SingerLewak - Podcast Details

Shows

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Tariff RefundsIn this episode, Robin H. Park J.D., LL.M., Esq., Daniel Scheinfeld, and international trade attorney Michael Jackson of Sandler, Travis & Rosenberg discuss the latest developments in U.S. tariffs, customs enforcement, and tariff refund opportunities. Learn how recent legal decisions are impacting importers, what businesses should know about IEEPA tariff refunds, and why HTS classifications, importer of record requirements, and customs compliance are more important than ever. For businesses navigating global trade challenges, the SingerLewak International Group provides guidance on international tax, customs, tariffs, transfer pricing, and cross-border compliance strategies. ...

2026-10-2225 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Navigating Trust Accounting Disputes SuccessfullyTrust accountings are intended to provide transparency, but they can also become a focal point for disputes between trustees and beneficiaries. In this episode of The Balancing Act podcast, Jessica Nadler, JD, CPA, Partner and Leader of SingerLewak’s Trust & Estate Practice, sits down with Kendal Fletcher and Bryan M. Wittlin, Partners in Sheppard's Fiduciary Litigation Group, to discuss the intersection of trust accountings and trust litigation.Together, they explore common sources of conflict, fiduciary duties and beneficiary rights, what beneficiaries should expect from a trust accounting, and some of the practical issues that arise du...

2026-09-2453 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Inside ReceivershipsWhat happens when a court appoints someone to take control of a troubled business or disputed assets? In this episode of Numbers Don't Lie, Brian Landau, CPA, Partner of the SLBiggs division of SingerLewak, sits down with Stephen Donell, CCIM, CPM, President of FedReceiver, to demystify the world of receiverships.Brian and Steve discuss when receivers are appointed, how receiverships differ from bankruptcy, the role receivers play in SEC and FTC enforcement actions, and the challenges of managing and preserving assets on behalf of investors and consumers. Their conversation provides a detailed look at what receivers do...

2026-08-2029 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Forensic Accounting ExplainedMoney leaves a trail, even when someone works hard to hide it. In the first episode of our three-part Numbers Don't Lie series, Mark Dennis, Jessica Nadler, and Brian Landau explore how forensic accounting uncovers the facts behind fraud allegations, business disputes, family disputes, and concealed assets.The team explains how forensic accounting differs from traditional accounting and auditing, highlights common financial red flags, and shares real-world examples of how investigators trace transactions, reconstruct records, and follow the money to uncover facts others may overlook.Whether you're a business owner, attorney, creditor, trustee, or simply...

2026-07-2320 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Data & AI Readiness: Turning Data into Actionable IntelligenceIn this episode of SingerLewak’s Balancing Act, we explore AI data readiness and what it takes to move from hype to real business impact.Bob Green, Lara Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance.The key takeaway: AI is only as powerful as the data behind it. Learn how clean, well-structured data—and the right strategy—can set your organization up for successful, secure AI adoption.Connect...

2026-06-1840 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory How Escalating AI & Cybersecurity Impact Your BusinessArtificial intelligence is accelerating a new cybersecurity arms race, with attackers launching more sophisticated, scalable attacks and organizations racing to keep up with AI-enabled defenses.In this episode of The Balancing Act, Bob Green, SL Business Informatics Practice Leader, is joined by Eric Rockwell, Cybersecurity Advisory, and Jeff Gulick, Senior Security Consultant, to discuss how AI is reshaping both sides of the cybersecurity battle.From deepfakes to faster vulnerability discovery, they explore how attackers are gaining an edge—and how businesses can respond with smarter detection, faster triage, and stronger risk prioritization.Connect wi...

2026-05-2144 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory IPO Readiness: Key Considerations for Going PublicTaking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act, host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs.Together, they break down what companies really need to know to prepare for an IPO, including:Why early planning is critical to avoiding costly tax and regulatory pitfallsHow SEC scrutiny has evolved—and where...

2026-04-2339 min

He Said, She Said: Razor Branding™ Podcast Scaling a Brand Across Locations w/ Laurie LeerIn this episode of the He Said, She Said: Razor Branding™ Podcast, Jaci and Michael sit down with Laurie Leer of SingerLewak to talk about what it really takes to manage and grow a brand across multiple locations with a small but mighty team. Laurie shares how her team balances national brand consistency with local visibility, using location-specific SEO, testimonials, and content to strengthen their presence in markets across the country. She also explains how leaning into people - not just services - has helped drive stronger engagement and measurable growth. From leveraging short-form video and YouTube to repurposing content an...

