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CPA Conversations podcast

Oct 25, 2021

Michael Fischer, CFP, director and wealth adviser for Round Table Wealth Management, provides an in-depth exploration of the preliminary proposal recently presented by U.S. House Democrats to fund President Joe Biden’s $3.5 trillion spending package. As part of his examination, Fischer looks at the impact it could...


Oct 18, 2021

For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations, Loren Fogelman, price and profit coach for Business Success Solution, provides tips on the focal points to drive home when...


Oct 11, 2021

Ira Rosenbloom, chief executive officer of Optimum Strategies LLC in Spring House, Pa., joins us to examine the signs that it might be time for a CPA firm to think about a strategic merger. Among the signs he points to are weak new business, clients getting restless, and referrals beginning to run low.

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Oct 4, 2021

Kemberley Washington, CPA, a tax analyst with Forbes Advisor, joins us to discuss the monthly child tax credit. She goes in depth into who qualifies to receive it, whether taxpayers have to repay it, how eligibility is determined by the IRS, and more.

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