Accounting Podcasts

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Practical Accountant Podcasts

Date: April 10, 2009
Time: 04:28PM ET

Jeff Stimpson, senior reporter at the Practical Accountant, talks about the February/March issue.

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Samuel A. DiPiazza Jr. Podcast

Date: July 8, 2009
Time: 05:35PM ET

PricewaterhouseCoopers International CEO Samuel A. DiPiazza comments on the role of the accounting profession in the midst of the recession, the IFRS roadmap, predictions for the economy, and future challenges for the profession.

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Richard Chambers Podcast

Date: October 21, 2009
Time: 05:23PM ET

Institute of Internal Auditors president Richard Chambers comments on the role of internal audit in the risk management function.

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Expiring Tax Breaks

Date: December 7, 2009
Time: 03:53PM ET

Clifton Gunderson partner discusses several expiring tax breaks that businesses and individuals should take advantage of while they still have time.

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Boomers v. Millenials

Date: January 25, 2010
Time: 03:55PM ET

Listen to Jason Blumer, CPA, CFE, and managing shareholder at Blumer & Associates, CPA, in Greenville, S.C., talk about what he believes is the difference between Baby Boomer and Millennial CPAs. Read the rest of Blumer’s interview in the March 15 issue of Accounting Today.

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Intacct Winter 2010 Release

Date: January 27, 2010
Time: 04:09PM ET

Intacct vice president of product marketing Betsy Bland discusses the new features in the most recent release of the company's cloud-based accounting and business management solution.

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The Tax Implications of the State of the Union

Date: January 28, 2010
Time: 03:56PM ET

AICPA vice president of taxation Tom Ochsenschlager discusses the likely tax law implications of President Obama's State of the Union speech with Accounting Today editor Roger Russell.

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Bringing on a New Marketing Director

Date: February 3, 2010
Time: 04:19PM ET

What's it take to matriculate a new marketing director into your firm? Hear Michael Daszkal, CPA and managing partner, and Brian Swanson, director of marketing and business development, of Daszkal Bolton LLP in Boca Raton, Fla., offer tips on how marketing directors can ease themselves into the culture of their new firm and what partners can do to help.

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Teaching Clients 'Rich Habits'

Date: February 4, 2010
Time: 12:26PM ET

CPA Tom Corley, president of N.J.-based Cerefice & Co. and author of "Rich Habits," talks about how CPAs can find success by teaching their clients to be more successful.

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Estate Valuation for Celebrities

Date: February 5, 2010
Time: 12:46PM ET

President of FMV Opinions discusses estate valuation and planning for celebrities like Peanuts cartoonist Charles Schultz and the uncertain state of the estate tax.

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Freed Maxick's Digital Twitter Billboard

Date: February 11, 2010
Time: 04:13PM ET

Hear Eric Majchrzak, marketing manager at Freed Maxick & Battaglia, talk about how a digital Twitter billboard brought some social media buzz to his firm.

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Taxation of Forgiven Debt

Date: February 12, 2010
Time: 10:31AM ET

As the recession sparks an upsurge in forgiven debt of all kinds, William Massey, a senior tax analyst at the Tax & Accounting business of Thomson Reuters, discusses how taxpayers and tax preparers need to handle it in this podcast.

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The Passionate Accountant

Date: February 19, 2010
Time: 03:16PM ET

Yes, the passionate accountant does exist! Hear Edi Osborne, chief executive of consulting firm Mentor Plus, talk about her brain child,, a new Web site for accountants to share their success stories.

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An Expanded Role for XBRL

Date: February 23, 2010
Time: 03:46PM ET

XBRL International CEO Tony Fragnito and other executives hope to broaden the technology beyond financial statements.

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African-Americans Frustrated in Accounting

Date: February 25, 2010
Time: 05:55PM ET

Listen to Frank Ross, director of Howard University’s Center for Accounting Education, discuss a new study that found many African Americans leaving public accounting out of frustration with a lack of advancement.

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The SEC and IFRS

Date: February 26, 2010
Time: 04:29PM ET

Deloitte partner talks about the SEC's latest statement and work plan for moving to global accounting standards.

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Protecting Tax Returns

Date: March 1, 2010
Time: 05:01PM ET

Identity Finder CEO offers tips on protecting tax returns from hackers and identity thieves this tax season.

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NetSuite's New Channel Program Promotion

Date: March 2, 2010
Time: 10:24AM ET

NetSuite vice president of channel sales Craig West details the vendor's new promotion for attracting resellers to its cloud-based accounting and business management system.