2026-04-1650 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Tax Insights for 2025 Filing SeasonMajor tax changes are here for the 2025 filing season. In this episode of The Balancing Act, Mike Mondelli and Ryan Nance break down key provisions from the One Big Beautiful Bill Act—including no tax on tips, no tax on overtime, new car loan interest rules, the enhanced senior deduction, and the new Schedule 1A.If you want to understand how these changes could impact your return and avoid common first‑year mistakes, listen now, share with someone who may be affected, and talk to your tax advisor about how these rules apply to you. For general info...

2026-03-1938 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Executive CompensationIn this episode of The Balancing Act Podcast, Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, sits down with Harriet Oberman, Tax Partner at SingerLewak, and Susan Schroeder, Partner at Compensation Advisory Partners, for a clear and practical discussion on executive compensation strategy.They explore how organizations can design compensation programs that support long‑term growth, retain top talent, and align leadership with company values. The conversation covers topics such as phantom equity, long‑term cash incentives, governance considerations, pay transparency, and how compensation plans are handled during ownership changes or succession events.This episod...

2026-02-1924 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Maximizing R&D Tax CreditsIn this episode of The Balancing Act podcast, the SingerLewak team breaks down what business owners need to know about leveraging the federal R&D Tax Credit in 2026. Host Mike Mondelli is joined by Eric Lake, Tax Partner, Cecilia Sanudo, Audit & Assurance Director, and Lydia Clowney, Tax Director for a discussion on how companies can identify qualifying activities, navigate recent legislative changes, and maximize available tax benefits. The conversation covers the fundamentals of the U.S. Federal R&D Tax Credit, including the four-part test, eligible expense categories, and common misconceptions about who qualifies. The tea...

2026-01-2225 min

Middle Market Growth Optimism and Comfy Shoes: Inside DealMAX with Brent Baxter and Suzie DoranRoughly 16 weeks out from DealMAX 2026, we’re kicking off this year’s Inside DealMAX series, taking you behind the scenes of ACG’s flagship conference for the middle market, taking place April 27th through 29th at the ARIA in Las Vegas. Brent Baxter, CEO of ACG Global, and Suzie Doran, partner at SingerLewak and the incoming ACG chair, sit down with the podcast to discuss what they expect from the M&A market between now and late April, their most effective DealMAX hacks, and what to expect from this year’s conference. Register today at dealmax.org to take advantage of the e...

2026-01-0220 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Updates on the U.S. Tariff PolicyThe international trade landscape has shifted dramatically under the Trump administration’s tariff policies. In this episode, Robin Park, Partner and International Practice Leader at SingerLewak, is joined by David Harlow, President of ITC Diligence International, and Daniel Sheinfeld, Supervising Senior at SingerLewak, to break down the latest updates on the tariff regime.They explore:Changes in U.S. tariff rates and exemptionsThe impact of stacking duties on global supply chainsStrategic solutions like Foreign Trade Zones and bonded warehousesHow businesses can adapt through cost-benefit analysis and advocacy effortsIf your company imports, exports, or manufactures in...

2025-11-2039 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory International Tax Changes in the One Big Beautiful Bill ActProvision Approved | Episode 1 of this International SeriesIn this kickoff episode of our international series, Robin Park and Stephen Bolt dive into the One Big Beautiful Bill Act, unpacking its tax provisions and exploring how they reshape business strategy, government planning, and international tax policy.Key Takeaways:What’s approved and what’s still evolving How businesses and governments can prepareWhy international context mattersFrom the elimination of a key GILTI offset to the broader implications for U.S. shareholders, this episode offers a clear, insightful look at how global pers...

2025-10-2344 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory SL Government Audit: Timely Reporting, Insights & SolutionsBrad Bingenheimer and Orlando Torres unpack the complex challenges facing state and local governments in issuing timely financial statements. Drawing on recent findings from the GFOA and AICPA/NASACT, they explore the root causes of reporting delays—from staffing shortages and outdated policies to limited public interest and technical expertise.Listeners will gain practical strategies for improving reporting timelines, including leveraging estimates, reassessing materiality, streamlining year-end close, and preparing for audits more effectively. Whether you're a government finance professional, auditor, or elected official, this episode offers actionable guidance to help you navigate the evolving landscape of public se...

