Withum Sounding Board
66 episodes - English - Latest episode: about 2 months ago -A podcast sharing powerful business tips, insights and trends for those seeking to become a rock star in their industry.
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Episodes
The Benefits of a Cost Segregation Study
May 23, 2024 18:00 - 14 minutes - 9.95 MBJoin Lena Combs and Martin Harski, Principal and Group Leader of the Cost Segregation team as they dive into an invaluable tax savings tool known as a cost segregation study. Learn how these studies are used to increase cash flow, accelerate depreciation deductions, and defer federal and state income taxes.
How AI Is Transforming Finance and Accounting
February 01, 2024 17:00 - 22 minutes - 15.4 MBColleen Fay, tax partner at Withum, was invited to participate in a recent PEI Spotlight podcast, where she shared invaluable insights on the profound impact of artificial intelligence in finance. Tune in to listen how Colleen leverages AI to elevate productivity, precision, and strategic decision-making in the realm of alternative investments.
Part 5: Year in Review
January 05, 2024 18:00 - 18 minutes - 12.5 MBIn episode 5 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney reflect on what they have each seen over the past year and their predictions for next year. They also discuss deal volume and if it is going to change, go away, or continue at the pace we've seen it happening.
AI’s Rapidly Evolving Landscape and Its Ability to Impact the Hospitality Industry
December 20, 2023 02:00 - 27 minutes - 19 MBArtificial intelligence is all the rage right now in business. In this episode, Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader, Digital Workplace Solutions, discuss how AI has erupted onto the scene in many industries and how this advancement in technology can be applied in ways to benefit the hospitality industry.
Part 4: Diving Deeper Into EBITDA and the Financial Aspects of the Deal
December 05, 2023 17:00 - 16 minutes - 11.5 MBIn episode 4 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney take a deeper look into the financial aspects of a deal. take a deeper look into the financial aspects of a deal. Some discussion points include preparing your practice for a transaction and what to expect while going through the process.
Is It Time for Your Union To Explore 3rd Party Accounting?
November 21, 2023 01:00 - 33 minutes - 23.3 MBWithum’s Jason Edwards joins the Union Ledger podcast to discuss all things 3rd party accounting. Tune in to hear about the benefits of 3rd party accounting experienced by our clients including increased efficiency, improved transparency, and potential cost savings.
Part 3: Impact of Operations on Your Deal
October 17, 2023 19:00 - 17 minutes - 11.9 MBIn our third episode of Demystifying Private Equity Transactions With Physician Practices, Steve and Sidney dive into the impacts of operations on a deal.
From Associate to Partner: How Do Lawyers’ Taxes Change?
September 28, 2023 15:00 - 15 minutes - 10.7 MBNew law firm partners are certainly well-prepared for this prestigious promotion in their careers; however, many are unaware of the impending changes to their financial lives due to new tax protocols for their earnings. Join Hal Margolit, Natalie Chance and Nisha Bhanushali of Withum’s Law Firm Services team as they discuss the tax and financial considerations for new law firm partners and shareholders at law firms of various entity types, including Partnerships/LLCs, S Corporations and C Co...
Part 1: Financial Considerations of Private Equity Deals
September 05, 2023 15:00 - 18 minutes - 13.1 MBSteve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley, discuss the financial considerations of private equity deals that physician practices should think about.
Part 2: How To Resolve Issues That Occur Within Physician Practices and PE Investments
September 05, 2023 15:00 - 19 minutes - 13.4 MBSteve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley, weigh in on the issues that can go wrong with deals within physician practices and private equity investments.
Invaluable Human Capital Tips for the Philadelphia Startup Community with Way FWD Strategy
August 02, 2023 13:00 - 10 minutes - 7.09 MBThe Philadelphia technology startup ecosystem is experiencing remarkable growth, fostering a vibrant community of innovative companies striving for success. To support these startups in achieving their goals, external services play a crucial role. In an enlightening conversation, Withum’s David Hansell and Cassie Tate, Founder of Way FWD Strategy, delve into Cassie's career in the tech and human capital industries, where they discuss the distinctive characteristics of Philadelphia's startu...
