Podcasts by CPA Conversations podcast
CPA Conversations podcast series focuses in on accounting-related news and hot topics.
Further podcasts by Pennsylvania Institute of Certified Public Accountants
Podcast on the topic Wirtschaft
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How to Pass the CPA Exam Faster from 2022-05-02T11:00
How to Pass the CPA Exam Faster
By Jim DeLuccia
Bob Gayhardt, business development manager for UWorld, provides high-level tips on passing the CPA Exam. Gayhardt s...
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CPAs Have a Vital Role in Keeping Small-Business Clients Compliant from 2022-02-07T12:00
Matthew May, founder and vice president of sales and marketing for Acuity CFO Online Bookkeeping Accounting and Business Tax, joins us to talk small-business compliance with standards and regula...
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Benefit Clients by Upgrading Your R&D Credit Knowledge from 2022-01-31T12:00
The research and development (R&D) tax credit is available to many organizations to help reduce their tax liability and overall financial expenditures. Unfortunately, many organizations don’t kn...
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Knowing the Basics of Blockchain Is a Boon for CPAs from 2022-01-24T12:00
Kathy Brunner, founder, CEO, and president of Acumen Analytics, joins us to explore the basics of blockchain. She sheds light on the four different types of blockchain networks, how blockchain i...
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Surveying the Landscape of CPA Ethics and Acts Discreditable to the Profession from 2022-01-17T12:00
In a wide-ranging discussion about professional ethics, “Ethics Sage” Steven Mintz, professor emeritus with California Polytechnic State University in San Luis Obispo, Calif., highlights profess...
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CPA Evolution Exam Alterations Offer New Paths to Future Professionals from 2022-01-10T12:00
In this episode of CPA Conversations, Jonathan Zigman, senior CPA content developer for UWorld LLC, provides an update on the current status of CPA Exam and the CPA Evolution initiative...
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When It Comes to Auditing, There’s No Place Like the Office from 2022-01-03T12:00
Accounting work, like so many other fields of business, has been drastically changed by the coronavirus pandemic. Many CPAs are working from home and seeing no measurable drop in their productiv...
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PPP Fraud Is Problem Nobody Is Looking At from 2021-12-27T12:00
Eighteen months after the release of the Paycheck Protection Program, it is fair to say the program has been generally successful. However, one giant drawback is its susceptibility to fraud. Acc...
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Tell Your Organization’s Financial Story with an Engaging MD&A from 2021-12-20T12:00
In a look behind his feature for the winter 2022 Pennsylvania CPA Journal, Mike De Stefano, chief financial officer for RKL in Lancaster, Pa., discusses how CFOs can better engage colle...
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Strong Ethical Practices a Must for Government CPAs from 2021-12-13T12:00
Nicholas Ring, controller at Pine Ridge Construction Management in Williamsport, Pa., joins us to discuss how COVID-19 has challenged governments and government CPAs, how you define transparency...
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CPA Firms: Know the Signs of Large Malpractice Claims from 2021-12-06T12:00
Nothing can be more injurious to a CPA firm’s reputation – not to mention its bank account – than a client introducing a large malpractice claim. Based on her article for the Listen
Accounting Internships Remain a Vital Ingredient of CPA Success from 2021-11-29T12:00
The accounting internship is one of the many aspects of the CPA experience that has been changed dramatically by COVID-19. Still, it remains a great way to set a would-be CPA’s career on the pat...
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Preparing Students for Sustainability Reporting from 2021-11-22T12:00
Joseph Ragan, professor of accounting and Edward G. Sutula chair in accounting at Saint Joseph’s University Erivan K. Haub School of Business, joins us to talk sustainability reporting and envir...
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Lease Accounting: For CPA Firms, a Major Lift but Doable from 2021-11-15T12:00
Ane Ohm, cofounder and CEO of LeaseCrunch, checks in with an update on lease accounting implementation. She walks us through readiness for compliance, issues affecting debt covenants, and lease ...
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It’s Imperative for Employers to Monitor OSHA’s COVID Guidelines from 2021-11-08T12:00
Debra S. Friedman, a labor and employment attorney with the Philadelphia law firm Cozen O’Connor, joins us to provide the latest information on OSHA guidelines related to COVID. A few items she ...
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Professors Earn Award for Data Visualization Prowess from 2021-11-01T11:00
The evolution of the accounting profession requires new and innovative ways to teach aspects of accounting that may have previously received little exposure. One of these that is of growing impo...
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House Democrats’ Spending Plan and Its Effect on Taxation from 2021-10-25T11:00
Michael Fischer, CFP, director and wealth adviser for Round Table Wealth Management, provides an in-depth exploration of the preliminary proposal recently presented by U.S. House Democrats to fu...