2025-09-2533 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory SL Audit: Teamwork Makes the DreamworkIn this episode of The Balancing Act, we explore how collaboration between audit and tax transforms client service from routine compliance into strategic partnership. Kathy Lawson, Christopher Stone, and Jon Schubert bring decades of experience to the table, sharing stories that highlight the real meaning of A&A—Assurance and Advisory—and why it’s much more than just “audit.”From building long-term client relationships to solving complex challenges like succession planning and ERP conversions, the team reveals how SingerLewak’s depth of services and unified culture create lasting impact. You’ll hear about the “secret sa...

2025-08-2226 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Communication is the Key to a Painless AuditIn this episode, we dive into how strong communication can transform the audit experience. Join Rob Schlener, Audit Partner and Practice Leader, and Cecilia Sanudo, Audit Director, as they explore the power of clear expectations, consistent check-ins, and open dialogue throughout the audit process. Whether you're preparing for your first audit or looking to streamline your current approach, this conversation offers practical insights to make audits smoother and more collaborative.🔗 Explore more from our Audit Insights Series: ⁠⁠Quarter 3 Theme - SingerLewak🔗Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠...

2025-07-2415 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Credit Unions: Trends at the Management, Board, and Supervisory Committee LevelsWe’re joined by Sheila Balzer, Audit Partner and Leader of the Credit Union Client Service Group, Adrian Hyatt-Ward, President and CEO of Hyatt-Ward Advertising who works with credit unions across the country, and Pam Easley, an executive management consultant with decades of experience in credit union leadership.This episode explores the challenges and opportunities credit unions are facing in today’s environment. Our expert panel discusses how CECL models are being used not just for compliance, but as strategic tools to guide lending decisions and manage risk. The conversation also covers the rise in fraud—including check fra...

2025-06-2637 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Top Challenges in Not-for-Profit AuditsIn this episode of The Balancing Act Podcast, join SL Not-for-Profit Organizations and Business Solutions Group as they delve into the three most common challenges faced during not-for-profit audits. Gain insights from both the auditor and auditee perspectives on: Proper recording of grants and contributionsManaging the Statement of Functional ExpensesTackling the Net Assets With Donor Restrictions scheduleDiscover how to avoid common oversights, leverage accounting technology, and strengthen your organization’s audit readiness. 🔗 Explore more from our Audit Insights Series: https://lnkd.in/gSGqXZaD🔗Follow us on LinkedIn...

2025-05-2917 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Hawaii Partners Discuss Pension and Benefit AuditsIn this episode, we discuss the exciting expansion of SingerLewak into Hawaii and explore the details of employee benefit plan audits. Join Keric Chang and Mitchell Taira, moderated by Skip Neill, as they discuss the challenges and opportunities in managing multi-employer benefit plans, regulatory compliance, and consultative services.Discover how our Honolulu office specializes in handling audits for 401(k) plans, pension plans, health and welfare plans, vacation and holiday plans, and training plans. Learn about the meticulous attention to detail required for these multi-employer benefit plans, often part of collective bargaining agreements, and how we ensure compliance...

2025-04-2414 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Not-For-Profit Tax Prep: Compliance, Security, and Best PracticesIn this episode of The Balancing Act Podcast with SingerLewak, we are joined by SingerLewak Partners Nanaz Benyamini, Lior Temkin, and Bob Green to discuss essential compliance measures, security protocols, and best practices for efficient not-for-profit tax prep. Our experts delve into the unique challenges not-for-profits face during tax season, share real-life examples of successful tax navigation, and emphasize the importance of cybersecurity in tax preparation. Whether you're a finance professional in a not-for-profit organization or simply interested in learning more about tax compliance, this episode is packed with valuable information to help you stay informed and proactive.

2025-03-2013 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Tax Prep - Navigating Forms and FinancialsWelcome to the second installment of our series, "Navigating Tax Season: Charting Your Course to Success!" In this episode, we focus on business tax preparation and financial management with insights from Don Rhodes, a Partner specializing in the construction industry, and Stephanie Gunderson, a Partner with a diverse background in corporate and public tax accounting. Join us as Mike Mondelli facilitates this informative discussion.Tune in to learn about essential steps for tax preparation, unique industry challenges, and the importance of accurate record-keeping. Don and Stephanie will also share valuable strategies and highlight the...

