10-point program for the Panthers influenced that of the Young Lords and the Brown Berets and I Wor Kuen (IWK).   [00:05:07] So once again, it was that Third world solidarity. Looking at these different groups that were working towards similar things, it still hangs these four posters still hang in our cultural, in our theater space to show that we were all working on those same things. So even though we came in at the tail end of those movements, when we started Eastside, it was very much our inspiration and what we strove to still address; all of those points are still relevant right now.   [00:05:36] Susanne: So that was a time of Fight The Power, Kaos One and Public Enemy setting. The tone for public art murals, graphics, posters. So that was kind of the context for which art was being made and protests happened.   [00:05:54] Elena: There was a lot that needed to be done and still needs to be done. You know what? What the other thing we were coming on the tail end of and still having massive repercussions was crack. And crack came into East Oakland really hard, devastated generations, communities, everything, you know, so the arts were a way for some folks to still feel power and feel strong and feel like they have agency in the world, especially hip hop and, spray can, and being out there and having a voice and having a say, it was really important, especially in neighborhoods where things had just been so messed up for so long.   [00:06:31] Emma: I would love to know also what were the community needs Eastside was created to address, you know, in this environment where there's so many community needs, what was Eastside really honing in on at this time?   [00:06:41] Elena: It's interesting telling our story because we end up having to tell so many other stories before us, so things like the, Black Arts movement and the Chicano Arts Movement. Examples of artists like Amiri Baraka, Malaguias Montoya, Sonya Sanchez. Artists who had committed themselves to the struggles of their people and linking those two works. So we always wanted to have that. So the young people that we would have come into the studio and wanna be rappers, you know, it's like, what is your responsibility?   [00:07:15] You have a microphone, you amplify. What are some of the things you're saying? So it was on us. To provide that education and that backstory and where they came from and the footsteps we felt like they were in and that they needed to keep moving it forward. So a big part of the cultural center in the space are the archives and all of that information and history and context.   [00:07:37] Susanne: And we started the Malcolm X Jazz Arts Festival for that same reason coming out of the Bandung Conference. And then the Tri Continental, all of this is solidarity between people's movements.   [00:07:51] Emma: You've already talked about this a little bit, the role of the arts in Eastside's foundation and the work that you're doing, and I'd love to hear also maybe how the role of the arts continues to be important in the work that you're doing today as a cultural center.   [00:08:04] And so my next question to pose to you both is what is the role of the arts at Eastside?   [00:08:10] Elena: So a couple different things. One, I feel like, and I said a little bit of this before, but the arts can transmit messages so much more powerfully than other mediums. So if you see something acted out in a theater production or a song or a painting, you get that information transmitted in a different way.   [00:08:30] Then also this idea of the artists being able to tap into imagination and produce images and visions and dreams of the future. This kind of imagination I just recently read or heard because folks aren't reading anymore or hardly reading that they're losing their imagination. What happens when you cannot even imagine a way out of things?   [00:08:54] And then lastly, I just wanted to quote something that Favianna Rodriguez, one of our founders always says “cultural shift precedes political shift.” So if you're trying to shift things politically on any kind of policy, you know how much money goes to support the police or any of these issues. It's the cultural shift that needs to happen first. And that's where the cultural workers, the artists come in.   [00:09:22] Susanne: And another role of Eastside in supporting the arts to do just that is honoring the artists, providing a space where they can have affordable rehearsal space or space to create, or a place to come safely and just discuss things that's what we hope and have created for the Eastside Cultural Center and now the bookstore and the gallery. A place for them to see themselves and it's all um, LGBTA, BIPOC artists that we serve and honor in our cultural center. To that end, we, in the last, I don't know, 8, 9 years, we've worked with Jose Navarrete and Debbie Kajiyama of Naka Dance Theater to produce live arts and resistance, which gives a stage to emerging and experienced performance artists, mostly dancers, but also poets, writers, theater and actors and musicians.   [00:10:17] Emma: The last question I have for you both today is what is happening in the world that continues to call us to action as artists?   [00:10:27] Elena: Everything, everything is happening, you know, and I know things have always been happening, but it seems really particularly crazy right now on global issues to domestic issues. For a long time, Eastside was um, really focusing in on police stuff and immigration stuff because it was a way to bring Black and brown communities together because they were the same kind of police state force, different ways.   [00:10:54] Now we have it so many different ways, you know, and strategies need to be developed. Radical imagination needs to be deployed. Everyone needs to be on hand. A big part of our success and our strength is organizations that are not artistic organizations but are organizing around particular issues globally, locally come into our space and the artists get that information. The community gets that information. It's shared information, and it gives us all a way, hopefully, to navigate our way out of it.   [00:11:29] Susanne: The Cultural Center provides a venue for political education for our communities and our artists on Palestine, Haiti, Sudan, immigrant rights, prison abolition, police abolition, sex trafficking, and houselessness among other things.   [00:11:46] Elena: I wanted to say too, a big part of what's going on is this idea of public disinvestment. So housing, no such thing as public housing, hardly anymore. Healthcare, education, we're trying to say access to cultural centers. We're calling that the cultural infrastructure of neighborhoods. All of that must be continued to be supported and we can't have everything be privatized and run by corporations. So that idea of these are essential things in a neighborhood, schools, libraries, cultural spaces, and you know, and to make sure cultural spaces gets on those lists.   [00:12:26] Emma: I hear you. And you know, I think every category you brought up, actually just now I can think of one headline or one piece of news recently that is really showing how critically these are being challenged, these basic rights and needs of the community. And so thank you again for the work that you're doing and keeping people informed as well. I think sometimes with all the news, both globally and, and in our more local communities in the Bay Area or in Oakland. It can be so hard to know what actions to take, what tools are available. But again, that's the importance of having space for this type of education, for this type of activism. And so I am so grateful that Eastside exists and is continuing to serve our community in this way.   What is Eastside Arts Alliance up to today? Are there any ways we can support your collective, your organization, what's coming up?   [00:13:18] Elena: Well, this is our 25th anniversary. So the thing that got us really started by demonstrating to the community what a cultural center was, was the Malcolm X Jazz Arts Festival, and that this year will be our 25th anniversary festival happening on May 17th.   [00:13:34] It's always free. It's in San Antonio Park. It's an amazing day of organizing and art and music, multi-generational. It's beautiful. It's a beautiful day. Folks can find out. We have stuff going on every week. Every week at the cultural center on our website through our socials. Our website is Eastside Arts alliance.org, and all the socials are there and there's a lot of information from our archives that you can look up there. There's just just great information on our website, and we also send out a newsletter.   [00:14:07] Emma: Thank you both so much for sharing, and I love you bringing this idea, but I hear a lot of arts and activism organizations using this term radical imagination and how it's so needed for bringing forth the future that we want for ourselves and our future generations.   [00:14:24] And so I just think that's so beautiful that Eastside creates that space, cultivates a space where that radical imagination can take place through the arts, but also through community connections. Thank you so much Elena and Suzanne for joining us today.   [00:14:40] Susanne: Thank you for having us.   [00:15:32] Emma: Let's Talk Audio series is one of OACC'S Open Ears for Change projects and is part of the Stop the Hate Initiative with funds provided by the California Department of Social Services. In consultation with the commission of Asian and Pacific Islander American Affairs to administer $110 million allocated over three years to community organizations. These organizations provide direct services to victims of hate and their families, and offer prevention and intervention services to tackle hate in our communities.   This episode is a production of the Oakland Asian Cultural Center with engineering, editing, and sound design by Thick Skin Media. A special thanks to Jon Jang for permission to use his original music, and thank you for listening.   [00:16:34] Music: Life is not what you alone make it. Life is the input of everyone who touched your life and every experience that entered it. We are all part of one another. Don't become too narrow. Live fully, meet all kinds of people. You'll learn something from everyone. Follow what you feel in your heart. The post APEX Express – August 14, 2025 appeared first on KPFA.