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Armanino McKenna's CFO Agenda

Date: March 4, 2010
Time: 10:17AM ET

Tom Mescall, partner-in-charge of consulting at California-based Top 100 Firm Armanino McKenna, describes their unique business development strategy. For more on AM’s CFO Agenda, visit

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Mobile Marketing

Date: March 10, 2010
Time: 04:03PM ET

Listen to Kristin Gentry, president of Savvy Social Media Marketing, a new social media and Web marketing training and consulting firm, talk about how mobile marketing is the way of the future.

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The IRS Gets Aggressive with International Business

Date: March 16, 2010
Time: 11:42AM ET

David Gannaway, a former IRS agent who is now a director in the Litigation and Corporate Financial Advisory Services Group at the New York accounting firm Marks Paneth & Shron LLP, talks about why the IRS’s tax enforcement efforts have become more aggressive with companies that do business internationally.

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State Tax Trends

Date: March 18, 2010
Time: 02:55PM ET

Carla Yrjanson, senior director of research at Sabrix Tax Services, a Thomson Reuters Tax and Accounting Business, talks about the Amazon tax and other trends in state taxation.

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Tax Implications of the HIRE Act

Date: March 19, 2010
Time: 01:30PM ET

Lewis Taub, tax director at RSM McGladrey in New York, talks about the tax implications of the HIRE Act., the jobs legislation signed into law by President Obama to provide businesses with tax breaks for hiring and retaining new employees.

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Mass Career Customization

Date: March 25, 2010
Time: 04:10PM ET

Hear Anne Weisberg, a director in Deloitte’s talent organization and co-author of the book "Mass Career Customization: Aligning the Workplace with Today’s Nontraditional Workforce," talk about a White House forum being held next week on the topic of work-life balance.

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ADP and the HIRE Act

Date: March 26, 2010
Time: 10:58AM ET

Deb Fortin, vice president of operations at ADP, talks about how the payroll giant has been adjusting its software to comply with the provisions of the HIRE Act, and how employers are already taking advantage of the new tax breaks for hiring and retaining new employees.

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Webinars as Client Generation and Retention Tool

Date: April 1, 2010
Time: 12:08PM ET

Gordon Krater, managing partner of Plante & Moran, discusses how his firm has used webinars to retain and educate current clients, while generating new ones during a period of severely reduced travel budgets.

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Young Professionals in Management Accounting

Date: April 5, 2010
Time: 03:46PM ET

Tashee Singleton, president of the Institute of Management Accountants' Chattahoochee Valley Chapter, talks about what's new and hot with the organization's Young Professionals Advisory Committee.

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Accountants and Elder Abuse

Date: April 8, 2010
Time: 02:32PM ET

Randy Werner, a CPA and a loss prevention specialist at professional liability insurer CAMICO, discusses why elder financial abuse is on the rise — and what accountants can do about it.

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Protecting Against Money Laundering

Date: April 12, 2010
Time: 05:58PM ET

Dan Collins, senior manager of Deloitte Financial Advisory Services LLP, discusses what companies can do to prevent money laundering.

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NetSuite and Cloud Computing

Date: April 26, 2010
Time: 02:30PM ET

NetSuite founder and CTO Evan Goldberg discusses the current state of his cloud computing-based company, what challenges and opportunities it faces, and the expansion of its channel to include, among other partners, CPA firms. This discussion took place at SuiteCloud 2010, the company’s recent partner conference in San Francisco.

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Teaching Accounting Students

Date: April 27, 2010
Time: 03:41PM ET

Listen to Wayne Pinnell, CPA and managing partner at Haskell & White in Irvine, Calif., talk about his experience teaching senior accounting students at California State University, Fullerton.

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Dealing with the Estate Planning Dilemma

Date: April 28, 2010
Time: 06:24PM ET

Howard Zaritsky, author of the new book "Practical Estate Planning in 2010," talks about the problems posed by the uncertainty about the estate tax.

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A Better Way to Handle Companies with Too Much Debt

Date: May 4, 2010
Time: 01:03PM ET

Christine Janklow, president of SettleSource Inc., discusses how negotiated business debt settlement can help debt-laden companies.

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Lowering Property Tax Assessments

Date: May 13, 2010
Time: 03:58PM ET

Jeff Moore, director of property tax services for the Tax & Accounting business of Thomson Reuters, discusses strategies for how businesses can appeal and lower their property tax assessments.

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Why Women Leave Public Accounting

Date: May 19, 2010
Time: 05:09PM ET

Listen to Joanne Cleaver, president of Wilson-Taylor Associates, the research partner for the Accounting MOVE Project, talk about the findings of a new report sponsored by the American Woman's Society of CPAs and the American Society of Women Accountants: "Count Them In: Where and Why Women Leave Public Accounting and How to Reverse the Trend."

