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Private Foundations vs. Donor-Advised Funds: Which Structure Fits Your CPA Legacy?
Over decades of building your CPA practice, you’ve focused on balance sheets and bottom lines.…
What Insurance Policies Should Go In Trusts?
Over your career as a CPA practice owner, you’ve likely built up a variety of…
Does the One Big Beautiful Bill Affect Your CPA Retirement?
Imagine looking up from a busy tax season and discovering that Congress just passed a…
When Should CPAs Claim Social Security? Part 2
In Part One, we established the foundational framework for Social Security claiming decisions: understanding how…
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Tax Notes Talk
A discussion of cutting-edge developments in tax, including up-to-the-minute changes in federal, state, and international tax law and regulations.
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The Growth Minded Accountant
Hosted by CountingWorks PRO, the Growth Minded Accountant podcast is centered around both old school and modern accountants wanting to modernize their practices and hone.
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Current Federal Tax Developments
A podcast devoted to current developments in federal taxes geared toward CPAs in tax practice.
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The Boomer Briefing
The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of.
