Motivating & Inspiring

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.

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.

Kevin H. Wang, CPA/CITP

Kevin H. Wang, CPA/CITP, is director of innovation at Warren Averett CPAs and Advisors. He works out of the firm’s Birmingham, Ala., office.

Tim Keefe, CPA, CGMA

Tim Keefe, CPA, CGMA, is director of finance at Lund, a not-for-profit organization in Vermont serving children and families; founder of Philo Financial Consulting LLC; and board president of the Vermont Society of CPAs.

J’Maine Chubb, CPA, CGMA

J’Maine Chubb, CPA, CGMA, CFO of the Houston Airport System, discusses achieving goals, knowing when to say no, weathering the pandemic, and more.

Elisabeth Sandersfeld, CPA, CGMA

Elisabeth Sandersfeld, CPA, CGMA, the CFO at Continental Western Group, Berkley Agribusiness, and Berkley North Pacific, talks about risk and planning for the unexpected.

Where to find November’s flipbook issue

The Journal of Accountancy is now completely digital. 

 

 

 

SPONSORED REPORT

Get Clients Ready for Tax Season

This comprehensive report looks at the changes to the child tax credit, earned income tax credit, and child and dependent care credit caused by the expiration of provisions in the American Rescue Plan Act; the ability e-file more returns in the Form 1040 series; automobile mileage deductions; the alternative minimum tax; gift tax exemptions; strategies for accelerating or postponing income and deductions; and retirement and estate planning.