CPA Trendlines Academy
CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and Accountants Learning Center (the hosting platform ). Thomas Advisors LLC, dba The CPA Trendlines Academy, is managed and published by Tom Kothman, senior business development advisor to CPA Trendlines and Rick Telberg, publisher and editor. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE to the tax, accounting and financial community. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the professional market.
Taxation
About Bradley Burnett, J.D., LL.M
A few endorsements ....
“Bradley was possibly one of the best presenters I have ever encountered in all my webinars. He was detailed, keep the topics light, gave in depth information without going too quickly. Highly recommended.”
Craig Sheets, Crestville Accounting
"I always learn from CPE classes taken with Bradley Burnett. Fantastic webinar with important information."
Penny Fox, CPA
"I have no idea how Bradley was able to present everything & end right to the minute.”
Gene Kleinhans, G K Accounting
Introduce your idea
Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 40 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns.
Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.
Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses.
Bradley served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch hit teaching the IRS practice and procedure topic. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences.
Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.
Revenue Generation & Marketing
About Kristen Zivago
Kristin Zhivago is a revenue coach who helps business owners increase sales by making it easier for clients to buy. She is the president of a revenue growth services consultancy and digital marketing agency, Zhivago Partners, and author of the 5-star book, Roadmap to Revenue: How to Sell the Way Your Clients Want to Buy.
Kristin is an expert on the client’s buying process. She has interviewed thousands of clients for hundreds of organizations and uses that information to build marketing efforts that bring in a steady stream of qualified leads.
As a revenue coach, Kristin performed marketing and sales department turnarounds for small, mid-sized, and large companies, including Dow Jones and IBM. She wrote all of the instructions for the IBM copywriters and gave workshops for marketers worldwide for IBM.
After decades as a revenue coach, by 2017 Kristin was convinced that there were many established organizations that were having trouble competing with up-and-coming, digitally savvy competitors, so she founded Zhivago Partners, a digital marketing agency.
Now, with AI sweeping through the business world, she and her team are providing a Revenue Growth Assessment that identifies new market opportunities and, at the same time, identifies barriers to the sale that clients encounter as they try to buy.
Zhivago Partners combines client, partner, and staff interviews, an analysis of marketing efforts, and AI tools to create a map of where the firm is succeeding and how it could increase sales.
Kristin believes that marketing makes promises that companies either keep or break. Promises kept lead to more sales; promises broken destroy sales and reputations and take the power out of all marketing efforts. A firm’s actions can be the firms’ worst marketing enemy.
Kristin speaks frequently on a variety of podcasts about the client’s buying process and how organizations can use the greatest resource they already have—their own clients—to understand the client’s Mindset when they set out to buy. A client's Mindset consists of their desires, concerns, and questions, which are best discovered in properly conducted interviews. No amount of AI persona-building and market research will provide the revenue-producing insights that clients reveal in these conversational interviews.
Kristin’s goal with every engagement is to make sure that members of the audience can take at least one (but hopefully several) actionable ideas and put those ideas to work immediately.