Pulse of the Practice

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1. Pulse of the Practice: Section 7216, AI Disclosure, and the Trap of Fearing "The Five"
   Sep 8, 2026 · original
   Mo and Paul return after a busy summer to talk about the tension every tax and accounting firm is feeling right now: balancing day-to-day deadlines with the constant wave of new AI tools. The conversation centers on IRC Section 7216 — the client disclosure requirement for using third-party tools (including AI) on tax return data — and why so many firms hesitate to bring it up with clients. Mo and Paul unpack why firms fear disclosure conversations (data security, "what will my client think?"), and make the case for flipping the script: raise these topics proactively, frame them around trust and benefit rather than risk, and treat AI/vendor disclosures as a normal, recurring part of the client relationship rather than a one-off, anxiety-inducing form. They draw parallels to past shifts — paper to e-file, offshore staffing, remote employees, pricing changes — arguing that firms too often l
2. The AI Inflection Point: How Tax Firms Are Preparing for Agent-Powered Workflows
   Jul 16, 2026 · original
   In this episode, we explore the rapidly changing role of artificial intelligence in the tax and accounting profession. What began as simple AI-generated emails and content creation is quickly evolving into agent-based systems capable of performing real work across firm workflows. Drawing on conversations from industry events and firsthand experiences with firms and clients, we discuss why many believe we're at a major inflection point for AI adoption. Topics include the rise of AI agents, client expectations, the challenges of establishing a reliable "source of truth," and the growing need for governance, testing, and validation as firms automate sensitive processes. The discussion also tackles one of the profession's biggest questions: How do firms preserve professional judgment and develop future talent when more routine work is handled by AI? From structured versus unstructured data t
3. Perspective Under Pressure: Turning Adversity Into Strength with John Kriesel
   Jun 24, 2026 · original
   What happens when life throws the unthinkable your way—and how do you come out stronger on the other side? In this episode of Pulse of the Practice , hosts Mo Arbas and Paul sit down with John Kriesel—combat veteran, Purple Heart recipient, and renowned speaker—to explore the power of perspective, resilience, and mindset. From surviving a life-altering explosion in Iraq to finding purpose in sharing his story, John brings powerful lessons that resonate far beyond the military. Together, they connect those lessons to the everyday pressures professionals face—from unexpected challenges and industry change to the stress of “high-stakes” work that can feel overwhelming in the moment. You’ll hear: Why perspective is the most powerful tool for navigating stress How to turn “bad days” into manageable ones with intentional mindset The importance of planning, preparation, and asking for help Prac
4. The Future of Advisory: Client Intelligence, Firm Intelligence & AI-Powered Workflows | Pulse of the Practice LIVE at Advisory Symposium 2026
   Jun 16, 2026 · original
   Recorded live at the Thomson Reuters Advisory Symposium 2026 in Huntington Beach, CA on June 2, 2026, this special live episode of Pulse of the Practice features hosts Paul Miller (founder and owner of Business by Design, a firm specializing in advisory services and tax strategies for small business entrepreneurs) and Mo Arbas (Advisory Services Lead and thought-leadership presenter at Thomson Reuters events, passionate about challenge and change in the advisory space). In this high-energy, audience-driven session, Paul and Mo tackle the most pressing challenges facing tax and accounting firms right now — and lay out a compelling vision for what's coming next. They walk through a firm life cycle framework built around three concurrent cycles: the client cycle, the firm cycle, and a pre-cycle focused on prospecting — including the often-overlooked reality that your existing clients are pr
5. Beyond Tax Season: Staffing, Standards, and Strategy in a Rapidly Changing Firm
   May 5, 2026 · original
   What really happens inside a firm after April 15 ? In this episode of Pulse of the Practice , Mo Arbas sits down with Paul Miller of Business by Design for an inside look at what forward-thinking accounting and advisory firms are doing once the tax deadline passes—but before the next one hits. Paul breaks down how his 23-person firm uses the summer months to focus on what truly drives long-term success: training, standardization, staffing strategy, and technology adoption . They explore why tax returns are no longer “the event,” how firms are shifting bandwidth away from pure technical work and toward client experience, and why non-technical advisory support roles are quickly becoming essential. You’ll hear practical insights on: How modern firms structure teams across client success, advisory, and technical tax roles What to look for when hiring non-technical staff—and why curiosity mat
6. Pulse of the Practice: Advisory Symposium 2026 Preview from Huntington Beach
   Apr 21, 2026 · original
   In this episode of Pulse of the Practice , Mo Arbas and Paul Miller are joined by Therese "T on the Street" to preview this year's Advisory Symposium in Huntington Beach, California, happening June 2–4. They share what attendees can expect, including more than 40 breakout sessions covering advisory, AI, new technology, and thought leadership, plus appearances from keynote speakers Tom Hood and John Kriesel. The team also highlights the event's live podcast kickoff, networking, and a Beach Boys-themed party that promises to make this year's symposium both insightful and unforgettable.
