CPA Trendlines Podcasts Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA
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Jul 7, 2025 
In this engaging talk, Chris Papin, a CPA, attorney, and insurance producer, discusses his unique interdisciplinary approach to advising small businesses. He emphasizes the growing need for integrated advisory services and shares insights on navigating the impending estate tax sunset in 2026. Papin explores how understanding client emotions can lead to tailored financial solutions and the importance of adapting technology in tax strategies. His commitment to providing comprehensive services helps clients make informed financial decisions while enhancing their trust.
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One-Stop Shop Journey
- Chris Papin shares how he became multi-credentialed to meet small business clients' diverse needs under one roof.
- He acts as a one-stop shop, simplifying legal, accounting, and insurance needs in one place.
Advisory Demand & Client Confusion
- Clients increasingly want advisory services but often lack the vocabulary to ask for it.
- Misinformation and superficial advice like "Should I be an S corporation?" create confusion needing professional guidance.
Smart Insurance Guidance
- Avoid pushing expensive cash value life insurance unless appropriate; term insurance often suffices.
- Focus on using insurance as the right tool for a client's specific risk management and estate planning needs.