AFO|Wealth Management Forward

Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance their efficiency and client outcomes. They also discuss how platforms like ChatGPT will impact Google and other search engines in the marketplace. Find out what they say about AI and the 75 Million Boomers that will retire by 2031 along with over $5 Trillion in business assets. Do you want to know what a Stochastic Parrot is? Find out the answer to this and more on our AI in accounting podcast with Seth Fineberg and Founders of Tallyfor.

In part two of our year-end review, Rory Henry highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more. Highlights of episodes from the following guests: Blake Oliver, CPA Oliver and Warren Pennington Head of Fintech Strategies at Vanguard - Sentiment Analysis Blake E. Christian, CPA/ MBT HCVT Top 25 Nationally Recognized OZ Influencer - Opportunity Zones Chris Stanley Beach Street Legal - SEC Marketing Rule Jackie Meyer, CPA, CCA, Doctoral Candidate - Tax Planning to Supercharge Your Business Dr. Moira Somers International Best Selling Author - Advice that Sticks Peter Wen Co-Founder Tallyfor - AI and Tax Technology Will Hill of Will Hill Consults - Leading Through Change Giles Pearson Co-Founder Accountests - Personality Profiles Deborah Daniel CPA - Forming Strategic Partnerships Twyla Verhelst, CPA Verhelst FreshBooks - Authenticity and Content Creation

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

Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A Demon of Our Own Design, and current Co-Founder of Fabric a platform for risk-aware portfolio design. In this episode, listen as Rick talks about his time at the SEC and U.S. Treasury as he tackled the risk management process and governance for the U.S. financial system post-2008. Find out how Rick is using institutional-level tools to help advisors be more risk aware and do a better job of portfolio design. Do you want to know what "Friendshoring" is? Do you want to know why a "Recession" is not the dominant issue for most individuals? Find out the answer to these questions and more in this RISK episode with Author and Risk Technology Founder, Rick Bookstaber.

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in making better decisions. Discover why Hitendra believes CAS is a team game, and how firms can hire non accounting graduates and train them on processes and numbers. They discuss the network of network effects and why private equity is increasing it's involvement in the accounting space. Do you want to know why Miriam Webster should change the definition of "Accounting?" Do you want to know how accounting firms can think like the McKinsey's of the world? Find out the answer to these questions and more from the accounting professions leading voice on CAS.

Rory Henry is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Deborah Daniel about how she grew her CPA practice through strategic partnerships and money coaching. Listen as they discuss why the "P" in "CPA" should stand for psychologists and people's emotional contract with money. Listen as they discuss pain points for women clients and ways in which you can help female clients become more confident with money. Do you want the why 39% of women, compared to 54% of men, are confident in their retirement? Do you want to know why Deborah transformed her CPA Practice via strategic partnerships? Find out the answer to these questions and more with CPA and Money Mindset expert Deborah Daniel!

Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your firm through tax planning. Listen as Jackie talks about helping firm owners save clients tens of thousands to hundreds of thousands of dollars through her tax planning solution. Discover why firms need to act like Gwyneth Paltrow and have a "Conscious Uncoupling" with clients. Learn why Jackie believes the greatest ROI for firms lies in tax planning and value-based pricing. Do you want to know the best way to break up with clients? Do you want to know what the top year-end tax planning strategies are for high-net-worth clients? Find out the answers to these questions and more on this episode with Tax Planning expert Jackie Meyer!

Rory and Rob speak with Nationally Recognized OZ program influencer Blake Christian of HCVT. Listen as Blake covers the basics of investing in Qualified Opportunity Zones ("QOZs"). Discover how the program allows for the deferral of tax on an existing capital gain, the potential for tax reduction on that gain, and how to earn tax-free appreciation on your Opportunity Zone gain. Find out how investors are "Twinning" by combining other tax incentive programs like Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credit (NMTC) projects, and Historical Tax Credit (HTC) projects. Find out how to take the  capital pain out of capital gains in this podcast episode with Blake Christian, a leading Opportunity Zone voice.

Rory Henry talks with Carrie Bradshaw of CD Bradshaw and Associates about her firm's growth and how to focus on an industry-specific niche. Listen as Carrie talks about how she built her firm by serving the specialty niche of construction contractors e.g. HVAC, plumbers, and electricians. Learn how to overcome the fear of putting all your eggs in one basket when getting into a niche.  Discover how she uses vertical integration within her niche to provide a greater service offering to clients. Do you want to know how Carrie's love for cars and drag racing helps her better communicate with clients? Find out the answer to this question and more in this CPA Spotlight Episode with Carrie Bradshaw.

Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk about how the SEC took the former cash solicitation and advertising rule and consolidated it into the new marketing rule. Discover how the new rule for the first time allows for testimonials and learn about the latest updates to performance advertising. Do you want to give your financial advisor a ringing endorsement? Are you interested in finding out how the new rule affects direct and indirect compensation? Find out the answer to these questions and more on this latest episode with attorney Chris Stanley.