PODCAST

Wasserman: Have Better Money Conversations | Holistic Guide to Wealth Management

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These delicate dialogues need structure, not spontaneity.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

Money is one of the things that people think about most. Yet, most people aren’t comfortable discussing it openly.

In a new episode of Holistic Guide to Wealth Management, we sit down with Erika Wasserman, CFT, a certified financial therapist, keynote speaker, and author of “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Money Mindset,” to talk about why money conversations about are so often avoided and how advisors, families, and individuals can begin to change that dynamic. 

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Wasserman’s journey into financial therapy was shaped by personal experience. She grew up in a rare household where talking about money was normal. She earned a degree in finance from the University of Florida and began her career consulting with IBM. Over time, major life transitions, including international moves, marriage, divorce, and raising three children, have deepened her understanding of how financial decisions intersect with emotions, identity, and relationships. 

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How to Outsmart the Big Four on AI | Accounting Voices

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Agility, transparency, and judgment matter more than billion-dollar platforms.

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Build a 7-figure firm in just 4 hours a week!

Accounting Voices
With Rob Brown

The Big Four are spending billions on artificial intelligence, cutting thousands of jobs, and reshaping how accounting work gets done. That scale can feel intimidating—especially if you’re running or working inside a small or mid-tier firm.

But here’s the counterintuitive truth explored in a recent episode of Accounting Voices:
The Big Four aren’t winning because of their budgets. They’re winning because of their discipline.

This episode breaks down what smaller firms and ambitious professionals can borrow from the AI strategies of PwC, KPMG, Deloitte, and EY—without trying to copy their scale.

The lesson is clear: clarity beats capability, and governance beats gadgets.

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Return Season is the New Stress Test | ARC

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E-commerce growth forces firms to rethink accruals, margins, and sustainability.

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

Build a 7-figure firm in just 4 hours a week!

Holiday shopping has never been easier. With a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items with minimal friction. But behind that convenience lies a complicated accounting reality—one that came into sharp focus during a recent episode of Accounting ARC.

MORE Accounting ARC: Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure

Hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, examine the financial, operational, and environmental consequences of e-commerce returns, using the holiday season as a lens to explore broader shifts in consumer behavior and business sustainability.

Industry research shows that nearly 25% of e-commerce purchases are returned after the holidays, compared with less than 9% of in-store retail purchases. For accounting teams, that disparity introduces volatility into revenue recognition, inventory valuation, and profitability forecasting—often at the worst possible time of year.

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Blake and Pryor: From a $550K Tax Bill to Near $0 | Big 4 Transparency

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Integrated planning, not heroics, creates life-changing outcomes for clients.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with Owen Pryor and Steve Blake, managing and senior managing advisors at Evans May Advisory, the sister firm to Evans May Wealth Advisory. Their premise is simple and radical: serve the client with unreasonable hospitality, align wealth and tax strategy, and deliver family-office convenience to high-net-worth families and growing owner-operated businesses. 

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Pryor and Blake describe a system built on proactive data sharing (with client consents in place) so the firm, not the client, chases documents, coordinates advisors, and executes. The impact shows up in small, high-leverage wins (e-paying taxes and killing paper vouchers, physically banking clients’ mailed checks twice a week, fully recording receivables) and in headline outcomes (structuring a family-farm sale from an estimated $550,000 tax bill to near $0 through planning; spotting missed depreciation and back-catching via Form 3115; introducing lesser-known international strategies like ICDIS where relevant). The result is relief for clients and measurable ROI that converts conversations into scope. 

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