Business Owner's Guide: Tips, Trends, & Talks from a CPA: Recent Episodes
PKF Mueller
PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practices. PKF Mueller is an award-winning full-service certified public accounting and business advisory firm serving clients both domestically and internationally. Since its 1968 founding, the Firm has significantly grown and currently serves clients from four offices in the Chicago area and an office in Sarasota, employing more than 200 employees led by 21 partners. PKF Mueller offers a broad range of services for corporations, business owners, executives, and independent professionals.
Join Ellen Minnig, Tax Director at PKF Mueller, for an in-depth interview on state income tax. In this episode, Ellen provides insight on reducing a business entity's state tax burden and additional state planning considerations.
Contact one of our PKF Mueller professionals today to learn more:
Ellen Minnig, J.D., LLM Taxation, MSA
Tax Director
eminnig@pkfmueller.com
+1 312 975 1646
Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
Follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube!
PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.
Join PKF Mueller Senior Tax Associate, Neel Patel, as he discusses Pass-Through Entity (PTE) tax. In this episode, he describes why pass-through entity tax should be considered and tips to keep in mind when making the election.
For more information, please contact:
Neel Patel
Senior Tax Associate
npatel@pkfmueller.com
Learn more about PKF Mueller's State and Local Tax Services: https://www.pkfmueller.com/services/tax-services/state-local-tax
Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
Follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube!
PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.
Join PKF Mueller Partner, Kevin J. Bissell, as he discusses accounting in the governmental industry. In this episode, he describes trends and challenges governmental entities are facing and PKF Mueller's involvement in the governmental industry.
For more information, please contact:
Kevin J. Bissell, CPA
Audit Partner
kbissell@pkfmueller.com
Learn more about PKF Mueller's Governmental Services: https://www.pkfmueller.com/industries/government
Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
Follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube!
PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.
Join PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, along with Wealth Advisor Brennan Hollenbeck, as they discuss creating the optimal team when looking to sell your business. In this episode, they describe what the optimal team looks like, the tax implications to focus on, and the importance of a financial plan.
For more information, please contact:
Brian P. Sullivan, CPA
Audit Partner
bsullivan@pkfmueller.com
Catherine L. Kluczny, CPA
Tax Partner
ckluzny@pkfmueller.com
Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor
bhollenbeck@muellersolutions.com
Learn more about PKF Mueller's Transaction: https://www.pkfmueller.com/services/business-consulting/transaction-services
You’ve probably heard the popular phrase, “when life gives you lemons, make lemonade.” It means to take a negative situation and turn it into a positive one.
In the case of a down market, turn paper losses (lemons) and net them against capital gains to keep more money in your pocket (lemonade).
Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Wealth Advisor, Sal DiTusa, MBA, CEPA, as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks.
For more information, visit www.pkfmueller.com or contact one of our qualified advisors:
Jeffrey A. Delheimer, CPA
President
jdelheimer@pkfmueller.com
+1 312 346 2347
Sal DiTusa, MBA, CEPA
Wealth Advisor
sditusa@muellersolutions.com
+1 847 717 8302
Join Ken Daemicke and Ivona Gal, as they introduce Sage Intacct a Financial Performance Management (FPM) software. In this episode, they discuss how Sage Intacct improves company performance and finance productivity by knocking down barriers with information, insights, and tools.
For more information, please contact:
Kenneth G. Daemicke, CPA
Client Advisory Services Partner
kdaemicke@pkfmueller.com
Ivona Gal, CPA
Client Advisory Services Manager
Certified Sage Intacct Accounting & Implementation Specialist
igal@pkfmueller.com
Learn more about PKF Mueller's Sage Intacct Services: https://www.pkfmueller.com/services/client-advisory-services/certified-sage-intacct-partner
Join Matthias Koehler, member of our International Alliance from Koehler Transatlantic Business Results, for a discussion on global expansion for German-speaking companies. In this episode, Matthias provides insight into how Koehler Transatlantic Business Results can help German-speaking firms enter the U.S. market or expand further into the U.S. market.
Contact our German-American professional today to learn more:
Matthias Koehler
CEO & Founder
Koehler Transatlantic Business Results
mk@koehler-transatlantic.com
Learn more about our German-American services today at:
https://www.pkfmueller.com/services/international/germany
Join Ellen Minnig, Tax Director at PKF Mueller, for an in-depth interview on how the Wayfair decision changed the income tax landscape for businesses. In this episode, Ellen provides insight on state income tax nexus limitations, how to apply constitutional principles, and ways to minimize risk.
Contact our State & Local Tax professional today to learn more:
Ellen Minnig, J.D., LLM Taxation, MSA
Tax Director
eminnig@pkfmueller.com
+1 312 975 1646
Learn more about our State& Local Tax services today at
https://www.pkfmueller.com/services/tax-services/state-local-tax
Join PKF Mueller Partners, Brian P. Sullivan and Drent J. Shields, for insight into what risks companies might face during M&A deals, how to mitigate those risks during these transactions, and the current trends we see in mid-market M&A deals.
