Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joined the Journal of Accountancy podcast earlier this month to discuss the latest developments related to several items of note for tax practitioners. Lauridsen shared dat

Analyzing Moore: The ruling that upheld the Sec. 965 transition tax

11 days ago 26m 33s

Tony Nitti, CPA, discusses a recent U.S. Supreme Court decision that some observers viewed as having the potential for wide-ranging changes in tax law. In the end, the decision was a narrow one, but the details of what was addressed and what wa

Longtime CPA leader: ‘An amazing time to be in the profession’

17 days ago 19m 13s

Calvin Harris, CPA, knew he wanted to be an accountant well before he got to college. He had several mentors who helped him make that decision. It’s one reason he believes that accountants need to reach students early and tell a better story ab

Parting thought from ENGAGE: Don’t let tech changes overwhelm you

23 days ago 9m 52s

Byron Patrick, CPA/CITP, CGMA, took time from his schedule during AICPA & CIMA ENGAGE a few weeks back to join the JofA podcast. Patrick, recently named CEO at a startup company, has been a regular on the show over the years, talking mainly abo

Quality management: Details of a standard-setting journey

Jun 13th, 2024 10m 17s

Sara Lord, CPA, is chair of the Auditing Standards Board (ASB), which recently issued a new standard that completes the suite of quality management standards ahead of an important implementation deadline in late 2025. Lord, who discussed advice

Small ‘signs of strength’ despite continued concern about inflation

Jun 6th, 2024 9m 23s

Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why finance decision-makers in the second-quarter Business and Industry Economic Outlook Survey are les

AICPA & CIMA CEO search: Details from the selection committee chair

Jun 6th, 2024 17m 13s

Anoop Mehta, CPA, CGMA, is the chair of the selection committee that will choose the next AICPA & CIMA CEO. Mehta, a former AICPA chair and Association of International Certified Professional Accountants chair, discussed the qualities the orga

AICPA & CIMA CEO search: Details from the selection committee chair

Jun 5th, 2024 17m 24s

More than coffee and LinkedIn: ‘You never know who you might inspire’

May 29th, 2024 19m 15s

Trisha Nomura, CPA, CGMA, and Abel Soares III, CPA/PFS, don’t live far from each other, but they didn’t know the other’s story until Soares was featured in an AICPA & CIMA Member Spotlight Series video. They joined the JofA podcast recently t

Maximizing the ENGAGE experience: A co-chair’s guidance

May 23rd, 2024 13m 30s

Marty Finn, CPA/PFS, J.D., LL.M., is an ENGAGE co-chair, focusing on tax, personal financial planning, and estate planning topics for the event, which begins June 3. Finn got his start on conference committees after meeting Sid Kess, a legendar

Why the SEC climate rule deserves CPAs’ attention

May 16th, 2024 15m 38s

Ami Beers, CPA, CGMA, senior director–Assurance & Advisory Innovation for AICPA & CIMA, joins the JofA podcast for this episode to guide CPAs on how to approach the new SEC rule on climate-related disclosures. The SEC adopted the rule March 6

After April 15: Top-of-mind tax advocacy topics, including the ERC

May 9th, 2024 12m 40s

Tax filing season can be a marathon, or it can be a sprint to the finish. Either way, the collective sigh of relief is real. Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, reflected on the last filing season and addres

How AI can drive a proactive approach to corporate finance

May 2nd, 2024 18m 55s

Roger Kenyanya, vice president of finance at home improvement store Lowe’s, took part in the inaugural AICPA and CPA.com AI Symposium about three months ago in New York. Why did he refer to the event as a “humbling, full-circle moment” in a

How accountants can appropriately rely on AI

Apr 25th, 2024 19m

Danielle Supkis Cheek, CPA, vice president and head of Analytics & AI for Caseware, had an interesting way to continue her exploration of the ethics of using AI tools in accounting: She asked ChatGPT to give her an answer. The response helpe

‘Go before you’re ready’: Advice for leaders in all walks of life

Apr 18th, 2024 25m 52s

To Jen Croneberger, it’s easy for many in society to spend a lot of time planning to do big things but not always carrying out those plans. Taking an “if/then response approach” to life prevents accomplishing big goals, and so Croneberger advis

Comfort in the uncomfortable: One-on-one meeting strategies that work

Apr 11th, 2024 13m 53s

In the first part of a two-part podcast discussion, Hamza Khan detailed how he was affected by a severe case of burnout about 10 years ago. In this episode, Khan, an author and keynote speaker, shares more about his battle with burnout today

Working 9 to 9: One expert’s experience with severe burnout

Apr 4th, 2024 17m 24s

Hamza Khan believes the four-day workweek to be “an inevitability.” It is the sort of workplace trend that could help to diminish burnout, which is the main topic of this JofA podcast episode with Khan, an author and entrepreneur. This episod

How to best tackle technology and the talent pipeline

Mar 28th, 2024 16m 37s

Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, together as the Association of International Certified Professional Accountants, has his finger on the pulse of the profession. He’s traveled al

The reasons economic sentiment about the coming year is on the rise

Mar 21st, 2024 10m 49s

Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why finance decision-makers in the first-quarter Business & Industry Economic Outlook Survey are more

The CFO agenda: Hybrid work, cybersecurity, career development and more

Mar 15th, 2024 14m 21s

The AICPA & CIMA CFO Conference begins April 24 in Charleston, S.C. Sandy Sloyer, CPA, CGMA, and Misty Geer, CPA, CGMA are long-time members of the conference planning committee, and they joined the JofA podcast to discuss how priorities h

Clearing up BOI confusion and other tax advocacy updates

Mar 14th, 2024 14m 47s

Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, returns as a guest on the JofA podcast to update listeners on the focus areas of tax advocacy. Her team is paying close attention to employee retention credit claims, be

Why are there fewer accountants? What the research says

Mar 7th, 2024 21m 28s

The factors contributing to a decline in the accounting talent pool are many, and so are the strategies to address the issue. In this podcast episode, Sue Coffey, CPA, CGMA, AICPA & CIMA’s CEO–Public Accounting, explains what early research ha

Bubble trouble: How leaders can identify and escape their biases

Feb 29th, 2024 13m 5s

Wassia Kamon, CPA, was a featured speaker at the Future of Finance Summit in Orlando late last year, and she joined the JofA podcast from the event to discuss how leaders can overcome their own biases to be more inclusive. Kamon, vice pres

JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’

Feb 22nd, 2024 31m 55s

Bring together three of the top experts in the accounting technology space, and you’re bound to learn something (often, many things) new. That’s been the premise of the JofA Accounting Technology Roundtable since 2011. It held true again in 202

Tech roundtable: AI and automation go way beyond ChatGPT

Feb 21st, 2024 22m 28s

ChatGPT generates most of the headlines, but it’s only a small part of the big picture when it comes to artificial intelligence (AI) in the accounting profession. What is the wider view on AI for accounting firms and finance departments, and ho