Podcast Episodes
Back to SearchGuess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management
Season 6
With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap.
By Rory Henry CFP®, BFA™
For CPA T…
9 months, 1 week ago
Experts Call for Industry Overhaul | Accounting Influencers
Season 6
Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace.
Accounting Influencers
with Rob Brown
While many fi…
9 months, 1 week ago
Carl Peterson: Succession or Stagnation? | Gear Up For Growth
Season 6
AICPA’s Peterson sounds the alarm for small firms.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In a farewell interview on Gear Up for Growth…
9 months, 1 week ago
Your Identity Is Not a Liability | Accounting ARC
Season 6
Silence, shame, and outdated policies still shape the profession—but we rise anyway.
Accounting ARC
With Liz Mason and Donny Shimamoto
Center for Acco…
9 months, 1 week ago
Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip
Season 6
Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.
Quick Tax Tip
With Art Werner
CPE Today
When…
9 months, 1 week ago
Go PRO!
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…
9 months, 1 week ago
Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers
Season 6
What's the best professional step in accounting? It's free, powerful—and you're probably not doing it.
Accounting Influencers
with Rob Brown
Want to sta…
9 months, 1 week ago
Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors
Season 6
Abandon rigid roles and redefine success on your own terms.
The Disruptors
With Liz Farr
Randy Crabtree believes the biggest shift accounting needs isn’…
9 months, 2 weeks ago
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) | The Concierge CPA
Season 6
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax …
9 months, 2 weeks ago
Brannon Poe: PE Drives Demand--And Change | Accounting Influencers
Season 6
What forces are really driving firm sales—and what separates the sellable from the stagnant?
Accounting Influencers
with Rob Brown
The great reshuffle i…
9 months, 2 weeks ago