Podcasts about firms

This week, Seasoned legal marketing leader Steve Smith breaks down how plaintiff firms pick torts, acquire cases, and build co-counsel relationships to drive predictable growth and mitigate risk through diversification. From Roblox to microplastics, Steve guides us through the trends shaping mass tort law

Earlier this month, the Trump administration announced a stunning $100,000 fee on new H-1B visas—the main channel through which U.S. employers hire foreign professionals in technology, engineering, and research.The move has sent shockwaves through America's innovation ecosystem, prompting fears that companies will either look abroad—or scale back their ambitions at home.Few countries will be as impacted by this change as India, whose citizens account for nearly three-quarters of annual H-1B visa petitions. So, what happens when the world's largest economy makes it harder for global talent to come in?To answer this question, Milan is joined on the show this by Britta Glennon. Britta is an assistant professor of management at the Wharton School of the University of Pennsylvania and a faculty research fellow at the National Bureau of Economic Research. Her research focuses on immigration and cross-border innovation. Much of her work dispels long-held myths about immigrants and how they influence the U.S. economy.Milan and Britta discuss the pluses and minuses of America's “demand-driven” skilled immigration system, the impact on Indians of the Trump administration's massive new fee on H-1B visas, and how the availability of skilled worker visas impact offshoring decisions. Plus, the two discuss how America's competitors are poaching U.S. talent, the complex connection between immigration and innovation, and the economic costs of the green card backlog.To watch this episode, click here.Episode notes:1. Britta Glennon, “Skilled Immigrants, Firms, and the Global Geography of Innovation,” Journal of Economic Perspectives 38, no. 1 (Winter 2024): 3-26.2. Britta Glennon, “How Do Restrictions on High-Skilled Immigration Affect Offshoring? Evidence from the H-1B Program​,” Management Science 70, no. 2 (February 2024): 907-930.3. Saerom (Ronnie) Lee and Britta Glennon, “The Effect of Immigration Policy on Founding Location Choice: Evidence from Canada's Start-up Visa Program,” NBER Working Paper 31634 (August 2023).4. Robert Flynn, Britta Glennon, Raviv Murciano-Goroff, and Jiusi Xiao, “Building a Wall Around Science: The Effect of U.S.-China Tensions on International Scientific Research,” NBER Working Paper 32622 (May 2025).5. Vox, “$100,000 for a visa,” Today, Explained (podcast), September 25, 2025.

What happens if a financial planner takes your savings and gambles them away? They could go to jail, but you won't be getting your money back. The bookies get to keep the gambling losses, even when it's the proceeds of crime. Today, reporter Steve Cannane on his Four Corners investigation into the actions of the betting firms and why the federal government has been slow to take the industry on. Featured: Steve Cannane, Four Corners reporter

China has urged Mexico to comply with the WTO rules in its anti-dumping investigations and safeguard the legitimate rights and interests of Chinese companies.

This week on Payne Points of Wealth, Bob, Ryan, Chris, and Courtney dive into the evolving dynamics of the U.S. labor market. Despite predictions of a slowdown, companies are hesitant to lay off workers—even as hiring remains sluggish. Is this a sign of economic weakness, or are deeper demographic shifts like an aging population and reduced immigration reshaping the workforce?   We also unpack Wall Street's push to make alternative investments more accessible to everyday investors—a movement often branded as “democratization.” While financial firms tout the benefits of private equity and other alternatives, few are talking about the risks. In fact, as retail investors are being encouraged to buy in, institutional giants are quietly heading for the exits. Yale's $41.4 billion endowment is unwinding nearly $3 billion in alternative holdings.   Meanwhile, private credit—a market that barely existed a decade ago—is surging toward $2 trillion. Firms like Apollo and Blackstone are now lending directly to businesses, consumers, and real estate investors, giving regular investors unprecedented access. But is this truly a golden opportunity, or a hidden risk to your retirement? We break down the opaque, illiquid nature of these investments and what they could mean for your long-term financial future.   Tune in for our take on what's really happening in the job market and whether Wall Street's latest pitch is worth your hard-earned dollars.

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

Knowledge has become one of the most valuable assets in the AEC industry.Chris Parsons, founder and CEO of Knowledge Architecture, joins host Katie Cash to explore how firms can transform scattered project data and expertise into a true competitive advantage. Together, they discuss the rise of knowledge management as a C-suite priority, the role of AI in accelerating KM 3.0, and why structured data matters more than ever for marketing and proposals.By focusing on people, process, technology, and culture, firms can unlock smarter collaboration, sharpen their storytelling, and create systems that support sustainable growth.Topics discussed in this episode:AEC marketingKnowledge managementKnowledge strategyAI in AECBusiness developmentContent managementConnect with Christopher Parsons, Founder and CEO, Knowledge Architecture:https://www.knowledge-architecture.com/https://www.linkedin.com/in/christopherjparsons/Connect with Katie:  https://smartegies.com/ Rate, Review, & Follow on Apple Podcasts:We hope you're finding value in our AEC Marketing For Principals.  Your feedback is important to us and we'd love to hear from you. Here's how you can help.  Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.”  Let us know what you found most helpful from this episode!  And if you haven't done so already, give the podcast a follow, and you'll be notified when new episodes come out.

AI is already reshaping the way we work—but the most successful firms won't be the ones that adopt the most tools. They'll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human connection at the heart of advisory work.Jason brings decades of experience at the intersection of wealth management and technology, sharing how he's seen AI evolve from early experiments in algorithmic trading to its current role in everyday advisory operations. We talk through practical examples, like Hazel—Altruist's AI assistant designed to replicate a first hire's tasks—and how tools like this are freeing advisors to focus more on empathy, creativity, and trust-building. But Jason makes it clear: none of this works without good data. Firms that ignore data hygiene and operational clarity will fall behind—fast.As AI becomes more powerful, the advisor's role will evolve—not disappear. Jason sees a future where firms split: some leaning into AI-first operations, others branding themselves as AI-free. But those who succeed will strike a balance—embracing automation where it enhances the client experience, and doubling down on the distinctly human skills that technology can't replicate. For firms ready to think strategically about growth, relevance, and scale, this is the conversation to start with.

