Earmark Podcast | Earn Free Accounting CPE

Join leaders from the Illinois, New York, California, Texas, Florida, and Pennsylvania state CPA societies as they explore recent and proposed CPA licensure changes. Discover the latest state-by-state updates, timelines, and resources you need to stay on track. We address the 150-hour rule, potential alternative pathways, and practical mobility and reciprocity concerns. Whether you’re a student or a candidate, gain real-world guidance to confidently navigate your journey toward the CPA license.(Originally recorded on March 4, 2025, on Earmark Webinars+)Chapters(00:00) - Introduction and Earning CPE Credit (00:17) - Welcome and Overview of CPA Licensure Discussion (00:41) - The Talent Shortage in Accounting (01:04) - State Actions on CPA Licensure (01:26) - Introduction of Guest Speakers (01:59) - Overview of Changing Licensure Pathways (03:14) - Detailed Discussion on New Pathways (05:17) - State-Specific Updates on Legislation (17:57) - Addressing Common Concerns and Misconceptions (26:10) - Flexibility in Accounting Education (26:41) - Second Career Opportunities in Accounting (27:15) - Adapting to Future CPA Skills (27:53) - Challenges in Implementing Changes (28:36) - State-Based Licensing Complexities (32:21) - Efforts to Address Talent Shortage (38:14) - Unintended Consequences of Deregulation (44:10) - The Importance of State Coordination (46:42) - Future of the CPA Profession (49:02) - Improving Working Conditions in Accounting (56:11) - Next Steps for Aspiring CPAs (57:43) - Conclusion and CPE Credit Information CPE for this episode https://earmark.app/c/2268Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsGeoffrey Brown - https://www.linkedin.com/in/geoffrey-brown-cae-9039484Jen Cryder - https://www.linkedin.com/in/jencryderDenise Froemming - https://www.linkedin.com/in/denise-leduc-froemming-Calvin Harris Jr. - https://www.linkedin.com/in/calvinhjrJodi Ann LaFreniere Ray - https://www.linkedin.com/in/jodiannlafreniererayShelly Weir - https://www.linkedin.com/in/shellysiceloffConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Ever wondered why there's so much questionable tax advice circulating on social media? In this eye-opening episode, Blake Oliver sits down with Jasmine DiLucci, a rare triple-threat professional - attorney, CPA, and enrolled agent with nearly 500,000 YouTube subscribers.Jasmine pulls back the curtain on why tax misinformation spreads like wildfire online and reveals the number one reason tax strategies fail (even legitimate ones): poor implementation and documentation. Through her journey from taking over her parents' small practice to building a multi-million dollar firm, she shares hard-earned wisdom about scaling a tax practice and finding team members who can uphold your standards.You'll discover how Jasmine unexpectedly found that her social media presence attracted not just clients, but exceptional talent to her firm. She also provides practical insights on tax resolution work, dealing with the IRS, and resources that can help tax professionals level up their expertise. Whether you're a tax practitioner looking to grow or a business owner wanting to avoid tax pitfalls, this conversation delivers valuable takeaways that could save you thousands in an audit.SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:00) - Introduction to Jasmine DiLucci (01:25) - The Rise of Tax Misinformation (05:34) - Challenges in Tax Law and IRS Audits (08:38) - Jasmine's Practice and Clientele (12:22) - The Importance of Proper Tax Documentation (29:11) - Leveraging Social Media for Tax Education (31:38) - Inspiration from Family (32:28) - Early Exposure to Tax Profession (34:15) - Taking Over the Family Business (35:49) - Scaling the Firm & the Power of Social Media (42:32) - Building a Strong Team (50:33) - Technology Stack (51:48) - Conclusion and Community Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Jasmine DiLucciLinkedIn: https://www.linkedin.com/in/jasminedilucci/Twitter: https://twitter.com/DiLucciCPAFacebook: https://www.facebook.com/diluccicpasInstagram: https://www.instagram.com/diluccicpaTikTok: https://www.tiktok.com/@diluccicpaLearn more about DiLucci CPA Firmhttps://dilucci.