Best Capstone Planning Podcasts (2024)

1
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip 1:28

4h ago1:28

1:28

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk 1:49

4h ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
RMD's, Diversification and Family 28:26

4h ago28:26

28:26

Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motiva…

1
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC 25:47

1h ago25:47

25:47

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting f…

1
Sean Duncan: Discover Your Own Genius | The Disruptors 1:16:32

9h ago1:16:32

1:16:32

There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan say…

1
Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth 39:10

2h ago39:10

39:10

Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …

1
360 Retirement Planning and Tax Planning vs. Tax Preparation 28:31

5h ago28:31

28:31

n this episode of the Make Life Happen podcast, host Paul Gebhardt talks with Keith Wiltfong of Capstone Planning about topics such as the expansion of Capstone Planning's new office, the holistic approach of 360 retirement planning, the importance of stress testing retirement plans, the value of working with a fiduciary, and the benefits of tax pl…

1
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC 27:45

4h ago27:45

27:45

Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…

1
Joe Simonetta: The Ethical Compass: Navigating Life's Journey 42:23

1h ago42:23

42:23

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of…

1
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations 30:55

29m ago30:55

30:55

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follo…

1
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth 38:43

1h ago38:43

38:43

Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher o…

1
Diversification, IRA's and Timing Your Social Security 28:30

8h ago28:30

28:30

Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Se…

1
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip 1:37

4h ago1:37

1:37

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk 1:49

4h ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors 53:34

8m ago53:34

53:34

Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…

1
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC 33:24

3h ago33:24

33:24

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift,…

1
Art Werner: Tax Planning for Form 1040 | Quick Tax Tip 2:02

1h ago2:02

2:02

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles 42:34

2h ago42:34

42:34

Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and ev…

1
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic 2:08

2h ago2:08

2:08

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC 31:29

21d ago31:29

31:29

ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the r…

1
Financial Personas 22:10

23d ago22:10

22:10

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, hosts Len Hayduchok and Doug Sandler tackle the intricacies of financial personas and the co…

1
Why Stress Testing Your Retirement Plan Is Important 28:35

8h ago28:35

28:35

In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a com…

1
Art Werner, Quick Tax Tip: Qualified Plans - IRAs 1:42

4d ago1:42

1:42

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …

1
Steve Yoss, Quick Tech Talks: Advanced Data Visualization Techniques in Excel 2:09

4d ago2:09

2:09

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC 24:53

13d ago24:53

24:53

From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hos…

1
Your Social Security, Taxes & Long Term Care 28:37

1M ago28:37

28:37

Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary level of care. Keith offers a complimentary stress test of financial plans to ensure preparedness for vari…

1
Jody Grunden: Be Different. Make More Money. 56:34

10d ago56:34

56:34

Prove the naysayers wrong. The Disruptors With Liz Farr In 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a…

1
Dawn Brolin: Grow Your Firm By Shrinking It 1:18:20

11d ago1:18:20

1:18:20

Make life at work better for yourself, your team, and your clients. The Disruptors With Liz Farr Dawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 cl…

1
Chris Hervochon: Be the Leader You Want to Work For 55:59

11d ago55:59

55:59

Build a firm for your tribe. The Disruptors With Liz Farr Chris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers a…

1
Accounting ARC: Exploring AI's Role in Modern Accounting 31:27

27d ago31:27

31:27

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation Hosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focus…

1
Archos Advisors: A Structured Approach to Change Management 39:55

12d ago39:55

39:55

Innovation Insights Center for Accounting Transformation With Donny Shimamoto Center for Accounting Transformation Managing change effectively is crucial for organizational success in a rapidly evolving business landscape. In the latest episode of Innovation Insights, Donny Shimamoto, CPA.CITP, CGMA, hosts Diane Brown, Managing Principal, and David…

1
Dennis Torres: Ethics, Fulfillment, and the Power of Continuous Learning 44:16

1M ago44:16

44:16

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Len Hayduchok and Dennis Torres, through their experiences and insights, navigate the often-overlooked aspect…

1
Rosenbloom: Don't Merge for the Money 1:01:22

29d ago1:01:22

1:01:22

Merge to make a better business. The Disruptors With Liz Farr Ira Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinking, so firms are being more selective about with whom they partner. Rosenbloom is also seeing more creativity in transactions, and acquiring firms a…

1
Quick Tech Talks with Steve Yoss: Automation for Accountants 2:47

1M ago2:47

2:47

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at CPA Trendlines here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual de…

1
The Importance Of A Fiduciary In Your Retirement Planning 28:35

1M ago28:35

28:35

Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the im…

1
150 Hours Revisited: The Profession Needs a Facelift 15:08

1M ago15:08

15:08

What if pipeline issues aren't related to education or experience, but rather just image? With Steven Sacks The NEW Fundamentals: Thriving in Disruption While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gai…

1
Accounting ARC: Where in the World Are You Seeing This? 44:31

1M ago44:31

44:31

From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NO…

1
Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel 1:50

1M ago1:50

1:50

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint 1:45

1M ago1:45

1:45

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Adam Lean: Get Out of the Accountant’s Trap 1:04:53

21d ago1:04:53

1:04:53

Be unstoppable without sacrificing your soul. The Disruptors With Liz Farr Like many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the …

1
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It 37:26

1M ago37:26

37:26

Humans are the most advanced supercomputers, but there’s no user manual. The Disruptors From the CPA Trendlines network With Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a p…

1
Randy Crabtree: Stress Management for Overworked Accountants 1:00:29

1M ago1:00:29

1:00:29

With Seth Fineberg for CPA Trendlines Randy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows. MORE CRABTREE: Follow These 3 Rules to Keep Employees Happy More takeaways: – Practi…

1
Art Werner: Maximizing Fringe Benefits 1:53

2M ago1:53

1:53

Quick Tax Tip With Art Werner What are we really trying to accomplish in the area of fringe benefits? We're really trying to find a way to create what I call pseudo-compensation. CPE Webinar: Maximizing Fringe Benefits Strategies for Business and Personal Needs in 2024 and Beyond Wednesday, July 31 9 AM ET / 6 AM PT 8 Credits With Art Werner, J.D. …

1
Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season 59:14

2M ago59:14

59:14

Seth Fineberg With Eric Green Renowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg. MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services | Higher Fees to Start…

1
Steve Yoss, Tech Talk: Data Integrity for a Digital World 2:53

2M ago2:53

2:53

Quick Tech Talk With Steve Yoss CPE Today Today, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information. Click here for more Ste…

1
Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement 32:28

2M ago32:28

32:28

About the guest, Jet Vertz: Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35. Prior to going into the avia…

1
Art Werner: Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques 1:32

2M ago1:32

1:32

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …

1
Geraldine Carter: Why Charging More Is Better for Your Clients 53:56

2M ago53:56

53:56

Do the work you love for clients who value your expertise. The Disruptors With Liz Farr Geraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geral…

1
Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne 36:26

2M ago36:26

36:26

Accounting ARC With Donny Shimamoto Center for Accounting Transformation JOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.” Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, …

1
Jody Grunden Says Subscription Pricing Plays a Game Changer 1:15:26

2M ago1:15:26

1:15:26

Get rid of the noise of hourly billing and create value. The Disruptors With Liz Farr For over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in to…

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