Today's episode is from Mobile Home Park #118 that originally aired on Jul 2, 2020. This episode is part of an ongoing webinar series that my team and I have been hosting where we invite a rotating panel of manufactured housing industry experts to discuss the state of our industry as it relates to not just the corona pandemic but also the general outlook of the manufactured housing industry and how you can not only survive, but ultimately thrive no matter what the current state of affairs are in our country. We were joined by Kolman Bubis, a top broker with Sunstone Real Estate Advisors and Brandon Turner, who is the founder of Open Door Capital.   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He discusses the challenges of scaling a business, the importance of client retention over acquisition, and practical strategies for business development and client communication. 5 Key Takeaways➤ Client retention is more valuable than acquisition because the hardest client to get is the one you lost. ➤ Balance sheet analysis reveals business blind spots that profit and loss statements miss. ➤ Strategic pivoting requires honest self-assessment and letting go of ego when strategies aren't working. ➤ Communication frequency must match individual client preferences to prevent attrition. ➤ Transparency during both market wins and losses builds stronger client relationships. Quote by Brad: "When we make a mistake, that's when you got to get on the phone, and it's when you can talk to people. And I would say most people, when you do that, they're unbelievable. They're understanding and they respect the fact that you picked up the phone and made that call."Connect with BradWebsite: https://www.shakerinvest.com/Email: brad@shaker-invest.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ray Sclafani challenges advisory firm leaders to rethink how they attract new clients. He exposes why many firms are unintentionally sabotaging their growth by relying on outdated, ad-hoc approaches to client acquisition like waiting for referrals or operating off of a founder's charisma.Ray dives deep into what it takes to build a scalable, repeatable, and measurable lead generation engine. He covers:Why most firms can't answer “How many new clients can we take on this year?”How to define and align your firm around the ideal future clientWhy a compelling, differentiated capability deck is essentialWhat it really means to “own your niche”The difference between a hope list and a functioning pipelineThis episode is a wake-up call, and a roadmap, for advisors who want to lead their growth, not just react to it.Key TakeawaysFirms must calculate their true client carrying capacity before setting growth goals.Growth requires clarity around the ideal future client, not just a general idea of your current book.True differentiation comes from owning a niche so specifically that you become the obvious referral.Firms that rely on one person's memory or relationships aren't building a business, they're creating a vulnerability.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Pavel Jakovlev is Head of Product Innovation & Growth at AMINA Bank. He has over a decade of experience driving growth and innovation across tech and Web3. Pavel helps clients from startups to scale up with strategy setting, demand generation, and partnerships to drive business expansion and innovation in Web3. With specialist communication skills, Pavel brings confidence to clients in fostering and maintaining meaningful relationships. Pavel is determined to use his passion for emerging technologies, and their practical application in the commercial environment to deliver efficiency, productivity, and sustainable growth for some of the most cutting-edge and innovative projects in the Web3 space.

Pavel Jakovlev is Head of Product Innovation & Growth at AMINA Bank. He has over a decade of experience driving growth and innovation across tech and Web3. Pavel helps clients from startups to scale up with strategy setting, demand generation, and partnerships to drive business expansion and innovation in Web3. With specialist communication skills, Pavel brings confidence to clients in fostering and maintaining meaningful relationships. Pavel is determined to use his passion for emerging technologies, and their practical application in the commercial environment to deliver efficiency, productivity, and sustainable growth for some of the most cutting-edge and innovative projects in the Web3 space.

Srividya Jandhyala is a renowned professor of management at ESSEC Business School specializing in global strategy, international business, and geopolitics. The author of "The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work" (Cambridge University Press, 2025), Srividya's research has garnered multiple awards and appears in top-tier journals. She is recognized for her ability to distill complex geopolitical shifts into clear, actionable insights for executives and entrepreneurs navigating today's volatile economic landscape. On this episode we talk about:   How global strategy and international business fundamentals are shifting in response to renewed geopolitical volatility   The business risks—and unexpected opportunities—arising from trade wars, sanctions, and national security regulations   Real-world case studies showing how leading companies are adapting to geopolitical shocks in 2025   Why managers and entrepreneurs need to understand geopolitics to make smarter investment, partnership, and growth decisions   How to cultivate resilience and agility amid unpredictable global business trends Top 3 Takeaways 1.  Geopolitical change is now a primary factor in business risk and opportunity—understanding new rules is crucial for survival and growth.2.  Companies must actively adapt strategy, supply chains, and partnerships as nations prioritize security and sovereignty over open markets.3.  Leaders who stay informed and agile—using data, networks, and scenario planning—can turn global disruptions into competitive advantage. Notable Quotes   "A great disruption is underway. Geopolitics is reshaping international business, and managers must navigate a new and changing world."   "There's no going back to the pre-2020 ‘rules'—today, structural shifts call for new levels of creativity and resilience."   "Firms that understand both market and non-market forces will seize the best opportunities amidst uncertainty." Connect with Srividya Jandhyala:   Personal Website: s-jandhyala.com ✖️✖️✖️✖️

Official data shows profits of China's major industrial firms increased 0.9 percent in the first eight months of 2025.