2025-02-2018 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Maximizing Your Deductions: A Guide for IndividualsWelcome to the first installment of our series, "Navigating Tax Season: Charting Your Course to Success!" In this episode, we focus on maximizing your deductions with insights from Shannon Carlson, a Partner who leads the Individuals Client Service Group, and Jason Borkes, a Tax Partner. Join us as Mike Mondelli facilitates this informative discussion.Tune in to learn about essential steps for tax preparation, commonly available deductions and credits, and a comprehensive checklist for gathering necessary documents. Shannon and Jason will also introduce the Tax Team and highlight the resources they provide to ensure a smooth and...

2025-01-2345 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Taxpayer Remediation OptionsWelcome to the third installment of the SingerLewak International Business Insights Podcast series. In this episode, Tax Directors Stephen Bolt and Daniel Trousdale, both experienced in international taxation, delve into the critical issue of taxpayer remediation. They are joined by Robin Park, International Practice Leader, for an in-depth discussion on the processes and importance of tax remediation. Stephen, Daniel, and Robin will explore various aspects of tax remediation, including the assessment of penalties and interest by the IRS, and the significance of statutes of limitation. They will also recap previous episodes on cross-border M&A transactions and...

2024-12-1918 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Transfer PricingWelcome to the second episode of the International Business Insights podcast series. Today, we focus on transfer pricing with Amit Maheshwari, Managing Partner at AKM Global, and Robin Park, International Practice Leader here at SingerLewak. Transfer pricing refers to the rules and methods for pricing transactions between related companies, such as subsidiaries of a multinational corporation. It ensures that these transactions are conducted at arm's length, meaning they are priced as if the companies were unrelated. Together, Amit and Robin discuss the importance of transfer pricing for transactions between related companies. They cover key concepts...

2024-11-2624 min

2024-11-2128 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Lifecycle of a Cross-Border M&A DealWelcome to the first episode of our three-part International Business Insights series! In this episode, we delve into the intricacies of cross-border mergers and acquisitions (M&A). Join us as Robin Park, International Practice Leader, and Suzie Doran, Audit Partner, share their invaluable insights and best practices on navigating the complex landscape of cross-border M&A. Tune in to learn about the lifecycle of a cross-border M&A deal, the impact of COVID-19 on transactions, financial and tax due diligence, post-acquisition integration, and much more. For more info on international tax, visit ⁠International Business Insights | Si...

2024-10-2425 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Navigating Remote Work: Insights from SingerLewakIn this episode, we hear from John Proctor, HR Coordinator, as he discusses the challenges and opportunities of remote work with Daniel Trousdale, Tax Director, and Karyn Gallen, Director of Training. They reflect on how SingerLewak has adapted to a fully remote model, the evolution of virtual training, and the importance of building strong relationships in a geographically dispersed work environment. The conversation delves into the future of remote work, offering insights into how SingerLewak is capitalizing on remote collaboration to optimize productivity, foster growth, and expand networks across the firm.

2024-09-3016 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Summer Escape with SingerLewak: Exploring OregonJoin us for the grand finale of the "Summer Escape with SingerLewak" series as we venture into the stunning landscapes of Oregon. In this episode, we team up with Brad Bingenheimer and Kevin Gienger two partners with deep roots in the state, to uncover the best that Oregon has to offer. From the rugged beauty of Fort Stevens State Park to the vibrant Salem Art Fair, and from thrilling outdoor adventures like white water rafting to the charm of local breweries and wineries, this episode is packed with insider tips and must-see attractions. Whether you're a resident or planning...

2024-08-2224 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Summer Escape with SingerLewak: Exploring Northern CaliforniaIn this episode of "Summer Escape with SingerLewak," we explore the best of Northern California's outdoor activities and family fun spots. Our guests, Marketing Manager Laurie Leer and Partners Vera Kryukova and Cindy Wiseman, share their favorite destinations, including the lively beaches and boardwalk of Santa Cruz, serene train rides through the majestic Redwood Forest, and scenic hiking trails in local parks. They also discuss the joys of spending time in a gated community near Yosemite, the beautiful beaches of San Mateo and Half Moon Bay, family-friendly activities at Lemos Farm, and the local brewing scene. Tune in for...

2024-07-1831 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Summer Escape with SingerLewak: Exploring ColoradoWelcome to a special summer edition of The Balancing Act: "Summer Escape with SingerLewak." In this exciting "Summer Escape" series, we're taking you on a journey through three fantastic regions, showcasing activities and destinations for your summer adventures. Whether you live in the area, are planning a trip, or need a sign to visit these areas, consider this your road map! Our first stop is the stunning state of Colorado! Today, we're joined by Colorado partners: Eric Lake, Gary Rand and Sheila Balzer. Get ready to discover the hidden gems and must-visit spots that make Colorado the perfect summer...

