Align your compass to the year ahead. In this episode, April Walker brings tax leaders together to share intentional, practical ways to run a better practice, focusing on advisory-first mindsets, using artificial intelligence (AI) with a purpose, collaboration around new legislation and sustainable operating rhythms.

What you'll learn from this episode:

• How to prioritize client outcomes and reinvest tech-enabled time into higher-value conversations
• Using AI with purpose — concrete use cases, role-based workflows and "AI stacking" for research, communication and tools
• Why we need to be ready for digital asset taxation with Form 1099-DA on the way
• How to be intentional with your operations — creating boundaries, systems and prioritizing consistency over intensity

AICPA resources

- Tax Section landing page

- Tax Section news and member FAQs

In this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This episode explores the personal and professional journeys that can follow selling a firm. This candid conversation offers practical advice for firm owners and professionals navigating major transitions in their careers.

What you'll learn from this episode:

• The importance of prioritizing self-care
• Why it is normal to expect identity shifts
• Ways to rediscover your purpose
• How connecting with others who have experienced similar transitions can ease the journey

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Reimagining firm ownership - Selling smart in a changing environment | Tax Section Odyssey (episode 2 in the reimagining miniseries)

Engage365

Key considerations when selling a CPA practice

PCPS Transforming Your Business Model

Reimagining Your Tax Practice

In this Tax Section Odyssey podcast episode, the second in a three-party miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This conversation explores how accounting firm owners can successfully navigate the process of selling their firm in today's competitive market.

Gather actional insights for firm owners considering a sale, emphasizing strategic preparation, objective valuation and thoughtful communication throughout the process.

What you'll learn from this episode:

• Key qualities buyers look for, including strong people, pricing, processes and technology
• Common mistakes sellers make, such as accepting the first offer or neglecting competition
• The important role of due diligence, transparency and cultural fit in successful transactions

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Engage365

Reimagining Your Tax Practice

PCPS Transforming Your Business Model