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 CPA CONVERSATIONS  PODCAST


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

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Episodes

  • The Role of Defined Benefit Plans in the Future of Business

    In our latest episode, Elliot Dinkin, president and CEO of Cowden Associates in Pittsburgh, joins us to discuss the current state of defined benefit plans, where they stand in the short and long term, and employee benefit plan derisking strategies.
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  • Clarifying the Treatment for Nonfinancial Contributions

    The Financial Accounting Standards Board is seeking to clarify the reporting of nonfinancial contributions to nonprofits, so it released the first draft of a proposed Accounting Standards Update on the topic. Ahead of the April 10 deadline for comment, we talked with Michael Cade, strategy consultant and executive coach for MFCCoach LLC in Morrisville, Pa., to get his thoughts on the proposed ASU. You can also get more insights from Cade at his blog, Not for Profit – Beyond the Numbers.
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  • Drug Diversion Risk Mitigation Practices Vital for Health Care Organizations

    Drug diversion, which is the transfer of a legally prescribed controlled substance from the individual for whom it was prescribed to another person for illicit use, is a national crisis that affects both public health and social and economic welfare. These activities can harm patients, health care professionals, and the organizations that employ them. It’s important for C suite professionals at health care organizations and CPA business advisers to play an active role in formulating a comprehensive risk and internal audit approach for drug diversion and protection. To discuss these issues, we spoke with Janice Ahlstrom and Kim Wylam of Baker Tilly Virchow Krause LLP. For even more details, check out their informative white paper on the issue.
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  • Coronavirus: The Economic Effect on Pennsylvania and the Nation

    COVID-19, or coronavirus, is having a major impact on both a national and global scale. We have seen the postponing and cancellation of major sporting and cultural events and even the locking down of entire countries. In this discussion with Pennsylvania state Rep. Frank Ryan, we explore the effect the outbreak is having on Pennsylvania, both on its economy or the health of its citizens. Make sure to check out PICPA’s webpage dedicated to the effects of coronavirus for information on upcoming PICPA events and additional resources.
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  • Research and Development: A Valuable Tax-Savings Tool Post-TCJA

    The Tax Cuts and Jobs Act of 2017 eliminated many of the common credits and incentives that businesses relied upon to lessen their tax burden, but the research and development tax credit remains. In this episode, Mike Krajcer, CPA, JD, president of Tax Credits Group LLC in Cleveland, discusses the companies that are eligible to claim the R&D credit, the benefits a company could expect to receive, and more.
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  • Monthly Series on Firm Management: Top Metrics to Monitor

    In the first of a five-part series on the priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., joins us to discuss the top five metric categories to keep an eye on to ensure success. Among the factors he covers are achieved rate per hour, gross profit margin, and pipeline management and turnover.
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  • Leadership Imperatives for the Finance Team of the Future

    In a podcast connected to his feature in the spring 2020 Pennsylvania CPA Journal, James J. Caruso, CPA, CGMA, discusses the finance team of the future and how leaders will have to evolve into ensure long-term success. He points to the learning finance teams will have to pursue, the value of intellectual curiosity to sustained individual growth, and the importance of communicating organizational purpose on a departmental level.
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  • Talking to Yourself: CPA’s Letter to Herself Offers Career Development Advice

    In the Careers & Lifestyles column of the spring 2020 Pennsylvania CPA Journal, Elizabeth Wilson, chief financial officer for Valley National Financial Advisors in Bethlehem, Pa., details how an interview for a tax season intern inspired her to write a letter to her younger self as a helpful word of advice to CPAs just starting out in the profession. In this podcast, she more deeply explores her tips for young CPAs, the ways writing the letter drove her to reflect upon her own experiences, and insights the self-communication provided on potential areas of growth.
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  • Gov. Wolf’s Budget for Pennsylvania: What’s It Mean for CPAs?

    On Feb. 4, 2020, Pennsylvania Gov. Tom Wolf detailed his vision for the 2020-2021 state budget in an address to the General Assembly. He discussed the cost of higher education, worker access to transportation, obstacles stopping would-be entrepreneurs from starting businesses, and more. But what were the most important points for PICPA members? To shine a light on the issues that will affect you, we spoke with Peter Calcara, PICPA’s vice president of government relations. For more information on legislative issues, make sure to check out Calcara’s PICPA Legislative Update webinar on Feb. 20.
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  • How CPAs Can Advise on Qualified Opportunity Zones

