Ask CPA Trendlines
Now, with smarter search, deeper analysis, more detailed responses (v.2.7).
Now, with smarter search, deeper analysis, more detailed responses (v.2.7).
Trump Accounts are for the benefit of children.
Quick Tax Tip
With Art Werner
CPE Today
Trump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account.
“The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money. Just face it, it’s free money.”
MORE Art Werner | MORE CPA Trendlines Streaming Network
Any child under age 18 with a Social Security number is eligible for a Trump account. Children born between 2025 and 2028 also qualify for a government contribution.
The profession’s fastest-growing opportunities help business owners make decisions—not just balance the books.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation
For many accounting students, the profession appears to offer two primary destinations: tax or audit.
But what if that’s only part of the story?
In the latest episode of Accounting Conversations, host Chayton Farlee, an assurance associate at CliftonLarsonAllen (CLA), welcomes Kaden Cook, CPA, CMA, a virtual CFO with Anders, for a conversation that challenges many of the assumptions students have about accounting careers.
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Cook’s own career follows a path that many students may not realize exists. He begins with bookkeeping, gains experience in accounts receivable and accounts payable, discovers outsourced accounting and eventually finds his way into advisory services, where he helps business owners make financial decisions rather than simply report financial results.
That distinction becomes one of the central themes of the conversation.

By CPA Trendlines Research
The newest activity in the CPA PE Deal Tracker™ from CPA Trendlines shows a sharper split between plain add-on acquisitions and platform-control events.
MORE Private Equity
The Tracker™ now follows 546 headline events, including 402 private equity acquisition rows, 493 institutional acquisition rows and 46 platform or control events since 2016.
Today’s update adds 17 verified entries since May 31: 14 in June and three so far in July. June shows 11 acquisitions and three platform-funding or control events. July adds two acquisitions and one new platform-funding event.
It may create costly leadership gaps that affect engagement, retention, and firm performance.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
Promotions are meant to strengthen an organization. But when firms elevate top performers without preparing them to lead, those promotions can become some of the most expensive decisions they make. The result is often disengaged employees, overwhelmed managers, and avoidable turnover.