Warren Averett - Podcast Details

Shows

The WrapEpisode 074 | What Next? (Life After Exiting a Business)The final stage of the Business Owner Lifecycle is one that every entrepreneur dreams of—the Freedom Stage. In this stage, business owners reap the rewards of their hard work to either enjoy retirement or change direction to pursue a new passion or investment. The emphasis is no longer on the success of the business, but rather on the lifestyle of the now-former business owner. In this episode, special guest Greg Sellers, CPA, AEP®, a Member of Warren Averett’s Tax Division and a leader in the firm’s Estate and Trust Service Area, shares advice on what you...2024-11-2029 min

The WrapEpisode 073 | Strategies for a Successful Business ExitEntrepreneurs pour so much passion and effort into starting, growing and maintaining their businesses. But eventually, all business owners will enter a transition stage where the business will shift to a new set of hands, either through a transaction or by training a new generation of leaders to carry on the work—both of which can be emotional and challenging experiences. So, what does a successful business exit look like, and what can entrepreneurs do to prepare themselves and their business for a positive transition experience?In this episode, Hanny Akl, CPA, CFE, CEPA, CVGA, leader of Wa...2024-11-0626 min

The WrapEpisode 072 | Sustaining Success in an Established BusinessThe term “mature company” might bring up images of a stale, archaic or out-of-date business. But in reality, a business in the maturity stage of the business owner lifecycle is a successful organization with a well-known product or service, loyal customers and steady growth. So, for businesses that have grown into this season of stability, what does success really look like?In this episode of The Wrap, our hosts discuss the characteristics and opportunities of established businesses with special guest Stephen Schaaf, CPA, a Member of Warren Averett and leader of the firm's Manufacturing & Distribution Prac...2024-10-2316 min

The WrapEpisode 071 | Navigating the Dynamics of a Growing BusinessAfter moving past the risky startup stage, a business enters the growth phase of the Business Owner Lifecycle, which presents its own opportunities and challenges. During the growth phase, entrepreneurs must shift from working in the business to working on the business, requiring a new set of skills and a keen understanding of potential risks and opportunities. Will Aderholt, CPA, CCIFP, is a Member of Warren Averett’s Tax Division, and in this episode, he joins The Wrap to discuss the Growth Stage of the Business Owner Lifecycle and how entrepreneurs can set the...2024-10-0921 min

The WrapEpisode 068 | Overcoming Challenges and Embracing Opportunity for the Retail & Consumer IndustryThe past few years have not been easy for the retail and consumer industry with pandemic shortages and restrictions, rising inflation and a changing workforce. However, the landscape is actually starting to look up again, with profit margins creeping back to pre-pandemic levels and opportunities in technology, hiring and business strategies on the horizon. In this episode of The Wrap, our hosts are joined by Warren Averett’s Retail & Consumer Industry Group leader Branden Crosby, CPA, CGMA, and Charles Bailey, CPA, to discuss the current state of the industry and what business leaders can do to plan for...2023-12-2022 min

The WrapEpisode 064 | Building a Strong Future in the Construction IndustryConstruction is a booming industry across the United States with a bright future partially fueled by an increase in governmental infrastructure projects. However, the industry is also facing unique challenges due to a shrinking pool of trade labor, economic uncertainty in the private sector and continued supply chain issues post-pandemic.In this episode of The Wrap, our hosts welcome Will Aderholt, CPA, CCIFP, leader of Warren Averett’s Construction Industry Practice, as well as special guest Jay Reed, President of Associated Builders and Contractors of Alabama, to discuss specific challenges and opportunities affecting the construction industry . 2023-10-1129 min

Atlanta Business RadioThe Wrap Podcast | Episode 063 | Seizing Opportunities in the Tech Industry | Warren AverettOpportunities abound for technology companies, but in such a dynamic industry, how can business leaders navigate risk and plan for continued success? In this episode of The Wrap, our hosts are joined by two of Warren Averett's technology industry experts, Larry Pirkle, CPA, and Yogesh Patel, CPA, CFE, to discuss the challenges and opportunities affecting business leaders […] The post The Wrap Podcast | Episode 063 | Seizing Opportunities in the Tech Industry | Warren Averett appeared first on Business RadioX ®.2023-09-2700 min

The WrapEpisode 063 | Seizing Opportunities in the Tech IndustryOpportunities abound for technology companies, but in such a dynamic industry, how can business leaders navigate risk and plan for continued success? In this episode of The Wrap, our hosts are joined by two of Warren Averett’s technology industry experts, Larry Pirkle, CPA, and Yogesh Patel, CPA, CFE, to discuss the challenges and opportunities affecting business leaders in the tech space. Listen in to learn more about raising capital and growing revenue, finding employees with up-to-date experience and protecting customer data. In this episode, you’ll hear: Discussion about raising capital and the...2023-09-2724 min

Pensacola Business RadioThe Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren AverettThe Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do businesses navigate complicated tax issues and proactively prepare in case they are chosen for an audit? What are the […] The post The Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren Averett appeared first on Business RadioX ®.2022-11-1000 min

Birmingham Business RadioThe Wrap Podcast | Episode 058 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren AverettThe Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do businesses navigate complicated tax issues and proactively prepare in case they are chosen for an audit? What are the […] The post The Wrap Podcast | Episode 058 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren Averett appeared first on Business RadioX ®.2022-11-1000 min

Tampa Business RadioThe Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren AverettThe Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do businesses navigate complicated tax issues and proactively prepare in case they are chosen for an audit? What are the […] The post The Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren Averett appeared first on Business RadioX ®.2022-11-1000 min

