Journal of Accountancy Podcast
Episodes
The return of business travel; an NFL draftee's view of failure
24 Jun 2021
Contributed by Lukas
Business travel is on the way back, according to survey and anecdotal data, as well as the line at airport security. Donny Shimamoto, CPA/CITP, CGMA, ...
Signs you or a colleague could use mental health support
21 Jun 2021
Contributed by Lukas
The COVID-19 pandemic led many CPAs and their employers to think deeply about mental health in ways they may not have before. Amber Setter, a former a...
Understanding the global minimum tax and the growing risk of ransomware
17 Jun 2021
Contributed by Lukas
The G7 announced a framework for a global minimum tax last week. In this episode, Amy Wang Miller, CPA, J.D., senior manager with the AICPA's Tax Poli...
Advice for meeting efficiency and more on the new AICPA board chair
10 Jun 2021
Contributed by Lukas
Many of our meetings in 2021 look far different from the meetings we had in 2019 or early 2020. That doesn't mean they can't be improved with the help...
Reasons for rising economic optimism; how to 'be your own agent'
03 Jun 2021
Contributed by Lukas
Several factors are contributing to finance decision-makers' growing optimism about the economy and their own businesses, according to a quarterly sur...
A closer look at paid tax preparer regulation
27 May 2021
Contributed by Lukas
In a letter to the IRS, the AICPA recently offered recommendations on six key areas of regulation of paid tax return preparers. A senior manager on th...
A professional athlete's frugal approach to what's next
21 May 2021
Contributed by Lukas
Amobi Okugo, a pro soccer player, is scheduled to be part of a sports-themed panel discussion at AICPA & CIMA ENGAGE 2021. He has continued to pursue ...
Supporting AAPI talent in May and beyond
20 May 2021
Contributed by Lukas
May is Asian Pacific American Heritage Month, and the conversation in this podcast episode is meant to celebrate that and to offer organizations remin...
Be more productive while doing less work
17 May 2021
Contributed by Lukas
CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S....
Potential pitfalls for a return to in-person work
13 May 2021
Contributed by Lukas
How an organization frames the discussion around bringing staff back together in the office matters. Jennifer Wilson, partner and co-founder of Conver...
Managing your personal energy for success
10 May 2021
Contributed by Lukas
Life and work in the pandemic era can be exhausting. Stress can make it difficult to focus on and execute your goals. ENGAGE 2021 speaker Rhonda Peter...
Excel depreciation advice; risk management lessons learned
06 May 2021
Contributed by Lukas
A recent Journal of Accountancy article by Kelly Williams, CPA, Ph.D., detailed eight ways to calculate depreciation in Excel. Williams, one of two CP...
Tom Hood on leadership and adapting to a role stretch
29 Apr 2021
Contributed by Lukas
CFOs and other leaders have been forced to adapt to challenging and fast-moving circumstances as a result of the COVID-19 pandemic. Tom Hood, CPA/CITP...
Employee retention credit updates and a delegation taboo
22 Apr 2021
Contributed by Lukas
The IRS has issued updated guidance on several aspects of the employee retention credit. April Walker, CPA, CGMA, lead manager on the Tax Practice & E...
Primers on creativity and mental toughness
15 Apr 2021
Contributed by Lukas
Two featured speakers at the AICPA & CIMA CFO Conference, Josh Linkner and LaRae Quy, are sharing previews of their conference sessions in this episod...
Uncovering your 'buried life' and other mental-health tips
14 Apr 2021
Contributed by Lukas
Ben Nemtin, the keynote speaker May 5 at the AICPA & CIMA Employee Benefit Plans Conference, thought he was going on a two-week road trip with some fr...
What we can do to increase the number of Black CPAs
12 Apr 2021
Contributed by Lukas
African Americans are still underrepresented in the accounting profession: Only 2% of CPAs are Black. In this second part of a two-episode podcast, we...
PPP and tax advice for not-for-profits; honoring pioneering CPAs
08 Apr 2021
Contributed by Lukas
The requirements for Paycheck Protection Program applicants who are not-for-profits are different from those for for-profit businesses. Dave Moja, CPA...
The struggles and triumphs of the first Black CPAs
05 Apr 2021
Contributed by Lukas
In this first part of a two-episode podcast, we take a look at the remarkable accomplishments of Black CPAs in the 20th century, featuring the testimo...
