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 some are even calling for the estate tax to be repealed.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.”

click here for more art werner

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
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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 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
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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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advisory & consulting

ten tips to help clients avoid scams | listicle

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

the world seems to be suffering a plague of scams. every day there are multiple new attempts to rip people off, and digital communication is making it easier. and artificial intelligence is making it harder to detect.

more listicles here
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your clients need your help. warn them about these 10 general scams.

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accounting influencers

jen cryder: rewrite the rules | accounting influencers

as the first woman ceo of picpa, cryder shares how she’s tackling the cpa pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

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

in this episode of accounting influencers, jen cryder, cpa, ceo of the pennsylvania institute of certified public accountants (picpa), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a cpa.

with oversight of 20,000 accounting and finance professionals, cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. from the cpa pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

read more →

client accounting services

cas takes ‘trusted advisor’ to another level

businessman using internet on smartphone and laptop

true communication is the key.

by hitendra patil
client accounting services: the definitive success guide

a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.

more by hitendra patil
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some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.

why?
read more →

growth strategies

how to define your vision

build a practice, not just a job.

by jackie meyer

we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.

more: how i became an accidental entrepreneur  | build a seven-figure firm in four hours a week
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vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
read more →

mergers & acquisitions

behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners

sorren seeks to redefine the profession’s future.

consolidated: sorren, member firms, kuramoto, and prager

by 卡塔尔世界杯常规比赛时间 research

backed by dfw capital partners, meridien, idaho-based harris & co. cpas is leading a roll-up with 12 other firms to create sorren, a new top-50 firm with $170 million in revenue, 85 partners, more than 1,000 employees, and 20 offices across the u.s.

more mergers & acquisitions | ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors | how private equity is impacting accounting | deals 2024: over 100 cpa firm mergers and acquisitions | want to merge? here are 23 things to request | richard kopelman: inside aprio’s bold | allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth makeover | accounting influencers | should you merge? here’s how to chart your path | exclusive: eisner ceo charly weinstein explains the private equity deal | flash briefing: a “call to arms” after private equity deal

see the private equity dealflow timeline here | more private equity ‘s incursion into accounting here

correction: this article has been updated to correct reporting that erroneously conflated the background of michael o’donnell with another person of the same name. 卡塔尔世界杯常规比赛时间 apologizes for the error.

the sorren platform is backed by dfw capital partners, which acquired harris & co. in january 2024. the investment in harris remains the private equity firm’s only publicly disclosed deal in the accounting sector. dfw focuses on lower middle-market business services and is leveraging harris as the foundation for building a national accounting and advisory enterprise.

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2022年世界杯抽签

bissett bullet: change is an internal factor

today’s bissett bullet: “when an accounting firm wants to achieve positive change, we need to understand that the ‘change agents’ are in the firm already.”

by martin bissett

as good as a consultant, trainer, mentor, coach or speaker may be they will not be with you after 6 o’clock in the evening. the change that happens in your firm the next day, next month and the next quarter is carried out by the people who work in your firm, even if that’s just you on your own.

we must understand that external help is a catalyst. they accelerate the change but the change agents, the ones responsible for it, are found internally within the firm. never bring in outside help on the belief that everything is going to change by their presence. they will provide accountability, but it is you who will make it happen.

today’s to-do:

look at where your firm is weakest today in terms of practice growth. take a look at who is the best in the business at helping solve that problem, then make an inquiry.

see more bissett bullets here

read more →

leadership

cancel culture or curious culture? you choose. | transformation talks

turn communication breakdowns into trust-building moments. 

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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transformation talks
with donny shimamoto
center for accounting transformation

in the latest episode of transformation talks, host donny shimamoto, cpa.citp, cgma, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions. 

more transformation talks

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joining him are arianna campbell, coo of boomer consulting; ed kless, co-founder of threshold and co-host of the soul of enterprise; and amy welch, apr, cae, mission advocacy strategist with the center for accounting transformation and svp/executive producer for 卡塔尔世界杯常规比赛时间. 

the episode begins by reframing how we talk. “discussion” implies conflict, while “dialogue” is about listening. “the origin of ‘discussion’ is literally ‘to strike,’” says kless. “but dialogue means ‘twin telling.’ that shift in mindset is everything.” 

read more →

personal financial planning

art werner: the hidden perk most miss | quick tax tip

the retirement planning hack can be a secret weapon for tax-free growth.

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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quick tax tip
with art werner
cpe today

when most people hear “hsa,” they think of medical expenses and high-deductible health plans. but in the latest episode of quick tax tip, tax educator and attorney art werner urges tax professionals—and their clients—to look deeper.

click here for more art werner

in his signature style, werner reframes the health savings account (hsa) as one of the most underrated retirement planning tools available today.

“i don’t look at the hsa as a way to pay for medical bills,” says werner. “i look at it as a disguised retirement plan.”

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