The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Tax Practice Podcasts
Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with ener ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Pump Court Tax Chat brings you expert analysis of key, topical tax issues from the barristers from Pump Court Tax Chambers. Whether you are a tax professional, a solicitor, accountant or interested in tax law you are in the right place. As the UK’s leading tax chambers, our team of barristers dives deep into the latest tax news, key cases and important legislative updates. From the impact of major tax changes to practical advice for navigating HMRC enquiries, insights to keep you informed an ...
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Join tax attorneys Steve Moskowitz Liz Prehn for Practical Tax, a weekly podcast filled with tips and tricks for navigating taxes in the United States. Learn the laws, learn your rights, and file your taxes — practically.
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Unlock the full potential of your tax practice with Taxaroo's advanced suite of tools designed to streamline your workflow and amplify efficiency. From automated data entry to intelligent tax planning, Taxaroo empowers you to conquer tax complexities effortlessly. Revolutionize your practice with intuitive client collaboration features, ensuring seamless communication and file sharing. Stay ahead of regulatory changes with real-time updates, while robust security measures safeguard sensitive ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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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 unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Giving Dentists the knowledge and advice they need to expand their dental practice’s potential.
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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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 ...
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Interesting interviews with innkeepers and lodging experts, aimed to improve the challenging life of the independent innkeeper and lodging professional.
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Expert conversations on all the best ways to own & operate large-scale industrial facilities, commercial properties, office buildings, entertainment venues, and businesses in general.
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Welcome to my podcast. I’m a Canadian tax expert who has 30 years of experience at a specialist level dealing with Canada - US tax matters for the private client. I love the study of leadership. I’m passionate about entrepreneurship and how tax and economic policy impacts Canadian entrepreneurs and executives. This podcast will discuss topics relating to taxation, taxation policy, leadership, economics and the odd political comment as it relates to the previous topics.
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Your weekly dose of real-world business intelligence. No gurus, no fluff - just practical lessons from people who’ve built, scaled, failed, adapted, celebrated, and done it all again. We don’t admire success from afar - we dissect it, decode it, and deliver the lessons straight to you. Subscribe for weekly insights and free resources that strip away the jargon and deliver the real-world lessons you wish you'd got at business school.
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Welcome to Profits in Practice, the podcast where medicine meets money. I'm your host, Sarah Webb, Managing Director of Webb CFO and financial strategist for physicians. This show is all about breaking down the numbers, decoding the tax code, and helping doctors build lasting wealth, one episode at a time.
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Cross Border Tax Radio is a not-for-profit podcast. Our goal is simple: to kick off conversations on crucial international tax topics. Each episode features engaging discussions with leading experts in the field of international tax law. We explore the latest developments and delve into the unique stories of our guests. Our podcast is not just about sharing knowledge. We aim to create a space where tax professionals can connect, exchange ideas, and find inspiration. Available wherever you li ...
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Australia's podcast for tax advisors to high net worth individuals, wealthy family groups and private clients. Join me, Vincent Licciardi, for Tax 'n' Lunch.
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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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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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We know how challenging growing a therapy practice can be, and don’t think it should require an accounting degree just to run your business. If you own a solo or a group practice, we’re here to help you build a business that creates more time, makes more money and serves more people.
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Synergy Practices is a service being offered by Arminco inc. to dental practitioners. It provides project management, and practice management options. The podcast is designed to offer information in regards to dentistry, the process of building a practice, and requirements to run their practice.
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Tired of openings in your schedule? Marketing can be our least desired task but perhaps one of the most important ones. Join us for this episode of Practice Management Live as we share proven tips for building your client base.
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Dive into the world of law with 'Weekly Docket,' hosted by Silberman Law Firm's Phil Silberman. Get the latest on landmark cases, practical law, and a unique perspective on the legal landscape. Join us for a weekly exploration of law like you've never heard it before.
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Conversations with people working in and around today's dental industry. Exploring new and exciting topics as we work to grow and succeed.
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The Church Advisory Podcast by Chaney & Associates empowers church leaders to steward their resources well with actionable insights on finance, administration, and strategy. As trusted ministry advisors, we’ve partnered with hundreds of churches—of all sizes—for over 23 years, providing expert guidance on everything from creating budgets to navigating housing allowances. Now, we’re sharing that expertise with pastors and church leaders everywhere through this podcast, equipping you to manage ...