Atlanta Business RadioThe Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren AverettThe Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do businesses navigate complicated tax issues and proactively prepare in case they are chosen for an audit? What are the […] The post The Wrap Podcast | Episode 057 | Don't Freak Out: Reasons You Shouldn't Fear an IRS Audit | Warren Averett appeared first on Business RadioX ®.2022-11-1000 min

The WrapEpisode 057 | Don’t Freak Out: Reasons You Shouldn’t Fear an IRS AuditThe Inflation Reduction Act appropriated $80 billion of additional funding to the IRS, which includes funding for tax enforcement activities. For the average person, this sounds like increased potential for an IRS Audit. So how do businesses navigate complicated tax issues and proactively prepare in case they are chosen for an audit? What are the best practices to keep an IRS audit from becoming too burdensome?In this episode of The Wrap, our hosts welcome Ronald Levitt and Gregory Rhodes, both Shareholders and members of the Tax Practice Group at Dentons Sirote, as well a...2022-11-0929 min

Tampa Business RadioThe Wrap Podcast | Episode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren AverettNatural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but also with business closures, damage to their employees' properties and other aspects that make it hard for their business to stay afloat. But what if you could put a plan […] The post The Wrap Podcast | Episode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren Averett appeared first on Business RadioX ®.2022-10-1300 min

Birmingham Business RadioThe Wrap Podcast | Episode 057 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren AverettNatural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but also with business closures, damage to their employees' properties and other aspects that make it hard for their business to stay afloat. But what if you could put a plan […] The post The Wrap Podcast | Episode 057 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren Averett appeared first on Business RadioX ®.2022-10-1300 min

Atlanta Business RadioThe Wrap Podcast | Episode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren AverettNatural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but also with business closures, damage to their employees' properties and other aspects that make it hard for their business to stay afloat. But what if you could put a plan […] The post The Wrap Podcast | Episode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the Future | Warren Averett appeared first on Business RadioX ®.2022-10-1300 min

The WrapEpisode 056 | Natural Disasters: Tips for Recovery and How to Prepare for the FutureNatural disasters happen. Oftentimes, they are sudden with no way to prepare. After a disaster, business owners are not only faced with property damage but also with business closures, damage to their employees’ properties and other aspects that make it hard for their business to stay afloat. But what if you could put a plan in place to keep you and your business sailing smoothly? If you don’t have a plan, are there steps that you can take to ease your recovery? In this episode of The Wrap, Warren Averett’s own Mindy...2022-10-1223 min

Tampa Business RadioThe Wrap Podcast | Special Edition | Episode 055 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren AverettOn August 16, 2022, President Biden signed The Inflation Reduction Act of 2022 into law with the goals of helping lower costs for families, combating the climate crisis and reducing the deficit to help inflation. What do business owners need to know about The Act, and how does it affect everything from tax to the […] The post The Wrap Podcast | Special Edition | Episode 055 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren Averett appeared first on Business RadioX ®.2022-08-2400 min

Birmingham Business RadioThe Wrap Podcast | Special Edition | Episode 056 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren AverettOn August 16, 2022, President Biden signed The Inflation Reduction Act of 2022 into law with the goals of helping lower costs for families, combating the climate crisis and reducing the deficit to help inflation. What do business owners need to know about The Act, and how does it affect everything from tax to the […] The post The Wrap Podcast | Special Edition | Episode 056 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren Averett appeared first on Business RadioX ®.2022-08-2400 min

Atlanta Business RadioThe Wrap Podcast | Special Edition | Episode 055 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren AverettOn August 16, 2022, President Biden signed The Inflation Reduction Act of 2022 into law with the goals of helping lower costs for families, combating the climate crisis and reducing the deficit to help inflation. What do business owners need to know about The Act, and how does it affect everything from tax to the […] The post The Wrap Podcast | Special Edition | Episode 055 | The Inflation Reduction Act: Takeaways from Tax Experts | Warren Averett appeared first on Business RadioX ®.2022-08-2400 min

The WrapSpecial Edition | Episode 056 | The Inflation Reduction Act: Takeaways from Tax ExpertsOn August 16, 2022, President Biden signed The Inflation Reduction Act of 2022 into law with the goal of helping lower costs for families, combating the climate crisis and reducing the deficit to help inflation. What do business owners need to know about The Act, and how does it affect everything from tax to the environment to healthcare? In this episode of The Wrap, Warren Averett’s own William Dow, CPA, and Lisa Billings, CPA, join our hosts to discuss the sprawling Inflation Reduction Act of 2022, how the act impacts large corporations, stock repurchases and energy credits, and how the act...2022-08-2423 min

Tampa Business RadioThe Wrap Podcast | Episode 054: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren AverettCustomers increasingly value (and support) businesses that share their own personal values regarding social and environmental issues. In turn, businesses that are transparent and accountable in their policies are often well rewarded. Enter: environmental, social and governance (ESG) reporting--sometimes also known as sustainability reporting. What should businesses know about ESG reporting in order to set […] The post The Wrap Podcast | Episode 054: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren Averett appeared first on Business RadioX ®.2022-06-2900 min

Pensacola Business RadioThe Wrap Podcast | Episode 054: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren AverettCustomers increasingly value (and support) businesses that share their own personal values regarding social and environmental issues. In turn, businesses that are transparent and accountable in their policies are often well rewarded. Enter: environmental, social and governance (ESG) reporting--sometimes also known as sustainability reporting. What should businesses know about ESG reporting in order to set […] The post The Wrap Podcast | Episode 054: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren Averett appeared first on Business RadioX ®.2022-06-2900 min