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Mastering the Art of High-Value Client Consultations from 2021-10-18T11:00
For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations Listen
Recognize the Signs that Your CPA Firm Could Be Ready for a Merger from 2021-10-11T11:00
Ira Rosenbloom, chief executive officer of Optimum Strategies LLC in Spring House, Pa., joins us to examine the signs that it might be time for a CPA firm to think about a strategic merger. Amon...
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Big Changes to the Monthly Child Tax Credit from 2021-10-04T11:00
Kemberley Washington, CPA, a tax analyst with Forbes Advisor, joins us to discuss the monthly child tax credit. She goes in depth into who qualifies to receive it, whether taxpayers hav...
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Adventures in IRS Private Letter Rulings during a Pandemic from 2021-09-20T11:00
In this podcast related to his column in the fall 2021 Pennsylvania CPA Journal, Barry Groebel, senior tax consultant for Herbein + Company in Reading, Pa., details his experience worki...
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New Book Offers Advice for a Successful CPA Career from 2021-09-13T11:00
Dave Wagaman, emeritus professor in accounting at Kutztown University, sits down with Jerry Maginnis, retired KPMG Philadelphia office managing partner and current executive in residence for Row...
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Importance of New Hampshire v. Massachusetts Crosses State Lines from 2021-09-07T11:00
While the U.S. Supreme Court did not choose to hear arguments in the case of New Hampshire v. Massachusetts, it does not mean that the disagreement between the two states will have no i...
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Set Yourself Up for Success When Selling Your CPA Practice from 2021-08-30T11:00
The climate for mergers and acquisitions in the accounting industry was already a bit balmy before COVID-19, but the onset of the pandemic turned the temperatures up even higher. In this podcast...
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Research and Development Tax Credits: Pennsylvania and Federal Perspectives from 2021-08-23T11:00
Paul McVoy, principal with KBKG, discusses research and development tax credits in Pennsylvania and at the federal level. He delves into which expenses qualify, what types of activities are excl...
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CPA Professional Ethics and Working with Schools and Universities from 2021-08-16T11:00
As a follow-up to a presentation at our most recent PICPA School District Conference, Jacqueline Stefkovich, EdD, JD, professor emeritus at Pennsylvania State University, joins us to discuss cod...
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Answering Questions about the Path to Partnership from 2021-08-11T11:00
In this podcast, Amy Lewis, a partner with Maher Duessel in Pittsburgh, hopes to dispel some of the fears surrounding the path to partnership held by younger accounting professionals. She addres...
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Mid-Career CPAs: Fighting Feelings of Burnout from 2021-08-10T11:00
For mid-career CPAs experiencing feelings of burnout, it can be natural for a “grass is greener on the other side” perspective to take hold. However, there are options for professionals looking ...
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Preparing Your Clients for a Higher Tax Environment from 2021-08-09T11:00
James Lange, CPA, is a principal and financial adviser with Lange Financial Group LLC in Pittsburgh and author of The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax....
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The CPA Exam Evolving with the Accounting Profession from 2021-08-02T11:00
Roger Philipp, CPA, CGMA, creative chief officer of UWorld Roger CPA Review in San Francisco, joins us to talk all things CPA Exam, including when would-be CPAs know they are ready to take the e...
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Holding on to Bad Clients Is a CPA No-No from 2021-07-26T11:00
According to our guest Geraldine Carter of She Thinks Big Coaching, life is too short for holding on to bad clients. In this podcast, she discusses the signs that a client is more trouble than t...
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Ensuring Success in Client Accounting Services from 2021-07-19T11:00
Hitendra Patil, head of customer success at AccountantsWorld and a four-time member of Accounting Today’s Top 100 Most Influential People in Accounting, joins us to discuss his new book...
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CPA Opportunities Grow in the Cannabis Field from 2021-07-12T11:00
Andrew Hunzicker, founder of Dope CFO in Bend, Ore., joins us to discuss the opportunities for CPAs with regard to the expanding cannabis industry. Among the aspects he covers are the current st...
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Credits, Incentives, and the Pennsylvania Tax Landscape from 2021-07-06T11:00
Tax credits and incentives have long been a tool for bolstering revenue for state economies. In this episode, we are joined by Jason Skrinak, founder of Pivot Strategic Consulting in Harrisburg,...
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New ASU Alters Landscape for Gifts-in-Kind Nonfinancial Assets from 2021-06-28T11:00
In a preview of his presentation at the July 12-13 Listen
CPA Advisory Services and the Connection to Diversity, Equity, and Inclusion from 2021-06-21T11:00
Jina Etienne, speaker, trainer, and diversity and inclusion consultant with Etienne Consulting, joins us to discuss the connection between diversity, equity, and inclusion (DEI) initiatives and ...
