Best CPAdvisors Podcasts (2024)

1
028 - Energy Incentives and Future Taxes with Dave McGuire 21:56

5d ago21:56

21:56

It’s part two of our conversation with Dave McGuire of McGuire Sponsel, our cost segregation partner! Last time was all cost seg all the time. This time, we talk about some of the new energy incentives, how businesses can utilize them, and discuss what could happen after the upcoming election (it doesn’t get political, promise). Energy incentives a…

1
027 - Fixed Assets and Cost Segregation with Dave McGuire 35:35

1M ago35:35

35:35

Today’s episode is part one of our conversation with Dave McGuire of McGuire Sponsel, our new partner that helps with cost segregation studies. We’re revisiting our very first episode about cost seg and depreciation to get into some more details. This is a great episode for businesses looking for ways to possibly increase their cash flow or decide …

1
026 - All About Audit & Attest 44:25

3M ago44:25

44:25

Audit, review, compilation, agreed-upon-procedures … oh my. It’s a podcast all about attest services. … Wait! Where are you going?! You’re going to want to hear this one, promise! On today’s episode, we talk to CPA, shareholder, and vice president of our attest services team, Deidre Budahl. Deidre corrects all the misconceptions about audits (they’…

1
025 - Meet Laura Gillen from Avantax 42:45

4M ago42:45

42:45

Welcome to another Generally Accepted Accounting Podcast Happy Hour! This one’s with Laura Gillen, Certified Financial Planner, who works for Avantax, our firm’s wealth management and financial services planning partner. Laura’s taken a kind of nontraditional path to financial planning, and that’s given her a unique perspective on the industry and …

1
024 - Rural Health Clinics Part II 34:56

7M ago34:56

34:56

Here’s part two of the first-ever Generally Accepted Accounting Podcast Happy Hour! We’re back with the CEO and Family Nurse Practitioner, Micki Lyons. Micki leads one of the firm’s clients, Crook County Medical Services District, and is married to our firm’s managing shareholder, CPA Mark Lyons. For part two, we turned the Q&A mostly over to Micki…

1
023 - Rural Health Clinics & Fruit Pizza 34:56

7M ago34:56

34:56

It’s the first Generally Accepted Accounting Podcast Happy Hour! For our first-ever installment, we did a first-of-its-kind interview with Micki Lyons, CEO and Family Nurse Practitioner with Crook County Medical Services District — one of the firm’s clients — in Sundance, Wyoming. Micki has multiple nursing degrees, including a Bachelor of Science …

1
022 - Fun with Allowable Costs and Activities and Medicare Advantage Plans 44:52

8M ago44:52

44:52

Our managing shareholder, Mark Lyons, is back as we continue our healthcare series. This time, we start with Medicare allowable costs and activities. And then, we enter into the seedy underbelly of Medicare Advantage Plans. … OK, it’s not all that seedy, but it sure makes things complicated for critical access hospitals. Anyway, you’ll learn about …

1
021 - Meet Casey Peterson, the Guy Whose Name Is on the Building 44:48

9M ago44:48

44:48

In 1977, a young accountant named Casey Peterson decided to take a bit of a risk and start his own firm. He did so, in part, because he thought there might be a better way to do business and relate to clients and employees. More than 45 years later, a couple of those employees sat down with him to ask what he meant by “a better way,” what he’s lear…

1
020 - Top 5 Blogs of 2023 24:02

11M ago24:02

24:02

GAAP Episode 20 – Our Biggest Blog Topics of 2023 Who doesn’t love a good retrospective? People love Spotify’s “Wrapped” so much that we figured, “You know what they’d love more? A look back on our top accounting blogs in 2023!” No need to thank us. Anyway, we’ll take a look at how come your tax refund might have been smaller, what businesses need …

1
019 - Profit is a Good Thing 44:27

12M ago44:27

44:27

For a lot of ag producers, the end of the year means it’s time to find ways to lower their tax burden by spending and deferring. But shareholder and CPA Leah Heidler argues that a profitability mindset is a better way to approach this time of year. She outlines her argument, provides some practical applications, and — like any good rancher — talks …

1
018 - Accounting: But Y Tho? 26:08

1y ago26:08

26:08

If accounting makes you picture some grumpy old dude hunched over a spreadsheet, we’ve got good news (unless you like grumpy old dudes hunched over spreadsheets). Despite what TV and the movies have told us, the profession has a lot more nuances. Two of our team members — Cady Erb and Tyler McCarthy — talk about what drew them to the profession and…

