Episodes

  • #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
  • #32: Employee Retention with Vanessa Foy

    #32: Employee Retention with Vanessa Foy
    Sep 18 2024
    In this episode of Q&A Over Coffee, we are joined by our highly experienced HR Director, Vanessa Foy. With a diverse background spanning multiple professional service industries—from CPA firms to marketing agencies—Vanessa offers valuable insights into the retention challenges many firms face today. She shares actionable strategies for addressing these issues, particularly in a hybrid work environment, emphasizing the importance of understanding workplace culture, fostering transparency, and maintaining clear communication. We highly recommend tuning in, as retention is a critical and cost-effective practice that every business should prioritize.
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    29 mins
  • #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer

    #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer
    Aug 21 2024
    With the upcoming sunset of the Tax Cuts and Jobs Act, a piece of legilation that was signed into law in 2017, many tax payers are curious as to what they could expect for next year. To help clarify the situation, our Tax Principals, Scott Hoyles and Joe Mayer, will provide background information and offer guidance on how to prepare as we head into a new election cycle. While there are many uncertainties, it's clear that several business entities and individuals will be impacted more significantly than others. Scott and Joe will share recommendations for those in different circumstances and serve as valuable resources as we approach this transition.
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    33 mins
  • #30: My Accountant is Retiring with Magen Koepp

    #30: My Accountant is Retiring with Magen Koepp
    Jul 31 2024
    In the latest episode of Q&A Over Coffee, our host, Adam Hennen, is joined by Magen Koepp, Principal of Audit and ERISA. They discuss a pressing issue: 70% of current CPAs are expected to retire in the next decade. What should we do to prepare? Magen and Adam guide us through the process, from managing transition periods to transferring administrative responsibilities. Organizations with in-house accountants need to be aware of this shift. One popular solution is hiring a “Fractional CFO,” which is ideal for small businesses that require CFO services only part of the year. Additionally, Magen and Adam offer insights on finding the right accountant by matching your needs to their expertise. They delve into proactive planning strategies to address the inevitable retirement of your CPA.
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    34 mins
  • #29: Process Improvement with Dustin Hostetler

    #29: Process Improvement with Dustin Hostetler
    Jul 30 2024
    In the latest episode of Q&A Over Coffee, we set up our guest, Dustin Hostetler, remotely from Florida where he runs his consulting service Transformity Solutions. On our call, Dustin gives us the ins and outs of how he and his business help CPAs, Manufacturers, and other industries analyze and improve processes. Dustin explains how important it is for businesses to continue improving and keep up with the ever-changing landscape in process improvement technology.
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    35 mins
  • #28: Selecting Your ERP Software with Dick Krocak

    #28: Selecting Your ERP Software with Dick Krocak
    Jun 12 2024
    Join us for an insightful episode featuring our CIO, Lisa Dunnigan, as we welcome software consulting expert Dick Krocak, who brings over 30 years of experience in computer science, mathematics, and information technology. Dick will discuss the critical role of software integration across various industries, including financial services, accounting, manufacturing, and logistics. He will highlight the complexities involved in integrating these tools, which often require extensive industry and company-specific knowledge. Tune in for valuable insights, and feel free to reach out to Dick with any questions you may have!
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    36 mins
  • #27: Payroll Tax Issues with Jilayne Leary and Zach Deo

    #27: Payroll Tax Issues with Jilayne Leary and Zach Deo
    May 29 2024
    In the latest episode of Q&A Over Coffee, we are pleased to welcome Jilayne Leary, our Payroll and Employee Benefit Specialist, and Zach Deo, our Tax Director. Jilayne has been an integral part of Olsen Thielen for over 20 years, serving as a trusted expert in payroll tax and employee benefit regulations. In this episode, Jilayne provides valuable insights into aligning and identifying various benefits included in payroll. She also discusses potential penalties for businesses and employees, and the critical laws and regulations that businesses must follow to ensure proper payroll allocation.
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    38 mins