7. Time, Tech, and Tax Season: Why the Future of Prep Is Changing Fast
   Mar 26, 2026 · original
   n this episode of Pulse of the Practice , Mo Arbas and Paul Miller dig into the real-world pressures of tax season — from the grind of long days and missed spring weather to the growing chaos of client document habits. They explore why multitasking is a myth, how time seems to “collapse” in modern firms, and why protecting your schedule has become essential. But the conversation quickly expands to the bigger shift happening in the profession. Mo and Paul break down how technology, automation, and emerging AI-driven agents are rapidly reshaping tax prep, document handling, staffing needs, and client expectations. They discuss why traditional tax preparation is no longer the “bread and butter,” what firms must standardize to scale, and how the role of the accountant is evolving toward advisory and year‑round financial insight. It’s an honest, forward‑looking conversation about the pressure
8. From Extensions to Expertise: How Firms Grow by Capturing What They Know
   Mar 10, 2026 · original
   In this episode of Pulse of the Practice , Mo Arbas and Paul Miller dive deep into the real challenges firms face during the busiest part of tax season—from extensions and deadlines to client expectations and team bandwidth. But the conversation quickly expands into something much bigger: how firms can scale smarter by building systems for knowledge sharing, pattern recognition, and staff development . Mo and Paul explore how recorded meetings, AI tools, and intentional review processes can transform scattered expertise into a firm-wide advantage. They unpack how advisory work follows recognizable patterns, why client interactions often repeat across firms, and how identifying those similarities can dramatically speed up staff training and reduce burnout. They also discuss: Why early, uncomfortable client conversations save time later How to use AI recordings to improve—not just document
9. Building a Tax-Ready Firm: Processes, People, and the Power of Structure
   Feb 17, 2026 · original
   In this episode of Pulse of the Practice , Mo Arbas and Paul Miller dive deep into what truly keeps an accounting firm running smoothly during tax season—clear processes, intentional workflows, and the right questions asked at the right time. From the realities of client data chaos to the importance of firm-wide standards, Paul breaks down how his multi-team firm handles data intake, “tax-ready” checklists, questionnaires, and internal workflow guardrails. Mo compares this to the challenges solo practitioners face, sparking a conversation about scaling, staff development, knowledge transfer, and why younger team members learn differently today. The duo also discuss evolving technology, AI-powered knowledge bases, and the importance of documenting firm methodologies—one decision tree at a time. Whether you’re a firm leader, a growing practitioner, or someone looking to streamline your pro
10. The Advisory Mindset Shift: AI, FP&A, and the Future of Accounting Firms
    Jan 27, 2026 · original
    In this episode of Pulse of the Practice , Mo Arbas and Paul Miller sit down with Fady Hawatmeh, founder of Clockwork, to explore what advisory really means in today’s accounting landscape—and what it will take to scale it successfully. Fady shares the origin story behind Clockwork, why he built an AI‑native FP&A platform from the ground up, and how firms can move from rear‑view reporting to forward‑looking insight. The conversation dives into mindset shifts, why most “AI hype” misses the mark, and how agentic AI will soon function as a true financial planning team—not just a tool. If you’re an accounting firm looking to modernize advisory services, improve client experience, and understand where AI truly adds value, this episode is packed with practical insight and honest perspective.
