CPA Conversations Podcast icon


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


Subscribe on your favorite podcast app.

Available via: 

Topic Suggestions

Have a suggestion for a topic? Want to be a guest blogger or speaker? Let us know!


  • Required Minimum Distributions after SECURE and CARES Acts

    In a preview of her Personal Financial Planning column in the summer 2020 Pennsylvania CPA Journal, Laurie A. Siebert, CPA, discusses changes to required minimum distribution rules as a result of two important pieces of legislation: the SECURE Act and the coronavirus response CARES Act. She goes in-depth on how the changes will affect advice to clients and the need for a coordinated effort by a client’s team of advisers.
    Full story
  • Update on the Fight to Protect Responsible Professional Licensing

    Following up on a podcast we did in October 2019, we are joined again by Skip Braziel, vice president of state regulation and legislation for the AICPA, and, for the first time, by Veronica Meadows, senior director of strategy for the Council of Landscape Architectural Registration Boards. In this podcast we discuss the ongoing fight to ensure responsible licensing for professions that protect the public interest. We also have valuable updates on a national survey conducted to measure public opinion on professional licensing, and discuss how the coronavirus pandemic has affected this issue.
    Full story
  • COVID-19 and the Impact on Financial Reporting

    In a preview of his Accounting & Assurance column in the summer 2020 Pennsylvania CPA Journal, James J. Newhard, CPA, talks to us about the coronavirus pandemic’s effect on financial reports, focusing on areas such as revenue recognition and risks and uncertainties. He also discusses the general turbulence the crisis is bringing to the auditor’s role.
    Full story
  • Ins and Outs of Outsourcing in Public Schools

    In a preview of his presentation at the May 29 PICPA Pennsylvania School District Conference, Peter Amuso, a partner with Rudolph Clarke LLC, sits with us to discuss outsourcing in public schools. Particularly, he addresses the adding of Section 528 to the Public School Code, the effect on labor negotiations, and the benefits of third-party contracting.
    Full story
  • One CPA’s Experience with Cloud Computing Technology

    Search the internet for articles on cloud computing: it wouldn’t be hard to find stories covering the benefits of cloud computing for CPAs. However, it also wouldn’t be difficult to find pieces warning about the dangers of housing client data on an external server. So, we figured why not talk directly to a CPA about her cloud computing experience and then let you decide for yourself. That’s why we are talking to Irene Wachsler of Wachsler CPA LLC. Wachsler addresses the fears about data security in the cloud, the technology’s effect on time savings, and its usefulness for tax season prep.
    Full story
  • CPA Firm Succession Planning Priorities

    In the third segment of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the musts in the area of succession planning. Among the aspects he discusses are team composition, organizational vision, and timeline concerns.
    Full story
  • Effective Interviewing a Must for Forensic CPAs

    Forensic CPAs are among the most curious and inquisitive of accountants just by the nature of their jobs. But innate curiosity doesn’t mean that one automatically knows everything about conducting a good forensic interview. Frederick Kohm, partner, forensic advisory services, with Grant Thornton in Philadelphia, joins CPA Conversations to share a series of tips for conducting more effective and efficient forensic interviews. He explores the importance of setting an interview’s tone, the value of nonverbal cues, and what it means to establish a baseline to gauge an interviewee’s truthfulness.
    Full story
  • Technology, Workforce Helping to Evolve the Tax Profession

    In a podcast related to his feature in PICPA’s Guide to CPA Careers in a Changing Business Landscape, this year’s digital-only special edition of the Pennsylvania CPA Journal, Walter Gavula, director of talent development for Drucker & Scaccetti in Philadelphia, discusses why tax organizations need to evolve with their workforce in the areas of upskilling and alternative work arrangements.
    Full story
  • Fraud on the Uptick During Coronavirus Pandemic

    Times of economic struggle are fertile ground for fraudsters, and the coronavirus pandemic is no exception. In fact, according to the Federal Trade Commission, Americans have fallen victim to $13.4 million worth of COVID schemes since the beginning of 2020. To discuss the types of scams that are going on right now and how CPAs can arm both themselves and their clients to avoid the traps, we met with Steven Blum of the compliance, forensics, and intelligence department of Control Risks.
    Full story
  • Filing Business Interruption Claims Due to Coronavirus Disruption

    The coronavirus not only has wrought havoc on our collective health, but also on the stability of our businesses and the economy. As a result, many organizations will be filing business disruption claims in an attempt to stem some of the damage. In this podcast, we talk with Jeffrey Willoughby, director with Forensic Resolutions Inc. in Westmont, N.J., to discuss the number of business disruption claims, the basic components of such claims, and the timeframe for the recovery of businesses who go through this process.
    Full story
  • Nonprofit CPAs: There’s No “Mission Accomplished” Without Understanding Performance

