The Balancing Act Podcast with SingerLewak

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, retain top talent, and align leadership with company values. The conversation covers topics such as phantom equity, long‑term cash incentives, governance considerations, pay transparency, and how compensation plans are handled during ownership changes or succession events.This episode is ideal for leaders in private companies, family‑owned businesses, and nonprofits looking to build or refine effective executive compensation structures.🔗Building Blocks for Business Success Series: Building Blocks for Business Success🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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 legislative changes, and maximize available tax benefits. The conversation covers the fundamentals of the U.S. Federal R&D Tax Credit, including the four-part test, eligible expense categories, and common misconceptions about who qualifies. The team also addresses how the Tax Cuts and Jobs Act, the OB3 legislation, and the new §174A rules affect expensing, capitalization, and year‑end planning for both small businesses and established companies.Listeners will learn: What types of activities and expenses typically qualify for the R&D creditHow recent legislation impacts the treatment of research and experimental expensesWhat small businesses should know about immediate expensing and refund opportunitiesThe importance of early-year planning and documentationWhen it makes sense to pursue an R&D study and what partners should look for as indicators

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 in U.S. tariff rates and exemptionsThe impact of stacking duties on global supply chainsStrategic solutions like Foreign Trade Zones and bonded warehousesHow businesses can adapt through cost-benefit analysis and advocacy effortsIf your company imports, exports, or manufactures internationally, this discussion offers actionable insights to help you navigate today’s complex trade environment.🔗 Learn more about our International Services: ⁠https://singerlewak.com/quarter-4-singerlewak-international-tax/⁠🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

Provision Approved | Episode 1 of this International SeriesIn 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 can prepareWhy international context mattersFrom the elimination of a key GILTI offset to the broader implications for U.S. shareholders, this episode offers a clear, insightful look at how global perspectives intersect with domestic tax reform.🔗 Learn more about our International Services: https://singerlewak.com/quarter-4-singerlewak-international-tax/🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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 improving reporting timelines, including leveraging estimates, reassessing materiality, streamlining year-end close, and preparing for audits more effectively. Whether you're a government finance professional, auditor, or elected official, this episode offers actionable guidance to help you navigate the evolving landscape of public sector financial reporting.🔗 Explore more from our Audit Insights Series: ⁠⁠⁠⁠⁠⁠⁠⁠Quarter 3 Theme - SingerLewak⁠⁠🔗Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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 long-term client relationships to solving complex challenges like succession planning and ERP conversions, the team reveals how SingerLewak’s depth of services and unified culture create lasting impact. You’ll hear about the “secret sauce” that keeps clients with the firm for decades, and how a forward-looking mindset helps businesses grow and evolve.🔗 Explore more from our Audit Insights Series: ⁠⁠⁠⁠⁠Quarter 3 Theme - SingerLewak⁠🔗Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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, this conversation offers practical insights to make audits smoother and more collaborative.🔗 Explore more from our Audit Insights Series: ⁠⁠Quarter 3 Theme - SingerLewak🔗Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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 today’s environment. Our expert panel discusses how CECL models are being used not just for compliance, but as strategic tools to guide lending decisions and manage risk. The conversation also covers the rise in fraud—including check fraud, card fraud, and account takeovers—and how credit unions can support their members through education and strong internal controls.We also examine the role of artificial intelligence, the growing importance of cybersecurity, and how vendor management is evolving. Throughout the episode, we highlight how credit unions can stay true to their mission of “people helping people” while adapting to new technologies and economic pressures.🔗 Explore more from our Audit Insights Series: ⁠https://lnkd.in/gSGqXZaD⁠🔗Follow us on LinkedIn for updates: ⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

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 contributionsManaging the Statement of Functional ExpensesTackling the Net Assets With Donor Restrictions scheduleDiscover how to avoid common oversights, leverage accounting technology, and strengthen your organization’s audit readiness. 🔗 Explore more from our Audit Insights Series: https://lnkd.in/gSGqXZaD🔗Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠🔗Subscribe to our YouTube channel: ⁠⁠www.youtube.com/@SingerLewak⁠Please Note: SL Not-for-Profit services are offered nationwide, not just in California.

