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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

2:38

Werner: Parking Perks That Pack a Tax Punch | Quick...

CPA Trendlines Podcasts ·

2025/08/23

Nonprofit employees face a new tax reality on fringe benefits.Quick Tax TipWith Art WernerCPE TodayFor years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. Businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while employees enjoyed the perk tax-free.Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA

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15:03

The Real Story Behind Accounting’s Return-to-Office...

CPA Trendlines Podcasts ·

2025/08/23

Firms blame culture and training, yet AI, real estate, and talent pressures tell a different tale.Accounting InfluencersWith Rob BrownThe push to bring accountants back to the office is gaining momentum, echoing trends at corporate giants like JPMorgan, Amazon, and Meta. While firms frame return-to-office (RTO) policies as a way to boost collaboration, mentorship, and culture, industry observers question whether the real motivations include cost control, talent reshaping, and even quiet

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30:33

Brian Lang: The Right Clients Matter More Than...

CPA Trendlines Podcasts ·

2025/08/22

Tough client calls, tax planning, and better leadership turned hard knocks into growth.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWhen Lang launched Upside CFO, he didn’t set out with a grand blueprint. “If we’re being honest, we started off with simple bookkeeping,” he says. Over time, his firm evolved into a multi-faceted practice offering fractional CFO services, tax planning, and even financial planning partnerships. Along the way, he admits to

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39:30

Kassi Rushing: Leadership Gaps, Not Motivation Gaps,...

CPA Trendlines Podcasts ·

2025/08/22

Developing “power skills” like trust and coaching are critical.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesEmployee experience is no longer optional; it’s a strategic imperative, says Kassi Rushing, CEO and owner of Kassi Rushing Consulting. Appearing on Gear Up for Growth—hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines—Rushing shares practical insights for firms aiming to attract and retain top talent.More Gear Up for Growth here. | More

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35:52

Jeremy Vokt: Why Bland & Associates Said “No” to...

CPA Trendlines Podcasts ·

2025/08/21

Employee ownership gave the firm a growth path on its own terms.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Jeremy Vokt, managing partner at Bland & Associates, discusses the firm’s journey to becoming Nebraska’s first ESOP-owned CPA firm. Vokt shares how Bland evolved from a small 17-person firm in 2006 to a thriving 130-person business today, thanks in part to its unique blend of traditional CPA services and specialized government

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46:26

Walking Violation: When Showing Your CPA Gets You in...

CPA Trendlines Podcasts ·

2025/08/21

State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationFor many CPAs, the three letters after their name are more than a credential—they’re a badge of honor. Yet, a new wave of regulatory challenges and firm structures is calling into question when, where, and even if CPAs are allowed to use the designation they worked so hard to

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1:47

Werner: When Ethics Trump Client Loyalty | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/08/20

Unreported income from prior years may trigger a Circular 230 compliance issue that forces you to end the relationship.Quick Tax TipWith Art WernerCPE TodayIn the latest Quick Tax Tip from CPA Trendlines, tax guru Art Werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income years after the fact.Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3, with CPA Steve Yoss, and

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/08/20

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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33:03

Nishaad Ruparel: PE With Purpose | Big 4 Transparency

CPA Trendlines Podcasts ·

2025/08/20

Equity pathways, training, and culture—not payouts—will determine which firms thrive in the P.E. era.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn an era when private equity’s arrival in public accounting has been met with suspicion, Nishaad Ruparel is reshaping the narrative. As president of Ascend, a $400+ million PE-backed platform that has quietly acquired or partnered with 17 accounting firms in just two years, Ruparel joins the Big 4 Transparency show to unpack what’s

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2:07

Yoss: Lock PDFs Like a Pro | Quick Tech Talk

CPA Trendlines Podcasts ·

2025/08/19

A password shorter than 15 characters makes your encryption practically meaningless.Quick Tech TalkWith Steve YossCPE TodayMost professionals know that PDF files are one of the most reliable ways to share contracts, reports, and sensitive documents. But here’s a question: are your PDFs truly secure—or just locked with a flimsy password that a hacker could break in minutes? MORE Steve Yoss here | MORE TECH Did you know you can set not one but two passwords on a PDF? One encrypts the

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56:39

Brolin: The W.I.N. Formula for Leadership | The...