Oh My Fraud
Meet the Fraud Victim-Turned-Vigilante

Oh My Fraud

Play Episode Listen Later Aug 13, 2025 86:50


When Johnathan Walton learned that his best friend had conned him out of nearly $100,000, his first instinct was a little unusual—he told anyone who would listen about what happened. The story that ensued consumed his life for several years, ultimately sending his career in unexpected directions, with a hit podcast, assisting other victims with their frauds, and now, his new book, Anatomy of a Con Artist.SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and Podcast Overview (05:01) - Meet Jonathan Walton (07:32) - Jonathan's Early Life and Career (22:14) - The Pool Problem (24:37) - Con Artists Don't Outsmart You (40:00) - The Final Scam and Realization (47:08) - Confrontation and Recording (48:36) - Police Inaction and Persistence (50:37) - Building a Case (54:29) - The Arrest and Legal Battle (57:53) - The Trial and Conviction (01:02:49) - Post-Conviction and New Scams (01:05:38) - Extradition and Ongoing Pursuit (01:10:35) - Reflections and Lessons Learned (01:24:43) - Conclusion and Final Thoughts BUY JONATHAN'S BOOKAnatomy of a Con Artist [Penguin Random House] HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Queen of the Con [Spotify]Queen of the Con [Instagram]johnathanwalton.comEmail us at ohmyfraud@earmarkcpe.com

The Unique CPA
Bridging Journalism and Accounting

The Unique CPA

Play Episode Listen Later Aug 12, 2025 33:06 Transcription Available


Gail Perry, Editor-in-Chief of CPA Practice Advisor Magazine, joins Randy Crabtree on Episode 224 of The Unique CPA. Gail's fascinating four-decade career began as an aspiring musician, shifted to journalism, and ultimately led her to become a CPA, author of 34 books, and the owner of a small tax practice in Indianapolis. She shares stories of her early influences, her journey through diverse roles—including writing several Dummies and Idiots books—and her passion for teaching and writing in the profession. As Editor-in-Chief, Gail offers a unique perspective on the accounting world, discussing the impact of technology and AI, the evolution of remote work, the rise of advisory services, and how modern accountants must redefine their roles far beyond traditional bookkeeping. Get the full show notes and more resources at TheUniqueCPA.com

Earmark Accounting Podcast | Earn Free CPE
The Small-Business Economy in 2025: What Your Clients Need to Know

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Aug 11, 2025 51:46


What should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients identify opportunities in a post-pandemic startup boom driven by artificial intelligence.Learn more about Gustohttps://earmarkcpe.promo/gustoChapters(01:09) - Meet the Guest: Nich Tremper, Senior Economist (02:36) - Impact of Tariffs on Small Businesses (11:12) - Labor Market Trends and Challenges (20:37) - Strategies for Small Business Success (22:37) - Impact of AI (30:00) - Trends in Offshore Hiring (32:36) - Impact of Inflation on Small Businesses (39:47) - The Role of Accountants in Business Strategy (42:48) - Rise of New Business Formations (48:39) - Optimism for Small Businesses in 2026 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 Guest, Nich TremperLinkedIn: https://www.linkedin.com/in/nichtremperConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Independent Insights, a Health Mart Podcast
Addressing the Challenge of Uncontrolled Hypertension

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Aug 11, 2025 38:03 Transcription Available


Uncontrolled hypertension continues to drive cardiovascular risk and remains a major gap in chronic disease management. This episode discusses what pharmacists need to know to support treatment adherence, identify therapeutic gaps, and address barriers to blood pressure control. Listen to strengthen your role in helping patients achieve meaningful, sustained outcomes. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTRyan Jacobsen, PharmD, BCPSClinical Pharmacy SpecialistU of Iowa HealthCareJoshua Davis Kinsey and Ryan Jacobsen have no relevant financial relationships to disclose. 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 common causes and consequences of uncontrolled hypertension in various patient populations.2. Describe the pharmacist's role in recognizing gaps in therapy, addressing adherence, and supporting blood pressure control.0.05 CEU/0.5 HrUAN: 0107-0000-25-271-H01-PInitial release date: 8/11/2025Expiration date: 8/11/2026Additional CPE details can be found here.

Tax Section Odyssey
ERC — Legislative updates to processing and examinations

Tax Section Odyssey

Play Episode Listen Later Aug 8, 2025 24:04 Transcription Available


On this episode, Chris Wittich, MBT, CPA, Partner — Boyum Barenscheer, joins again to discuss the latest updates on the employee retention credit (ERC) from H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Chris discusses how the legislation affects ERC claims and the implications for businesses with pending claims. He also delves into the extension of the statute of limitations for examination. What you'll learn from this episode:  What H.R. 1 changes about ERC claims processing  An update on ERC claims processing What the extension of the statute for examination from H.R. 1 means for ERC claims Reminder about the IRS FAQs about income tax returns and ERC claims AICPA resources Employee retention credit guidance and resources — A library for comprehensive guidance, essential tools and the latest news on the ERC. Planning after tax changes — The tax landscape has shifted. Now's the time for CPAs to turn insights into action with proactive financial planning. Access FAQs, guides, summaries and learning solutions in one central hub. IRS FAQs about the Employee Retention Credit — On March 20, the IRS provided updated FAQs on income tax and ERC.  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.

Unofficial QuickBooks Accountants Podcast
Better Security, Smarter Estimates, and Retroactive Payroll

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 7, 2025 15:18


Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.https://www.firmofthefuture.com/product-update/july-2025-mpu/Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm3 CPE, intermediate-level classRegister at http://royl.ws/restaurants?affiliate=5393907Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:42) - Enhancements in QuickBooks Bill Pay (02:29) - Streamlined Workflow for Estimates and Deposits (06:17) - QuickBooks Online Payroll Improvements (09:31) - QuickBooks Live Expert Assist and Priority Service (11:16) - Special Announcement: Restaurant Accounting Course (12:58) - Conclusion and Closing Remarks

AICPA Forensic and Valuation Services (FVS)
Valuing Startups in a Shifting Economy

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Aug 7, 2025 28:58


In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors. They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure. Key takeaways  Valuation shifts as startups grow Qualitative factors matter VC return goals set discount rates Cost approach applies beyond early stages Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton Host:  Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide 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 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide The FVS Valuation Podcast archives Early-Stage Valuation, A Conversation with author Antonella Puca 409A Valuations – What you Need to Know Valuation Considerations in Equity Compensation 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    

FVS Podcasts
Valuing Startups in a Shifting Economy

FVS Podcasts

Play Episode Listen Later Aug 7, 2025 28:58


In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors. They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure. Key takeaways  Valuation shifts as startups grow Qualitative factors matter VC return goals set discount rates Cost approach applies beyond early stages Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton Host:  Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide 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 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 Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide The FVS Valuation Podcast archives Early-Stage Valuation, A Conversation with author Antonella Puca 409A Valuations – What you Need to Know Valuation Considerations in Equity Compensation 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    

NJCPA IssuesWatch Podcast
317: A&A Update with Matt Charne

NJCPA IssuesWatch Podcast

Play Episode Listen Later Aug 5, 2025 12:08


Does your nonprofit receive government grants? The accounting rules may be changing. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:Proposed FASB ASU: Government Grants (Topic 832)Accounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

accounting cpe charne eventsjoin
Independent Insights, a Health Mart Podcast
OTC STI Kits Supporting Patients and Expanding Access to Care

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Aug 4, 2025 34:45 Transcription Available


With sexually transmitted infection (STI) rates continuing to rise, over-the-counter testing kits are expanding access to care, and pharmacists are well-positioned to support their safe and effective use. This episode explores key facts about available OTC kits, regulatory updates, counseling responsibilities, and the potential for test-and-treat models in pharmacy practice. Join us to learn how pharmacists can contribute meaningfully to STI prevention and care.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTElizabeth Skoy, PharmDProfessorNorth Dakota State UniversityJoshua Davis Kinsey and Elizabeth Skoy have no relevant financial relationships to disclose.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 the types and regulatory status of over-the-counter STI testing kits available to patients.2. Describe the pharmacist's role in educating patients on the use of OTC STI kits and recognizing potential opportunities to support follow-up care or treatment.0.05 CEU/0.5 HrUAN: 0107-0000-25-270-H01-PInitial release date: 8/4/2025Expiration date: 8/4/2026Additional CPE details can be found here.

