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CPA Conversations

  • Networking & Mentoring Tips for Future CPA Partners

    The path to CPA partnership includes obtaining a wealth of technical skills, but it also requires an ability to expand the client base. In this edition of CPA Conversations, Donna Massanova, CPA, a partner at Baker Tilly Virchow Krause LLP, practice leader for the employee benefit plans audit service group, and leader of the Philadelphia real estate and construction group, provides tips on networking and mentoring and explains their role in becoming a partner.
  • Addressing What’s Most Critical for Clients in Retirement

    “Do I have enough money?” This common question posed by many clients as they approach retirement probably does not shock you. Of course, the answer largely depends on each client’s investment portfolio and savings. Still, CPAs can help assuage their clients’ fears by asking them the right questions. Larry Portnoff, a PICPA member who runs AI Advisor, explains how CPAs should think about their clients’ needs for retirement.
Member Spotlight

Jay A. Cooper - Greater Philadelphia Chapter Member and PICPA Cares Participant

Jay Cooper

Jay A. Cooper, Greater Philadelphia Chapter, helped mobilize volunteers for several events, including the Crohn’s & Colitis Foundation 5k and Operation Brotherly Love for PICPA Cares.

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