we agree: ed mendlowitz makes accounting great
ed mendlowitz is a shining example.
“over the years, he has shared a busy and successful career’s worth of insights and wisdom, and that alone would put the profession in his debt.
today's features
dijoseph and mazabel: estate planning is the new advisory power play | holistic guide to wealth management
connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
in today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. to stand out in a crowded field, you must be able to think at least two steps ahead of your clients. it means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention.
as you’re probably sensing, we’re not just in the business of numbers today. we’re in the business of behavior and relationships. that’s the message during the latest holistic guide to wealth management book panel featuring michael dijoseph, cfa, a senior strategist at vanguard’s investment advisory research center, and andres mazabel, head of advisor sales at trust & will. the discussion unpacks what 25 years of vanguard’s advisor alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations.
doge, palantir and the irs: what could go wrong?
who’s watching the irs code?
by 卡塔尔世界杯常规比赛时间 research
the irs’s unified api layer may be the cornerstone of a digital-first tax administration, even as key voices inside and outside the agency raise red flags about transparency, security, and oversight.
more tax | mounting delays undermine public trust in irs refund process | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill | irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | accountants reporting a pretty good year | tax season faceplant: accountants overrun by late chaos
the partnership with the tech industry is triggering a new kind of scrutiny, not over software performance, but civil liberties. at the center of that concern is palantir technologies, a data analytics company that confirms it will work with elon musk’s department of government efficiency and the irs on the api infrastructure. read more →
six skills that every auditor needs
empowerment is for the whole organization, not just the rookies.
by alan anderson, cpa
transforming audit for the future
empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.
more by alan anderson
exclusively for pro members. log in here or 2022世界杯足球排名 today.
unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
read more →
papin: a bold blueprint for modernizing | the concierge cpa
this interdisciplinary approach offers a glimpse into the future of the accounting profession.
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in this episode of the concierge cpa, host jackie meyer introduces an extraordinary guest who truly embodies the term concierge advisor. meet chris papin—cpa, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.
papin, founder of both papin cpa and papin law, brings a rare blend of legal, accounting, and advisory insight under one roof. based in edmond, oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.
papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. that stuck. years later, papin is that lawyer—and cpa—bringing the skipped chapters into focus for his clients. his multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.
“small business owners often need to pull five levers to get all the professionals they need in one room. i decided to be all five,” papin quips.