Birmingham Business RadioThe Wrap Podcast | Episode 055: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren AverettCustomers increasingly value (and support) businesses that share their own personal values regarding social and environmental issues. In turn, businesses that are transparent and accountable in their policies are often well rewarded. Enter: environmental, social and governance (ESG) reporting--sometimes also known as sustainability reporting. What should businesses know about ESG reporting in order to set […] The post The Wrap Podcast | Episode 055: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy Businesses | Warren Averett appeared first on Business RadioX ®.2022-06-2900 min

The WrapEpisode 055: An Intro to Environmental, Social and Governance (ESG) Reporting for Savvy BusinessesCustomers increasingly value (and support) businesses that share their own personal values regarding social and environmental issues. In turn, businesses that are transparent and accountable in their policies are often well rewarded. Enter: environmental, social and governance (ESG) reporting—sometimes also known as sustainability reporting. What should businesses know about ESG reporting in order to set themselves up for success?In this episode of The Wrap, Barry Melancon (President & CEO of the American Institute of CPAs and CEO of the Association of International Certified Professional Accountants) joins our hosts to explain the ins and outs of...2022-06-2925 min

Journey to an ESOP & BeyondEP14 - ESOPs as solutions for Government Contractors with expert Hobie Frady with Warren Averett from Huntsville, AL with discussion on the new SBA ruling for 100 percent ESOPsOn this episode I interview Hobie Frady - Government Contractor expert and practice leader Warren Averett (CPA firm for government contractors). Hobie and I delve into how ESOPs really are a very popular solution for government contractors both on a partial sale and a 100 percent sale. In 2021 there was new legislation passed for government contractors that allows a 100 percent ESOP to have preferential treatment for existing contracts. Hobie does a great job of explaining the lay of the land in Huntsville and the very popular ESOP option for exit, succession and growth strategies.2022-05-1044 min

Tampa Business RadioThe Wrap Podcast | Episode 053: A Crash Course in Fraud Protection for Businesses | Warren AverettNo business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a false sense of security. And a false sense of security can quickly turn into financial hurt […] The post The Wrap Podcast | Episode 053: A Crash Course in Fraud Protection for Businesses | Warren Averett appeared first on Business RadioX ®.2022-04-2700 min

Pensacola Business RadioThe Wrap Podcast | Episode 053: A Crash Course in Fraud Protection for Businesses | Warren AverettNo business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a false sense of security. And a false sense of security can quickly turn into financial hurt […] The post The Wrap Podcast | Episode 053: A Crash Course in Fraud Protection for Businesses | Warren Averett appeared first on Business RadioX ®.2022-04-2700 min

Birmingham Business RadioThe Wrap Podcast | Episode 054: A Crash Course in Fraud Protection for Businesses | Warren AverettNo business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a false sense of security. And a false sense of security can quickly turn into financial hurt […] The post The Wrap Podcast | Episode 054: A Crash Course in Fraud Protection for Businesses | Warren Averett appeared first on Business RadioX ®.2022-04-2700 min

The WrapEpisode 054: A Crash Course in Fraud Protection for BusinessesNo business is immune to fraud, yet few businesses are proactive to examine their own risks. The trust in long-time employees, the convenience of automated payment systems and the simplicity of internal processes can all lull businesses into a false sense of security. And a false sense of security can quickly turn into financial hurt for your business due to fraud. So, what can businesses do practically to protect themselves from fraud?In this episode of The Wrap, Tammy McGaughy, CPA/ABV, CFF, CFE, who specializes in helping businesses identify and correct fraud instances, joins o...2022-04-2720 min

Tampa Business RadioThe Wrap Podcast | Episode 052: Making the Most of Your Staffing and Recruiting Efforts | Warren AverettIn this episode of The Wrap, Jessica Juliano, CPA--a recruiter dedicated to identifying and placing talent in accounting, finance and administration fields--joins our hosts to discuss why staffing and recruiting is different today, how businesses can successfully onboard the right hires despite the competition and how to vet your head hunter so you actually get what […] The post The Wrap Podcast | Episode 052: Making the Most of Your Staffing and Recruiting Efforts | Warren Averett appeared first on Business RadioX ®.2022-03-3000 min

Birmingham Business RadioThe Wrap Podcast | Episode 053: Making the Most of Your Staffing and Recruiting Efforts | Warren AverettIn this episode of The Wrap, Jessica Juliano, CPA--a recruiter dedicated to identifying and placing talent in accounting, finance and administration fields--joins our hosts to discuss why staffing and recruiting is different today, how businesses can successfully onboard the right hires despite the competition and how to vet your head hunter so you actually get what […] The post The Wrap Podcast | Episode 053: Making the Most of Your Staffing and Recruiting Efforts | Warren Averett appeared first on Business RadioX ®.2022-03-3000 min

The WrapEpisode 053: Making the Most of Your Staffing and Recruiting EffortsIn this episode of The Wrap, Jessica Juliano, CPA—a recruiter dedicated to identifying and placing talent in accounting, finance and administration fields—joins our hosts to discuss why staffing and recruiting is different today, how businesses can successfully onboard the right hires despite the competition and how to vet your head hunter so you actually get what you’re paying for.After listening to this episode, you’ll know:How businesses can get the right candidates interested in their open rolesHow hunting for talent for your company is different today than it was a few ye...2022-03-3022 min

Birmingham Business RadioThe Wrap Podcast | Episode 052: Beyond Federal Taxes (State and Local Considerations for Companies) | Warren AverettEven when federal tax laws change, do you know how the states your company has a presence in are responding? Your company's state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know […] The post The Wrap Podcast | Episode 052: Beyond Federal Taxes (State and Local Considerations for Companies) | Warren Averett appeared first on Business RadioX ®.2022-03-1000 min

