special

van carlson: 831(b) risk strategies gain ground | the concierge cpa

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what once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.

this is a preview. the complete episode 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, where accounting pros go pro  – 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

the world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. in a recent episode of the concierge cpa, host dr. jackie meyer sits down with van carlson, founder and ceo of sra 831(b) admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.

more jackie meyer

at its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. but as carlson explains, “it’s not just about taxes—it’s about protecting your business from the risks no one else will cover.”

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what other tax pros want to know about you

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group of businesspeople hiding their faces behind question mark signs at office

what our busy season barometer didn’t ask (but should have).

by 卡塔尔世界杯常规比赛时间 research

the annual 卡塔尔世界杯常规比赛时间 busy season barometer is one of the most widely researched and respected surveys of trends at accounting firms across the nation.

more barometer: busy season barometer stats: who’s responding and how they’re doing | your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | 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.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as you know if you’re one of the hundreds of barometer respondents, the survey looks for a wide range of hard data and subjective opinions. among them:

  • how firms are handling the current tax season
  • what their chief concerns are
  • success metrics on client lists, revenues, profits and extensions

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annuities and insurance growing more attractive

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lau
 david lau is the founder and ceo of dpl financial partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, for registered investment advisors (rias) and individual investors.

plus four common misconceptions.

by david lau, founder and ceo of dpl financial partners, and 
ross mcgoodwin, regional vice president at dpl financial partners
the holistic guide to wealth management

after the stock market swooned (-22% s&p 500) and the majority of bond indices suffered double-digit losses in 2022, protection and income solutions are at the forefront of planning discussions. instead of these principal protection and income solutions being offered only by commission-based agents, however, now they can be offered by fiduciaries for planning discussions and appropriate implementation.

more: bridge the advice gap for better financial futures | 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.

 

according to limra (life insurance marketing and research association), retail annuity sales in 2022 shattered the annual sales records set during the global financial crisis of 2008. for instance, fixed-rate deferred annuities totaled $113 billion, more than double the sales in 2021, limra reported. cd alternatives, such as fixed-rate deferred annuities, provide security and tax-deferred growth. i have found this helps clients guarantee upside return, something they are actively seeking after one of the worst years in combined equity and bond performance since world war ii. i’ve also found that fee-only options will provide higher rates compared to traditional, commission-based solutions.
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okorie ramsey: diversity’s about building bigger tables | accounting influencers

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“…not just filling seats.”
sponsored by “holistic guide to wealth management” by rory henry – see today’s special offer

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accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
read more →

help businesses grow with weekly cas reports

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hand holding pen pointing at tablet

 

traditional reports fall short. here’s how to do better.

by hitendra patil
client accounting services: the definitive success guide

if you are wondering whether client accounting services needs a different set of reports, you are in the right place. at the same time, it may be confusing how you can produce reports that are different than those your software provides out of the box.

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

 

cas is about the outcomes of your work, from the clients’ perspective. cas outcomes are useful, insightful, and advise clients in ways that routine, traditional reports cannot deliver. the outcomes you provide from your cas offering need to relentlessly focus on the relevance, usability and importance from your clients’ point of view. one of my ex-clients, an experienced and expert cpa from san diego – who had mostly high-net-worth individuals with multiple businesses as his clients – told me, “after 19 years in practice, i realized that small to medium business entrepreneurs are not really concerned with managing their balance sheets. it is the job of the accountant.”
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busy season barometer stats: who’s responding and how they’re doing

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blue pencil marking survey

how does your practice compare?

by 卡塔尔世界杯常规比赛时间 research

the 2025 卡塔尔世界杯常规比赛时间 busy season barometer survey has been gathering data from hundreds of accountants and tax practitioners across the country. here are some of the stats on who’s responding and how they’re doing this year.

more barometer: your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | 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.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

small firms prevail.

  • 24 percent are sole practitioners.
  • 42 percent have 2-10 people in the firm.
  • 17 percent have 11-25 people.

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your colleagues give their best advice for clients

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woman and man walking and talking outside office building

… and lots of it.

by 卡塔尔世界杯常规比赛时间 research

for many people, especially people running small businesses, their accountant is their best, if not sole, source of advice on financial matters, including business administration.

sometimes they come asking for it.

more barometer: pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

sometimes they expect their accountant to offer it.

sometimes they are even willing to pay for it.
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kill the billable hour to earn what you deserve

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the convergence of trends makes pricing changes imperative.

by jody padar
the radical cpa

the speed of change is faster than ever. how are you going to react to it? that’s what i’m really preparing you for – redesigning your entire business model to become a more client-centric advisor. value-based pricing models are the key component but not the whole story.

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

 

today’s automation, new competitors, staffing challenges and new technologies are conspiring to bring clients more value than they could have enjoyed before. all of it is shifting the way you need to think about your services, what clients value and how you get paid fairly for the expertise you bring to the table. read more →

tricia bencich: how mental load undermines career progress | move like this

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mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.

 

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.

more move

mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

read more →