Details of the April 15 postponement and a primer on SVOG
01 Apr 2021
Contributed by Lukas
Alistair Nevius, J.D., the JofA's editor-in-chief, tax, explains the differences between IRS announcements on March 17 and March 29 regarding the post...
Why the tax filing extension does not help everyone
25 Mar 2021
Contributed by Lukas
Some individual taxpayers still have forms to complete and payments to make by April 15. That's one reason the AICPA believes that the IRS extension f...
Ethics considerations for assisting clients with PPP documents
22 Mar 2021
Contributed by Lukas
When it comes to applications for Paycheck Protection Program loans or PPP loan forgiveness, a one-size-fits-all approach to assisting clients won't w...
A new risk management tool, and PPP and tax deadline updates
18 Mar 2021
Contributed by Lukas
Risk management has always been important, and it came to the forefront for many organizations in 2020. A new risk heat map tool from the Association ...
A CPA leader's view on the rise of women in the profession
12 Mar 2021
Contributed by Lukas
"With women in particular, small moments matter." Those are the words of Lara Abrash, CPA, chair and CEO of Deloitte & Touche LLP, about how seemingly...
Employee retention credit guidance update and rising economic confidence
04 Mar 2021
Contributed by Lukas
On March 1, the IRS issued guidance on the employee retention credit. April Walker, CPA, CGMA, lead manager on the Tax Practice & Ethics team at the A...
Black CPA pioneers, PPP's narrowed focus, and a FASB alternative
25 Feb 2021
Contributed by Lukas
Do you know the name John Wesley Cromwell Jr.? Do you know the specific businesses targeted recently for Paycheck Protection Program loan applications...
CPA news to know: Why mobile workforce tax legislation matters
18 Feb 2021
Contributed by Lukas
Earlier in February, numerous amendments to the 2021 fiscal year budget resolution were voted on by the Senate. One of those nonbinding amendments, wh...
Pursuing quality in relationships — and audits
11 Feb 2021
Contributed by Lukas
A recent survey showed that a majority of couples have experienced relationship stress because of finances. So, how can couples openly communicate abo...
Identity theft tips and PPP-related employee retention credit changes
04 Feb 2021
Contributed by Lukas
The onset of COVID-19 meant that more people became online shoppers out of necessity. Ordering groceries by phone or computer also means more of us ar...
CPA news to know: PPP vigilance and the start of tax season
29 Jan 2021
Contributed by Lukas
Paycheck Protection Program (PPP) loans and the start of tax season are two topics squarely on the minds of CPAs these days. This episode analyzes the...
PPP loan forgiveness and taxes: Part 2
28 Jan 2021
Contributed by Lukas
Earlier, Eileen Sherr, CPA, CGMA, MT, a director of the AICPA's Tax Policy & Advocacy team, discussed prospects for reversing by legislation the IRS's...
The latest advice on PPP loans
15 Jan 2021
Contributed by Lukas
Accountants played a crucial role in helping millions of organizations, most of them small businesses, receive $525 billion in Paycheck Protection Pro...
Why investing in employees matters more than ever
13 Jan 2021
Contributed by Lukas
In late 2020, Robert Half's Paul McDonald delved into the hiring outlook for 2021. The second part of that conversation addresses the ways organizatio...
Help clients make the most of 2020 charitable giving
16 Dec 2020
Contributed by Lukas
As the year draws to a close, many clients are pursuing charitable giving. Mike Landsberg, CPA/PFS, partner at Homrich Berg in Atlanta, discusses what...
PPP loan forgiveness and taxes
11 Dec 2020
Contributed by Lukas
Eileen Sherr, CPA, CGMA, MT, director of the AICPA's Tax Policy & Advocacy team in Washington, D.C., discusses recent IRS guidance regarding the tax t...
The 2021 hiring outlook, salary negotiation advice, and more
30 Nov 2020
Contributed by Lukas
The COVID-19 pandemic has caused unprecedented hiring freezes, job losses, or furloughs in 2020. While the outlook on hiring remains somewhat unsteady...
The value of gamifying CPE learning
12 Nov 2020
Contributed by Lukas
Kelly Richmond Pope, CPA, CGMA, Ph.D., is an accountant and a professor. She's also a storyteller and TEDx speaker. Keeping people engaged is a better...
How CPA parents cope during the pandemic
26 Oct 2020
Contributed by Lukas
Several months into the pandemic, we take a look at how some CPA parents are faring. They talk about the struggles they've faced, how they balance par...