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FASB's Proposed Standards for the Fair Value of Loans

Date: June 2, 2010
Time: 11:37AM ET

David Larsen, a managing director at the financial advisory firm Duff & Phelps, discusses the Financial Accounting Standards Board's recent proposals for valuing financial instruments and loans.

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Trust and Transparency

Date: June 18, 2010
Time: 03:25PM ET

Steve DelVecchio, PricewaterhouseCoopers’ U.S. Assurance Systems & Process Services Leader, describes how accounting firms can help their clients build a better reputation for trust and transparency.

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Controlling Costs in an Internal Fraud Investigation

Date: June 25, 2010
Time: 02:52PM ET

Erick Bell, senior manager of forensic and dispute services at Deloitte Financial Advisory Services and an accounting professor at the University of San Francisco, discusses how companies should deal with allegations of fraud or misconduct.

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Implementing CRM Across the Firm

Date: July 2, 2010
Time: 01:58PM ET

Danny Estrada of Sage reseller and technology consultant Net@Work discusses why firms need to leverage customer relationship management systems.

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Succession Planning for Accounting Firms

Date: July 12, 2010
Time: 03:59PM ET

Is your firm brand-loyal or partner-loyal? Is giving your book of business to your son really the best thing for the firm? Hear Joel Sinkin, president of Accounting Transition Advisors, answer these questions and more in this podcast about succession planning.

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SOX 404 Audit Exemption in Financial Reform Bill

Date: July 20, 2010
Time: 04:05PM ET

Wendy Hambleton, national SEC director at BDO USA LLP, discusses the impact of the provision in the financial reform bill exempting smaller public companies with a market cap of under $75 million from Sarbanes-Oxley audits of management's assessment of internal controls.

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UHY Advisors' New 'Enterprise Optimization' Service

Date: July 27, 2010
Time: 07:33PM ET

UHY Advisors managing director of management consulting Frank Fenello describes the firm's new business improvement service offering.

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Get Paid Faster

Date: August 10, 2010
Time: 02:50PM ET

Rob Ciccone, a vice president at American Express OPEN, discusses strategies for speeding up the receivables process, and talks about the company's new AcceptPay service.

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Attorney-Client Privilege and FASB's Loss Contingency Disclosures

Date: September 14, 2010
Time: 12:02PM ET

Mitchell Fuerst of the law firm Fuerst Ittleman in Miami talks about why the Financial Accounting Standards Board's proposed standards on loss contingency disclosures could violate attorney-client privilege and be subject to legal and congressional challenges.

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Exit Planning for Business Clients

Date: September 17, 2010
Time: 01:32PM ET

Bob O'Hara of O'Hara & Company discusses how accountants can provide exit planning services for their business clients who want to retire or sell their companies.

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Grant Thornton Plans for Growth

Date: September 20, 2010
Time: 01:07PM ET

Grant Thornton CEO Stephen Chipman discusses the firm's growth strategy and technology initiatives, and recent accounting trends.

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Building a Wealth Management Practice

Date: September 24, 2010
Time: 01:35PM ET

Rehmann Financial president Fred Schaard describes how the firm is expanding its wealth management practice by buying financial advisory and CPA firms.

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Tax Advice for High Net Worth Clients

Date: October 1, 2010
Time: 06:12PM ET

Tax attorney Ken Rubinstein of Rubinstein & Rubinstein discusses tax and estate planning strategies for upper income clients, including those with foreign bank accounts at UBS who need to deal with the IRS.

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New Efforts to Crack Down on Money Laundering

Date: October 6, 2010
Time: 03:16PM ET

David Gilles, a director in the Forensic & Dispute Services practice of Deloitte Financial Advisory Services LLP and a member of the Anti-Money Laundering practice, discusses recently proposed rules from the Treasury Department's Financial Crimes Enforcement Network that would require U.S. banks to report all electronic money transfers into and out of the U.S. to combat money laundering and terrorist financing.

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Estate Planning for Pet Owners

Date: October 12, 2010
Time: 03:01PM ET

Rachel Hirschfeld, the author of "Petriarch: The Complete Guide to Financial and Legal Planning for a Pet’s Continued Care," which is available from the AICPA, describes how to help clients set up pet trusts and pet protection agreements.

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Has Congress Steered the IRS Off Course?

Date: October 13, 2010
Time: 04:48PM ET

Former IRS Commissioner and co-founder of law firm Caplin & Drysdale Mortimer Caplin discusses how the social mandates imposed on the IRS by Congress have taken away from its basic functions.