For more information, please contact:
Brian P. Sullivan, CPA
Partner
bsullivan@pkfmueller.com
+1 847 649 8846
Drent J. Shields, CPA, MBA, CISA, CITP
Partner
dshields@pkfmueller.com
+1 847 649 8815
Learn more about PKF Mueller's Transaction Services: https://www.pkfmueller.com/services/business-consulting/transaction-services
Join PKF Mueller Manager, Chris Benson, for an in-depth interview on apportionment and sourcing. In this episode, he provides insights on what apportionment is, methods used to source revenue, and red flags to look out for.
Contact our State & Local Tax professional today to learn more:
Chris Benson, CPA
Manager
cbenson@pkfmueller.com
+1 630 524 5267
Learn more about our State& Local Tax services today at https://www.pkfmueller.com/services/tax-services/state-local-tax
Join John Bibeau, Partner, and Patrick Conwell, Director, for an in-depth interview on accounting in the construction industry in today's COVID environment. In this episode, they provide insights on the Employee Retention Credit related to the construction industry and the impact of COVID on leases, supply chain, accounts receivables, contract clauses, and WIP schedules.
Contact one of our PKF Mueller professionals today to learn more:
John A. Bibeau, CPA, CGMA, CCIFP
Partner
jbibeau@pkfmueller.com
+1 708 428 5308
Patrick J. Conwell, CPA, CCIFP
Audit Director
pconwell@pkfmueller.com
+1 708 745 3522
Learn more about our Construction services today at https://www.pkfmueller.com/industries/construction
Join Ellen Minnig, Tax Director at PKF Mueller, for an in-depth interview on primary considerations when determining taxability for a merger and acquisition (M&A) transaction. In this episode, Ellen provides insight on primary tax considerations, common challenges and tax consequences, and general benefits and detriments of M&A transactions.
Contact one of our PKF Mueller professionals today to learn more:
Ellen Minnig, J.D., LLM Taxation, MSA
Tax Director
eminnig@pkfmueller.com
+1 312 975 1646
Join David J. Nissen, CEO at PKF Mueller, for an in-depth overview of Business Valuations. With over 40 years of experience under his belt, Dave explains the importance of business valuations, especially for closely-held businesses, and the standards that make up business valuations today.
“That number (valuation) to me”, said Nissen, “is part of the scorecard that you need to be successful.” So, are you keeping score?
Contact one of our PKF Mueller professionals today to learn more:
David J. Nissen, CPA/CVA, ABV
CEO
dnissen@pkfmueller.com
+1 630 524 5274
Join Kurt Schlup, Manager, and Dan Patterson, Senior Client Advisory Services Associate at PKF Mueller, for an in-depth interview on the Employee Retention Credit (ERC). In this episode, they provide insight into what the ERC is, what the maximum benefits are, the qualifications for eligibility, and the next steps if you are interested in receiving the ERC benefits.
Contact our professionals today:
Kurt Schlup, CPA, MST
Manager
kschlup@pkfmueller.com
+1 847 773 0761
Dan Patterson, CPA
Senior Client Advisory Services Associate
dpatterson@pkfmueller.com
+ 1 847 783 1917
Learn more about our Client Advisory Service Department Here:
https://www.pkfmueller.com/services/client-advisory-services
Join Joshua Bream, Audit Director, and Tim Koehl, Audit Supervisor at PKF Mueller, for an in-depth interview on accounting in the Not-For-Profit industry. In this episode, they provide insight on trends and challenges not-for-profit organizations are facing and PKF Mueller's approach to assisting clients during post-COVID times.
Contact our professionals today:
Joshua Bream, MBA, MSA, CPA, CFE
Audit Director
jbream@pkfmueller.com
+1 312 888 4630
Tim Koehl, MBA
Audit Supervisor
tkoehl@pkfmueller.com
+ 847 649 8173
Learn more about our Not-For-Profit Niche today at: https://www.pkfmueller.com/industries/not-for-profit
Join John Fedus, Audit Partner, and Tim Koehl, Audit Supervisor at PKF Mueller, for an in-depth interview on PKF Mueller's Not-For-Profit Niche. In this episode, they provide insight on who makes up the Not-For-Profit Leadership Team, what services they provide, and their involvement in the Not-For-Profit industry.
Contact our professionals today:
John Fedus, CPA
Audit Partner
jfedus@pkfmueller.com
+1 312 445 5882
Tim Koehl, MBA
Audit Supervisor
tkoehl@pkfmueller.com
+ 847 649 8173
Learn more about our Not-For-Profit Niche today at: https://www.pkfmueller.com/industries/not-for-profit
Join Chris Benson, Tax Manager at PKF Mueller, for an in-depth interview on Pass-Through Entity Tax (PTET). In this episode, Chris provides insight on what PTET is, why a PTET election is made, and next steps for a business owner.
