Logo

    cpafirm

    Explore "cpafirm" with insightful episodes like "E100 - A Look Back at 100 Episodes", "Tax Planning for Individuals", "E79 - Creating Career Paths around Your IT Professionals", "E74 - Creating a Long-Term Tech Strategy in a Hybrid Firm" and "Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 1" from podcasts like ""The Boomer Briefing", "60 Second Tax Solution Podcast", "The Boomer Briefing", "The Boomer Briefing" and "CPA Review & More"" and more!

    Episodes (8)

    E100 - A Look Back at 100 Episodes

    E100 - A Look Back at 100 Episodes

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

    We're thrilled to be celebrating our 100th episode with you! On this episode, Shareholders and Consultants Jim Boomer, Arianna Campbell, Sandra Wiley, Marc T. Staut and Jon Hubbard take a look back at 100 episodes. Each of them provides an update on the biggest change they've seen in the accounting profession since the episode was recorded. We hope you enjoy this special edition episode of the Boomer Briefing Podcast! 

    Jim on Social Media:
    Twitter: @jimboomer
    LinkedIn: @jimboomer

    Arianna on Social Media:
    Twitter: @arianna_BCI
    LinkedIn: @ariannacampbell

    Sandra on Social Media:
    Twitter: @sandrawiley
    LinkedIn: @sandrawiley

    Marc on Social Media:
    Twitter: @CPATechGeek
    LinkedIn: @mstaut

    Jon on Social Media:
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

    Tax Planning for Individuals

    Tax Planning for Individuals

    Are you unsure where to start with your tax planning? Do these simple tips that individuals like you can follow.

    You should max out your retirement plan. Remember that withdrawing funds from a retirement account can trigger additional taxes of up to 40% or more. Ensure you have confirmed your withholdings.

    Consider purchasing property. Also, take note that Sale of Property can initiate capital gains tax and must be communicated to your tax preparer before selling.

    Donate money to charity. Don’t forget to track your out-of-pocket medical and dental expenses. If you’re someone with a child or a dependent, be aware that Child Tax credit reverts to $2,000 per child. Since 2021, dependent care expenses are no longer refundable.

    Philip L. Liberatore, CPA remains committed to providing you with important information that pertains to your success. Learn more here: https://www.liberatorecpa.com/

    E79 - Creating Career Paths around Your IT Professionals

    E79 - Creating Career Paths around Your IT Professionals
    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss why it’s important to think about career paths for IT professionals in a firm and what can firms do to support the careers, growth and trajectory of IT professions, while making sure to provide career planning for the IT professionals future.

    • Marc on Twitter: @CPATechGeek
    • Marc on LinkedIn: @mstaut
    • Email: Marc.staut@boomer.com
    • Jon on Twitter: @Jon_Hubbard
    • Jon on LinkedIn: @jonhubbard

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

    E74 - Creating a Long-Term Tech Strategy in a Hybrid Firm

    E74 - Creating a Long-Term Tech Strategy in a Hybrid Firm

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss tech strategy, why some firms handled the pandemic better than others, the next normal, flexible systems, asynchronous work, and steps to take now.

    • Marc on Twitter: @CPATechGeek
    • Marc on LinkedIn: @mstaut
    • Email: Marc.staut@boomer.com
    • Jon on Twitter: @Jon_Hubbard
    • Jon on LinkedIn: @jonhubbard

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

    Interview with Arianna Campbell

    Interview with Arianna Campbell
    Phil Yaeger interviews Arianna Campbell, a 2019 Top 20 Under 40 Accounting Influencer. Find out how Arianna, who is not a CPA, used her sociology degree and relationship-building experiences to successfully advise and streamline CPA firms to improve their client satisfaction on this week's episode of CPA Review & More.

    Book time on Phil's Calendar https://go.yaegercpareview.com/schedule
    Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfm
    Contact the Yaeger Office (301) 874-4900
    Contact us podcast@yaegercpareview.com
    CPA Review & More on the Web https://yaegercpareview.com/podcast.cfm
    Top 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/
    Need help with your writing? https://grammarly.go2cloud.org/SH1Yl
    Logo

    © 2024 Podcastworld. All rights reserved

    Stay up to date

    For any inquiries, please email us at hello@podcastworld.io