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CPA Trendlines Podcasts - 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 advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

News Finance Business News
Update frequency
every day
Average duration
33 minutes
Episodes
508
Years Active
2018 - 2025
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Go PRO: Get full sitewide access with today's best offer

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

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, strateg…
00:01:19  |   Thu 28 Aug 2025
CPA Firm Ownership Under Fire | ARC

CPA Firm Ownership Under Fire | ARC

As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Trans…
00:43:11  |   Thu 28 Aug 2025
Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip

Werner: The Hidden Tax Traps of OBBBA—and How to Avoid Them | Quick Tax Tip

The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared.Quick Tax TipWith Art WernerCPE TodayIn the aftermath of the newly enacted One Big Beautiful Bill Act (OBBBA), taxpa…
00:02:16  |   Wed 27 Aug 2025
Tim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency

Tim Petrey: Forget the Pyramid - Ditch Old Models for Good | Big 4 Transparency

“You can’t ask people to act like partners and then treat them like employees.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn an industry marked by incremental change and cautious tra…
00:53:13  |   Wed 27 Aug 2025
Yoss: From Invoice Reminders to Approvals—QBO Does It All | Quick Tech Talk

Yoss: From Invoice Reminders to Approvals—QBO Does It All | Quick Tech Talk

Automate common workflows, ensure accuracy, and free your time for higher-value work.Quick Tech TalkWith Steve YossCPE TodayFor years, QuickBooks Online (QBO) has been a go-to accounting platform for…
00:02:15  |   Tue 26 Aug 2025
Go PRO: Get full sitewide access with today's best offer

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

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, strateg…
00:01:19  |   Tue 26 Aug 2025
Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors

Ron Baker: Burnout Ends When Accounting Finds Its True Purpose | The Disruptors

CPAs can help guide four types of client transformation - and break through their own listlessness.The DisruptorsWith Liz FarrRon Baker has been pushing accountants to change how they think and how t…
01:25:21  |   Tue 26 Aug 2025
Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management

Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.By Rory Henry CFP®, BFA™For CPA TrendlinesOn the latest episode of The Holistic Guide to…
00:35:29  |   Mon 25 Aug 2025
Werner: Parking Perks That Pack a Tax Punch | Quick Tax Tip

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

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 f…
00:02:38  |   Sat 23 Aug 2025
The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers

The Real Story Behind Accounting’s Return-to-Office Push | Accounting Influencers

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 momen…
00:15:03  |   Sat 23 Aug 2025
Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers

Brian Lang: The Right Clients Matter More Than Revenue | It's Not Just the Numbers

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,…
00:30:33  |   Fri 22 Aug 2025
Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth

Kassi Rushing: Leadership Gaps, Not Motivation Gaps, Hold Firms Back | Gear Up For Growth

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…
00:39:30  |   Fri 22 Aug 2025
Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This

Jeremy Vokt: Why Bland & Associates Said “No” to Private Equity and “Yes” to ESOPs | MOVE Like This

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 & As…
00:35:52  |   Thu 21 Aug 2025
Walking Violation: When Showing Your CPA Gets You in Trouble | ARC

Walking Violation: When Showing Your CPA Gets You in Trouble | ARC

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 Accountin…
00:46:26  |   Thu 21 Aug 2025
Werner: When Ethics Trump Client Loyalty | Quick Tax Tip

Werner: When Ethics Trump Client Loyalty | Quick Tax Tip

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 Trendl…
00:01:47  |   Wed 20 Aug 2025
Go PRO: Get full sitewide access with today's best offer

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

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, strateg…
00:01:19  |   Wed 20 Aug 2025
Nishaad Ruparel: PE With Purpose | Big 4 Transparency

Nishaad Ruparel: PE With Purpose | Big 4 Transparency

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…
00:33:03  |   Wed 20 Aug 2025
Yoss: Lock PDFs Like a Pro | Quick Tech Talk

Yoss: Lock PDFs Like a Pro | Quick Tech Talk

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 …
00:02:07  |   Tue 19 Aug 2025
Brolin: The W.I.N. Formula for Leadership | The Disruptors

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

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 tea…
00:56:39  |   Tue 19 Aug 2025
870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPA

870 Pages, Simplified: Unpacking the Most Impactful OBBB Provisions | The Concierge CPA

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 T…
01:13:36  |   Mon 18 Aug 2025
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