Q&A Over Coffee

著者： Olsen Thielen CPAs & Advisors
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  • Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.
    All rights reserved
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  • #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer

    #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer
    2024/08/21
    With the upcoming sunset of the Tax Cuts and Jobs Act, a piece of legilation that was signed into law in 2017, many tax payers are curious as to what they could expect for next year. To help clarify the situation, our Tax Principals, Scott Hoyles and Joe Mayer, will provide background information and offer guidance on how to prepare as we head into a new election cycle. While there are many uncertainties, it's clear that several business entities and individuals will be impacted more significantly than others. Scott and Joe will share recommendations for those in different circumstances and serve as valuable resources as we approach this transition.
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    33 分
  • #30: My Accountant is Retiring with Magen Koepp

    #30: My Accountant is Retiring with Magen Koepp
    2024/07/31
    In the latest episode of Q&A Over Coffee, our host, Adam Hennen, is joined by Magen Koepp, Principal of Audit and ERISA. They discuss a pressing issue: 70% of current CPAs are expected to retire in the next decade. What should we do to prepare? Magen and Adam guide us through the process, from managing transition periods to transferring administrative responsibilities. Organizations with in-house accountants need to be aware of this shift. One popular solution is hiring a “Fractional CFO,” which is ideal for small businesses that require CFO services only part of the year. Additionally, Magen and Adam offer insights on finding the right accountant by matching your needs to their expertise. They delve into proactive planning strategies to address the inevitable retirement of your CPA.
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    34 分
  • #29: Process Improvement with Dustin Hostetler

    #29: Process Improvement with Dustin Hostetler
    2024/07/30
    In the latest episode of Q&A Over Coffee, we set up our guest, Dustin Hostetler, remotely from Florida where he runs his consulting service Transformity Solutions. On our call, Dustin gives us the ins and outs of how he and his business help CPAs, Manufacturers, and other industries analyze and improve processes. Dustin explains how important it is for businesses to continue improving and keep up with the ever-changing landscape in process improvement technology.
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    35 分

あらすじ・解説

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.
All rights reserved
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