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Noah Buxton, CEO of The Network Firm, returns to continue the conversation on the evolving world of digital assets. Blake and Noah examine how digital assets have expanded beyond cryptocurrencies to include tokenized real-world assets like real estate and commodities. Noah explains how blockchain technology could revolutionize asset trading and ownership verification and dives into "proof of reserves" reports, highlighting both the importance and current limitations of these reports in protecting investors. He also shares some insights into the growing opportunities for CPAs in the digital asset space, including how firms can develop expertise in blockchain attestation services.Chapters(01:12) - Exploring the Digital Assets Space (03:47) - Tokenization of Real-World Assets (06:21) - Benefits and Challenges of Tokenization (12:37) - Real-World Examples and Case Studies (17:30) - The Role of CPA Firms in Digital Assets (20:24) - Regulatory Landscape and Proof of Reserves (27:58) - Explaining Proof of Reserves (32:34) - Comparing Proof of Reserves and Traditional Audits (36:25) - The Importance of Proof of Reserves (42:34) - Regulatory Landscape and Proof of Reserves (47:20) - Opportunities for CPAs in Crypto Auditing (50:38) - Introducing Ledger Lens for CPAs (53:01) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Noah BuxtonLinkedIn: http://linkedin.com/in/noahbuxtonLearn more about The Network FirmWebsite: https://www.thenetworkfirm.com/about-usConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Blake challenges guest Noah D. Buxton, Co-Founder and CEO of The Network Firm, to make the case for Bitcoin’s lasting value. They explore the nature of money, the complexities of digital scarcity, the inevitability of tokenized real-world assets, and the forces driving institutional interest in cryptocurrency. This candid exchange offers insights into what truly underpins Bitcoin’s worth, how regulators and investors view it, and why blockchain technology is poised to reshape finance as we know it. Whether you’re a skeptic or believer, this discussion reveals the evolving landscape of digital assets.(Originally recorded on December 12, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:52) - Bitcoin's Current Market Status (02:09) - Understanding Bitcoin's Value (05:26) - The Functions and Qualities of Money (06:39) - Bitcoin as a Store of Value (22:37) - Bitcoin vs. Other Cryptocurrencies (30:19) - Debating Bitcoin's True Value (31:21) - Real Estate vs. Bitcoin (31:48) - The Greater Fool Theory (33:18) - Bitcoin's Use Cases and Misconceptions (34:04) - Government Involvement in Bitcoin (38:27) - Decentralization and Wealth Distribution (43:57) - The Future of Digital Assets (50:56) - Conclusion and Future Discussions Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Noah BuxtonLinkedIn: http://linkedin.com/in/noahbuxtonLearn more about The Network FirmWebsite: https://www.thenetworkfirm.com/about-usConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Yuri Kapilovich, dubbed 'The Fun CPA,' has mastered the art of enjoying accounting while working just 10-15 hours weekly outside tax season. He shares how to strike a work-life balance and emphasizes the importance of setting the right fees and client selection. Yuri discusses building a brand that focuses on fun and relationships, transforming a demanding profession into a rewarding career. With insights on optimizing workflows and enhancing client interactions, he provides actionable tips to redefine success in accounting.