1
017 - Meet the Hosts 30:46

1y ago30:46

30:46

Have you ever wondered about the two yahoos behind the mic? No? Well, that’s a shame because they’re as interesting as they are hilarious … mostly. Also, they realized that after almost 20 podcast episodes, they’ve never actually said who they are or why they’re doing what they’re doing. And so, this podcast was born. Even if you don’t want to lear…

1
016 - The Basics of AI - Part II 27:43

1y ago27:43

27:43

In case you couldn’t get enough of the robots the first time around (no, we don’t mean our AI experts Mark Erickson and Ryan Nankivel), we’re back with part two of the basics of AI! You’ll get more ethical and business discussions and some bonus anecdotes. And it’s all original content not generated by ChatGPT or anything! Probably! Embrace the fut…

1
015 - The Basics of AI - Part I 32:28

1+ y ago32:28

32:28

If terms like “artificial intelligence” or ChatGPT fill you with dread, uncertainty, or confusion, this episode is for you. Two of our resident AI experts sat down with us to define a lot of terms and talked about what different types of AI do. We also discussed business — and ethical — considerations and kicked around some anecdotes to try to make…

1
014 - The Basics of Capital Gains 30:29

1+ y ago30:29

30:29

We get a lot of questions about capital gains. Are they good? Bad? Does it just depend? In this episode, our resident tax experts — Shareholder and Tax Vice President Kayce Gerlach and Senior Associate Garth Sandberg — give you just enough details without bogging you down with too much information. So, you’ll learn about what capital gains are, wha…

1
013 - Nursing Home Star Ratings 50:18

1+ y ago50:18

50:18

GAAP Episode 013 – Nursing Home Star Ratings Whether you manage a nursing home, work in one, or are considering one for a loved one, this episode is for you. Our resident nursing home experts, Charles Frizzell and Jackie Jermolenko, discuss the three main criteria for determining a nursing home’s star rating. There’s also the obligatory joke about …

1
012 - Mental Health & the Future of Accounting 31:03

1+ y ago31:03

31:03

Today we're talking with our Firm Administrator, Vanessa Kaiser. Vanessa is a Licensed Clinical Social Worker, which means her background isn't in spreadsheets and numbers *gasp* but instead, she's worked with people and feelings! We talk about Vanessa's unique perspective as a non-traditional hire working for an accounting firm, mental health in t…

1
011 - Healthcare Allocation Statistics 30:22

2y ago30:22

30:22

This week, we sit down with managing shareholder Mark Lyons to discuss the ins-and-outs of allocation statistics and how they can impact healthcare cost reports. Listen in to learn more! 0:00 Intro 1:45 What are cost reports? 2:24 What are allocation statistics? 3:23 How often do statistics and requirements change? 4:52 Equipment depreciation 8:00 …

1
010 - Dashboards and Data Visualization 37:18

2y ago37:18

37:18

Our in-house data visualization experts, Mark Erickson, Neil Frizzell, and Devon Hochstetter, answer some helpful questions during this podcast. Questions like “data visual-what now?” What’s Jirav? Is that like a giraffe?” (It’s close!) “Is Power BI some kind of weight-lifting move?” But seriously, you’ll get the lowdown on these and other tools th…

1
009 - Starting a New Business 26:32

2y ago26:32

26:32

If you’ve been thinking about starting your own business, our resident business expert and CPA Jennie Steinmetz is here to tell you everything you need to know. You’ll learn about regulations, registration, sales tax, payroll tax, R&D tax credits, B.A.I.L. (not the prison kind), and more. Listen in now! 0:00 Intro 2:18 What laws and regulations sho…

1
008 - Your Business & Inflation 37:19

2y ago37:19

37:19

We sit down with CPA and managing shareholder Mark Lyons to discuss tips and techniques to help your business fight inflation. Stick around to learn more about profit margins, raising prices, employee productivity, expenses, automation and more! https://caseypeterson.com/podcastBy CPAdvisors