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The Growing Importance of Data Analytics to CPAs from 2021-06-14T11:00
In this episode, we go inside the world of CPA data analytics with Jack Castonguay, assistant professor and executive director of assurance and learning and accreditation at Hofstra University a...
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Approach Increasing Your Rates Without Trepidation from 2021-06-07T11:00
It is never easy to talk to clients about raising your rates, even for those CPAs who spend every day going above and beyond to provide the best in customer service. However, it is a conversatio...
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Auditing from Afar: Considerations for Employee Benefit Plans from 2021-06-01T11:00
Among the many aspects of accounting that have been thrown upside down by the coronavirus is the employee benefit plan (EBP) audit, now largely being conducted remotely. Nancy Cox, partner at Th...
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Managing Change in a Constantly Evolving Profession from 2021-05-24T11:00
Many factors contribute to the constant change in the accounting profession: technological innovation, evolving regulations and standards, and, yes, our current global pandemic. It is especially...
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Accommodations Ensure Equal CPA Exam Playing Field from 2021-05-17T11:00
In a preview of her Careers & Lifestyles column from the summer 2021 Pennsylvania CPA Journal, Elisabeth Felten, CPA, assistant professor of business at DeSales University in Center Val...
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Market Savvy, Collaboration Rank as Top Qualities for CPA Firm HR from 2021-05-13T11:00
Ira Rosenbloom, chief executive officer of Optimum Strategies in Spring House, Pa., joins us to close our three-part series on the top expectations for specific personnel units of CPA firms. In ...
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Managing an Effective Whistleblower Investigation from 2021-05-10T11:00
In this podcast, Steven G. Blum, CPA, CFE, principal with Control Risks Group in Washington, D.C., and a member of the Pennsylvania CPA Journal Editorial Board, previews his feature fro...
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The Key Traits of CPA Firm Marketing Professionals from 2021-05-06T11:00
In the second of a three-part series on the expectations CPA firms should have for targeted personnel within their operations, Ira Rosenbloom, chief executive officer for Optimum Strategies in S...
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New GASB Proposals and Their Effect on Accrual Accounting from 2021-05-03T11:00
Bill Bergman, director of research for Truth in Accounting, joins us to discuss recent proposals by the Government Accounting Standards Board and their effect on accrual accounting. He explores ...
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Examining the Role of the CPA Firm Operations Manager from 2021-04-29T11:00
In the first of a three-part series on the expectations CPA firms should have for targeted personnel within their operations, Ira Rosenbloom, chief executive officer for Optimum Strategies in Sp...
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Going “Inside the Buyer’s Brain”: What Clients Want from CPA Firms from 2021-04-26T11:00
For a CPA firm to thrive, it is a good idea to know what your would-be clients want from their trusted adviser. Hinge Research Institute recently conducted a study titled “Inside the Buyer’s Bra...
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Make Onboarding Work During Remote Employment from 2021-04-19T11:00
In a follow-up to their presentation at PICPA’s Technology for Public Accounting Conference, James Ruffin, manager, IS assurance and advisory services, at RKL, and Stephane Smith, human capital ...
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Help Staff Conquer CPA Exam Fears with Coaching from 2021-04-12T11:00
Passing the CPA Exam is an arduous process, but one with immeasurable rewards for those who achieve their goal. Organizations with staff members who attain the CPA designation also experience ex...
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PICPA-Supported PPP Loan Forgiveness Provision Becomes Act 1 of 2021 from 2021-04-05T11:00
You know the issue you are advocating for is urgent when it ends up being the first item on a new legislature’s agenda. That’s the position the PICPA government relations team found itself in wh...
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Strategize Your Way to a Burnout-Free Tax Season from 2021-03-29T11:00
At the height of a busy tax season, it is understandable should a CPA experience feelings of burnout. Combine that pressure with a pandemic that has surpassed a full year, and it would be surpri...
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PPP and Employee Retention Credit Changes Upset Busy Season Protocol from 2021-03-22T11:00
Changes are coming fast and furious amid another hectic tax season. In this episode of CPA Conversations, we focus on two alterations that CPAs need to keep an eye on: the PPP loan calc...
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Tax World Faces Shake-Up Via the American Rescue Plan Act from 2021-03-16T11:21:55
The American Rescue Plan Act was signed into law by President Joe Biden on March 11, and it comes with a series of provisions that will impact the tax landscape in a major way. In addition to it...
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Tax Season, Pandemic Highlight CPA Mental Health Concerns from 2021-03-15T11:00
Handling the stress of busy season is a chore for CPAs under the best of conditions. Amid a pandemic that has resulted in over a year of working from home, the stress can be overwhelming. Small-...
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Benefits of Value Pricing Brought into Focus by Pandemic Experience from 2021-03-08T12:00
The merits of value pricing compared with the traditional billable hour have been debated within the accounting industry for many years. But according to today’s guest, Lee Frederiksen, managing...
