How does someone who calls himself a terrible auditor become the person clients ask for by name?Dean Quiambao is Chief Relationship Builder and Northern California Market Leader at Armanino, where he has spent the last 25 years.
What happens when a firm owner decides the only real fix for busy season is building the software himself?Dave Haase is the founder and CEO of Juno, a tax prep automation platform built by CPAs for tax firms.
What makes someone pull over at a phone booth in the middle of a workday, call his wife, and tell her he is quitting to become a CPA?Randy Crabtree is the founder of Tri Merit, the specialty tax firm he built around R&D tax credits starting in 2007, and the creator of Bridging the Gap, the wellness focused accounting conference now heading into its fifth year.
What happens when a client tells their wealth advisor they got married, and the tax team only finds out after the return is filed?Naomi Owotumi is General Manager of Accounting at Jump, where she is building the accounting vertical inside a company that already dominates wealth management with more than 40,000 users across 14,000 firms.
What happens to a profession when the jobs where people actually learned it start to disappear?Kait Zech is a Partner at PKF O'Connor Davies and the incoming president of the New Jersey Society of CPAs.
What if the two years at a Big Four firm that everyone treats as mandatory are no longer worth what they used to be?Jerome Meyer is Vice President of Global Tax at AMD, where he leads a team of roughly 60 people covering every jurisdiction the company operates in.
What happens when you spend twenty years building a tax career in a country that did not have a corporate income tax?Humayun Naseer is VP of Tax at Gulf Islamic Investments in Dubai, a Shariah compliant alternative investment firm with more than $4.5 billion under management.
What happens to professional judgment when the machine gets good enough to exercise it?Adam sits down with Tomás González, a 35 year veteran of tax across Latin America.