The Growth Minded Accountant
Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses

The Growth Minded Accountant

Play Episode Listen Later Aug 1, 2025 18:08


Unlock the power of bonus depreciation in today's tax landscape with this expert-curated nano CPE course, Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses. In under 20 minutes, you'll learn how the One Big Beautiful Bill Act (OBBBA) permanently reinstated 100% bonus depreciation — and what that means for your business clients.From the history and evolution of bonus depreciation to the groundbreaking introduction of Qualified Production Property for U.S.-based manufacturing, this AI-narrated episode breaks down complex tax law into clear, actionable insights. You'll also explore key planning considerations, including Section 179 vs. bonus depreciation, the interaction with the Qualified Business Income (QBI) deduction, and long-term recapture rules.This course was developed by tax experts and delivered via innovative AI audio presentation to give you a fast, focused, and convenient way to earn CPE credit.Course Details:CPE Credit: 0.2 (Taxes)Delivery Method: QAS Self-Study (Nano Learning)Program Level: BasicPrerequisites: NoneAdvanced Preparation: NoneEnroll & Claim Credit:Listen now and claim your 0.2 CPE credit,  visit https://taxcpe.litmos.com/self-signup/.For CPAs seeking free CPE credit, use Pass Code: BONUSDEPIncludes a full transcript and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit.

La Commission Normandeau-Ferrandez
Lèvres dégonflées et formation de rides: connaissez-vous le «visage Ozempic»?

La Commission Normandeau-Ferrandez

Play Episode Listen Later Jul 31, 2025 40:34


Voici l’essentiel de l’épisode du jeudi 31 juillet 2025 pour l’émission Le midi: Enfants mal-nourris en CPE: des travailleuses sonnaient l'alarme depuis un an; Jeunes demandeurs d'asile plus nombreux au Canada: «Ce qu'on fait avec ça? On respecte nos engagements internationaux»; Usine Northvolt: des citoyens de Beloeil s'inquiètent des rejets cancérigènes dans la rivière Richelieu; Lèvres dégonflées et formation de rides: le «visage Ozempic»; Katy Perry en couple avec Justin Trudeau? La rumeur fait le tour du globe. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

Oh My Fraud
Meet the Podcaster Who Spills the Corporate Tea

Oh My Fraud

Play Episode Listen Later Jul 30, 2025 74:04


Caleb knew that if he could get Becca Platsky, the co-host of the Corporate Gossip Podcast, to come on Oh My Fraud, that they would have a lot to talk about. Becca and Caleb learn that they are kindred spirits, discussing their experiences not only as scorned CPAs, but as earnest gossip merchants. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE (00:43) - Discovering Corporate Gossip Podcast (03:09) - Becca's Background and Career (05:49) - The CPA Experience (14:33) - Gossip in the Corporate World (25:29) - Starting the Podcast Journey (35:55) - Corporate Culture and CEO Critique (42:36) - The Golden Age of Fraud (44:46) - Corporate Corruption: A Bipartisan Issue (58:29) - The Fraud Triangle and Human Nature (01:07:41) - The Consequences of Corporate Negligence (01:13:31) - Final Thoughts and Reflections HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH BECCALinkedIn: https://www.linkedin.com/in/rebeccaplatsky CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Check out Corporate Gossip PodCorporate Gossip PodcastFacebook Part 1: Sheryl Sandberg & the Curse of the BOBFacebook Part 2: Mark Zuckerberg & The Curse of the Baby BangsEmail us at ohmyfraud@earmarkcpe.com

The Growth Minded Accountant
New OBBBA Tip Income Tax Deduction Explained

The Growth Minded Accountant

Play Episode Listen Later Jul 29, 2025 11:22


This NASBA-compliant nano course delivers expert tax insight in a fresh, podcast-style format. Carefully curated by our team of seasoned tax professionals and presented by advanced AI for the best possible learning experience, this course makes complex tax law easy to understand and engaging to follow.In just 12 minutes, discover how the new above-the-line deduction for tip income (2025–2028) works, who qualifies, the $25,000 cap and AGI phase-out, and how the expanded FICA tip credit benefits employers.Includes a full transcript, downloadable course material, and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit.For CPAs seeking free CPE credit, visit https://taxcpe.litmos.com/self-signup/.Use Pass Code: TIPS

Independent Insights, a Health Mart Podcast
Pain Management Tips and Updates for Pharmacists

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jul 28, 2025 37:35 Transcription Available


Pharmacists are key partners in helping patients navigate the challenges of managing pain safely and effectively. This episode covers practical strategies for counseling, identifying potential concerns in therapy, and supporting appropriate treatment, plus a quick review of the newly approved non-opioid option. Tune in to strengthen your clinical confidence and improve outcomes in pain care. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTLorin Fisher PharmD, BCACPResidency Program DirectorUniversity of IowaJoshua Davis Kinsey and Lorin Fisher have no relevant financial relationships to disclose.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. Recognize essential counseling points and patterns in medication use that pharmacists should address when managing patients with pain.2. Describe the role of pharmacists in supporting safe and effective pain management, including awareness of newly approved medications.0.05 CEU/0.5 HrUAN: 0107-0000-25-258-H08-PInitial release date: 7/28/2025Expiration date: 7/28/2026Additional CPE details can be found here.

Earmark Accounting Podcast | Earn Free CPE
The Auditability Problem That's Breaking Accounting AI

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Jul 24, 2025 54:49


Please note: This episode was recorded before changes were made to the Big Beautiful Bill, which eliminated the removal of the PCAOB.What happens when AI agents start doing your journal entries and reconciliations? Mike Whitmire, founder and CEO of Floqast, explains why accounting AI is fundamentally different from other business applications—and why auditability creates unique challenges that many companies will struggle to overcome. In this conversation, you'll learn how Floqast Transform enables accountants to build AI agents using simple narrative descriptions, thereby creating comprehensive audit trails while automating repetitive tasks. Mike walks through real-world examples, from benefit allocation journal entries to variance analysis, demonstrating how the "human-in-the-loop" approach handles exceptions and ensures compliance. Plus, hear his vision for the future accounting professional as an "accounting cyborg" who manages AI agents rather than junior staff.Chapters(00:43) - Agents in Accounting (01:22) - Flow Cast's AI Implementation (02:29) - Starting Points and Use Cases (04:14) - Flow Cast Transform and Integration (06:58) - Workflow Automation and Human Review (16:03) - Future of AI in Auditing (29:11) - Materiality Thresholds and Budget Analysis (30:29) - Financial Statement Narratives with AI (32:35) - AI in Financial Analysis and Risk Detection (36:02) - The Role of AI in Legislative Analysis (37:46) - AI Tools and Automation in Accounting (42:40) - The Future of Accounting with 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 Guest, Mike WhitmireLinkedIn: https://www.linkedin.com/in/michaelcwhitmire/Learn more about FloQasthttp://www.floqast.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

AICPA Forensic and Valuation Services (FVS)
Valuation in a Climate of Uncertainty

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Jul 24, 2025 31:22


FVS Valuation subject matter experts Josh Shilts and Dave Consigli address current challenges encountered by professionals conducting valuations, emphasizing that these competencies remain fundamental — mirroring those required during the Covid period. Their discussion highlights several important insights: Embracing Economic Volatility: Ongoing economic uncertainty has become a constant factor, making adaptability essential for valuation professionals. Assessing Client Risk Management: It is critical to evaluate how clients are managing financial, operational, and strategic risks. The Importance of Industry Knowledge: In-depth understanding of industry dynamics remains vital. Composition and management of a company's workforce – especially in the context of generational shifts and the integration of AI. Guest: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Check out these free resources Statement on Standards for Valuation Services (VS Section 100) Disaster Relief Resource Center Tariff Resource Center Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know Navigating Business Interruption Claims | FVS webcast archive 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 VS Section 100 subsequent event toolkit Considerations when valuing distressed or impaired businesses FAQs Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy | FVS Practice Aid Calculating Lost Profits | FVS Practice Aid FVS Quick Reference Guide: Standards and Premises of Value The FVS Valuation Podcast archives Complexities Of Subsequent Events in Business Valuation Enhancing Professional Growth through AICPA FVS Section Resources and Participation Transparency in Private Market Valuations 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    

NJCPA IssuesWatch Podcast
314: A&A Update with Matt Charne – 7/22/25

NJCPA IssuesWatch Podcast

Play Episode Listen Later Jul 22, 2025 13:14


Are you ready to step up your fraud detection game? Following three years of research, the AICPA's Auditing Standards Board has proposed updates to the Statement on Auditing Standards regarding auditors' responsibilities related to fraud. Get an overview of the proposal. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA Seeks Comment on Proposed Update to Auditors' Responsibilities Related to FraudAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Federal Tax Updates
One Big Beautiful Bill Passes: Everything You Need to Know