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New Book Explores Artificial Intelligence’s Impact on the Accounting Profession from 2021-03-01T12:00
In this podcast we are joined by Cory Ng, associate professor of instruction at Temple University in Philadelphia, and John Alarcon, founder and principal of BEARN, a management consulting firm ...
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New SAS Changes Impact Auditing in Multiple Areas from 2021-02-22T12:00
In a preview of her Accounting & Assurance and Employee Benefit Plans columns in the spring 2021 Pennsylvania CPA Journal, Dr. Nancy Stempin, director of technical accounting at Brown S...
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Dissecting the Role of the Organizational Adviser from 2021-02-18T12:00
In a preview of his presentation at the March 18-19 Listen
Positive Bank Relationships Key to Business Success from 2021-02-16T12:00
In a preview of his Business & Industry column in the spring 2021 Pennsylvania CPA Journal, Barry M. Pelagatti, CPA, a partner in the audit services group of RKL LLP in Exton, Pa., disc...
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A 1099-R Refresh in the Run-Up to Tax Season 2021 from 2021-02-08T12:00
With tax season coming up quickly, it is never too early for tax preparers to start refamiliarizing themselves with many common forms. In this podcast, we take a detailed look at Form 1099-R, wh...
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Despite Pandemic Challenges, Life Sciences Industry Growing in Pa. and Beyond from 2021-02-04T17:20:04
Barb Carlin, managing director, mid-Atlantic region, for Danforth Advisors in Waltham, Mass., will be participating in Listen
New Pa. Legislature Means Fresh Priorities for Government – and Government Relations from 2021-02-01T12:00
With the inauguration of President Joe Biden now in our rearview mirror, it is time to focus on legislative matters of a more local variety, namely those arising in the Pennsylvania legislature....
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Major Developments for Income and Estate Taxes from 2021-01-28T12:00
As a follow-up to her presentation at the 2020 PICPA Tax ...
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The Coronavirus Effect on Lease Concessions from 2021-01-25T12:00
The continuing COVID-19 crisis has forced employees nationwide to work from home in large numbers. This in turn has spurred businesses to think about their leases, in particular whether they sho...
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Biden Administration Could Mean Whole New World for Federal Taxation from 2021-01-19T12:00
The transition from Donald Trump’s presidential administration to that of Joe Biden’s has been, to put it lightly, rocky. With a new era in presidential leadership set to be ushered in, does thi...
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The Evolution of Blockchain: Where It’s at and Where It’s Heading from 2021-01-11T17:00
In this episode of CPA Conversations, Dr. Sean Stein Smith, assistant professor at the City University of New York – Lehman College, joins us to talk about some of the most pressing asp...
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Financial Planners: Make Transfer Tax Exemptions an Option for Your Clients from 2021-01-04T12:00
Transfer tax exemptions were one of the many aspects of the tax world that were affected by the 2017 Tax Cuts and Jobs Act. The legislation affected options around gifting, rules for individuals...
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Paycheck Protection Program Attracting Fraudsters from 2020-12-28T12:00
When disaster strikes, unfortunately criminals view it as open season for committing of financial fraud. The coronavirus pandemic certainly qualifies as a disaster, and fraudsters have been quic...
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Exploring the Latest Coronavirus Financial Relief Package and Its Effect on CPAs from 2020-12-23T16:27:21
The U.S. Congress recently approved $900 billion in financial relief for families and businesses who have been adversely affected by the coronavirus pandemic. The relief package includes direct ...
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A Look Inside the Mission of the Pennsylvania CPA Foundation from 2020-12-21T12:00
The mission of the Pennsylvania CPA Foundation is to inspire students to pursue careers in accounting and provide the educational, motivational, and financial support they need to work toward ac...
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Increase the Integrity of Your Firm’s Data from 2020-12-17T12:00
In a preview of her presentation at the Jan. 7, 2021, PICPA Technology for Public Accounting Conference, Leslie Kirsch,...
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Pennsylvania Telecommuting Taxation Comes to Forefront During COVID-19 from 2020-12-14T15:07:59
There has long been a movement to streamline the issues surrounding taxation and telecommuting. Interestingly, the onset of the coronavirus has both made clarity on this issue more important and...
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Issues and Challenges for IT Standards Implementation and Independence from 2020-12-10T12:00
Danielle Supkis Cheek, director of entrepreneurial advisory services for Pannell Kerr Forster of Texas PC, will be a presenter at the Jan. 7, 2021, Listen
Soft Skills Lead the Way in the Controller Evolution from 2020-12-07T12:00
Controllers must master many skills to ensure career success. Things like risk management, the ability to anticipate challenges, and technological savvy are near the top of the list. But accordi...
