The Balancing Act Podcast with SingerLewak

As National Volunteer Month ends; we're celebrating the spirit of giving back. In this episode, our host Mike Jones, CEO and Managing Partner of Resound, discusses the SL Cares program with guests Steve Giorgione, Jessica Hamilton, and Stephanie Gunderson. These dedicated team members from SingerLewak's Henderson/Las Vegas, NV office share their experiences with SL Cares and discuss variou...

As a member of the leadership team, you wield significant influence over your organization’s destiny. When it comes to complex IT undertakings like ERP upgrades, your decisions can tip the scales toward success or failure. Unfortunately, many of these projects fall short of their intended goals, leading to cautionary tales shared by CFOs and CEOs. But fear not! Our March Balancing Act Podcast feat...

Join us in this insightful episode as we sit down with our guests, Mike Mondelli, Director, and Ryan Nance, Manager, both from the Tax Department at SingerLewak. Together, they will unravel the crucial topics shaping this year's tax landscape. From key changes in tax laws to maximizing deductions, uncovering commonly overlooked tax breaks, and navigating the pandemic's impact on filings, t...

Episode 14 | How to Leave a Legacy: Understanding the Importance of Estate Planning  Alice Pearl from the Law Offices of Michael K. Lanning and Jessica Nadler, an SLBiggs Partner at SingerLewak, discuss the significance of estate planning. Estate planning helps to maximize one's legacy while minimizing taxes and maintaining peace among loved ones. They cover several topics, such as explaining...

Welcome to another episode of "The Balancing Act", where we explore life and long-term care insurance and what it is, and why businesses need it. With us are Lara Buitrago from SingerLewak Business Solutions Group and the Managing Director of Life/Long Term Care at BGA Insurance. We discuss popular types of life insurance, life insurance with savings, long-term care, and its potential le...

Episode 12 | Business Buzzcast: Business Success Through Relationship Management In this episode, Lara Buitrago, a Partner of SingerLewak's Business Solutions group, joins David Ackert, the CEO of Ackert Inc., for a dynamic conversation. David is not only the mastermind behind PipelinePlus, a powerful business development tool but also a seasoned executive coach with expertise in business deve...

Episode 11 of the Balancing Act podcast is finally here, and we're thrilled to share it with you! Join us in exploring the world of Professional Development alongside our incredible guests, Jeremy Dillard, Technical Standards Partner, and Emnet Saari, Senior Web Designer at Brand House Marketing. In today's fast-paced digital landscape, growing professionally is more important than ever. L...

Episode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner Join Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilities in guiding their organizations along the Cybersecurity Maturity continuum. This podcast is not intended to scare you about Cybersecurity, but rather t...

Episode 9: Better Leaders, Better Companies, Better Lives   A conversation with Xan Pearson, CEO & President of the Colorado Thought Leaders Forum and Ed Schenkein, Assurance & Advisory Partner at SingerLewak. An inquiry that reveals how leadership growth and development elevates individuals, teams, businesses, communities.   Questions or feedback? Reach out to Ed Schekein  eschenkein@sing...

Episode 8: What to Expect During an IRS Examination An overview of IRS examinations (IRS audits) where SingerLewak Partner Mark Cook and Director Mike Mondelli discuss the different IRS divisions, the different types of examinations, what the examination process is like, and how to respond when the IRS contacts you.  Questions or feedback? Reach out to Mike Mondelli:   mmondelli@singerlewak.com  o...

Episode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm. Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers a...

Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth.  Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbia...

Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso Trends in the global cybersecurity landscape How ISC2’s certification and education mission is improving our collective capabilities to combat cybercrime What's next in cyber defense? Share some good news - and what risks we should be worrying about Questions or feedback? Reach out to B...

Episode 4: Introduction to SingerLewak's International Practice In this episode you will learn: 1. What is the International Practice and its objectives? 2. What international services we provide here at SingerLewak? 3. Why should someone work with the International Practice? Questions or feedback? Reach out to Robin H. Park rpark@singerlewak.com⁠⁠ Visit our website:⁠⁠ https://singerlewak.com/...

Episode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce" ERP Project ahead? Want the best from your chosen vendors? Remember that these projects are a 2-way street. You want to be satisfied, and so do your vendors – particularly if you want to have them available to have you optimize their solution for years ahead. We interview 2...

Episode 2: Cybersecurity is an essential topic that business owners should be educating themselves about. Cyber-attacks have become increasingly common. We are constantly hearing about businesses from large profile companies to small companies or even organizations in the public sector like utility companies. The reality is that most cyber-attacks target small or mid-sized businesses because they...

Episode 1: Digital Transformation and the “Human” element: How to ensure your staff will adopt and champion the results from your next ERP or CRM project We are joined by Partner Bob Green who founded the SL Business Informatics division at SingerLewak and guest speaker Dr. Jeremy Lurey, Ph. D., expert at organizational change management and organizational development and serves as SL Business Inf...