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david spence: build a tax-free retirement | the concierge cpa

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explore the rising threat of national debt, future tax hikes, and how americans can prepare.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

more jackie meyer

spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”

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accountants turn negative amid tariffs, trade, uncertainty

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man holding umbrella while standing in stormy ocean

survey respondents aren’t shy about placing blame.

launch survey here

by 卡塔尔世界杯常规比赛时间 research

if you’re getting a little nervous about the general business environment, you’re not alone.

the 2025 卡塔尔世界杯常规比赛时间 busy season barometer has picked up a serious swing toward pessimism among the professionals who know the numbers.

more barometer: what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not. | more surveys & research
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before the inauguration, the outlook for the nation’s economy was moderately hunky-dory. almost 60 percent of respondents predicted the economy would get better over the next 12-18 months. only 26 percent figured it would get worse.

pessimism doubles

that was then. this is now. by the ides of march, 68 percent saw an economic downturn, and only 21 percent were optimistic. now, by the second week of april, 74 percent are hunkering in the pessimist camp. in fact, the share of those who fear things will get “much worse” has doubled from 14.5 to 29 percent.

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quantifying the value of an advisor

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two happy businessmen looking at digital tablet at desk in office

three p’s for helping investors make rational decisions.

by rory henry
the holistic guide to wealth management

malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.

more: subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
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hannah munro: leading change in vuca | accounting influencers

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“if you think change is hard, try not changing and see what happens.”

sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
by rory henry  – see today’s special offer

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accounting influencers
with rob brown

in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.

munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.

“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”

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