PODCAST

Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

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These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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More Werner on Trump accounts.

Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

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Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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Supkis Cheek: Most Accountants Are Missing This AI Shift | ARC

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The profession is changing in ways that go far beyond automation.

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Originally published May 7, 2026 
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting.

His guest, Danielle Supkis Cheek, embodies that challenge.

As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point.

MORE Accounting ARC: AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |

Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.

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Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors

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PE makes CPA firms rethink strategy – even if they don’t want to sell.

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The Disruptors
With Liz Farr
For CPA Trendlines

With private equity becoming “a real player and a disruptor in the marketplace,” Ira Rosenbloom, CEO of Optimum Strategies, says, the dramatic influx of capital is intensifying competition for quality firms, especially those with strong client bases and growth potential.

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake 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 |

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Firms that PE wouldn’t touch are now being approached by brokers without accounting industry experience, hired by PE groups striving to “build an engine,” Rosenbloom says. But the unwanted attention has “helped some of the smaller firms quickly decide they don’t want to go down that path.” So they “take themselves out of the running for a PE situation quicker because of a better understanding of what private equity wants,” he explains.

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