video

waga: storytelling drives recruiting | gear up for growth

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connect to top talent with real experiences.

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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 the latest episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, jean caragher, president of capstone marketing, speaks with karen waga, chief marketing officer of wilkinguttenplan cpas & advisors, about the firm’s award-winning recruiting campaign, which resonated deeply with job seekers, employees, and peers across the profession.

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 卡塔尔世界杯常规比赛时间 videos and podcasts here

waga says the campaign was built entirely on real employee experiences and candid storytelling, leveraging the firm’s flexible, people-first culture. the campaign offered a compelling and authentic view of life at wilkinguttenplan from summer fridays to paternity leave and personal caregiving.

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werner: when ethics trump client loyalty | quick tax tip

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unreported income from prior years may trigger a circular 230 compliance issue that forces you to end the relationship.

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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quick tax tip
with art werner
cpe today

in the latest quick tax tip from 卡塔尔世界杯常规比赛时间, tax guru art werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income years after the fact.

click here for more art werner

catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.

it begins innocently enough. a client brings in a form 1099-k — perhaps for the first time — showing payments received through online sales platforms. the conversation reveals that this “new” activity isn’t new at all. the client has been running an internet-based side business for years, but never disclosed it to their preparer.

“now you have a circular 230 problem,” werner warns.

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yoss: lock pdfs like a pro | quick tech talk

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a password shorter than 15 characters makes your encryption practically meaningless.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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quick tech talk
with steve yoss
cpe today

most professionals know that pdf files are one of the most reliable ways to share contracts, reports, and sensitive documents. but here’s a question: are your pdfs truly secure—or just locked with a flimsy password that a hacker could break in minutes?

more steve yoss here | more tech

did you know you can set not one but two passwords on a pdf? one encrypts the document, preventing unauthorized access, while another restricts editing or modification. together, these measures give you control over who can read and who can alter your files.

modern versions of adobe acrobat use 256-bit aes encryption—a powerful safeguard. but here’s the catch: the encryption is only as strong as the password you choose. a short, simple password is like putting a state-of-the-art lock on your front door but leaving the key under the mat.

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870 pages, simplified | the concierge cpa

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obbb affects every income tier—and tax advisors are urged to act now.

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

in the latest episode of the concierge cpa, jackie meyer, a nationally recognized tax strategist, and dave lukas, ceo of taxplaniq, walk through the most significant provisions of the new law. the hosts emphasize that while the changes add complexity, they also create what meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”

more jackie meyer

one of the biggest wins for business owners is the permanent return of 100% bonus depreciation. companies can immediately expense the full cost of qualifying assets—including used property—placed in service after jan. 19, 2025. “timing matters more than ever,” meyer stresses, urging cpas to model scenarios carefully to avoid unintended consequences with qualified business income (qbi) deductions.

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may: build a cas-fueled powerhouse | big 4 transparency

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“cas gets stronger as tech gets better. the market’s expanding, not shrinking.” 

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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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

in this episode of big 4 transparency, matthew may, former co-founder of acuity and now cas leader at sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. speaking with host dominic piscopo, may details how acuity, alongside other firms, became part of a growing national platform backed by dfw capital, and why he believes client accounting services (cas) will soon eclipse audit. 

more dominic piscopo | more pay & compensation | more cas

the seeds of the sorren platform were planted in a bdo alliance roundtable where six firms fantasized about joining forces. that vision crystallized when dfw capital, with a thesis to invest $100m in the space, entered the picture. from there, may and his partners at acuity ran a rigorous process, engaging investment bankers to evaluate 250 potential paths, leading to 11 indications of interest (iois), seven in-person meetings, and five formal offers. the decision to join sorren wasn’t about cashing out – it was about autonomy, cultural fit, and the chance to help shape a future-focused firm from the ground up. 

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