1
007 - Actively Managed Portfolios 18:43

2+ y ago18:43

18:43

Our Avantax friend, Kevin Dement, is back and we're talking about portfolios. Specifically, what makes an actively managed or asset allocation portfolio different from other portfolio types. What are the benefits, risks, and how do you find a partner that you can trust? Listen in to learn more! 0:00 Introduction 2:00 Types of Portfolios 4:48 Portfo…

1
006 - What Exactly is a Fiduciary? 16:25

2+ y ago16:25

16:25

You've heard the term before, and know it's vaguely financial in nature, but... what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We'll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more! 0:00 Introduction 1:50 …

1
005 - Audits for Schools and Governments 21:18

2+ y ago21:18

21:18

GAAP Episode 5 - Audits for Schools and Governments We sit down with Casey Peterson income partner Devin Pfaff to discuss what's different for audits with government entities (such as schools and municipalities). Stick around to learn more about all audits, all the time! Show Notes 1:50 Differences between nonprofit and government audits 2:17 Diffe…

1
004 - Audit Tips for Nonprofits 35:07

2+ y ago35:07

35:07

GAAP Ep 004 – Audit Tips for Nonprofits – Show Notes We sit down with Casey Peterson CPA and income partner Devin Pfaff to discuss audits for nonprofits and attempt to make sense of attestation, internal controls, compliance, cash vs accrual, and all kinds of other jargon! Plus we'll learn about preparing for audits, what to expect from the process…

1
003 - Where to Start With End-of-Life Planning 31:00

2+ y ago31:00

31:00

Prepare to die! No, really. In this episode, we sit down with Casey Peterson income partner Lori Larson to talk about death, taxes, wills, and more! Why does it matter, what can you do, and where do you even begin on something of such monumental importance? Stick around to find out! View show notes and other episode details at https://www.caseypete…

1
002 - Data Analytics and Process Automation 26:39

3y ago26:39

26:39

In this episode, we sit down with Mark Erickson (data analytics client manager at Casey Peterson) to discuss recent developments in data analytics. We've all heard the buzzword before, but how are Amazon and Starbucks using data analytics, and what are the potential business implications? Stick around to learn more! 1:15 Amazon Store Concepts 4:11 …

1
001 - Cost Segregation and the R&D Tax Credit 34:02

3y ago34:02

34:02

In this episode, we sit down with Steve Ruda from ICS Tax, LLC and Casey Peterson income partner Tom Jasiak to talk about cost segregation and the Research and Development Tax Credit. What is it, how does it work, and how can depreciation benefit a business? Stick around to learn more! View show notes and other episode details at https://www.caseyp…

Podcasts Worth a Listen

CPAdvisors Podcasts

Podcasts Worth a Listen

1
Generally Accepted Accounting Podcast

CPAdvisors

1
028 - Energy Incentives and Future Taxes with Dave McGuire 21:56

1
027 - Fixed Assets and Cost Segregation with Dave McGuire 35:35

1
026 - All About Audit & Attest 44:25

1
025 - Meet Laura Gillen from Avantax 42:45

1
024 - Rural Health Clinics Part II 34:56

1
023 - Rural Health Clinics & Fruit Pizza 34:56

1
022 - Fun with Allowable Costs and Activities and Medicare Advantage Plans 44:52

1
021 - Meet Casey Peterson, the Guy Whose Name Is on the Building 44:48

1
020 - Top 5 Blogs of 2023 24:02

1
019 - Profit is a Good Thing 44:27

1
018 - Accounting: But Y Tho? 26:08

1
017 - Meet the Hosts 30:46

1
016 - The Basics of AI - Part II 27:43

1
015 - The Basics of AI - Part I 32:28

1
014 - The Basics of Capital Gains 30:29

1
013 - Nursing Home Star Ratings 50:18

1
012 - Mental Health & the Future of Accounting 31:03

1
011 - Healthcare Allocation Statistics 30:22

1
010 - Dashboards and Data Visualization 37:18

1
009 - Starting a New Business 26:32

1
008 - Your Business & Inflation 37:19

1
007 - Actively Managed Portfolios 18:43

1
006 - What Exactly is a Fiduciary? 16:25

1
005 - Audits for Schools and Governments 21:18

1
004 - Audit Tips for Nonprofits 35:07

1
003 - Where to Start With End-of-Life Planning 31:00

1
002 - Data Analytics and Process Automation 26:39

1
001 - Cost Segregation and the R&D Tax Credit 34:02

Quick Reference Guide