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Salary Outlook for 2011

Date: November 3, 2010
Time: 02:01PM ET

Brett Good, a senior district president with staffing company Robert Half International, discusses the outlook for accounting salaries next year, and gives highlights of RHI's annual salary guide, which is available at

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Handling Taxes Globally

Date: November 4, 2010
Time: 06:03PM ET

Brian Peccarelli, president of workflow and service solutions at the Tax & Accounting business of Thomson Reuters, talks about how multinational companies and large accounting firms can work on tax issues across national borders.

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The Latest Developments in Fraud

Date: November 11, 2010
Time: 05:18PM ET

Fraud expert Charles Lundelius delves into the latest developments in fraud, including the findings of new red flags, COSO's most recent study on the subject, and the potential for fraud in IFRS, drawing on the recently released second edition of his book, "Financial Reporting Fraud: A Practical Guide to Detection and Internal Control," which is available from CPA2Biz.

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Preparing for Audits of Unclaimed Gift Cards

Date: December 14, 2010
Time: 04:26PM ET

Valerie Jundt, director of ONESOURCE Unclaimed Property at the Tax & Accounting business of Thomson Reuters, discusses unclaimed gift cards, how retailers should account for them, and the pitfalls of unclaimed property audits.

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Obama's Tax Cut Extension Bill

Date: December 22, 2010
Time: 02:22PM ET

Robert Trinz, a tax analyst with the Tax & Accounting business of Thomson Reuters, examines various provisions of the tax cut extension deal that President Obama struck with Congress.

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IRS Tax Disclosures by High-Income Individuals

Date: January 11, 2011
Time: 12:35PM ET

Peter Hardy, a former U.S. prosecutor and now a principal in the white collar defense, compliance and risk management practice group of law firm Post & Schell PC, discusses the government's plans for encouraging disclosures of foreign bank accounts and other holdings of wealthy individuals, as well as cross-border transactions. He is also the author of "Criminal Tax, Money Laundering and Bank Secrecy Act Litigation," a comprehensive reference work published in November 2010 by BNA Books.

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IRS's New Whistleblower Rules

Date: January 18, 2011
Time: 02:06PM ET

George Clarke, a member of the law firm Miller & Chevalier, discusses the IRS's new regulations that encourage more whistleblowers to come forward.

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Corporate Tax Reform

Date: January 19, 2011
Time: 04:43PM ET

Neal Weber, managing director-in-charge of McGladrey's Washington National Tax Office, discusses the Obama administration's plans for corporate tax reform.

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Advising Clients on Health Care Reform

Date: January 24, 2011
Time: 04:03PM ET

Robert James Cimasi, president of Health Capital Consultants and author of "The Adviser’s Guide to Healthcare," published by the AICPA, talks about how CPAs and financial professionals should advise their business, medical and individual clients about the implications of the health care reform legislation and recent efforts to repeal it.

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Impact of the Financial Crisis Report

Date: January 31, 2011
Time: 10:38AM ET

CFA Institute managing director Kurt Schacht discusses the Financial Crisis Inquiry Commission report and how it might affect accounting standards and SEC regulations.

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Trends in State and Local Taxes

Date: February 4, 2011
Time: 03:02PM ET

Jamie Yesnowitz, a senior manager in Grant Thornton’s state and local tax practice in Washington, D.C., talks about last year's and this year's predictions for state and local taxes.

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Leading Deloitte Globally

Date: February 8, 2011
Time: 04:48PM ET

Deloitte Touche Tohmatsu CEO James Quigley talks about leadership qualities, what it's like managing the world's largest international auditing firm, and his new book "As One."

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The IRS's Tougher New Voluntary Disclosure Program

Date: February 18, 2011
Time: 01:26PM ET

Neil O'Reilly, a tax litigation attorney with Fox Rothschild LLP in Roseland, N.J., discusses the IRS's new offshore voluntary disclosure initiative for people who have previously undisclosed foreign bank accounts, and the strict penalties it imposes.

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Amazon Fends Off State Sales Taxes

Date: March 17, 2011
Time: 06:14PM ET

David C. Blum, a partner in the taxation practice at law firm Levenfeld Pearlstein LLC in Chicago, describes how and have been challenging various states' attempts to collect sales taxes from their online customers.

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Partnering with a Financial Planner

Date: March 23, 2011
Time: 04:43PM ET

Pete D'Arruda of Capital Financial Advisory talks about how CPAs can work with a financial planner to advise clients in areas such as long-term care planning and retirement planning.

