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The Whos, Whats, Whens, and Whys of CPA Firm Employee Retention

We’ve heard for years that millennials crave meaning in their work, but, really, this desire is universal among CPA firm employees. But what’s the secret to finding what your employees value? Get feedback straight from the source. This is just one of the many tips offered in this CPA Conversations with Dana Small, experienced talent management professional and “survey goddess” for Retensa, an employee retention solutions provider in New York City.


How CPA Firms Can Best Relate to Millennial-Owned and Tech-Savvy Businesses

CPA firms can benefit greatly from the acquisition of millennial-owned and tech-savvy businesses. However, if they are going to do that, they must understand what attracts people to these firms and what they value most. To get some insight on this, we sat down with Jason Blumer, CPA, founder and CEO at and


The IRS and CPAs Prepare for the First Tax Filing Season Under the TCJA

The first tax filing season under the Tax Cuts and Jobs Act of 2017 is quickly approaching. Richard Furlong, senior stakeholder liaison with the IRS, and Nick Crocetti, CPA, managing director of CBIZ MHM in Plymouth Meeting, Pa., provide an update on how the agency and CPA firms are preparing for what could be a very challenging filing season. Both are speaking at PICPA’s Federal Tax Reform Conference on Oct. 3, 2018.


Revenue Recognition and Leases for Construction Companies

Revenue recognition and treatment of leases are hot topics in construction accounting. Jerry Coveney, CPA, a principal with CliftonLarsonAllen in Plymouth Meeting, Pa., discusses FASB’s definition of leases and some of the big changes to revenue and profit recognition requirements. Coveney will speak at greater length on this subject at PICPA’s 2018 Construction Industry Conference on Oct. 16 in Malvern, Pa.


2018-2019 Pennsylvania Legislative Session Preview

PICPA’s Government Relations team and many dedicated PICPA members helped craft several pieces of important legislation in the 2017-2018 legislative session that benefitted Pennsylvania CPAs, taxpayers, and businesses. Peter Calcara, vice president of the Government Relations team, previews the 2018-2019 legislative year and what PICPA members should expect with combined reporting, property tax reform, and more.


Not Just Taxes: Wayfair Decision Affects Financial Reporting Too

CPA Conversations has previously presented two podcasts with experts discussing the effect the Supreme Court’s in South Dakota v. Wayfair decision will have on internet sales tax. But that’s not the only area impacted by the case. Not many people are talking about what it will do to financial reporting. Luckily, we have James J. Newhard, CPA, sole practitioner in Paoli, Pa., and CPE presenter for Loscalzo Institute, to explain. In a preview of his fall 2018 Pennsylvania CPA Journal...


The Forensic CPA’s Role in Piercing the Corporate Veil

In a preview of his Litigation Support column in the fall 2018 Pennsylvania CPA Journal, Erik Ringoen of Forensic Resolutions Inc. in Westmont, N.J., discusses the legal concept “piercing the corporate veil.” He explains how a court can hold a business owner personally liable for the debts and actions of their company under certain circumstances. He discusses some of the missteps that can lead to a veil piercing and the forensic CPA’s responsibilities in aiding the court in making such a...


Accounting Industry Not Immune from Sexual Harassment in the Workplace

Recent developments have shone a light on the issue of sexual harassment in the workplace, and the accounting industry is no exception. In our latest episode of CPA Conversations, we are joined by Ranica Arrowsmith, Daniel Hood, and Danielle Lee of SourceMedia, the group behind such publications as Accounting Today and Tax Pro Today. They offer an in-depth exploration of their recent reporting on sexual harassment in the business world.


In Their Own Words: How They Chose Accounting

In February 2018, several accomplished accounting professionals participated in a diversity roundtable at Penn State University’s main campus in State College, Pa. This podcast is not an interview, but rather features the actual remarks from the discussion, courtesy of Penn State’s media department. Discover how Derrick Roman, partner with PwC, Jina Etienne, formerly of the National Association of Black Accountants, and Kimberly Ellison-Taylor, immediate past chairman of the American...


Lease Accounting Procrastinators Need to Start Process Planning Now

In our latest episode of CPA Conversations, William J. Andreoni, CPA, senior director with Pine Hill Group in Philadelphia, offers several valuable tips on implementing the new lease accounting standard. But the main takeaway? If you haven’t started the implementation process on this standard, you better start planning as soon as possible. Learn why in this podcast, and get more details from the Pine Hill Group publication, The Clock Is Ticking: How to Jumpstart Your Lease Accounting...


