In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.

Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance.

About Our Guests
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax. 

William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

In this episode, we sit down with members of our NIL Advisory Team to explore why comprehensive guidance is essential for student-athletes and their families. From clearing up common misconceptions to highlighting overlooked opportunities, we discuss how education, financial literacy, and long-term planning can make all the difference. Whether you're a parent, coach, or athlete, this conversation offers valuable insights into managing NIL the right way.

About Our Guest
Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

In this episode, we break down the Cybersecurity Maturity Model Certification (CMMC) and its growing impact on government contractors and suppliers. Join us as we explore what the CMMC framework means for your organization, how to interpret its controls, estimate compliance costs, and integrate it into your financial and risk management strategy. Whether you're preparing for an assessment or just starting your compliance journey, this conversation is packed with practical insights and expert guidance.

About Our Guest
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

In this episode, Robert Stephens breaks down how to turn financial data into an actionable business strategy. This episode explores how to go beyond surface-level reports to uncover insights that drive smarter decisions, stronger forecasting, and long-term growth. Whether you're scaling a startup or leading an established business, this conversation will help you use your numbers as a tool, not just a report card.

About Our Guest
Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations. 

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

In this episode, Brandon Smith and Aleisa Howell explore what the nonprofit world can teach us about redefining success beyond just revenue and margins. Aleisa shares surprising insights on how impact-focused metrics, mission-aligned financial strategies, and values-driven leadership can unlock sustainable business growth. Whether you're a business owner or leader, you'll walk away with practical ways to measure what truly matters without sacrificing profitability.

About Our Guest
Aleisa Howell is a Partner with Mauldin & Jenkins, LLC, who specializes in the not-for-profit and governmental practice. She serves on the Georgia Society of CPA's Not-For-Profit Task Force and as a technical reviewer and committee member for the National Government Finance Officers Association (GFOA) in the CAFR certificate of excellence in financial reporting program.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Explore how evolving tax laws, cutting-edge AI, and a modernizing IRS are transforming business strategy. "Beyond the Return" goes past compliance to uncover the tools, trends, and insights shaping the future of finance and decision-making—including the sweeping implications of The One Big Beautiful Bill Act.

About Our Guest
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Uncertainty isn’t just a threat, it’s an opportunity. In this episode, we explore how business leaders turn risk into strategic advantage, with practical insights on navigating change, uncovering hidden value, and building resilience.

About Our Guest
Craig Carter is a director with Mauldin & Jenkins, LLC. Craig is a business leader and advisor with 39+ years of experience, most recently leading Internal Audit Executive Services (IAES) to help organizations strengthen risk coverage and internal audit effectiveness.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

This episode breaks down key insights on navigating each phase of a transaction, highlighting the best practices for optimizing business value, managing challenges, and making informed decisions. Whether you're a business owner or an advisor, learn tips to find success through the transaction process.  

About Our Guests

Tom Houlihan is a Managing Director at Mauldin & Jenkins where he is responsible for leading the Transaction Advisory and Valuation Practice. With over 20 years of transaction experience Tom has provided support for clients on over $3 billion of transactions for a variety of purposes and across a broad range of industries. 

Andrew Denham is a Manager at Mauldin & Jenkins who leads our business development practice. He works with many professionals and business owners for business planning and transaction planning.

About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

In this episode, we get a glimpse into the world of state and local taxes, breaking down the key concepts that every business owner and taxpayer should understand. From navigating nexus and determining tax obligations to leveraging tax credits and incentives, we cover it all.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.