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CPA Conversations podcast

Oct 30, 2017

Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be...


Oct 23, 2017

CPA firms work best when their different departments communicate well with each other, but this is not something that can happen with a snap. Different personalities must find common ground, and people who may have been used to control have to come together on a group vision. To discuss how leaders of different...


Oct 19, 2017

The U.S. Department of Labor released important changes to the fiduciary standard in 2016, and many financial professionals have already implemented these regulations into their practices. But what exactly are these changes, and when is compliance required? Phillip Long, JD, vice president of employee benefits...


Oct 16, 2017

With so much competition in the CPA marketplace, firms can’t afford to allow their website – often the source of their first impression on potential clients – to be unfocused and inefficient. On this episode of CPA Conversations, Jay Baron, head of digital strategy for Madtown in the Dallas/Fort Worth...


Oct 12, 2017

Cases of financial abuse of the elderly are on the rise in Pennsylvania. This is especially alarming as the senior population continues to grow. Robin Weissmann, secretary of the Pennsylvania Department of Banking & Securities, discusses why CPAs are a natural fit to help the state fight these crimes and to protect some...