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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

11:55

Would You Fire Your Firm as a Client? | Accounting...

CPA Trendlines Podcasts ·

2026/10/03

Technology, consolidation, and changing expectations expose weaknesses in business strategies.Accounting VoicesWith Rob BrownAccountants help clients plan for growth, manage risk, and prepare for uncertainty. But what happens when they turn that same scrutiny on their own firms?The answers may be uncomfortable.In this episode of Accounting Voices, reflections from 48 interviews conducted in late 2025 reveal a recurring concern: The profession’s ability to solve other people’s business

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41:35

How to Survive Tax Season Without Burning Out Your...

CPA Trendlines Podcasts ·

2026/10/02

The expectation that tax preparation can happen instantly is creating real pressure.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesTax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn't the tax code.The culprit wasn't client volume or staffing shortages. It was prioritization and communication, specifically, the gap between

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47:43

Who's Qualified to Advise? | ARC

CPA Trendlines Podcasts ·

2026/10/01

ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise.Accounting ARCWith Liz Mason, Donny Shimamoto, and Byron PatrickCenter for Accounting TransformationA business owner asks for financial reports. A bookkeeper delivers them. For years, the arrangement appears to work — until another accountant examines the numbers and discovers that the reports do not add up.The owner receives exactly what he requests. What he misses is someone qualified

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39:37

Randy Crabtree: What if Vulnerability's What Leaders...

CPA Trendlines Podcasts ·

2026/09/30

When leaders admit they don’t have all the answers, they create room for others to contribute.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchRandy Crabtree founded an accounting firm, then came to a difficult realization: Being its founder didn’t make him the right person to lead it. His decision to step aside as managing partner of Tri-Merit opens a bigger conversation about what happens when leaders admit they don’t have all the answers.On MOVE Like This, Crabtree joins

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55:03

Logan Graf: Build a Modern Accounting Business, Not a...

CPA Trendlines Podcasts ·

2026/09/29

"People don't want to work themselves to death for a third of the year."The DisruptorsWith Liz FarrFor CPA TrendlinesLogan Graf, owner of The Graf Tax Co and founder of the Counter community, is proof that there’s a better way to run a tax firm. Last tax season, after restructuring, hiring a manager, and implementing a tax scheduling system, neither he nor his manager worked more than 40 hours a week. He believes accounting firms should operate like modern businesses. “We don't have to look

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40:01

Jaimie Nichols: She Left Firm Life. Two Years Later,...

CPA Trendlines Podcasts ·

2026/09/28

"I make more money now, but more importantly, I'm not miserable."Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesJaimie Nichols expected her accounting practice to grow faster. Two years after leaving firm life, she is glad it didn’t.Nichols started the practice around the time she learned she was going to become a mother. Now, she tells host Dominic Piscopo on The Big 4 Transparency that she has earned more than she did at her former job while spending far more time with her

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40:19

“Set It and Forget It” Is Not an AI Strategy | It's...

CPA Trendlines Podcasts ·

2026/09/27

Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesAI is everywhere in accounting right now.It's in your inbox, on the Super Bowl, and probably inside at least one tool your firm uses for tax prep. But there's a conversation happening inside serious accounting firms, the ones processing thousands of returns, managing global teams, and serving clients

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13:48

When Accounting Changes Faster Than Your Career Plan...

CPA Trendlines Podcasts ·

2026/09/26

The profession isn't slowing down, but accountants can build clarity, visibility, and career capital to move forward with greater control.Accounting VoicesWith Rob BrownAccountants have spent years preparing for demanding work. Far fewer are prepared for what happens when the nature of that work changes almost overnight.Artificial intelligence, private equity, mergers, leadership changes, shifting client expectations, regulatory pressures, and persistent talent shortages are reshaping

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41:21

Kassi Rushing: Firms that Move First Will Shape...

CPA Trendlines Podcasts ·

2026/09/25

AI, talent development, pricing, and advisory services demand action now — even when leaders do not have all the answers.Gear Up for Growthwith Jean Caragherfor CPA TrendlinesThe accounting profession has no shortage of predictions about its future. But RISE2040 is designed to be something different: a future shaped by the profession itself and a practical framework for deciding what to do next.In this episode of Gear Up for Growth, host Jean Caragher, president of Capstone Marketing,

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35:45

Stop Waiting for the Perfect Time to Get Involved | ARC

CPA Trendlines Podcasts ·

2026/09/24

Even a small volunteer commitment can deliver lasting professional and personal returns.Accounting ARCWith Donny Shimamoto and Byron PatrickCenter for Accounting TransformationA single meeting changed the trajectory of Byron Patrick’s career.Early in his career, the owner of Patrick’s firm, who was serving as chair of the Maryland Association of CPAs, invited him to come along to a meeting. Patrick found himself in a room with established leaders discussing the future of the profession.“I

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25:32

Blake Christian: Why CPAs, Family Offices, &...

