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CPA Conversations podcast

Oct 28, 2019

Bolster your benefits package? Introduce flexible hours? Bump up a salary or two? No doubt, these are effective ways to keep your employees happy, but according to Liz Farr, chief content creator for Farr Communications, one of the best ways to help retain valued employees might also be one of the easiest and cheapest:...


Oct 21, 2019

CPAs with clients who are exploring succession planning and exit strategies may want to consider employee stock ownership plans (ESOPs). Mark Flinchum, Mark Kossow, and Andy Manchir discuss the advantages and disadvantages of ESOPs for companies, sellers, and employees. Flinchum and Manchir are co-chairs of the ESOP...


Oct 17, 2019

Communicating complex financial issues to nonfinancial professionals is essential for CPAs working in forensic accounting and business valuation. Chris Mercer, founder and CEO of Mercer Capital in Memphis, Tenn., specializes in how accounting professionals can better talk to judges and juries. Mercer will speak on this...


Oct 14, 2019

The expertise of CFOs can play a major role in an organization’s decision to undergo a strategic business transformation. So, it is important to be fully informed on types of transformations, reasons to undergo them, and the pitfalls you may run into along the way. For this reason, we spoke to J. Stephen McNally, CPA,...


Oct 10, 2019

Shifting from accumulation to the distribution phase in retirement poses various challenges for personal financial planners. Jamie Hopkins, JD, LLM, CFP, director of retirement research for Carson Wealth, discusses these challenges and the reasons to focus on safety in a decumulation portfolio. Hopkins will speak at...