The Truth About Five Generations in One Firm

These days, there is a lot of talk about Gen X, Millennials and other generational labels. Entire groups of people have been labelled according to birth year and it isn’t doing us any favors, especially not in business. In this episode, Jeremy Clopton, Director at Upstream Academy, shares his insights on the dangers of labeling people in this way instead of looking at them as individuals, and focusing on the numerous benefits of having people of various ages, skills and experience working together. 

Jeremy Clopton, Director at Upstream Academy, has extensive experience in data analytics, fraud prevention, and business intelligence, but his real passion is going beyond providing the services clients ask for and helping them determine what they need for future success. A dynamic and insightful presenter, Jeremy speaks both in the US and abroad at industry events. He believes in the potential of data and technology to transform firm practice management, leadership, and firm culture. He is also passionate about employee engagement and the value brought by each generation in the workforce.

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Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy 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.