Journal of Accountancy podcast

December 2, 2025

JofA branded podcast: Investment management at the intersection of tax and wealth services

In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo’s chief investment officer, on trends in investment management and tips for CPAs to advise clients.

November 20, 2025

Accelerating accounting outreach, a CPA leader’s campus return

A nationwide initiative connecting CPAs with students is this month. In this episode, the guests share how outreach efforts can make a difference and offer resources for other accountants to get involved.

November 13, 2025

Want to stop work from consuming your life? First, learn self-awareness

A CPA and award-winning JofA author shares how shifting from a survival mindset to an intentional one can help to reclaim time, energy, and purpose — without sacrificing success. Listen to the podcast episode or read the Q&A.

November 6, 2025

Real estate tax changes that advisers need to understand

A firm partner and AICPA conference speaker breaks down rule changes related to bonus depreciation and opportunity zone investment. Listen to the podcast episode or read the Q&A.

October 30, 2025

3 types of difficult people — and how to work better with them

An executive coach and author explains the reasons co-workers can become difficult, what makes them challenging to work with, and how to understand them better. Listen to the podcast episode or read the Q&A.

October 23, 2025

Reflecting on AI’s rise in accounting, looking to what comes next

A consultant and keynote speaker shares how AI, hybrid work, and uncertainty are reshaping the accounting profession. Ahead of his sessions at the Digital CPA Conference, Pascal Finette assesses the profession’s willingness to change.

October 16, 2025

AI, succession, the talent pipeline, and defining ‘unapologetic’ ambition

A profession leader and former AICPA chair shares what’s top of mind for corporate boards and looks ahead to topics of conferences in November and December. Listen to the podcast episode or read the Q&A with Kimberly Ellison-Taylor, CPA/CITP, CGMA.

October 8, 2025

Shutdown concerns, the quest for tax guidance, the future of IRS service

An AICPA tax leader provides context on IRS operations during a shutdown, why guidance is needed in particular this year for tax practitioners, and why the definition of filing season is “a point of contention.” Listen to the podcast episode or read the Q&A.

October 2, 2025

Car talk: M&A, AI and EVs changing the dealership landscape

Two speakers with vast industry knowledge preview their session at the AICPA Dealership Conference. Listen to the episode or read the Q&A.

September 25, 2025

Professional liability risks related to Form 1065, CPA firm acquisitions

An author of the JofA’s Professional Liability Spotlight column explains the risks associated with Form 1065 and those related to CPA firm acquisitions. She also shares why a strong employee onboarding process can have risk-management advantages. Listen to the podcast episode or read the Q&A.