COVID-19 lessons for not-for-profits
14 Oct 2020
Contributed by Lukas
In an economic downturn such as the one that resulted from the coronavirus pandemic, not-for-profit organizations can feel pinched in two ways. Peopl...
How 2020 has changed corporate board work
12 Oct 2020
Contributed by Lukas
Corporate board work may have changed forever as a result of COVID-19. The lessons corporate directors take away from the pandemic will be critical t...
Cannabis and CPAs: The business opportunities and risks
21 Sep 2020
Contributed by Lukas
Cannabis for medicinal or recreational use is a fast-growing business, and the advisory opportunities for accountants in the industry are also growin...
Implementing the payroll tax deferral, part 2
11 Sep 2020
Contributed by Lukas
This podcast episode follows up one posted on Aug. 20 about President Donald Trump's memorandum directing Treasury to defer the withholding, deposit,...
Insight on hiring, top challenges, and more from U.S. finance execs
08 Sep 2020
Contributed by Lukas
Finance executives in the United States are more confident about their own businesses than about the overall economy. Why is that? And what is the hi...
Teleworking and state and local taxes
24 Aug 2020
Contributed by Lukas
This episode explores the huge implications for state and local taxes raised by workers more often untethered from the employer's physical location, ...
Implementing the payroll tax deferral
20 Aug 2020
Contributed by Lukas
In this podcast, we touch base with Ed Karl, the AICPA's vice president–Tax Policy & Advocacy, to discuss questions the AICPA Tax Executive Committ...
6 new business realities in the pandemic era
13 Aug 2020
Contributed by Lukas
The changes brought about and accelerated by the COVID-19 pandemic are numerous. Our day-to-day lives have been altered, forcing rapid adaptation. A ...
7 human behavior insights you need to know
13 Aug 2020
Contributed by Lukas
The changes brought about and accelerated by the COVID-19 pandemic are numerous. Our day-to-day lives have been altered, forcing individuals and orga...
What you probably didn't know about racism in the workplace
03 Aug 2020
Contributed by Lukas
The culture of a workplace, be that in a company or an accounting firm, determines how employees and customers are treated, says Stephanie Creary, an...
Pandemic-related legal risks that you can't afford to ignore
20 Jul 2020
Contributed by Lukas
These days, it's tough to know the best next steps for organizations that are reopening to customers or employees — or considering doing so. Lee Te...
How the new audit evidence standard can improve audit quality
14 Jul 2020
Contributed by Lukas
The new principles-based standard on audit evidence, issued last week by the AICPA Auditing Standards Board, addresses issues such as emerging techno...
A tax marathon check-in
01 Jul 2020
Contributed by Lukas
We check back in with two AICPA leaders: Ed Karl, the AICPA's vice president–Tax Policy & Advocacy, and Chris Hesse, a tax principal in the Nationa...
Working from home: What does the future hold?
29 Jun 2020
Contributed by Lukas
The work-from-anywhere revolution received a jolt in March, when office workers were sent home because of concerns about the spread of COVID-19. More...
Recognizing and rooting out racism: Advice for leaders
15 Jun 2020
Contributed by Lukas
Laura Morgan Roberts, Ph.D., a professor at the University of Virginia's Darden School of Business, is an editor of the recent book 'Race, Work, and ...
The technology — and human — lessons of COVID-19
22 May 2020
Contributed by Lukas
Our ninth annual technology roundtable podcast was initially recorded in early March, just before the coronavirus pandemic started wreaking havoc on ...
The hard trends that matter more than ever now
18 May 2020
Contributed by Lukas
A hard trend can be defined as a predictable, future fact. While it's tough to predict the price of oil or the direction of the stock market daily or...
State and local taxes during the pandemic
06 May 2020
Contributed by Lukas
Eileen Sherr, CPA, CGMA, a senior manager in the AICPA's Tax Policy and Advocacy team in Washington, D.C., describes her work with volunteer members ...
How family businesses can stay resilient during the COVID-19 crisis
30 Apr 2020
Contributed by Lukas
Jonathan Flack, CPA, the U.S. family business services leader at PwC, discusses the struggles family businesses are facing during the current economi...
How CPAs can help small businesses survive the pandemic
29 Apr 2020
Contributed by Lukas
CPAs are playing a vital role in helping smaller businesses cope with the COVID-19 pandemic. Julie Killian, CPA, a shareholder at Clayton & McKervey ...
