Podcast Episodes
Back to Search1099 Chaos Averted? | Quick Tax Tip
Season 6
The OBBBA just reset the rules.
Quick Tax Tip
With Art Werner
CPE Today
For the last several years, tax professionals, small businesses, and even casual …
9 months, 2 weeks ago
Kathryn Horton: Burnout Isn’t Inevitable in Audit | The Disruptors
Season 6
Analytics, automation, and AI will reshape audit roles—and that should excite CPAs.
The Disruptors
With Liz Farr
Audit is notorious for long hours, terr…
9 months, 2 weeks ago
Dr. Sean Stein Smith: Blockchain, AI, and the Future of Advisory | Holistic Guide to Wealth Management
Season 6
Firms that translate AI-driven data into clear insight will lead the next era of advisory.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Few people have …
9 months, 2 weeks ago
The CAS Bottleneck No One Talks About | It's Not Just the Numbers
Season 6
Poor onboarding frustrates clients, burns out staff, and kills profitability.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA …
9 months, 2 weeks ago
PE Pushes Partners Toward Digital Extinction | Accounting Influencers
Season 6
Two-thirds of current firm leaders risk being obsolete within three years.
Accounting Influencers
With Rob Brown
A stark warning is shaking the accounti…
9 months, 3 weeks ago
Meihaus: The Courage to Say "Enough" at the Top | Gear Up For Growth
Season 6
Partners who cap their own comp can solve staffing, retention, and motivation in one bold move.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines…
9 months, 3 weeks ago
Mike Maksymiw: Kick the "Should" Out of Your Career| Big 4 Transparency
Season 6
“Being efficient got me more work, not more money. So I left.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
When Mike Maksymiw first j…
9 months, 3 weeks ago
Brolin: Blueprint for Empathetic Leadership | The Disruptors
Season 6
Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team.
The Disruptors
With Liz Farr
After decades in public ac…
9 months, 3 weeks ago
Stacie Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Season 6
Culture isn’t an initiative—it’s a strategy that drives retention and results.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episod…
9 months, 3 weeks ago
Why Policies, Processes, and Procedures Make or Break CAS | It's Not Just the Numbers
Season 6
Get more value from the technology you already own.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
When accountant…
9 months, 3 weeks ago