2024-06-2043 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Navigating Government Contracts: Insights from the Director of Contracts at the DCMAIn this episode, Business Solutions Group Partner Andrea Roschke welcomes Bill Foster, a seasoned professional with over 30 years of experience with various Department of Defense organizations, who currently serves as president of a National Contract Management Association chapter, and an experienced instructor, who shares his knowledge about government contracting. Bill and Andrea address the unique aspects of government contracts, discussing why businesses might want to work with the government and the stability such contracts can provide, especially during uncertain times. They explore the initial steps for small business owners to enter the government contracting space, including essential r...

2024-05-2313 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Empowering Community: Insights into the SL Cares Program at SingerLewakAs National Volunteer Month ends; we're celebrating the spirit of giving back. In this episode, our host Mike Jones, CEO and Managing Partner of Resound, discusses the SL Cares program with guests Steve Giorgione, Jessica Hamilton, and Stephanie Gunderson. These dedicated team members from SingerLewak's Henderson/Las Vegas, NV office share their experiences with SL Cares and discuss various volunteer projects. Steve, Jessica, and Stephanie highlight how the SL Cares program allows them to support their communities through activities like volunteering at Ronald McDonald House, gardening with schools, and writing letters to troops. They explore the impact of volunteering...

2024-05-0213 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory C-Suite Navigation: Strategies to influence ERP SuccessAs a member of the leadership team, you wield significant influence over your organization’s destiny. When it comes to complex IT undertakings like ERP upgrades, your decisions can tip the scales toward success or failure. Unfortunately, many of these projects fall short of their intended goals, leading to cautionary tales shared by CFOs and CEOs. But fear not! Our March Balancing Act Podcast featuring two eminent Digital Transformation experts: Bob Green, Digital Transformation Advisor and Practice Leader of our SL Business Informatics team, and Steve Griffin, an Executive Partner at GARTNER (renowned IT research and thought leadership organization). Tu...

2024-03-1428 min

Negotiation with Alice 23: How do I negotiate raising my rates in a tactful manner?Send us Fan MailTax advisor, Irina Pichko, wants to know how to raise rates without getting the ire of her clients.Irina has been a Tax professional since 2011. After years of experience, she believes that it is imperative to take a proactive approach on client relations by partnering with her clients while understanding the business of their organization. Her goal for all their clients is always to get them that piece of mind and get their tax situation straightened out, and help them reach their financial goals so they can enjoy life. It is...

2024-03-0506 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory 2024 Tax Season InsightsJoin us in this insightful episode as we sit down with our guests, Mike Mondelli, Director, and Ryan Nance, Manager, both from the Tax Department at SingerLewak. Together, they will unravel the crucial topics shaping this year's tax landscape. From key changes in tax laws to maximizing deductions, uncovering commonly overlooked tax breaks, and navigating the pandemic's impact on filings, this episode provides invaluable advice for individuals and small business owners alike. Stay tuned as we delve into the tax implications of economic stimulus packages, share best practices for record-keeping, and offer guidance on investing and avoiding audit triggers...

2024-02-2924 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Business Buzzcast: The Essentials of Valuation for Business OwnersJoin Lara Buitrago from SingerLewak Business Solutions Group as she engages in a fundamental conversation with Eric Sundheim, Principal at Mercovus Valuations and an Accredited Senior Appraiser, to explore the essential aspects of business valuation. In this episode, Eric reveals the complexities of valuations and explains why they are crucial for business owners. Join us for valuable insights into maximizing the value of your business and making informed decisions in the ever-changing landscape of entrepreneurship. Subscribe to our YouTube channel and wherever you listen to podcasts, so you don't miss an episode ⁠https://podcasters.spotify.com...

2024-01-1817 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory How to Leave a Legacy: Understanding the Importance of Estate PlanningEpisode 14 | How to Leave a Legacy: Understanding the Importance of Estate Planning Alice Pearl from the Law Offices of Michael K. Lanning and Jessica Nadler, an SLBiggs Partner at SingerLewak, discuss the significance of estate planning. Estate planning helps to maximize one's legacy while minimizing taxes and maintaining peace among loved ones. They cover several topics, such as explaining what an estate plan and a trust are, the consequences of not having an estate plan, estate taxes and trust income taxes, proactive planning tips to ensure your desires are fulfilled, and best practices for trustees to have a...

