In a look behind his feature for the winter 2022 Pennsylvania CPA Journal, Mike De Stefano, chief financial officer for RKL in Lancaster, Pa., discusses how CFOs can better engage colleagues on financial details via a management discussion and analysis, or MD&amp;A, report. He explores the sorts of illuminating information that should go into an MD&amp;A: financial, nonfinancial, and more. To read the full transcript, click here.

Tell Your Organization’s Financial Story with an Engaging MD&A

Nothing can be more injurious to a CPA firm’s reputation – not to mention its bank account – than a client introducing a large malpractice claim. Based on her article for the  by Sarah Ference, CPA, risk control director for the accountants program at CNA Insurance, explores the signs that a large malpractice claim could be on the horizon as well as potential damages that can take place if the situation is not handled in a brisk manner. To read the full transcript,

CPA Firms: Know the Signs of Large Malpractice Claims

Nicholas Ring, controller at Pine Ridge Construction Management in Williamsport, Pa., joins us to discuss how COVID-19 has challenged governments and government CPAs, how you define transparency as it relates to government CPAs, and more. This podcast complements his column in the winter 2022 Pennsylvania CPA Journal. To Read the Full Transcript, Click .

Strong Ethical Practices a Must for Government CPAs

Eighteen months after the release of the Paycheck Protection Program, it is fair to say the program has been generally successful. However, one giant drawback is its susceptibility to fraud. According to our guest, Allison Greenfield of Forensic Resolutions Inc., the fraud is widespread enough to raise red flags. Get her view on who is responsible for monitoring for PPP fraud, why time lags may be preventing us from getting a full picture of the deception, and more in this CPA Conversations podcast. &nbsp; To read full transcript, click .

PPP Fraud Is Problem Nobody Is Looking At

Accounting work, like so many other fields of business, has been drastically changed by the coronavirus pandemic. Many CPAs are working from home and seeing no measurable drop in their productivity and efficiency. However, when it comes to auditing, John Mulcahy of FMC Corporation in Philadelphia says there is no substitute for working in tandem with your client in their office. In this podcast, get more details on the primary benefits of in-person auditing, why issues get overblown when auditing remotely, and more. &nbsp; To read the full transcript, click .

When It Comes to Auditing, There’s No Place Like the Office

In this episode of CPA Conversations, Jonathan Zigman, senior CPA content developer for UWorld LLC, provides an update on the current status of CPA Exam and the CPA Evolution initiative. He touches on what the CPA Exam is now and what the AICPA and NASBA hope it will become, the immediate benefits of the new proposed model, the advantages for would-be CPAs looking to move into specializations, and much more. &nbsp; To read the transcript, click .

CPA Evolution Exam Alterations Offer New Paths to Future Professionals

Kathy Brunner, founder, CEO, and president of Acumen Analytics, joins us to explore the basics of blockchain. She sheds light on the four different types of blockchain networks, how blockchain is currently being applied in business environments, opportunities for CPAs, and more. To read full transcript, click . &nbsp;

Knowing the Basics of Blockchain Is a Boon for CPAs

In a wide-ranging discussion about professional ethics, “Ethics Sage” Steven Mintz, professor emeritus with California Polytechnic State University in San Luis Obispo, Calif., highlights professional and personal behavior that would be considered injurious to the profession. Mintz also touches on how the current societal landscape can challenge CPA ethics as well as the positives and negatives of the AICPA Code of Professional Conduct. &nbsp; To read the full transcript, click .

Surveying the Landscape of CPA Ethics and Acts Discreditable to the Profession

The research and development (R&amp;D) tax credit is available to many organizations to help reduce their tax liability and overall financial expenditures. Unfortunately, many organizations don’t know everything they need to know to fully take advantage of the credit. To help educate these organizations, as well as the CPAs who represent them, we spoke with Ashley Chikes, director of operations for R&amp;D experts EPSA USA, about steps CPAs can take when advising a client about the R&amp;D credit, the ins and outs of the Pennsylvania R&amp;D credit, and more. &nbsp; To read full transcript, click .

Benefit Clients by Upgrading Your R&D Credit Knowledge

Matthew May, founder and vice president of sales and marketing for Acuity CFO Online Bookkeeping Accounting and Business Tax, joins us to talk small-business compliance with standards and regulations. In particular, May stresses the role CPAs can play in making the process easier. To read the full transcript, click here.

Benefit Clients by Upgrading Your R&D Credit Knowledge

CPA Conversations

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