Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Why equity is the new standard for talent retention.
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
PODCAST
Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC
Decode energy signals & stay sharp even when you’re running low.
Accounting ARC
With Liz Mason and Donny Shimamoto
Poe: What P.E. Really Wants from Firms | The Disruptors
Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
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The Disruptors
With Liz Farr
Brannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit.
“I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client service philosophies that are aligned,” he explains.
MORE STREAMING:MORE STREAMING: Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |
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For sellers, choosing the right buyer matters as much as the price. “I find that the sellers in particular, who keep their focus on fit and choose the right buyer, usually are the happiest with their exit.”
The last few years have created favorable conditions for accounting firm sales, but not for everyone.
Gordon: The Most Powerful Sentence You’ll Learn | The Concierge CPA
The silver bullet technique can transform messaging and persuasion.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Go PRO – Get More! Go PRO! See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
Most accounting professionals do extraordinary work—and still struggle to explain why it matters.
That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.
The result is an episode that feels less like a marketing lesson—and more like a wake-up call for tax professionals who know their value but haven’t quite figured out how to communicate it.
Early in the episode, Meyer names a frustration that resonates across the profession: most tax professionals create real value, yet struggle to articulate it in a way that inspires action.
That gap isn’t about intelligence or effort. It’s about messaging.
Werner: Avoid Tax Surprises for Clients | Quick Tax Tip
Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough.
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Quick Tax Tip
With Art Werner
CPE Today
Surprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year.
Tax attorney Art Werner, JD, points to predictable triggers: income that rises while withholding stays flat, investment activity that isn’t incorporated into estimates, and planning decisions made without coordination across the return.
Variable income is a frequent culprit. Bonuses, equity compensation, retirement withdrawals, and side-business earnings can easily push clients into higher brackets or trigger phaseouts.