Advertisement
TOPICS

A pioneering CPA reflects on a 50-year journey

To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.

Dominic R. Ortiz, CPA, CGMA

Dominic R. Ortiz, CPA, CGMA, is CEO of the Potawatomi Hotel & Casino in Milwaukee and a member of the AICPA board of directors.

CPA email closings: Go pro or add a personal touch?

Accounting professionals discuss the importance of email as a communication tool and the need to think about how their emails — including the closings — reflect on their and their firms’ professionalism. They say the messages should also consider the nature of the relationship they have with the other person.

CAQ increases diversity efforts with new initiative

The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.

Kimberly Kirkendall, CPA

Kimberly Kirkendall, CPA, is president of international
Resource Development Inc. in Cleveland.

Feeling stuck or overwhelmed? Advice to help ‘calm the storm’

Amber Setter, a former accountant and an International Coaching Federation-accredited professional certified coach, talks about signs someone may need to consider speaking with a professional about their mental health and what you can do if you notice these signs in someone else.

Susan M. Tillery, CPA/PFS

Susan M. Tillery, CPA/PFS, is president and co-founder of Paraklete Financial Inc. and co-owner of Financial Planning Advocate LLC, both in Kennesaw, Ga.

SPONSORED REPORT

Get your clients ready for tax season

Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.