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PPP Loan Repayment: Good Things Come to Those Who Wait? from 2020-11-30T12:00
If your small business took out a Paycheck Protection Program loan to make it through the coronavirus pandemic, chances are the thought of loan forgiveness or paying back the funds is causing yo...
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IRS Audit Survival Tips from 2020-11-23T12:00
According to guest Philip Karter, a tax controversy and litigation lawyer with Chamberlain Hrdlicka Attorneys at Law in Philadelphia, the frequency of IRS audits are down, but that doesn’t mean ...
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Internal Controls and Auditing Considerations in the New Normal from 2020-11-19T12:00
In a preview of their presentation at the Dec. 10-11 Listen
Prepare Clients for Unprecedented Year-End Financial Planning from 2020-11-16T12:00
Any time you describe anything as being an object “like no other,” you run the risk of being accused of hyperbole. However, when it comes to personal financial planning, the number of variants c...
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When Safety Allows, Office Work Offers Major Benefits from 2020-11-09T12:00
We’ve all learned to appreciate the flexibility of telecommuting over these past few months out of necessity, but let’s not forget there is a case to be made that working in the office presents ...
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With Historic Election on Tap, a Look at the Fiscal Health of Pennsylvania from 2020-11-02T12:00
On the eve of one of the most significant elections of our time, we meet with three guests – Republican Sen. Patrick M. Browne, Democratic Rep. Mathew D. Bradford, and Matthew Knittel, director ...
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Middle-Market M&A Suffers Amidst the Coronavirus New Normal from 2020-10-26T11:00
The number of middle-market private equity deals took a hit in the second quarter of 2020, showing minimal improvement in July through September. The primary reason is clear: COVID-19 created an...
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Second Marriages and Personal Financial Planning Priorities from 2020-10-22T11:00
At the Listen
Diversity and Inclusion Must Become a Part of Your Organizational DNA from 2020-10-19T11:00
The year 2020 will be remembered for many things, not the least of which has been a race relations awakening. The accounting profession, too, has joined in. Many firms have taken steps to build ...
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Stand Up to Societal Challenges by Bolstering Your Resilience from 2020-10-15T11:00
In a preview of her session at the Oct. 27 Listen
Two Years After Wayfair: Its Effect on Sales Taxes and the Impact of COVID-19 from 2020-10-12T11:00
It’s been over two years since the Supreme Court’s decision in South Dakota v. Wayfair, and its impact has been substantial. Add in the onset of the coronavirus pandemic, with its role ...
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Questions You Need to Ask Clients Who Own Small Businesses from 2020-10-05T11:00
As we have seen with all the activity surrounding the Paycheck Protection Program, now is a perfect time for CPAs to show value when working with clients who own small businesses. However, it is...
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Future-Proof Your Firm by Appealing to the Modern Client from 2020-09-28T11:00
What will it take to ensure a successful future for your CPA firm? Perhaps it is setting your firm apart from the competition in the technological realm? Maybe it’s marketing your firm in the av...
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How to Get Valuable Client Referrals Without Asking from 2020-09-21T11:00
Client referrals are a time-honored avenue of prospect generation for CPAs. However, coming out and asking for referrals can be a delicate matter to the firm/client relationship. Today’s guest, ...
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Time May Be Ripe for a CPA Move into Consulting from 2020-09-14T11:00
The economic uncertainly introduced by the COVID-19 pandemic might make it seem like a bad time to take a significant career leap, but business strategist and consultant Veronica Sagastume belie...
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Don’t Ignore Your Team’s Resistance to Change from 2020-09-08T11:00
The accounting profession is in a perpetual state of change, which has been amplified by the coronavirus pandemic. Because of this state of flux, it is important for a manager to know when their...
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Demand for Accounting Advisory Services on the Rise from 2020-08-31T11:00
While accounting advisory services have been a need for a long time, the onset of coronavirus-concerned issues, such as the Paycheck Protection Program, Economic Injury Disaster Loans, and other...
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Financial Institutions: Be Wary of COVID’s Effect on Current Expected Credit Losses from 2020-08-24T11:00
In a preview of the panel discussion he will be moderating at the Sept. 22 PICPA online Listen
A CFO’s Perspective on COVID Recovery and Disaster Preparedness from 2020-08-20T11:00
In a preview of his fall 2020 Pennsylvania CPA Journal Business & Industry column, Michael F. De Stefano, CPA, chief financial officer for RKL in Lancaster, Pa., discusses the experienc...
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Behind the Scenes of Moving Accounting Education Online from 2020-08-17T11:00
In a preview of their fall 2020 Pennsylvania CPA Journal Education column, Duquesne professors Valerie Trott Williams and Robert Kollar recount the obstacles they faced when their unive...
