CPA Trendlines Podcasts

Who's Qualified to Advise? | ARC

ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise. Accounting ARC With Liz Mason, Donny Shimamoto, and Byron Patr

Randy Crabtree: What if Vulnerability's What Leaders Need Most? | MOVE Like This

When leaders admit they don’t have all the answers, they create room for others to contribute. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research Rand

Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors

"People don't want to work themselves to death for a third of the year." The Disruptors With Liz Farr For CPA Trendlines Logan Graf, owner of The Graf Tax Co and founde

Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency

"I make more money now, but more importantly, I'm not miserable." Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Jaimie Nichols expected her accounting p

“Set It and Forget It” Is Not an AI Strategy | It's Not Just the Numbers

Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment. It's Not Just the Numbers With Penny Breslin and Damien G

When Accounting Changes Faster Than Your Career Plan | Accounting Voices

The profession isn't slowing down, but accountants can build clarity, visibility, and career capital to move forward with greater control. Accounting Voices With Rob Bro

Kassi Rushing: Firms that Move First Will Shape Accounting’s Future | Gear Up for Growth

AI, talent development, pricing, and advisory services demand action now — even when leaders do not have all the answers. Gear Up for Growth with Jean Caragher for CPA T

Stop Waiting for the Perfect Time to Get Involved | ARC

Even a small volunteer commitment can deliver lasting professional and personal returns. Accounting ARC With Donny Shimamoto and Byron Patrick Center for Accounting Tran

Blake Christian: Why CPAs, Family Offices, & Investors Are Paying Attention to OZ 2.0 | Holistic Guide

Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits. The Holistic Guide to Wealth Management With Rory

Rachel Anevski: Your Next Leader Will Not Develop by Accident | The Disruptors

Replace informal succession practices with trained mentors and measurable opportunities for growth. The Disruptors With Liz Farr For CPA Trendlines For decades, account

Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency

Disciplined choices, talent investment, and cultural alignment matter more than chasing every opportunity. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines

Your Org Just Announced a Major Change. Now What? | Accounting Voices

Protect your credibility and career options by responding with calm, connection, and purpose. Accounting Voices With Rob Brown An email arrives. A town hall appears on

Calvin Harris: The Future of Accounting Belongs to Those Willing to Rethink Everything | Gear Up for Growth

Accounting teams should be intentionally designed around technology, outsourcing, and evolving organizational structures  Gear Up for Growth with Jean Caragher for CPA T

Tony Wilson: Career Options CPAs May Be Overlooking | Accounting Conversations

Extraordinary opportunities lie ahead for those who combine accounting knowledge with curiosity, judgment, and business insight. Accounting Conversations With Chayton Fa

Donny Shimamoto: Build Careers That Bend, Not Break | MOVE Like This

Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change. MOVE Like This With Bonnie Buol Ruszczyk For CPA Tren

Kenji Kuramoto: AI Agents Are Coming for SALY — and the Billable Hour | The Disruptors

Intelligent agents will reshape accounting workflows, pricing models, employee development, and the value firms deliver to clients. The Disruptors With Liz Farr For CPA

Jason Ackerman: The Roth IRA Mistakes That Can Cost Clients | The Concierge CPA

The strategy may be simple, but the execution is not. The Concierge CPA With Jackie Meyer In this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGM

Can AI Finally Tame the K-1?

K1x Is Betting $175 Million on It. Full show notes here By Seth Fineberg For CPA Trendlines K1x is putting $175 million in new investment behind an expansion of its K-

Agentic AI Needs Guardrails, Not Hype | ARC

Accountants should demand systems that reveal the work, respect boundaries, and produce results humans can verify. Accounting ARC With Donny Shimamoto, Liz Mason, and By

AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC

Firms must build new pathways that develop reviewers, judgment and client-facing skills. Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Acc