Afleveringen
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Heather Esposito, founder of Movora Strategies, joins us as part of a five-part series to explain why accountants are wired for a “compliance mindset”—certainty, patterns, fast answers—and why today’s uncertainty demands an “advisory mindset” rooted in curiosity, presence, and better questions. She and host Chris Mitchell explore how identity, stress, and workplace rewards keep us stuck, and how human “power skills” like psychological safety and brain-friendly communication will differentiate professionals in the age of AI. Practical, candid, and timely—this episode will change how you show up with clients.
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Most firms train their people to be trusted advisors — and then wonder why nothing changes. Heather Esposito joins us as part of a five-part series to unpack the gap between learning in a room and doing in the real world. She dives into the neuroscience of habit, why your environment controls your behavior more than any training ever will, and how to finally measure ROI on development. If you're serious about leveling up your team, don't skip this one.
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Zijn er afleveringen die ontbreken?
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In this episode of Tax News Now, Mark Gallegos and his guest, Chris Wittich, Partner at Boyum, discuss key lessons learned from navigating the PPP and ERC landscape as well as the evolving role of CPAs as trusted advisors beyond traditional compliance work. The episode also explores the future of the profession through the lens of AI integration, talent retention, work-life balance, and the critical importance of practitioner involvement in shaping tax legislation.
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Clients may ask for answers—but in today’s uncertain, fast-changing environment, they’re often looking for something more: a calm, credible guide. As part of a five-part series, host Chris Mitchell interviews Heather Esposito - CPA, ICF-credentialed coach, and founder of Movora Strategies - on how accountants can shift from “problem-solver” to trusted advisor. Heather shares how to navigate complexity without a playbook, use questions that change how clients think, and build the self-awareness that makes those skills usable in real conversations. This is a must-listen for firm leaders and rising professionals.
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Heather Esposito’s career path is anything but linear: from special education to earning six Mary Kay career cars (including the Pink Cadillac), rebuilding after Hurricane Katrina, and rising into leadership development at major companies—before returning to accounting, earning her CPA later in life, and launching two businesses. In this interview, she shares how curiosity, resilience, and lifelong learning shaped every pivot, plus what she believes is changing fast in the accounting profession. Listen for practical insights on reinvention, leadership, and skills-based growth.
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Veteran CPA and former healthcare CFO Melvin Alexander joins host Chris Mitchell to unpack what makes healthcare finance uniquely challenging—and surprisingly mission-driven. They dive into how reimbursement really works, why consolidation keeps reshaping hospitals, and how labor, inflation, and technology pressures are squeezing margins. Melvin also explains what “complex accounting events” look like in healthcare and shares practical career advice for students and accountants considering the field. If you want a clear, real-world look at the financial engine behind patient care, this episode delivers.
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In this episode of Tax News Now, Mark Gallegos and his guest, Brandon Lagarde of Eisner Advisory Group LLC, explore the rapidly evolving tax landscape surrounding two major money-in-sports trends: the explosion of legalized sports gambling and the rise of NIL (Name, Image, and Likeness) income for college athletes. The discussion covers key compliance issues practitioners need to understand, including the new gambling loss limitation rules, reporting of winnings, recordkeeping challenges, and the tax complexities of cryptocurrency used for wagering. The episode also highlights the unique tax challenges facing college athletes and encourages CPAs to take a proactive advisory role as both areas continue to grow.
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AI isn’t just a tech upgrade—it’s rewriting budgets, internal controls, and even how long leadership has to make decisions. In this episode, Dr. Sean Stein Smith breaks down what’s changed fast, why traditional GAAP reporting struggles with AI’s intangible commitments, and how investors and executives alike can cut through hype by focusing on cash flow and footnotes. Join us for a practical, finance-first roadmap for navigating what’s coming next—and where the real ROI will (and won’t) show up.
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What does a Big 4-trained CPA have in common with stilt-walkers and viral baseball? Dr. Tim Naddy breaks down how he went from public accounting to academia, entrepreneurship, and ultimately CFO of the Savannah Bananas—where games are full-blown shows and every decision is filtered through a “does this make it better for the fan?” mindset. He also discusses trusted-advisor skills, why creatives need financial armor, and how to avoid burnout while building a career with purpose. If you think accounting is boring, this episode will change your mind.
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Thinking about leaving a traditional finance or accounting role? Britt Clark joins host Mike Potenza to explain how he went from earning his CPA a decade into his career to becoming a corporate controller to leading FP&A at Aflac—then making the leap into fractional CFO work. He breaks down how he landed his first clients, why relationships beat cold marketing, and how to set boundaries so the work doesn’t become a 60-hour grind again. Britt also shares practical ways he uses AI to speed up analysis and communication while keeping human judgment in the driver’s seat.
