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All Episodes

Q&A Over Coffee — 55 episodes

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Title
1

#48: Estate Planning: Revocable Living Trusts With Zach Wiegand

2

#47: New Minnesota Tax Law Changes with Matt Klein and Zach Deo

3

#46: The One Big Beautiful Bill Act: Lessons Learned with Charlie Sparks and Zach Deo

4

#45: Transaction Advisory & Quality of Earnings with Tony Oman and Brett Olsen

5

#44: Year-End Tax Planning with Charlie Sparks and Tom Pesch

6

#43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown

7

#42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman

8

#41: Busting Tax Myths with Lance Nieland and Tom Pesch

9

#40: Internal Controls with Michael Feriancek and Daniel Owens

10

#39: Trust and Estates with Adam Thielen and Andrew Knewtson

11

#38: Managing your Not For Profit During Uncertainty with Pat Powers and Dan Owens

12

#37: The One Big Beautiful Bill Has Passed - Now What?

13

#36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks

14

Flights: Fraud pt. 4: Inventory and Asset Fraud

15

Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes

16

Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen

17

Flights: Fraud 101 with Andrea Addo and Adam Hennen

18

#35: Roundtable: Managing Your Business Through Economic Uncertainty

19

#34: State Tax Residency with Zach Deo and Nikki Bocock

20

#13: Tax Planning Strategies for the Next Year with Charlie Sparks

21

#33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski

22

#32: Employee Retention with Vanessa Foy

23

#31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer

24

#30: My Accountant is Retiring with Magen Koepp

25

#29: Process Improvement with Dustin Hostetler

26

#28: Selecting Your ERP Software with Dick Krocak

27

#27: Payroll Tax Issues with Jilayne Leary and Zach Deo

28

#26: Working Effectively With Your CPA with Pat Powers

29

#25: Strategic Business Planning with Pat Hall

30

#24 ERISA with Magen Koepp and Carrie Sundberg

31

#23: Assessing Financial Well Being for Businesses with Julie Walker

32

#22: Cash is King with Daniel Batten

33

#21: Common Tax Season Scams with Lisa Dunnigan & Mike Breza

34

#20: Legislative Changes for CPAs with Geno Fragnito

35

#19: Roundtable: Readying Your Business for Sale

36

#18: Passthrough Entitiy Tax with Zach Deo

37

#17: Beneficial Ownership Information with Randy Sparling

38

#16: Employee Retention Credit (ERC) with Magen Koepp

39

#15: Choosing The Right Accounting Software with Steve Iverson & Becky Halvorson

40

#14: Minnesota Employment Law Changes with Natolie Hochhausen

41

Manufacturing Special pt. 2: The State of Manufacturing Survey Results with Bob Kill

42

Manufacturing Special pt. 1: Olsen Thielen LIVE at The State of Manufacturing

43

#12: Cyber Security Scorecard: Know your Risks

44

#11: Roundtable: Reviewing Financial Statements

45

#10: How Much is My Business Worth? With Tony Oman

46

#09: Real Estate Investments with Greg Nelson

47

#08: Understanding Your 990s with Ryan Vettrus

48

#07: Trusts and Estates with Zach Wiegand

49

#06: SECURE Act 2.0: What it Means for Your Retirement with Blake Faust

50

#05: Mergers & Acquisitions with Byron Wieberdink

51

#04: Company Structure with Scott Hoyles

52

#03: I Want Out: Planning Your Exit with Randy Krivo

53

#02: Accelerated Depreciation with Zach Deo

54

#01: Managing Your Business Through Uncertainty with Doug Loon

55

Welcome to Q&A Over Coffee Season 2