Tampa Business RadioThe Wrap Podcast | Episode 051: Beyond Federal Taxes (State and Local Considerations for Companies) | Warren AverettEven when federal tax laws change, do you know how the states your company has a presence in are responding? Your company's state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know […] The post The Wrap Podcast | Episode 051: Beyond Federal Taxes (State and Local Considerations for Companies) | Warren Averett appeared first on Business RadioX ®.2022-03-1000 min

The WrapBeyond Federal Taxes (State and Local Considerations for Companies)Even when federal tax laws change, do you know how the states your company has a presence in are responding? Your company’s state and local tax matters can get complicated fast depending on where your business is located, where your employees are located and where your customers are located. So what should savvy companies know in 2022 about state and local taxes?In this episode of The Wrap, Colleen Aldridge, CPA and state and local tax expert, joins our hosts to discuss the tax landscape beyond federal tax changes and details the current landscape of sta...2022-03-0921 min

Birmingham Business RadioThe Wrap Podcast | Episode 051: Employee Retention and Recruiting in Today's Competitive Environment | Warren AverettEmployees are leaving their jobs in droves looking for something better. For workers, opportunities are seemingly endless. For companies, filling numerous empty positions while also attempting to retain the employees they still have is a challenge, to say the least. In this episode of The Wrap, David Salters (the leader of Warren Averett Staffing & […] The post The Wrap Podcast | Episode 051: Employee Retention and Recruiting in Today's Competitive Environment | Warren Averett appeared first on Business RadioX ®.2022-02-2500 min

Tampa Business RadioThe Wrap Podcast | Episode 050: Employee Retention and Recruiting in Today's Competitive Environment | Warren AverettEmployees are leaving their jobs in droves looking for something better. For workers, opportunities are seemingly endless. For companies, filling numerous empty positions while also attempting to retain the employees they still have is a challenge, to say the least. In this episode of The Wrap, David Salters (the leader of Warren Averett Staffing & […] The post The Wrap Podcast | Episode 050: Employee Retention and Recruiting in Today's Competitive Environment | Warren Averett appeared first on Business RadioX ®.2022-02-2500 min

The WrapEmployee Retention and Recruiting in Today’s Competitive EnvironmentEmployees are leaving their jobs in droves looking for something better. For workers, opportunities are seemingly endless. For companies, filling numerous empty positions while also attempting to retain the employees they still have is a challenge, to say the least. In this episode of The Wrap, David Salters (the leader of Warren Averett Staffing & Recruiting and talent acquisition expert) joins our hosts to discuss how to competitively recruit the talent your company needs—and how to maximize employee retention once they’ve been hired. After listening to this episode, you’ll know:How the staffing...2022-02-2328 min

Birmingham Business RadioThe Wrap Podcast | Episode 050: Leading Your Business Through Tax Changes in 2022 | Warren AverettWe can all agree that there's no shortage of uncertainty when it comes to what 2022 may look like for businesses, and taxes are no exception. With IRS delays, potential legislative updates and a dynamic business environment, how should organizations respond? In this episode of The Wrap, tax experts and business advisors Lisa Billings, CPA, and William […] The post The Wrap Podcast | Episode 050: Leading Your Business Through Tax Changes in 2022 | Warren Averett appeared first on Business RadioX ®.2022-02-1000 min

Pensacola Business RadioThe Wrap Podcast | Episode 049: Leading Your Business Through Tax Changes in 2022 | Warren AverettWe can all agree that there's no shortage of uncertainty when it comes to what 2022 may look like for businesses, and taxes are no exception. With IRS delays, potential legislative updates and a dynamic business environment, how should organizations respond? In this episode of The Wrap, tax experts and business advisors Lisa Billings, CPA, and William […] The post The Wrap Podcast | Episode 049: Leading Your Business Through Tax Changes in 2022 | Warren Averett appeared first on Business RadioX ®.2022-02-1000 min

Tampa Business RadioThe Wrap Podcast | Episode 049: Leading Your Business Through Tax Changes in 2022 | Warren AverettWe can all agree that there's no shortage of uncertainty when it comes to what 2022 may look like for businesses, and taxes are no exception. With IRS delays, potential legislative updates and a dynamic business environment, how should organizations respond? In this episode of The Wrap, tax experts and business advisors Lisa Billings, CPA, and William […] The post The Wrap Podcast | Episode 049: Leading Your Business Through Tax Changes in 2022 | Warren Averett appeared first on Business RadioX ®.2022-02-1000 min

The WrapLeading Your Business Through Tax Changes in 2022We can all agree that there’s no shortage of uncertainty when it comes to what 2022 may look like for businesses, and taxes are no exception. With IRS delays, potential legislative updates and a dynamic business environment, how should organizations respond?In this episode of The Wrap, tax experts and business advisors Lisa Billings, CPA, and William Dow, CPA, join our hosts to discuss tax changes, IRS updates and what businesses should know to position themselves well for 2022. After listening to this episode, you’ll:Understand where legislative updates stand that may impac...2022-02-0924 min

The Payments PodiumFraud Indicators with Paul Perry And Sarah Beth Magette from Warren Averett - Part 2A continuation of the Payment Professor's conversation of fraud indicators with Sarah Beth Magette and Paul Perry from Warren Averett.2021-12-1625 min

The Payments PodiumFraud Indicators with Paul Perry And Sarah Beth Magette from Warren Averett - Part 1Hear the Payments Professor Talk Fraud Indicators with Sarah Beth Magette, Manager, Security, Risk, and Controls Practice and Paul Perry, Member, Security, Risk, and Controls Practice Leader at Warren Averett.2021-12-0227 min

