In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and wealth management thought leaders talk about everything from talent to tax loss harvesting to pricing and private equity. Get commentary from the following great guests:
Tom Wheelwright CPA - Wealthability
Boris Khentov – Betterment
Randy Johnston – CPA Practice Advisor
Geraldine Carter – Business Strategy for CPAs
Aaron Klein – Riskalyze
Bob Lewis - The Visionary Group
Dr. Sean Stein Smith CPA - Forbes Crypto Contributor
Amber Setter CPA – Conscious CPA
Clayton Oates - QA Business Pty Ltd
Sue Enquist & Dawn Brolin CPA
Jonathan Hudacko - Vangaurd
Randy Crabtree CPA - Tri-Merit
Brendan Frazier - The Human Side of Money
Hitendra Patil CPA - CPA Trendlines
Amrith Ramkumar - The WSJ
Rick Bookstaber - Fabric