Federal Tax Updates

Play Episode Listen Later Jul 21, 2025 62:57


Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill.  He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challenges ahead, and what small business owners and individuals need to know right now. From ERC changes to new car loan deductions, this comprehensive breakdown separates the reality from the hype surrounding one of the most significant tax bills in recent years.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:14) - Overview of the Big Beautiful Bill (02:43) - The Legislative Process and Political Dynamics (06:53) - Key Provisions and Extensions in the Bill (09:33) - Tax Policy vs. Political Strategy (11:33) - State and Local Tax (SALT) Debate (17:25) - Cost and Budget Considerations (26:24) - New Tax Provisions: Tips and Overtime (29:07) - Implementation Challenges and Guidance (34:18) - Transition Relief and State Standards (37:16) - Overtime and Salary Dynamics (38:17) - IRS Withholding Rules (42:24) - Employee Retention Credit (ERC) Updates (48:17) - Business Deductions and Expensing (52:22) - New Tax Provisions for Seniors and Car Loans (54:59) - Energy Credits and Legislative Negotiations (56:35) - Final Thoughts and Future Outlook Get 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/Connect 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 the 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.

Independent Insights, a Health Mart Podcast
HIV Treatment Updates: Counseling, Adherence, and Clinical Pearls

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jul 21, 2025 35:16 Transcription Available


HIV treatment has evolved significantly, offering streamlined regimens and improved patient outcomes. This episode will discuss the latest antiretroviral therapy (ART) guidelines, highlighting preferred regimens, key pharmacologic considerations, and practical counseling strategies for pharmacists. Tune in to enhance your clinical knowledge and play a pivotal role in optimizing care for individuals living with HIV. Joshua Davis Kinsey, PharmDVP, EducationCEimpactRachel Maynard, PharmDLead EditorPyrlsJoshua Davis Kinsey and Rachel Maynard have no relevant financial relationships to disclose. BONUS: With this episode, you also get exclusive, free access to beautifully designed clinical charts and practice resources from our friends at Pyrls, that you can use in your everyday practice. Click the links below to access these practical tools:HIV PharmacotherapyHIV MedicationsAnd more! 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-recommended antiretroviral therapy (ART) regimens and their key components.2. Describe important counseling points for pharmacists supporting patients on HIV treatment, including adherence, side effects, and drug interactions.0.05 CEU/0.5 HrUAN: 0107-0000-25-245-H02-PInitial release date: 7/21/2025Expiration date: 7/21/2026Additional CPE details can be found here.

Unofficial QuickBooks Accountants Podcast
Journal Entries Have Unintended Consequences (Wheel of Rants)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 17, 2025 14:53


Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.Sponsors(00:00) - Introduction and Wheel of Rants (00:31) - The Reclassify Tool: A Modern Approach (04:17) - Creating Rules for Accurate Categorization (07:34) - Using the Reclassify Transactions Tool (14:34) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comLinks from Episode Use this link to access Reclassify from any QBO file, even if you don't have the QBOA briefcase: qbo.intuit.com/app/reclassify-transactionBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

beyond MD with Dr. Yatin Chadha
Ep #95 - Building Resilience and a Sustainable Career for the Long Term - with Dr. Mamta Gautam

beyond MD with Dr. Yatin Chadha

Play Episode Listen Later Jul 17, 2025 54:05


Today I host Dr. Mamta Gautam, MD, MBA, FRCPC, CPDC, CCPE, CPE. Mamta is an internationally renowned psychiatrist, consultant, certified coach, author and speaker. Focused on Physician Health and well-being since 1990, she is a trailblazer in this field and is known as the “The Doctor's Doctor”.  In the past 2 decades, she has expanded her work to include Leadership Development, to better address system-level factors that impact the wellbeing of healthcare workers.Discussion points:- Mamta's background & fascinating origin story (3:23)- how to pursue growth at work to create an enjoyable & sustainable career (6:45))- burnout - what are the key signs? (18:00)- preventative measures for burnout (21:33)- how relevant is financial literacy in combatting burnout? (27:22)- building resilience - the 5 C's (33:27)- where you can learn about Mamta's work (46:40)- closing thoughts (48:04)--------------------------------------------------------------------------------------------------------------This episode features Arya EHR - https://www.aryaehr.com/**I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcastLinks:Mamta Gautam:X: https://twitter.com/PEAKMDLinkedIn: https://www.linkedin.com/in/mamta-gautam-peak-md-6a7a3422/Instagram: https://www.instagram.com/peak.md/Facebook: https://www.facebook.com/peakmd.ca/BlueSky: https://bsky.app/profile/peakmd.bsky.socialYatin Chadha:Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha

Oh My Fraud
The Frauderful Wizard of Ozy

Oh My Fraud

Play Episode Listen Later Jul 16, 2025 74:12


Carlos Watson, a charismatic, fast-rising media figure, strives to build a new kind of digital media company.SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - The Ozy Media Controversy Begins (04:51) - Carlos Watson's Early Life and Career (07:47) - The Birth of Ozy Media (08:51) - Challenges in Digital Media (16:47) - Ozy Media's Rise and Partnerships (24:54) - The Beginning of Ozy Media's Downfall (32:11) - The Goldman Sachs Incident (34:23) - The Aftermath and Public Reaction (43:18) - AOC and Aaron Judge: Ozy's False Claims of Discovery (44:51) - Investigations and Media Strategy (46:01) - Ozy's Short-Lived Comeback and Legal Troubles (50:41) - The Trial Begins: Prosecution's Case (01:01:07) - Watson's Defense and Testimony (01:07:36) - Verdict and Sentencing (01:08:24) - Commutation and Aftermath (01:09:57) - Lessons and Reflections HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:From kindergarten delinquent to star [The Hill]From Silicon Valley to CNN [Stanford Lawyer via Wayback Machine]Get to know Carlos Watson [Blast Magazine via Wayback Machine]Ozymandias [Wikipedia]About Ozy [via Wayback Machine]WGBH to debut ‘Point Taken,' a new late-night debate TV show taped in Boston [Boston.com]A Bunch Of Digital Publishers Bought Cheap Traffic And Later Found Out It Was Fraudulent [BuzzFeed News]Exclusive: OZY hits profitability on $50 million in revenue [Axios]Goldman Sachs, Ozy Media and a $40 Million Conference Call Gone Wrong [NYT]Ozy's board starts an investigation after a Times report raises questions about the company. [NYT]Ozy Built a TV Show on a False Claim, Says Its Former Producer [NYT]Ozy Media's chairman resigns as company faces questions. [NYT]Sharon Osbourne says Ozy Media founder Carlos Watson lied when he claimed the Osbournes invested in his company [CNBC]Ozy says it's great at discovering big names before the mainstream media. But is it? [Nieman Lab]How Ozy Media, a startup with $70 million in funding and a star-studded list of investors, collapsed in 6 days [Fortune]How Ozy fell [Axios]18-hour days and panic attacks: Former Ozy staffers allege an abusive environment [CNN]Ozy Media CEO claims his scandal-ridden company will reopen, but doesn't explain how [CNBC]Ozy Media's Watson on path forward: We're going to have to change substantially [CNBC]Ozy Media CEO Carlos Watson: 'This Is Our Lazarus Moment' [Today via YouTube]After Ozy's Carlos Watson Talks of a Comeback, a Key Investor Objects [NYT]Let Me Tell You What It Was Like to Work at Ozy [NYT]Ozy Media Is A Monumental Bummer [Defector]Ozy Media Faces Federal Investigations [NYT]Carlos Watson Has a Cold [Puck]Latest NewsOzy Media CEO Carlos Watson Says a Fun Redesign Is on the Horizon [Tech Bullion via Wayback]Article About the New, ‘Ethical' Ozy Media Appears to Have Been Written by a Fake Journalist [Vice]Media company Ozy is attempting a comeback [Semafor]Ozy Media and Its Founder Carlos Watson Indicted in a Years-Long Multi-Million Dollar Fraud Scheme [DOJ]SEC Charges Ozy Media and its CEO Carlos Watson with Widespread Scheme to Defraud Investors [SEC]U.S. v. Carlos Watson, Ozy Media, Inc. [Indictment]Ozy Statement, March 1, 2023 [X/Twitter]Ozy Media Shuts Down After Founder Carlos W...