2023-12-1432 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Business Buzzcast: Life and Long-Term InsuranceWelcome to another episode of "The Balancing Act", where we explore life and long-term care insurance and what it is, and why businesses need it. With us are Lara Buitrago from SingerLewak Business Solutions Group and the Managing Director of Life/Long Term Care at BGA Insurance. We discuss popular types of life insurance, life insurance with savings, long-term care, and its potential legislative approaches. We also explore the relevance of this issue to business owners and the tax implications of premiums. Gain insights into end-of-life care, long-term care options, costs, and benefits. Unravel the l...

2023-11-1624 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Business Buzzcast: Business Success Through Relationship ManagementEpisode 12 | Business Buzzcast: Business Success Through Relationship Management In this episode, Lara Buitrago, a Partner of SingerLewak's Business Solutions group, joins David Ackert, the CEO of Ackert Inc., for a dynamic conversation. David is not only the mastermind behind PipelinePlus, a powerful business development tool but also a seasoned executive coach with expertise in business development strategy assessments. Together, they delve into the world of relationship management, discussing why relationships are a vital asset for business owners and providing valuable insights on managing and nurturing them successfully. Questions or feedback? Reach out...

2023-10-1924 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Professional Development: Mastering Personal Branding in Today’s Digital AgeEpisode 11 of the Balancing Act podcast is finally here, and we're thrilled to share it with you! Join us in exploring the world of Professional Development alongside our incredible guests, Jeremy Dillard, Technical Standards Partner, and Emnet Saari, Senior Web Designer at Brand House Marketing. In today's fast-paced digital landscape, growing professionally is more important than ever. Learn about the significance of personal development and discover how platforms such as LinkedIn can be your secret weapon to showcase your skills and build meaningful connections. Questions or feedback? Reach out to Jeremy Dillard: jd...

2023-09-2115 min

Business Transition Roadmap with Elizabeth Ledoux Tax Efficiency in Business Transitions: Strategies & Considerations w/ Eric LakeIn this episode, host Elizabeth Ledoux is joined by Eric Lake, a Managing Tax Partner at Holben Hay Lake Balzer CPAs, an accounting and consultancy firm that is a division of SingerLewak. In this episode, Elizabeth and Eric discuss various strategies for business owners navigating business transitions and ensuring tax efficiency. Eric shares his insights as a tax professional, highlighting key considerations when transferring ownership from one generation to the next. They explore the importance of planning, tax implications of different sale methods, and creating a sustainable wealth-building plan for successors. Be sure to listen t...

2023-07-2736 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Cybersecurity: A Pragmatic Approach for the C-Suite and Business OwnerEpisode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner Join Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilities in guiding their organizations along the Cybersecurity Maturity continuum. This podcast is not intended to scare you about Cybersecurity, but rather to provide practical insights into why a Cybersecurity Program is necessary and how to initiate one correctly. This discussion follows the theme of a previous Balancing Act podcast in which Bob spoke with Clar Rosso, CEO of ISC2, the world's leading provider...

2023-07-1324 min

Your Path to Nonprofit Leadership 216: How Your Nonprofit Can Benefit from a Digital Transformation (Bob Green)216: How Your Nonprofit Can Benefit from a Digital Transformation (Bob Green)SUMMARYWhat does digital transformation mean for nonprofits? In episode #216 of Your Path to Nonprofit Leadership, strategic IT expert Bob Green explains how digital transformation is a pathway for nonprofit organizations to succeed by increasing overall efficiency, facilitating donor and volunteer relationships, and improving communications to reach wider audiences. He shares how incorporating new technologies in the workplace benefits nonprofits and their employees by eliminating redundancies, automating tasks, and allowing team members to...

