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.

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

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

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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!

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

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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/

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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]

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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]⁠⁠

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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]

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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]

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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]

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Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth. 

Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail

In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth

Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: [email protected]

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Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso

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

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

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