PODCAST · business
It Depends
by Hantzmon Wiebel
It Depends is a podcast series brought to you by Hantzmon Wiebel. If you’ve ever talked to an accountant, they’ve probably told you, “Well, it depends…” This podcast series is for business owners, leaders, operators, accountants, or anyone just wanting to learn more about the accounting industry. Hantzmon Wiebel aims to deliver solutions that bring real value to businesses, individuals, and nonprofits in our community. As the leading independent accounting and professional services firm in Central Virginia, we’re dedicated to making a positive impact. We foster future leaders in a supportive, challenging environment, deliver top-notch services, and maintain a healthy work-life balance that empowers our team to reach their full potential while exceeding client expectations.
Episodes
-
Creating a Stronger Performance Management System
Performance management is more than a once-a-year review. In Episode 30, Managing Partner and CEO Jennifer DuBois sits down with host Clarissa Hoffman to explain how clear objectives, focused KPIs, and timely feedback help build a team that performs well over time.
-
Resistance Is Not The Enemy
Resistance is not the enemy of change. In Episode 29, Managing Partner and CEO Jennifer DuBois sits down with host Clarissa Hoffman to unpack what actually drives successful organizational change. Her advice for any organization preparing for a major shift might surprise you.
-
Knowing the Right Time to Hire a CPA
For many people, the question of when to hire a CPA often comes up during tax season. But according to Larry Martin, a Hantzmon Wiebel Consultant, the better answer is often much earlier.
-
Qualified Opportunity Zones and the 2026 Tax Deadline
In this episode of It Depends, host Clarissa Hoffman sits down with tax partner Kendra Stribling to break down what Qualified Opportunity Zone investors need to know before the December 31, 2026 recognition deadline for deferred capital gains. They cover the key tax benefits of QOF investing, the...
-
How Nonprofit Organizations Can Strengthen Their Financial Reporting
Strong financial reporting is one of the most powerful tools a nonprofit board has, but only when it's built to inform, not overwhelm. From cash clarity to forward-looking projections, the right reporting package helps board members ask better governance questions and make smarter decisions....
-
Employee Benefit Plans: Common Retirement Plan Pitfalls to Avoid
Retirement plans are a valuable benefit, but staying compliant takes more than an annual audit. From misreading plan documents to unclear TPA responsibilities, small oversights can lead to costly corrections. Our Employee Benefit Plan team walks through the most common pitfalls and the steps you...
-
Midyear Budget Check-Ins Keep Plans Aligned
A midyear budget check-in helps you compare actual results to your plan, identify what’s driving performance, and adjust assumptions while there’s still time to respond. It keeps your budget relevant and supports better decisions through the rest of the year.
-
Turning Audit Season Into an Opportunity
Audit season can feel disruptive, especially for small businesses. Tight timelines, document requests, and competing priorities can quickly add stress. However, with the right preparation and steady habits in place, audits do not have to derail your operations. When approached thoughtfully, they...
-
Strategic New Year’s Resolutions for Business Owners
Strategic New Year’s Resolutions for Business Owners — One of the most impactful resolutions a business owner can make at the beginning of the year is to create or update a realistic budget. A well-designed budget should align with both growth objectives and profitability targets, serving as a...
-
Strengthening Internal Controls to Support Audit Readiness
Strengthening Internal Controls to Support Audit Readiness — Internal controls are the foundation of a reliable accounting system. They are the processes, policies, and activities an organization establishes to safeguard assets, ensure accurate financial reporting, support compliance, prevent...
-
Maximizing Strategic Year-End Tax Planning
Maximizing Strategic Year-End Tax Planning — As the year ends, taxpayers have an important chance to review their finances and make moves that can lower their 2025 tax bill. With the state and local tax (SALT) deduction limit increasing from $10,000 to $40,000, more people may benefit from...
-
Maximize Your Charitable Giving Impact
Maximize Your Charitable Giving Impact — Why Charitable Giving Matters: While charitable giving starts as a generous act and a way to support causes you care about, it can also optimize your tax strategy. Thoughtful planning allows you to make a meaningful impact on your community while…
more -
Understanding Form 990 for Nonprofit Organizations
Why Form 990 Matters For nonprofit organizations, compliance and transparency are essential to maintaining tax-exempt status and building trust with donors, grant-makers, and the public. One of the most important tools in this process is Form 990—the annual information return required by the IRS...
-
Choosing the Right Structure for Your Business
Why Business Structure Matters. When starting a business entity, one of the most important—and often overlooked—decisions is choosing the right structure. From sole proprietorships to LLCs to corporations, each business entity comes with different legal, operational, and tax implications. The...