2023-06-2944 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Better Leaders, Better Companies, Better LivesEpisode 9: Better Leaders, Better Companies, Better Lives A conversation with Xan Pearson, CEO & President of the Colorado Thought Leaders Forum and Ed Schenkein, Assurance & Advisory Partner at SingerLewak. An inquiry that reveals how leadership growth and development elevates individuals, teams, businesses, communities. Questions or feedback? Reach out to Ed Schekein eschenkein@singerlewak.com Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

2023-06-0839 min

2023-06-0841 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory What to Expect During an IRS ExaminationEpisode 8: What to Expect During an IRS Examination An overview of IRS examinations (IRS audits) where SingerLewak Partner Mark Cook and Director Mike Mondelli discuss the different IRS divisions, the different types of examinations, what the examination process is like, and how to respond when the IRS contacts you. Questions or feedback? Reach out to Mike Mondelli: mmondelli@singerlewak.com or Mark Cook: mcook@singerlewak.com Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

2023-05-1119 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Driving Value at SingerLewak with Managing Partner, Jim PitratEpisode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm. Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers and acquisitions. Jim has client service responsibilities in the business sectors of Investor-Backed Private Companies, Family-Owned Companies, as well as Public Companies. Questions or feedback? Reach out to Jim Pit...

2023-05-0419 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Small Business Exit Plans with Tony Cardiel and Paul CarrollEpisode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth. Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail In his book, Paul Carroll provides a wealth of insight into both the emoti...

2023-04-2731 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar RossoEpisode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso Trends in the global cybersecurity landscape How ISC2’s certification and education mission is improving our collective capabilities to combat cybercrime What's next in cyber defense? Share some good news - and what risks we should be worrying about Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: ⁠⁠bgreen@singerlewak.com⁠⁠ Visit our website:⁠⁠ https://singerlewak.com/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠ Subscribe to our YouTube channel: ⁠⁠htt...

2023-04-2038 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Introduction to SingerLewak's International Practice with Robin H. ParkEpisode 4: Introduction to SingerLewak's International Practice In this episode you will learn: 1. What is the International Practice and its objectives? 2. What international services we provide here at SingerLewak? 3. Why should someone work with the International Practice? Questions or feedback? Reach out to Robin H. Park rpark@singerlewak.com⁠⁠ Visit our website:⁠⁠ https://singerlewak.com/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠ Subscribe to our YouTube channel: ⁠⁠https://www.youtube.com/@SingerLewak/featured

2023-04-1312 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Success with ERP with Bob Green, Jennifer Harris and David CieslakEpisode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce" ERP Project ahead? Want the best from your chosen vendors? Remember that these projects are a 2-way street. You want to be satisfied, and so do your vendors – particularly if you want to have them available to have you optimize their solution for years ahead. We interview 2 of our favorite ERP reseller CXO’s for a rare chat about what they would want you to know about what it’s like to sell, implement and work on projects for you – and how to build me...

2023-04-0646 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Business Buzzcast: Cybersecurity Awareness Tips for Business Owners with Lara Buitrago and Corey KaufmanEpisode 2: Cybersecurity is an essential topic that business owners should be educating themselves about. Cyber-attacks have become increasingly common. We are constantly hearing about businesses from large profile companies to small companies or even organizations in the public sector like utility companies. The reality is that most cyber-attacks target small or mid-sized businesses because they are the most vulnerable. In today’s episode, you will learn about cybersecurity and the threats that cyber-attacks can have on a business. Lara Buitrago who is a SingerLewak Partner of our Business Solutions Group is joined by Corey Kaufman, the general manager for Ac...

2023-03-3022 min

The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory Impactful Technology Changes with Bob Green and Dr. Jeremy LureyEpisode 1: Digital Transformation and the “Human” element: How to ensure your staff will adopt and champion the results from your next ERP or CRM project We are joined by Partner Bob Green who founded the SL Business Informatics division at SingerLewak and guest speaker Dr. Jeremy Lurey, Ph.D., expert at organizational change management and organizational development and serves as SL Business Informatics’ Digital Transformation Change Management Lead Advisor. In this episode, we discuss: Why adoption is in the top 3 factors for ERP and CRM project success, yet why it's so difficult to achieve Best p...

2023-03-2326 min

The Servant Leadership Podcast TRUST AND BELIEVE IN YOURSELVESEd Schenkein, Office Leader at SingerLewak LLP, talks with Greg Aden about moving from leading with ego and intellect to leading from the heart.Ed traces the shift back to his late twenties and names the people who shaped him along the way: his mother, who went to law school while he was in high school and showed him he could do anything he set his mind to, and his partner Wes Stark, who taught him he did not have to know everything, only where to find resources, and that it is okay to...

2023-01-2424 min

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Tax Interview: What is QBI? | Laura TheissSend us Fan MailRichard Wilson interviews tax expert Laura Theiss of SingerLewak.

