With Richard Kopelman

Episode 49 of The Unique CPA is a look back at Randy’s conversation with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio’s CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront.

 

Important Links

Aprio, LLP

Richard Kopelman on LinkedIn

Aprio on: TwitterLinkedInFacebookInstagram

About the Guest

Richard Kopelman is the CEO and Managing Partner of Aprio, LLP. He advises company owners and managing partners of CPA firms on strategy, raising capital and mergers and acquisitions. Richard’s specialty is advancing the growth and profitability of professional services firms.

Since 2013, he has led the transformation of the firm from HA&W, a regional accountancy delivering tax and audit services, to Aprio, a top 50 CPA-led professional services firm that provides a growing list of specialty services to clients in all 50 states and over 50 countries.

Inside the firm, Richard works with Aprio’s board and leadership teams to ensure they are continuously advancing their people, diverse culture, capabilities, clients and communities.

Richard has been featured in publications like IndustryWeek, Manufacturing & Technology, Accounting Today and the Atlanta Business Chronicle, as well as making numerous television and radio appearances, including on NPR.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

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 bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% 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.

Schaumberg, 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.