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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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CPA Life

John Randolph

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CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
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Counting on Calibre

Calibre CPA Group

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Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.
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Upleveling

Joy Lutz, CPA, CTP

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Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.
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The Unique CPA

Randy Crabtree, CPA

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Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
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INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia's award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
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Money Guy Show

Brian Preston and Bo Hanson

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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With Interest

CPA Australia

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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
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The Infinite Wealth Podcast

Infinite Wealth Consultants

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We combine the teachings of Robert Kiyosaki's Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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FICPA Podcasts

FICPA Podcasts

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The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
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Oh My Fraud

Caleb Newquist

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"Oh My Fraud" is a podcast where the true crime is shocking, gruesome, heinous, but with way fewer dead bodies. Hosted by Caleb Newquist, each episode explores fraud cases from petty swindles to corporate conspiracies, examining the people involved, their motives, methods, and how they spent the loot before it all came to a spectacular, inevitable end.
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Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don't forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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CAS Minute

Roman Villard, CPA

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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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The Profitable Creative

Christian Brim, CPA/CMA

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Hey, Creative! Are you ready to discuss profits, the money, the ways to make it happen? The profitable creative podcast is for you, the creative, how you define it. Videographers, photographers, entrepreneurs, marketing agencies. You get it. CEO of Core Group and author Christian Brim interviews industry experts, creative entrepreneurs and professionals alike who strive to be creative and make money at the same time. Sound like you? Tune in now. It's time for profit.
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Excel Tips

CPA Australia

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Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel's hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia's award-winning business magazine. Every podcast episode ...
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The Accounting Podcast

Blake Oliver & David Leary

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.
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John Garrett's research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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Intelligent Money Minute

Hans Blake, CFA, CPA

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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: [email protected] or visit www.investedwithyou.com/podcasts.
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Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
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Your Financial Maven®

Samantha M. Besnoff, CPA

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Your Financial Maven®, a Gold Award Winning Podcast, is hosted by Samantha Mittman Besnoff, CPA. It will challenge you to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent ...
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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She Counts

Questian Telka, EA & Nancy McClelland, CPA

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She Counts brings together respected educators Nancy McClelland, CPA, and Questian Telka, EA, for candid conversations about what it’s really like to be a woman in accounting. Whether you’re in corporate, at a firm, or running your own show, this podcast offers a space to feel seen, heard, and understood. From taboo topics to everyday challenges, She Counts is more than a podcast—it’s a community where women in accounting, tax, and bookkeeping can come together and get real.
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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NextGen Strategies

Grant Covault & Tyler Davis

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Welcome to the NextGen Strategies Podcast, the podcast for modern strategies to help family-owned, small businesses grow and compete. Join long-time friends Grant Covault, marketing strategist and owner of GC Strategies, and Tyler Davis, CPA and owner of DAT CPA, as they interview subject experts on a variety of subjects such as leadership, marketing, finance, operations and much more. If you are a current business leader, aspiring entrepreneur, or just someone looking to get the scoop on th ...
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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Top Producer Podcast

Farm Journal

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Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
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The Art of Succession

Barrett Young | GWCPA

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Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past ...
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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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Building Your Money Machine

Mel H Abraham, CPA, CVA, ASA

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Welcome to 'Building Your Money Machine, hosted by Mel Abraham, CPA, a renowned financial expert and author of USA Today Bestseller, 'Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!.' On this podcast, Mel shares his insights and experiences from over 30 years in the field of wealth-building, entrepreneurship and mentorship to financial freedom. Each episode provides actionable strategies to master your money, remove financial stress, and live a ...
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The Audit Podcast

