today's features
featured video

art werner: wealth transfer strategies in uncertainty | quick tax tip

high-net-worth clients are urged to act before the estate tax exemption expires in 2025.

 

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quick tax tip
with art werner
cpe today

a key provision of the tax cuts and jobs act (tcja) is approaching its expiration date—and art werner, j.d., m.s. tax, is sounding the alarm for advisors and their wealthy clients.

in the latest episode of the quick tax tip podcast, werner explains that the temporarily doubled estate and gift tax exemption, enacted under the tcja, is set to sunset on december 31, 2025. “this creates a lot of uncertainty,” says werner. “we’re hearing all kinds of things from congress—maybe an extension, maybe making it permanent, or even letting it die completely. some are even calling for the estate tax to be repealed. others want a much higher, even confiscatory, rate.”

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with so much political volatility, werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.

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featured video

sandra wiley: culture, dei, and the future of the accounting profession | move like this

“i am begging firms: do not let go of your dei&b initiatives. it is a mistake.” 

 

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

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

in a wide-ranging and deeply personal conversation on the move like this podcast, sandra wiley, president of boomer consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. from building inclusive workplaces to solving the talent crisis, wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo. 

more move

wiley, a longtime leader in public accounting consulting, outlines boomer consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. these “back office” functions, she explained, are often overlooked in cpa firms, yet they’re critical to long-term sustainability. through consulting, training, peer communities, and the boomer knowledge network, wiley and her team are helping firms modernize how they work and who they are.  read more →

podcast

jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | the disruptors

use ai to work smarter and connect deeper.

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

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the disruptors
with liz farr

jacob schroeder, founder of ascend consulting, is clear-eyed about artificial intelligence. he doesn’t see it as a silver bullet or a threat. instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

“ai is not the solution. it’s a tool,” schroeder says. “if you’re trying to make ai the solution, you’re going about it wrong.”

more podcasts and videos: 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 | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve 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 no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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instead of chasing efficiency for efficiency’s sake, ascend uses ai to free up time for meaningful conversations and thoughtful, strategic guidance.

by embedding quickbooks data directly into client emails, for instance, schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.

“suddenly, now your response can be more human.”

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marketing & sales

check nine points before meeting prospects

young businessman knotting his necktie

how comfortable you feel in your own skin shows.

by martin bissett
business development on a budget

winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.

what does it mean?

more by martin bissett
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basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.
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audit & assurance

focus on data for deeper audits

woman in white office meeting with man

technology that finds all the needles in the haystack is better than sampling.

by alan anderson, cpa
transforming audit for the future

most auditors have grown up their entire career with a balance sheet orientation. “i can audit any balance sheet,” is a common defense against making any of the changes needed to move into the future. it is not an easy task to think about a data-driven orientation.

more by alan anderson
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but the amazing part of moving to a data orientation is that it deepens your understanding of your client. you understand how data moves through their systems, a perspective you cannot have if you just look at the balance sheet. you start asking your client deeper questions, so you understand what these transactions do. i’ve had partners tell me that after they work with this data-driven approach, they’re embarrassed by how little they previously knew about their clients. conversations with your client are more profound, more valuable and more relevant when they focus on the kpis specific to a client and their industry.
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