The CyBUr Guy PodcastThe CyBUr Guy Ep48: Talking Cyber and Healthcare with Paul Perry at the Warren Averett 2021 Healthcare SymposiumIn this episode of the CyBUr Guy Podcast I talk cyber issues in Healthcare with Paul Perry of Warren Averett as part of their 2021 Healthcare symposium. I also review the Apple FORCEDENTRY vulnerability fix and social media risks to your kids, specifically Instagram and Facebook. If you have questions or contacts please email me at darren@thecyburguy.com. Also check out my new educational podcast, Get CyBUr Smart, available at all your fine podcast outlets. 2021-09-181h 00

The WrapKnow and Grow [Taking Your Business from One Level to the Next]Every large and successful business started somewhere—and we’re guessing it probably wasn’t with hundreds of employees and multiple locations. So how did they get there?In this episode of The Wrap, our hosts welcome Doug Pace, CEO of Stonehill Innovation and David Capece, CEO of Sparxoo (authors of Level Up: Management Secrets to Create an Agile and Growing Services Organization), as well as Warren Averett’s own Richard Huckaby, CPA to discuss a framework for how small businesses can progress through the stages of scalable growth. In this episode, you’ll hear:2021-07-0725 min

Celebrating Powerhouse WomenKim Hartsock, Office Managing Member at Warren Averett CPAs and AdvisorsCelebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Kim Hartsock/Warren Averett CPAs and Advisors Kim Hartsock, the Office Managing Member of the Atlanta office of Warren Averett CPAs and Advisors, is positioned as a leader, connector and strategist who offers a unique […] The post Kim Hartsock, Office Managing Member at Warren Averett CPAs and Advisors appeared first on Business RadioX ®.2021-06-1849 min

The WrapTax Forecast [Predictions for Tax Changes in 2021]Six months from now, what will your business’s tax position be? (Talk about a literal million-dollar question!)President Biden has proposed new federal tax plans affecting both businesses and individuals. And while the specifics remain up in the air, the time to start preparing your business to adapt is now. In this episode of The Wrap, Lisa Billings, CPA, and William Dow, CPA, join our hosts to discuss the possibilities of future tax changes under the Biden Administration and what implications they could have for businesses. After listening to this episode, you’...2021-05-2619 min

The WrapThe State of PPP Loans [Funding, Forgiveness and Audits]As companies continue to utilize the Paycheck Protection Program (PPP), some are still applying for funds, some are navigating the forgiveness process and others are now facing a PPP audit. No matter where your company stands in the PPP process, it can be difficult to know what to do and what to expect. In this episode of the Wrap, Adam West, CPA (Warren Averett’s in-house PPP expert) and Mark Woods (Senior Vice President and SBA Executive Director at Southpoint Bank) join our hosts to discuss the current state of the PPP program, what the futu...2021-05-1219 min

The WrapToday’s Talent Truths [Staying Competitive with Recruitment and Retention]“You can have the best strategy in the world, but if the culture isn’t there – the talent won’t be either.” With a fully deployed workforce in the professional service sectors, many employers are concerned about how to recruit and retain talent in today’s job market. How can business owners, small and large, plan for this talent shortage and consider their compensation, culture and retention strategies to accept and embrace the new market? In this episode of The Wrap, Warren Averett’s own David Salters, CSP, TSC and special guest Tom Kosnik, President of Visus Group...2021-04-2831 min

The WrapDeception Perception [Understanding and Preventing Corporate Espionage and Sabotage]“The bad guy doesn’t know who you are or what you do. They just know they can get money out of you.”As technology becomes more advanced, so do the ways your company can be exploited by bad players. Whether your company is a large leader in the technology industry or a local mom-and-pop shop, each person who works for or interacts with your organization is on the front lines of either protecting it or submitting it to a scam. In this episode of The Wrap, Warren Averett’s own Justin Headley, CISSP, CISA and forme...2021-04-1432 min

The WrapDecoding the ERTC [A Story of the Employee Retention Tax Credit]It wasn’t available to you. Now, it might be. This was the amount. Now, the amount is different for a different year.Here’s the eligibility criteria. Now, here’s some new criteria too.What sounds like a befuddling riddle is actually a description of The Employee Retention Tax Credit (ERTC). It’s changed a lot in the last few months. Now, organizations who have PPP loans are able to qualify for this tax credit too. New guidelines have been established for how to claim the credit in 2020 and 2021. The extension and expansion...2021-03-3124 min

The WrapTransaction [M&A]nia (What Business Owners Should Know in 2021)While COVID-19 may have negatively impacted many businesses last year, others are ramping up for growth in a big way. And, according to Hanny Akl, “It just seems like the way to grow these days is through M&A.” Mergers, acquisitions and transaction activity is booming. Business valuations are high, potential tax changes are coming and businesses that have withstood the pandemic are stronger for it. But if you’re a business owner considering an M&A deal in today’s environment, what do you need to know?In this episode of The Wrap, Hanny Akl, CPA...2021-03-1522 min

The WrapHow Do I File for PPP Loan Forgiveness (And What Can My Company Expect)?The Paycheck Protection Program (PPP) loans have provided much-needed aid to many businesses since the COVID-19 pandemic began. And while these funds proved to be a game-changer for companies everywhere, the process for applying for and receiving this loan forgiveness is certainly new (and possibly confusing) for everyone. There are three different types of forgiveness applications, two different covered periods, several different banks with different processes and a handful of new terms to understand. It’s no surprise that the forgiveness process comes with a learning curve for companies, so where do you even start?In...2020-11-2515 min

