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Gen Z’s Challenge to the Status Quo

Gen Z’s Challenge to the Status Quo

Unique Cpa Featured Image Ep 238 Paul Peterson - Gen Z’s Challenge To The Status Quo - Tri-Merit

With Paul Peterson

When Paul Peterson looks across his firm, he sees a new generation rewriting the rules. On Episode 238 of The Unique CPA, he joins Randy Crabtree to trace the ripple effects of Gen Z’s arrival in accounting as young professionals who expect flexibility, are driven by their purpose, and challenge the status quo while setting new standards for everyone. Paul recounts how a twenty-something team member became the office’s AI expert, teaching partners to rethink their approach to technology. He describes Gen Z’s insistence on open dialogue and their willingness to question outdated practices, and the way they bring their whole selves to work. From the pressures of private equity to the importance of mental health, Gen Z’s presence is forcing even the most established leaders to adapt and build a culture where everyone can belong—something that is paying dividends economically even now.

About the Guest

Paul Peterson is the Managing Partner at Wiss. He is grateful to work with colleagues who have built a culture of genuine care and innovation. Together, they have created an environment where people feel valued and are empowered to excel. It’s this unique culture, grounded in authenticity and mutual support, that make him the proudest. As the accounting profession evolves, Wiss enthusiastically embraces the potential of technology and AI to elevate our role from number crunchers to trusted strategic advisors. But beyond the numbers and technology, Paul’s success will always be rooted in people—in building teams that thrive and helping others grow personally and professionally.

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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