Solo 401(k)s let you think beyond retirement.
Full show notes here.

The Concierge CPA
With Jackie Meyer

In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.

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Podell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.

“Putting money in these retirement plans pulls money out of the business and creates a personal net worth," Podell says.

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Firms, not candidates, are to blame for a generation of superstars declining the summons.
Show notes here

Gear Up for Growth
with Jean Caragher
for CPA Trendlines

Few voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.

So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here

In the new episode of “Gear Up for Growth,” hosted by Jean Caragher of Capstone Marketing, Metzler lays out why – and what separates the firms that keep their stars from the ones that lose them.

“The bigger the superstar in the firm, the more they say, ‘I’m really not sure if I want to be a partner,'” says Jim Metzler, founder of Metzler Advisory Group and author of “The Emerging Partner Playbook: A Complete Guide for Emerging Partners in CPA Firms,” this edition of “Gear Up for Growth,” powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing.

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As workplace language evolves, effective professionals know their audience and adapt their message.

Accounting ARC
With Byron Patrick, Donny Shimamoto and Liz Mason
Center for Accounting Transformation

Every generation enters the workplace speaking a slightly different language.

For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the dated vocabulary might sound different, but the underlying challenge remains familiar: How do people bring their authentic voices to work while still communicating professionally?

• MORE Accounting ARC: Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet

In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, examine the supposed language barrier separating Generation Z and baby boomers — and question whether it is really as new or insurmountable as some portray it.

Their conclusion is less about memorizing the latest slang and more about developing an essential power skill: adaptability.