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

As a member of the leadership team, you wield significant influence over your organization’s destiny. When it comes to complex IT undertakings like ERP upgrades, your decisions can tip the scales toward success or failure. Unfortunately, many of these projects fall short of their intended goals, leading to cautionary tales shared by CFOs and CEOs. But fear not! Our March Balancing Act Podcast featuring two eminent Digital Transformation experts: Bob Green, Digital Transformation Advisor and Practice Leader of our SL Business Informatics team, and Steve Griffin, an Executive Partner at GARTNER (renowned IT research and thought leadership organization). Tune in to gain insights and actionable leadership advice to ensure your ERP implementation journey can achieve the results you desire.

For more information about Successful ERP and Digital Transformation, visit https://www.foresight-slbi.com/

Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: ⁠⁠⁠[email protected]⁠⁠⁠

Visit our website:⁠⁠⁠ https://singerlewak.com/⁠⁠⁠

Follow us on LinkedIn for updates: ⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠

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Join us in this insightful episode as we sit down with our guests, Mike Mondelli, Director, and Ryan Nance, Manager, both from the Tax Department at SingerLewak. Together, they will unravel the crucial topics shaping this year's tax landscape. From key changes in tax laws to maximizing deductions, uncovering commonly overlooked tax breaks, and navigating the pandemic's impact on filings, this episode provides invaluable advice for individuals and small business owners alike. Stay tuned as we delve into the tax implications of economic stimulus packages, share best practices for record-keeping, and offer guidance on investing and avoiding audit triggers. Whether you're a seasoned taxpayer or just starting your financial journey, this is your roadmap to informed and strategic tax planning.

Subscribe, so you don't miss an episode ⁠⁠https://podcasters.spotify.com/pod/show/thebalancing-act⁠

Questions or feedback? Reach out to Mike Mondelli ⁠[email protected]

For more information visit:⁠ https://singerlewak.com/tax/

Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠

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Episode 14 | How to Leave a Legacy: Understanding the Importance of Estate Planning 

Alice Pearl from the Law Offices of Michael K. Lanning and Jessica Nadler, an SLBiggs Partner at SingerLewak, discuss the significance of estate planning. Estate planning helps to maximize one's legacy while minimizing taxes and maintaining peace among loved ones. They cover several topics, such as explaining what an estate plan and a trust are, the consequences of not having an estate plan, estate taxes and trust income taxes, proactive planning tips to ensure your desires are fulfilled, and best practices for trustees to have a successful administration, including record-keeping and trust accounting.

Subscribe to our YouTube channel and wherever you listen to podcasts, so you don't miss an episode ⁠https://podcasters.spotify.com/pod/show/thebalancing-act

Questions or feedback? Reach out to Jessica Nadler [email protected]

For more information visit: https://singerlewak.com/slbiggs/trust-and-probate-accounting/

Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠

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Welcome to another episode of "The Balancing Act", where we explore life and long-term care insurance and what it is, and why businesses need it. With us are Lara Buitrago from SingerLewak Business Solutions Group and the Managing Director of Life/Long Term Care at BGA Insurance. We discuss popular types of life insurance, life insurance with savings, long-term care, and its potential legislative approaches. We also explore the relevance of this issue to business owners and the tax implications of premiums.

Gain insights into end-of-life care, long-term care options, costs, and benefits. Unravel the legal and financial implications of your decisions. Stay balanced!

Subscribe to our YouTube channel and wherever you listen to podcasts, so you don't miss an episode https://podcasters.spotify.com/pod/show/thebalancing-act

For more information visit: https://singerlewak.com/slbiggs/trust-and-probate-accounting/

Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

Episode 12 | Business Buzzcast: Business Success Through Relationship Management

In this episode, Lara Buitrago, a Partner of SingerLewak's Business Solutions group, joins David Ackert, the CEO of Ackert Inc., for a dynamic conversation. David is not only the mastermind behind PipelinePlus, a powerful business development tool but also a seasoned executive coach with expertise in business development strategy assessments. Together, they delve into the world of relationship management, discussing why relationships are a vital asset for business owners and providing valuable insights on managing and nurturing them successfully.

Questions or feedback? Reach out to Lara Buitrago: [email protected] or visit https://singerlewak.com/business-solutions-group-bsg/

Visit our website:⁠⁠⁠ https://singerlewak.com/⁠⁠⁠

Follow us on LinkedIn for updates: ⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠

Subscribe to our YouTube channel: ⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

Episode 11 of the Balancing Act podcast is finally here, and we're thrilled to share it with you! Join us in exploring the world of Professional Development alongside our incredible guests, Jeremy Dillard, Technical Standards Partner, and Emnet Saari, Senior Web Designer at Brand House Marketing.

In today's fast-paced digital landscape, growing professionally is more important than ever. Learn about the significance of personal development and discover how platforms such as LinkedIn can be your secret weapon to showcase your skills and build meaningful connections.

Questions or feedback? Reach out to Jeremy Dillard: [email protected]

Visit our website:⁠⁠ https://singerlewak.com/⁠⁠

Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠

Subscribe to our YouTube channel: ⁠⁠https://www.youtube.com/@SingerLewak/featured

Join Our Team!
Whether you are looking for an internship or a full-time career, SingerLewak is proud to support our employees’ aspirations for a limitless future in public accounting. Visit us at https://singerlewak.com/careers-at-singerlewak/ or https://www.linkedin.com/company/362246/admin/feed/posts/

Episode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner

Join Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilities in guiding their organizations along the Cybersecurity Maturity continuum. This podcast is not intended to scare you about Cybersecurity, but rather to provide practical insights into why a Cybersecurity Program is necessary and how to initiate one correctly. This discussion follows the theme of a previous Balancing Act podcast in which Bob spoke with Clar Rosso, CEO of ISC2, the world's leading provider of professional Cybersecurity education and certifications.

Are you a business leader looking to shield your company from cyber attacks? Contact us today at https://singerlewak.com/slcybersecurity/ to schedule an assessment consultation with one of our experts.

Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: ⁠⁠[email protected]⁠⁠

Visit our website:⁠⁠ https://singerlewak.com/⁠⁠

Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠

Subscribe to our YouTube channel: ⁠⁠https://www.youtube.com/@SingerLewak/featured

Episode 9: Better Leaders, Better Companies, Better Lives

A conversation with Xan Pearson, CEO & President of the Colorado Thought Leaders Forum and Ed Schenkein, Assurance & Advisory Partner at SingerLewak. An inquiry that reveals how leadership growth and development elevates individuals, teams, businesses, communities.

Questions or feedback? Reach out to Ed Schekein [email protected]

Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠

Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠

Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

Episode 8: What to Expect During an IRS Examination

An overview of IRS examinations (IRS audits) where SingerLewak Partner Mark Cook and Director Mike Mondelli discuss the different IRS divisions, the different types of examinations, what the examination process is like, and how to respond when the IRS contacts you. 

Questions or feedback? Reach out to Mike Mondelli: [email protected] or Mark Cook: [email protected]

Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠

Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠

Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/@SingerLewak/featured

Episode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm.

Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers and acquisitions. Jim has client service responsibilities in the business sectors of Investor-Backed Private Companies, Family-Owned Companies, as well as Public Companies.

Questions or feedback? Reach out to Jim Pitrat: [email protected]

Visit our website:⁠⁠⁠ https://singerlewak.com/⁠⁠⁠

Follow us on LinkedIn for updates: ⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠

Subscribe to our YouTube channel: ⁠⁠⁠https://www.youtube.com/@SingerLewak/featured