    Stemming from a blog he authored for PICPA’s CPA Now, Michael Cade, strategy consultant and executive coach for MFCCoach LLC in Morrisville, joins us to discuss how vital it is for CPAs at nonprofits to understand organizational performance if they are going to help their employers achieve their missions. He provides details on critical driver analytics and communicating with nonprofit leaders. Get more insights from Cade at his blog, Not for Profit – Beyond the Numbers.
    Full story
  • More Paycheck Protection Program Funding Needed for Small Businesses

    In early April 2020, the Paycheck Protection Program was established to help support small businesses suffering at the hands of the coronavirus pandemic. But the $349 billion originally allotted to the fund quickly dried up. According to Carl Peterson, AICPA’s vice president of small firm interests, additional funds need to be made available as soon as possible, and the timing of the eight-week payroll support needs flexibility.
    Full story
  • Separating Stewardship and SGNA Is Vital Under the TCJA

    For tax purposes, stewardship and selling, general, and administrative expenses are often viewed as one and the same. Brian Abbey and Raymond Wynman, managing directors at Global Tax Management Inc., join us to drive home why, now that 2017’s Tax Cuts and Jobs Act has settled in, it is important for taxpayers to accurately separate the two categories when filing their taxes.
    Full story
  • Keys to Surviving and Thriving in Public Accounting

    In a podcast related to her feature in PICPA’s Guide to CPA Careers in a Changing Business Landscape, this year’s digital-only special edition of the Pennsylvania CPA Journal, Lauren Lear, manager of finance and accounting outsourcing for RSM US LLP in Plymouth Meeting, Pa., recounts her experiences in the public accounting field. She offers tips for staying organized, relieving stress, and taking advantage of all the benefits a life in public accounting offers.
    Full story
  • Strong Client Service during COVID-19 Will Help You Build for the Future

    Sometimes it may be hard to believe, but the coronavirus pandemic will eventually conclude. When the experience has passed, the CPA firms who are most likely to survive are the ones who extended the best experience to their clients during the struggle. According to Sarah Johnson Dobek, founder and president of Inovautus Consulting, president of CPAsNET, and a member of the Accounting Today Top 100 Most Influential People, that experience includes reaching out to clients to get a feel for how they are dealing with an unprecedented situation, prioritizing discussions with your best clients, and being empathetic in the area of fee collection.
    Full story
  • Inside the CARES Act: Effect on Tax Professionals, Small Businesses, and More

    The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law March 27, 2020, to provide economic relief for American taxpayers and businesses who are struggling during the fight against the COVID-19 pandemic. Julio Gonzalez, CEO and founder of Engineered Tax Services, joins us to discuss the goals of the legislation, its impact on tax professionals, and steps small businesses can take to leverage its benefits in these distressing times.
    Full story
  • Engaging Clients, Teams, and Employees During Coronavirus and Beyond

    There is great fear that the mass isolation brought about by the coronavirus will erode the relationships that CPAs have cultivated with clients, colleagues, and employees, but that doesn’t have to be case, says our guest, Amy Leschke-Kahle, vice president of performance acceleration at The Marcus Buckingham Group, an ADP Company. In today’s discussion, she offers tips for engagement that can last through the struggles of the pandemic and still be applied once we all have returned to normalcy.
    Full story
  • Solidify Your CPA Bona Fides by Bolstering Soft Skills

    For CPAs, the need for technical proficiency and an awareness of changes to standards and regulations will never go away. Still, in a competitive marketplace, the possession of CPA soft skills takes on an even larger importance. To talk through several of these skills, such as networking, social media marketing, and personal branding, we met with Edward Mendlowitz, a partner with Withum Smith+Brown, an author of 27 books, and a member of the Accounting Today Top 100 Most Influential People in Accounting.
    Full story
  • Client Service Must-Haves for CPA Firms

    In the second of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the qualities that service systems must have to satisfy clients. Among the traits he touches upon are accessibility, proactivity, and time-sensitivity.
    Full story
  • OMB Addresses COVID-19’s Effect on Single Audits

    On March 19, the Office of Management and Budget released Administrative Relief for Recipients and Applicants of Federal Financial Assistance Directly Impacted by the Novel Coronavirus Due to Loss of Operations. This memorandum is set to have a major impact on how single audits are performed in the near term. To discuss this guidance, Maher Duessel’s Diane Edelstein addresses the six-month extension to the single audit due date, the amount of documentation needed to explain the delayed filing, and additional single audit matters that will likely require guidance in the near future.
    Full story
Belong. Grow. Achieve.

From networking to the latest industry updates, learn how a PICPA membership supports Pennsylvania CPAs.

Join Today