-
Staying Ahead of International Taxation
U.S. citizens and residents with foreign financial interests must understand and comply with international tax obligations to avoid costly penalties. The U.S. taxes individuals on worldwide income, meaning foreign bank accounts, investment accounts, pension plans, rental properties, and interests...
-
Planning the Future Your Business Deserves
Exiting a business involves more than selecting a date and placing the company on the market—it requires careful preparation financially, operationally, and emotionally to ensure a smooth and successful transition. A thoughtfully developed exit plan enables business owners to preserve value,...
-
The Strategic Impact of FP&A Budgeting
Financial Planning and Analysis (FP&A) forecasting and planning goes beyond traditional budgeting. It’s a dynamic planning tool that helps organizations set realistic expectations, evaluate performance, and respond to changing circumstances. While budgets are often considered static documents…
more -
The Critical Role of Financial Reporting for Nonprofits
Why Financial Reporting Matters: While balance sheets and income statements are essential, financial reporting for nonprofits goes beyond just numbers on a page. It includes internal reports such as budget-to-actual comparisons, cash flow projections, functional expense allocations, and the...
-
How to Prepare for Your Attestation Service
When it comes to financial reporting, businesses and organizations often require attestation services, but there’s often confusion about what these services actually entail. Many people think they are undergoing an audit when, in reality, they are receiving a different level of service....
-
What Employers Need to Know About Employee Benefit Plans
There are two main types of benefit plans: defined contribution plans and defined benefit plans. A defined contribution plan, such as a 401(k), ESOP, or profit-sharing plan, specifies the amount an employee contributes “up front,” but the final amount they can withdraw depends on market…
more -
The Power of Enterprise Risk Management
Every organization encounters risks, but not all risks are negative. Avoiding risk entirely can limit growth and prevent an organization from reaching its full potential. Instead, organizations must learn to navigate and manage risk effectively. Risks generally fall into four main categories: 1....
-
The Three Types of Business Valuations
To properly value a business, one must first look into the past. This means all historical financial statements, such as income statements, balance sheets, statements of cash flows, and tax returns, should be evaluated to understand what the business has done historically. Interviews are often...
-
Generosity Pays: Estate and Gift Tax
What are the Benefits of Gifting? Besides that warm, fuzzy feeling one can get from giving to another, gift exchanges are typically not subject to taxation, presenting an attractive way to support another person or organization. Recipients are also never subject to taxation as a result of…
more -
Real Estate is Real Estate: Understanding 1031 Exchanges
Section 1031 Exchanges, or Like-Kind Exchanges. 1031 exchanges are a provision in the tax law that outlines a tax-deferred transaction within the real estate industry. The provision states that if one were to sell a piece of property, they may reinvest that money into another property without...
-
Streamline your Finances with Outsourced Accounting
What is Outsourced Accounting? Outsourced Accounting covers foundational accounting work such as accounting, bookkeeping, bill pay, and payroll, as well as more advanced services like month-end close, audits, cash flow projections, and more. Our goal is to function as our client’s entire...
-
Five Common Myths to Watch Out for this Tax Season
1. Tax Refunds are free money from the government: Unfortunately, this myth is as pervasive as it is false. Large tax refunds are a lot like interest-free loans given from you to the government. You may have had money over-withheld from paycheck, or overpaid any estimated payments from the...
-
Protecting Your Business with Fraud Prevention
In any business, large or small, fraud can be a threat to the organization's most valuable assets. Fraud prevention is a critical practice that protects your business’s integrity, reputation, and financial stability. Understanding the risks, implementing preventative measures, and fostering a...
-
Understanding the True Value of Your Business
Understanding the true value of a business is a critical yet often overlooked aspect of ownership. Business valuations provide clarity, whether you’re planning for the future, managing estate considerations, or preparing for a transition. Our team helps business owners uncover their company’s...
-
Making Data Actionable with Financial Planning & Analysis
At Hantzmon Wiebel, one of the many services we specialize in is providing expert financial planning and analysis (FP&A), which empowers businesses and organizations to make informed decisions. FP&A serves as a valuable bridge between raw data and actionable insights, allowing business leaders to...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
It Depends is a podcast series brought to you by Hantzmon Wiebel. If you’ve ever talked to an accountant, they’ve probably told you, “Well, it depends…” This podcast series is for business owners, leaders, operators, accountants, or anyone just wanting to learn more about the accounting industry.
Hantzmon Wiebel aims to deliver solutions that bring real value to businesses, individuals, and nonprofits in our community. As the leading independent accounting and professional services firm in Central Virginia, we’re dedicated to making a positive impact. We foster future leaders in a supportive, challenging environment, deliver top-notch services, and maintain a healthy work-life balance that empowers our team to reach their full potential while exceeding client expectations.
HOSTED BY
Hantzmon Wiebel
CATEGORIES
Loading similar podcasts...