A.M. Edition for Sept. 26. President Trump unveils new levies on branded or patented drugs from pharmaceutical companies that aren't building manufacturing plants in America. Plus, a federal grand jury in Virginia indicted former FBI director James Comey on charges of making false statements and obstruction during the bureau's earlier investigation of the Trump campaign's ties to Russia in the 2016 election. And, WSJ foreign correspondent Sune Rasmussen details the difficulty in defending against drone incursions for NATO, an alliance built for more traditional military conflicts, in a new age of so-called hybrid attacks. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year?  2:27 – Why Q4 is often the best time to transition  3:59 – How holidays and client schedules factor into timing  5:35 – Deferred comp considerations for advisors  10:23 – Why firms sweeten deals in Q4 to hit quotas  12:48 – The myth of the “perfect” time to move  14:42 – Leveraging holiday parties and events for client communication  17:08 – Why every advisor's timing decision is unique  23:12 – Emotional readiness vs. waiting too long  25:27 – Rip the Band-Aid off: once you decide, just go  27:09 – Risks of delaying and firm pushback  28:11 – How to connect with Frank & Stacey  Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Chuck Zodda and Mike Armstrong discuss the White House going all-in on Argentina. It may not work. Intel is seeking an investment from Apple as part of its comeback bid. Amazon agrees to settle US lawsuit that it 'tricked' people into Prime. A diminished Social Security workforce, and its customers, feel the strain. Delta replaces engine units in effor to address toxic-fume surge on planes. Higher electricity prices aren't all good for utilities.

Topics: Key DC updates  An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey   Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services – Public Accounting, AICPA Marci Rossell, Expert Economic Adviser

The Chinese Commerce Ministry has added three U.S. firms to its unreliable entity list. The U.S. firms are prohibited from engaging in imports and exports related to China and making new investments in the country.

Azets Ireland has unveiled new data which reveals that 60% of Irish businesses are using AI in some form as part of everyday operations. AI adoption grows among Irish firms The survey of 119 firms across Ireland in May 2025 reveals how Irish SMEs are using technology to future-proof their operations amid the accelerating digital transformation. Findings reveal growing rates of adoption of AI tools and technology, with the number of organisations using AI across their organisation every day rising by 11% since last November. Despite growing levels of adoption, a significant proportion of firms remain at an early stage on their AI journey. 21% of firms have not yet integrated AI in their business, while 19% of firms are researching the technology but have yet to implement it within operations. Only 1% of firms consider themselves to be at the forefront of AI adoption and innovation in their sector. Smaller firms lagging behind There are also signs of a correlation between company size and adoption, with smaller companies struggling to keep pace with larger counterparts. 71% of micro businesses (10 employees or less) have yet to adopt AI within operations, compared to only 12% of large organisations. The Finance sector has the highest level of AI adoption, with 76% of organisations having implemented AI in some capacity. This compares to 54% of firms in the construction sector and 53% of firms in the retail sector. Cybersecurity tops business priorities Findings show that cybersecurity is the top business priority for firms in Ireland, amid the rapidly evolving AI landscape. Data on key growth indicators show that firms expect to significantly strengthen cybersecurity over the next 12 months, scoring a projected change in capabilities at 6.7 out of 10. Digitalisation and future turnover follow at 6.4 out of 10, indicating an elevated focus on growth and technology investment. Irish firms experience a lower level of cybersecurity incidents across Northern Europe The results show that Irish organisations experienced the lowest level of cybersecurity incidents (30%) across the six northern European countries surveyed. This compares to an average of 38% across the UK, Denmark, Finland, Norway and Sweden. Only 8% of Irish firms reported multiple cyber incidents across the year, demonstrating a high level of cyber resilience across the Irish business community. The construction sector experienced the highest average rate of cyber incidents, with 45% reporting at least one incident over the past 12 months. This is followed by the finance sector, with 43% of surveyed firms reporting a minimum of one incident. More than 1 in 3 (37%) medium-sized businesses reported a cyber incident over the past 12 months. Commenting on the findings, Neil Hughes, CEO of Azets Ireland, said: "In an era of heightened economic and trade volatility, business leaders need to navigate their organisation through short-term turbulence while planning effectively for the future. "Many SMEs in sectors such as hospitality, retail, and other family-owned businesses are under pressure as a result of the rising cost of business and need greater support if they are to grow and thrive into the future. Reducing the cost and regulatory burden on these businesses must be a priority in the months ahead. "Despite these challenges, our findings show that leaders are taking decisive steps to future-proof their organisation and drive growth from harnessing the power of AI to strengthening cybersecurity. It's clear that leaders increasingly recognise the potential of AI to enhance productivity and efficiency across their organisation and are embracing the technology in their business. "Not every business has the resources to keep pace with the rapid pace of innovation. Our findings show that small, owner-managed businesses in particular are struggling to advance innovation and embrace AI tools and technology. With a growing skills gap at many of these firms, it's crucial that d...

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

In this episode: A billionaire hedge fund manager and a New York City charter network lobbied to expand a school privatization program in Florida, according to records obtained by Seeking Rents.Editor's note: A written version of this story first appeared in the Seeking Rents newsletter: Lobbyists for a billionaire and a charter network pushed Florida lawmakers to expand a school privatization program, records showShow notesSenate Bill 2510 — Prekindergarten Through Grade 12 EducationA few examples of key Florida lawmakers who have had personal and financial ties to the charter school industry:Firms belonging to wife of Rep. Donalds grabbed millions in charter school contractsNew disclosures only deepen mystery of Rep. Donalds's wife's charter school companiesA South Florida charter school network now runs a small district 500 miles away. Legislators with close financial ties to charters helped make that happen.Incoming speaker Corcoran says bill that would benefit his wife's charter school is part of broader reformA few stories about the failure of Florida's first ‘School of Hope':Federal grand jury investigates bid-rigging in DeSantis' education departmentFlorida officials tried to steer education contract to former lawmaker's companyJefferson gets its schools back following bid shenanigans and efforts to keep it with a charter operatorAnd some of the stories and resources referenced in the pod:Commentary: Florida doubles down on failed Schools of Hope experimentThis link will download an spreadsheet from Florida Department of Education with 2025 list of public schools that are now classified as “persistently low-performing.”A billionaire is showering cash on Florida politiciansLobbyist for a billionaire-run hedge fund wrote a bill allowing longer non-competes, records showThe Secret to Success Academy's Top-Notch Test ScoresAt a Success Academy Charter School, Singling Out Pupils Who Have ‘Got to Go'At Success Academy School, a Stumble in Math and a Teacher's Anger on VideoFiling Alleges Bias at Success Academy Network Against Students With DisabilitiesQuestions or comments? Send ‘em to Garcia.JasonR@gmail.comListen to the show: Apple | SpotifyWatch the show: YouTube Get full access to Seeking Rents at jasongarcia.substack.com/subscribe

