In this episode of Off the Ledger, Joe speaks with Jordan Goodman from Kilpatrick Townsend & Stockton LLP in Chicago, IL, about updates on the evolving state and local tax laws, including changes to federal protections, market-based sourcing challenges, and the impact on small businesses.
This month Joe speaks with George Copeland, CEO of GMC Consulting, about how the DISC behavioral assessment can improve team communication by helping individuals understand and adapt to different personality styles. George shares personal insights on how applying DISC has strengthened his leadership, reduced conflict, and fostered more supportive and effective workplace dynamics.
In this episode, Joe talks with Jamar Cobb-Dennard, J.D., a business broker with Indiana Business Advisors in Indianapolis, to explore how artificial intelligence (AI) is reshaping the accounting profession. From drafting content to analyzing financials to enhance deals, Jamar explains how AI enhances efficiency, provides deeper insights, and supports stronger strategic thinking. He also expands on why it’s not a replacement for human expertise, but a tool that elevates impact.
In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA’s 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.
This month Joe chats with Business Development Market Leader at BDO, Anthony Rosenblum, CPA about his lifelong passion for volunteering, sparked by early experiences in his hometown, and how it has enriched his personal and professional life, helping him build leadership skills, meaningful relationships, and community impact through roles ranging from CPA board work to coaching his kids’ sports teams.
On this episode of Off the Ledger, Joe sits down with one of the founding partners of J&F Advisors, Ashley Johnson, CPA, EA, and discusses the importance of financial literacy and her work introducing high school students to accounting, as well as preparing students for CPA careers and the broad opportunities within the accounting profession.
This month, Joe chats with John Eardley, CPA, MST from Crowe LLP about Michigan’s flow-through entity tax, its complexities, and recent legislative changes aimed at simplifying compliance for taxpayers and CPAs.