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In this episode of Tax News Now, Mark Gallegos and his guest, Terry Lemons, Public Relations Director at Frost Law and former Communications and Liaison Chief at the Internal Revenue Service, takes listeners inside the IRS, exploring how the agency is structured, how it operates, and what really happens when major tax legislation gets passed and implemented. Topics covered include the IRS's internal decision-making process, the ongoing challenges of staffing reductions and processing backlogs, and the critical role that tax professionals play in keeping the tax system functioning.
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This episode is a true case study of a cannabis operator that looked “buttoned up” on paper—SOPs, cameras, and compliance staff—until regulators showed up. What began as a routine, anonymous mold complaint escalated when inspectors found predated sanitation logs and started pulling supporting records. The deeper they looked, the more control gaps surfaced: no documented monthly inventory counts, finished product left unsecured, and security footage that wasn’t being reviewed—until it revealed repeated employee theft. Naomi Granger explains the red flags and the checkpoints accountants can use to prevent enforcement action.
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What if the biggest risk in your firm isn’t a technical accounting issue—but a quiet licensing and mobility misstep you didn’t know you were making? In this episode, CPA QualityPro CEO Lindsay Patterson shares how she went from journalism to the AICPA, earned her CPA while working full-time and raising kids, and then built a platform to help firms stay compliant across 55 jurisdictions. You’ll hear practical insights on mobility myths, common renewal and registration pitfalls, and what the 120-hour pathway—and even potential 90-hour degrees—could mean for substantial equivalency, multi-state practice, and your talent pipeline.
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Rescheduling could be the biggest tax shake-up the cannabis industry has ever seen—but the hype may be ahead of the facts. In this interview, CPA Bruce Andersen explains what President Trump’s recent executive order actually does (and doesn’t do), why 280E relief isn’t immediate, and how operators should plan spending, depreciation, and estimated payments while the industry waits for agencies—and potentially Congress—to act. You’ll also hear what “protective claims” really mean, why “federally legal” is a myth, and how hemp policy could complicate the path forward.
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In this episode of Balancing the Future, marketing leader Toi Eshun shares how purpose-led organizations can build trust, sharpen their identity, and inspire action through strategic branding. She breaks down the “science” of marketing—psychology, data, and audience insight—alongside the creative craft of messaging and visuals. Using examples from nonprofit work and the accounting profession, Toi explains why rebrands succeed or fail based on stakeholder buy-in and timing. She also offers a practical perspective on AI: powerful for efficiency and analysis, but not a substitute for human emotion, expertise, and judgment.
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In this episode Mark Gallegos, Tax Partner at Porte Brown, and his guest, Mark “Coach” Mirsky of Aprio, LLP, discuss Mark’s career path towards becoming a trusted advisor known for a coaching-first mindset. The conversation then goes deep on partnerships and other flow-through entities: why they’re so often misunderstood, the common compliance red flags, and how advisors can add real value by thinking long-term and aligning tax strategy with client goals.
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Former Ole Miss offensive lineman Christopher Cola shares how football shaped his career in accounting and beyond. He discusses how lessons from the trenches—preparation, teamwork, and consistency—carried him through public accounting, the CPA Exam, and a wide-ranging business career. Today, he teaches, writes, and advises student-athletes navigating NIL and financial literacy. Cola connects “doing the things that take no talent” (showing up, discipline, and effort) to professional success, and explains why mentorship and a personal “board of directors” can be a game changer for students and young professionals.
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In this foundational interview, Clint Hangebrauck—Managing Director of Enterprise Risk Management and Internal Audit at the NCAA— offers a behind-the-scenes look at how college sports are protected as sports betting grows nationwide. He explains why prop bets heighten integrity and athlete well-being risks, how the NCAA partners on education and monitoring, and what’s being done to address harassment from bettors. Clint also looks ahead to emerging threats like prediction markets and other “gray market” betting alternatives, and why risk management is now central to protecting student-athletes.
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Brian Williams, CEO and founder of Perspectivity, joins host Chris Mitchell to share how childhood labels and the Silicon Valley grind shaped his mission to create authentic change. He recounts battling “head trash,” walking away from tech’s 24/7 culture for family, and the white-knuckle leap into entrepreneurship. Williams breaks down the power of perspective, the four F’s—faith, family, finance, fun—and why executive coaching and community service fuel sustainable success. Join us for an honest look at fear, resilience, and building people-first businesses in an AI-accelerated world.
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In this episode Mark Gallegos, Tax Partner at Porte Brown, and his guest, Andrew Leonard, focus on practical international tax awareness for CPAs, emphasizing how cross-border issues often surface unexpectedly through foreign investments, gifts, or life events. They highlight core compliance and penalty risks (including information reporting), how to ask better client questions to uncover exposure, and why proactive planning and clear communication are critical to keeping clients compliant.
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