California is losing oil and gas firms — refineries are closing, and companies are relocating due to strict regulations and high costs. To counter this, Gov. Gavin Newsom has signed a law to fast-track 2,000 new wells per year in Kern County for the next decade.Supporters say this will stabilize the state's petroleum supply and help prevent more price spikes at the pump. Critics warn it could clash with California's climate goals and face major legal challenges.

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Nick (https://x.com/mattressguy_). We dive deep into the surprisingly complex world of the mattress business. Nick, owner of Direct Outlet Mattress and part of a family with stores across North Carolina, shares his unique insights.We discuss everything from the less glamorous side of old mattresses to the economics of running a mattress store, even comparing his approach to giants like Mattress Firm. You'll be fascinated to hear how he's leveraging Twitter to build a successful brand and reach customers in unexpected ways.Questions This Episode Answers:How do these businesses (Mattress Firm) make money?What other overhead expenses would you have besides lease? How do you acquire customers for your mattress store?What is your approximate customer acquisition cost?How much does it typically cost to start a mattress business?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 The Mattress Business Journey03:05 Family Dynamics in Business05:56 Understanding the Mattress Market08:51 Customer Acquisition Strategies11:47 Expanding Product Offerings15:05 The Importance of Quality17:58 Navigating Business Challenges20:55 Building a Brand on Social Media23:51 Future Plans and Online Expansion

Jeremy Au and Valerie Vu sit down in Singapore to examine how Southeast Asia's private capital markets, Vietnam's reforms, and regional politics are shaping investor sentiment and startup opportunities. They explore slower fundraising cycles, Vietnam's push toward technology-driven growth, and how energy shortages and tariff shocks impact manufacturing. Their discussion also covers foreign investor trust, nuclear energy debates, and the rise of cybersecurity and AI as national priorities. 03:52 Vietnam steadies after political consolidation: New leadership pursues double-digit GDP growth, economic reforms, and technology-driven policies. 06:42 Electricity price hikes trigger crisis: EVN's subsidy rollbacks risk $13 billion in renewable projects and damage foreign investor trust. 12:53 Nuclear energy returns to the agenda: Vietnam revives talks with Russia and Japan to build its first reactor by 2030. 20:47 Tariffs negotiated down to 20 percent: Vietnam avoided harsher 46 percent rates, keeping FDI inflows stable and competitive against India and China. 25:49 Supply chain transparency becomes critical: Firms must prove independence from China to avoid 40 percent penalties, creating opportunities for verification startups. 28:36 Startups align with government priorities: AI, cybersecurity, and data infrastructure ventures gain support through partnerships and favorable policy. Watch, listen or read the full insight at https://www.bravesea.com/blog/valerie-vu-powering-vietnam Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

There's a race going on among tech firms — big and small — to join in the construction of what President Trump has dubbed the Golden Dome, a missile defense system similar to Israel's Iron Dome. Tens of billions of dollars in military contracts are at stake. In fact, the total cost might be in the trillions and the project could stretch a decade. The technology and scale needed to make this all happen is, so far, largely unproven. And a whole host of tech firms are trying to show that they can help with the very complex undertaking. Marketplace's Nova Safo spoke with Sheera Frenkel, reporter at the New York Times, about some of the tech that would make this whole system work.

There's a race going on among tech firms — big and small — to join in the construction of what President Trump has dubbed the Golden Dome, a missile defense system similar to Israel's Iron Dome. Tens of billions of dollars in military contracts are at stake. In fact, the total cost might be in the trillions and the project could stretch a decade. The technology and scale needed to make this all happen is, so far, largely unproven. And a whole host of tech firms are trying to show that they can help with the very complex undertaking. Marketplace's Nova Safo spoke with Sheera Frenkel, reporter at the New York Times, about some of the tech that would make this whole system work.

Let's talk about associate retention, keeping those young lawyers you're recruited and mentored at your firm. It shouldn't be a given that every associate will take what you've taught them to another firm in two or three years. Guest Ben Dachepalli is a veteran lawyer and a partner in the Tampa office of firm Bradley Arant Boult Cummings LLP specializing in construction law. As a senior member of his firm, Dachepalli says retaining young associates is more than a transactional activity, it's building the firm and developing the next generation of leaders. As he says, when he's interviewing prospective hires, “I'm not interviewing my next associate, I'm interviewing my future partners.” Don't think of young lawyers as associates who will move on, develop them so they not only want to stay but also want to become leaders in your firm.  For Dachepalli, the “secret sauce” is an inclusive, team-based approach. Ensure associates are involved and invested in the firm's success, not simply completing assigned and rote tasks. Communicate with associates as peers, give them responsibilities, and show them they are valued.  Involving associates in multiple levels of a case and asking for their input from the start not only shows them you value their skills, it can also help senior attorneys spot unexpected angles and see a case from a different perspective. (And remember, today's young lawyers grew up with today's technology, they might even teach you something). Resources: ⁠American Bar Association⁠ ⁠American Bar Association Litigation Section⁠

