CPA Conversations about accounting news

The CPA Conversations podcast series focuses on accounting-related news and hot topics.

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Episodes

  • CFO Involvement Is Key in an Organization’s Digital Transformation

    Cybersecurity, artificial intelligence, robotic process automation: everywhere you look, business processes are becoming more digitized. According to a recent report from RSM US LLP, CFOs need to take a larger role in driving the strategies of their organizations when it comes to technological progress. To discuss the report, we spoke with Bill Kracunas, a principal with RSM, about his takeaways from the responses.
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  • Retain Your Future Leaders by Keeping Them Engaged and Invested

    In today’s competitive CPA marketplace, you must make sure that your best and brightest CPAs remain invested and engaged. To explore ways to achieve this goal, we spoke to Jennifer Wilson, partner and cofounder of ConvergenceCoaching LLC, in a wide-ranging discussion on some of the most pressing topics in the accounting workplace.
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  • Corporate Tax Planning with Solar Equity

    According to Brian Jones, CEO of Windmill Capital Management in Menlo Park, Calif., solar tax equity has been increasing in popularity since 2008. Solar tax equity is an ownership position in a solar project that receives most of the tax benefits from the project. Jones discusses the tax planning opportunities surrounding this concept and what they mean for corporate accountants.
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  • Calculating Future Damages for the Undocumented Plaintiff

    Death from unintentional injury ranks as the third leading cause of death in the United States. Forensic CPAs are frequently tasked with calculating the future earnings of these individuals for the purpose of litigation. This task is complicated when the person in question is an undocumented immigrant. In this episode of CPA Conversations, Marion Wickersham of Forensic Resolutions Inc. discusses this topic, which is derived from the Forensic Accounting column in the spring 2019 Pennsylvania CPA Journal.
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  • Outsourcing Tax Work During Busy Season

    Outsourcing accounting functions is not a new concept for businesses, but it’s also a legitimate option for understaffed CPA firms during tax season. Randy Kreider, CPA, president and founder of InHome Accountants, explains the types of work that can be outsourced, client disclosure requirements, and how outsourcers can be managed.
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  • Stopping Elder Financial Fraud Means Knowing What to Look For

    As the ages of baby-boomers in the United States rise, the rate of elder financial fraud is expected to grow as well. It’s the job of CPAs to know the signs of elder financial fraud and do everything within their power to ensure that it does not happen to their clients. Such is the premise of “Elder Financial Abuse Is a Growing Problem: CPAs Can Help Prevent It,” a feature from the spring 2019 Pennsylvania CPA Journal. We discuss the article with authors Howard Silverstone and Irina Balashova of Forensic Resolutions Inc.
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  • Take Cybersecurity Seriously: Comprehensive Training for All Employees

    With phishing still the preferred mode of attack for most hackers, it’s well past time to move beyond the simple email alert as the main way of telling employees not to click on suspicious emails. In this episode of CPA Conversations, Eldon Sprickerhoff, founder and chief innovation officer for eSentire, says firms and companies must consider detailed cybersecurity training for all employees.
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  • Managing Time Off in a Deadline-Driven Environment

    The accounting profession has long been identified with long hours and challenging busy seasons. However, many people who are entering the profession (as well as a number of those who have been a part of it for years) expect a certain amount of balance between their professional and personal lives. In this podcast, we talk to Mike De Stefano, vice president of finance for Lucknow-Highspire Terminals LLC in Middletown, Pa., about the revitalizing nature of time off and how managers can keep their staffs engaged when hours away from the office may not be feasible.
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  • Early Adopters Confront the Challenges of Revenue Recognition

    Implementation of new revenue recognition standards was always going to be a challenge, no matter the timing. Hopefully, those companies who come later can learn a little bit from those brave souls who are showing the way: the early adopters. Rob Peters, senior director of Intelligize, discusses the findings of his company’s report on revenue recognition early adoption trends, Impact of Revenue Recognition Standards on Private Companies.
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  • From England to the States and Back Again: A Prestigious Honor for a Pennsylvania CPA

    Members of the PICPA hold many different credentials and certifications that they proudly display with their names, but we’re confident that we have never seen MBE before. That’s because it stands for Member of the Most Excellent Order of the British Empire, and it’s awarded by Queen Elizabeth II. This unique honor was recently presented to PICPA member Howard Silverstone, director and cofounder of Forensic Resolutions Inc., and he joins us to discuss why he received it, what it’s like to meet Prince William, and how his family reacted when they got the news.
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  • Automation, Financial Technology: Changing Business-to-Business Payments

