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johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management

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technology streamlines the process, but strong communication builds the needed relationships.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

research shows that 93% of people want estate planning services from their financial advisor, but only 22% are actually getting that advice. as detailed in my new book, holistic guide to wealth management, for cpas, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next gen. 

more rory henry and the holistic guide to wealth management

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danny lohrfink, co-founder and chief product officer of estate planning software wealth.com, said estate planning has long been an antiquated profession that costs a lot of money, takes a great deal of time, and often delivers an outcome that is too complex for the client/family to understand. “these are the kinds of core problems that technology is meant to solve,” notes lohrfink, a contributor to my book. “how do you reduce the cost and amount of time spent doing things?”  

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change=hard. obsolescence=worse. | accounting influencers

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turn disruption into opportunity and lead with confidence.

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accounting influencers
with rob brown

as disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. in this episode of accounting influencers, host rob brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from ai and automation to evolving client expectations and a volatile talent marketplace.

“disruption isn’t coming. it’s already here,” brown says. “those who don’t make the shift in time are going to get left behind—plain and simple.”

the show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. leaders can no longer afford to rely solely on technical skills. today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.

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build a cas practice that works | it’s not just the numbers

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the debut episode reveals why half-built cas divisions fail and what to do instead – plus 12 key takeaways! 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

in the inaugural episode of it’s not just the numbers, hosts penny breslin and damien greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful client accounting and advisory services (cas) practices.

more penny breslin and damien greathead
more advisory & consulting
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the duo, who have worked together for over two decades, including hosting one of the first cas workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. and for breslin and greathead, the key message is clear: building a sustainable cas practice starts with intentionality.

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weiner: building a $300k biz to $1.3b national powerhouse | gear up for growth

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the longtime leader says the future belongs to those who build, evolve, and admit their mistakes.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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speak. fly. repeat: the jet-set life of leaders | arc

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find your voice and share it on stage. 

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by penny breslin and damien greathead. see today’s special offer

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accounting arc
with liz mason and donny shimamoto 
center for accounting transformation

forget the clichés of accountants buried in spreadsheets. today’s most innovative cpas are more likely to be found keynoting tech conferences, moderating panels on firm transformation, or networking at rooftop receptions in toronto, tokyo, or denver.

in this episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma, and liz mason, cpa, peel back the curtain on how speaking and travel are helping redefine the accounting profession. 

more accounting arc: students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

“i used to think the only reason cpas traveled was for audits,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation. “now, speaking has taken me to 35 states and across the globe.” 

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werner: no overtime tax from 25-28? | quick tax tip

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new tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.

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quick tax tip
with art werner
cpe today

during his campaign rallies, donald trump made repeated promises to eliminate taxes on overtime pay, and that promise has now been incorporated into legislative language. according to tax expert art werner, the proposed tax break is indeed included in the new tax bill, and it’s one of the few provisions that start early and end early.

click here for more art werner

“this is one of the parts of the bill that actually sunsets,” said werner in a recent episode of quick tax tip. “it goes from 2025 to 2028, unlike the rest of the bill, which largely begins in 2026.”

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yoss: fraud costs big—here’s how to prevent it | quick tech talk

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even small changes to internal controls can reduce the average $700k loss.

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quick tech talk
with steve yoss
cpe today

fraud isn’t just a nuisance—it’s a multimillion-dollar drain on businesses every year. according to the association of certified fraud examiners (acfe), organizations lose an estimated 5% of their annual revenue to fraud. that amounts to a staggering $4.7 trillion globally, based on the 2022 report to the nations.

more steve yoss here | more tech

in the latest episode of quick tech talk, technology educator and cpa steve yoss breaks down why fraud persists—and what financial professionals can do to stop it. from asset misappropriation to corruption to financial statement fraud, yoss explains the common red flags, the steep costs, and how improving your organization’s internal controls can yield major savings and a more ethical workplace culture.

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ruszczyk: listen to marketers & let them lead | capstone conversations

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differentiation, confidence, and connection can transform firms.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

bonnie buol ruszczyk, founder of bbr companies and one of the accounting profession’s most respected marketing strategists, joined jean caragher for a compelling episode of capstone conversations—this time as a newly inducted member of the association for accounting marketing hall of fame.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

ruszczyk, who was also named aam’s volunteer of the year in 2014 and has made accounting today’s top 100 and cpa practice advisor’s most powerful women in accounting lists, spoke candidly about how far marketing has come in accounting—and how far it still needs to go.

“accounting marketers bring a perspective to firm strategy that many partners don’t have,” she says. “it’s not just about brochures and branding—it’s about growth strategy, mergers, business development, and client alignment.”

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students challenge accounting’s traditional career path | arc

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emerging professionals and a gen x cfo explore mentorship, curiosity, and why success no longer wears a suit and tie.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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accounting arc
with byron patrick, liz mason, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

when you think of accounting, do you picture spreadsheets and number crunchers locked in back offices? think again.

in a special student-led edition of the accounting arc podcast, high school senior and center for accounting transformation intern arpan grewal joins college accounting student chayton farlee and seasoned professional nealy wheat, cae, sphr, for an energetic and thoughtful conversation about the changing face of accounting—and what it means to succeed today.

more accounting arc: true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

wheat, who serves as chief financial and administrative officer of the american society for nondestructive testing (asnt), shares hard-won career wisdom and personal stories to inspire the next generation. but this isn’t your typical “how i made it” narrative. instead, listeners are treated to an open dialogue about failure, growth, curiosity, and the power of building your network early.

“success is not a straight line,” wheat says. “it’s a lattice of opportunities, setbacks, and mentors.” read more →