AFO|Wealth Management Forward

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.

Rory and Rob speak with Charles Paikert of Barron's Advisor and The Family Wealth Report about the latest RIA M&A activity. In this episode, Charles gives insight into the continued RIA activity in light of a looming recession. Listen as they discuss why Private Equity and the large consolidators love the RIA model of recurring revenue, low overhead, a fragmented market, strong cash flow, and high margins. Discover why the 2022 market decline is helping firms who are able to offer equity, allowing buyers to participate in the market rebound. Do you want to know what firms are doing to attract top talent? How are the David's of the world competing with the Goliath's? Find out the answer to these questions and more in this latest episode with longtime industry observer Charles Paikert! Charles Paikert LinkedIn: https://www.linkedin.com/in/charles-paikert-48965112

Rory Henry and Will Hill of Will Hill Consults talk with Giles Pearson of Accountests as they discuss ways to screen, score and secure top talent. Listen as Giles explains how firms are using Accountests to assess applicants' technical knowledge and critical reasoning skills. Discover ways to avoid bad hires that can be a drain monetarily and culturally. Giles discusses personality profiles and how you can utilize them to create a professional development plan. Do you want to know the key differences between a  Finder Grinder, or Minder? Do you want to know the competency that makes up a successful accountant? Find out the answer to these questions and more on this latest episode with Giles Pearson of Accountests. Use AFO50 for a 50% discount on a first purchased test if used in the next 3 months. Free Trail available on www.accountests.com

Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how to use data to provide businesses with actionable insight. Listen as Glenn explains how firms are using Peerview to help businesses make more informed decisions by leveraging data from 1000's of companies. Learn tips on how to frame the advisory conversation with actionable data to help drive a companies growth. Get their thoughts on the E&Y company split and the future of advisory services in the profession. Are you a business that wants to know how you stack up financially in comparison to your peers? Are you a CPA looking to provide enhanced advisory services to clients? If so, you won't want to miss this episode with Glenn Dunlap from Peerview Data.

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall Street Journal about ESG backlash which is at odds with companies and investors. Listen as they talk about the clean energy provisions and tax incentives associated with the Inflation Reduction Act. Amrith discusses the Anti-ESG Chevron campaign by Vivek Ramaswamy to slow spending on its energy-transition plan. Are big energy companies investing more into clean energy? Do you want to know what the Anti-ESG movement is? Find out the answer to these questions and more on this podcast with Climate Finance Reporter Amrith Ramkumar from the Wall Street Journal.