Cultivating a Small-Business Client Base Is Key for CPAs

Getting new clients is a must for CPA firms, and it can be particularly beneficial when those new clients are small businesses. To talk about the benefits that a roster of small-business clients can provide a CPA firm, we sit down with Bryce Sanders, president of Perceptive Business Solutions Inc. and a frequent contributor to


Increased Data, Rise of Automation Transforming the Finance Function

The role and function of the traditional finance department is changing. Driving this change is increased access to data, accounting automation, and the need to communicate better with nonfinancial managers and personnel. We talked to Lauren M. Lear, CPA, supervisor of finance and accounting outsourcing for RSM US LLP in Plymouth Meeting, to learn more.


Harness the Value Seasoned CPAs Bring to the Workforce

Hiring managers at CPA firms expend a lot of energy recruiting members of generations X, Y, and Z, and with good reason. However, older CPAs bring a great amount of value to CPA firms, and hiring managers would be wise to consider them when filling out their staffs. In this CPA Conversations podcast, we talk with Andrew Simon, partner with Simon Associate Management Consultants, about the value experienced CPAs bring to a workplace, as well as what adjustments these individuals have to make...


Supreme Court’s Decision in South Dakota v. Wayfair Shakes Up Online Sales Tax

The U.S. Supreme Court recently overturned the long-standing precedent that a business must have a physical presence in a state for the state to require it to collect sales tax. Its South Dakota v. Wayfair Inc. decision could have a major impact on online transactions nationwide as well as the business environment within Pennsylvania. In this CPA Conversations podcast, Matthew D. Melinson, CPA, partner, state and local taxes, for Grant Thornton LLP in Philadelphia – who previously appeared...


Building the Ideal Advisory Services Professional

Client advisory services is a rising area of concentration for firms looking to keep a leg up on their competition in the accounting field. However, if a firm is going to thrive in this area, it must groom its employees to be able to make positive contributions. In this CPA Conversations podcast, we speak with Sandra Wiley, president of Boomer Consulting Inc., who tells us how firms can best prepare staff to thrive as advisory professionals.


Human Capital Management: The Importance of People Skills for CFOs

Are people skills the most important skills for CFOs? Maybe not. Financial acumen is always going to be at the top of the list. But the need to be effective at human capital management means that CFOs must be on top of the pulse of their firm’s culture, and that means knowing what makes their people tick. In this CPA Conversations, we talk to Tiffany C. Wright, project director for Cogent Analytics and president of The Resourceful CEO, about what human capital management is, the importance...


Getting Ready for the Negotiation Table during Mergers and Acquisitions

The final asking price is a major consideration during any merger and acquisition discussion, but it isn’t the only thing that matters. In this CPA Conversations podcast, Ira S. Rosenbloom, chief operating executive for Optimum Strategies in Spring House, Pa., takes us behind the scenes of a negotiation, and addresses the current environment for mergers and acquisitions, who should be at the negotiating table when the deal goes down, and what it means to draw lines in the sand before talks...


Encouraging Women in Accounting to Own Their Future

Kimberly Ellison-Taylor was the first African-American chair of the American Institute of CPAs, and she overcame many obstacles to become a leader in the accounting industry. In this podcast she shares some of her personal story and how women in accounting can achieve greatness in their careers. Ellison-Taylor will speak at greater depth on this topic at PICPA’s 2018 Women Leadership Conference on June 28.


The New Normal: Care with Convenience

Microhospitals, urgent care facilities, and telehealth consultations are providing unique challenges to CPAs working in the health care industry. David Gregory, a principal and health care consulting practice leader with Baker Tilly in New York, has extensive experience working with these entities, and provides a brief overview of how CPAs can respond to these trends. Gregory will speak at greater length on this topic at PICPA’s 2018 Health Care Conference, June 13-14.


Digital vs. Analog: Examining Two Generations’ Differing Styles of Work

Are the work philosophies of two different generations really that different? Gen Xer Jim Caruso, chief financial officer with Simplura Health Group in Valley Stream, N.Y., and millennial Lauren Lear tackled that question in their feature in the upcoming summer 2018 Pennsylvania CPA Journal. Here, they go into even more detail, discussing the best ways to capture information, communicate with colleagues, run brainstorming sessions, and more.