The Balancing Act Podcast with SingerLewak
A monthly Business podcast
The Balancing Act Podcast with SingerLewak
Episodes
Episodes of The Balancing Act Podcast
Mark All
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 opportunitie
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-
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 t
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 Ser
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 t
Welcome to the second episode of the International Business Insights podcast series. Today, we focus on transfer pricing with Amit Maheshwari, Managing Partner at AKM Global, and Robin Park, International Practice Leader here at SingerLewak. T
Welcome to the first episode of our three-part International Business Insights series! In this episode, we delve into the intricacies of cross-border mergers and acquisitions (M&A). Join us as Robin Park, International Practice Leader, and Suzi
In this episode, we hear from John Proctor, HR Coordinator, as he discusses the challenges and opportunities of remote work with Daniel Trousdale, Tax Director, and Karyn Gallen, Director of Training. They reflect on how SingerLewak has adapted
Join us for the grand finale of the "Summer Escape with SingerLewak" series as we venture into the stunning landscapes of Oregon. In this episode, we team up with Brad Bingenheimer and Kevin Gienger two partners with deep roots in the state, to
In this episode of "Summer Escape with SingerLewak," we explore the best of Northern California's outdoor activities and family fun spots. Our guests, Marketing Manager Laurie Leer and Partners Vera Kryukova and Cindy Wiseman, share their favor
Welcome to a special summer edition of The Balancing Act: "Summer Escape with SingerLewak." In this exciting "Summer Escape" series, we're taking you on a journey through three fantastic regions, showcasing activities and destinations for your
In this episode, Business Solutions Group Partner Andrea Roschke welcomes Bill Foster, a seasoned professional with over 30 years of experience with various Department of Defense organizations, who currently serves as president of a National Co
As National Volunteer Month ends; we're celebrating the spirit of giving back. In this episode, our host Mike Jones, CEO and Managing Partner of Resound, discusses the SL Cares program with guests Steve Giorgione, Jessica Hamilton, and Stephani
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 o
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.
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. Esta
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 L
Episode 12 | Business Buzzcast: Business Success Through Relationship ManagementIn 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
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
Episode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business OwnerJoin Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilitie
Episode 9: Better Leaders, Better Companies, Better LivesA 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 leader
Episode 8: What to Expect During an IRS ExaminationAn 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 e
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
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.
Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar RossoTrends in the global cybersecurity landscapeHow ISC2’s certification and education mission is improving our collective capabilities
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