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Oktoberfest, Tacos & Tequila, Community Service, and CPE


  • Lesley Brown

    CPA Futures Begin at Year End

    Accounting Career Day programs have been a staple of PICPA’s student outreach efforts for countless years. They may have changed in style and name, but they’ve also grown in attendance and popularity.
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  • Michael A. Zaydon, CPA

    Benefits of Mentoring: From the Mentor’s Perspective

    It can be difficult to entice experienced professionals to give of their limited time and mentor those who are following in their footsteps. To grow the mentor pool, we should emphasize three propositions: value to the mentor, ease of connecting, and a more natural structure for the relationship.
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CPA Conversations

  • The Advantages and Disadvantages of ESOPs

    CPAs with clients who are exploring succession planning and exit strategies may want to consider employee stock ownership plans (ESOPs). Mark Flinchum, Mark Kossow, and Andy Manchir discuss the advantages and disadvantages of ESOPs for companies, sellers, and employees. Flinchum and Manchir are co-chairs of the ESOP Services Group of Katz Sapper & Miller in Indianapolis, Ind., and Kossow is a member of Clark Hill PLC in Princeton, N.J.
  • Forensic Accounting and Business Valuation: Explaining Them to Judges and Juries

    Communicating complex financial issues to nonfinancial professionals is essential for CPAs working in forensic accounting and business valuation. Chris Mercer, founder and CEO of Mercer Capital in Memphis, Tenn., specializes in how accounting professionals can better talk to judges and juries. Mercer will speak on this issue and what you need to know about buy/sell agreements when working with attorneys and referral sources at PICPA’s 2019 Valuation and Forensic Accounting Conference on Nov. 18 in King of Prussia, Pa. Mercer provides a preview of these critical topics in this episode.
Member Spotlight

David S. Markle, CPA – Media Contributor

MarkleDavid Markle is a CPA financial planner with Markle Wealth Management in Danielsville, Pa. He was quoted in a recent Financial Advisor story on year-end tax planning for wealthy clients, in addition to a New York Times story on having a mortgage as part of a retirement plan.

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