Let's talk about associate retention, keeping those young lawyers you're recruited and mentored at your firm. It shouldn't be a given that every associate will take what you've taught them to another firm in two or three years. Guest Ben Dachepalli is a veteran lawyer and a partner in the Tampa office of firm Bradley Arant Boult Cummings LLP specializing in construction law. As a senior member of his firm, Dachepalli says retaining young associates is more than a transactional activity, it's building the firm and developing the next generation of leaders. As he says, when he's interviewing prospective hires, “I'm not interviewing my next associate, I'm interviewing my future partners.” Don't think of young lawyers as associates who will move on, develop them so they not only want to stay but also want to become leaders in your firm.  For Dachepalli, the “secret sauce” is an inclusive, team-based approach. Ensure associates are involved and invested in the firm's success, not simply completing assigned and rote tasks. Communicate with associates as peers, give them responsibilities, and show them they are valued.  Involving associates in multiple levels of a case and asking for their input from the start not only shows them you value their skills, it can also help senior attorneys spot unexpected angles and see a case from a different perspective. (And remember, today's young lawyers grew up with today's technology, they might even teach you something). Resources: ⁠American Bar Association⁠ ⁠American Bar Association Litigation Section⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 111: This week, Kyle Van Pelt talks with Ian Wenik, Editor at Citywire and one of the sharpest reporters covering the RIA space. While many firms rely on market performance to maintain their numbers, Ian sheds light on what truly differentiates the fastest-growing RIAs. From niche strategies and referral networks to the big M&A moves reshaping the industry, Ian shares insights from Citywire's 50 Growers Across America and why organic growth is the real differentiator. He also unpacks the pressures of private equity ownership, the challenges of succession, and what the endgame looks like for mega firms. In this episode: (00:00) - Intro (01:46) - Ian's money moment (04:01) - What sets the fastest-growing RIAs apart (07:55) - The future of inorganic growth and M&A trends (10:45) - The challenges of the IPO market for large RIAs (17:15) - Why Ian compares the industry to a fancy beach house (22:06) - Innovative growth programs and strategies (24:19) - Challenges for America's fastest-growing RIAs (25:47) - Ian's thoughts about trends and the  future of the industry (31:17) - Ian's Milemarker Minute Key Takeaways Organic growth is harder—but more sustainable—than most advisors realize. Many RIAs rely heavily on market appreciation to appear successful, but Ian underscores that true, organic growth takes significant investment and intentional strategy. The fastest-growing firms often succeed by identifying niche markets, building strong referral networks, and developing internal training programs to cultivate talent from within. Talent is the real differentiator (and how you develop and retain it). In a competitive, consolidating market, your ability to recruit, train, and retain top talent matters more than ever. Firms that provide clear career paths, equity ownership, and operational roles for junior staff—not just rainmakers—will be best positioned for long-term success. Quotes "Momentum generates momentum. Deals generate deals. Once you have a track record of being able to integrate a firm, keep clients on board, and keep the advisors happy, you're going to have those bankers who handle sell-side engagements trust you with more deals." ~ Ian Wenik "What's driving so much of the M&A in the industry right now is time. A lot of the big firms sell because they have succession planning needs. Or if you're already an institutionally-backed firm, you're in the market because you're a private equity owner, and you have an expiration on that play clock." ~ Ian Wenik "The dirty secret of the RIA industry is that many firms don't grow at all. They don't grow organically. It's the market appreciation that's propping them up." ~ Ian Wenik Links  Ian Wenik on LinkedIn Citywire Newsday The Deal Alex Steger Alec Rich Carson Group Hightower Advisors Wealth Advisor Solutions Schwab Advisor Network FINTRX Ulrich Investment Consultants Allworth Financial Wealth Enhancement Creative Planning CI Financial Corient LPL Financial Cetera Financial Group Osaic The Unlock Michael Batnick Moneta Group Alaska Wealth Advisors Angie Herbers Cerity Partners Genstar Capital Steward Partners Morgan Stanley Merrill Lynch UBS Goldman Sachs Summit Trail Advisors BBR Partners Ameriprise Financial Edelman Financial Engines Mariner Wealth Advisors Savvy Wealth Dakota Wealth Management The Fund Great Leap Forward Mao's Great Famine Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

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This week, we talk with Gabe Pereyra, President and co-founder at Harvey, about his path from DeepMind and Google Brain to launching Harvey with Winston Weinberg; how a roommate's real-world legal workflows met early GPT-4 access and OpenAI backing; why legal emerged as the right domain for large models; and how personal ties to the profession plus a desire to tackle big societal problems shaped a mission to apply advanced AI where language and law intersect.Gabe's core thesis lands hard, “the models are the product.” Rather than narrow tools for single tasks, Harvey opted for a broad assistant approach. Lawyers live in text and email, so dialog becomes the control surface, an “AI associate” supporting partners and teams. Early demos showed useful output across many tasks, which reinforced a generalist design, then productized connections into Outlook and Word, plus a no-code Workflow Builder.Go-to-market strategy flipped the usual script. Instead of starting small, Harvey partnered early with Allen & Overy and leaders like David Wakeling. Large firms supplied layered review, which reduced risk from model errors and increased learning velocity. From there the build list grew, security and data privacy, dedicated capacity, links to firm systems, case law, DMS, data rooms, and eDiscovery. A matter workspace sits at the center. Adoption rises with surface area, with daily activity approaching seventy percent where four or more product surfaces see regular use. ROI work now includes analysis of write-offs and specialized workflows co-built with firms and clients, for example Orrick, A&O, and PwC.Talent, training, and experience value come next. Firms worry about job paths, and Gabe does not duck that concern. Models handle complex work, which raises anxiety, yet also shortens learning curves. Harvey collaborates on curricula using past deals, plus partnerships with law schools. Return on experience shows up in recruiting, PwC reports stronger appeal among early-career talent, and quality-of-life gains matter. On litigation use cases, chronology builders require firm expertise and guardrails, with evaluation methods that mirror how senior associates review junior output. Frequent use builds a mental model for where errors tend to appear.Partnerships round out the strategy. Research content from LexisNexis and Wolters Kluwer, work product in iManage and NetDocuments, CLM workflows via Ironclad, with plans for data rooms, eDiscovery, and billing. Vision extends to a complete matter management service, emails, documents, prior work, evaluation, billing links, and strict ethical walls, all organized by client-matter. Global requirements drive multi-region storage and controls, including Australia's residency rules. The forward look centers on differentiation through customization, firms encode expertise into models, workflows, and agents, then deliver outcomes faster and at software margins. “The value sits in your people,” Gabe says, and firms that convert know-how into systems will lead the pack.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

