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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

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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40:49

Dunn: Time's the Wrong Growth Metric | Gear Up For...

CPA Trendlines Podcasts ·

2025/12/26

Stop billing. Start thrilling.Gear Up for Growth With Jean CaragherFor 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 to lead with purpose, not punch clocks. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive

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38:45

Mark Gallegos: HR1 Is Signed; the Advisory Clock Is...

CPA Trendlines Podcasts ·

2025/12/24

Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhat 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 explore how a self-described “tax geek” became an eminence engine by teaching, writing, and speaking across the country while translating the new

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51:00

Brenda Cannon: Busy Season is Self-Inflicted | The...

CPA Trendlines Podcasts ·

2025/12/23

Exhaustion, chaos, and missed lives are the result of design choices—not destiny.The DisruptorsWith Liz FarrBrenda Cannon, co-founder of Cannon and Associates, has been pioneering a creative approach for taming tax season madness: every return is scheduled like an appointment. “We know how long it takes us to prepare a tax return. Why could we not control each week and the number of tax returns we prepare each week?” she recalls thinking after hearing Jason Staats introduce the concept on a

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33:57

Aleksander Dyo: It's Not a Loophole; It's a Missed...

CPA Trendlines Podcasts ·

2025/12/22

Charitable gift financing has been IRS-validated for decades, yet many still avoid it.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA podcast, host Dr. Jackie Meyer, CPA, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.The strategy is called charitable gift financing, and, according to Meyer’s guest, Aleksander Dyo, founder and managing director of Wealth Excel, it

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45:44

Grunt Work Is Dead | It's Not Just the Numbers

CPA Trendlines Podcasts ·

2025/12/21

...And accounting careers are better for it.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesFor decades, accounting careers followed a familiar script: grind through repetitive work, earn your stripes, and maybe—eventually—get to the interesting stuff.That script is officially broken.In this episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead tackled one of the most misunderstood shifts in the profession: how artificial

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17:07

The Dark Side of AI No Firm Can Ignore | Accounting...

CPA Trendlines Podcasts ·

2025/12/20

Trust remains the profession’s currency, even in an automated future.Accounting VoicesWith Rob BrownArtificial intelligence is transforming accounting at breakneck speed. It writes reports, summarizes research, drafts client communications, and accelerates analysis. But when AI gets it wrong, it does not whisper. It declares falsehoods with confidence.That is the warning at the center of a new episode of Accounting Voices, which pulls back the curtain on real-world AI failures that have

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41:03

AI's Already in Your Workflow...| It's Not Just the...

CPA Trendlines Podcasts ·

2025/12/19

The question is: Do you know what it’s doing?It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesArtificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. MORE Penny Breslin and Damien Greathead MORE Advisory & Consulting BUY "It's Not Just the Numbers" In the

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