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Going Public or Staying Private

Date: April 4, 2011
Time: 06:23PM ET

Tom McGee, national managing partner of Deloitte Growth Enterprise Services, talks about why companies decide to stay private rather than go public.

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Estate Planning in the Wake of the Estate Tax's Return

Date: April 5, 2011
Time: 05:13PM ET

Martin Shenkman, co-author of a new book from the AICPA, "Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics," discusses estate planning opportunities and the new rules on inheritance and gift taxes in the wake of last December's tax cut extension law.

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Getting the Budget Deficit under Control

Date: April 7, 2011
Time: 04:51PM ET

Ingrid Schroeder, director of the Pew Fiscal Analysis Initiative, discusses what combination of tax hikes and spending cuts would be needed to stabilize the federal budget deficit.

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Dealing with Fraud and Misconduct

Date: May 9, 2011
Time: 04:09PM ET

Tim Hedley, an advisory partner with KPMG's Fraud Risk Management Services and co-author of "Managing the Risks of Fraud and Misconduct," discusses how accountants can advise companies on how to protect themselves.

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Sales Taxes and Amazon

Date: May 13, 2011
Time: 02:31PM ET

Carla Yrjanson, vice president of tax research and content at Thomson Reuters, discusses how has been fending off attempts by states to collect sales taxes, and what the states are doing to fight back.

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New Wrinkles in the IRS's Voluntary Disclosure Initiative

Date: June 17, 2011
Time: 11:42AM ET

George Clarke, a partner in the law firm Miller & Chevalier's tax practice in Washington, D.C., discusses the latest developments in the IRS's Voluntary Disclosure Initiative for taxpayers with foreign bank accounts, and what accountants need to know about the new penalty regime.

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Corporate Repatriation Tax Holiday

Date: July 14, 2011
Time: 05:21PM ET

Richard Sackin, a tax partner-in-charge of the international services group at EisnerAmper, talks about the push for a tax holiday on the repatriation of foreign profits by multinational corporations.

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IRS Probes of Credit Suisse and HSBC Foreign Bank Accounts

Date: July 27, 2011
Time: 05:18PM ET

Bob McKenzie, a partner with the Chicago law firm Arnstein & Lehr, talks about the IRS's offshore voluntary disclosure initiative and why U.S. taxpayers who have undisclosed bank accounts with Credit Suisse and HSBC should take advantage of it.

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The Main Street Fairness Act

Date: August 8, 2011
Time: 01:15PM ET

Dean Zerbe, the managing director of alliantgroup and a former senior counsel and tax counsel to the Senate Finance Committee, talks about recent legislation to impose sales tax collections on online retailers.

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Audits of Chinese Companies

Date: August 15, 2011
Time: 04:09PM ET

Trace Schmeltz, a partner in the law firm Barnes & Thornburg's Litigation Department and White Collar Crime Defense Practice Group, talks about how the SEC and the PCAOB are cracking down on audits of Chinese companies that entered the U.S. public markets through reverse mergers.

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Estate and Gift Tax Exemptions in the Tax Relief Act

Date: September 2, 2011
Time: 12:15PM ET

Jerry Deener, a partner with the law firm Fox Rothschild, talks about soon-to-expire exemptions in last December's tax cut extension law.

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President Obama's Tax Proposals

Date: September 22, 2011
Time: 03:51PM ET

Joe Perry, the partner-in-charge of the Tax and Business Services practice at Marcum LLP, talks about President Obama's recent proposals for payroll tax cuts, tax credits for hiring, and raising taxes on millionaires.

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White House Tax Reform and Deficit Reduction Plans

Date: September 26, 2011
Time: 10:51AM ET

Neal Weber, the managing director-in-charge of RSM McGladrey's Washington National Tax Office, discusses President Obama's tax reform proposals for creating jobs and cutting the budget deficit.

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How to Shave Time Off a Year-End Close

Date: November 10, 2011
Time: 12:33PM ET

Samuel J. Cicogna, CPA, senior director of professional services at the Tax & Accounting business of Thomson Reuters, talks about how companies and their accountants can streamline the year-end closing process.

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MF Global's Bankruptcy and Auditor Liability Concerns

Date: November 16, 2011
Time: 03:40PM ET

Mark Fickes, a former senior trial counsel at the Securities and Exchange Commission, and currently a partner at the law firm BraunHagey & Borden LLP in San Francisco, talks about the potential exposure of bankrupt financial firm MF Global and its former auditors to lawsuits and investigations by regulators.

