The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory

Trust accountings are intended to provide transparency, but they can also become a focal point for disputes between trustees and beneficiaries.

In this episode of The Balancing Act podcast, Jessica Nadler, JD, CPA, Partner and Leader of SingerLewak’s Trust & Estate Practice, sits down with Kendal Fletcher and Bryan M. Wittlin, Partners in Sheppard's Fiduciary Litigation Group, to discuss the intersection of trust accountings and trust litigation.

Together, they explore common sources of conflict, fiduciary duties and beneficiary rights, what beneficiaries should expect from a trust accounting, and some of the practical issues that arise during trust administration. They also discuss how clear communication and transparency can help identify issues early and potentially reduce the likelihood of disputes.

Numbers Don't Lie Series: ⁠singerlewak.com/numbers-dont-lie/⁠

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What happens when a court appoints someone to take control of a troubled business or disputed assets? In this episode of Numbers Don't Lie, Brian Landau, CPA, Partner of the SLBiggs division of SingerLewak, sits down with Stephen Donell, CCIM, CPM, President of FedReceiver, to demystify the world of receiverships.

Brian and Steve discuss when receivers are appointed, how receiverships differ from bankruptcy, the role receivers play in SEC and FTC enforcement actions, and the challenges of managing and preserving assets on behalf of investors and consumers. Their conversation provides a detailed look at what receivers do after an appointment, including the financial, operational, and legal challenges they face when managing businesses and assets under court supervision.

Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/

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Money leaves a trail, even when someone works hard to hide it. In the first episode of our three-part Numbers Don't Lie series, Mark Dennis, Jessica Nadler, and Brian Landau explore how forensic accounting uncovers the facts behind fraud allegations, business disputes, family disputes, and concealed assets.

The team explains how forensic accounting differs from traditional accounting and auditing, highlights common financial red flags, and shares real-world examples of how investigators trace transactions, reconstruct records, and follow the money to uncover facts others may overlook.

Whether you're a business owner, attorney, creditor, trustee, or simply interested in financial investigations, this episode provides practical insight into how forensic accountants analyze complex financial issues, separate fact from allegation, and provide the financial evidence needed to support informed decisions.

Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/

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In this episode of SingerLewak’s Balancing Act, we explore AI data readiness and what it takes to move from hype to real business impact.

Bob Green, Lara Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance.

The key takeaway: AI is only as powerful as the data behind it. Learn how clean, well-structured data—and the right strategy—can set your organization up for successful, secure AI adoption.

Connect with ⁠SL Business Informatics⁠ team to learn how your organization can adapt in an AI-data landscape

Connect with SingerLewak's Business Solutions Group

Readiness Roadmap Series: ⁠⁠https://singerlewak.com/the-readiness-roadmap/⁠⁠

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Artificial intelligence is accelerating a new cybersecurity arms race, with attackers launching more sophisticated, scalable attacks and organizations racing to keep up with AI-enabled defenses.

In this episode of The Balancing Act, Bob Green, SL Business Informatics Practice Leader, is joined by Eric Rockwell, Cybersecurity Advisory, and Jeff Gulick, Senior Security Consultant, to discuss how AI is reshaping both sides of the cybersecurity battle.

From deepfakes to faster vulnerability discovery, they explore how attackers are gaining an edge—and how businesses can respond with smarter detection, faster triage, and stronger risk prioritization.

Connect with SingerLewak’s Cybersecurity team to learn how your organization can adapt in an increasingly AI-driven threat landscape: SL Business Informatics

Readiness Roadmap Series: ⁠https://singerlewak.com/the-readiness-roadmap/⁠

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Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act, host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs.

Together, they break down what companies really need to know to prepare for an IPO, including:

• Why early planning is critical to avoiding costly tax and regulatory pitfalls
• How SEC scrutiny has evolved—and where regulators are still focused
• The importance of PCAOB audits and internal readiness
• Common missteps that delay IPO timelines
• Practical advice for CFOs and leadership teams navigating the process

🔗 SOX, Internal Audit & Risk Services: https://singerlewak.com/sox-audit-and-risk-services/

🔗 Readiness Roadmap Series: https://singerlewak.com/the-readiness-roadmap/

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Major tax changes are here for the 2025 filing season. In this episode of The Balancing Act, Mike Mondelli and Ryan Nance break down key provisions from the One Big Beautiful Bill Act—including no tax on tips, no tax on overtime, new car loan interest rules, the enhanced senior deduction, and the new Schedule 1A.

If you want to understand how these changes could impact your return and avoid common first‑year mistakes, listen now, share with someone who may be affected, and talk to your tax advisor about how these rules apply to you. For general informational purposes only.

🔗Tax Advisory Services: https://singerlewak.com/tax-advisory/

🔗Building Blocks for Business Success Series: https://singerlewak.com/building-blocks-for-business-success/

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In this episode of The Balancing Act Podcast, Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, sits down with Harriet Oberman, Tax Partner at SingerLewak, and Susan Schroeder, Partner at Compensation Advisory Partners, for a clear and practical discussion on executive compensation strategy.

They explore how organizations can design compensation programs that support long‑term growth, retain top talent, and align leadership with company values. The conversation covers topics such as phantom equity, long‑term cash incentives, governance considerations, pay transparency, and how compensation plans are handled during ownership changes or succession events.

This episode is ideal for leaders in private companies, family‑owned businesses, and nonprofits looking to build or refine effective executive compensation structures.

🔗Building Blocks for Business Success Series: Building Blocks for Business Success

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In this episode of The Balancing Act podcast, the SingerLewak team breaks down what business owners need to know about leveraging the federal R&D Tax Credit in 2026. Host Mike Mondelli is joined by Eric Lake, Tax Partner, Cecilia Sanudo, Audit & Assurance Director, and Lydia Clowney, Tax Director for a discussion on how companies can identify qualifying activities, navigate recent legislative changes, and maximize available tax benefits.

The conversation covers the fundamentals of the U.S. Federal R&D Tax Credit, including the four-part test, eligible expense categories, and common misconceptions about who qualifies. The team also addresses how the Tax Cuts and Jobs Act, the OB3 legislation, and the new §174A rules affect expensing, capitalization, and year‑end planning for both small businesses and established companies.

Listeners will learn: 

• What types of activities and expenses typically qualify for the R&D credit
• How recent legislation impacts the treatment of research and experimental expenses
• What small businesses should know about immediate expensing and refund opportunities
• The importance of early-year planning and documentation
• When it makes sense to pursue an R&D study and what partners should look for as indicators

The international trade landscape has shifted dramatically under the Trump administration’s tariff policies. In this episode, Robin Park, Partner and International Practice Leader at SingerLewak, is joined by David Harlow, President of ITC Diligence International, and Daniel Sheinfeld, Supervising Senior at SingerLewak, to break down the latest updates on the tariff regime.

They explore:

• Changes in U.S. tariff rates and exemptions
• The impact of stacking duties on global supply chains
• Strategic solutions like Foreign Trade Zones and bonded warehouses
• How businesses can adapt through cost-benefit analysis and advocacy efforts

If your company imports, exports, or manufactures internationally, this discussion offers actionable insights to help you navigate today’s complex trade environment.

🔗 Learn more about our International Services: ⁠https://singerlewak.com/quarter-4-singerlewak-international-tax/⁠

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