최고 The Cpa For Lawyers 팟캐스트 (2024)

1
477: What Pollsters Got Wrong, AI, and the Economy with Jim Rickards 44:56

22h ago44:56

44:56

Kamala Harris’s big loss on Tuesday night caught almost everyone off guard. Despite widespread expectations that she’d be at least slightly ahead going into the election, the reality turned out starkly different: she got crushed. In those critical battleground states—Pennsylvania, Wisconsin, Michigan, Arizona, Nevada—where many assumed she had an e…

1
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers 29:24

2d ago29:24

29:24

Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencer…

1
It's Not What You Say, But How You Say It 20:10

3d ago20:10

20:10

Communication coach Donald Weber dives into the power of effective communication in leadership and personal interactions. He highlights the impact of nonverbal cues, voice dynamics, and gestures on delivering messages with clarity and influence. The conversation explores practical techniques for sharpening communication skills, engaging audiences, …

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476: Finance News of the Week 11/06/24 27:16

5d ago27:16

27:16

Buck and Zulfi discuss the current political climate on election day, the implications for the economy, and investment strategies. They explore the performance of gold and real estate as investment options, the impact of AI on market trends, and the significance of economic indicators such as inflation and unemployment rates. The discussion also to…

1
Rory Henry: Create the Return on Relationship | The Disruptors 55:01

6d ago55:01

55:01

Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor…

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Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations 38:33

7d ago38:33

38:33

With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selli…

1
475: Gold - Physical vs ETFs and Related Issues 29:43

8d ago29:43

29:43

When it comes to building wealth, I’m all about putting money into assets that work for you. Gold has been performing great this year and it has got a certain allure – it’s stable, it’s shiny, and it’s stood the test of time as a “safe haven.” But, to me, gold’s appeal has some limitations. It doesn’t generate income or adapt to a growing economy. …

1
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC 28:16

8d ago28:16

28:16

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARC With Donny Shimamoto Center for Accounting Transformation The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, h…

1
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers 27:30

9d ago27:30

27:30

Diversify your revenue streams with video and build a virtual accounting career. Accounting Influencers with Rob Brown Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting p…

1
Carla McCall: Find Your Authentic Leadership Style | Gear Up For Growth 33:59

10d ago33:59

33:59

"Just having a title or a position doesn’t make you a leader. You have to earn the trust and respect of the team that you're leading." Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest episode of Gear Up for Growth, Carla McCall, managing partner of AAF CPAs and chair of the AICPA, shares valuable insights into leadership trans…

1
Mitch Reno: Client Experience Advantage Goes to Small Firms | Gear Up For Growth 30:50

10d ago30:50

30:50

"We have to...build something so special that people don't want an alternative." Gear Up for Growth. With Jean Caragher. For CPA Trendlines. For CPA firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, Mitch Reno, director of client experience at Rehmann, tells Jean Caragher in thi…

1
474: News of the Week 10/30/24 26:25

12d ago26:25

26:25

Buck and Zulfe discuss the implications of gold-backed bonds, the current economic outlook, the impact of the upcoming election on fiscal policies, and the trends in Bitcoin and the tech industry. They explore how these factors intertwine and influence market dynamics and the future of investments and economic strategies.…

1
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC 41:17

12d ago41:17

41:17

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics trainin…

1
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors 1:08:02

13d ago1:08:02

1:08:02

If no one’s complaining that your fees are too high, your fees are too low. The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin…

1
473: A Sound Money Bond? 39:17

15d ago39:17

39:17

Gold bugs love to float the idea of bringing back the gold standard, tying the value of the U.S. dollar to a fixed amount of gold. On the surface, it might sound like a great way to return to "sound money." But if you dig a little deeper, it’s full of problems that would likely take us backward rather than forward. First, let’s talk about deflation…

1
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth 41:33

15d ago41:33

41:33

As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence. Gear Up for Growth With Jean Caragher For CPA Trendlines In a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of priva…

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Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers 17:34

15d ago17:34

17:34

Accounting Influencers with Rob Brown Rob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels. More Accounting Influencers with Rob Brown here In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small busi…

1
Your Health: The Missing Piece in Your Wealth Strategy 10:02

17d ago10:02

10:02

Buck discusses the intersection of financial success and health, emphasizing the importance of longevity medicine. He introduces the concept of a proactive approach to health, advocating for education and empowerment in disease prevention. Buck also unveils his course, designed to help individuals understand their health and prevent diseases, ultim…

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472: News of the Week 10/23/24 26:54

19d ago26:54

26:54

Buck and Zulfe discuss the current state of the real estate market, economic indicators, and the Federal Reserve's policies. They explore the implications of institutional investments in real estate, the potential for a soft landing in the economy, and the impact of global factors on commodities like gold and silver. The conversation also touches o…

1
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC 40:35

19d ago40:35

40:35

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate,…

1
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors 1:19:35

20d ago1:19:35

1:19:35

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The Disruptors With Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new k…

1
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher) 26:31

21d ago26:31

26:31

Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher. For CPA Trendlines. In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing a…

1
471: Catching Up on Real Estate 34:18

22d ago34:18

34:18

We’re now in the 4th quarter, and our will have one last chance to leverage a 60% bonus depreciation on multifamily properties this year. If you haven’t signed up for the yet, be sure to do so, as I will be sending out information on this opportunity in the next few days. While tax benefits are a major reason to invest in real estate, there are man…

1
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers 31:55

23d ago31:55

31:55

The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not kill…

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The Best ROI You Will Ever Get 6:55

24d ago6:55

6:55

Buck reflects on the importance of memories over material possessions. He emphasizes that true wealth lies in the experiences we share with loved ones, which create lasting happiness and bonds. Through personal anecdotes, he illustrates how investing in memorable experiences, such as attending events with family, yields a tremendous return on inves…

