Claim OwnershipFuture-Focused Advisory
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Future-Focused Advisory is the go-to podcast where seasoned accountants deliver high-impact financial insights and strategic guidance that empower business owners, professionals, and individuals to manage wealth and make confident decisions.
35 Episodes
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In this episode, we break down what plan sponsors need to know about employee benefit plan audits and year-round fiduciary best practices, including investment reviews, committee governance, monitoring service providers, cybersecurity, and avoiding common compliance pitfalls so plans stay strong and audit-ready.
In this episode, we break down recent tax changes, including the permanence of certain TCJA rules, the return of 100% bonus depreciation, Section 1202 expansion, SALT cap updates, and the estate tax exemption, and what they mean for long-term planning.
In this episode, Manager Juan Arana, CPA, joins host Chris Frederick, CPA, to explore how financial planning and analysis (FP&A) helps business owners boost revenue, cut costs, and drive profitability, plus how to build a successful strategy in your own business.
In part two of our M&A Essentials series, host Chris Frederick, CPA, and Shareholder Karen Artasanchez, CPA, MST, dive into the critical role of due diligence. It’s the make-or-break stage of any M&A deal—giving buyers the chance to verify information, uncover risks, and confirm value. For sellers, a well-prepared due diligence process builds trust, protects the sale price, and keeps the deal moving forward. Together, they break down how strategic due diligence creates clarity, confidence, and stronger outcomes for both sides of the transaction.
In part one, host Chris Frederick, CPA, and shareholder Karen Artasanchez, CPA, MST, explore what drives a company’s valuation, uncovering what investors and acquirers look for and how you can shape your business to increase its value.
Most business owners will eventually face the same question: what’s next? Our latest podcast episode with host Chris Frederick, CPA and guest Bill McDevitt, CPA, CVA dives into the essentials of business succession planning and how the right plan can protect what you’ve built.
In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testamentary planning, Christine breaks down the complex, making it practical, actionable, and easy to understand.Whether you’re advising clients or planning your legacy, this episode offers expert insights you won’t want to miss.*Please note that in the discussion about testamentary trusts, when revocable trusts are mentioned, that is a reference to provisions within a revocable trust that can create testamentary trusts. Revocable trusts are inter vivos trusts typically funded during the grantor’s lifetime, with additional transfers from the grantor’s estate sometimes occurring after the grantor’s death.*
Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential steps to protect your legacy and plan for the future.
Join host Chris Frederick and manager Juan Arana as they discuss the actions businesses can take now to ensure a strong finish to the 2024 year-end reporting and start to the new year. They share practical tips for businesses to stay proactive with their accounting and how to get ready for upcoming reporting deadlines.
Join host Chris Frederick and partner Darko Naumoski as they dive into the intricacies of U.S. tax residency, exploring how to effectively leverage available tax treaties to potentially lower withholding on foreign-sourced income.
Join host Chris Frederick and Karolis Matulis as they delve deep into the world of digital assets, shedding light on what they are, how they function in today's digital economy, and uncovering common tax pitfalls that are frequently overlooked.
Join host Chris Frederick and Principal June M. Toth as they break down the key financial statements to provide clear guidance on understanding their significance. Tune in to gain a comprehensive understanding of how these essential financial documents can inform strategic decisions and drive financial success.
Join host Chris Frederick as he engages in a discussion with state and local tax experts Meg Chesley and Jenna Sanfilippo about the evolving landscape of sales tax and examine the recent changes that have significantly increased the overall cost of compliance.
On this episode, host Chris Frederick sits down with state and local tax experts, Meg Chesley and Jenna Sanfilippo, to discuss the tax implications companies face as they hire and onboard remote employees.
Chris Frederick and Tom Hasard engage in a comprehensive discussion on the current IT security concerns for businesses and emerging threats. They will discuss the key components of an info system security plan, analyze recent updates and advancements in the marketplace, and overall, how to implement these strategies to safeguard your sensitive data and digital assets.
Host Chris Frederick and manager Juan Arana discuss the common challenges that start-ups may encounter when their financial reporting does not meet expectations as they grow. They explore the potential pitfalls that arise when seeking new investors or when applying for debt.
Join host Chris Frederick and manager Karolis Matulis in a conversation exploring what generative AI is, how it works, and its potential applications in the field of accounting.
Partner Vinay Navani, and host Chris Frederick, kick off Season 3 with an episode discussing the key obstacles businesses may face when looking to expand from India to the U.S., as well as the best practices to prepare for these challenges.
Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts.
Join partner Karen Artasanchez, and host Chris Frederick, on their informative and engaging four-part series discussing the profitability metrics of professional service firms. The final episode of the series focuses on the concept of leverage and provides insights on how to utilize this metric for the utmost success of your firm.
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