Podcast Episodes
Back to SearchArt Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip
Season 6
The retirement planning hack can be a secret weapon for tax-free growth.
Quick Tax Tip
With Art Werner
CPE Today
When most people hear “HSA,” they think …
10 months, 1 week ago
Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors
Season 6
After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it.
The Disruptors
Wi…
10 months, 1 week ago
Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA
Season 6
“We’re afraid to communicate, we’re afraid to speak up.”
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In a profession known for long hours and…
10 months, 1 week ago
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers
Season 6
"This is your chance to make a real difference."
Accounting Influencers
with Rob Brown
Millions of accountants and bookkeepers are stuck in a cycle of o…
10 months, 2 weeks ago
Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth
Season 6
PE doesn't have to strip your culture.
With Jean Caragher
For CPA Trendlines
On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio…
10 months, 2 weeks ago
The Ultimate Business Hack You’re Probably Ignoring | ARC
Season 6
“Leaders should model respect, not just expect it.”
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformat…
10 months, 2 weeks ago
Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip
Season 6
Treat cryptocurrencies like the next dot-com bubble.
Quick Tax Tip
With Art Werner
CPE Today
As cryptocurrencies continue to infiltrate everyday investme…
10 months, 2 weeks ago
Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This
Season 6
“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.”
MOVE Like This
Wit…
10 months, 2 weeks ago
Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors
Season 6
Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.
The Disruptors
With Liz Farr
The traditional accountin…
10 months, 2 weeks ago
David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA
Season 6
"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."
The Concierge CPA
With Jackie…
10 months, 2 weeks ago