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PODCAST

CPA Trendlines Podcasts

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

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All Episodes

31:09

Jan Lewis: Workforce Development Is the Next CPA...

CPA Trendlines Podcasts ·

2026/01/16

Training and growth—not just recruitment—will determine the profession’s future.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action.More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for

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90:46

OCR, Research Bots and Meeting Assistants: What...

CPA Trendlines Podcasts ·

2026/01/15

Firms use AI, planning, and “hope” to make tax season more manageable.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAs firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.MORE Accounting ARC: Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded:

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40:42

Kristi Epp and Amber Schrock: Firms that Listen Keep...

CPA Trendlines Podcasts ·

2026/01/14

Paychecks and perks are no longer enough for retention.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Kristi Epp, a tax partner, and Amber Schrock, an advisory partner and Las Vegas market leader at Frazier & Deeter, to explore how the accounting profession is evolving and what firm leaders can do to better support their people. Both guests share their career journeys and how they found long-term

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50:55

Blake Oliver: Build the Biz, Don't Run It | The...

CPA Trendlines Podcasts ·

2026/01/13

"They get a check every month, and they don’t have to do any work.”The DisruptorsWith Liz FarrBlake Oliver noticed a consistent pattern with firm owners. “The hardest part for them, it seems, just based on my conversations, is getting started and then building that initial team, creating that firm from scratch, going from zero to something is really, really, really difficult,” he explains. That “hardest part” echoes his own experience. MORE STREAMING:MORE STREAMING: Daiber: Use Succession

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35:21

Erika Wasserman: How to Have Better Conversations...

CPA Trendlines Podcasts ·

2026/01/12

Money conversations need structure, not spontaneity.By Rory Henry CFP®, BFA™For CPA TrendlinesMoney is one of the things that people think about most. Yet most people aren’t comfortable talking about it openly.In this episode of Holistic Guide to Wealth Management, I sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of "Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Money Mindset," to talk about why money

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10:51

How Smaller Firms Can Outsmart the Big Four on AI |...

CPA Trendlines Podcasts ·

2026/01/10

Agility, transparency, and judgment matter more than billion-dollar platforms.Accounting VoicesWith Rob BrownThe Big Four are spending billions on artificial intelligence, cutting thousands of jobs, and reshaping how accounting work gets done. That scale can feel intimidating—especially if you’re running or working inside a small or mid-tier firm.But here’s the counterintuitive truth explored in a recent episode of Accounting Voices:The Big Four aren’t winning because of their budgets

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36:38

Roman Kepczyk: Technology IS the New Business Model |...

CPA Trendlines Podcasts ·

2026/01/09

Firm leaders can no longer ignore this conversation.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesTechnology is no longer something CPA firms use to get work done. It’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued.That was the clear, unambiguous message from Roman Kepczyk, director of Firm Technology Strategy at Rightworks, during his recent appearance on Gear Up for Growth, hosted by Jean Caragher.Gear Up for Growth spotlights the best

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30:43

Return Season is the New Stress Test | ARC

CPA Trendlines Podcasts ·

2026/01/08

E-commerce growth forces firms to rethink accruals, margins, and sustainability.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationHoliday shopping has never been easier. With a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items with minimal friction. But behind that convenience lies a complicated accounting reality—one that came into sharp focus during a recent episode of

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47:34

Steve Blake and Owen Pryor: From a $550,000 Tax Bill...

CPA Trendlines Podcasts ·

2026/01/07

Integrated planning, not heroics, creates life-changing outcomes for clients.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhat 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 Owen Pryor and Steve Blake, managing and senior managing advisors at Evans May Advisory, the sister firm to Evans May Wealth Advisory. Their premise

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66:07

Erin Daiber: Succession Isn’t an Exit Plan—It’s a...

CPA Trendlines Podcasts ·

2026/01/06

Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways.The DisruptorsWith Liz FarrErin 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 is ready to take over. “Firms are not starting that conversation soon enough,” Daiber says.MORE STREAMING: Cannon: Busy Season is Self-Inflicted |

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32:53

Vardan Pogosian: The 831(b) Wake-Up Call: What...

CPA Trendlines Podcasts ·

2026/01/05

A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe 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 foundations and tax-planning implications of small captive insurance companies. The episode clarifies a strategy that many tax professionals find complex or

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53:09

Why Most CAS Practices Stall—and What the Successful...

CPA Trendlines Podcasts ·

2026/01/04

Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesClient Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different operating model, one that demands new roles, new systems, and a far higher level of internal transparency than traditional tax or audit practices ever

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13:10

AI Reveals Weak Firms Faster than it Helps Strong...

CPA Trendlines Podcasts ·

2026/01/03

The Big Four pull ahead by treating AI as a system, not a shortcut.Accounting VoicesWith Rob BrownArtificial 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 latest episode of Accounting Voices, the focus shifts past headlines and hype to examine what the Big Four are actually doing with AI—and why their

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36:13

AI Exposes Weak Business Models | Gear Up For Growth

CPA Trendlines Podcasts ·

2026/01/02

It accelerates advisory work, but only if firms rethink pricing and risk.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesOn 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 the way CPAs work.Higgins is blunt about the opportunity—and the risk. “AI and ChatGPT-type tools can become your advisory services assistant,” he

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51:53

Small Firms May Have the Biggest Advantage in 2026 | ARC

CPA Trendlines Podcasts ·

2026/01/01

Less legacy infrastructure could mean faster adoption and outsized opportunity.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn 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, and adjust what did not. Donny Shimamoto, CPA.CITP, CGMA — founder and managing director of IntrapriseTechKnowlogies and founder and inspiration

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46:16

Change Fails in Silence | MOVE Like This

CPA Trendlines Podcasts ·

2025/12/31

Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesOn 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 transformations stall—not because of strategy, but because of communication?With more than 30 years of experience in strategic communications and change

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61:28

Why Repeat Last Year’s Questions? | The Disruptors

CPA Trendlines Podcasts ·

2025/12/30

SALY isn’t useless—but it shouldn’t be lazy.The DisruptorsWith Liz FarrAudit 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 career as an auditor, he found himself doing exactly what generations before him had done: matching evidence to samples, racing against the clock, and

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20:12

Student Loans After OBBBA: What Advisors Need to Know...

CPA Trendlines Podcasts ·

2025/12/29

New repayment rules and borrowing caps are forcing a rethink of long-term planning.By Rory Henry CFP®, BFA™For CPA TrendlinesStudent 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 retirement—and retirees themselves—are increasingly carrying education debt, often on behalf of their children. For CPAs and financial advisors, student

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47:04

The Hidden Friction Killing CAS Profitability | It's...

CPA Trendlines Podcasts ·

2025/12/28

CAS success isn’t accidental. It’s engineered.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesClient 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 smarter—choices: who they serve, how they staff, how they price, and how they explain their value in a world obsessed with automation.MORE Penny

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18:19

The Job Crisis Is a Myth; the Job Remix Is Not |...

CPA Trendlines Podcasts ·

2025/12/27

Automation deletes tasks, then dares accountants to create new value on purpose.Accounting VoicesWith Rob BrownArtificial 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 assessment of what many professionals are already sensing, but few are saying out loud: AI is not coming for your job. It is coming for what your job

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