today's features
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.

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

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

this is where the roi (return on investment) method comes in.

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special

use goodwill to maximize exit readiness 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

three steps to get you started.

by randy a. fox, cfp, aep 
the holistic guide to wealth management

for many of your clients who are successful entrepreneurs, their business represents 80 percent to 90 percent of the value of their estate.

more: an accountant’s role in exit planning | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

while it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. the lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.

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accounting influencers

brannon poe: pe drives prices–and change | accounting influencers

what forces are really driving firm sales—and what separates the sellable from the stagnant?

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

the great reshuffle in accounting is underway.

with three-quarters of the profession approaching retirement age and m&a activity reaching historic highs, many firm owners ask the same question: what’s my practice worth?

brannon poe, cpa, founder of poe group advisors, joins the accounting influencers to offer a rare, inside look at how deals are being made, what buyers are looking for, and how firm owners can prepare for a successful exit, whether it’s five weeks or five years away.

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featured video

phil whitman: no pe? no problem. stay fiercely independent | gear up for growth

can cpa firms still stay independent? yes—but only if they get serious.

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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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of gear up for growth, host jean caragher sits down with industry powerhouse phil whitman—ceo of whitman transition advisors and founder of c-suite impact—to tackle one of the accounting profession’s biggest questions: can cpa firms still thrive independently in the age of private equity and nonstop m&a?

whitman’s answer? a firm “yes”—but only if leaders are willing to take bold, intentional action.

more gear up for growth

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here |

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

with more than 25 years of experience in firm leadership, whitman offers two strategies and at least five more imperatives for firms to stay independent.

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accounting arc

what happens in vegas… gets reported on a tax return | arc

you can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.

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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accounting arc
with liz mason and byron patrick
center for accounting transformation

accountants are often seen as the gatekeepers of financial integrity, but what happens when the client operates a strip club, sells cannabis, or works in legal sex work?

in the latest episode of accounting arc, liz mason, cpa, and byron patrick, cpa.citp, cgma, challenge the idea that “sin” industries are off-limits for ethical professionals. their message: legality, transparency, and harm reduction matter more than personal judgment.

more accounting arc: burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |

more arc: analysis, reaction, comedy

mason, founder and ceo of high rock accounting, has worked with legal sex workers and cannabis companies. she says she doesn’t shy away from these clients. “all companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.

patrick, ceo of verifyiq and educator and co-founder of tb academy, echoes the sentiment. “is it legal, or is it not?” he asks. “that’s a pretty clear ethical line.”

but not all ethical questions are so simple. mason shares a cautionary tale about walking away from a fintech client offering predatory lease agreements. “it was all legal,” she says. “but it was abusive. and that crossed a line for me.”

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client accounting services

twelve things that kill your cas profits

clients cause some of the problems, but not all of them.

by hitendra patil
client accounting services: the definitive success guide

we discussed that you need to explain the why of your client accounting services pricing. a price is a measurable number. “value” of each of your cas component also needs to be reasonably measurable for your clients and prospects to understand the why. this is easier said than done, and you need to keep rewriting the value statements, testing them and revising them.

more by hitendra patil
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the best way to define the measurable value of each of your cas components is to state it from the client’s perspective, i.e., which business decisions the client can make based on the information/insight/intelligence you provide in a given cas component, and under which circumstances. then state the measurable impact of such business decisions. e.g., “on an average, we help our clients reduce money stuck in inventory by 11 percent, which in many cases results in lower overdraft interest costs by about 1.3 percent annually.” without the numbers in your value statements, clients can feel you are pitching marketing fluff.
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accounting influencers

turn conference season into career gold | accounting influencers

break down the strategy behind smart networking, brand building, and true roi at live events.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

 

accounting influencers
with rob brown

do you really know how to work a conference?

sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. but in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. it can cost you momentum.

in the latest episode of the accounting influencers podcast, host rob brown issues a wake-up call for accounting professionals: conferences are back, and they’re your best opportunity this year to build real influence—if you know how to do it right.

“are you prepared to waste time, money, and opportunities? or are you ready to maximize every ounce of value?” he challenges listeners.

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pricing, fees & billing rates

you can’t measure relationships in minutes

selling time is selling yourself short.

by jody padar
radical pricing – by the radical cpa

amazing things happen when you stop thinking about what you’re selling and focus on what clients are buying.

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

 

many of the things clients don’t value are compliance-related like:

  • tax returns
  • payroll
  • accounting services

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featured video

jennifer harrity: the business case for doing good: esg, b corp & real returns | move like this

“we don’t need a few companies doing everything perfectly, we need everyone doing something. that’s how real change happens.” 

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

in this episode of move like this, jennifer harrity, director of sustainability at sensiba, talks about how b corp certification and esg (environmental, social, and governance) frameworks are reshaping accounting firms from the inside out. originally sensiba’s head of marketing, jennifer pivoted to lead the firm’s sustainability efforts after spearheading its b corp certification in 2018. this move led to the creation of a full-fledged esg practice that now supports clients in areas ranging from greenhouse gas (ghg) reporting to impact assessments and fractional chief sustainability officer services. 

more move

harrity explains that b corp certification is a rigorous third-party process that measures a company’s environmental and social performance, governance, and accountability. for accounting firms like sensiba, it not only served as a differentiator but also proved to be a powerful talent magnet. students and experienced professionals increasingly seek out values-aligned workplaces, and the b corp logo on a recruiting booth helped sensiba stand out, even against big four competitors. she emphasizes that the certification aligns naturally with many of the profession’s existing values, such as a commitment to employee well-being and community engagement. 

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2022年世界杯抽签

new survey of 600+ main street accountants reveals steep drop in optimism for smb clients

the avalara accountants confidence report shows 64 percent of trusted advisors bracing clients for economic downturn, and urging cash preservation, debt reduction, and rapid intelligent technology adoption

avalara, inc., a leader in modern tax compliance automation, released the 2025 avalara accountants confidence report, revealing a marked decline in optimism among u.s. accountants advising small and mid-sized businesses.

based on a 卡塔尔世界杯常规比赛时间 survey of 623 accounting professionals, the report offers a unique view into the economic outlook, operational pain points, and forward strategies of nearly 158,000 small and midsized business clients, filtered through the trusted advisors who know their finances best.

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