Beijing has urged Washington to provide an open, fair and non-discriminatory business environment for Chinese companies, including TikTok, to operate in the United States.

India is becoming one of the largest markets for Artificial Intelligence and shaping how the technology develops. Our correspondent assesses what type of AI superpower the country could be. Tracking the meltdown at Swiss chocolatier Nestlé. And celebrating the life of Robert Redford.Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

India is becoming one of the largest markets for Artificial Intelligence and shaping how the technology develops. Our correspondent assesses what type of AI superpower the country could be. Tracking the meltdown at Swiss chocolatier Nestlé. And celebrating the life of Robert Redford.Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

The fastest way to scale your firm might not be more hours in the office — it's the hours you spend sleeping and the fuel you put in your body. In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill reveal why law firm owners can't afford to treat their health as an afterthought. From the science of sleep to the truth about nutrition, they share how optimizing your body is the ultimate unfair advantage for building a thriving practice. Here's what you'll learn: Why prioritizing health is a scaling strategy, not a luxury How sleep and nutrition directly impact your energy, focus, and decision-making as a leader Practical ways to build recovery and discipline into your daily routine without sacrificing your business If you want to lead with energy, clarity, and longevity, start where it matters most: your health. ---- 11:58 – Why health and longevity are just as critical as business strategy for law firm owners 13:49 – The mistake of waiting until after success to prioritize your health 16:19 – Why you don't have a time management problem — you have a priorities problem 18:12 – Health precedes wealth: how neglecting your body sabotages your firm's growth 20:10 – The difference between negative excuses and positive excuses 24:52 – Why you can't outrun a bad diet — and why nutrition drives weight loss more than exercise 28:05 – How tracking sleep, nutrition, and exercise creates predictable results 30:44 – How poor sleep, stress, and lack of recovery compound to stall business growth ---- Links & Resources: MyFitnessPal Peloton Crumbl Cookies The Murph workout Avengers (Marvel Universe) ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 396. Why High Performers Can't Afford to Ignore Wellness with Dr. Taz Bhatia 326. Matteo Franceschetti — Revolutionizing Rest: The Future of Sleep Technology 322. AMMA — Health, Hustle, and High Performance: Michael Mogill's Fitness Journey

Blake and David examine several major developments affecting the accounting profession, including the proposed HIRE Act that would impose a 25% excise tax on offshore labor payments to accounting firms. They also look at how AI is transforming hiring practices at major firms like PwC, which is cutting graduate recruitment due to advancing technology and explore practical AI implementation strategies for accounting firms, moving beyond basic chatbots to integrated workflows. The show wraps up with a story about fraud at The Epoch Times - a $67 million money laundering scheme - and the ongoing costs of bad social media tax advice. SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relay TeamUp - http://accountingpodcast.promo/teamupChapters(00:00) - Introduction and Personal Updates (00:48) - AI in Accounting: Challenges and Opportunities (04:57) - The Higher Act: Taxing Offshore Labor (05:23) - Feel-Good Story: The Oldest Marching Band Member (10:23) - Impact of AI on Job Market (26:33) - Gambling Scandal and AI in Government (36:22) - Expense Management Simplified (38:29) - Supreme Court and Tariffs Update (42:37) - Red Lobster's Downfall: A Case Study (45:37) - The Role of AI in Accounting Firms (01:03:04) - Epic Times CFO Charged with Money Laundering (01:08:38) - Conclusion and Announcements  Show NotesNew Moreno Bill Would Crack Down on Outsourcing, Fund American Workers - Senator Bernie Moreno https://www.moreno.senate.gov/press-releases/new-moreno-bill-would-crack-down-on-outsourcing-fund-american-workers/HIRE Act - A BILL https://www.moreno.senate.gov/wp-content/uploads/2025/09/The-HIRE-Act.pdfMoreno Bill to Crackdown on Foreign Outsourcing Blocked by Senate Democrats - Senator Bernie Moreno https://www.moreno.senate.gov/press-releases/moreno-bill-to-crackdown-on-foreign-outsourcing-blocked-by-senate-democrats/Offshoring is Screwed If This HIRE Act Thing Goes Anywhere But Let's Not Get Too Excited Yet - Going Concern https://www.goingconcern.com/offshoring-is-screwed-if-this-hire-act-thing-goes-anywhere-but-lets-not-get-too-excited-yet/PwC's U.K. chief admits he's cutting back entry-level jobs and taking a 'watch and wait' approach to see how AI changes work | Fortune https://fortune.com/2025/09/08/pwc-uk-chief-cutting-entry-level-junior-gen-z-jobs-ai-economic-headwinds-like-amazon-salesforce/AI takes entry-level jobs as Big Four slash graduate hiring https://bmmagazine.co.uk/news/big-four-cut-graduate-jobs-ai/PwC Cuts Graduate Hiring as AI Reshapes Entry-Level Careers - TechStory https://techstory.in/pwc-cuts-graduate-hiring-as-ai-reshapes-entry-level-careers/IRS assesses $162 million in penalties over false tax credit claims tied to social media | Internal Revenue Service https://www.irs.gov/newsroom/irs-assesses-162-million-in-penalties-over-false-tax-credit-claims-tied-to-social-mediaSocial media claims cost taxpayers $162M, IRS says. See the 'tips' to avoid https://thehill.com/homenews/5492263-social-media-claims-cost-taxpayers-162m-irs-says-see-the-tips-to-avoid/IRS warns taxpayers: Social media advice can lead to costly penalties https://www.journalofaccountancy.com/news/2025/sep/irs-warns-taxpayers-social-media-advice-can-lead-to-costly-penalties/Dirty Dozen: Taking tax advice on social media can be bad news for taxpayers; inaccurate or misleading tax information circulating | Internal Revenue Service https://www.irs.gov/newsroom/dirty-dozen-taking-tax-advice-on-social-media-can-be-bad-news-for-taxpayers-inaccurate-or-misleading-tax-information-circulatingAlbania appoints world's first AI government 'minister' to root out corruption | Euronews https://www.euronews.com/next/2025/09/12/albania-appoints-worlds-first-ai-government-minister-to-root-out-corruptionDiella (AI system) - Wikipedia https://en.wikipedia.org/wiki/Diella_(AI_system)Epoch Times embroiled in alleged cryptocurrency money laundering scheme - The Washington Post https://www.washingtonpost.com/style/media/2024/06/04/epoch-times-money-laundering-cryptocurrency/CFO of Falun Gong-linked Epoch Times arrested and accused of role in $67m multinational money laundering scheme | Fortune https://fortune.com/2024/06/04/cfo-weidong-bill-guan-falun-gong-epoch-times-arrested-67m-multinational-money-laundering-scheme/The only recap of Red Lobster's downfall you need https://thetakeout.com/red-lobster-endless-shrimp-private-equity-downfall-recapNeed 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 wr...