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.(Originally recorded on October 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileShow NotesThe 15-Hour Accounting eBook:https://mailchi.mp/ericagoode/15-hr-accountant-ebookChapters(02:39) - Welcome Erica to the Show (04:55) - Transition from Corporate to Entrepreneurship (06:28) - Life in Idaho and Outdoor Activities (08:06) - Burnout and Decision to Leave Corporate (11:12) - Starting the Accounting Firm (19:20) - Client Growth and Service Tiers (30:23) - Systematizing CFO Services (32:37) - Client Report Preparation and Meetings (33:25) - Listener Question: Monthly Meeting Agenda (35:03) - Forecasting and Cash Flow Discussions (37:46) - The Value of Monthly Meetings (38:55) - Balancing Work and Client Relationships (39:51) - Handling Client Taxes and Referrals (41:27) - Marketing and Client Acquisition (44:34) - Podcasting and Providing Free Advice (48:39) - Scaling a Solo Practice (50:34) - Balancing Work and Personal Life (59:41) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Ryan Spohn, CFO of Sikich, shares his expertise on modernizing CPA firms. He discusses moving away from traditional partnerships, highlighting innovative structures that boost talent retention. Spohn reveals insights on transitioning from billable hours to holistic evaluations and the impact of a $250M investment from Bain Capital. He emphasizes the importance of employee wellness, modern technology integration, and service diversification, showcasing how these changes are reshaping the competitive landscape of the accounting industry.

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your international tax expertise!(Originally recorded on September 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:19) - Eric's Journey from Philosophy to Accounting (03:04) - Life and Career in Japan (04:19) - Transitioning Back to the US and Becoming a CPA (05:56) - Experiences in the California Community College System (07:49) - Living in Japan: City vs Countryside (10:44) - Starting an Accounting Career in Japan (17:32) - Cultural Adjustments and Work-Life Balance (27:00) - Working with Expats and Tax Complexities (31:41) - Understanding Tax Penalties for Expats (32:48) - Streamline Procedures for Tax Compliance (33:59) - Navigating the Japanese Tax System (37:37) - Remote Work and Connectivity in Japan (40:56) - Building a Home in Rural Japan (43:19) - Managing a Growing Client Base (53:03) - Cultural Nuances in International Accounting (55:18) - Travel Tips and Destinations in Japan (57:42) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Eric AzevedoLinkedIn: https://www.linkedin.com/in/ericazevedoConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore:- The benefits of integrating wealth management and accounting services- How non-traditional backgrounds can lead to innovative approaches- Candid insights into client feedback that CPAs rarely hear- Strategies for delivering the integrated advice clients truly want(Originally recorded on August 1, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:05) - Kyle's Journey into Wealth Management and CPA Integration (02:46) - Building a CPA Firm from Scratch (05:05) - Client-Centric Approach and the Red Chair Concept (06:28) - Differences Between Wealth Management and Traditional CPA Firms (10:15) - Challenges and Benefits of Integrated Services (15:11) - Improving Client Relationships and Communication (30:16) - Scheduling Work to Improve Efficiency (35:48) - Client Communication Challenges & Strategies (38:21) - Logistical Issues and Solutions (41:28) - The Role of CPAs and Financial Advisors (47:40) - Integrated Financial Advice (50:49) - Client Engagement and Meeting Schedules (53:46) - The Future of Accounting and Financial Advice (55:41) - Getting Started in Wealth Management (01:00:33) - The Impact of AI on Tax Preparation (01:01:45) - Conclusion and Upcoming Events Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Kyle WaltersLinkedIn: https://www.linkedin.com/in/kyledwaltersConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.(Originally recorded on August 27, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:09) - Founding ClickPNW: Lynette and Craig's Journey (02:50) - Client Services and Growth Strategies (05:26) - Challenges and Successes in Client Management (09:28) - Deciding to Sell: Personal and Professional Factors (18:09) - Finding the Right Buyer: The Sweeney Conrad Story (31:39) - Transitioning to a New Firm (32:16) - Employee and Client Considerations and Unexpected Challenges (33:56) - Transitioning Staff and Clients (36:50) - Client Relationships and Retention (39:15) - Administrative Challenges (44:30) - Lessons Learned and Advice (55:15) - Future Plans and Reflections (59:41) - Conclusion and CPE Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Lynnette Oss ConnellLinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpaCraig ConnellLinkedIn: http://www.linkedin.com/in/craigconnellcpaConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/