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ESOPs and CPA Ethics Education

Date: December 13, 2011
Time: 05:09PM ET

Michael Savoy, managing director at Santa Monica accounting firm Gumbiner Savett and secretary/treasurer of the California Board of Accountancy, discusses the advantages of ESOPs and California's upcoming ethics education requirements for CPAs.

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Diamond Foods' Accounting Troubles

Date: January 27, 2012
Time: 11:11AM ET

Former federal prosecutor J. Bruce Maffeo, a New York-based partner in the White Collar & Complex Criminal Defense group of the law firm Cozen O'Connor, talks about the SEC and Justice Department investigations of Diamond Foods' accounting for its momentum payments to walnut growers, and how they might affect Diamond's acquisition of Pringles from Procter & Gamble.

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Taking Advantage of Tax Credits for Tax Season

Date: February 22, 2012
Time: 05:09PM ET

Cathy Goldsticker, CPA, a member of Brown Smith Wallace's Tax Services group, talks about existing and expiring tax credits for individuals and businesses that tax preparers should know about this tax season.

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Dealing with the IRS's New FATCA Proposals

Date: March 7, 2012
Time: 01:48PM ET

Jim Wall, a principal at J.H. Cohn and director of the firm’s International Tax Services Group, discusses the new proposed regulations for the Foreign Account Tax Compliance Act.

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Carl Allegretti on Managing Deloitte's Tax Practice

Date: April 4, 2012
Time: 03:10PM ET

Deloitte Tax LLP chairman and CEO Carl Allegretti talks about how the firm handles the challenges of taxation, including the IRS's increasing regulation of the profession, Washington's ever-changing tax laws, foreign tax enforcement, recruitment and retention, and the firm's new Deloitte University.

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Coping with IRS Tax Preparer Regulations

Date: April 12, 2012
Time: 12:46PM ET

Smart Tax CEO Nick Rizzi talks about how the tax prep franchise he founded is dealing with the IRS's new requirements for tax preparer registration, testing and continuing education.

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Patching the Alternative Minimum Tax

Date: May 7, 2012
Time: 12:29PM ET

James Bailey, a partner at BlumShapiro in Rockland, Mass., discusses the need to keep the alternative minimum tax from spreading to millions more taxpayers.

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Tax & Accounting Business of Thomson Reuters Expands Internationally

Date: May 25, 2012
Time: 10:28AM ET

Brian Peccarelli, CEO of the Tax & Accounting business of Thomson Reuters, discusses how the company is expanding internationally through acquisitions and producing more mobile technology products.

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Are Occupational License Fees Hurting the Accounting Profession?

Date: July 2, 2012
Time: 12:29PM ET

Bob Zadek, a finance attorney with the law firm Buchalter Nemmer in San Francisco, discusses how fees for a CPA license and the IRS's new Registered Tax Return Preparer requirement are affecting competition in the accounting profession

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Implications of FATCA for Taxpayers and Financial Institutions

Date: July 10, 2012
Time: 01:21PM ET

Dr. Tony Wicks, director of anti-money laundering solutions at NICE Actimize, discusses the Foreign Account Tax Compliance Act and what it means for taxpayers and financial institutions in the U.S. and abroad.

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Tax Implications of Supreme Court Decision to Uphold Affordable Care Act

Date: July 12, 2012
Time: 02:40PM ET

Andrew Lattimer, a tax partner at BlumShapiro, discusses the tax provisions of the health care reform law in light of the Supreme Court's ruling on the constitutionality of the individual mandate.

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Advancing Your Financial Career by Managing Up

Date: August 23, 2012
Time: 12:00PM ET

Doug Arms, a senior vice president at Accounting Principals, describes how accountants can get ahead at their firms and companies, and the best ways to deal with supervisors.

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Swiss Banks and Disclosure of Taxpayer Names

Date: August 27, 2012
Time: 12:44PM ET

Theodore Ahlgren, an associate with the law firm Withers Bergman, discusses how Swiss banks are sharing the names of their U.S. clients with the IRS.

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Financial Planning Tactics in Case the Bush Tax Cuts Expire

Date: September 28, 2012
Time: 11:09AM ET

Mike Piershale, president of Piershale Financial Group, offers advice on some financial planning and wealth management practical steps your clients can take now in case the Bush tax cuts expire at the end of the year.

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Advice for End-of-Year Tax Planning

Date: October 11, 2012
Time: 12:00PM ET

BlumShapiro tax partner Andrew Lattimer offers tax planning tips in the face of uncertainty about tax rates, the estate tax and the alternative minimum tax.