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Enhancing CPA Firm Success with Artificial Intelligence from 2020-08-10T16:00
As futuristic as the terms “artificial intelligence” and “machine learning” may sound, they are currently being used in the home and the business world. In the accounting profession, though, the...
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A Changing Accounting Profession Requires CPA Evolution from 2020-08-03T11:00
With technology playing a greater role by the day, the nature of the CPA profession is constantly changing. Therefore, CPAs have to grow and adapt. Such is the reason behind the CPA Evolution Pr...
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International Tax Issues for Foreign Athletes and Entertainers from 2020-07-27T11:00
The tax rules for non-U.S. residents are complicated enough regularly, but they only get more intense when you apply them to foreign athletes and entertainers. In today’s podcast, we explore the...
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The Value of CPAs in the World of Sports from 2020-07-23T11:00
Working in the world of sports may seem like a dream job, but, as we have seen with the coronavirus, it is susceptible to the same difficulties and obstacles as other industries. And like other ...
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Enterprise Risk Management in a COVID-19 Business Landscape from 2020-07-20T11:00
In a preview of her session at the Aug. 11 Listen
Leadership Skills in the Era of Remote Work from 2020-07-13T13:12:56
The emergency necessity of embracing remote work brought about by the coronavirus has shown businesses that it is possible to operate not only from a board room table, but also from a dining roo...
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Firm Managerial Success Takes Strategy, Organization, More from 2020-07-06T11:00
In a podcast related to her feature in PICPA’s Guide to CPA Careers in a Changing Business Landscape, the 2020 digital-only, special edition of the Pennsylvania CPA Journal, Ka...
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Top CPA Firm Concerns in the Area of Efficiency from 2020-07-02T11:00
In the final episode of his five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies covers the foremost efficiency concerns, including standardizatio...
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The Keys to CPA Firm Modernization from 2020-06-29T11:00
The coronavirus pandemic has made it clear: it is absolutely essential for the modern CPA firm to enable its staff to work remotely. But what other traits are essential for the modern CPA firm? ...
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Catching Up on Developments in the Single Audit Sphere from 2020-06-25T11:00
In a preview of her presentation at the July 13-14 PICPA Not-for-Profit & Government Accounti...
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The Gig Workforce and How Business Gets Done from 2020-06-22T11:00
The traditional full-time job is the employment path followed by a large percentage of American workers, but there is a growing segment that prefers something different. Many are opting to work ...
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The CPA’s Role in a Post-COVID Economy from 2020-06-18T11:00
In a podcast related to their feature in the summer 2020 Penn...
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Specialty Software Can Make Lease Accounting Implementation Less of a Burden from 2020-06-15T11:00
While there is no way to make lease accounting implementation a joy, there may be a way to make it less challenging. Consider lease accounting software. Ane Ohm, cofounder and CEO of LeaseCrunch...
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Personnel Priorities for CPA Firms from 2020-06-11T11:00
Ira Rosenbloom of Optimum Strategies in Spring House, Pa., joins us for the fourth of his five-part series on CPA firm management priorities. So far, Listen
Unleash the CPA Creativity Within from 2020-06-08T11:00
According to our guest, Natalie Nixon, creativity strategist and president of Figure 8 Thinking and author of The Creativity Leap: Unleash Curi...
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Office Opening Considerations Post-COVID from 2020-06-01T11:00
Before the coronavirus took hold of our lives, heading to the office every day was something that could be taken for granted. Now, with health and safety taking top priority, there are numerous ...
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Required Minimum Distributions after SECURE and CARES Acts from 2020-05-25T11:00
In a preview of her Personal Financial Planning column in the summer 2020 Pennsylvania CPA Journal, Laurie A. Siebert, CPA, discusses changes to required minimum distribution rules as a...
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Update on the Fight to Protect Responsible Professional Licensing from 2020-05-21T16:00
Following up on a podcast we di...
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COVID-19 and the Impact on Financial Reporting from 2020-05-18T11:00
In a preview of his Accounting & Assurance column in the summer 2020 Pennsylvania CPA Journal, James J. Newhard, CPA, talks to us about the coronavirus pandemic’s effect on financial re...
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Ins and Outs of Outsourcing in Public Schools from 2020-05-14T11:00
In a preview of his presentation at the May 29 PICPA Pennsylvania School District Conferen...
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One CPA’s Experience with Cloud Computing Technology from 2020-05-11T11:00
Search the internet for articles on cloud computing: it wouldn’t be hard to find stories covering the benefits of cloud computing for CPAs. However, it also wouldn’t be difficult to find pieces ...
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CPA Firm Succession Planning Priorities from 2020-05-07T11:00
In the third segment of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the musts in the area of s...
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Effective Interviewing a Must for Forensic CPAs from 2020-05-04T11:00
Forensic CPAs are among the most curious and inquisitive of accountants just by the nature of their jobs. But innate curiosity doesn’t mean that one automatically knows everything about conducti...
