Claim OwnershipBusiness Owner's Guide: Tips, Trends, & Talks from a CPA
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© 2024 Business Owner's Guide: Tips, Trends, & Talks from a CPA
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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 five offices in the Chicago area and an office in Sarasota, employing more than 200 employees led by 31 partners. PKF Mueller offers a broad range of services for corporations, business owners, executives, and independent professionals.
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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, MSATax Directoreminnig@pkfmueller.com+1 312 975 1646 Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm. Follow us on Link...
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 PatelSenior Tax Associatenpatel@pkfmueller.comLearn more about PKF Mueller's State and Local Tax Services: https://www.pkfmueller.com/services/tax-services/state-local-taxThank YOU for listening! Visit www.pkfmueller.com f...
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, CPAAudit Partnerkbissell@pkfmueller.comLearn more about PKF Mueller's Governmental Services: https://www.pkfmueller.com/industries/governmentThank YOU for listening! Visit www.pkfmuel...
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, CPAAudit Partnerbsullivan@pkfmueller.comCatherine L. Kluczny, CPATax Partnerckluzny@pkfmueller.comBrennan Hollen...
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 i...
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, CPAClient Advisory Services Partnerkdaemicke@pkfmueller.comIvona Gal, CPAClient Advisory Services ManagerCertified Sage Intacct Accounting & Implementation...
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 KoehlerCEO & FounderKoehler Transatlantic Business Resultsmk@koehle...
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, MSATax Directoreminnig@pkfmueller.com+1 312 975 1646Learn more about our 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, CPAPartnerbsullivan@pkfmueller.com+1 847 649 8846 Drent J. Shields, CPA, MBA, CISA, CITPPartnerdshields@pkfmueller.com+1 847 649 8815 Learn more about PKF Mueller's Transaction...
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, CPAManagercbenson@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-taxThank YO...
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, CCIFPPartnerjbibeau@pkfmue...
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, MSATax Directoreminnig@pkfmueller.com+1 ...
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. Ni...
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, MSTManagerkschlup@pkfmueller.com+1 847 773 0761Dan Patterson, CPASenior C...
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, CFEAudit Directorjbream@pkfmueller.com+1 312 888 4630Tim Koehl, MBAAudit Supervisortkoehl@pkfmueller...
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, CPAAudit Partnerjfedus@pkfmueller.com+1 312 445 5882Tim Koehl, MBAAudit Supervisortkoehl@pkfmueller.com+ 847 649 8173Learn more about ou...
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 BensonTax Managercbenson@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-taxThank YOU for listening! Visit www.pkfmueller.com f...
In this podcast, we introduce you to business intelligence and the role of a Financial Performance Management (FPM) system, taking you through the struggles that finance departments often face and how LucaNet, a FPM solution, can help make sense of your financial data. Contact us:1707 N. Randall Road, Suite 200Elgin, IL 60123PH: +1 847 888 8600FAX: +1 847 888 0635pkfmuellerservices@pkfmueller.comLearn more about our Business Consulting and Business Intelligence services today at https://www.p...
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, CPAClient Advisory Services ManagerPKF Muellertschuck@pkfmueller.com+1 847 649 8814Eldon...
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, MSATax Directoreminnig@pkfmueller.com+1 312 975 1646Learn more about our State and Local Tax services today at: https://www.pkfmueller.com/services/tax-services/state-local-taxThank YOU for listening! Visit www.pkfmue...
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