Quick relief with the CARES Act
27 Apr 2020
Contributed by Lukas
Chris Hesse, CPA, the AICPA Tax Executive Committee chair, analyzes how the CARES Act's provisions allowing carryback of net operating losses for 201...
What to know before offering client accounting services
21 Apr 2020
Contributed by Lukas
Mary May, principal, and Stephanie Howard, client accounting services manager, at tonneson + co in Wakefield, Mass., discuss how client accounting se...
Why companies must seriously consider board refreshment
13 Apr 2020
Contributed by Lukas
Boards that fall in lockstep with management decisions are neglecting one of their critical roles: being strong monitors of a company. Refreshment po...
Application advice for SBA loans
09 Apr 2020
Contributed by Lukas
Questions about the U.S. Small Business Administration's Paycheck Protection Program (PPP) loans aimed at helping small businesses hurt by the corona...
Pandemic-specific guidance for auditors and preparers
07 Apr 2020
Contributed by Lukas
The consequences of the coronavirus on financial statement preparation and auditing are complex. Preparers and practitioners have not faced a disrupt...
How CPAs can fight fraud in the COVID-19 pandemic
06 Apr 2020
Contributed by Lukas
Coronavirus is an opportunity for fraudsters to take advantage of fear and confusion. Elizabeth Woodward, CPA/CFF, and Howard Silverstone, CPA/CFF, d...
You're suddenly WFH: An example of how to adapt
31 Mar 2020
Contributed by Lukas
As a local government employee, Carrie Kruse, CPA, CGMA, had almost no work-from-home experience before a few weeks ago. But Kruse, an economic devel...
Relieving the April 15 'pressure point'
28 Mar 2020
Contributed by Lukas
As part of the government's response to the coronavirus's spread and economic fallout, the IRS postponed the deadline for income tax return filings a...
Tech tips for firms responding to coronavirus
13 Mar 2020
Contributed by Lukas
Busy season has taken on a new meaning because of coronavirus concerns, which have forced firms and other organizations to quickly set up alternate w...
Getting states on board: A model for partnership tax audits
09 Mar 2020
Contributed by Lukas
The rules have changed for IRS examinations and adjustments of partnership returns at the federal level, but are the states following suit? We'll fin...
Help your staff make it through busy season
02 Mar 2020
Contributed by Lukas
Busy season is often the most stressful time of the year for CPAs in public accounting. Eustis Corrigan, CPA, senior managing director at CBIZ MHM in...
Open source information and forensic accountants
17 Feb 2020
Contributed by Lukas
Veteran investigator Cynthia Hetherington offers practical tips and guidance on how forensic accountants can use the open source information found on...
Where accounting really stands with blockchain
03 Feb 2020
Contributed by Lukas
Erik Asgeirsson, president and CEO of CPA.com, and Ron Quaranta, founder and chairman of the Wall Street Blockchain Alliance, examine tax and account...
Sponsored: What's new for QBI?
22 Jan 2020
Contributed by Lukas
Drake Software Vice President of Strategic Development John Sapp, CPA, briefly explains the Sec. 199A qualified business income (QBI) deduction safe ...
A farewell chat with Tech Q&A author J. Carlton Collins
20 Jan 2020
Contributed by Lukas
After nine years writing our Technology Q&A column, J. Carlton Collins, CPA, decided the end of 2019 was the right time to retire. In this episode, C...
The outlook of finance decision-makers for 2020
06 Jan 2020
Contributed by Lukas
How long can cautious optimism last for an upward U.S. economy aptly described as "long in the tooth"? This episode delves into the thinking of CPA d...
Humpty Dumpty meets the tax code
23 Dec 2019
Contributed by Lukas
In the world of tax law, words have statutorily set definitions or are interpreted by judges using precedent and reason. Annette Nellen, Esq., CPA, C...
You might be a tax shelter if …
18 Dec 2019
Contributed by Lukas
The Tax Cuts and Jobs Act made tax accounting easier for many businesses with average annual gross receipts of $25 million or less (inflation-adjuste...
What's next for potential CPA licensure changes
16 Dec 2019
Contributed by Lukas
What's the latest on a new licensure model proposed by the National Association of State Boards of Accountancy and the AICPA? This podcast episode ge...
5 steps to a successful sale
25 Nov 2019
Contributed by Lukas
With mergers-and-acquisitions activity on the upswing and Baby Boomers retiring in large numbers, many owners are now looking to exit their businesse...