11. Year in Review: Predictions, AI Insights, and the Future of Accounting
    Dec 23, 2025 · original
    In this final episode of the year, Mo Arbas and Paul Miller take a reflective dive into what shaped the accounting profession in 2025 and what’s next. From the reality that uncertainty is permanent to why advisory isn’t just a service line but a mindset shift, they explore leadership bottlenecks, talent challenges, and the evolving role of technology. The conversation also touches on AI’s growing influence, firm sustainability, and how client expectations are changing. And for a fun twist, Mo shares what ChatGPT had to say about their strengths! If you’re looking for insights, laughs, and a roadmap for the future, this episode delivers.
12. ear-End Planning: Retirement Accounts, Real Estate, and Proactive Advisory
    Dec 2, 2025 · original
    In this episode of Pulse of the Practice, hosts Mo Arbas and Paul Miller dive into the realities of year-end planning for firms and their clients. They discuss the evolving nature of tax seasons, the importance of standardizing retirement account advice, and how proactive education can help clients make better financial decisions. The conversation covers prioritizing HSA contributions, navigating health insurance options, and the nuances of retirement plans for business owners—with or without employees. Paul shares insights on balancing client goals, whether it’s maximizing tax deductions through retirement accounts or investing in real estate, and emphasizes the value of anticipating client needs rather than simply answering questions. The episode wraps up with practical tips for closing the loop on planning decisions and highlights the difference between reactive and proactive advisory
13. From Burnout to Breakthrough: Gary Boomer's Playbook to Rebuild CPA Firms with AI by 2026
    Nov 11, 2025 · original
    Is the accounting talent shortage your biggest problem—or your biggest opportunity? In this episode of Pulse of the Practice (2025, E19), hosts Mo Arbas and Paul Miller sit down with L. Gary Boomer—founder, visionary, and strategist at Boomer Consulting—to unpack how AI, advisory services, and a new business model will redefine CPA firms by 2026. Boomer explains why the next five years could deliver a century's worth of technology change, and how firm leaders can turn anxiety and burnout into momentum with mindset, purpose, and process. You'll learn the concrete steps to move from compliance to high‑value advisory, ditch the hour‑based model for results‑driven pricing, and build an Agenic Workforce that scales expertise with AI "agents," staff‑on‑demand, and fractional C‑suite talent. What you'll learn: How to pivot from tax/audit compliance to recurring, scalable Client Advisory Service
14. Pulse of the Practice: Behind the scenes at SYNERGY
    Nov 7, 2025 · original
    Mo and Paul interview Andrew McCracken live on-site at SYNERGY 2025 in Orlando, Florida, to learn what it's like to put a conference of this magnitude together.
15. Inside the Neighborhood: Energy, AI, and Change at Synergy Users Conference
    Nov 6, 2025 · original
    Step into the vibrant atmosphere of the Synergy Users Conference with this special “Neighborhood Walk Through” episode of Pulse of the Practice. Hosts take you behind the scenes, capturing the energy, candid conversations, and diverse perspectives that make this event unique. From advisor bootcamp reflections to spontaneous chats with attendees and vendors, the episode explores how firms are embracing innovation, leveraging AI, and tackling real-world challenges in tax and advisory workflows. Hear firsthand how peer-to-peer learning, product feedback, and intentional change are shaping the future of the industry. Whether it’s finding the “golden ticket” to new efficiencies, sharing a laugh over conference quirks, or discussing the importance of carving out time for innovation, this episode delivers a lively, insightful look at what happens when professionals come together to recharge, co
16. Hackers Love Small Tax Firms: Why MFA Is Already Obsolete—and What Could Save You
    Oct 28, 2025 · original
