Yoss: Get a REAL Data Backup Plan – Right Now | Quick Tech Talks
A disruption could cost thousands. A failure could cost everything.
Quick Tech Talk
With Steve Yoss
CPE Today
Video
Meyer: Tax Plans in 90 Seconds? Believe It | The Disruptors
Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.
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The Disruptors
With Liz Farr
Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”
CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
MORE Jackie Meyer and The Concierge CPA
MORE STREAMING: Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |
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Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.
DiJoseph and Mazabel: Estate Planning Is the New Advisory Power Play | Holistic Guide to Wealth Management
Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.
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By Rory Henry CFP®, BFA™
For CPA Trendlines
In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention.
As you’re probably sensing, we’re not just in the business of numbers today. We’re in the business of behavior and relationships. That’s the message during the latest Holistic Guide to Wealth Management book panel featuring Michael DiJoseph, CFA, a senior strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, head of Advisor Sales at Trust & Will. The discussion unpacks what 25 years of Vanguard’s Advisor Alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations.
Papin: A Bold Blueprint for Modernizing | The Concierge CPA
This interdisciplinary approach offers a glimpse into the future of the accounting profession.
This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.
Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.
Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.
“Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.
Huber: From Noise to Noteworthy | Accounting Influencers
Ditch bland blogs and craft content that actually converts.
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Accounting Influencers
With Rob Brown
In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be.
Instead of cranking out generic updates and lifeless newsletters, Huber challenges firms to rethink their approach. “Content is more than a checkbox. It’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.
Despite his statement, Huber does offer two checklists for evaluating and producing lead-generating content.