Trent Russell

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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We'll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you're listening to it on now and we'll talk to you soon.
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An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
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Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways. The Disruptors With Liz Farr Erin Daiber, founder and CEO of Well Balanced Accountants, keeps seeing the same issue in firm after firm. A partner announces their intention to retire within a year or two, and the firm suddenly realizes no one…
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Kathleen Burns Kingsbury joins Randy Crabtree on Episode 245 of The Unique CPA for a candid conversation about the hidden forces shaping how professionals, particularly women, perceive and communicate their worth. Drawing on her journey from FDIC bank examiner to wealth psychology expert, Kathleen unpacks the cultural and personal barriers that kee…
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In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, to discuss why doing quality work consistently is the foundation of trust, growth, and long-term success in your career. Mindy shares practical lessons from her professional journey, including how hands-on experience strengthens learning, why mistakes can be pow…
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Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structure…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! How is big data systematically flawed by design and how is it impacting your business and happiness? How will AI affect the future of measuring data sets and what our customers' …
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Discover key strategies for mastering the Information Systems and Controls (ISC) discipline of the CPA Exam in this episode. Tune in for expert guidance on exam structure, study tips, and practical advice to help you succeed in IT audit, risk management, and advisory topics. This episode is hosted by Liz Burkhalter (Director CPA Pipeline, AICPA) wh…
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Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil's philosophy is refreshingly straightforwar…
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Your tax debt is catching up to you. Will your car be something to worry about? Let's take a look... Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -Facebook: Choice Tax Relief // Logan A…
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Chapters (00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13…
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The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) 👉 https://bit.ly/owner-shipmindset-scoreapp —------------------------------- Want to be a guest on our podcast? Apply and share your expertise with our audience at http…
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In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
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Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educat…
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Got a question? Text me! Is your team still treating the month-end close like the ultimate deliverable? In this episode of CAS Minute, Roman Villard explains why obsessing over a perfect monthly close might be holding your firm—and your clients—back. Learn how to shift your mindset from static reports to continuous insights and unlock the power of …
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Send us a text PROFITABLE TALKS... In this episode of Profitable Creative, host Christian Brim interviews Austin Bonderer, an intellectual property patent attorney with over 26 years of experience. They discuss the nuances of intellectual property law, including patents, trademarks, and copyrights, and the importance of protecting one's creative wo…
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This week on The Audit Podcast, we're joined by Patrick Niemann, Partner and Leader of EY's U.S. Center for Board Matters. Pat brings a unique perspective shaped by decades of working directly with boards and audit committees. In this episode, he shares what's top of mind for board members right now—from uncertainty in the economic and geopolitical…
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The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) 👉 https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------ Want to be a guest on our podcast? Apply and share your expertise with our …
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In today's podcast Paul has a conversation with Chris Roehm of Cash Balance Plan Partners. Most farmers are aware of 401(k) plans where you can set aside up to $70,000 or more in a year. A Cash Balance Plan allows older farmers nearing retirement to set aside and deduct up to $300,000 or more in a year. These plans can be a great option to help far…
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How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don’t know partner pay, and the case for semiannual reportin…
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https://vimeo.com/1151233104?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2026/1/3/2026-01-05-proposed-regulations-on-new-car-loan-interest-deduction This week we look at: Standard Mileage Rates & Notice 2026-10 2026 Procedural Updates - Annual Revenue Procedures Qualified Passenger Vehicle Loan Interest (QPVLI) Pro…
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Welcome to a game-changing episode of the Building Your Money Machine Show! I’m Mel Abraham, and today I’m pulling back the curtain on the habits and behaviors I learned first-hand from sitting in rooms with over 400+ millionaires. Trust me when I say this: wealth isn’t reserved for a chosen few—it’s accessible to anyone willing to work differently…
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https://vimeo.com/1149904280?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2025/12/28/2025-12-29-marijuana-rescheduling-restarts-after-long-pause This week we look at: Executive Action on Marijuana Scheduling and IRC § 280E State Paid Family and Medical Leave (PFML) Programs Estimated Tax Relief for Qualified Farmlan…
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https://vimeo.com/1148156806?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2025/12/19/2025-12-22-initial-scholarship-granting-organization-guidance-issued This week we look at: Section 25F Advance Elections Unreported Income & The "Missing Witness" Constitutionality of Penalties Post-Jarkesy Section 280E & Offers-in-…