    We explored Qualified Opportunity Zones with experts Chris Catarino and Steven Rossman, both CPAs at Drucker & Scaccetti in Philadelphia, in July 2019. We have returned to them to discuss the Section 1031 exchange and how it compares with Qualified Opportunity Zones. Catarino and Rossman explain the differences between the two and when to use them.
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  • Just in Time for Tax Season: Exploring the Rules of Cryptocurrency Taxation

    The emergence of cryptocurrencies has introduced a whole new dimension to finance and taxation, and the IRS is jumping into the fray, including guidance on a new compliance measure to report on activity involving cryptocurrency. To get tax practitioners caught up during an adventurous new tax season, we talked to Shehan Chandrasekera, a PICPA member and head of tax strategy at CoinTracker in San Francisco.
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  • Behind Rep. Frank Ryan’s Plan to Bolster Pennsylvania’s Finances

    Pennsylvania state Rep. Frank Ryan, CPA, sees other states, such as Illinois and Massachusetts, enduring fiscal struggles, and he is determined to ensure that Pennsylvania does not follow in their footsteps. That is why he recently proposed a series of bills aimed at reducing the financial burden of the Keystone State. Get an inside look at Ryan’s legislative plan in this episode.
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  • Top CPA Firm Risks for 2020 and Beyond

    CPA firms are facing numerous risks in 2020 and beyond. According to our guest, Ken Mackunis, executive vice president, professional firms, for Aon Affinity, technology adoption, talent issues, and information security are at the top of the list. To learn why he places these concerns so high – and to hear about others – listen to our in-depth podcast.
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  • Talking to Clients, Customers about Wayfair

    State and local tax experts continue to wrestle with the complexities of the 2018 South Dakota v. Wayfair U.S. Supreme Court decision. Part of that effort is finding a way to explain how the decision affects the companies they work or the clients they serve. Ilya Lipin, managing director of state and local tax with BDO USA LLP, and Jennifer Weidler Karpchuk, senior counsel with Chamberlain Hrdlicka, review the key points of the case and how to communicate them. Both experts coauthored “Pennsylvania Online Sales Tax Law Changes after Wayfair” and this topic will be covered in greater length at PICPA’s CFOs and Controllers Conference on March 19, 2020, in King of Prussia.
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  • Determining the Tax Details on Foreign Investments

    Patrick J. McCormick, JD, a partner with Culhane Meadows, is a leading guest for CPA Conversations when it comes to international tax issues. We have relied on his expertise many times in the past. For this podcast, he discusses U.S. taxpayers who engage in foreign investments and maintain foreign holdings, and highlights threshold considerations, determining if a foreign entity is a trust, and much more.
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  • Understanding the Limits on Excess Trade and Business Losses

    Following up on her thorough dissection of Section 163(j), Daria Palaschak, CPA, MST, returns to CPA Conversations to discuss more fallout from the Tax Cuts and Jobs Act of 2017. The limitation on excess trade and business losses presents many challenges to tax practitioners and taxpayers alike. Palaschak, a partner in the tax department of Sisterson in Pittsburgh, discusses how the loss limitation works, the entities affected, IRS Form 461, and more.
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  • PICPA Advocacy Update: Expect “Easy” 2019 to Get Rough in the New Year

    According to Peter Calcara, vice president of PICPA’s government relations team, 2019 was a relatively stress-free year in Harrisburg, but business should get more tense in 2020, highlighted by numerous important elections and legislative priorities. In this podcast, Calcara recounts the advocacy work of 2019, including highlights for the PICPA and its members, as well as the major issues that will come to the foreground once the calendar flips to January.
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  • PICPA’s CPA Conversations Podcasts Celebrates 100,000 Downloads

    On the occasion of the CPA Conversations podcast surpassing 100,000 downloads, PICPA’s Jim DeLuccia and Bill Hayes talked to the guests of our ten highest downloaded podcasts on topics such as tax reform, client accounting services, the dangers of accepting a counteroffer, CPA talent recruitment, and more.
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  • Varying Types of Personnel Needed to Ensure Long-Term Firm Success

    The rate at which technology is changing the CPA world is also changing the sorts of professionals CPA firms need to succeed. Getting this personnel formula correct is doubly important when you are a practitioner nearing retirement and looking to replace yourself. To discuss the new CPA firm landscape as well as the individuals needed to ensure long-term success after an owner’s departure, we met with Ira Rosenbloom, chief operating executive for Optimum Strategies in Spring House, Pa.
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  • Distributed Ledger Technologies Increasing Efficiencies of Audit Process

    Mark Eckerle of Withum Smith + Brown is “bullish” on distributed ledger technologies. Why? As he says in our latest episode, these advances have the potential to greatly improve processes for auditing professionals.
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