    It seems like a pretty simple transaction. One business does a service for another business. The recipient then pays the service provider. How that transaction was traditionally made – using paper checks and the U.S. mail – is going the way of the dinosaur. Automated processes are on the rise. To walk us through this evolution, we spoke with Karla Friede, CEO of Nvoicepay.
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  • What New State Legislators Could Mean for Pennsylvania CPAs

    More than 40 new members of the Pennsylvania House and Senate were sworn in Jan. 1, 2019. Peter Calcara, vice president of PICPA’s government relations team, details how these new legislators could address major issues affecting CPAs – like combined reporting and tax reform – in the 2019-2020 session.
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  • The Private Company Council Election’s Impact on Valuation

    What is the “Private Company Council election?” According to a new report from Pine Hill Group, it is “a proposal that sought to provide businesses with an alternative to the requirement that they separately recognize certain customer-related intangible assets and noncompetition agreements at fair value.” That’s the definition. To go deeper, we met with Curtis Farrow, a manager with Pine Hill Group, and discussed the benefits of the election, the impact on valuation fees, and more.
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  • Preimmigration Tax Planning

    Tax planning is typically a year-round exercise for CPAs and their clients. One area that has gained momentum recently is preimmigration tax planning, which is relevant for nonresident aliens who are contemplating becoming either U.S. residents or U.S. citizens (collectively U.S. taxpayers). Planning focuses on the disparities in how nonresident aliens and U.S. taxpayers are taxed, both in the income tax and transfer tax context. Patrick J. McCormick, JD, LLM, a principal with Drucker & Scaccetti in Philadelphia, provides advice and strategies for practitioners in this area.
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  • Exploring The Laws of Wealth with Author Daniel Crosby

    Mike Briglia, CPA, CFP, interviews Dr. Daniel Crosby on his latest book, The Laws of Wealth: Psychology and the Secret to Investing Success. They explore the behavioral factors that determine the success or failure of investors, the value of robo-investing platforms, and why “diversification means always having to say you’re sorry.”
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  • The Power of the 179D Deduction

    Significant tax savings exist for companies seeking to “go green” via the EPAct’s Section 179D deduction. Bruce Johnson, founding partner with Capstan Tax Strategies in Jenkintown, Pa., and himself an engineer, discusses how this deduction – passed through the federal Energy Policy Act of 2005 – allows companies to save money while helping the environment.
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  • Advising Clients on Preretirement Health Care and Medicare Decisions

    Many people preparing for retirement don’t fully appreciate the cost of health care and Medicare. Kyle Stuckey, CPA, PFS, CFP, provides tips to personal financial planners on advising clients on these matters. Stuckey, of JFS Wealth Advisors in Camp Hill, Pa., shares his experiences of client challenges and how practitioners can overcome them.
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  • Enhanced Data Security for Tax Preparers

    The season for filing 2018 tax returns is almost upon us, which means tax practitioners will need to ensure they are properly securing their clients’ data. Torpey White, CPA, CISA, CITP, a partner with Wipfli and Consultants in Media, Pa., discusses potential new scams and what practitioners should do before, and during, tax season to protect sensitive data.
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  • Never Too Early to Prep for Tax Season Success

    Nothing keeps firms, employees, and clients happier than a smooth, successful tax season. To accomplish that, it takes planning, especially in a year after momentous tax reform and the significant Supreme Court decision in South Dakota v. Wayfair. To discuss how you can ensure that your firm’s tax season goes off with minimal hitches, we talked to Debbie Rood, risk control consulting director with CNA Insurance in Chicago.
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  • Two at the Top: The Emergence of Nonprofit Co-leadership

    “Two heads are better than one” is a popular saying, but is it true when it comes to running a nonprofit? Some nonprofits are testing the theory by adopting the nonprofit co-leadership model, which takes decision-making power out of the hands of one person and allows multiple individuals to have a say before a final call is made. This episode of CPA Conversations looks inside the approach with Michael Cade, a strategy consultant and executive coach for MFCCoach LLC in Morrisville, Pa.
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