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stein smith: blockchain, ai, and the future of advisory | holistic guide to wealth management

firms that translate ai-driven data into clear insight will lead the next era of advisory. 

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

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

few people have been able to bridge the gap between emerging technology and the accounting profession the way dr. sean stein smith does. a cpa, researcher, forbes contributor, and professor at lehman college, stein smith serves on the advisory board of the wall street blockchain alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence. 

more rory henry and the holistic guide to wealth management

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more dr. sean stein smith | crypto tax planning – beyond the basics & what practitioners need to know going forward | dec. 11, 12:30 p.m. et | on-demand

“the whole blockchain conversation has moved from the back burner to the front [burner],” he says. “every major financial institution is entering the on-chain space.”

and cpas can no longer afford to ignore it.  

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charts & graphs

new 20-year low in college accounting graduates

but are trends already on the upswing again?

by 卡塔尔世界杯常规比赛时间

the pipeline of u.s. accounting graduates has fallen to its lowest level in roughly 20 years, capping a decade-long slide of about 17% in completions even as demand from public accounting firms remains strong, according to the latest release of a much-watched study.

in this report:
  • the tension between shrinking supply and resilient demand
  • bachelor’s degrees: from mid-2010s peak to current lows
  • master’s degrees: a steep 15% drop in the last academic year
  • cpa exam trends: the new baseline
  • potential turning point? new growth in enrollments

in addition, the cpa exam pipeline has thinned over the past 10 years, with new candidates and successful passers both down from earlier peaks, though 2023 saw a temporary surge tied to the rollout of the cpa evolution exam.

new research is also revealing that while auditors remain in steady supply, the tax profession is facing a severe and deepening talent drought.

and yet, new enrollment data point to a possible turning point, with accounting program enrollments up double digits in 2024–25 and firms signaling plans to keep hiring as many or more graduates in the year ahead.

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accounting arc

get ready before it gets busy: dec. 10 webinar with accounting arc

the “tax season readiness” webinar provides quick, practical strategies to help firms prepare for the hectic demands of the upcoming months.

click here to learn more and register

by 卡塔尔世界杯常规比赛时间

as tax professionals gear up for another challenging filing season, the center for accounting transformation and 卡塔尔世界杯常规比赛时间 research invite practitioners, firm owners, and it professionals to join a powerhouse panel for “tax season readiness: practical steps for a smoother busy season,” a 90-minute live webinar and accounting arc live event on dec. 10, 2025, from 2 to 3:30 p.m. et.

for more details or to register, visit cpa.click/taxready.

the session will feature the popular accounting arc trio—donny shimamoto, liz mason, and byron patrick—alongside special guest thought leaders dr. jackie meyer, cpa; rory henry; and katelyn hopson, who will bring fresh insights into tax efficiency, firm capacity, and modern advisory methods.

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outlook & analysis

how ai can change accounting hiring for the better

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

m&a will intensify, especially for midsized firms.

by carrie steffen
 the rosenberg survey

artificial intelligence will continue to reshape the daily work of cpas – transforming mundane tasks and enabling deeper advisory roles. many are wrestling with what this means for new grads who are hired into entry-level roles that historically have been learning opportunities. i do wonder about how we will accelerate skills development for high-value skills like fraud detection, strategic analysis and client interaction.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

my guess? we will begin to see a shift. traditionally accounting grads went to public accounting for a few years then left for private industry (for many reasons). but my prediction is we will begin to see a slow flip of that script.
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