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CPA Conversations podcast

Jan 29, 2018

It’s a major nightmare for CPAs, especially tax practitioners: a hacker gains access to sensitive client data and files fraudulent returns. Susan Jarvis, CPA, gives her first-hand account of what she experienced during the 2016 tax filing season. Jarvis explains her personal story and shares advice with peers on how...


Jan 22, 2018

The Pennsylvania Department of Revenue’s Pass-Through Business Office (PTBO) created the Sales, Use, and Hotel Occupancy Tax Desk Review program in 2015. Steve Kinsinger, revenue fiscal analyst supervisor at the PTBO, provides an update on the program and what CPAs need to know about working with the department to...


Jan 18, 2018

The path to CPA partnership includes obtaining a wealth of technical skills, but it also requires an ability to expand the client base. In this edition of CPA Conversations, Donna Massanova, CPA, a partner at Baker Tilly Virchow Krause LLP, practice leader for the employee benefit plans audit service group, and leader...


Jan 15, 2018

“Do I have enough money?” This common question posed by many clients as they approach retirement probably does not shock you. Of course, the answer largely depends on each client’s investment portfolio and savings. Still, CPAs can help assuage their clients’ fears by asking them the right questions. Larry...


Jan 8, 2018

Much has been made of the importance of acquiring the CPA designation – and rightfully so. But there is another credential that can mean wonders for CPAs in business and industry: the CGMA. On this edition of CPA Conversations, we talk to Jeffrey Mitch, CPA, CGMA, about the value of the credential, why people...