With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows.

The Concierge CPA

With Jackie Meyer

For CPA Trendlines

In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. 

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They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape. 

It's time to abandon outdated models and rethink everything.

Accounting Influencers

with Rob Brown

The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder of Leaders Online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

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Hood doesn’t mince words. “Technology has always been the biggest driver of change in our profession,” he says, pointing to generative AI as both a threat and a massive opportunity. Yet, he warns, “We're hearing parents tell students not to go into accounting because it's going away. I actually happen to think the exact opposite.”

Hood also zeroes in on what he calls the “moose in the room”-- the profession’s leaky talent pipeline. “Pay has not kept up, and we keep talking to students about how hard accounting is. That culture doesn’t resonate with this generation.”

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. 

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.

Drawing on more than two decades of marketing and advisory experience—including 14 years as Rehmann’s chief marketing and sales officer—Reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.

“Client experience is not just good service,” Reno says. “It’s the sum total of every touchpoint a client has with your firm—from onboarding to billing to final delivery—and what they think and feel about all those moments.”

Learn how to protect your time, energy, and sanity in a world of nonstop pings.

Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. 

In a recent episode, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, unpack the art—and science—of setting boundaries in the accounting profession. Their message: Boundaries aren’t barriers to productivity. They’re a foundation for it. 

“Burnout is essentially professional depression,” says Mason, CEO of High Rock Accounting. “When you’re constantly triggered and overwhelmed, it’s likely because your personal boundaries are being violated—and you haven’t defined or communicated them.” 

The trio tackles misconceptions head-on. While social media has sparked a “boundary backlash” culture—where some workers interpret boundaries as blanket refusals—they caution that healthy boundaries aren’t a free pass to underperform. 

High-net-worth clients are urged to act before the estate tax exemption expires in 2025.

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.”

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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.

The TCJA effectively doubled the lifetime estate and gift tax exemption to nearly $13 million per individual (over $25 million for married couples) in 2024. Without Congressional action, this amount could fall by half at the end of 2025.

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.”

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

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

Use AI to work smarter and connect deeper.

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.”

By embedding QuickBooks data directly into client emails, for instance, Schroeder’s team ensures that every communication is efficient and infused with empathy and relevance.

“Suddenly, now your response can be more human.”

Ascend’s model is built around what Schroeder calls holistic advisory, a blend of business and personal financial strategy that reflects the full picture of a client’s life.

“We help build a better future for you, your business, and your family. It’s about helping people create value—not just crunch numbers.”

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.

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.

“The perception remains that accounting is boring work. It couldn’t be farther from the truth,” says Cryder. She believes the profession suffers from an image problem impacting student enrollment and career choice, especially as finance and tech roles compete for top talent.

Stop billing. Start thrilling.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: Ditch the billable hour and lead with purpose.

Speaking with host Jean Caragher, president of Capstone Marketing, Dunn emphasizes that the profession's future lies not in tracking time but in creating lasting client outcomes and standing for something greater than profit. 

“It’s not about the inputs. It’s about the outcomes,” Dunn says. “When your vision becomes more powerful than your memories, your future becomes more powerful than your past.” 

More than 20 years after coauthoring The Firm of the Future, Dunn remains a fierce critic of time-based billing. He points to recent studies showing firms are beginning to move away from six-minute increments, but progress remains slow. 

Turn communication breakdowns into trust-building moments. 

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. 

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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 CPA Trendlines. 

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.”