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Planning for the Fiscal Cliff and the Additional Medicare Tax

Date: December 6, 2012
Time: 12:12PM ET

Greg Rosica, a tax partner in Ernst & Young’s Personal Tax Services who leads the firm’s Southeast Area Private Client Services practice, and a contributing author for the Ernst & Young Tax Guide 2013, discusses how accountants and their tax clients can plan around the fiscal cliff, and how they may be affected by the new Additional Medicare Tax and the Alternative Minimum Tax next tax season.

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Employer Responsibilities under the Affordable Care Act

Date: January 14, 2013
Time: 11:03AM ET

Kate Barton, vice chair of tax services at Ernst & Young Americas, discusses the Treasury Department's new regulations surrounding the Affordable Care Act's shared responsibility provisions for employers in providing health insurance for their employees, and the tax penalties if they don't.

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Complying with FATCA

Date: January 15, 2013
Time: 12:02PM ET

Jeff Trent, a partner in PricewaterhouseCoopers' Risk Assurance practice, discusses the Foreign Account Tax Compliance Act and what it means for accountants, taxpayers and financial institutions.

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Extension of the Research & Experimentation Tax Credit

Date: January 23, 2013
Time: 04:27PM ET

Christine Kachinsky and David Culp of KPMG discuss Congress's recent extension of the R&E tax credit and how accountants should advise their clients on claiming it.

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Financial Planning Based on the Tax Return

Date: February 22, 2013
Time: 11:49AM ET

Piershale Financial Group president Mike Piershale explains how to work with individual and business clients' tax returns to develop financial planning strategies for them.

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Tax Season Delays

Date: February 26, 2013
Time: 12:49PM ET

Stuart Katz, CPA, MST, a tax manager at Shechtman Marks Devor in Philadelphia, discusses the delays that occurred this tax season, ranging from the late release of important forms to issues with electronic filing, and how tax preparers can cope with them.

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IRS Targeting Tax Havens in Singapore and Hong Kong

Date: March 12, 2013
Time: 04:00PM ET

International tax lawyers Scott Michel and David Rosenbloom of Caplin & Drysdale discuss how the IRS has its sights set on Americans with offshore bank accounts at financial institutions in Singapore and Hong Kong.

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Evolution of Payroll Technology

Date: April 11, 2013
Time: 12:32PM ET

Paychex CEO Marty Mucci discusses how payroll technology is going mobile and how payroll processors are responding to changes in tax laws in the wake of the expiration of the payroll tax cut this year.

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PCAOB's Deal on Audit Work Papers with Chinese Regulators

Date: May 29, 2013
Time: 11:00AM ET

Brian Fox, founder of audit confirmation technology provider, discusses why the Public Company Accounting Oversight Board's recent agreement with Chinese authorities to allow access to audit work papers for Chinese companies and accounting firms still doesn't provide assurance to investors.

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Trends in Tax Fraud Prosecutions

Date: June 12, 2013
Time: 06:18PM ET

Rodger Heaton, a partner at the law firm Hinshaw & Culbertson, discusses how the Justice Department is working with the IRS on prosecuting tax fraud and penalizing undeclared foreign bank accounts, while pursuing identity thieves who steal tax refunds, in an interview with editor-in-chief Michael Cohn.

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Tax and Wealth Planning Implications of Supreme Court's DOMA Decision

Date: June 28, 2013
Time: 03:24PM ET

Brad Cohen, a wealth planning attorney at the law firm Venable in Los Angeles who services many Hollywood clients, discusses the tax, estate planning and wealth management implications of the Supreme Court ruling that struck down the Defense of Marriage Act.

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Net Unrealized Appreciation

Date: August 6, 2013
Time: 03:35PM ET

Mike Piershale, president of Piershale Financial Group, talks about the tax advantages of net unrealized appreciation, a strategy that allows investors with appreciated company stock in a retirement plan to avoid a large income tax hit by rolling their company stock into a non-retirement account, potentially paying lower taxes on the gains at the long-term capital gains tax rate.

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SEC's Crackdown on Accounting Fraud

Date: November 12, 2013
Time: 03:22PM ET

Howard Scheck, the former chief accountant in the SEC’s Division of Enforcement and currently a partner in KPMG’s Forensic Advisory Practice, discusses how the SEC is stepping up its investigations of accounting fraud and how forensic accounting is a growing area of practice at firms like KPMG.

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The Power and Influence of CPAs

Date: November 22, 2013
Time: 02:39PM ET

Management consultant Jay Nisberg talks about how many accountants don't realize how much influence they have with their clients and what they can do about it.

