Brad Bingenheimer and Orlando Torres unpack the complex challenges facing state and local governments in issuing timely financial statements. Drawing on recent findings from the GFOA and AICPA/NASACT, they explore the root causes of reporting delays—from staffing shortages and outdated policies to limited public interest and technical expertise.

Listeners will gain practical strategies for improving reporting timelines, including leveraging estimates, reassessing materiality, streamlining year-end close, and preparing for audits more effectively. Whether you're a government finance professional, auditor, or elected official, this episode offers actionable guidance to help you navigate the evolving landscape of public sector financial reporting.

🔗 Explore more from our Audit Insights Series: ⁠⁠⁠⁠⁠⁠⁠⁠Quarter 3 Theme - SingerLewak⁠⁠

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In this episode of The Balancing Act, we explore how collaboration between audit and tax transforms client service from routine compliance into strategic partnership. Kathy Lawson, Christopher Stone, and Jon Schubert bring decades of experience to the table, sharing stories that highlight the real meaning of A&A—Assurance and Advisory—and why it’s much more than just “audit.”

From building long-term client relationships to solving complex challenges like succession planning and ERP conversions, the team reveals how SingerLewak’s depth of services and unified culture create lasting impact. You’ll hear about the “secret sauce” that keeps clients with the firm for decades, and how a forward-looking mindset helps businesses grow and evolve.

🔗 Explore more from our Audit Insights Series: ⁠⁠⁠⁠⁠Quarter 3 Theme - SingerLewak⁠

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In this episode, we dive into how strong communication can transform the audit experience. Join Rob Schlener, Audit Partner and Practice Leader, and Cecilia Sanudo, Audit Director, as they explore the power of clear expectations, consistent check-ins, and open dialogue throughout the audit process. Whether you're preparing for your first audit or looking to streamline your current approach, this conversation offers practical insights to make audits smoother and more collaborative.

🔗 Explore more from our Audit Insights Series: ⁠⁠Quarter 3 Theme - SingerLewak

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

🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠

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

We’re joined by Sheila Balzer, Audit Partner and Leader of the Credit Union Client Service Group, Adrian Hyatt-Ward, President and CEO of Hyatt-Ward Advertising who works with credit unions across the country, and Pam Easley, an executive management consultant with decades of experience in credit union leadership.

This episode explores the challenges and opportunities credit unions are facing in today’s environment. Our expert panel discusses how CECL models are being used not just for compliance, but as strategic tools to guide lending decisions and manage risk. The conversation also covers the rise in fraud—including check fraud, card fraud, and account takeovers—and how credit unions can support their members through education and strong internal controls.

We also examine the role of artificial intelligence, the growing importance of cybersecurity, and how vendor management is evolving. Throughout the episode, we highlight how credit unions can stay true to their mission of “people helping people” while adapting to new technologies and economic pressures.

🔗 Explore more from our Audit Insights Series: ⁠https://lnkd.in/gSGqXZaD⁠

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

🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠

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

In this episode of The Balancing Act Podcast, join SL Not-for-Profit Organizations and Business Solutions Group as they delve into the three most common challenges faced during not-for-profit audits. Gain insights from both the auditor and auditee perspectives on:

1. Proper recording of grants and contributions
2. Managing the Statement of Functional Expenses
3. Tackling the Net Assets With Donor Restrictions schedule

Discover how to avoid common oversights, leverage accounting technology, and strengthen your organization’s audit readiness.

🔗 Explore more from our Audit Insights Series: https://lnkd.in/gSGqXZaD

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

🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠

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

Please Note: SL Not-for-Profit services are offered nationwide, not just in California.

In this episode, we discuss the exciting expansion of SingerLewak into Hawaii and explore the details of employee benefit plan audits. Join Keric Chang and Mitchell Taira, moderated by Skip Neill, as they discuss the challenges and opportunities in managing multi-employer benefit plans, regulatory compliance, and consultative services.

Discover how our Honolulu office specializes in handling audits for 401(k) plans, pension plans, health and welfare plans, vacation and holiday plans, and training plans. Learn about the meticulous attention to detail required for these multi-employer benefit plans, often part of collective bargaining agreements, and how we ensure compliance and accuracy.

For more information about SingerLewak Pension and Benefit Plans, please visit: ⁠https://singerlewak.com/quarter-2-audit-part-1/⁠

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

Subscribe to our podcast on Spotify or Apple Podcasts: ⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠

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

In this episode of The Balancing Act Podcast with SingerLewak, we are joined by SingerLewak Partners Nanaz Benyamini, Lior Temkin, and Bob Green to discuss essential compliance measures, security protocols, and best practices for efficient not-for-profit tax prep. Our experts delve into the unique challenges not-for-profits face during tax season, share real-life examples of successful tax navigation, and emphasize the importance of cybersecurity in tax preparation. Whether you're a finance professional in a not-for-profit organization or simply interested in learning more about tax compliance, this episode is packed with valuable information to help you stay informed and proactive.

For more info on tax preparation, visit https://singerlewak.com/tax-advisory/ 

Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice 

Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason 

Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

Welcome to the second installment of our series, "Navigating Tax Season: Charting Your Course to Success!" In this episode, we focus on business tax preparation and financial management with insights from Don Rhodes, a Partner specializing in the construction industry, and Stephanie Gunderson, a Partner with a diverse background in corporate and public tax accounting. Join us as Mike Mondelli facilitates this informative discussion.

Tune in to learn about essential steps for tax preparation, unique industry challenges, and the importance of accurate record-keeping. Don and Stephanie will also share valuable strategies and highlight the resources they provide to ensure a smooth and efficient tax season.

For more info on tax preparation, visit https://singerlewak.com/tax-advisory/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

Welcome to the first installment of our series, "Navigating Tax Season: Charting Your Course to Success!" In this episode, we focus on maximizing your deductions with insights from Shannon Carlson, a Partner who leads the Individuals Client Service Group, and Jason Borkes, a Tax Partner. Join us as Mike Mondelli facilitates this informative discussion.

Tune in to learn about essential steps for tax preparation, commonly available deductions and credits, and a comprehensive checklist for gathering necessary documents. Shannon and Jason will also introduce the Tax Team and highlight the resources they provide to ensure a smooth and efficient tax season.

For more info on tax preparation, visit https://singerlewak.com/tax-advisory/Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice

Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason

Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

Welcome to the third installment of the SingerLewak International Business Insights Podcast series. In this episode, Tax Directors Stephen Bolt and Daniel Trousdale, both experienced in international taxation, delve into the critical issue of taxpayer remediation. They are joined by Robin Park, International Practice Leader, for an in-depth discussion on the processes and importance of tax remediation.

Stephen, Daniel, and Robin will explore various aspects of tax remediation, including the assessment of penalties and interest by the IRS, and the significance of statutes of limitation. They will also recap previous episodes on cross-border M&A transactions and transfer pricing, providing a comprehensive understanding of international tax issues.

Tune in to gain valuable insights into how businesses can rectify past non-compliance with tax laws and ensure ongoing compliance in both U.S. and foreign markets. This episode is a must-listen for anyone involved in international business and taxation.