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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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10:28

5 Ways to Stay Ahead of the AI Curve | Accounting...

CPA Trendlines Podcasts ·

2025/11/08

Automation isn’t replacing accountants—it’s exposing who can’t evolve.Accounting InfluencersWith Rob BrownArtificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt.“The robots are coming—scratch that—they’re already here,” says Accounting Influencers host Rob Brown. “AI literacy isn’t optional anymore. If you’re treating AI as tomorrow’s problem, you’re already behind the curve.”The latest episode

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25:08

Julie Barnes: Redefine Your Career from Within | Gear...

CPA Trendlines Podcasts ·

2025/11/07

Growth doesn’t always mean moving on—it can mean moving deeper.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. “I didn’t want to leave; I wanted to do something different. I wanted to be valuable to the

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41:05

Strategic AI, Not Shiny Objects | ARC

CPA Trendlines Podcasts ·

2025/11/06

Leaders tie AI to real workflows, not wish lists, and adoption follows. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. On the latest episode, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP,

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3:49

Bonus Depreciation Is Back | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/11/05

Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions.Quick Tax TipWith Art WernerCPE TodayIn the latest Quick Tax Tip episode, tax expert Art Werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation.“Under the Tax Cuts and Jobs Act, bonus depreciation started to phase down from 100% to zero,” Werner explains. “For 2025, it was set at 40%. But this new bill retroactively restores 100% bonus

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64:28

Ed Kless: Profit Is a Result. Flourishing Is the...

CPA Trendlines Podcasts ·

2025/11/04

In the age of AI, conversations, not calculations, will define the future of the profession.The DisruptorsWith Liz FarrEd Kless believes accountants can do much more than monitor the numbers. Together with Ron Baker, their latest venture, Threshold, is a community that aims to support professionals in facilitating transformations in their customers. As Kless explains, transformations occur when someone makes lasting changes in one or more of the domains of human flourishing. MORE

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20:12

Alex Bottom and Ryan Galiotto: Parents, Retirees, and...

CPA Trendlines Podcasts ·

2025/11/03

A new generation of borrowers is emerging—and advisors need to be ready to serve them.By Rory Henry CFP®, BFA™For CPA TrendlinesStudent loan debt is not just a problem for young professionals anymore. It is a challenge that increasingly touches families, near-retirees, and even retirees. With more than $1.8 trillion in federal student loan debt across 42.5 million borrowers, the issue is too significant for CPAs and financial advisors to overlook because more and more of their clients are

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12:18

Education Is Broken, but Accounting Leaders Can Fix...

CPA Trendlines Podcasts ·

2025/11/01

"The classroom is no longer a pipeline for work-ready professionals."Accounting InfluencersWith Rob BrownToday’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.They know their algebra, their Shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedback. That’s the provocative premise explored in the latest episode of Accounting Influencers

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/31

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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41:20

Bill Pirolli: You Can’t “Declare” Independence — You...

CPA Trendlines Podcasts ·

2025/10/31

Firms that want to stay independent must transform how they operate, lead, and plan for succession..Gear Up for GrowthWith Jean CaragherFor CPA Trendlines “The problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains William “Bill” Pirolli, executive vice president of firm services at Succession Institute, LLC, on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “It has to happen all

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/30

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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48:01

Don’t Get Fired by Your Own Automation | ARC

CPA Trendlines Podcasts ·

2025/10/30

“Waiting this one out is not an option. The rate of change is too fast.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. That is the consensus of Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, who devote the latest Accounting ARC to reframing AI as an accelerant for

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/29

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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32:52

Katherine Studley: Navigating the Niche of Adult...

CPA Trendlines Podcasts ·

2025/10/29

"You can write off lingerie?" Learn how one accountant built a judgment-free firm for the adult industry. Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhen Katherine Studley posted a short TikTok in 2021 with the line “Boobs aren’t a write-off,” she wasn’t trying to build a firm - she was trying to prove a point. Now, the founder of The Only Consultant and Prisma Tax is one of the most in-demand accountants for adult industry professionals across North America, having helped

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/28

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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45:55

Alan Whitman: From Silos to Synergy - Rebuild Culture...

CPA Trendlines Podcasts ·

2025/10/28

Language, collaboration, and leadership training turned competition into cohesion.The DisruptorsWith Liz FarrWhen Alan Whitman became Baker Tilly's CEO, he was caught between two warring camps. On one side were the legacy partners who had built the organization and “wanted to continue doing things the way that we’ve always done them because we’ve been so successful.” That side was afraid of “losing what they had built.” In the other camp were the new partners who wanted to change “to what

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/27

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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53:30

Sarah Elliott: Embrace the 'Dimension of Possible' |...

CPA Trendlines Podcasts ·

2025/10/27

The profession's newest partners may be the most vulnerable.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesMOVE Like This host Bonnie Buol Ruszczyk sits down with Sarah Elliott, CPA, co-founder of Intend2Lead, to unpack what conscious leadership looks like in accounting—and why the profession’s newest partners may be the most vulnerable leaders in the firm.Elliott, a former audit partner who left public accounting in 2014 to become an executive coach, argues that real change

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10:59

Toxic Partners Kill Your Firm’s Future | Accounting...

CPA Trendlines Podcasts ·

2025/10/25

Gen Z won't fix your firm culture problem - they'll leave it.Accounting InfluencersWith Rob BrownWhen the youngest professionals in accounting start saying “no,” leaders should start listening.In this episode of Accounting Influencers, the conversation turns to the one thing that could make or break your firm’s future: how you treat your people, specifically, how you treat Gen Z.They’re qualified. They’re confident. And they’ve watched what the generations before them endured—burnout, long

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/25

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/24

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

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