today's features

art werner: tax-savvy fringe benefits | quick tax tip

“pseudo compensation” can reduce taxable income and optimize client outcomes.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

quick tax tip
with art werner
cpe today

in this episode of quick tax tip, tax planning authority art werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.

click here for more art werner

“what are we really trying to accomplish?” werner asks. “we’re trying to create what i call pseudo compensation—benefits that meet a client’s needs and reduce, or even eliminate, taxes.”

read more →

burn the boats: the partnership model is dead | accounting influencers

accounting firms must pivot to ceo-led structures or risk falling behind in the age of private equity and tech transformation.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

in a bold new episode of the accounting influencers podcast, host rob brown declares that the traditional partnership model in accounting is no longer fit for purpose. instead, he argues, the future belongs to firms that adopt ceo-led corporate structures, embrace private equity, champion technology, and develop strategic leadership pipelines.

“the partnership model is dead, and here’s why you should care,” says brown. “it’s holding firms back from faster decision-making, innovation, and the ability to scale.”

the episode takes a direct and urgent tone. it’s a call to action for partners, rising leaders, and firm influencers to rethink how firms operate—and how they themselves can gain influence.

read more →

keep ownership percentage out of partnership agreements

man writing in notebook

twelve best practices for compensation committees.

by marc rosenberg
the rosenberg practice management library

“if you like a person, you say, ‘let’s go into business together.’ humans are a social animal after all, but such partnerships are fraught with danger.” – brian tracy

buying a family home is one of the the biggest investments most people make in their lives. and because most of us are not real estate experts, we protect ourselves by engaging an attorney to ensure that the purchase is handled correctly. we don’t hesitate for a moment to invest a nominal amount of attorney fees to hire an expert.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

protecting your business

being a partner in a cpa firm should be no different. think about it. based on data from a recent rosenberg map survey, here is a rough idea of the value of a partner’s ownership in a $10 million firm:
read more →

paul dunn: from standard, to stand out, to stand for | the disruptors

this milestone episode proves that accountants can change lives—and legacies—every single day.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss

the disruptors
with liz farr

in its milestone 100th episode, the disruptors features paul dunn, a four-time tedx speaker, accounting innovator, and co-founder of the global giving platform b1g1. a true visionary, dunn has spent decades redefining what it means to be an accountant, and his message to the profession is as bold and inspiring as ever.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competitionira rosenbloom: m&a numbers are easy – culture fit is hardroman villard: ditch the suit & shinemonique swansen: align firm values with servicestina mcgill: how to create lasting client impactstefan van duyvendijk: develop operational mindsetsteve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur?beth whitworth: focus on outcomes not hours |mike sylvester: learn to say nosalim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“if you’re in a sea of sameness, you’re not serving anyone,” dunn tells host liz farr. “we need to move from ‘standard’ to ‘stand out’ because we ‘stand for’ something that is bigger than ourselves.” that “something bigger” is impact.

read more →

challenges that new leaders face

young man facing image of himself

bonus: rate your personal purpose.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style. the need for commitment is showcased below and was repeated many times in various different ways.

so many use us as a stepping stone and we’re now trying to determine who those are at the interview stage.

more by martin bissett
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

proof – if any were needed – that long-term commitment is not a given in the next generation of accounting professionals.

one question we ask is: would we want to pass our firm on to someone like this?
read more →

‘the disruptors’ hits 100th episode, streaming innovation in accounting

bringing accountants new strategies, fresh perspectives, and the courage to challenge the status quo.

by 卡塔尔世界杯常规比赛时间

卡塔尔世界杯常规比赛时间 research is celebrating a major milestone of the disruptors, hosted by liz farr, cpa, which has become a must-listen for accounting professionals eager to challenge the status quo and shape the profession’s future.

more: disruptorsmore streaming podcasts and videos: jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

farr, a special contributor to 卡塔尔世界杯常规比赛时间 research, brings a rare blend of insider insight and bold curiosity to the mic. with a biochemistry, linguistics, and accounting background, she draws on a uniquely interdisciplinary lens to explore how tax, audit, and advisory professionals can adapt to changing technologies, business models, and workplace cultures.

read more →

two questions to ask about audit tech tools

hand pointing to gantt chart

don’t limit your choices to those developed for accounting.

by alan anderson, cpa
transforming audit for the future

for years, as i’ve been visiting firms all across the country, i’ve asked them, “do you honestly feel that you’ve achieved a substantial return on your investment of technology in the audit?” and they tell me, “well, we’re now at three monitors in the field.” i remind these firms that i haven’t asked about their use of computers and peripherals. every firm is using technology, but few evaluate the return on investment they’re getting.

more by alan anderson
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i’m a huge believer of embracing technology, but i think we need to think differently about how we use it. in my view, the current state is nothing but tremendous opportunity for all of you to learn what all these new tools, from mindbridge to inflo and everything new that we haven’t even conceived of yet, can do. they all accomplish an objective. it’s just a matter of figuring out which one you want to do, and go and dive in.
read more →

koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks in tax advisory | the concierge cpa

this holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

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

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa podcast, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

read more →

why the accounting move project is evolving to reach a broader audience

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

get benchmarking report: take the survey now

by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
read more →

ten organization services to provide | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

more listicles here
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
read more →

how to prepare your clients’ kids for their inheritance 

portrait of randy fox
fox
randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
read more →

gen ai in accounting: epic transformation, or overheated hype?

cornerstone report: artificial intelligence 2025

accountants embrace ai. via moss adams

by 卡塔尔世界杯常规比赛时间 research

more 卡塔尔世界杯常规比赛时间: cornerstone research reports
see the latest on artificial intelligence
more 卡塔尔世界杯常规比赛时间 ai: ai will steal your job and that’s a good thing | ai displacing more jobs in banking than other sectors | a.i. automation tools for tax, accounting, and finance professionals |  ai’s role in modern accountingai named the highest-paying in-demand tech skill for 2024chatgpt is getting humanlike memoryhow to use chatgpt to create imageshow to leverage chatgpt during this crazy tax season |

insights and implications

i. at a glance

  • impact: gauging the influence of generative ai on the accounting industry.
  • consequences: the new shape of accounting practices.
  • strategies: for accounting firms, regulatory bodies, and educational institutions.

read more →

panel: radical changes coming in pay and ai | accounting influencers

it’s time to abandon outdated models and rethink everything.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

the accounting profession is standing at a critical juncture. in a powerhouse panel for the accounting influencers podcast, three industry leaders—david osborne, ceo of conga and former caseware chief; tom hood, evp of business engagement and growth at the aicpa; and katie thomas, owner and founder of leaders online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

hood doesn’t mince words. “technology has always been the biggest driver of change in our profession,” he says, pointing to generative ai as both a threat and a massive opportunity. yet, he warns, “we’re hearing parents tell students not to go into accounting because it’s going away. i actually happen to think the exact opposite.”

read more →