The Balancing Act Podcast with SingerLewak

In this episode of SingerLewak’s Balancing Act , we explore AI data readiness and what it takes to move from hype to real business impact. Bob Green, Laura Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance. The key takeaway: AI is on...

Artificial intelligence is accelerating a new cybersecurity arms race, with attackers launching more sophisticated, scalable attacks and organizations racing to keep up with AI-enabled defenses. In this episode of The Balancing Act , Bob Green, SL Business Informatics Practice Leader, is joined by Eric Rockwell, Cybersecurity Advisory, and Jeff Gulick, Senior Security Consultant, to discuss how AI...

Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act , host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 10...

Major tax changes are here for the 2025 filing season. In this episode of The Balancing Act , Mike Mondelli and Ryan Nance break down key provisions from the One Big Beautiful Bill Act—including no tax on tips , no tax on overtime , new car loan interest rules, the enhanced senior deduction, and the new Schedule 1A. If you want to understand how these changes could impact your return and avoid com...

In this episode of The Balancing Act Podcast, Mike Mondelli, Director in SingerLewak’s Tax Advisory Group , sits down with Harriet Oberman, Tax Partner at SingerLewak , and Susan Schroeder, Partner at Compensation Advisory Partners , for a clear and practical discussion on executive compensation strategy. They explore how organizations can design compensation programs that support long‑term growth...

In this episode of  The Balancing Act  podcast, the SingerLewak team breaks down what business owners need to know about leveraging the federal R&D Tax Credit in 2026. Host Mike Mondelli is joined by Eric Lake, Tax Partner, Cecilia Sanudo, Audit & Assurance Director, and Lydia Clowney, Tax Director for a discussion on how companies can identify qualifying activities, navigate recent legisl...

The international trade landscape has shifted dramatically under the Trump administration’s tariff policies. In this episode, Robin Park, Partner and International Practice Leader at SingerLewak, is joined by David Harlow, President of ITC Diligence International, and Daniel Sheinfeld, Supervising Senior at SingerLewak, to break down the latest updates on the tariff regime. They explore: Changes i...

Provision Approved | Episode 1 of this International Series In this kickoff episode of our international series, Robin Park and Stephen Bolt dive into the One Big Beautiful Bill Act, unpacking its tax provisions and exploring how they reshape business strategy, government planning, and international tax policy. Key Takeaways: What’s approved and what’s still evolving How businesses and governments...

Brad Bingenheimer and Orlando Torres unpack the complex challenges facing state and local governments in issuing timely financial statements. Drawing on recent findings from the GFOA and AICPA/NASACT, they explore the root causes of reporting delays—from staffing shortages and outdated policies to limited public interest and technical expertise. Listeners will gain practical strategies for improvi...

In this episode of The Balancing Act, we explore how collaboration between audit and tax transforms client service from routine compliance into strategic partnership. Kathy Lawson, Christopher Stone, and Jon Schubert bring decades of experience to the table, sharing stories that highlight the real meaning of A&A—Assurance and Advisory—and why it’s much more than just “audit.” From building lon...

In this episode, we dive into how strong communication can transform the audit experience. Join Rob Schlener, Audit Partner and Practice Leader, and Cecilia Sanudo, Audit Director, as they explore the power of clear expectations, consistent check-ins, and open dialogue throughout the audit process. Whether you're preparing for your first audit or looking to streamline your current approach, th...

We’re joined by Sheila Balzer, Audit Partner and Leader of the Credit Union Client Service Group, Adrian Hyatt-Ward, President and CEO of Hyatt-Ward Advertising who works with credit unions across the country, and Pam Easley, an executive management consultant with decades of experience in credit union leadership. This episode explores the challenges and opportunities credit unions are facing in t...

In this episode of The Balancing Act Podcast, join SL Not-for-Profit Organizations and Business Solutions Group as they delve into the three most common challenges faced during not-for-profit audits. Gain insights from both the auditor and auditee perspectives on: Proper recording of grants and contributions Managing the Statement of Functional Expenses Tackling the Net Assets With Donor Restricti...

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 opportunities in managing multi-employer benefit plans, regulatory compliance, and consultative services. Discover how our Honolulu office specializes in handling audit...

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-for-profit tax prep. Our experts delve into the unique challenges not-for-profits face during tax season, share real-life examples of successful tax navigat...

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 the construction industry, and Stephanie Gunderson, a Partner with a diverse background in corporate and public tax accounting. Join us as Mike Mon...

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 Service Group, and Jason Borkes, a Tax Partner. Join us as Mike Mondelli facilitates this informative discussion. Tune in to learn about essential st...

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 taxpayer remediation. They are joined by Robin Park, International Practice Leader, for an in-depth discussion on the processes and importance of tax remedia...

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. Transfer pricing refers to the rules and methods for pricing transactions between related companies, such as subsidiaries of a multinational corporation. It e...

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 Suzie Doran, Audit Partner, share their invaluable insights and best practices on navigating the complex landscape of cross-border M&A. Tune in to learn...

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 to a fully remote model, the evolution of virtual training, and the importance of building strong relationships in a geographically dispersed work environm...

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 uncover the best that Oregon has to offer. From the rugged beauty of Fort Stevens State Park to the vibrant Salem Art Fair, and from thrilling ou...

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 favorite destinations, including the lively beaches and boardwalk of Santa Cruz, serene train rides through the majestic Redwood Forest, and scenic...

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 summer adventures. Whether you live in the area, are planning a trip, or need a sign to visit these areas, consider this your road m...

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 Contract Management Association chapter, and an experienced instructor, who shares his knowledge about government contracting. Bill and Andrea address the uni...