Episodios

  • #37: The One Big Beautiful Bill Has Passed - Now What?

    #37: The One Big Beautiful Bill Has Passed - Now What?
    Jul 11 2025
    With the recent passing of the "One Big Beautiful Bill" on July 4th, our team revisits the bill, the latest updates, common misconceptions we’ve been hearing, and the major takeaways for listeners. Join us as once again our host, Tom Pesch and Tax Principals Matt Klein and Charlie Sparks, break down these tax components of the bill and discuss how these changes are going to affect businesses and individual taxpayers. The content of this podcast is for informational purposes only. We encourage our listeners to consult with a qualified professional for advice tailored to their specific circumstances.
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    35 m
  • #36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks

    #36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks
    Jun 20 2025
    This episode was recorded on Monday, June 16th, 2025. The “One Big Beautiful Bill” and related topics covered in this episode include discussions about legislative policies that are still in process. Our host, Tom Pesch, is joined by Tax Principals Matt Klein and Charlie Sparks to break down the tax components of the bill and discuss how these changes would affect businesses and individual taxpayers. The information provided in this podcast is for informational purposes only, and we encourage all listeners to continue to monitor the current status and inclusions of the bill as it progresses through legislation.
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    31 m
  • Flights: Fraud pt. 4: Inventory and Asset Fraud

    Flights: Fraud pt. 4: Inventory and Asset Fraud
    Mar 10 2025
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part four of our Flights: Fraud series, Adam and Andrea cover inventory and asset fraud. They cover several signs of inventory fraud beyond just discovering a missing item.
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    14 m
  • Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes

    Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes
    Feb 25 2025
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part three of our Flights: Fraud series, Adam and Andrea cover fraudulent disbursements and billing schemes. They provide numerous examples of these types of fraud and analyze how the perpetrators successfully executed them.
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    13 m
  • Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen

    Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen
    Feb 20 2025
    In part two of our Flights: Fraud series, Adam and Andrea cover cash theft. They share several stories that showcase many angles of cash theft and how it can be caught and broken down. "Skimming" is cash theft on a transaction before it reaches the company. "Larsony" is when a sale is recorded but the cash get stolen afterward. If you haven't yet, check out part one on our Q&A Over Coffee page: Fraud 101.
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    15 m
  • Flights: Fraud 101 with Andrea Addo and Adam Hennen

    Flights: Fraud 101 with Andrea Addo and Adam Hennen
    Feb 12 2025
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. For this first flight, we will go over the basics of Fraud. Who can commit fraud, what it looks like in smaller organizations, some warning signs to look out for, and more.
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    15 m
  • #35: Roundtable: Managing Your Business Through Economic Uncertainty

    #35: Roundtable: Managing Your Business Through Economic Uncertainty
    Jan 29 2025
    This episode was recorded on Wednesday, January 15, 2025. The topics covered in this episode include discussions about economic and legislative policies that are continuously being updated. The information in this podcast is for informational purposes only. It is not intended to be professional legal, financial, or accounting advice. As always, we recommend seeking professional guidance for additional questions.
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    35 m
  • #34: State Tax Residency with Zach Deo and Nikki Bocock

    #34: State Tax Residency with Zach Deo and Nikki Bocock
    Jan 15 2025
    Do you live in a different state from where you work? Do you have residency in multiple states? How do you know which state to file income taxes in? In this episode, we bring on tax directors Nikki Bocock and Zach Deo to answer these questions and share more information regarding state tax residency. You'll learn about the 180-day rule, what you decide to have as the address on your driver's license/ID, and even your community relationships and how these tie into where you file your taxes.
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    32 m