Contact our professional today:
Chris Benson
Tax Manager
cbenson@pkfmueller.com
+1 630 524 5267
Learn more about our State and Local Tax services today at: https://www.pkfmueller.com/services/tax-services/state-local-tax
Join Danielle Roberts, Consulting Services Director at PKF Mueller, for an introduction to business intelligence and the role of a Financial Performance Management (FPM) system. In this episode, Danielle takes us through the struggles that finance departments often face and how LucaNet, a FPM solution, can help make sense of your financial data.
Get in contact with our consulting professional today:
Danielle Roberts, CPA, MSAF
droberts@pkfmueller.com
+1 847 649 8848
Learn more about our Business Consulting and Business Intelligence services today at https://www.pkfmueller.com/services/business-consulting/business-intelligence-solutions.
Join Taylor Schuck, Client Advisory Services Manager at PKF Mueller, and Eldon Brown, Chief Executive Officer at Broadleaf, for an in-depth interview on accounting in the cannabis industry and the Broadleaf solution. In this episode, Taylor and Eldon provide insights on the challenges faced and the benefits/value of utilizing Broadleaf as software.
Get in contact with our professionals today:
Taylor Schuck, CPA
Client Advisory Services Manager
PKF Mueller
tschuck@pkfmueller.com
+1 847 649 8814
Eldon Brown
Chief Executive Officer
Broadleaf
eldon@broadleafcanabis.com
+1 847 466 6022
Learn more about our Cannabis services today at: https://www.pkfmueller.com/industries/cannabis
Join Ellen Minnig, Tax Director at PKF Mueller, for an in-depth interview on the taxation of digital goods. In this episode, Ellen provides insight on what digital goods are, key takeaways, and what to expect next.
Contact our professional today:
Ellen Minnig, J.D., LLM Taxation, MSA
Tax Director
eminnig@pkfmueller.com
+1 312 975 1646
Learn more about our State and Local Tax services today at: https://www.pkfmueller.com/services/tax-services/state-local-tax
Join Taylor Schuck, Client Advisory Services Manager at PKF Mueller, for an in-depth interview on the cannabis industry and the role of accountancy. In this episode, Taylor provides insight on how the Firm first got involved in the cannabis industry, changes in the industry, and key takeaways for emerging or established cannabis-related firms.
Get in contact with our Cannabis professional today:
Taylor Schuck, CPA
Client Advisory Services Manager
Team-Lead Cannabis Accounting Group
tschuck@pkfmueller.com
+1 847 649 8814
Learn more about our Cannabis services today at: https://www.pkfmueller.com/industries/cannabis
Join Ferdi Alfajora, Tax Consultant at PKF Mueller, for an in-depth interview of State and Local Tax (SALT). In this episode, Ferdi provides a general overview of SALT, common concerns and the key takeaways for business owners.
Get in contact with our SALT professional today:
Ferdi Alfajora, J.D.
Tax Consultant
falfajora@pkfmueller.com
+1 847 773 0762
Learn more about our SALT services today at https://www.pkfmueller.com/services/tax-services/state-local-tax
Join Alex Krog, C.P.A., and James Hare III, M.A.S., C.P.A., Directors at PKF Mueller, for an in-depth interview of Employee Benefit Plan Audits (EBPA). In this episode, our experts discuss the process, accompanying fiduciary responsibilities, common errors in Benefit Plans, and the key takeaways for business owners and plan sponsors who need a Benefit Plan audit.
Get in contact with our professionals today:
Alex Krog, CPA
Director
akrog@pkfmueller.com
+1 847 717 8301
James Hare III, M.A.S., CPA
Director
jahare@pkfmueller.com
+1 847 649 8831
Learn more about our EBPA services today at https://www.pkfmueller.com/services/audit-assurance/employee-benefit-plan
Join Scott Simpson, International Tax Director, for an in-depth interview of what you need to know about transfer pricing, such as what a transfer pricing study is, who needs a transfer pricing study, and the benefits of having a transfer pricing study done.
Get in contact with our Transfer Pricing professional today:
Scott Simpson, MST, CPA
International Tax Director
ssimpson@pkfmueller.com
+1 773-756-5097
Learn more about our Transfer Pricings services today at https://www.pkfmueller.com/services/tax-services/transfer-pricing-3
Join Drent J. Shields, CPA, MBA, CISA, CITP, Audit Partner, and Kyle Wehrli, CPA, CISA, CTP, Audit Manager, of PKF Mueller's Risk & Controls team for an in-depth interview of SOC reporting, best practices to help companies, such as cloud-based SaaS providers, choose their SOC auditor, and the Firm's unique and client-centric approach to SOC audits.
Get in contact with our SOC professionals today:
Drent J. Shields, CPA, MBA, CISA, CITP
Audit Partner
dshields@pkfmueller.com
+1 847 649 8815
Kyle Wehrli, CPA, CISA, CTP
Audit Manager
kwehrli@pkfmueller.com
+1 815 274 1655
Learn more about our SOC services today at https://www.pkfmueller.com/services/risk-controls/system-organization-controls-soc
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