The WrapHow Can My Company Offer Equity-Based Compensation (Profits Interest Grants and Unqualified Stock Options)?It’s important to incentivize your key workers, and there are clear business advantages to offering equity-based compensation to key employees. Many businesses choose to reward team members in the form of partnership profits interest grants or through nonqualified stock options, but it’s important to understand what you’re getting—and what you’re giving up. Not to mention, you’ll need to comply with specific IRS regulations and understand the tax implications. Where do you even start?In this episode of The Wrap, Clint Freeman, CPA and Michael Andrews, CPA, ABV join our hosts...2020-11-1913 min

The WrapThe CARES Act: What Are Provider Relief Funds?Since the CARES Act was passed earlier this year, one of its programs, the Paycheck Protection Program (PPP), has received the most attention, but it certainly isn’t the only form of relief that the federal government provided in the pandemic. Less likely to show up in your Facebook news feed and farther away from the spotlight (but just as important), is the Provider Relief Fund, which was created to provide funding to healthcare service providers impacted by the pandemic. While this aid provides some much-needed relief to healthcare providers, the funding received could trigger some...2020-11-1211 min

The WrapWhy is SOC Reporting important to Service Provider Businesses?As cybercrime increases in its frequency and severity, companies must be more intentional to protect themselves and their customers. Gone are the days when only the big, nationally-recognizable companies are the only targets for data breaches. These days, companies of all sizes and in all industries need to take action. So, if your customers have asked you for a report about your company’s internal controls (your SOC) and you thought they were talking about your footwear (your socks), this episode is for you. System and Organization Controls (SOC) reports are becoming a necessity for many...2020-10-2916 min

The WrapHow Can My Company Navigate the New Challenges of Lease Accounting?If your company has a lease, this one goes out to you.Did you know that a new accounting standard (ASC 842) requires that companies recognize their leases on their balance sheets? If you’re thinking this sounds like something you’ve heard before, you’re probably right. The deadline for companies to comply has been deferred twice now. As our guest, Josh says, “We’ve been talking about leases for a long time—seems like since dirt was being made.”But, now, companies are drawing closer to the deadline for implementing this change, which will give...2020-10-2220 min

The WrapCan Cloud Computing Save My Company Money on Taxes?Taxes and technology can be complicated, but that doesn’t mean saving money has to be. Did you know that your company may be able to save money on your taxes by utilizing the Research and Development (R&D) tax credit? If you’re thinking that only companies that have laboratories in their buildings and employees who wear goggles qualify, you might be surprised.Our guest, Maggie, says it best: “No one thinks about it!”Maggie Wright, CPA, a specialty tax expert in Warren Averett’s Consulting division, joins our hosts to answer a question...2020-10-1513 min

The WrapCoronavirus and Community: Gravy Solutions“Great leaders love chaos.”Casey Graham, CEO and Co-Founder of Gravy Solutions, is no doubt one of those leaders. For him, navigating the COVID-19 pandemic meant much more than leading a business through uncertainty. It meant supporting his team and seizing the chaos for what would become opportunity.In February, the company was set to lose nearly $600,000 in the span of four short weeks, and up until recently, Graham says, “Nobody knew Gravy existed. Like, nobody.”A self-proclaimed “people company,” Gravy used the COVID-19 pandemic as an opportunity to be generous to their team...2020-09-1629 min

The WrapCoronavirus and Community: Luke's Lobster“I don’t think there will ever be a month—a two-month period—that was ever as hard for me to manage a team, a business, a group of friends, as that March and April period. It was brutal.”Unfortunately, for many businesses operating in the restaurant, franchise and hospitality industries, “brutal” is a word that has been used increasingly to describe the effects of COVID-19 on their companies earlier this year. Yet, as restaurants and hospitality organizations pivot and adapt to changing consumer demands and new public health guidance, many have found new ways to empower thei...2020-09-0236 min

The WrapCoronavirus and Community: Studer Family of Companies (Part 2)“We will never go back to where we were.”Quint Studer is no stranger to the worlds of business, leadership and community. With his involvement in businesses of varying industries (including a minor league baseball team, a nonprofit organization, a coffee shop, office space, retail operation—to name a few), Quint not only strives to keep an eye on opportunity for his ventures, but for the community of Pensacola as a whole.What can business leaders take away from his experience navigating the impact COVID-19 has had on his businesses, as well as his personal leader...2020-08-1918 min

The WrapCoronavirus and Community: Studer Family of Companies (Part 1)“We’ve got to up our game, no matter what business we’re in.”Quint Studer is a lifelong businessman, entrepreneur, student of leadership and a prominent presence in the business arena and community of Pensacola, Florida. He’s the founder of the Studer Group (a healthcare consulting company, ultimately sold in 2015), the founder of the Studer Community Institute (a not-for-profit organization), an author of multiple books, a co-owner of a Minor League Baseball team, orator at George Washington University and Cornell, and the wearer of many more hats in addition to the few listed here. 2020-08-1932 min

The WrapCoronavirus and Community: BabypaloozaBabypalooza got its start as a magazine that founder Cecilia Pearson managed as a creative outlet. Fast forward to 2020, Babypalooza is a growing company and community platform that thrives through large in-person events, now faced with navigating a global pandemic. In this episode of The Wrap, our hosts welcome Cecilia to talk about how her company grew from a hobby to a business to an organization that’s withstanding the challenges of COVID-19. Drew Honeycutt, the CEO of Innovation Depot—an incubation center for Cecilia and other entrepreneurs like her who are looking to accelerate company growth—and War...2020-08-0526 min