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 audits for 401(k) plans, pension plans, health and welfare plans, vacation and holiday plans, and training plans. Learn about the meticulous attention to detail required for these multi-employer benefit plans, often part of collective bargaining agreements, and how we ensure compliance and accuracy.For more information about SingerLewak Pension and Benefit Plans, please visit: ⁠https://singerlewak.com/quarter-2-audit-part-1/⁠Follow us on LinkedIn for updates: ⁠https://www.linkedin.com/company/singerlewak-llp/⁠Subscribe to our podcast on Spotify or Apple Podcasts: ⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠Subscribe to our YouTube channel: ⁠www.youtube.com/@SingerLewak⁠

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 navigation, and emphasize the importance of cybersecurity in tax preparation. Whether you're a finance professional in a not-for-profit organization or simply interested in learning more about tax compliance, this episode is packed with valuable information to help you stay informed and proactive.For more info on tax preparation, visit https://singerlewak.com/tax-advisory/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

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 Mondelli facilitates this informative discussion.Tune in to learn about essential steps for tax preparation, unique industry challenges, and the importance of accurate record-keeping. Don and Stephanie will also share valuable strategies and highlight the resources they provide to ensure a smooth and efficient tax season.For more info on tax preparation, visit https://singerlewak.com/tax-advisory/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxservice Subscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseason Subscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

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 steps for tax preparation, commonly available deductions and credits, and a comprehensive checklist for gathering necessary documents. Shannon and Jason will also introduce the Tax Team and highlight the resources they provide to ensure a smooth and efficient tax season.For more info on tax preparation, visit https://singerlewak.com/tax-advisory/Follow us on LinkedIn for updates: https://www.linkedin.com/company/yourtaxserviceSubscribe to our podcast on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/navigatingtaxseasonSubscribe to our YouTube channel: https://www.youtube.com/channel/yourtaxservice

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 remediation. Stephen, Daniel, and Robin will explore various aspects of tax remediation, including the assessment of penalties and interest by the IRS, and the significance of statutes of limitation. They will also recap previous episodes on cross-border M&A transactions and transfer pricing, providing a comprehensive understanding of international tax issues. Tune in to gain valuable insights into how businesses can rectify past non-compliance with tax laws and ensure ongoing compliance in both U.S. and foreign markets. This episode is a must-listen for anyone involved in international business and taxation. For more info on international tax, visit https://singerlewak.com/international-business-insights/ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 ensures that these transactions are conducted at arm's length, meaning they are priced as if the companies were unrelated. Together, Amit and Robin discuss the importance of transfer pricing for transactions between related companies. They cover key concepts like the arm's length principle, OECD guidelines, and compliance with global regulations, particularly in the U.S. and India. Join us as we explore how transfer pricing ensures fair transactions, addresses tax revenue concerns, and helps businesses navigate international tax laws. For more info on international tax, visit https://singerlewak.com/international-business-insights/ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 about the lifecycle of a cross-border M&A deal, the impact of COVID-19 on transactions, financial and tax due diligence, post-acquisition integration, and much more. For more info on international tax, visit ⁠International Business Insights | SingerLewak Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 environment. The conversation delves into the future of remote work, offering insights into how SingerLewak is capitalizing on remote collaboration to optimize productivity, foster growth, and expand networks across the firm. Tune in for an inside look at how SingerLewak navigates remote work and what's ahead for the future of the firm! For career information at SingerLewak, visit https://singerlewak.com/sllife/ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 outdoor adventures like white water rafting to the charm of local breweries and wineries, this episode is packed with insider tips and must-see attractions. Whether you're a resident or planning your next vacation, this final stop in Oregon will leave you inspired to explore the natural wonders and cultural treasures of the Pacific Northwest. Visit our website: ⁠⁠⁠ SingerLewak Oregon | Salem | Albany | SingerLewak Follow us on LinkedIn for updates: ⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 hiking trails in local parks. They also discuss the joys of spending time in a gated community near Yosemite, the beautiful beaches of San Mateo and Half Moon Bay, family-friendly activities at Lemos Farm, and the local brewing scene. Tune in for an engaging and informative conversation with tips for your next Northern California adventure. Visit our website: ⁠⁠https://singerlewak.com/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠⁠ Subscribe to our YouTube channel: ⁠⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw

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 map! Our first stop is the stunning state of Colorado! Today, we're joined by Colorado partners: Eric Lake, Gary Rand and Sheila Balzer. Get ready to discover the hidden gems and must-visit spots that make Colorado the perfect summer escape! Visit our website: ⁠https://singerlewak.com/⁠ Follow us on LinkedIn for updates: ⁠https://www.linkedin.com/company/singerlewak-llp/⁠ Subscribe to The Balancing Act on Spotify or Apple Podcasts: ⁠https://podcasters.spotify.com/pod/show/thebalancingact⁠ Subscribe to our YouTube channel: ⁠https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw