The Latest

Amy Vetter, CPA, CGMA, is the CEO of The B³ Method (Business + Balance = Bliss) Institute, where she empowers accounting professionals to transform their firms through connected leadership and client advisory excellence. With over 25 years of experience, including executive roles at global technology companies, she blends deep industry knowledge with mindfulness principles to help practitioners create sustainable success. Her Cherished Advisory Services programs guide firms in developing high-value client relationships that drive growth and profitability. A best-selling author, sought-after keynote speaker, and host of the Breaking Beliefs podcast, she has been repeatedly recognized as one of the Top 25 Most Powerful Women in Accounting and a Top 100 Most Influential Person in Accounting by industry publications.

Pat Connolly, CPA, is a tax partner at BlumShapiro, the largest regional business advisory firm based in New England, with offices in Connecticut, Massachusetts and Rhode Island.

Ex-RIA Richard G. Cody gave false reports to retirees for more than a decade, the SEC says. Many lost most of their life savings.

Hint: The sharp move higher in bond yields has not spooked stock market investors.

Expect the bonds versus stocks pendulum to swing anew.

Paul N. Iannone, JD, CPA, MST, is the founder of Tax Career Advisor LLC and author of “Extraordinary Tax Career.” Tax Career Advisor, LLC provides customized career coaching for tax and accounting professionals and consulting to CPA firms and corporations.

Jeffrey Pretsfelder is a senior analyst with Thomson Reuters Checkpoint within the Thomson Reuters Tax & Accounting business.

John Huddleston is the founder of Huddleston Tax CPAs, a firm that helps small businesses in the greater Seattle area with their tax and accounting needs. Along with being a CPA, he holds a JD and an LLM in tax law from the University of Washington.

Dom Esposito, CPA, is the CEO of Esposito CEO2CEO, LLC, a boutique advisory firm consulting with small and midsized CPA firms on strategy, practice management, mergers and acquisitions. Dom was voted one of the most influential people in the profession for two consecutive years by Accounting Today. He has written a book, “8 Steps to Great,” a primer for CEOs, managing partners and other senior partners, published by www.CPATrendlines.com. Reach him at desposito@espositoceo2ceo.com or (203) 292-3277.

Brendan Weafer is a fitness expert with multiple certifications in corrective exercise, nutrition and human motion. A former combative sports athlete, he now teaches employers how to create a healthy workplace environment in his role as CEO of Workweek Wellness.