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  Reuters : Thomsom Reuters : Pulse of the Practice
05  may     08h22
Beyond Tax Season: Staffing, Standards, and Strategy in a Rapidly Changing Firm
Thomson Reuters    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...
21  april     07h59
Pulse of the Practice: Advisory Symposium 2026 Preview from Huntington Beach
Thomson Reuters    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...
26  march     19h45
Time, Tech, and Tax Season: Why the Future of Prep Is Changing Fast
Thomson Reuters    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...
10  march     08h37
From Extensions to Expertise: How Firms Grow by Capturing What They Know
Thomson Reuters    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...
17  february     22h18
Building a Tax-Ready Firm: Processes, People, and the Power of Structure
Thomson Reuters    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...
27  january     09h08
The Advisory Mindset Shift: AI, FP A, and the Future of Accounting Firms
Thomson Reuters    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...
23  december     18h07
Year in Review: Predictions, AI Insights, and the Future of Accounting
Thomson Reuters    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...
02  december     09h00
ear-End Planning: Retirement Accounts, Real Estate, and Proactive Advisory
Thomson Reuters    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....
11  november     09h00
From Burnout to Breakthrough: Gary Boomer’s Playbook to Rebuild CPA Firms with AI by 2026
Thomson Reuters    Is the accounting talent shortage your biggest problem or your biggest opportunity? In this episode of Pulse of the Practice (2025, E19), hosts Mo...
07  november     11h00
Pulse of the Practice: Behind the scenes at SYNERGY
Thomson Reuters    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...
06  november     21h19
Inside the Neighborhood: Energy, AI, and Change at Synergy Users Conference
Thomson Reuters    Step into the vibrant atmosphere of the Synergy Users Conference with this special Neighborhood Walk Through episode of Pulse of the Practice. Hosts...
28  october     08h00
Hackers Love Small Tax Firms: Why MFA Is Already Obsolete and What Could Save You
Thomson Reuters    Episode description (120-180 words): Cybersecurity is no longer optional for tax and accounting firms. In this episode, hosts Mo Arbas and Paul...
14  october     08h00
The Human Edge: Why In Person Collaboration Still Matters in a High AI World
Thomson Reuters    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...
30  september     08h00
Beyond Compliance: Build a 2026 Plan Clients Trust and Happily Fund
Thomson Reuters    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...
09  september     08h00
Navigating 2025 Tax Law Changes: Proactive Strategies for Accounting Firms
Thomson Reuters    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...
27  august     16h34
Navigating Tax Law Changes: Proactive Advisory Strategies for Accounting Firms
Thomson Reuters    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...
19  august     08h00
Breaking the Hamster Wheel: Transforming a CPA Practice for Sustainable Growth with Kevin Stewart - Live from Nashville Partner Summit Part 2 of 2
Thomson Reuters    In this insightful episode of Pulse of the Practice, hosts Mall Harbor and Paul sit down with Kevin Stewart, a seasoned CPA and second-generation...
05  august     08h00
Transforming Accounting Practices: Overcoming Challenges, Embracing Change, and Building Stronger Teams - Live from Nashville Partner Summit Part 1 of 2
Thomson Reuters    In this insightful episode of Practice Pulse, host Mo sits down with industry veterans Paul and John for a candid conversation live from the...
22  july     19h54
Pulse of the Practice - Live from Miami: Innovation Evolution: Lessons from Amazon and the Future of Tax Advisory
Thomson Reuters    Join us for a dynamic live episode of Pulse of the Practice from the 2025 Advisory Symposium in Miami Hosts Mo and Paul kick off with lively banter,...
24  june     08h00
The Future of Client Relationships
Thomson Reuters    SummaryIn this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting...
13  june     20h55
Beyond the Numbers: Elevating CPA Practices with Wealth Management and Advisory Services
Thomson Reuters    SummaryIn this episode, Mo Arbas and Paul Miller engage with Trisha Floyd, a CPA firm owner, discussing her journey in transitioning from traditional...
27  may     08h00
The Evolution of Client Relationships in Advisory
Thomson Reuters    SummaryIn this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They...
13  may     08h01
The Intersection of Wealth Management and Tax Planning
Thomson Reuters    SummaryIn this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss...
02  may     19h17
The Challenge of Balancing Technology and Client Needs
Thomson Reuters    SummaryIn this conversation, Mo Arbas and Paul Miller discuss the complexities of client management in the advisory sector, emphasizing the...
15  april     08h00
Evolving Client Engagements Meetings
Thomson Reuters    In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational...
01  april     20h29
The Future of Advisory Services: Embracing AI
Thomson Reuters    In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like...
18  march     08h00
Why Should I Reset a Relationship?
Thomson Reuters    Paul and Mo discuss how important it is to reset a client relationship and provide tips on how to do that on a regular basis.
04  march     09h05
2025 Kickoff
Thomson Reuters    Paul and Mo are back to check on the pulse of the practice
24  december     09h00
A Year in Review
Thomson Reuters    It’s bittersweet moment as Paul and Mo reflect on key moments this year and what they’re looking forward to in 2025.
09  december     09h00
Are Your Ready to Advise?
Thomson Reuters    Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY.
03  december     09h00
What does the number 200 mean?
Thomson Reuters    Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.
08  october     08h00
SafeSend
Thomson Reuters    Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address...
01  october     08h03
BDO Alliance USA
Thomson Reuters    Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and...
17  september     08h00
Evaluating Relationships
Thomson Reuters    Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to...
10  september     08h00
Beyond the Tax Return
Thomson Reuters    In this week’s episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how...
04  september     08h00
Back to School
Thomson Reuters    In this week’s episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.
20  august     08h00
A Firm’s Acquistions and a Leader’s Coaching Mindset
Thomson Reuters    Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O’Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm’s journey,...
13  august     08h00
A Progessive Firm’s Perspective
Thomson Reuters    In this week’s episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and...
06  august     08h00
Live from 2024 Advisory Symposium
Thomson Reuters    Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and...
30  july     08h00
Guilty Feelings
Thomson Reuters    To guilt or not to guilt In this week’s episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between...
18  june     08h00
Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law,...
Thomson Reuters    Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership...
11  june     08h00
First Partner Summit Experience of 2024
Thomson Reuters    Paul and Mo have a discussion around their experience of the first Partner Summit in 2024 They recall some highlights from the event and how the...
21  may     08h00
The IRS Operating Plan for Audits
Thomson Reuters    Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives...
14  may     08h00
Post Deadline Development
Thomson Reuters    What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.?...
30  april     08h00
Managing Stress During Deadlines
Thomson Reuters    In this week’s episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that...
09  april     08h00
Relationiship Challenges
Thomson Reuters    In this week’s special episode... what makes it special you ask? They’re on video Paul talks about a common client relationship challenge when other...
02  april     08h00
Staying Positive
Thomson Reuters    In this week’s episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and...
26  march     08h00
An Advisory Consultant’s Perspective
Thomson Reuters    This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective...
12  march     08h00
Overcoming Challenges
Thomson Reuters    Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth,...
    08h00
Be Comfortable with being Uncomfortable
Thomson Reuters    In this week’s episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence,...
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