Federal Tax Updates
Your Client Data Is Under Attack: An IRS Agent's Warning

Federal Tax Updates

Play Episode Listen Later Jul 14, 2025 59:25


Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (02:21) - Today's Guest and Topic: Scams and Data Breaches (02:56) - IRS Statistics on Data Breaches (05:33) - Common Scams and How They Work (09:48) - Phishing Emails and Ransomware (14:51) - Fake Charities and Donation Scams (17:30) - Refund Thefts and Data Breaches (21:28) - IRS Communication and Taxpayer Awareness (30:10) - Signs of a Data Breach for Practitioners (32:42) - Immediate Steps After a Data Breach (34:32) - Multi-Step Process and Insurance Involvement (37:42) - Filing Returns After a Breach (40:54) - Identity Protection PIN (IP PIN) (48:10) - Written Information Security Plan (WISP) (53:06) - Protecting EFIN, PTIN, and CAF Numbers (55:25) - Final Thoughts and Conclusion Connect with Glennhttps://www.linkedin.com/in/glenn-gizzi-4b6ab5205Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Independent Insights, a Health Mart Podcast
Optimizing Care with Integrative Oncology - Part TWO

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jul 14, 2025 22:42 Transcription Available


Integrative oncology blends conventional cancer treatments with supportive therapies like nutrition, acupuncture, and mind-body practices to improve patient outcomes and quality of life. This episode outlines what pharmacists need to know about the principles of integrative medicine, how to evaluate evidence-based resources, and counseling tips for guiding patients through safe, effective complementary options. Tune in to strengthen your ability to support cancer patients with credible, compassionate, and comprehensive care. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTGinger Blackmon, PharmDAssociate Director of Clinical Initiatives NCODAJoshua Davis Kinsey and Ginger Blackmon have no relevant financial relationships to disclose. 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. Define integrative oncology and identify its role in supporting patients undergoing conventional cancer treatment.2. Describe how pharmacists can evaluate and counsel on evidence-based complementary therapies used in integrative oncology.0.05 CEU/0.5 HrUAN: 0107-0000-25-257-H01-PInitial release date: 7/14/2025Expiration date: 7/14/2028Additional CPE details can be found here.

Real Exam English - B2, C1, C2
S05 - 9 Climate Change

Real Exam English - B2, C1, C2

Play Episode Listen Later Jul 14, 2025 19:59 Transcription Available


Native English speakers answer questions about climate change from previous B2, C1, C2 and IELTS exam papers.If you are preparing for an exam you definitely gotta study this topic. So today, you're gonna hear lots of top climate change vocabulary and phrasal verbs. Also, we have some advanced grammar in the form of mixed conditionals and cleft sentences. The speakers are from Canada, Australia, South Africa, England and Wales, so lots of different accents for you, and me from Ireland too!For classes or transcripts go to https://realexamenglish.com/podcast/Music: Wholesome by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5050-wholesomeLicense: http://creativecommons.org/licenses/by/4.0/Thanks to all of the contributors, including Emma, Mike, Noel, Konner, Jen, Dan from the Roar and Score Trivia Podcast and the girls from the Butt Stuff PodcastSupport the show

Unofficial QuickBooks Accountants Podcast
QBO's New Error Detection AI Agent

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 10, 2025 44:44


Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Earmark Accounting Podcast | Earn Free CPE
From Homeless to $20 Billion Deals: An Accountant's Journey

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Jul 10, 2025 52:40


What happens when a homeless 21-year-old musician transforms into a financial leader negotiating $20 billion deals at Google? Devon Coombs shares his remarkable journey from living in his car after his recording studio failed to becoming an ASC 606 revenue recognition expert who helped shape multibillion-dollar cloud contracts. You'll discover how he leveraged technical accounting expertise to leapfrog traditional career paths, why he cold-called a thousand controllers as a first-year auditor, and his predictions for how AI will transform accountants into "orchestrators" rather than individual contributors. Plus, learn why he's leaving Google to build a consulting practice focused on helping the profession adapt to an AI-driven future.Chapters(00:54) - Devon's Early Struggles and Music Industry Journey (02:59) - Transition to Accounting and Education (04:52) - Challenges and Lessons from the Recording Studio (06:58) - Impact of Automation and AI on Careers (12:59) - Devon's Path to Success in Accounting (17:59) - Early Career at Deloitte and Winning Business (22:45) - Transition to Smaller Firm and ASC 606 Insights (25:36) - Deep Dive into ASC 606 (28:06) - Becoming an Expert in ASC 606 (31:13) - Transition to Google and Work-Life Balance (34:18) - Negotiating Billion-Dollar Deals at Google (37:45) - The Role of AI in Accounting (48:20) - Leaving Google for Principal Consulting Group (51:49) - Conclusion and Future Collaborations 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 Guest, Devon CoombsLinkedIn: https://www.linkedin.com/in/devoncoombs/Website: https://www.devoncoombs.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

AICPA Forensic and Valuation Services (FVS)
AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Jul 10, 2025 30:32


AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 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 The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  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  

NJCPA IssuesWatch Podcast
311: A&A Update with Matt Charne – 7/8/25

NJCPA IssuesWatch Podcast

Play Episode Listen Later Jul 8, 2025 12:05


Is AI taking over?? This episode takes a look at how artificial intelligence (AI) is transforming and helping the accounting profession. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA and CPA.com's 2025 AI in Accounting ReportAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

ai cpa accounting cpe charne eventsjoin
Independent Insights, a Health Mart Podcast
Optimizing Care with Integrative Oncology - Part ONE

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jul 7, 2025 31:02 Transcription Available


Integrative oncology blends conventional cancer treatments with supportive therapies like nutrition, acupuncture, and mind-body practices to improve patient outcomes and quality of life. This episode outlines what pharmacists need to know about the principles of integrative medicine, how to evaluate evidence-based resources, and counseling tips for guiding patients through safe, effective complementary options. Tune in to strengthen your ability to support cancer patients with credible, compassionate, and comprehensive care. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTGinger Blackmon, PharmDAssociate Director of Clinical Initiatives NCODAJoshua Davis Kinsey and Ginger Blackmon have no relevant financial relationships to disclose.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. Define integrative oncology and identify its role in supporting patients undergoing conventional cancer treatment.2. Describe how pharmacists can evaluate and counsel on evidence-based complementary therapies used in integrative oncology.0.05 CEU/0.5 HrUAN: 0107-0000-25-256-H01-PInitial release date: 7/7/2025Expiration date: 7/7/2028Additional CPE details can be found here.

THE JERICHO FORCE PODCAST
The Fortified Life Podcast with Jason Davis - EP 193 | Steve Cuss | Author, Speaker, Founder of Capable Life