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How do I create multiple streams of income? How do I invest in real estate? In the Passive Income MD podcast, Peter Kim, MD, shares proven strategies and tactics to answer these questions to create your ideal life.
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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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Whether you are in a private practice, employed by a hospital or corporate business, the financial matters, tax planning, employee management, and health-care compliance have become monumental tasks and concerns. The Business Management Show’s objective is provide you with information that will help you manage your business and lead your team so that you can better care for your patients and your family. The insight of the industry experts on this show will bring practical, indispensable, in ...
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This is a series of podcasts which will look at the relationship between politics and law, and how issues can affect our clients.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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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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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26725
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare pro ...
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"The Art of Medicine with Dr. Andrew Wilner" explores the arts, business and clinical aspects of the practice of medicine. Guests range from a CPA who specializes in helping locum tenens physicians file their taxes to a Rabbi who shares secrets about spiritual healing. The site features physician authors such as Debra Blaine, Michael Weisberg, and Tammy Euliano, and many other fascinating guests.
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Alexis Hyde and Erika Wong interview people from every facet of the Art World, from artists and gallerists to reporters and lawyers to educators and tax experts, to give you a more complete view of how vast and nuanced the Art World is.
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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
102100
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don't talk about are accounting skills. You already have those. What we do is give you business skills.
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Answer the question all attorneys get asked, "What Type of Law Do You Practice?" We will have weekly podcasts addressing any and all types of law brought to you by Texas Young Lawyers that actually practice in that area.
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Tax-Free Employee Benefits Part 3: Transportation, Moving, Retirement Planning & Athletic Facilities
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Jeremy concludes the three-part series by examining the remaining four fringe benefits from IRC Section 132—qualified transportation, moving expense reimbursements, retirement planning services, and military base realignment benefits—many of which have been significantly limited by recent tax legislation. He also covers achievement awards, athletic…
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Sometimes paying taxes is actually a good sign—your practice made a profit. But too many healthcare owners fall into “write-off mode” and make expensive moves that destroy cash flow (hello, “buy a truck in December”). In this episode, Eric Miller sits down with Julie Herres (Founder/CEO, GreenOak Accounting) to break down tax planning for healthcar…
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S2 Ep2: Judicial review in tax cases procedure substance and practical impact
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David Ewart KC and Laura Ruxandu look at judicial review in relation to tax cases from a procedural as well as substantive perspective. when you can bring judicial review in a tax case. what to do if you have alternative remedies. the jurisdiction of the administrative court. procedure for judicial review. 1: 13 The three broad areas in which you c…
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How ACA Tax Credit Expiration Could Hit Therapy Practices And What To Do Next
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Clients may face doubled marketplace premiums, which could cut coverage, increase out-of-pocket costs, and reduce session frequency. We map concrete steps to protect revenue, support clients, and diversify leads while staying grounded and focused on care. Meet with one of our coaches *Intro/outro song credit: King Around Here by Alex Grohl…
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Why That $350K Practice Isn't Worth What You Think
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Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of …
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Getting Paid on Time: Practical Steps to Protect Your Cashflow
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Why Getting Paid on Time Matters Late payments don’t just cause frustration — they damage your cashflow, restrict growth, and can force unnecessary borrowing. By tightening up your payment processes, you protect your business and create healthier financial habits. Clear Terms Make a Big Difference Before any work begins, agree on: Payment terms in …
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#724: Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career
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On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down tax planning strategies for dentists at every career stage, from early associates to practice owners nearing retirement. They explain how tax brackets and effective tax rates really work, why entity selection and timing matter, and the co…
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Peer Review, Workplace Violence, and Protecting Your Career with Dr. David Koronkiewicz
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Dr. David Koronkiewicz, a retired orthopedic surgeon and current leader in healthcare quality, safety, and risk management, joins the podcast to discuss two major issues affecting physicians today: the peer review system and workplace violence in healthcare. Drawing from more than 30 years in clinical practice and extensive experience in administra…
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Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
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Integrated planning, not heroics, creates life-changing outcomes for clients. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with …