How the CPA Exam is poised to change
18 Nov 2019
Contributed by Lukas
New technologies with the power to reshape accounting, such as data analytics, are emerging all the time. Rich Gallagher, CPA, senior director of con...
Taxes and Washington's unfinished business
14 Nov 2019
Contributed by Lukas
Tax planning and return filing readiness depend in no small part on the actions of Congress and the IRS and Treasury in the countdown to 2020. Ed Kar...
The tech trends we'll see in 2020 and beyond
06 Nov 2019
Contributed by Lukas
2020 is not far away, and that means major changes related to technology are coming at us fast. The tech-focused founder of a consulting firm provide...
Emerging global fraud trends
31 Oct 2019
Contributed by Lukas
Fraud and forensics expert Roger Darvall-Stevens explores emerging global fraud trends and what finance professionals and accountants can do to prote...
Roller derby's role in fighting impostor syndrome
23 Oct 2019
Contributed by Lukas
Can roller derby double as leadership development? Can we really exercise our "confidence muscles"? Jen Gardner, CPA, says yes to both.
How to make clients love your firm
14 Oct 2019
Contributed by Lukas
Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasi...
Serious presentation tips from a stand-up comic
07 Oct 2019
Contributed by Lukas
John Garrett -- a stand-up comedian, widely traveled speaker, and former practicing CPA -- shares insights on how to deliver a memorable presentation...
Subject line to salutation: Email rules to live by
23 Sep 2019
Contributed by Lukas
Should you use an emoji in email? Is there value in reaching "inbox zero" status? Byron Patrick, CPA/CITP, CGMA, has answers in this podcast episode.
How to manage a difficult relationship with your boss
16 Sep 2019
Contributed by Lukas
Karen Dillon, a former editor with Harvard Business Review and author of the HBR Guide to Office Politics, discusses assertive strategies for empower...
Why U.S. business confidence is dropping
09 Sep 2019
Contributed by Lukas
What is the top challenge facing U.S. finance executives? This podcast episode explores that topic and two other fast-rising obstacles detailed in a ...
Tips for effective not-for-profit governance
03 Sep 2019
Contributed by Lukas
A not-for-profit's survival depends on high-quality oversight from its board. In this episode, learn how using the right governance strategy can help...
How much are college football teams worth?
29 Aug 2019
Contributed by Lukas
Have you ever wondered how much your favorite college football team is worth? Mark Zyla, CPA/ABV, and Dan Cohen, Esq., discuss the value of teams to ...
How good are you at receiving feedback?
26 Aug 2019
Contributed by Lukas
Ample advice exists for managers to improve on how they deliver feedback. Less common is coaching on how to be better at receiving feedback. Rebekah ...
Tips for overcoming workplace dysfunction
19 Aug 2019
Contributed by Lukas
Should you immediately tell a co-worker about a dysfunctional work environment? It's one of several questions addressed by leadership expert Jennifer...
How CPAs can help family businesses with succession planning
12 Aug 2019
Contributed by Lukas
Jonathan Flack, CPA, discusses why leaders of family businesses have such a difficult time with succession planning and what CPAs can do to help them...
Recognizing and managing different personality types
05 Aug 2019
Contributed by Lukas
How does an "eager beaver" work best with a pessimist? This is one example of how different personality types might interact at work. Learn more in t...
Insight into the state of small business
31 Jul 2019
Contributed by Lukas
Why are small business owners optimistic? And why do they have cause for concern? A close follower of small business has answers.
Why the CPA licensure process could change
29 Jul 2019
Contributed by Lukas
This episode addresses how and why CPA licensure requirements might evolve as a result of the technological revolution that's transforming the accoun...
A closer look at threats to CPA licensure
22 Jul 2019
Contributed by Lukas
Legislation in states around the country could put CPA licensure in danger. This episode examines what practitioners need to know to help ensure the ...
Implementation insight from FASB's vice chair
15 Jul 2019
Contributed by Lukas
FASB vice chairman Jim Kroeker shares advice for successful implementation of accounting standards, as well as what's on the horizon for FASB.
The father of the 401(k) on how his invention has reshaped retirement
08 Jul 2019
Contributed by Lukas
Ted Benna talks about how and why he came up with the 401(k), its advantages and drawbacks, how he'd change it if given the chance, and how it's resh...
The hiring outlook for U.S. businesses
24 Jun 2019
Contributed by Lukas
What is the top challenge U.S. finance executives say they are facing? This podcast explores that challenge, along with projections for the coming ye...