today's features
featured video

randy crabtree: live at the intersection of passion & skill | the disruptors

abandon rigid roles and redefine success on your own terms.

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the disruptors
with liz farr

randy crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. for decades, the profession has prized consistency and predictability.

but in a time of demographic disruption and rapid innovation, crabtree argues that clinging to “same as last year” thinking is holding the profession back.

“we have to embrace change,” he says. “this is a massive opportunity to start thinking differently.”

and for crabtree, that change is deeply personal. a stroke more than a decade ago sparked a transformation that reshaped his life, leadership, and mission. now, he champions vulnerability, passion, and purpose as the new pillars of a thriving accounting career—and he believes the profession’s best days are just beginning.

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

more streaming: mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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crabtree’s vision for accounting starts with reimagining relationships—both with clients and with ourselves.

“it’s not just about shifting services. it’s about shifting how we see our role,” he explains. “we have to stop thinking of ourselves as just technicians and start thinking of ourselves as partners in our clients’ futures.”

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featured video

justin baker: save $8m in estate taxes in one move (before 2026) | the concierge cpa

even clients under $30 million could face a surprise tax hit in 2026—here’s how to protect them.

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

as the 2026 sunset of the tax cuts and jobs act looms, one of the least discussed yet most consequential shifts in tax policy is about to hit: the estate tax exemption is set to be cut in half. for high-net-worth individuals—and the cpas who advise them—the clock is ticking.

more jackie meyer

on the latest episode of the concierge cpa, host jackie meyer welcomes justin baker, general counsel at baker wealth strategies, to explain how the looming estate tax changes present both a threat and an opportunity. “if congress does nothing, the current $14 million per-person exemption drops to around $7 million,” baker warns. “for married couples, that’s a potential $14 million reduction in tax-free estate value—and a real risk of a 40% tax on anything above that.”

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audit & assurance

be flexible about your audit team

four businesswoman having a meeting around a table

not everyone needs an accounting degree.

by alan anderson, cpa
transforming audit for the future

firms these days are throwing technology at audit and calling it innovation. but if you try to roll out too much at one time, that’s a disaster. your people won’t have any time to talk to the client and figure out what’s going on in the business if they’re too busy trying to figure out how all the pieces of technology all work together.

more by alan anderson
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a better approach is to prioritize the technology rollouts and cut those in half. focus on the two or three that are the most important. if you try to do too much, your implementation will fail. a partial implementation won’t get you anywhere. partial implementations tend to result in complicated workarounds, so the new tech not only doesn’t save time or effort, but it actually makes it harder to get the work done.
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advisory & consulting

ten travel expense deduction tips | listicle

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

clients can realize significant tax benefits by deducting travel expenses, especially those who travel frequently for business.

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here are 10 tips to help navigate the complexities of travel expense deductions:

1. shipping of baggage and materials: costs for shipping baggage, samples or display materials over to your destination are deductible.
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advisory & consulting

master the roi method: price for value, not time

if you can save a client $30,000, isn’t that worth $10,000?

by jackie meyer

we already set the foundation for moving to high-value advisory services. now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the balanced millionaire lifestyle.

more: from compliance to advisory: shifting the value proposition | niche down to scale up | 7how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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this is where the roi (return on investment) method comes in.

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