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Technology, Workforce Helping to Evolve the Tax Profession from 2020-04-30T11:00
In a podcast related to his feature in PICPA’s...
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Fraud on the Uptick During Coronavirus Pandemic from 2020-04-29T11:00
Times of economic struggle are fertile ground for fraudsters, and the coronavirus pandemic is no exception. In fact, according to the Federal Trade Commission, Americans have fallen victim to $1...
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Filing Business Interruption Claims Due to Coronavirus Disruption from 2020-04-28T11:00
The coronavirus not only has wrought havoc on our collective health, but also on the stability of our businesses and the economy. As a result, many organizations will be filing business disrupti...
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Nonprofit CPAs: There’s No “Mission Accomplished” Without Understanding Performance from 2020-04-27T16:00
Stemming from a blog he authored for PICPA’s CPA Now...
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More Paycheck Protection Program Funding Needed for Small Businesses from 2020-04-22T11:31:57
In early April 2020, the Paycheck Protection Program was established to help support small businesses suffering at the hands of the coronavirus pandemic. But the $349 billion originally allotted...
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Separating Stewardship and SGNA Is Vital Under the TCJA from 2020-04-20T11:00
For tax purposes, stewardship and selling, general, and administrative expenses are often viewed as one and the same. Brian Abbey and Raymond Wynman, managing directors at Global Tax Management ...
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Keys to Surviving and Thriving in Public Accounting from 2020-04-17T11:13:58
In a podcast related to her feature in PICPA’s Guide to CPA Careers in a Changing Business Landscape, this year’s digital-only special edition of the Pennsylvania CPA Journal, ...
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Strong Client Service during COVID-19 Will Help You Build for the Future from 2020-04-16T11:00
Sometimes it may be hard to believe, but the coronavirus pandemic will eventually conclude. When the experience has passed, the CPA firms who are most likely to survive are the ones who extended...
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Inside the CARES Act: Effect on Tax Professionals, Small Businesses, and More from 2020-04-15T11:00
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law March 27, 2020, to provide economic relief for American taxpayers and businesses who are struggling during the ...
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Engaging Clients, Teams, and Employees During Coronavirus and Beyond from 2020-04-14T11:00
There is great fear that the mass isolation brought about by the coronavirus will erode the relationships that CPAs have cultivated with clients, colleagues, and employees, but that doesn’t have...
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Solidify Your CPA Bona Fides by Bolstering Soft Skills from 2020-04-13T11:00
For CPAs, the need for technical proficiency and an awareness of changes to standards and regulations will never go away. Still, in a competitive marketplace, the possession of CPA soft skills t...
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Client Service Must-Haves for CPA Firms from 2020-04-09T11:00
In the second of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the qualities that service system...
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OMB Addresses COVID-19’s Effect on Single Audits from 2020-04-07T11:00
On March 19, the Office of Management and Budget released Administrative Relief for Recipients and Applicants of Federal Financial Assistance Directly Impacted by the Novel Coronavirus Due t...
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Eliminate the Costly Mistake of Overpaying Suppliers from 2020-04-06T11:00
For a business, overpayment to a supplier can cause numerous complications. Not only might it result in damage to the company’s financial standing, it can also result in a time-consuming process...
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AICPA: More Coronavirus Tax Relief Needed from IRS and Treasury from 2020-03-31T11:00
While the IRS has posted guidance on the postponement of tax-filing and payment deadlines, there are still many more questions to be answered and concerns to be addressed for American taxpayers ...
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The Role of Defined Benefit Plans in the Future of Business from 2020-03-30T11:00
In our latest episode, Elliot Dinkin, president and CEO of Cowden Associates in Pittsburgh, joins us to discuss the current state of defined benefit plans, where they stand in the short and long...
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Clarifying the Treatment for Nonfinancial Contributions from 2020-03-23T11:00
The Financial Accounting Standards Board is seeking to clarify the reporting of nonfinancial contributions to nonprofits, so it released the first draft of a proposed Accounting Standards Update...
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Drug Diversion Risk Mitigation Practices Vital for Health Care Organizations from 2020-03-16T11:00
Drug diversion, which is the transfer of a legally prescribed controlled substance from the individual for whom it was prescribed to another person for illicit use, is a national crisis that aff...
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Coronavirus: The Economic Effect on Pennsylvania and the Nation from 2020-03-13T12:13:50
COVID-19, or coronavirus, is having a major impact on both a national and global scale. We have seen the postponing and cancellation of major sporting and cultural events and even the locking do...
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Research and Development: A Valuable Tax-Savings Tool Post-TCJA from 2020-03-09T11:00
The Tax Cuts and Jobs Act of 2017 eliminated many of the common credits and incentives that businesses relied upon to lessen their tax burden, but the research and development tax credit remains...
