PODCAST · business
The Balance Sheet Breakdown
by WilkinGuttenplan
This podcast discusses audit, tax and advisory services with expert industry professionals within different industries.
Episodes
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Going Global: The Must-Know Rules of International Expansion
In this episode, we discuss what business owners should consider when expanding into global markets, from testing international demand and protecting intellectual property to structuring operations for tax efficiency both in the U.S. and abroad. WG Shareholder, Vinay Navani, shares practical...
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Audit Readiness: Best Practices for Employee Benefit Plans
In this episode, we break down what plan sponsors need to know about employee benefit plan audits and year-round fiduciary best practices, including investment reviews, committee governance, monitoring service providers, cybersecurity, and avoiding common compliance pitfalls so plans stay strong...
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One Big Beautiful Bill Explained: What the New Tax Law Means for Businesses and Investors
In this episode, we break down recent tax changes, including the permanence of certain TCJA rules, the return of 100% bonus depreciation, Section 1202 expansion, SALT cap updates, and the estate tax exemption, and what they mean for long-term planning.
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Financial Planning & Analysis: Manage Cash Flow, Cut Costs, and Grow Revenue
In this episode, Manager Juan Arana, CPA, joins host Chris Frederick, CPA, to explore how financial planning and analysis (FP&A) helps business owners boost revenue, cut costs, and drive profitability, plus how to build a successful strategy in your own business.
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M&A Essentials: Navigating Due Diligence with Confidence
In part two of our M&A Essentials series, host Chris Frederick, CPA, and Shareholder Karen Artasanchez, CPA, MST, dive into the critical role of due diligence. It’s the make-or-break stage of any M&A deal—giving buyers the chance to verify information, uncover risks, and confirm…
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M&A Essentials: What Drives Business Valuation
In part one, host Chris Frederick, CPA, and shareholder Karen Artasanchez, CPA, MST, explore what drives a company’s valuation, uncovering what investors and acquirers look for and how you can shape your business to increase its value.
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Planning Your Exit: Succession Strategies
Most business owners will eventually face the same question: what’s next? Our latest podcast episode with host Chris Frederick, CPA and guest Bill McDevitt, CPA, CVA dives into the essentials of business succession planning and how the right plan can protect what you’ve built.
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Estate Planning Essentials: What You Should Be Thinking About Now Part Two
In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testamentary planning, Christine breaks down the...
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Estate Planning Essentials: What You Should Be Thinking About Now Part One
Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential steps to protect your legacy and plan for the future.
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Year-End Accounting Considerations
Join host Chris Frederick and manager Juan Arana as they discuss the actions businesses can take now to ensure a strong finish to the 2024 year-end reporting and start to the new year. They share practical tips for businesses to stay proactive with their accounting and how to get ready for…
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Certification of U.S. Tax Residency
Join host Chris Frederick and partner Darko Naumoski as they dive into the intricacies of U.S. tax residency, exploring how to effectively leverage available tax treaties to potentially lower withholding on foreign-sourced income.
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Breaking Down Digital Assets and Tax Pitfalls
Join host Chris Frederick and Karolis Matulis as they delve deep into the world of digital assets, shedding light on what they are, how they function in today's digital economy, and uncovering common tax pitfalls that are frequently overlooked.
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Breaking Down The Basics: Understanding Financial Statements
Join host Chris Frederick and Principal June M. Toth as they break down the key financial statements to provide clear guidance on understanding their significance. Tune in to gain a comprehensive understanding of how these essential financial documents can inform strategic decisions and drive...
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Sales Tax Changes & Rising Compliance Costs
Join host Chris Frederick as he engages in a discussion with state and local tax experts Meg Chesley and Jenna Sanfilippo about the evolving landscape of sales tax and examine the recent changes that have significantly increased the overall cost of compliance.
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Tax Implications of Remote Employees
On this episode, host Chris Frederick sits down with state and local tax experts, Meg Chesley and Jenna Sanfilippo, to discuss the tax implications companies face as they hire and onboard remote employees.
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Enhancing Your IT Security & Developing an Effective Security Plan
Chris Frederick and Tom Hasard engage in a comprehensive discussion on the current IT security concerns for businesses and emerging threats. They will discuss the key components of an info system security plan, analyze recent updates and advancements in the marketplace, and overall, how to...
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Tips to Enhance Your Start-Up's Internal Accounting and Reporting
Host Chris Frederick and manager Juan Arana discuss the common challenges that start-ups may encounter when their financial reporting does not meet expectations as they grow. They explore the potential pitfalls that arise when seeking new investors or when applying for debt.
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A Guide to Using ChatGPT and Generative AI for CPAs
Join host Chris Frederick and manager Karolis Matulis in a conversation exploring what generative AI is, how it works, and its potential applications in the field of accounting.
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Navigating Borders: Challenges of Indian Businesses Expanding to the U.S.