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If you've ever tried time blocking and felt boxed in, frustrated, or like it "just doesn't work for you," you're not alone. But the issue isn't the system—it's what your brain does when structure shows up. Time blocking works because it helps you make decisions in advance with your smarter brain, instead of letting your overwhelmed brain run the da…
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In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our…
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Are you curious about the way ultra-rich people think and grow their wealth? In this episode, Garrett Gunderson, author of What Would the Rockefellers Do?, joins Cameron Christiansen and Anthony Faso to discuss how the wealthy think differently about money and how to design a fulfilling life. Unlike conventional wisdom, the Rockefellers didn't rely…
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Danielle is a 33-year-old self-employed sign language interpreter earning $110,000 annually in the DC area. After building an impressive $181,000 net worth in just four years, she's experiencing severe savings whiplash, dropping from a 60% savings rate during COVID down to just 8% today. Inspired by the book Die with Zero and the Coast FIRE movemen…
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A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore. The Concierge CPA With Jackie Meyer For CPA Trendlines The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundat…
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Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help yo…
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First off — Happy New Year. To kick off the year, this week's episode of the Wealth Formula Podcast is a solo one from me. I spend the episode walking through my outlook for 2026 and sharing a few predictions for how I think this cycle is going to play out. Lately, I keep hearing the same question phrased in different ways. The economy feels tight,…
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Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different o…
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The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Artificial intelligence is no longer a side project in accounting. It is the main event. The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the l…
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Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to mak…
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Investing is the cornerstone of building wealth and achieving financial independence, but costly mistakes can derail progress. We walk through five critical investing mistakes that can cost you both time and money. From waiting too long to start investing (the average American doesn't begin until age 33) to starting too soon (without proper financi…
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It accelerates advisory work, but only if firms rethink pricing and risk. Gear Up for Growth With Jean Caragher For CPA Trendlines On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and t…
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Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business…
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Have you ever felt more pressure than excitement when a new year begins? You start seeing all the "new year, new you" posts, everyone's talking about big goals and fresh starts… and instead of feeling motivated, you feel that little knot in your stomach. If you've ever thought, "This year has to be different," only to immediately feel overwhelmed, …
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Welcome to another transformative episode of the Building Your Money Machine Show! Today, I’m tearing back the curtain on what really needs to change once you start building serious wealth—and the handful of things you must never change, no matter how high your net worth climbs. Getting rich doesn’t automatically solve your problems—in fact, if you…
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, Christian Brim hosts Beatrice Gutknecht from Badassery by Bee. They discuss the concept of 'badassery' as doing things exceptionally and pushing back against social norms. Beatrice shares her journey of starting her business, overcoming personal and professional challeng…
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Less legacy infrastructure could mean faster adoption and outsized opportunity. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In their New Year’s episode, the hosts of Accounting ARC do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate…
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INTHEBLACK Out Loud Summer Season Encore presentation episode from September 2025 An increasing number of Gen Z and Millennials are pursuing career opportunities overseas. How is a global mindset key to success — at any age? By Nicola Heath INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia's award-winning magaz…
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Excel Tips Summer Season Encore presentation from October 2025 In this episode of Excel Tips, we explore the latest Excel updates that can help to boost productivity and simplify workflows for finance and accounting professionals. Listeners will learn: How to use TRIMRANGE for flexible range selection What's new with pivot table formatting and an e…
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On this episode of the Woodard Report podcast, Heather speaks with Nancy McClelland, CPA about her journey as the "Dancing Accountant" and how embracing authenticity, community connection, and people skills has shaped her firm and career. They explore the importance of trust, niching, and collaboration between bookkeepers and tax professionals. Abo…
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Recorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment ac…
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Got a question? Text me! On today’s episode of CAS Minute, we dive into the future of Client Advisory Services (CAS)—what’s broken, what’s evolving, and what you should be building today to thrive tomorrow. With recurring revenue growth, increasing client expectations, AI’s role in workflow, and the ongoing identity crisis of CAS itself, it’s clear…
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Steve Ferguson shares how his passion for cars started in childhood, fueled by a neighbor who gave him car magazines from around the world. Steve recalls how his love for automotive performance led him to owning a 1993 Dodge Viper, founding the Viper Club of America, and instructing others in high-performance driving across legendary racetracks in …
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