Q&A Over Coffee

By: Olsen Thielen CPAs & Advisors
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  • Summary

  • Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.
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Economics
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Episodes
  • #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 mins
  • #13: Tax Planning Strategies for the Next Year with Charlie Sparks

    #13: Tax Planning Strategies for the Next Year with Charlie Sparks
    Nov 13 2024
    In our latest episode, our Tax Director, Charlie Sparks, shares his top tax planning strategies for the upcoming year. With just two months remaining in the current year, Charlie recommends that it's the perfect moment to kickstart your tax planning, especially if you're a business owner. From important tax law adjustments to potential tax credits, deductions, and various opportunities for individuals and businesses to maximize their returns, there's a lot to consider this season. Our team of experts is here to ensure that no valuable details are missed as we assist you in preparing for next year's tax planning.
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    35 mins
  • #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski

    #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski
    Oct 9 2024
    For accountants, the fall marks the beginning of planning season. During this time, we proactively reach out to business owners to remind them that tax season is approaching, emphasizing the importance of organizing their financials in preparation for the year-end audit. In this discussion, Audit Manager John Krzyska and Senior Accountant Shaun Stachowski share key insights on the most effective strategies businesses can implement to ensure a smooth and successful audit process. Our staff have full schedules during the early months of the year and that time is dedicated to ensuring our clients have everything they need accounted for. Here's what you can do!
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    36 mins

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