2021-01-2911 min

FLP, the Finance Leadership Podcast Project Rescue. Getting Digital Transformation Back On Track"People are recognising that they need to really RETHINK how they're doing things." When technology-adoption projects falter, it's an opportunity to implement a comprehensive turnaround. California-based Bob Green, of leading regional CPA firm SingerLewak, talks through the "four pillars" of digital transformation and outlines how to get a company's technology projects back on track in the face of profound disruption. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find out more about SingerLewak. Browse the technology...

2020-12-0437 min

FLP, the Finance Leadership Podcast Project Rescue. Getting Digital Transformation Back On Track "People are recognising that they need to really RETHINK how they're doing things." When technology-adoption projects falter, it's an opportunity to implement a comprehensive turnaround. California-based Bob Green, of leading regional CPA firm SingerLewak, talks through the "four pillars" of digital transformation and outlines how to get a company's technology projects back on track in the face of profound disruption. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find out more about SingerLewak. Browse the technology...

2020-12-0437 min

FLP, the Finance Leadership Podcast "Adaptive Leadership" with Dr. Jeremy Lurey in Chicago, USA. (GBD40) "Make sure you engage any resisters in your change process as if they're there to help...but they just don't know how yet" A speaker at AICPA & CIMA's forthcoming "CFO 2019" Conference in Chicago, Dr. Jeremy Lurey is an internationally-respected organisational consultant who has worked at both PWC and Andersen Consulting. Now President & CEO of Los Angeles-based Plus Delta Consulting and Practice Lead for SingerLewak's People & Change Management Advisory Services, he tells Kyle Hannan (AICPA & CIMA, London) how he partners with clients to improve performance and drive adoption of change. TALKING POINTS: The cr...

2019-02-1328 min

FLP, the Finance Leadership Podcast "Adaptive Leadership" with Dr. Jeremy Lurey in Chicago, USA. (GBD40) "Make sure you engage any resisters in your change process as if they're there to help...but they just don't know how yet" A speaker at AICPA & CIMA's forthcoming "CFO 2019" Conference in Chicago, Dr. Jeremy Lurey is an internationally-respected organisational consultant who has worked at both PWC and Andersen Consulting. Now President & CEO of Los Angeles-based Plus Delta Consulting and Practice Lead for SingerLewak’s People & Change Management Advisory Services, he tells Kyle Hannan (AICPA & CIMA, London) how he partners with clients to improve performance and drive adoption of change. TALKING POINTS: The...

2019-02-1328 min

Pro Business Channel Poke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business RadioPoke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business RadioKen Yu and Seven ChanOwnersPoke Burri, Lifting Noodles Ramen, KSP Restaurant GroupKen Yu and Seven Chan are the owners of KSP Restaurant Group parent company of Poke Burri and Lifting Noodles Ramen. The pair are award winning emerging brands that have helped reshape the emerging asian food culture in Atlanta. Poke Burri has become the front runner in the KSP portfolio winning Yelps #1 Highest Rated Poke in Atlanta, #1 Highest Rated Sushi in Atlanta and Atlanta’s #2 Highest Rated Res...

2018-10-1035 min

Pro Business Channel Poke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business RadioPoke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business Radio Ken Yu and Seven Chan Owners Poke Burri, Lifting Noodles Ramen, KSP Restaurant Group Ken Yu and Seven Chan are the owners of KSP Restaurant Group parent company of Poke Burri and Lifting Noodles Ramen. The pair are award winning emerging brands that have helped reshape the emerging asian food culture in Atlanta. Poke Burri has become the front runner in the KSP portfolio winning Yelps #1 Highest Rated Poke in Atlanta, #1 Highest Rated Sushi in Atlanta and Atlanta’s #2 Highest Rated Restaurant overall. Poke Burri is currently fra...

2018-10-1035 min

Franchise Business Radio Poke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business RadioPoke Burri, Office Evolution and DCV Franchise Group Interview on Franchise Business RadioKen Yu and Seven ChanOwnersPoke Burri, Lifting Noodles Ramen, KSP Restaurant GroupKen Yu and Seven Chan are the owners of KSP Restaurant Group parent company of Poke Burri and Lifting Noodles Ramen. The pair are award winning emerging brands that have helped reshape the emerging asian food culture in Atlanta. Poke Burri has become the front runner in the KSP portfolio winning Yelps #1 Highest Rated Poke in Atlanta, #1 Highest Rated Sushi in Atlanta and Atlanta’s #2 Highest Rated Re...

2018-10-1035 min