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Develop CAS from the Ground Up

Develop CAS from the Ground Up

Unique CPA Featured Image Ep 217 Kane Polakoff - Develop CAS from the Ground Up - Tri-Merit

Power Your Firm with Kane Polakoff

We continue our special CAS block on The Unique CPA as Kane Polakoff, the Client Advisory Services Practice Leader at CohnReznick, joins Randy on Episode 217. Kane has nearly three decades of experience in starting CAS practices, and they discuss the evolution, challenges, and best practices in building and managing CAS. Kane goes into significant detail on the importance of integrating technology, the opportunity of expanding operations globally, and of hiring dynamic individuals who can handle CAS’s unique challenges, but he is also a passionate advocate for culture and mental health awareness within accounting, and he stresses that a supportive work environment is just as vital in ensuring the success of any practice, CAS or otherwise. Ultimately, he and Randy agree that above all, the profession is highly collaborative, and you will find support with anything you need, particularly CAS, if you simply ask for help from those who have been there before.

About the Guest

Polakoff - Develop CAS from the Ground Up - Tri-Merit

Kane Polakoff is the Client Advisory Services (CAS) Practice Leader at CohnReznick, one of the nation’s leading accounting, tax, and advisory firms. With nearly 30 years of experience developing and implementing strategic services and solutions to help businesses drive operational growth and value, Kane has become a recognized expert in business process outsourcing, technology integration, and client accounting services. He began his career at Accenture, where he helped Fortune 100 companies optimize their operations before transitioning to public accounting.

Over the years, Kane has built and led multiple CAS practices from the ground up, leveraging his deep understanding of vertical markets and cutting-edge technology. His strategic leadership has propelled significant growth in CAS offerings at CohnReznick, where he focuses on delivering value by integrating people, processes, and technology.

Meet the Host

Randy Crabtree, CPA

randy crabtreeRandy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.

   

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