Busy season doesn’t have to feel like controlled chaos. In this episode Mark Gallegos, Tax Partner at Porte Brown, and his guest, Kelley Hare, dive into practical tax practice management strategies, from workflow and staffing to client expectations and technology, to deliver a smoother and more profitable tax season.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Dr. Kelly Richmond Pope joins host Mike Potenza to unpack whistleblowers—their stigma, motives, and impact. Pope outlines the “whistleblower triangle” and three archetypes: accidental, noble, and vigilante. Real-world cases span Dixon, Wells Fargo, Boeing, Hyundai, and more, revealing the risks, retaliation, and long legal roads many face, even with rewards under False Claims and Dodd Frank. Join us as Dr. Pope shares guidance for leaders on building safe reporting channels and for professionals weighing when—and how—to speak up.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Dr. Kelly Richmond Pope joins host Mike Potenza to unpack fraud’s ecosystem: the fraud triangle of pressure, opportunity, and rationalization, and the three perpetrator types—intentional, accidental, and righteous. They explore high-profile cases like Bernie Madoff and Enron, to the chilling Robert Courtney chemotherapy dilution scheme, along with everyday scams like receipt “shop listing.” Pope frames victims as innocent bystanders and organizational targets, warning how trust, weak controls, and new tech like deepfakes fuel risk. Join us for practical takeaways on how you can watch for red flags and strengthen controls to prevent fraud.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Dr. Sean Stein Smith, award winning faculty member at Lehman College, joins host Chris Mitchell to discuss how students can prepare for AI-integrated careers. Smith emphasizes ethical AI usage, continuous upskilling, and integrating tools like ChatGPT, Copilot, and Gemini into curriculum from day one. He stresses the importance of networking with AI users at companies, volunteering for AI projects, and leveraging free resources like Coursera. Come join us as Dr. Smith highlights how AI is now baseline for business graduates, enabling professionals to reach unprecedented productivity levels if used strategically.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

This year-end episode highlights the biggest tax developments of 2025 and what they mean for planning heading into filing season. Mark and his guest walk through the significant individual and business tax changes resulting from the One Big Beautiful Bill Act, tariff policy and other major tax changes.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

This year-end episode highlights the biggest tax developments of 2025 and what they mean for planning heading into filing season. Mark and his guest walk through the significant individual and business tax changes resulting from the One Big Beautiful Bill Act, tariff policy and other major tax changes.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

In this candid conversation, CPA Ellen Sulistio joins host Mike Potenza to recount her fascinating career journey. She describes her unexpected leap from psychology student to CPA, a decade-long audit career at PwC, an advisory stint at Deloitte, and her current role heading accounting advisory at the subscription-based start-up CPA Club, where she guides firms through the new QC 1000 quality-control standard. You won’t want to miss Ellen’s story, which spotlights the power of mentorship, continuous learning, and work-life balance, all while earning recognition as a 2025 “Woman to Watch.”

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Marketing executive Eric Elmore distills decades of experience into actionable guidance for CPA firms of any size. Drawing parallels between political campaigns and professional services, he shows how to craft a distinct brand persona, deploy laser-focused digital tactics, and harness CRM data to prove ROI. Elmore tackles common CPA roadblocks—seasonal crunches, reluctance to self-promote—and offers low-cost wins like thought-leadership blogs and local board service. His mantra—“be kind, give first, and track everything”—illustrates how consistent, metrics-driven storytelling can turn prospects into loyal advocates.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Host Mike Potenza sits down with Paul Perry, a CPA turned cybersecurity leader, to explore how a passion for data analytics and risk management reshaped his career.  Starting as a financial auditor, Perry evolved to lead Warren Averett's Risk Advisory and Assurance Services group, specializing in cybersecurity, data analytics, and IT controls. Perry demonstrates how combining accounting knowledge with technology skills creates exceptional value in today's business environment, while maintaining that AI will enhance rather than replace the accounting profession. If you’re an aspiring or seasoned accountant eager to future-proof your skills, this conversation is for you!

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Mark Gallegos, Tax Partner at Porte Brown, and his guest, Marty Finn, delve into some of the leading tax topics of the day. In this episode, they discuss turning complex succession and estate decisions into actionable plans—balancing control, fairness among heirs, liquidity, and efficiency.

Earn CPE by listening to this podcast through a Becker Prime CPE subscription.

Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.

Already a Becker Prime CPE customer?  Login here.

Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.

Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts