The Best Insights & Inspiration From 2022

In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and wealth management thought leaders talk about everything from talent to tax loss harvesting to pricing and private equity. Get commentary from the following great guests:

Tom Wheelwright CPA - Wealthability

Boris Khentov – Betterment

Randy Johnston – CPA Practice Advisor

Geraldine Carter – Business Strategy for CPAs

Aaron Klein – Riskalyze

Bob Lewis - The Visionary Group

Dr. Sean Stein Smith CPA - Forbes Crypto Contributor

Amber Setter CPA – Conscious CPA

Clayton Oates - QA Business Pty Ltd

Sue Enquist & Dawn Brolin CPA

Jonathan Hudacko - Vangaurd

Randy Crabtree CPA - Tri-Merit

Brendan Frazier - The Human Side of Money

Hitendra Patil CPA - CPA Trendlines

Amrith Ramkumar - The WSJ

Rick Bookstaber - Fabric