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Monthly Series on Firm Management: Top Metrics to Monitor from 2020-03-05T12:00
In the first of a five-part series on the priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., joins us to discuss the top five metric categories to kee...
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Leadership Imperatives for the Finance Team of the Future from 2020-03-02T12:00
In a podcast connected to his feature in the spring 2020 Pennsylvania CPA Journal, James J. Caruso, CPA, CGMA, discusses the finance team of the future and how leaders will have to evol...
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Talking to Yourself: CPA’s Letter to Herself Offers Career Development Advice from 2020-02-24T12:00
In the Careers & Lifestyles column of the spring 2020 Pennsylvania CPA Journal, Elizabeth Wilson, chief financial officer for Valley National Financial Advisors in Bethlehem, Pa., detai...
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Gov. Wolf’s Budget for Pennsylvania: What’s It Mean for CPAs? from 2020-02-17T12:00
On Feb. 4, 2020, Pennsylvania Gov. Tom Wolf detailed his vision for the 2020-2021 state budget in an address to the General Assembly. He discussed the cost of higher education, worker access to ...
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How CPAs Can Advise on Qualified Opportunity Zones from 2020-02-10T13:00
We explored Qualified Opportunity Zones with experts Chris Catarino and Steven Rossman, both CPAs at Drucker & Scaccetti in Philadelphia, Listen
Just in Time for Tax Season: Exploring the Rules of Cryptocurrency Taxation from 2020-02-06T13:00
The emergence of cryptocurrencies has introduced a whole new dimension to finance and taxation, and the IRS is jumping into the fray, including guidance on a new compliance measure to report on ...
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Behind Rep. Frank Ryan’s Plan to Bolster Pennsylvania’s Finances from 2020-02-03T13:00
Pennsylvania state Rep. Frank Ryan, CPA, sees other states, such as Illinois and Massachusetts, enduring fiscal struggles, and he is determined to ensure that Pennsylvania does not follow in the...
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Top CPA Firm Risks for 2020 and Beyond from 2020-01-27T13:00
CPA firms are facing numerous risks in 2020 and beyond. According to our guest, Ken Mackunis, executive vice president, professional firms, for Aon Affinity, technology adoption, talent issues, ...
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Talking to Clients, Customers about Wayfair from 2020-01-20T13:00
State and local tax experts continue to wrestle with the complexities of the 2018 South Dakota v. Wayfair U.S. Supreme Court decision. Part of that effort is finding a way to explain ho...
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Determining the Tax Details on Foreign Investments from 2020-01-13T13:00
Patrick J. McCormick, JD, a partner with Culhane Meadows, is a leading guest for CPA Conversations when it comes to international tax issues. We have relied on his expertise many times ...
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Understanding the Limits on Excess Trade and Business Losses from 2020-01-06T13:00
Following up on her thorough dissection of Section 163(j), Daria Palaschak...
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PICPA Advocacy Update: Expect “Easy” 2019 to Get Rough in the New Year from 2019-12-30T13:00
According to Peter Calcara, vice president of PICPA’s government relations team, 2019 was a relatively stress-free year in Harrisburg, but business should get more tense in 2020, highlighted by ...
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PICPA’s CPA Conversations Podcasts Celebrates 100,000 Downloads from 2019-12-23T13:00
On the occasion of the CPA Conversations podcast surpassing 100,000 downloads, PICPA’s Jim DeLuccia and Bill Hayes talked to the guests of our ten highest downloaded podcasts on topics ...
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Varying Types of Personnel Needed to Ensure Long-Term Firm Success from 2019-12-16T13:00
The rate at which technology is changing the CPA world is also changing the sorts of professionals CPA firms need to succeed. Getting this personnel formula correct is doubly important when you ...
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Distributed Ledger Technologies Increasing Efficiencies of Audit Process from 2019-12-09T13:00
Mark Eckerle of Withum Smith + Brown is “bullish” on distributed ledger technologies. Why? As he says in our latest episode, these advances have the potential to greatly improve processes for au...
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Diversity and Inclusion: A Business Imperative from 2019-12-02T13:00
According to Kimberly Ellison-Taylor, executive director, thought leadership, for Oracle, and immediate past president of the AICPA, the mind-set of “I’ve got my one” is definitely not how diver...
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Knowledge of Behavioral Economics Is Essential to the CPA Sales Process from 2019-11-25T13:00
Did you know that an offer of low fees could actually result in a potential client turning down your services? That people are much more motivated by the prospect of losses than they are by the ...
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New Approaches to Evaluate Health Benefits for Corporate CPAs from 2019-11-21T13:00
CPAs working in the corporate arena are often thrust into the role of health plan administrator, which is something they likely had little – if any – exposure to at any other point in their acco...
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