    Episode description (120–180 words): Cybersecurity is no longer optional for tax and accounting firms. In this episode, hosts Mo Arbas and Paul Miller are joined by Steve Ferguson (Protection Plus) to break down what really keeps practices safe—and operating—when threats hit. They cover why small firms are prime targets, how phishing and AI‑driven scams fool even savvy teams, and why MFA alone isn't enough as zero trust becomes the new standard. Steve explains must‑have protections, including cyber insurance with breach response, plus the role of a written information security plan (WISP) required by FTC/IRS guidance. You'll hear real‑world stories—from kiosk‑seeded refund diversions to gift‑card cons—and practical steps for training staff, reducing liability, and responding fast to limit damage. If you handle client data, this conversation is your playbook for Cybersecurity Awareness Mo
17. The Human Edge: Why In‑Person Collaboration Still Matters in a High‑AI World
    Oct 14, 2025 · original
    On this episode of Pulse of the Practice, hosts Mo Arbas and Paul Miller get candid about the real trade‑offs between remote, hybrid, and in‑office work—especially inside tax and accounting firms. Fresh off the Oct 15 deadline push, they unpack client "last‑minute" realities, staff learning curves, and why knowledge transfer, mentorship, and relationship building often accelerate when people share the same room. Mo and Paul compare what's truly efficient remotely vs. what benefits from in‑person energy—brainstorming, training juniors, managing tough client conversations, and developing the advisory mindset that AI can't replace. They also discuss how shifting routine work to AI raises the bar on human skills: collaboration, judgment, and leadership. Takeaways: When hybrid beats remote (and why RTO is resurging) Turning deadline chaos into repeatable process improvements Making mentorship
18. Beyond Compliance: Build a 2026 Plan Clients Trust—and Happily Fund
    Sep 30, 2025 · original
    In this Pulse of the Practice conversation, Paul Miller unpacks why the best “tax planning season” is all year long—not just Q4. With many firm initiatives already targeting 2026, Paul shares how leading firms translate today’s client conversations into concrete capacity, revenue, and staffing plans for the next 12–24 months. Key takeaways: Listen for life‑event signals. Clients rarely say “I need an exit plan.” They hint at transitions—succession, burnout, relocation, health, or market shifts. Train your team to hear those cues and start planning early. Valuation isn’t a finish line; it’s a starting point. Regularly benchmark the business so owners can align pricing, client mix, and structure with their eventual exit timeline. Make planning continuous. Replace last‑minute Q4 models with a cadence of mini‑check‑ins that combine numbers with narrative: goals for the next 1–5 years, risk t
19. Navigating 2025 Tax Law Changes: Proactive Strategies for Accounting Firms
    Sep 9, 2025 · original
    In this episode of "Pulse of the Practice," hosts Mo Arbas and Paul Miller dive deep into the latest tax law updates impacting accounting and tax firms as we approach the fourth quarter of 2025. Discover practical strategies for communicating key legislative changes—like the expiration of the clean vehicle credit, updates to renewable energy incentives, R&D credit modifications, QBID (Section 199A), and bonus depreciation—with your clients. Learn how to break down complex information into digestible video announcements and distinguish between goodwill communications and billable advisory work. Mo and Paul offer actionable insights on how firms can stay ahead by proactively addressing client needs, leveraging new tax planning opportunities, and maintaining confidence in an ever-evolving regulatory landscape. Whether you're managing busy extension deadlines or looking to optimize your advi
20. Navigating Tax Law Changes: Proactive Advisory Strategies for Accounting Firms
    Aug 27, 2025 · original
    In this insightful episode of Pulse of the Practice, hosts Mo Arbas and Paul Miller reconnect to discuss the ever-evolving landscape of tax law changes and the impact on accounting practices. With recent travel and busy schedules behind them, Mo and Paul dive deep into how firms can proactively adapt to new legislation, including the "big beautiful bill" and its implications for tax credits, child tax exemptions, overtime income, and more. Listeners will gain actionable advice on how to stay ahead of regulatory updates, optimize tax planning strategies for clients, and effectively communicate changes through targeted content like short, topic-specific videos. The hosts explore the importance of advisory services, the evolving roles within accounting teams, and how firms can build trust and demonstrate value beyond compliance work. Key topics include: The importance of proactive client co

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