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We share a four-part, no-numbers plan to set direction for the year: pick a unifying theme, track clients served instead of dollars, block time for life buckets, and choose one skill or investment to grow. The goal is a people-first practice that stays profitable because systems and service make it inevitable. Meet with one of our coaches *Intro/ou…
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Ep. 30 - Capital equipment upgrades, preventative maintenance, and ongoing operational improvements w/ Derek Rinaldo
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Despite being prematurely derailed by technical difficulties, this was another great conversation between Jared Wall and his guest, Derek Rinaldo. Derek is a very accomplished and impressive professional in the industrial world with a wide array of experiences and expertise. In this conversation, Derek delves into his work as someone who's been dir…
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Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
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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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S7 E01 - New Year, New Goals with Infection Control with Angela Duncan of Pure Consulting Dental
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Send us a text Guest: Angela Duncan LinkedIn: https://www.linkedin.com/in/angela-duncan-01b666230/ Company: Pure Consulting Dental Website: https://www.pureconsultingdental.ca/ Instagram: http://instagram.com/ Facebook: http://facebook.com/squarespace YouTube: http://youtube.com/squarespace Bob Piercy - host - phone - 780-965-2232 - email - co.trav…
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$95 Million Missing—and Still a Clean Audit?
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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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#297 Gradual Retirement: Finding Your Happy Place Without Walking Away From Medicine
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In this episode, Dr. Peter Kim challenges the idea that physicians want to retire early or walk away from medicine altogether. He explores why most doctors are really seeking more control over their time, not an end to their careers. If you want to scale back sustainably without losing your identity or sense of purpose, this episode offers a refres…
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Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
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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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Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
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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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Traditional and Homeopathic Eye Care with Edward Kondrot, MD, DHt
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Dr. Wilner would love your feedback! Click here to send a text! Thanks! Many thanks to Edward Kondrot, MD, an ophthalmologic surgeon who also practices homeopathic medicine. He completed a traditional ophthalmologic residency in 1981 and is also a Doctor of Homeopathic Therapeutics (DHt). Dr. Kondrot also regularly performs medical mission work in …
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We all have habits in business. Some help us move forward, while others quietly hold us back. In this episode of the I Hate Numbers podcast, we explore four common bad business habits and, more importantly, what we can do to break them. These habits may feel helpful in the short term, especially when cash is tight or pressure is high. However, over…
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AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
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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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Texas’ New Eviction Laws & Ending the Squatter Crisis
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This week on the Weekly Docket, join Phil and Chris as they break down the major Texas eviction reforms taking effect January 1, 2026. Explore how Senate Bill 38 streamlines the legal process by barring unrelated tenant counterclaims and authorizes the use of email notices for the first time. They also provide an in-depth look at the brand-new summ…
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Bad Hiring Decisions? Here's Why Your Best People Leave
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Most practice owners hire in panic: plug the “hole in the boat” with a warm body… then wonder why people quit (or underperform) within 30 days. In this episode of the Financial Beast Podcast, Eric Miller sits down with HR expert, Lorianne Isaacson to break down the real reason practices can’t keep good staff: weak onboarding + zero codified trainin…
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AI Exposes Weak Business Models | Gear Up For Growth
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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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Helping clients plan for a new kind of retirement
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As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.You’ll hear from:Chi Teng Han…
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Small Firms May Have the Biggest Advantage in 2026 | ARC
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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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Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformatio…
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[REPLAY] Closing Clients: Consultations That Convert
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Our 2nd most downloaded episode in 2025 is all about closing more sales. We teach a consult process that turns sales into service, so you can book ideal clients without feeling pushy. Using the PrEPS framework, we show how to prepare, build trust, name the real problem, paint a better future, and confidently ask for the yes. Meet with one of our co…
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On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common…
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Why Repeat Last Year’s Questions? | The Disruptors