CPA Trendlines Podcasts ·

2026/09/23

Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.The Holistic Guide to Wealth ManagementWith Rory Henry, CFP®, BFA™A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs act to encourage long-term investment into economically distressed communities through tax incentives. The first phase of the OZ program expires at the end of 2026, but Blake Christian, CPA, says the program

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79:36

Rachel Anevski: Your Next Leader Will Not Develop by...

CPA Trendlines Podcasts ·

2026/09/22

Replace informal succession practices with trained mentors and measurable opportunities for growth.The DisruptorsWith Liz FarrFor CPA TrendlinesFor decades, accounting teams have assumed future leaders would emerge through the normal progression of the ranks. The best seniors would become managers, and the best managers would become partners, ready to step into the shoes of retiring leaders.According to Rachel Anevski, that approach is no longer sustainable.Anevski, president and CEO of

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41:04

Michael Hoover: Growth Without Discipline Comes at a...

CPA Trendlines Podcasts ·

2026/09/21

Disciplined choices, talent investment, and cultural alignment matter more than chasing every opportunity.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesAs private equity reshapes the accounting profession, Bennett Thrasher is making a different kind of bet. The top 100 firm intends to remain independent.Michael Hoover, Bennett Thrasher’s chief growth and strategy officer, joins host Dominic Piscopo on The Big 4 Transparency Podcast to explain why the firm considers independence

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15:50

Your Org Just Announced a Major Change. Now What? |...

CPA Trendlines Podcasts ·

2026/09/19

Protect your credibility and career options by responding with calm, connection, and purpose.Accounting VoicesWith Rob BrownAn email arrives. A town hall appears on the calendar. Leaders begin using words such as “merger,” “sale,” “new ownership,” “restructuring,” or “strategic reset.”Suddenly, the change that once felt theoretical becomes personal.For accounting professionals, these announcements can trigger immediate questions about job security, leadership, culture, client relationships,

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41:15

Calvin Harris: The Future of Accounting Belongs to...

CPA Trendlines Podcasts ·

2026/09/18

Accounting teams should be intentionally designed around technology, outsourcing, and evolving organizational structures Gear Up for Growthwith Jean Caragherfor CPA Trendlines“We're at a time where we have multiple generational changes happening all at the same time," says Calvin Harris Jr., CEO of the New York State Society of CPAs, during a recent episode of Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing, and powered by CPA Trendlines.According to Harris,

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34:13

Tony Wilson: Career Options CPAs May Be Overlooking |...

CPA Trendlines Podcasts ·

2026/09/17

Extraordinary opportunities lie ahead for those who combine accounting knowledge with curiosity, judgment, and business insight.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationAccounting students often feel pressure to choose the perfect career path before they have taken their first professional step. Tony Wilson, CPA, CMA, offers a more forgiving — and practical — approach: Choose a direction, start moving, and learn along the way.“Sometimes, just choose the

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38:50

Donny Shimamoto: Build Careers That Bend, Not Break |...

CPA Trendlines Podcasts ·

2026/09/16

Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchWhen caregiving responsibilities collide with work, even the most committed professionals can find themselves questioning whether their careers are still sustainable.In this episode of MOVE Like This, Donny Shimamoto, CPA.CITP, CGMA, managing director of IntrapriseTechKnowlogies and inspiration architect at the

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75:15

Kenji Kuramoto: AI Agents Are Coming for SALY — and...

CPA Trendlines Podcasts ·

2026/09/15

Intelligent agents will reshape accounting workflows, pricing models, employee development, and the value firms deliver to clients.The DisruptorsWith Liz FarrFor CPA TrendlinesKenji Kuramoto says accounting firms will be changing how they work — and even who does the work.“The future of accounting firms,” Kuramoto says, “is going to be made up of a workforce that has two components. It’ll have people and agents.”His current company, Basis, where he serves as managing partner in residence,

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46:17

Jason Ackerman: The Roth IRA Mistakes That Can Cost...

CPA Trendlines Podcasts ·

2026/09/14

The strategy may be simple, but the execution is not.The Concierge CPAWith Jackie MeyerIn this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circulating online. MORE Jackie Meyer | MORE CPA Trendlines Streaming Network Roth IRAs can provide tax-free growth and qualified withdrawals, but eligibility rules, reporting requirements, and

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31:08

Can AI Finally Tame the K-1?

CPA Trendlines Podcasts ·

2026/09/10

K1x Is Betting $175 Million on It.Full show notes hereBy Seth FinebergFor CPA TrendlinesK1x is putting $175 million in new investment behind an expansion of its K-1 technology platform, with plans to accelerate product development, broaden its offerings and build a more standardized system for managing partnership tax data.MORE K1x: K1x Secures $175 Million for Private Markets AI Tax Tech | Private Market Tax Is Heading for a Collision | The 3-Part Framework Firms Are Using to Fix K-1 Chaos

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