THE JERICHO FORCE PODCAST

Play Episode Listen Later Jul 3, 2025 28:46


The Fortified Life Podcast with Jason DavisEpisode 193 – “From Anxiety to Expectation” with Steve CussEpisode SnapshotAn eye‑opening conversation on noticing and diffusing leadership anxiety, closing the gap between our beliefs and experience of God, and cultivating healthy workplace cultures. Author, speaker, and Capable Life founder Steve Cuss shares practical frameworks from his books Managing Leadership Anxiety and The Expectation Gap that help leaders bring freedom to themselves, their teams, and their faith journey.Guest Bio – Steve CussRole: Author, Speaker, Organizational Consultant, Founder of Capable Life communityBackground: Born in Western Australia; pastoral training in the U.S.; CPE hospital chaplain residency forged his focus on anxiety and reactivityExpertise: Helping leaders notice contagious anxiety, break predictable reactive patterns, and foster well‑being in organizations and churchesResources: Books (Managing Leadership Anxiety, The Expectation Gap), podcast Being Human (Christianity Today), coaching intensives & Camino‑style spiritual journeysConnect: SteveCussWords.comTimestampedOutline Time Segment0:00 Welcome ¬ Jason sets the theme: dependency on Jesus in the marketplace2:10 Steve's backstory – From Perth to U.S. Bible college & unexpected chaplain residency8:35 Discovering personal anxiety in ICU rooms; the gift of “aggressive” supervisors15:12 Defining reactivity – the only contagious anxiety & why leaders must notice it25:40 People‑pleasing & perfectionism: false threats that wire our bodies for fear32:05 Managing Leadership Anxiety – central thesis, “what the world needs most is a well-leader”40:18 Introducing The Expectation Gap – Aligning head beliefs with body experience of God48:30 False reality vs. lived reality; spotting assumptions that sabotage faith & relationships55:20 Upcoming Capable Life Camino Walk in Spain; creating immersive growth experiences58:45 Lightning Round – What excites Steve about the rest of 20251:02:00 Where to find Steve's books, courses, and weekly newsletter1:04:00 Jason's takeaway + Fortified Life send‑off(“From the boardroom to the bathroom…”)Key TakeawaysWell‑being is leadership's greatest gift. A non‑anxious presence frees teams to thrive.Reactivity is contagious—& always rooted in a false reality. Notice it, name it, diffuse it.Mind the anxiety gap. Between stimulus and response lies space to choose freedom over fear (Viktor Frankl).Bridge the expectation gap by aligning your understanding of God with what your body experiences.Ask brave questions: “How do you experience me at my best…and at my worst?” Growth starts with honest feedback.The environment shapes awareness. High-intensity spaces (such as ICUs and crisis situations) reveal hidden coping mechanisms.Relief is reason enough. Doing the inner work leads to peace for you and the people you lead.Scripture Anchors1 Peter 5:7 – “Cast all your anxiety on Him because He cares for you.”Philippians 4:6-7 – Peace that surpasses understanding guards heart & mind.Proverbs 4:23 – Guard your heart, for everything you do flows from it.Resources & LinksSteve's Website: SteveCussWords.com – free mini‑courses & weekly “Tips & Tools” emailBooks:Managing Leadership Anxiety: Yours and Theirs (Thomas Nelson)The Expectation Gap (NavPress)Podcast: Being Human on the Christianity Today networkCapable Life Community: Online memberships + live intensivesCamino Formation Walk (Oct 2025): Details at SteveCussWords.com/experiencesJason's Book: Fortify: Being Rooted in God's Plan for Work & Business – available on AmazonNext‑Step ChallengesIdentify one trigger of leadership anxiety this week; practice pausing before responding.Survey your team with Steve's question: “When I'm at my worst, how do you experience me?” Commit to shrinking the gap.Journal the expectation gap: Note a belief about God and where experience doesn't yet match. Pray for alignment.Memorable Quotes“What the world needs most is a well leader—someone working on themselves more than on their team.” — Steve Cuss “Reactivity is the only anxiety that spreads faster than a rumor.” — Steve Cuss “Humans are like trout: trying to get the most food in the laziest way possible.” — Steve Cuss.Connect & ShareSubscribe: FortifiedLifePodcast.com | New episodes Wednesdays 8:30 PM ESTFollow Jason: IG/Twitter @MrFortify | LinkedIn Jason DavisFollow Steve: IG/Twitter @SteveCussWords | LinkedIn Steve CussHashtags: #FortifiedLife #LeadershipAnxiety #ExpectationGap #FaithInBusiness #CapableLifeProduction CreditsHost: Jason “Mr. Fortify” DavisGuest: Steve CussProducer & Audio: Positive Power XXI StudiosEditing: VEGAS Pro | Transcript by Descript (AI‑generated)Show Notes:  © 2025 Fortified Life Podcast • All Rights Reserved

Oh My Fraud
Meet Omri Mor, Co-Founder and CEO of Routable

Oh My Fraud

Play Episode Listen Later Jul 2, 2025 51:22


Omri Mor's experience with technology and startups began early, being a kid and hanging out at Microsoft Israel where both his parents worked. Omri tells Caleb about his journey of growing up in Tel Aviv, working at his first startup when he was 18 to the conversation over hummus he had that led to the creation of Routable. Learn More About Routablehttps://www.routable.com/ Connect with Omrihttps://www.linkedin.com/in/omrimor HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com

Federal Tax Updates
The Big Beautiful Bill: Summer Tax Drama Unfolds

Federal Tax Updates

Play Episode Listen Later Jun 30, 2025 58:21


Annie and Roger break down the political maneuvering around the "big beautiful bill" extending the Tax Cuts and Jobs Act, explaining why seemingly simple provisions like no tax on tips and overtime could create major headaches for the 2026 filing season. They examine proposed IRS budget cuts of 37% and workforce reductions of 20% at the same time new tax complexities are being added. The hosts also celebrate the success of the 2025 filing season while questioning whether similar results are possible given the challenges ahead, including new Commissioner Billy Long's appointment and the ongoing uncertainty about when and what form the final legislation will take.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:14) - The Big Beautiful Bill: An Overview (02:37) - Republican and Democrat Perspectives (04:04) - Understanding Cuts and Dynamic Scoring (06:10) - Medicare and Eligibility Changes (08:23) - State and Local Tax Deduction Debate (11:13) - House vs. Senate: Political Dynamics (17:24) - New Proposals: Tips, Overtime, and More (29:16) - Temporary Tax Law and Its Implications (33:55) - Challenges with No Tax on Overtime (39:34) - Successful 2025 Filing Season Recap (44:45) - Proposed Budget Cuts and Their Impact (51:44) - New IRS Leadership and Future Outlook (56:43) - Conclusion and Future Updates Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Independent Insights, a Health Mart Podcast
Pharmacist-Driven Dyslipidemia Management

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jun 30, 2025 34:04 Transcription Available


Dyslipidemia remains a major contributor to cardiovascular disease, and pharmacists play a key role in optimizing therapy and improving outcomes. This episode reviews recent updates in guidelines, pharmacologic options, and practical counseling tips for supporting patients with lipid disorders. Tune in to strengthen your clinical impact and support long-term health for the patients you serve. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTJanelle Ruisinger, PharmD, FAPhAClinical ProfessorThe University of Kansas School of PharmacyPharmacists, 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 current guidelines and evidence-based pharmacologic options for managing dyslipidemia.2. Identify key counseling strategies pharmacists can use to support adherence and improve lipid-related outcomes.0.05 CEU/0.5 HrUAN: 0107-0000-25-226-H01-PInitial release date: 6/30/2025Expiration date: 6/30/2026Additional CPE details can be found here.

Earmark Accounting Podcast | Earn Free CPE
The Employee Benefits Advisory Opportunity: Why Small Businesses Need Your Help

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Jun 27, 2025 50:22


Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits. The conversation reveals how positioning yourself as a benefits advisor can double or triple your fees while helping clients attract better talent and reduce costly employee churn.Learn more about Gusto https://gusto.com/product/benefitsChapters(00:56) - Meet Our Guests (01:26) - The Growth Story: Dark Horse CPAs' Success (02:04) - Advisory First Approach: Transforming Client Relationships (03:38) - Gusto's Role in Benefits: An Overview (07:37) - Challenges and Solutions: Small Businesses Offering Benefits (10:25) - The Cost and Complexity of Benefits: Breaking It Down (15:00) - Advisory Conversations: Identifying Client Needs (19:23) - Gusto's Support for Accountants: Tools and Resources (25:43) - Affordability and Competitive Advantage (26:40) - Partnering with Gusto for Benefits (28:19) - Gusto's Software Solutions (29:12) - Client Experiences with Gusto (29:52) - Gusto's User-Friendly Platform (39:10) - Implementation and Timeline (47:42) - Increasing Revenue through Advisory Services (49:52) - Conclusion and Final Thoughts 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 Guests:Julia MillerLinkedIn: https://www.linkedin.com/in/julia-g-millerJustin KurnLinkedIn: https://www.linkedin.com/in/justinkurnWebsite: https://darkhorse.cpa/justin-kurn-cro/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Independent Insights, a Health Mart Podcast
Fatty Liver Disease: Risks, Treatments, and the Role of the Pharmacist

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jun 23, 2025 30:38 Transcription Available


Fatty liver disease affects a growing number of patients, often progressing silently until advanced stages. This episode highlights what pharmacists need to know about recent terminology changes, risk factors, pharmacotherapy updates, and key counseling strategies to support patients. Tune in to sharpen your clinical knowledge and help identify, manage, and educate patients at risk for this increasingly common condition. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTSarah Wheeler, PharmD, BCACP, CDCESAssistant ProfessorVCU School of PharmacyPharmacists, 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 current terminology, risk factors, and stages associated with fatty liver disease.2. Identify evidence-based pharmacologic and non-pharmacologic strategies that pharmacists can use to support patients with or at risk for fatty liver disease.0.05 CEU/0.5 HrUAN: 0107-0000-25-219-H01-PInitial release date: 6/23/2025Expiration date: 6/23/2026Additional CPE details can be found here.