Today on the Daily Windup, I get real about why so many one-to-three-person shops struggle to break into government contracting. Too many “rice bowl” programs run in silos, too many events promise the world and deliver confusion, and folks get pressured to “share it with your network” before anyone vets the content. I only put my name on things that truly help—no gum-flapping, no bait-and-switch. If you're tired of paying for workshops that don't match the title, you'll feel this one. I lay out a cleaner path: start with the end in mind, follow a step-by-step roadmap, and focus on fundamentals—terminology, the process, registrations (SAM, D-U-N-S referenced), and real learning vs. hype. I talk through our contract boot camp approach and the “seed in the dirt” mindset: you plant, water, and give it time. If you've got zero experience and feel overwhelmed, this episode is your permission to skip the noise and invest in the steps that actually move you toward your first government contract.

More than half of Americans report that they will run out of money when they stop earning a paycheck and millions haven't saved enough to maintain their standard of living in retirement, There is an urgent need to re-imagine the role record keepers play in financial wellness, and it starts by leveraging technology to close the gap between capabilities and customer expectations. “When I look at things like automatic enrollment and automatic increase, that's where it starts,“ explains Will Hicks, Head of FIS Global Retirement Products and Services. “Then it bleeds into the technology phase in terms of how you deliver that. How do you actually let participants know how that impacts their financial future?“. The sector is in transition, where traditional retirement record keeping is expanding into comprehensive financial wellness platforms. Scott Parker, Partner at Deloitte Consulting and leader of their wealth retirement practice, notes that the industry is “at the cusp of taking it to the next level and getting outside of what we've always done in the past, which is more and more communication.“ The change is driven by both technological capabilities and changing expectations which center around integrated solutions: “Our clients are asking us to bring those solutions together, because they want a clear picture of not just their retirement, but what are they doing in the banking space?“ said Sherry Baker, SVP and Head of Global Wealth Products and Services at FIS. Listen to the podcast to discover how retirement industry leaders are breaking down traditional silos to deliver integrated financial wellness solutions that go far beyond the 401(k). Learn the role that modernization, data, personalization, and cybersecurity play in pushing record keepers forward. It's a conversation on record keeping organizations can meet regulatory requirements while meeting the daily engagement expectations of younger participants.

September 18, 2025- Assemblymember Jen Lunsford, a Rochester-area Democrat, makes the case for her legislation putting in-state payroll processing companies on the same playing field as their out-of-state competition.

Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at KowabungaStudios.comComment your thoughts below and don't forget to like, SHARE, and subscribe!Want to speed up your Revit production and take your time back?https://www.kowabungastudios.comNeed an Electrical Engineer to help you with your design-build projects?Visit https://verticaldesignservices.com/