CPA Trendlines Podcasts ·

2025/08/19

Double revenue with a smaller team and a healthier culture. The DisruptorsWith Liz FarrAfter 26 years in accounting, multiple gigs emceeing accounting conferences, and coaching a college softball team, Dawn Brolin knows a thing or two about leadership. “Empathy is, to me, the number one characteristic that a leader should follow,” she told Liz Farr in her second appearance on The Disruptors. CPA TRENDLINES CELEBRATES:The 100th Episode of The Disruptors MORE STREAMING: Gertrudes: How

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73:36

870 Pages, Simplified: Unpacking the Most Impactful...

CPA Trendlines Podcasts ·

2025/08/18

From business owners to high-net-worth individuals, OBBB affects every income tier—and tax advisors are urged to act now.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisions of the new law. The hosts emphasize that while the changes add complexity, they also create what Meyer calls “a once-in-a-generation opportunity

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/08/15

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/08/15

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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29:17

Karen Waga: Why Storytelling Drives Recruiting | Gear...

CPA Trendlines Podcasts ·

2025/08/15

Connect emotionally with top talent through real experiences.Sponsored by Small Office / Home Office Cyber Security Protection for Accountants. Learn more here Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, speaks with Karen Waga, chief marketing officer of WilkinGuttenplan CPAs & Advisors, about the firm’s award-winning recruiting campaign, which resonated

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59:07

From Audit Bags to TikTok Tags, Gen Z Talks Success |...

CPA Trendlines Podcasts ·

2025/08/14

In this episode of Student-led Conversations, accounting leaders and emerging pros share how staying open can change everything.Accounting ARCWith Arpan Grewal and Harshita MultaniCenter for Accounting TransformationIn an era where the definition of success is increasingly personal, a recent Student-led Conversations episode of the Accounting ARC podcast brought together two Gen Z hosts and two seasoned accounting leaders to unpack a deceptively simple question: What does “freedom to be”

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1:44

Werner: Private Foundations Under the Microscope |...

CPA Trendlines Podcasts ·

2025/08/13

Progressive tax changes could reshape the charitable giving landscape.Quick Tax TipWith Art WernerCPE TodayPrivate foundations may soon find themselves writing bigger checks to the IRS. In the latest Quick Tax Tip podcast, tax expert Art Werner explains a key provision of the OBBBA that increases the tax rate on net investment income for certain private foundations under section 4940(a).Click here for more Art Werner Catch more Art Werner, Wednesday, Sept. 3, for Tax Rumors, Episode 3,

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38:57

Dillon: A Sustainable, No-Debt Path to Firm Expansion...

CPA Trendlines Podcasts ·

2025/08/13

Acquisition isn’t assimilation—it’s alignment.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesOn the latest episode of The Big 4 Transparency Podcast, Marcus Dillon, founder and president of Dillon Business Advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. Having completed 15 M&A transactions, Dillon has quietly built a hybrid growth model that blends strategic purchasing with equally strategic

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2:10

Yoss: PDF Freedom; No Subscription Required | Quick...

CPA Trendlines Podcasts ·

2025/08/12

Free and powerful PDF tools are hiding in plain sight. Here’s how to find them.Quick Tech TalkWith Steve YossCPE TodayWhen you think about Portable Document Format (PDF) files, there’s a good chance Adobe Acrobat comes to mind first. But here’s something most people don’t realize: PDFs aren’t an Adobe-owned format anymore—they’re an ISO standard for digital paper. That means anyone can use, create, and manage them without paying for an Adobe subscription.MORE Steve Yoss here | MORE

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70:50

How EOS and “Unreasonable Hospitality” Reshaped...

CPA Trendlines Podcasts ·

2025/08/12

Applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.The DisruptorsWith Liz FarrDan Gertrudes doesn’t consider himself an accountant, though he admits, “I’m pretty good at it. I’ve taught it at Brown University.” After more than a decade working in finance in large corporations, Gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or ETA, when he bought a firm in 2014 from a retiring

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