NJCPA IssuesWatch Podcast
309: A&A Update - 6/24/25

NJCPA IssuesWatch Podcast

Play Episode Listen Later Jun 23, 2025 12:16


There's a new exposure draft from the AICPA Professional Ethics Executive Committee (PEEC) to clarify independence requirements for engagements subject to the Statements on Standards for Attestation Engagements (SSAEs). Get the details.*** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. ***Resources:PEEC exposure draft seeks to clarify requirements for SSAE engagementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Earmark Accounting Podcast | Earn Free CPE
Why Historical Cost Accounting Is Broken (And What Could Fix It)

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Jun 20, 2025 50:30


What if the foundation of financial accounting is fundamentally flawed? Tom Selling, author of The Accounting Onion blog, argues that historical cost accounting creates a "truth in labeling problem" that allows management to manipulate earnings while failing to capture economic reality. Through compelling examples from oil and gas, pharmaceuticals, and subscription businesses, he explains why value creation often occurs years before GAAP recognizes a single dollar of revenue. You'll discover how a $2 change in expected cash flows can trigger a $400,000 impairment loss, why the FASB shifted focus from earnings to balance sheets, and how current corporate governance essentially lets management "grade their own papers." This conversation challenges core assumptions about what accounting should measure and offers a provocative vision for reform.Chapters(01:21) - The Myth of Honest Financial Accounting (02:28) - Management Gaming the System (03:22) - Historical Cost Accounting Explained (05:44) - Examples of Manipulation and the Enron Scandal (09:16) - Impairment and Depreciation Issues (13:26) - Alternatives to Historical Cost Accounting (20:59) - The Disconnect in Value Recognition (25:08) - R&D Expenses and Unrecognized Assets (25:39) - Challenges in Valuation and Accounting (27:08) - Measuring Assets and Liabilities (28:09) - Industry-Specific Accounting Limitations (31:08) - The Role of Transparency in Accounting (34:12) - Subscription Businesses and Revenue Recognition (44:22) - The Problem with Estimates and Auditing (48:18) - Conclusion and Summary 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 Guest, Tom SellingThe Accounting Onion: http://accountingonion.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Oh My Fraud
Cache Me If You Can | The FBI's Latest Internet Crime Report

Oh My Fraud

Play Episode Listen Later Jun 18, 2025 33:37


For the last 25 years, the FBI's Internet Crime Complaint Center (IC3) has collected reports from victims of online scams, and its latest annual report found that Internet-based fraud shows no signs of slowing down.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:IC3 Turns 20 [FBI]Internet Crime Complaint Center Marks 20 Years [FBI]Avoid Scams: Online Sales and Auction Fraud [Secret Service]FBI Releases Annual Internet Crime Report [FBI]Internet Crime Report 2024 [FBI]List of U.S. states and territories by population [Wiki]Operation Level-Up: How the FBI Is Saving Victims from Cryptocurrency Investment Fraud [FBI]International Cybercrime Malware Service Dismantled by Federal Authorities: Key Malware Sales and Support Actors in Malta and Nigeria Charged in Federal Indictments [DOJ]IC3.govCybercriminals and scammers stole a record $16B in 2024, new FBI report says [USA Today]FBI says online scams raked in $16.6 billion last year [NBC News]Scammers stole $16.6 billion from victims last year [Axios]Cybercrime losses up to $16 billion in 2024, FBI says in annual report on Internet crimes [UPI]Column | Scam losses hit almost $17 billion. The fix is bigger than self-help. [Washington Post]

NEI Podcast
E257 - (CME) Stimulating Solutions: Advances in Treating Stimulant Use Disorders

NEI Podcast

Play Episode Listen Later Jun 18, 2025 60:51


In this CME podcast episode, Dr. Andrew Cutler interviews Dr. Phillip Coffin, Director of the Center on Substance Use and Health in San Francisco, CA, about the management of stimulant use disorders. They explore the challenges of treatment and highlight the importance of harm reduction strategies to enhance patients' quality of life.  CME credit is available to NEI Members only.   Target Audience: This activity has been developed for the healthcare team or individual prescriber specializing in mental health. All other healthcare team members interested in psychopharmacology are welcome for advanced study. Learning Objectives: After completing this educational activity, you should be better able to: Summarize pharmacologic and behavioral treatment strategies for stimulant use disorders, particularly methamphetamine and cocaine Evaluate the evidence base for current and investigational medications used in clinical trials and real-world settings Apply harm reduction principles and integrated care models to improve outcomes for patients with stimulant use disorders in diverse clinical settings Accreditation: In support of improving patient care, this activity has been planned and implemented by HMP Education and Neuroscience Education Institute (NEI). HMP Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.   Activity Overview: This activity is available with synchronized audio and is best supported via a computer or device with current versions of the following browsers: Mozilla Firefox, Google Chrome, or Safari. A PDF reader is required for print publications. A post-test score of 70% or higher is required to receive CME/CE credit.   Estimated Time to Complete: 1 hour Released: June 18, 2025*   Expiration: June 17, 2028 *NEI and HMP Education maintain a record of participation for six (6) years. CME/CE Credits and Certificate Instructions: After listening to the podcast, to take the optional posttest and receive CME/CE credit, click: https://nei.global/POD25-02.  Credit Designations: The following are being offered for this activity: Physician: ACCME AMA PRA Category 1 Credits™ HMP Education designates this enduring material for a maximum of 1.00 AMA PRA Category 1 Credit™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Nurse: ANCC contact hours This continuing nursing education activity awards 1.00 contact hour. Provider approved by the California Board of Registered Nursing, Provider #18006 for 1.00 contact hour. Nurse Practitioner: ACCME AMA PRA Category 1 Credit™ American Academy of Nurse Practitioners National Certification Program accepts AMA PRA Category 1 Credits™ from organizations accredited by the ACCME. The content in this activity pertaining to pharmacology is worth 1.00 continuing education hour of pharmacotherapeutics. Pharmacy: ACPE application-based contact hours This internet enduring, knowledge-based activity has been approved for a maximum of 1.00 contact hour (.10 CEU). The official record of credit will be in the CPE Monitor system. Following ACPE Policy, NEI and HMP Education must transmit your claim to CPE Monitor within 60 days from the date you complete this CPE activity and are unable to report your claimed credit after this 60-day period. Ensure your profile includes your DOB and NABP ID. Physician Associate/Assistant: AAPA Category 1 CME credits HMP Education has been authorized by the American Academy of PAs (AAPA) to award AAPA Category 1 CME credits for activities planned in accordance with the AAPA CME Criteria. This internet enduring activity is designated for 1.00 AAPA Category 1 credit. Approval is valid until June 17, 2028. PAs should only claim credit commensurate with the extent of their participation. Psychology: APA CE credits Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP Office maintains responsibility for the content of the programs. This activity awards 1.00 CE Credit. Social Work: ASWB-ACE CE credits As a Jointly Accredited Organization, HMP Education is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. Regulatory boards are the final authority on courses accepted for continuing education credit. Social workers completing this internet enduring course receive 1.00 general continuing education credit. Non-Physician Member of the Healthcare Team: Certificate of Participation HMP Education awards hours of participation (consistent with the designated number of AMA PRA Category 1 Credit™) to a participant who successfully completes this educational activity. Peer Review: The content was peer-reviewed by an MD, LFAPA specializing in psychiatry, forensic, addiction to ensure the scientific accuracy and medical relevance of information presented and its independence from commercial bias. NEI and HMP Education takes responsibility for the content, quality, and scientific integrity of this CME/CE activity. Disclosures: All individuals in a position to influence or control content are required to disclose any relevant financial relationships. Any relevant financial relationships were mitigated prior to the activity being planned, developed, or presented. Disclosures are from the original live presentation, unless otherwise noted. Faculty Author / Presenter Andrew J. Cutler, MD Clinical Associate Professor, Department of Psychiatry and Behavioral Sciences, Norton College of Medicine, State University of New York Upstate Medical University, Syracuse, NY Chief Medical Officer, Neuroscience Education Institute, Malvern, PA Consultant/Advisor: AbbVie, Acadia, Alfasigma, Alkermes, Axsome, Biogen, BioXcel, Boehringer Ingelheim, Brii Biosciences, Cerevel, Corium, Delpor, Evolution Research, Idorsia, Intra-Cellular, Ironshore, Janssen, Jazz, Karuna, Lundbeck, LivaNova, Luye, MapLight Therapeutics, Neumora, Neurocrine, NeuroSigma, Noven, Otsuka, Relmada, Reviva, Sage Therapeutics, Sumitomo (Sunovion), Supernus, Takeda, Teva, Tris Pharma, VistaGen Therapeutics Speakers Bureau: AbbVie, Acadia, Alfasigma, Alkermes, Axsome, BioXcel, Corium, Idorsia, Intra-Cellular, Ironshore, Janssen, Lundbeck, Neurocrine, Noven, Otsuka, Sumitomot (Sunovion), Supernus, Takeda, Teva, Tris Pharma, Vanda Data Safety Monitoring Board (DSMB): COMPASS Pathways, Freedom Biosciences Faculty Author / Presenter Phillip Coffin, MD, MIA Director of Center on Substance Use and Health, San Francisco Department of Public Health, San Francisco, CA No financial relationships to disclose. The remaining Planning Committee members, Content Editors, Peer Reviewer, and NEI planners/staff have no financial relationships to disclose. NEI and HMP Education planners and staff include Gabriela Alarcón, PhD, Ali Holladay, Andrea Zimmerman, EdD, CHCP, Brielle Calleo, Stephen Daniels and Bahgwan Bahroo, MD, LFAPA. Disclosure of Off-Label Use: This educational activity may include discussion of unlabeled and/or investigational uses of agents that are not currently labeled for such use by the FDA. Please consult the product prescribing information for full disclosure of labeled uses. Cultural Linguistic Competency and Implicit Bias: A variety of resources addressing cultural and linguistic competencies and strategies for understanding and reducing implicit bias can be found in this handout—download me. Accessibility Statement For questions regarding this educational activity, or to cancel your account, please email customerservice@neiglobal.com. Support: This activity is supported solely by the provider, NEI.