Plus: Lyft partners with Waymo to launch autonomous vehicle service in Nashville. And Entek Technology has agreed to sell a majority stake to I Squared Capital. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms.Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and his fund) apart is the fact that he builds real partnerships. In this episode, he sits down with Stacy to talk about:His backstory: from investment banker to CEO, and how he built a $1B platform by betting on peopleWhy founder-led firms outperform (and how Constellation supports them)What makes a capital partner “friendly” (and what doesn't)Ownership and succession blind spots in wealth and asset managementLessons from 40+ deals that apply to any founder looking to growThe real ROI of relationships, connection, and shared valuesMore about Karl:Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.A Washington, D.C. native, Karl is an alumnus of Saint Joseph's University in Philadelphia.Books Mentioned in This Episode:The Psychology of Money – Morgan Housel | https://a.co/d/j4ZWvk2Moneyball: The Art of Winning an Unfair Game — Michael Lewis | https://www.amazon.com/dp/0393324818The Big Short: Inside the Doomsday Machine — Michael Lewis | https://www.amazon.com/dp/0393338827The Undoing Project: A Friendship That Changed Our Minds — Michael Lewis | https://www.amazon.com/dp/0393354776Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Key takeawaysAdvisors vs. Banks = different centers of gravity. Banks are great for IPOs, raises, and complex financings; advisors excel at sector-specific sell-side processes.In IT Services, specialization matters. Operator experience helps craft story, vet culture, and identify “1+1=3” combinations.Lead with strategic + cultural fit. If those are right, the financials usually find a path.Staffing models differ. Expect partner-level guidance throughout with advisors; banks skew analyst-heavy.Start early. Long-tail readiness work (growth, margins, positioning) boosts value and certainty when the market moment arrives Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Tina Solis is a partner at Nixon Peabody. She has built a national practice advising lawyers and law firms on high-stakes professional and business transitions. She's particularly known for representing individual attorneys and groups making lateral moves, helping them navigate complex partnership agreements, fiduciary obligations, and departure issues to protect their interests and minimize risk. In addition to her lateral move work, Tina counsels firms on partnership disputes, mergers, succession planning, and dissolutions, drawing on her deep experience to guide clients through sensitive and often high-pressure situations. She also leads the firm's Financial Institutions & Banking Disputes team, which represents institutions and individuals in a full range of civil litigation, enforcement matters, Financial Industry Regulatory Authority (FINRA) arbitrations, and compliance investigations on issues such as consumer protection, fair lending, anti-money laundering, and violations of fiduciary duties. WHAT'S COVERED IN THIS EPISODE ABOUT SUCCESSFUL LATERAL MOVES Making a lateral move can be one of the most exciting—and stressful—decisions in a lawyer's career. Yet many attorneys focus on the end result, like a new role or better opportunities, without carefully mapping out the steps to get there.  Missteps happen more often than you'd think, and the consequences can be severe, from forfeiting significant compensation to facing contempt charges. From understanding partnership agreements to timing the transition, there are key considerations that can make the difference between a smooth move and a difficult one. In this episode of The Lawyer's Edge podcast, Elise speaks with Tina Solis about why it's essential to approach a lateral move with the same care and planning you'd devote to a major client matter. Tina shares practical advice on how to prepare, avoid common missteps, and make informed decisions that protect your reputation, relationships, and future success. 1:51 - Current market overview for lateral moves post-COVID 5:41 - Timing and financial considerations before changing firms 10:18 - Four common reasons for transitioning to another firm 15:34 - How to prepare and do your due diligence before moving 19:24 - Professionalism and preserving your reputation when leaving 22:26 - What to consider with your new firm 23:59 - Common mistakes lawyers make during transitions 32:35 - Frequency and nature of lateral moves today 36:24 - Key advice for successfully making a lateral move MENTIONED IN THE LATERAL PLAYBOOK: WHAT LAWYERS NEED TO KNOW BEFORE CHANGING FIRMS Nixon Peabody LLP | LinkedIn | Instagram | Twitter/X Connect with Tina on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

This week's World of DaaS LM Brief looks at GDPR compliance for non-EU and non-UK companies. Firms handling resident data in these regions are required to appoint local representatives who serve as points of contact for regulators and individuals exercising their data rights. This step is critical for ensuring compliance with both GDPR and UK GDPR.Listen to this short podcast summary, powered by NotebookLM.

Are AI “super agents” like Xero's Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really mean. Walk away with practical steps to deploy AI that saves hours without losing control.SponsorsTeamUp - http://accountingpodcast.promo/teamupRippling - http://accountingpodcast.promo/ripplingDigits - http://accountingpodcast.promo/digitsChapters(00:00) - Introduction and Podcast Overview (00:45) - Continuing Professional Education (CPE) Credits (03:20) - Live Stream Interactions and Coffee Talk (04:09) - Upcoming Deadlines and Tax Season Tips (05:52) - Upcoming Conferences and Events (14:48) - Blake's New Book Announcement (24:27) - No Tax on Tips Discussion (28:57) - IRS Workforce Challenges (31:41) - State Tax Implications for NFL Players (36:22) - Xero Con and AI Financial Super Agent (37:51) - Analyzing Gross Profit Trends (39:43) - Limitations of AI in Accounting (42:12) - AI-Powered Bank Reconciliation (49:47) - Automating Invoice Creation with AI (55:01) - Grant Thornton's AI Investment (01:02:16) - The Future of AI in Accounting (01:13:03) - AI's Impact on Accounting Jobs (01:21:26) - Implementing AI in Accounting Firms  Show NotesTreasury names jobs for Trump's 'no tax on tips' deduction https://www.cnbc.com/2025/09/03/treasury-trump-no-tax-on-tips-jobs.htmlScoop: List of jobs covered by Trump's "no tax on tips" (See if you qualify) https://www.axios.com/2025/09/01/no-tax-on-tips-jobs-trump-billWorkers in 68 occupations may soon be exempt from paying taxes on tips, including some surprising jobshttps://www.cbsnews.com/news/no-tax-on-tips-trump-big-beautiful-bill-68-occupations-heres-who/IRS is canceling its layoff plans, will ask some it fired or pushed out to return https://www.govexec.com/workforce/2025/08/irs-canceling-its-layoff-plans-will-ask-some-it-fired-or-pushed-out-return/407620/The IRS is Downsizing: Key Divisions Most Affected in 2025 https://sandbergphoenix.com/the-irs-is-downsizing-key-divisions-most-affected-in-2025/Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technologyhttps://www.businesswire.com/news/home/20250904414830/en/Grant-Thornton-Advisors-investing-$1-billion-to-arm-the-multinational-workforce-across-its-platform-with-powerful-AI-tools-and-technologyGrant Thornton Advisors to Sink $1 Billion Over Three Years on AI https://www.cpapracticeadvisor.com/2025/09/05/grant-thornton-advisors-to-sink-1-billion-over-three-years-on-ai/168500/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page