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470: New of the Week 10/16/24 19:16

26d ago19:16

19:16

Buck and Zulfe explore different investment strategies, emphasizing the unique challenges high-income earners encounter in building wealth. They examine key economic indicators, focusing on inflation and jobless claims, while analyzing how markets are reacting to recent data. The conversation also covers the political landscape, considering its pot…

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Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations 31:14

27d ago31:14

31:14

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show no…

1
469: How the Wealthy Engineer Wealth 56:44

29d ago56:44

56:44

This week’s podcast will feature a highly requested replay of the webinar hosted by Rod Zabriewski on a concept we call the. Now, you’ve probably heard Investment Advisors say there’s no value in permanent life insurance, often suggesting: “buy term and invest the difference.” But why do they say that? Is it really in your best interest? Well, not …

1
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2 13:25

30d ago13:25

13:25

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly gl…

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Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2 19:14

30d ago19:14

19:14

Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting …

1
Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth 34:11

1M ago34:11

34:11

Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. "You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an or…

1
You Are Never Too Old To Set Another Goal or To Dream a New Dream 11:27

1M ago11:27

11:27

Drawing on personal experiences and psychological concepts, Buck encourages listeners to adopt a growth mindset and overcome mental and financial obstacles to achieve their aspirations. He emphasizes that age should not be a barrier to personal growth and transformation.

1
468: New of the Week 10/09/24 26:40

1M ago26:40

26:40

Buck and Zulfe discuss the ongoing challenges in the housing market, the implications of recent labor market data, and the current state of financial markets. They explore the historical context of housing shortages, the impact of regulatory hurdles, and the surprising strength of the labor market despite concerns about inflation. They also touch o…

1
Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC 35:13

1M ago35:13

35:13

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES…

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467: Dealing with the Housing Challenges Ahead 39:07

1M ago39:07

39:07

You can disagree without being disagreeable—yeah right. Not these days! We’re stuck in this tribal mentality, where it’s less about what you believe and more about toeing the line of your “team.” It’s as if we’ve traded rational, independent thought for this knee-jerk reaction of following whatever beliefs our group holds. But here's the thing: If …

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The New Value Pricing Paradigm with David Yeghiaian and Michelle River | Gear Up For Growth 49:37

1M ago49:37

49:37

A 1,200 percent gain in billing. Gear Up for Growth With Jean Caragher For CPA Trendlines Accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability,…

1
You Can Always Tell Someone to Go to Hell Tomorrow 12:55

1M ago12:55

12:55

Buck discusses the importance of understanding our emotional responses, particularly the interplay between the amygdala and the prefrontal cortex in decision-making. Through various examples, including high-stakes situations and everyday interactions, Buck emphasizes the significance of self-regulation and the power of pausing before reacting. He o…

1
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner 35:03

1M ago35:03

35:03

Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…

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466: News of the Week 10/02/24 32:08

1M ago32:08

32:08

Buck and Zulfe discuss the critical importance of due diligence in investment, using the infamous Madoff scandal as a case study. They explore the challenges of detecting fraud, the role of auditors, and the relative safety of real estate investments. They also talk about current market trends, economic indicators, and the impact of geopolitical te…

1
Kelly Mann: Be the Bull in the China Shop | The Disruptors 55:55

1M ago55:55

55:55

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …

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Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations 32:58

1M ago32:58

32:58

Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | Follow Jean Carag…

1
465: Due Diligence in Investing and Business 27:13

1M ago27:13

27:13

Due diligence is certainly something you do when making a big investment or buying a business. But it’s actually something that should apply to all areas of life—whether you’re signing a contract at work, getting involved in a new relationship, or even deciding which dating app bio seems like it won’t end in a true-crime documentary. In the busines…

1
Practical Tips for Maximizing Your Day 20:31

1M ago20:31

20:31

Buck shares insights on how to focus on what truly matters, prioritize tasks, and implement strategies like time blocking and the two-minute rule to enhance productivity. Buck emphasizes the significance of a results-driven mindset and the need to eliminate distractions to achieve goals efficiently. He concludes with the idea that a proactive appro…

1
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth 33:34

2M ago33:34

33:34

Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our…

1
464: News of the Week 09/25/24 19:48

2M ago19:48

19:48

Buck and Zulfe discuss the recent Federal Reserve rate cuts, their implications for the economy, and how markets are reacting. They explore the rationale behind the Fed's decisions, the expected trajectory of interest rates, and the potential impact on various asset classes, including stocks, gold, and Bitcoin. The conversation also highlights inve…

1
Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC 30:51

2M ago30:51

30:51

Leadership beyond control means empowering others to succeed and, of course, eating last. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 M…

1
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors 59:07

2M ago59:07

59:07

The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Disc…

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Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations 38:40

2M ago38:40

38:40

Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversa…

1
463: Everything You Need to Know about Asset Protection in 30 Minutes 39:09

2M ago39:09

39:09

One of the rude awakenings I’ve had about the legal system in our country is that its not really about who is right or wrong. It’s about risk mitigation. In my former life as a practicing surgeon, I saw this in the form of malpractice law suits. Experienced surgeons will tell you that if you have not had some complication during surgery in your car…

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Can we see mental illness on brain scans? 1:04:11

2M ago1:04:11

1:04:11

In this episode of Longevity Junky, Buck and Nikki sit down with renowned psychiatrist and brain disorder specialist, Dr. Daniel Amen, founder of Amen Clinics, to discuss groundbreaking brain imaging techniques like SPECT scans. Dr. Amen shares insights on diagnosing mental health issues through brain mapping and the role of brain health in overall…

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