Partner Vinay Navani, and host Chris Frederick, kick off Season 3 with an episode discussing the key obstacles businesses may face when looking to expand from India to the U.S., as well as the best practices to prepare for these challenges.
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Navigating Year-End Gifting & Estate and Trust Considerations
Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts.
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A Guide to Professional Service Firm Profitability: Understanding Leverage Part 4/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The final episode of the series focuses on the concept of leverage and provides insights on how to utilize this metric…
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A Guide to Professional Service Firm Profitability: Understanding Margin & Profitability Part 3/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The third episode of the series focuses on the impact margin and profitability can have on companies that are...
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A Guide to Professional Service Firm Profitability: Understanding Realization Part 2/4
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The second episode of the series focuses on what realization is, how it is measured, and why consistency is key.
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A Guide to Professional Service Firm Profitability: Understanding Utilization Part 1/4
Join partner, Karen Artazanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. Episode 1 is all about utilization—from what it is to how it is measured.
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New Regulations Impacting Recent and Future Community Associations In New Jersey
On this episode, partner Mohammed Salyani joins host Chris Frederick for an informative discussion on the impacts on newly built Community Associations as a result of New Jersey’s recently implemented requirements. Whether you’re a developer or a professional in the industry, this episode will…
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The Intern Experience: Navigating the Path from Campus to Corporate
Join host Chris Frederick as he sits down with Associate, Justin Dekovics, and Intern, Phillip Amari, to discuss their internship experience at WilkinGuttenplan and how their college prepared them for this next step!
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SECURE Act 2.0 & the Major Provisions Impacting Your 401(k) Plan
Join Valerie Thorpe, CPA, and Chris Frederick, CPA, as they discuss the changes that are being implemented to many 401(k) plans as a result of the SECURE Act 2.0 passed by Congress at the end of 2022.
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NJ Tax & Investment Incentives: Technology and Life Sciences Edition
WilkinGuttenplan, Partner Chris Frederick, CPA and Manager Tim Torres, CPA, MACC, discuss a few of the programs run by New Jersey for emerging tech and life sciences companies that help foster and encourage growth and jobs in the state.
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Estate and Gift Tax Exemptions: Maximize the Benefit
Join Chris Frederick, CPA, and guest speakers Maureen Jasper, CPA MBA, and Brian Geissler, CPA, partners at WilkinGuttenplan, as they discuss the federal gift and estate tax exemptions, annual personal exemption amounts and help maximize the benefits.
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Why Was My Condominium Association / HOA Audited, and What Can I Learn From My Audited Financial Statements?
This month on The Balance Sheet Breakdown, Chris Frederick and Mike Mezzo- Partners at WilkinGuttenplan- discuss what an audit is and what the audited financial statements can tell Community Associations.
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Women Empowering Women
Women are playing a major role in the accounting field, and the impact they have had on the industry cannot be overstated. During this Women's History Month, we are honoring the women in our lives who have made a lasting impression and how they inspired the next generation to grow into leaders.
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What Does the 65-Day Rule Really Mean and Who Does It Apply To
Join WilkinGuttenplan's podcast host Chris Frederick as he connects with Maureen Jasper and Brian Geissler as they talk through the implications of trusts and estates electing the 65-day rule. The 65-day rule is an important tax election that estates and trusts can take advantage of in order to...
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What Developers Need To Know About PILOT Accounting
Join WilkinGuttenplan's podcast host Chris Frederick as he connects with Amanda Brady and Cara Gray about the New Jersey Payment in Lieu of Taxes (PILOT) program. They discuss the benefits developers see from the program while also discussing some potential unexpected accounting challenges. Our...
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Foreign Companies Expanding Into the United States
Chris Frederick sits with WG's International Tax Partner Darko Naumoski as they discuss the steps foreign companies need to take to expand to the United States, the hardships some companies may face, and the top questions companies ask while expanding into the United States.
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Understanding the Impact of the Changing Lease Standards
Join Chris Frederick and Rob Starink as they discuss how the changing lease standards could impact your financial reporting and covenant compliance.
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R&D Capitalization Rules
With the end of the calendar year quickly approaching consideration should be given to the tax impact of the current tax rules related to the deductibility of research and development costs as they could have a significant impact on taxable income and cash flow in the short term. Listen to our...
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ABOUT THIS SHOW
This podcast discusses audit, tax and advisory services with expert industry professionals within different industries.
HOSTED BY
WilkinGuttenplan
CATEGORIES
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Frequently Asked Questions
How many episodes does The Balance Sheet Breakdown have?
The Balance Sheet Breakdown currently has 36 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Balance Sheet Breakdown about?
This podcast discusses audit, tax and advisory services with expert industry professionals within different industries.
How often does The Balance Sheet Breakdown release new episodes?
The Balance Sheet Breakdown has 36 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Balance Sheet Breakdown?
You can listen to The Balance Sheet Breakdown on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Balance Sheet Breakdown?
The Balance Sheet Breakdown is created and hosted by WilkinGuttenplan.
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