Podcast Episodes
Back to SearchWerner: Private Foundations Under the Microscope | Quick Tax Tip
Season 6
Progressive tax changes could reshape the charitable giving landscape.
Quick Tax Tip
With Art Werner
CPE Today
Private foundations may soon find themselv…
7 months, 2 weeks ago
Dillon: A Sustainable, No-Debt Path to Firm Expansion | Big 4 Transparency
Season 6
Acquisition isn’t assimilation—it’s alignment.
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
On the latest episode of The Big 4 Transpare…
7 months, 2 weeks ago
Yoss: PDF Freedom; No Subscription Required | Quick Tech Talk
Season 6
Free and powerful PDF tools are hiding in plain sight. Here’s how to find them.
Quick Tech Talk
With Steve Yoss
CPE Today
When you think about Portable D…
7 months, 2 weeks ago
How EOS and “Unreasonable Hospitality” Reshaped GrowthLab | The Disruptors
Season 6
Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.
The Disruptors
With Liz F…
7 months, 2 weeks ago
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Season 6
Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership…
7 months, 2 weeks ago
Adjei: Stop Avoiding IRS Representation—and Start Profiting From It | The Concierge CPA
Season 6
From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.
The Concierge CPA
With Jackie Meyer
For CP…
7 months, 2 weeks ago
Why P.E. Is Winning the Talent Wars | Accounting Influencers
Season 6
PE-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.
Accounting Infl…
7 months, 3 weeks ago
Stop Dropping the Ball After the Sale | It's Not Just the Numbers
Season 6
In CAS, winning the client is just the first step—success depends on what happens next.
It's Not Just the Numbers
With Penny Breslin and Damien Greathe…
7 months, 3 weeks ago
From Zero to Auditor in 3 Days | Gear Up For Growth
Season 6
The immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.
Gear Up for Growth
With Jean Caragher
For CP…
7 months, 3 weeks ago
Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
Season 6
Building a firm should provide time, money, and freedom.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this conversation, Dr. Jackie Meyer, …
7 months, 3 weeks ago