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How CPAs Can Defend Themselves from Lawsuits

Date: December 2, 2013
Time: 04:45PM ET

Bob Harris, a principal at Rehmann and former chairman of the American Institute of CPAs, discusses how CPA firms can defend themselves if they get sued by a client and avoid getting sued in the first place.

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Surveying Your Client Base

Date: January 10, 2014
Time: 03:49PM ET

Accounting firm management consultant Jay Nisberg describes how CPA firms can find out which services their clients are willing to pay more fees for by conducting client satisfaction surveys.

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Auditing and Governance of Not-for-Profit Clients

Date: February 4, 2014
Time: 03:26PM ET

Amish Mehta, a partner and director of not-for-profit services at Friedman LLP in New York, offers advice on the kinds of governance, auditing and risk management concerns that accountants should have when servicing their nonprofit clients.

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Mobile Learning for Accountants

Date: February 28, 2014
Time: 05:46AM ET

Ken Koskay, senior vice president of learning solutions for the Tax & Accounting business of Thomson Reuters, discusses CPE courses that accountants can run on their mobile devices like the Apple iPad.

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Increasing Your Firm's Billings and Book of Business

Date: March 17, 2014
Time: 12:16PM ET

Accounting firm management consultant Jay Nisberg offers some tips for how firms can persuade partners to bring in more business and revenue from clients.

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International Tax Issues for Entertainers

Date: March 19, 2014
Time: 12:31PM ET

Charles Kolstad, an international tax expert at the law firm Venable LLP who represents DJs, songwriters, musicians and movie and TV talent around the world, discusses the tax issues faced by people in the entertainment industry who work in the U.S. and abroad.

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Opportunities for Accountants in the Financial Services Industry

Date: March 28, 2014
Time: 01:56PM ET

John Ricco, CPA, co-founder of the Atlantic Group, who has placed about 1,000 professionals in the financial services industry, most of them accountants, discusses how accountants can find jobs at hedge funds, private equity firms, investment banks and Big Four firms.

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Promoting a Positive Work Atmosphere at an Accounting Firm

Date: May 8, 2014
Time: 11:55AM ET

Bruce Madnick, managing partner of Friedman LLP, discusses why the firm has won awards for work/life balance and employee satisfaction.

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Trends in Servicing Mid-Market Businesses

Date: June 23, 2014
Time: 12:46PM ET

Roger Nanney, vice chairman of Deloitte LLP and national managing partner of Deloitte Growth Enterprise Services, discusses the firm's latest findings on growth and investment in mid-market businesses.

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Changes in IRA Rollover Rules

Date: July 10, 2014
Time: 01:08PM ET

David Waddington, CPA, a partner at Friedman LLP and managing partner of Friedman’s pension division Benefits21 LLC, discusses how the Internal Revenue Service is changing the rollover rules for individual retirement accounts in response to a recent Tax Court ruling.

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SEC Crackdown on Insider Trading

Date: September 11, 2014
Time: 10:44AM ET

Seth Taube, a former branch chief of enforcement at the SEC’s New York regional office and currently a partner with the law firm Baker Botts, discusses how the SEC is pursuing insider trading cases, the recent sentencing of Mathew Martona of SAC Capital, and what accountants should do when dealing with sensitive financial information.

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Aronson Focuses on Growing Businesses

Date: October 15, 2014
Time: 04:17PM ET

Aronson LLC managing partner Jeff Capron discusses how his firm competes with larger firms by catering to clients who are growing their businesses.

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Tax Planning for Small Business after Passage of Tax Extenders

Date: December 19, 2014
Time: 10:29AM ET

Steve Henley, senior managing director and national tax practice leader at CBIZ MHM, discusses the tax implications for small businesses of Congress's long-awaited passage of tax extenders legislation.

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Small Businesses on the Upswing

Date: January 13, 2015
Time: 12:56PM ET

Phil Noftsinger, business unit president for CBIZ Payroll Services, discusses the latest trends in small business employment and the impact of the Affordable Care Act.

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Trends in Mid-Market Businesses

Date: January 20, 2015
Time: 03:01PM ET

Roger Nanney, vice chairman of Deloitte LLP and national managing leader of Deloitte Growth Enterprise Services, discusses the results of Deloitte's latest Mid-Market Perspectives Survey and how accountants can work with mid-market businesses.

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ACCA USA and Pace University Partner on Program for Accounting Students

Date: March 5, 2015
Time: 04:18PM ET

Ruth Fasoldt, business development manager at ACCA USA, and Neil Braun, dean of the Lubin School of Business at Pace University in New York, discuss a partnership linking ACCA’s globally recognized qualification program to both graduate and undergraduate coursework.

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