The WrapCoronavirus and Community: The Atlanta Community Food Bank“It has been breathtaking to see how, overnight, the scale of our activity has just shifted totally.”While most businesses have been forced to adapt at a blistering pace, when you’re a nonprofit organization that distributes meals to assist those suffering from hunger and food insecurity, a global pandemic brings an especially unique set of challenges.Kyle Waide, President and CEO of the Atlanta Community Food Bank, tells the story of how this nonprofit adapted while continuing to advance its mission amid a pandemic in this episode of The Wrap.Waide joins our po...2020-07-0836 min

The WrapCoronavirus and Community: Cahaba Cycles“A pandemic was not on my radar.”Most of us would probably agree with Faris Malki, the owner and operator of a bicycle repair and service shop in Birmingham, Alabama called Cahaba Cycles.The reality is that, even though very few of us—if any—would have predicted the COVID-19 outbreak this time last year, many businesses have made sharp and fast changes to adapt to the rapidly evolving business environment we’ve seen so far in 2020.For Cahaba Cycles, that meant discerning whether or not the company was “essential,” facing a massive influx of busi...2020-06-2431 min

The WrapFinancial Planning and Retirement Plan Considerations During a PandemicCOVID-19 has created many questions for investors, retirement plan sponsors and anyone looking to maintain financial stability. What does COVID-19 mean for long-term and immediate financial success for individuals? What does it mean for business owners who are charged with guiding their organizations as a trusted employer? How can you best move forward with financial planning when the future is so uncertain?In this special edition episode of The Wrap, Joseph McNair, CFP®, JD, CPA and Jonathan Osborne, QKA join our hosts to discuss which financial planning and retirement plan considerations should be top of m...2020-04-2228 min

The WrapBusiness Advice Amid COVID-19: PPP Loan ForgivenessAs many companies begin to receive funding as part of the Paycheck Protection Program, businesses are turning their attention from navigating the application process to allocating their own use of the funds and understanding loan forgiveness. In this episode of The Wrap, Adam West, CPA and David Crabtree, CPA join our hosts to discuss what companies can do to gain an accurate understanding of the provisions in the PPP and the steps to take to maximize their loan forgiveness.Discussion in this podcast episode includes:· Which expenses are eligible for loan forgiveness and which...2020-04-2121 min

The WrapBusiness Advice Amid COVID-19: Human Capital and Employee MattersCompanies are facing a wide array of challenges in the COVID-19 pandemic, especially wen it comes to employee matters. Some are considering reducing their workforces, while others are striving to increase them. In this special edition episode of The Wrap, David Salters, CSP, TSC , Director of Sales and Operations for Warren Averett Staffing & Recruiting, and Kelly Cochran, Warren Averett’s Director of Human Resources, join our hosts to discuss how companies can best make decisions impacting their team members and the most important things to consider when it comes to their employees. This podcast episode incl...2020-04-1624 min

The WrapBusiness Advice Amid COVID-19: Process Improvement and Internal ControlsIn the COVID-19 pandemic, companies have been forced to make changes to their operations that otherwise may not have been made, and for many, that provides an opportunity to evaluate the efficiency and effectiveness of their processes. As companies adapt to the changing world, how can you help your team adapt their own tasks in a way that’s beneficial for the business?In this special edition episode of The Wrap, our hosts welcome two internal controls and data analytics experts, Sarah Beth Magette, CPA and Kevin Wang, CPA, CGFM, to discuss how companies can turn today’s ch...2020-04-1524 min

The WrapBusiness Advice Amid COVID-19: Cost ContainmentIn this special edition episode of The Wrap, Hanny Akl CPA, CFE, CEPA, CVGA, a Member of Warren Averett and the Firm’s Transaction Advisory Services Practice Leader, and Roger Spain, CPA, CFA, a Principal in Warren Averett’s Outsourced CFO practice, re-join our hosts to discuss how businesses can contain costs in this financially stressful season. Our guests bring actionable ideas and advice for reducing spending and discuss important considerations for businesses looking to cut costs. This podcast episode features discussion about:· How companies should approach cost containment during the COVID-19 pandemic· Considerations...2020-04-1430 min

The WrapBusiness Advice Amid COVID-19: Working CapitalAs the COVID-19 pandemic continues to change our world, companies are forced to change the ways that they do business. For many companies, one of the greatest concerns of today is obtaining the working capital needed to help their business survive this season. In this special edition of The Wrap, our hosts welcome Hanny Akl CPA, CFE, CEPA, CVGA, a Member of Warren Averett and the Firm’s Transaction Advisory Services Practice Leader, and Roger Spain, CPA, CFA, a Principal in Warren Averett’s Outsourced CFO practice, to discuss working capital and the things that businesses should do an...2020-04-1324 min

The WrapSpecial Edition: The CARES Act and Other Legislative Relief for BusinessesThe COVID-19 global pandemic has had wide-reaching impacts in almost every facet of operations for businesses. Many companies are facing challenges today that weren’t even in their wildest dreams a few months ago. Business leaders are facing difficult decisions about the futures of their finances, operations and employees.Recent legislation from the federal government has been designed to help businesses stay afloat, promote the health and safety of employees and retain their team members, but what does that mean in the face of the immediate challenges companies are facing? What relief is offered? How do you fi...2020-03-2822 min

The WrapSpecial Edition: What Does COVID-19 Mean for Investors in Today’s Market?In this episode of The Wrap, Paul calls for an unscheduled podcast episode to bring in John Cox, CFA, CAIA, the Chief Investment Officer at Warren Averett Asset Management, to discuss the COVID-19 pandemic and what it means for investors. The discussion in this podcase episode includes:Economic ramifications of COVID-19 that investors should be aware of How COVID-19 compares to other health concerns when it comes to the marketsHow different industries have adapted to changes in the marketplaceWhat the Federal Reserve has done to help the economy...2020-03-1321 min