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SALY isn’t useless—but it shouldn’t be lazy. The Disruptors With Liz Farr Audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” According to Jin Chang, that’s not transformation. It’s inertia. Chang knows because he lived it. Early in his …
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This year on The CG Business Advisor, we welcomed an incredible lineup of guests who shared transformative insights on marketing, operations, finance, and leadership. As we look back, four conversations stand out for the actionable wisdom they delivered. Listen to clips from 4 great episodes featuring: Larry Bailen, Founder & CEO, Single Throw Mark…
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Navigate the One Big Beautiful Bill Act for Tax Season 2026
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This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal Tax Updates co-hosts Roger Harris and Annie Schwab for a focused look at the most impactful provisions and what they mean for your clients. They break down the latest IRS updates, hig…
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What Tax Pros Charge & the PE "Dumpster Fire"
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Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and t…
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In this episode, host Shawn Terrell discusses the SALT deduction within the One Big Beautiful Bill. Listen for insights into how the OBBBA impacts dentists planning their financial future post-clinical practice. --------------------------------- Episode Resource: https://tr.ee/zIM4M4 -------------------------------- Meet with Dentist Exit Planning …
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#296 Why More Money Isn't the Goal… Control Is
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In this episode, Dr. Peter Kim challenges one of the biggest assumptions in medicine, that more money will finally bring freedom. He unpacks why so many high-earning physicians still feel rushed, exhausted, and stuck, even when they've "done everything right." Peter introduces a powerful shift that reframes success around time, control, and choice …
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Student Loans After OBBBA: What Advisors Need to Know Now | Holistic Guide to Wealth Management
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New repayment rules and borrowing caps are forcing a rethink of long-term planning. By Rory Henry CFP®, BFA™ For CPA Trendlines Student loan debt has quietly outgrown its stereotype. What was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. Parents nearing retir…
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The Hidden Friction Killing CAS Profitability | It's Not Just the Numbers
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CAS success isn’t accidental. It’s engineered. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Advisory Services (CAS) continue to outperform every other service line in accounting. But firms that treat CAS as “enhanced bookkeeping” quickly hit a ceiling. The firms that scale profitably make harder—and sm…
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The Power of Procrastination: When Delaying Can Actually Help You
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Procrastination gets a bad reputation. However, in this episode of the I Hate Numbers podcast, we take a different view. We explore why procrastination happens, when it holds us back, and how it can sometimes support better thinking, creativity, and decision-making. Rethinking Procrastination We have all delayed important tasks, even when we know b…
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The Job Crisis Is a Myth; the Job Remix Is Not | Accounting Voices
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Automation deletes tasks, then dares accountants to create new value on purpose. Accounting Voices With Rob Brown Artificial intelligence is no longer a concept that accountants debate in panels or pilot projects. It is actively reshaping how firms hire, train, and define value. In this episode of Accounting Voices, host Rob Brown delivers a blunt …
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TX App Store Law Blocked, How LLMs Work & ChatGPT Confidentiality Risks
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Join Phil and Chris in Episode 102 of the ‘Weekly Docket’ as they break down a significant legal development regarding a judge blocking a Texas law designed to restrict minor access to app stores. The guys also discuss the various ways to secure money for buying a business and explain how Large Language Models (LLMs) really work. Finally, they disc…
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Dunn: Time's the Wrong Growth Metric | Gear Up For Growth
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Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a re-energizing episode of Gear Up for Growth, Paul Dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. The four-time TEDx speaker and cofounder of B1G1 challenges accounting leaders to rethink how success is measured and t…
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Tax-Free Employee Benefits Part 2: Company Vehicles, Cell Phones, and Office Snacks
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Jeremy continues his series on IRC Section 132 fringe benefits, focusing on working condition fringes and de minimis benefits—two categories that help employees be more productive or boost workplace morale. From company vehicle mileage tracking and employer-provided cell phones to why office snacks are excludable but gift cards never are, this epis…
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Asset Protection Essentials for Physicians with Attorney Bo Loeffler
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Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conversation begins with an overview of risk for physicians, from malpractice and employee claims to real estate liability and auto acc…
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Mark Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency
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Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to…
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[REPLAY] Stand Out in Your Therapy Market with Ann Carden
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Our top episode in 2025 was all about how therapists can move from generalist to go-to expert with a clear niche, strategic partnerships, and a hybrid visibility plan that drives premium private pay clients. Ann Carden explains the exact steps to position your practice, package outcomes, and scale without burning out. Book a call with Ann Cardin: A…
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