Federal Tax Updates
Beyond the Resume: Why Skills Testing is the Future of Accounting Hires

Federal Tax Updates

Play Episode Listen Later Jun 16, 2025 58:50


Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Independent Insights, a Health Mart Podcast
Optimizing Asthma Care: Guideline Updates and Practical Pearls

Independent Insights, a Health Mart Podcast

Play Episode Listen Later Jun 16, 2025 34:41 Transcription Available


Asthma management continues to evolve, with updated guidelines emphasizing personalized care, smart inhaler use, and early intervention. This episode reviews key pharmacotherapy updates, stepwise treatment strategies, and practical counseling tips to support adherence and inhaler technique. Tune in to strengthen your role in improving outcomes for patients living with asthma.BONUS: With this episode, you also get exclusive, free access to beautifully designed clinical charts and practice resources from our friends at Pyrls, that you can use in your everyday practice. Click here to access these practical tools!HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTRachel Maynard, PharmDLead EditorPyrlsPharmacists, 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 current guideline-recommended pharmacologic treatments for asthma, including stepwise therapy approaches.2. Identify key counseling points for improving inhaler technique, adherence, and asthma control in patients.0.05 CEU/0.5 HrUAN: 0107-0000-25-214-H01-PInitial release date: 6/16/2025Expiration date: 6/16/2026Additional CPE details can be found here.

Cloud Accounting Podcast
Real Life Ways Accountants Use AI, How Sage Will Eliminate the Close

Cloud Accounting Podcast

Play Episode Listen Later Jun 12, 2025 68:40


Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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

Cloud Accounting Podcast
The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast)

Cloud Accounting Podcast

Play Episode Listen Later Jun 10, 2025 50:49


Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts 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 Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Oh My Fraud
The Big Easy Bank That Got Swamped

Oh My Fraud

Play Episode Listen Later Jun 4, 2025 57:26


An ambitious New Orleans banker gets in over his head.SponsorsRoutable - http://ohmyfraud.promo/routableHuman at Scale - http://ohmyfraud.promo/humanJoin Caleb and Greg live in New Jersey NJCPA Convention & Expo [NJCPA]HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:Banc One to Pay $3 Billion In Stock for First Commerce [Bloomberg News]FIRST NBC BANK HOLDING COMPANY [S-1]First NBC Bank shares rise on first trading day [New Orleans Advocate]Driving Forces: Ashton Ryan [New Orleans City Business]Inside the Industry: Banking | First NBC Bank [Biz New Orleans]First NBC profit inches upward [The Times-Picayune]First NBC: Statements not reliable [New Orleans Advocate]New Orleans's Premier Bank, First NBC, Runs Into Problems [WSJ]First NBC Bank Co. deemed in 'troubled condition' by Fed [New Orleans Advocate]Regulators to review First NBC management, procedures, liquidity [New Orleans Advocate]First NBC proposes management shakeup; Ashton Ryan to remain as president but not CEO [New Orleans Advocate]Short of an outright sale, First NBC Bank deal 'a big step forward,' but challenges remain [New Orleans Advocate]New Orleans' troubled First NBC Bank anticipates further drop in value [New Orleans Advocate]First NBC Bank fails, ordered closed; will be absorbed by Whitney Bank [New Orleans Advocate]First NBC Bank's parent company files for bankruptcy protection [New Orleans Advocate]First NBC Bank Holding Company [8-K]Material Loss Review of First NBC Bank [FDIC OIG]Ashton Ryan Jr. steps down as president of troubled First NBC Bank [New Orleans]Sources: Federal grand jury opens probe into First NBC Bank meltdown, exploring bank's dealings with Gregory St. Angelo [New Orleans Advocate]Mandeville land deal involving ex-First NBC head Ashton Ryan subject of grand jury probe [New Orleans]Northshore Contractor Charged with Conspiracy to Defraud First NBC Bank [DOJ]Bank General Counsel Pleads Guilty To Conspiracy to Defraud First NBC Bank [DOJ]New Orleans Business Owner Pleads Guilty to Conspiracy to Defraud First NBC Bank [DOJ]Federal regulator sues auditor Ernst & Young for negligence over First NBC collapse [Times-Picayune]First NBC's former chief, Ashton Ryan, indicted on bank fraud and conspiracy charges [Times-Picayune]Grand Jury Returns Superseding Indictment Charging First NBC Bank Executives And A Borrower With Bank Fraud And False Statements [DOJ]In First NBC fraud trial, Mississippi developer says he built 'black hole' of debt with Ryan's help [Times-Picayune]'I was never involved in any conspiracy;' Ashton Ryan takes stand in First NBC Bank fraud trial [Times-Picayune]

Les pieds sur terre
Le collège des possibles 4/4 : L'histoire de Mouhamed

Les pieds sur terre

Play Episode Listen Later Jun 3, 2025 28:55


durée : 00:28:55 - Les Pieds sur terre - par : Sonia Kronlund, Anna Benjamin - Mouhamed est un ancien élève du collège Rosa Parks. Habitué du bureau de la CPE l'année dernière, l'ambiance du collège Nantes Centre lui fait du bien. Mais après avoir chahuté dans les couloirs et bousculé une surveillante, il a été exclu deux jours et est convoqué dans le bureau du principal. - réalisation : Eric Lancien

Les pieds sur terre
Le collège des possibles 3/4 : Cécile et Morgane, les deux CPE

Les pieds sur terre

Play Episode Listen Later May 28, 2025 30:13


durée : 00:30:13 - Les Pieds sur terre - par : Sonia Kronlund, Anna Benjamin - Cécile et Morgane sont les deux CPE et s'occupent des 700 élèves du collège Nantes Centre. Retard, harcèlement, histoires d'adolescents qui débordent sur les réseaux sociaux, elles ont ouvert les portes de leur bureau le temps d'une journée. - réalisation : Eric Lancien