The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Financialreport Podcasts
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Are CPA firms ready for the next wave of data security threats?
10:10
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Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In particular, Ference details data security preparedness, the value of engagement letters for tax-compliance services, common audit claims and defenses, and more. E…
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Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday from the Digital CPA Conference, offering context on the most recent government shutdown and on how a potential shutdown early in 2026 could affect IRS services. The interview was conducted one day after the IRS released guidance for health savin…
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Where CPAs stand on economic sentiment, what's next for the JofA podcast
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What's the view of finance executives about the U.S. economy and their own businesses? And what's the latest from the IRS on new Trump accounts? Find out more in this quick-hitting episode that summarizes several topics, including the December digital edition of the magazine. What you'll learn from this episode: A summary of CPA decision-makers' se…
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JofA branded podcast: Investment management at the intersection of tax and wealth services
16:20
16:20
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16:20
In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.
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Accelerating accounting outreach, a CPA leader's campus return
14:43
14:43
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14:43
This episode of the JofA podcast explores Accounting Opportunities Experience month, a growing nationwide program to inspire students to pursue accounting careers. Liz Burkhalter, the AICPA's vice president–CPA Pipeline, shares how CPAs and volunteers are working to reach 50,000 students through classroom visits and events. She also mentioned resou…
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Want to stop work from consuming your life? First, learn self-awareness
20:28
20:28
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20:28
Andrea Millar, CPA/PFS, thought she knew what really mattered. Getting good grades in school and going above and beyond at work were part of her being. But she came to the realization that work was consuming her life, at the expense of other things she cared about. Millar wrote about that experience, and some of the changes she made to create a mor…
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Real estate tax changes that advisers need to understand
14:06
14:06
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14:06
Withum partner Brian Lovett, CPA, CGMA, J.D., is the guest on this week's episode of the Journal of Accountancy podcast. Lovett is scheduled to speak at the AICPA Construction & Real Estate Conference in December on industry-specific impacts of new tax provisions in H.R. 1, P.L. 119-21, commonly known as the One Big Beautiful Bill Act. He joined th…
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3 types of difficult people — and how to work better with them
18:56
18:56
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Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of Difficult People: How to Spot Them and Quickly Improve Working Relationships — that professionals can employ to improve relationships on the job. Robinson, a speaker at UK & Ireland ENGAGE, explores the…
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Reflecting on AI's rise in accounting, looking to what comes next
19:01
19:01
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19:01
"You cannot avoid AI" — but you can and should continue to experiment with it. That's one key message from consultant and keynote speaker Pascal Finette, who returned to the JofA podcast to discuss how artificial intelligence (AI) adoption has grown and how the profession is dealing with rapid changes and uncertainty. The conversation revisits topi…
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AI, succession, the talent pipeline, and defining 'unapologetic' ambition
19:42
19:42
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19:42
This week's podcast guest is Kimberly Ellison-Taylor, CPA/CITP, CGMA, the CEO of KET Solutions and former AICPA and Association of International Certified Professional Accountants chair. Ellison-Taylor joined the show from the National Association of Corporate Directors 2025 Summit earlier this week, where AI was the main topic of conversation. Wha…
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Shutdown concerns, the quest for tax guidance, the future of IRS service
20:45
20:45
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20:45
Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday to provide context on the government shutdown and its effect on IRS services, along with discussion on other tax advocacy topics. The interview was conducted the day before the IRS announced that most of its operations were closed and that a plan…
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Car talk: M&A, AI and EVs changing the dealership landscape
20:16
20:16
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20:16
Jimmy Robinson, CPA, CGMA, the national chair of the AICPA Dealership Conference, and his co-presenter and co-worker Jesse Stopnitzky joined the JofA podcast to preview discussion points of their conference session later this month. Their expertise is industry-specific, but some of the topics are applicable to a broader audience. Robinson, a former…
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Professional liability risks related to Form 1065, CPA firm acquisitions
12:38
12:38
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12:38
Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In particular, Ference details some of the risks for CPA firms engaging in mergers and acquisitions, the subject of a recent two-part series. The articles discussed …
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'We're still the thinkers' — a reminder for tax pros in the AI era
23:05
23:05
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23:05
In her professional career, Annette Nellen, Esq., CPA, CGMA, cannot recall a time when there was more misinformation in the realm of taxes than today, as practitioners wade through H.R. 1, P.L. 119-21, commonly known as the One Big Beautiful Bill Act. She believes an overreliance on artificial intelligence tools in analyzing the budget law is one r…
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Strong storytelling helps speakers deliver 'medicine' without the aftertaste
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14:11
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Karim Ellis is the keynote speaker at the AICPA Governmental and Not-for-Profit Conference in October in Las Vegas. The early-bird registration deadline for the event is Friday. For Ellis, the qualities of a strong speaker are similar to the ones needed in a strong leader: empathy, preparedness, adaptability, and excellent storytelling skills. In t…
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Summing up economic sentiment and concerns about inflation and tariffs
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8:55
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8:55
Sentiment about the U.S. economy improved slightly — but not nearly enough to be considered a positive outlook — in the latest quarterly Business and Industry Economic Outlook Survey by the AICPA and CIMA. For a breakdown of the results, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Developm…
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Take a bold leap instead of a tentative step
20:26
20:26
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20:26
"Maybe I never will change the whole world. But every day, I can change my world." Those are the words of profession leader Lindsay Stevenson, CPA, CGMA. She's back on the JofA podcast, this time in person from her house in South Dakota. Stevenson discussed technology adoption, how her firm approaches remote work, and why keeping a journal at least…
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