In this episode of the Trusted Professional Podcast, Calvin Harris Jr. speaks with Li Tao, an investment banker with a rich background in accounting and finance. Lee shares his journey into the accounting profession, the challenges faced by accountants today, and the impact of AI on the industry. He discusses the importance of creating value for clients and the misconceptions surrounding the accounting profession. Lee also explores innovative ideas for enhancing the profession and shares his thoughts on the influence of private equity on accounting firms.

In this episode, Calvin Harris Jr. interviews Leroy Kerry, co-founder and CEO of Fylde, an AI-powered tax preparation company. They discuss Leroy's unique journey from architecture to accounting, the challenges faced by small accounting firms, and the transformative potential of AI in the tax preparation process. Leroy shares insights on the importance of AI readiness in the accounting profession and the future of continuous learning for accountants. They also explore contrarian views on private equity in the accounting space and what it means for the future of the profession.

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. speaks with Peter Olinto, a seasoned CPA, CFA, and JD, about his extensive journey in the accounting and finance fields.

They discuss the evolution of the CPA exam, the importance of credentials, the challenges faced by accounting professionals, and the impact of technology on the industry. Peter shares insights on the necessity of sales skills in public accounting, the intersection of law and accounting, and the significance of training future accountants. The conversation highlights the changing landscape of the profession and the value of mentorship and networking. In this engaging conversation,