show episodes
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
 
Stay ahead of the accounting & finance curve with weekly insights on emerging technology, human intelligence and digital transformation. AICPA & CIMA's global community helps you leverage disruption today to prepare your profession for tomorrow. The Association of International Certified Professional Accountants shares exclusive interviews from finance professionals across the world. They unpick crucial trends in cybersecurity, blockchain, artificial intelligence, data analytics, robotic pro ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
Welcome to the AICPA Forensic and Valuation Services (FVS) podcast channel. Subscribe to receive unlimited access to free podcasts on technical guidance, resources, and events as well as valuable insights and updates on professional issues from nationally recognized forensic and valuation experts. Visit us online at www.aicpa.org/fvs to gain access to valuable member-only benefits.
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
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show series
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, Dir., Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Ca…
 
Tom Hood, CPA, CITP, CGMA is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. Tom just stepped onto the global stage after 23 years as the CEO of the Maryland Association of CPAs. He was named the second most influential person in accounting by Accounting Today Magazine for the ninth year! LinkedIn …
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
"Globally, cryptocurrency transactions is a new booming area and a lot of countries are shifting their attention ... to capture that revenue" " CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Amy Miller, Senior Manager for Tax Policy and Advocacy at AICPA & CIMA. They explore the most recent advancements in regulatory cha…
 
The requirements for Paycheck Protection Program applicants who are not-for-profits are different from those for for-profit businesses. Dave Moja, CPA, a member of the AICPA Not-for-Profit Advisory Council, explains some of those differences and more about completing Form 990 and Form 941. Also, hear a section of a two-part podcast series that docu…
 
Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and red…
 
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial plan…
 
Dre Baldwin is a graduate of Penn State University and had a nine-year career as a professional basketball player. He’s a noted expert in discipline, confidence, mental toughness, and personal initiative. He authored 27 books and holds a YouTube Silver Play Button (100,000+ downloads). Today, he makes it easy for entrepreneurs to have consistent me…
 
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Client Hub: https://cloudaccountingpodcast.promo/clienthub Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write…
 
David Bergstein is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO a…
 
In this first part of a two-episode podcast, we take a look at the remarkable accomplishments of Black CPAs in the 20th century, featuring the testimony of two CPAs who witnessed Black CPA history firsthand: Ruth Harris, the first Black female CPA in Virginia, and Frank Ross, one of the founders of the National Association of Black Accountants (NAB…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he chose the path or, rather, how the path chose him, to become a Sage CRM ISV partner, where he sees the future of Sage CRM heading in 2020 & beyond, and how…
 
“I’m 100 percent not you, and you’re 100 percent not me.” Find out why this powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as the best version of yourself, build higher-…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legi…
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
Alistair Nevius, J.D., the JofA’s editor-in-chief, tax, explains the differences between IRS announcements on March 17 and March 29 regarding the postponement of 1040 tax filing and payments from April 15 to May 17. He highlights what’s changed, what hasn’t, and one question regarding how the IRS will handle estimated tax payments on a 2020 return …
 
Show Notes (1:50) Paycheck Protection Program (8:18) Employee Retention Credit (18:18) Shuttered Venues Operators Grant (25:29) Restaurant Revitalization Fund Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do u…
 
Marcey Rader is an award-winning global speaker, multi-certified health and productivity expert, and President of Rader Co. Her training company specializes in the accounting and biotech industries and partners with organizations to keep good people and rescue teams from burnout. She's trained thousands of people across the US and worldwide on how …
 
Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Sta…
 
"Bitcoin is the 'Kleenex' of cryptocurrency - the one that people hear about on the news - but it's just a gateway." Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. We explore some of the latest advancements in this three-part series with leading subject matter experts. Pa…
 
Cited in Episode #1 of The Soul of Enterprise, Declaring Independence from the Tyranny of Taylorism, Matthew Stewart has influenced Ron and Ed's thinking for over a decade. His seminal book, The Management Myth, eviscerates any notion that business is a science. It is art, full stop. During this episode, we will dig deep into Matthew's thinking and…
 
Do you have difficulty finding, retaining, and developing ethnically diverse talent? The PCPS George Willie Ethnically Diverse Student Scholarship & Internship connects PCPS member firms with ethnically diverse accounting students. Tairu Jozaitus, Intern and Michael Jamison, CPA, President - OnTarget CPA, are current participants. Hear their experi…
 
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpayRewind: https://cloudaccountingpodcast.promo/rewindOdoo: https://cloudaccountingpodcast.promo/odoo Show Notes 2:07 - The pandemic made us all coworkers — whether we like it or nothttps://www.msnbc.com/opinion/slack-s-new-dm-feature-proves-we-re-all-office-n1261983 3:00 - Slack’s walkback of …
 
Liz Warner is currently a Partner Enablement Manager at Sage, focused on implementation and consultant enablement. Liz loves leading teams and is a proud self-proclaimed Operations Nerd – although she loves Strategy, too. Liz is originally from Montana and has a passion for national parks, travel, opera and astronomy. She currently works from her h…
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
Some individual taxpayers still have forms to complete and payments to make by April 15. That’s one reason the AICPA believes that the IRS extension from April 15 to May 17 didn’t go far enough. Ed Karl, CPA, CGMA, the AICPA’s vice president–Tax Policy & Advocacy, explains the reasons that the AICPA believes more relief should be given and why a Ju…
 
"Now there's an ENFORCEABLE means to make sure that these suppliers are being assessed..." Guest-hosted by Steve Ursillo with Troy Fine and Matt Gilbert, this conversation is a good start to understanding CMMC, a complex and increasingly crucial component of top-level cybersecurity. It's especially crucial for companies needing to support complianc…
 
"Don't want to pay taxes? Easy. Just stop making money." This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time". Now, I know better. Now I know that the Tax Code has opportunities for tax…
 
In 2020, Zuora and Subscribed Institute commissioned The Harris Poll international survey on what consumers most value about subscriptions: The latest “The End of Ownership” report. And some fascinating findings from the latest Subscription Economy Index™. Why do consumers love subscriptions?: Convenience (42%) Variety (35%) Cost Savings (35%)…
 
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay Rewind: https://cloudaccountingpodcast.promo/rewind Attend Rewind's Webinar Odoo: https://cloudaccountingpodcast.promo/odoo Show Notes 2:53 - U.S. Treasury has sent out $242B in stimulus checks so farhttps://www.accountingtoday.com/articles/u-s-treasury-has-sent-out-242b-in-stimulus-checks-…
 
"Things have never slowed down as much while CHANGE has never been so fast" Today, 23rd of March 2021, was the date one year ago that we in the UK went into the first Corona virus lockdown. That's why our show notes contain links to two compilations of our most downloaded episodes relating to how businesses - and the professionals who run them - ar…
 
When it comes to applications for Paycheck Protection Program loans or PPP loan forgiveness, a one-size-fits-all approach to assisting clients won’t work. Some clients will need more help than others, and there are ethical implications for how CPAs provide that assistance. Iryna Klepcha, CPA, and Toni Lee-Andrews, CPA/PFS, CGMA, of the AICPA’s Prof…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he started with Sage CRM, the shared experiences of CRM over the years, why user adoption is so important & how their products help embed CRM for their users.…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walk…
 
Ed and Ron were honored to have Joshua Gilder on the show. As former President Ronald Reagan’s senior speechwriter, his first speech for the President won acclaim for the line “Go Ahead, Make My Day!” He co-authored two State of the Union addresses and contributed to many of the President’s televised speeches from the Oval Office. He wrote Mr. Reag…
 
Guest: Dr. Eric Bean Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric shares: Three research suppor…
 
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