Q&A Over Coffee

In part two of our Manufacturing Special, the President & CEO of Enterprise Manufacturing, Bob Kill hops into the spotlight for his thoughts on the State of Manufacturing results. The biggest challenges facing manufacturers in the last year came to light and organizations like Enterprise Minnesota step up to help alleviate any concerns manufacturers might have now, or in the future.

Olsen Thielen is a proud Platinum Sponsor of Enterprise Minnesota. On November 9th, Olsen Thielen attended the State of Manufacturing Rollout event. We went on the road for this event, set up our podcast equipment and grabbed attendees for some on the spot interviews! We got insight from folks throughout the manufacturing industry on what they expected to see from the survey results.

In our 12th episode, we recognize Cyber Security Awareness Month by joining Lisa Dunnigan, our Chief Technology Officer and Principal. She sheds light on the crucial topic of cybersecurity and shares insights on how companies and organizations can safeguard themselves against fraud via email and other channels. Lisa's scorecard includes assessing an organization's risk factors, evaluating backup practices, monitoring emails, and ensuring the effectiveness of server firewalls, among other essential aspects.

In this special episode of Q&A Over Coffee, we are joined by all three of our hosts, Adam Hennen, Daniel Owens, and Tom Pesch to go over best practices in reviewing your business's financial statements. With helpful, foundational analogies, we share why businesses need to take a closer look at your financial statements past, present, and future, to determine what direction your business is heading and if you need to identify any key performance indicators.

In our tenth episode of Q&A Over Coffee, we're joined by Tony Oman, our Director of Business Valuation. He'll be discussing the significance of business valuation, its practical applications, and its importance. Tune in to gain insights into the intricate process of valuing a company, the blend of science and art involved, and its relevance to areas like real estate and even retirement planning for business owners.

In this episode of Q&A Over Coffee, we sit with our Tax Principal Greg Nelson. Greg has many years of experience in Olsen Thielen's Construction/Real Estate field and has continued to help grow this industry for the firm. Greg tells us about how investing in real estate can be extremely rewarding, but a lot of work. There are a lot of things to consider when investing in real estate including maintaining the property, renting, tax traps, and more!

In this episode of Q&A Over Coffee, we sit with Ryan Vettrus, our Tax Director with expertise spanning diverse industries, including the Not-For-Profit sector. One of Ryan's key responsibilities as a Tax Director is to support Not-For-Profit Clients in the process of filing their annual 990 form. But what exactly is the structure of the 990 form? What kind of information is required to complete it? Interestingly, an organization can leverage its 990 form as an effective public relations tool in various ways, benefiting both its members and the general public. Find out how it can help you and your organization!

In this episode of Q&A Over Coffee, we sit down with Attorney Zach Wiegand to discuss Trust and Estate Planning, along with our very own Tax Principal, Adam Thielen. Zach is the driving force behind Gold Leaf in Burnsville, Minnesota, and he brings a wealth of 12 years' experience working in estate planning, probates, and trust administration matters. During our discussion, Zach shares fascinating stories he's come across and offers practical tips and tricks to enhance the effectiveness of Estate planning.

Q&A Over Coffee Page: https://www.otcpas.com/qa_over_coffee/

For episode six of our podcast, we discuss the widely popular topic of SECURE Act 2.0 with Blake Faust, Director of Retirement at Abbey Street. Blake shares with us what the new Act involves and what it means for businesses and individuals when it comes to planning for retirement.

In our fifth installment of Q&A Over Coffee, we are joined by Byron Wieberdink, CFO of Omni Workspace International in Minneapolis. Together, with Olsen Thielen's Tax Principal Matt Klein, we dive into Mergers & Acquisitions. We cover the financial implications, market value, and resources you can find to help move the M&A process along.