Blog - Earmark CPE

How the Vatican’s Blessing Helped Hide $1.3 Billion in Missing Money

In 1982, Roberto Calvi — “God’s Banker” — was found hanging beneath Blackfriars Bridge with bricks in his pockets. Host Caleb Newquist of the Oh My Fraud podcast unravels how Vatican ties, secret Masonic lodges, and $1.3 billion in circular offshore schemes brought down one of Italy’s most prestigious banks.

The Billable Hour Is Broken and Every Firm Leader Knows It. So Why Won’t Anyone Kill It?

The billable hour is broken — and everyone knows it. On the Earmark Podcast, host Blake Oliver and Sikich managing principal Richard Lynch get radically honest about why accounting firms keep clinging to timesheets even as AI rewrites the rules. The firms that let go first will win. Will yours?

When Tax Day Was Party Night at the Post Office — And Why AI Is About to Upend Everything Else About Accounting

Before tax e-filing took over, April 15th was a public spectacle at American post offices. As Blake Oliver and David Leary discussed on their Tax Day episode of The Accounting Podcast, crowds would gather until midnight, with live entertainment, giveaways, and even Playboy offering “stress relief massages” in pink booths.…

A Simple Practice to Help Professional Women Stop Feeling Like They Haven’t Accomplished Enough

Hosts Questian Telka and Nancy McClelland of She Counts are joined by keynote speaker Valerie Heckman to explore the “ta-da list” — a simple but powerful practice helping women in accounting finally recognize what they have accomplished, instead of fixating on what’s left undone. Your mindset shift starts tonight.

Not All AI Is Created Equal and Your Next Software Decision Depends on Knowing the Difference

Blake Oliver and Rob Hamilton of Digits cut through the AI hype flooding accounting software — live on an Earmark webinar. Rob reveals the four AI model types actually worth your attention (plus one that’s a total lie), and why the month-end close could be fully automated by end of 2026.

She Tried to Sell Her Firm Three Times Before Moving It to a Beach in Mexico

Sandra Koch tried selling her accounting firm three times — then went fully remote and moved to a beach town in Mexico. In this episode of Who’s Really the Boss?, hosts Rachel and Marcus Dillon unpack her surprising journey from burnout to freedom, and what it means for your firm’s future.

AI Agents Now Complete Tax Returns Start to Finish While the Government Can’t Even Audit Its Own Books

The US government just declared itself insolvent — and AI is simultaneously dismantling the accounting profession. In Episode 481 of The Accounting Podcast, Blake Oliver and David Leary join guest Kenji Kuramoto to unpack a $42 trillion deficit, AI agents filing tax returns autonomously, and why the window to adapt is closing fast.

Why Women in Accounting Keep Losing Credit for Their Own Ideas

On She Counts, hosts Nancy McClelland and Questian Telka get real about idea theft after Nancy’s entire slide deck was used in a QB Power Hour session — without her. From subtle meeting erasure to outright plagiarism, they explore why credit systematically drifts from women in accounting and what we can do about it.

The IRS Now Knows Who’s Trading Crypto But Can’t Tell What Anyone Owes

The IRS can now see who’s trading crypto — but can they figure out who actually owes taxes? On the Earmark Podcast, host Blake Oliver sits down with Coinbase’s VP of Tax Lawrence Zlatkin to break down the new 1099-DA form, its glaring gaps, and what it means for your clients.

Fake Auditor Conclusions, Fabricated Board Minutes, and the Growing Cracks in Accounting’s Trust Infrastructure

Fake SOC 2 reports, a state nearly wiping out its Board of Accountancy, and AI ads that look suspiciously like QuickBooks marketing — Blake Oliver and David Leary unpack the forces threatening the accounting profession from every angle. This episode of The Accounting Podcast will make you rethink trust in the system.

Hidden Screens, Tax-Season Tequila Deliveries, And Other Things Only Women In Accounting Would Believe

What happens when women in accounting get real about their profession? On this special birthday episode of She Counts, hosts Nancy McClelland and Questian Telka crowdsource hilariously relatable stories — from conference packing chaos to infuriating client encounters — proving that laughter just might be the best survival tool in tax season.

How Tim Duncan and Stan Lee Lost $50 Million to People They Trusted Most

NBA legend Tim Duncan and Marvel icon Stan Lee lost a combined $50+ million to trusted insiders. In this episode of Oh My Fraud, host Caleb Newquist breaks down how financial advisors and opportunistic handlers exploited fame, grief, and blind trust — and what every professional can learn from it.

Tax Season Is the Best Time to Build Your Referral Pipeline

Rachel and Marcus Dillon of Who’s Really the Boss? know what it’s like to watch leads disappear overnight—and how to rebuild better. In this episode, they reveal the referral strategies, transparency tactics, and low-effort pipeline moves that filled Rachel’s calendar solid in January. This one’s packed with actionable takeaways.

The Privacy Excuse for Not Using AI in Accounting Just Lost Its Last Leg

Blake Oliver used an AI agent to complete a client tax return start to finish — with just one correction. On The Accounting Podcast, Blake and co-host David Leary break down why this week’s AI developments signal a turning point every accounting firm can’t afford to ignore.

Why the Biggest Financial Scandals in America Are Perfectly Legal

Investigative journalist David Sirota joins host Caleb Newquist on Oh My Fraud to expose the 50-year master plan to legalize corruption in America — from stolen prescription drug bills to a $5 trillion pension fund heist hiding in plain sight. This one will make you furious and hopeful.

A Private Equity Insider Explains What Happens After Your Firm Gets Acquired

Private equity is reshaping accounting careers—and not equally. Blake Oliver sits down with PE insider Devin Mathews of ParkerGale Capital to unpack who really wins when firms get acquired, what AI means for accountants at every level, and why your best career move might surprise you.

These S Corp Election Mistakes Create Years of IRS Problems

Think the S corp election is a no-brainer income hack? Think again. In this episode of Tax in Action, Jeremy Wells, EA, CPA, exposes the procedural traps, EIN disasters, and oversimplified rules of thumb that cost business owners big — and walks through exactly how to get it right.

A Startup Claims AI Can Do Partnership Tax Returns Autonomously, But Where’s the Proof?

Blake Oliver and David Leary of The Accounting Podcast dig into the AI hype shaking up accounting — from a $1.15 billion startup claiming it can autonomously file partnership tax returns, to real tools you can use today. Plus: Trump’s tariffs ruled illegal, a Senate bill to regulate tax preparers, and more.

The Off-Season Work That Makes Tax Season Manageable

Tax season doesn’t have to mean burnout. Rachel and Marcus Dillon of Dillon Business Advisors join the Who’s Really the BOSS? podcast to reveal how their 30-person remote firm maintains 36-hour workweeks, Flex Fridays, and spring break — even during peak filing season. Their secret? The real work happens long before January.

Your Shoulder Isn’t Distracting Anyone, But Worrying About It Hurts Your Performance

EY once told female executives that women’s brains absorb information “like pancakes soak up syrup.” Seven years later, are things really different? She Counts hosts Nancy McClelland and Questian Telka unpack the hidden cognitive tax of workplace dress code culture — and why it’s costing the accounting profession real talent and leadership.

Post Archive