The WrapSpecial Edition: Understanding Business Impact from a National PandemicIn this episode of The Wrap, Paul and Kim summon an unscheduled podcast recording to discuss the challenges that companies are facing as a result of the novel coronavirus pandemic across the globe and what they should do to adequately respond. This podcast episode covers considerations for:How business should be forecasting their financial futuresEvaluating your supply chainBusiness continuity or disaster recovery plansPaid time off and sick leave offered to employees Will Aderholt, CPA of Warren Averett and Brownlee Currey of Currey & Company join Th...2020-03-1335 min

The WrapThe Best Laid [Retirement] Plans (What Businesses Should Know about Offering Employee Benefit Plans)Employee benefit plans can be complicated.If you read the sentence above and you’re still with us, we’re guessing that you’re probably one of the business leaders who understands their importance, even despite the complexities. (Well done!)It’s true that offering retirement plans to your business’s employees comes with costs, responsibilities, and the task of adding new words and acronyms to your vocabulary, but is it worth it? Do businesses really need to offer benefit plans? Where should a company even start?2020-02-1919 min

The WrapMaking Deals with a Grain of SALT (State and Local Tax Considerations for Buying and Selling Businesses)Considering the proper aspects of state and local tax implications is an important piece of the due diligence strategy for anyone looking to sell or acquire a business. But, state and local tax matters can get complex quickly based on a company’s footprint, where it is operating and the details of the transaction. What should you know in order to minimize your tax burden and be sure your company is in compliance with relevant regulations?In this episode of The Wrap, state and local tax (SALT) experts R...2020-02-1214 min

The WrapGoal Diggers (Strategizing Your Business’s Goal Setting)All that glitters isn’t goals. Or, maybe we should say, not all goals glitter. Businesses put a lot of effort into setting goals, defining metrics and pinpointing objectives—but are they doing it well? To be effective in reaching a goal, a business must first be effective in setting one, and, while specific goals may be different for a start-up than they are for an international corporation, the struggles behind setting the right goals can often be the same. So, how should businesses approach setting goals in order to be the most effective?...2020-01-3124 min

The WrapDiscussions of DiversityStatistics show that companies that focus on diversity are more likely to succeed than those that don’t.That’s because having employees with different outlooks, experiences, skills and knowledge allows companies to approach a service, product or project in different ways, which fosters effective innovation.But if your company hasn’t been focusing on diversity, where do you start? What does incorporating a diversity initiative mean for your business’s culture? How do you provide helpful training for a topic like diversity?Special guest, Marsha Sampson Johnson, the former Chief Diversity officer at South...2020-01-2731 min

The WrapPoints on the Board (Building a Strong Board of Directors for Your Nonprofit)A Board of Directors has significant influence over a nonprofit’s finances, strategy and governance. So, it only makes sense that nonprofits looking to be as effective as possible in advancing their mission need a solid Board of Directors. If you’re looking to build the best board possible for your nonprofit organization (which—of course—you always are), how can you tell if your board members, or the candidates you’re evaluating to be future board members, have what it takes to propel your nonprofit and your mission?What should...2020-01-2020 min

The WrapOnboarding Your Board (Building an Advisory Board)Some of the most valuable insight about your organization comes from outside of it. Businesses seeking to be as efficient and effective as possible need a strong team of advisors in order to identify both opportunities and blind spots.But when it comes to actually assembling that council of advisors for your company, it can be difficult to know where to begin. Paul and Kim invite you to their discussion with Dorothy Tucker, CPA and Jake Driggers, CPA as they outline what spots businesses should fill on their advisory boards, where to find the right p...2020-01-1320 min

The WrapYour Team’s Work Makes Your Dreams Work (Recruiting and Retaining Employees)No two organizations are completely alike. Businesses have different offerings, different values and different goals, but they all have at least one thing in common.They all need people to make it run successfully.With the unemployment rate at a low, your business may be realizing that, not only are your best candidates for your open roles already in other jobs, but your competitors are increasingly recruiting people who are employed at your company.So with fierce competition, few applicants and many unmet business needs, how can you build the right team for...2020-01-0722 min

The WrapDelegating Your Calculating (Outsourcing Your Accounting)They say that if you want something done right, you should do it yourself. But, when it comes to your business’s accounting and bookkeeping functions, we think it’s a different story.For many businesses, it’s more efficient to outsource financial functions to a fractional bookkeeper, accountant or CFO. But how can you know if it’s a good fit for your business? How should you evaluate and pick an accountant to outsource to? What does it mean to outsource your accounting in the first place?Paul and Kim talk with Donna Conte, CPA and...2019-12-1324 min

The WrapA Crash Course for Creating Tax StrategiesHave you ever had the sneaking feeling that your business is paying too much in taxes? If so, you aren’t alone. Businesses all across the country over-pay their taxes on their returns each year.The most effective way to identify saving or deferral opportunities for your company (and to keep from spending more on your taxes than you need to) is to create a strategic tax plan before you file your taxes. So once you’ve decided you want to make a tax strategy for your company—now what?Paul and Kim meet up...2019-12-1020 min

The WrapThe Wizards of OZs (Opportunity Zones)There’s no place like zones—Opportunity Zones, that is. Since 2017, opportunity has been knocking specifically in the form of Opportunity Zones—a piece of the Tax Cuts and Jobs Act that provides new tax benefits for investors. The Opportunity Zone program was designed to foster economic development in lower-income areas by incentivizing investments within these zones. What are Opportunity Zones? Why do we have them? What should investors know? How can you know if you’re in compliance with the constantly-evolving regulations? And what are the tax benefits?Join Paul and Kim, along with...2019-12-0318 min