Exploring the Value of Mergers and Acquisitions
July 25, 2023 14:00 - 16 minutes - 11.3 MBIn this episode, Lena Combs and Jeanette Jordan, Partner in Withum’s Transaction Advisory group, discuss the current hospitality M&A landscape and share their insights on best practices for due diligence and navigating the process to a successful deal.
Navigating the DOL's Cybersecurity Best Practices: Insights from the Trenches
July 18, 2023 17:00 - 19 minutes - 13.6 MBWithum’s Cybersecurity Expert, Julie Tracy, is back for another insightful episode with host Aaron Slaughter. As we are over a year into navigating the DOL’s Cybersecurity Best Practices, Julie will share the lessons learned and trends she is seeing as it relates to cybersecurity in the Multiemployer space. It's an episode you can't afford to miss!
Navigating Credit Card Processing and Cash Discount Programs
May 08, 2023 16:00 - 17 minutes - 12.3 MBJoin Lena Combs and guest Paul Errigo, CEO of Swiped Unlimited, as they share their knowledge on payment processors, including credit card processing and cash discount programs in the hospitality industry. Discover the strategies for managing credit card fees and how optimizing payment processing can benefit your bottom line.
The Importance of Disclosure: Navigating Anti-ESG Sentiment Plus an SEC Update
April 14, 2023 14:00 - 17 minutes - 12.4 MBWhen it comes to ESG policies, transparency is key (and will likely become a requirement). Join Withum’s ESG Practice Leader, Joe Holman, and Sadis & Goldberg LLP partner, Dan Viola, as they discuss the evolving ESG guidance and best practices that impact everything from retirement plans, investments, marketing and the state of Florida.
Forensic Investigations and the Role of a Forensic Accountant
March 28, 2023 18:00 - 17 minutes - 11.9 MBThe ACFE Report to the Nations ranks hospitality among the top industries susceptible to fraudulent activities, with a median loss of $55,000 per case. Join Lena Combs and Nicole Lyons, Partner and Market Leader of Business Disputes and Economic Damages, as they dive into the world of forensic investigations and accounting in the hospitality and lodging sector.
IT Modernization – What Are the Benefits for Multiemployer Plans?
March 08, 2023 17:00 - 15 minutes - 10.8 MBTune in as Withum’s Aaron Slaughter and Josh Stove discuss the ins and outs of IT modernization. Josh explains the basics, benefits, estimated costs of modernizing systems, and more.
The Importance of Cyber Insurance for Hospitality Businesses
February 06, 2023 21:00 - 18 minutes - 12.5 MBCyber attacks are a real threat to business, and the hospitality industry is no exception. Yet cyber insurance is often overlooked. Tune in as Lena Combs and Ed Keck, Partner and Market Leader of Cyber and Information Security Services, describe the importance of having cyber insurance to give you peace of mind and provide coverage against costly data breaches and ransomware.
Personal Cybersecurity Habits You’re Overlooking
January 23, 2023 19:00 - 38 minutes - 26.4 MBWithum’s Julie Tracy, Executive Cybersecurity Advisor, shares informative tips and steps to take immediately to protect personal information.
Payroll Audits - Everything You Need To Know
January 20, 2023 17:00 - 20 minutes - 13.9 MBWhy should you or your organization care about payroll audits? Withum’s Phil Vivirito and Aaron Slaughter examine the world of payroll audits, payroll fraud, ways to protect yourself, and other valuable insights to ensure your payroll process is legally compliant.
Building a Culture of Innovation and Growth
December 06, 2022 00:00 - 12 minutes - 8.59 MBIn this episode, Lena Combs and Molly Goins-Cox, Chief Innovation Officer, cover ways to implement a culture of innovation and the importance of driving innovation strategy at a lodging business.
Trends in Process Automation for Hospitality
October 26, 2022 00:00 - 13 minutes - 9.24 MBListen in as Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader of Digital and Technology Transformation, discuss the latest in process automation trends and how businesses can optimize key operations to increase efficiency.
Health Claims Fraud – It’s More Common Than You Think
October 19, 2022 01:00 - 32 minutes - 22.6 MBAaron Slaughter and Linda Vincent from The Identity Advocate break down bizarre fraud attempts in the healthcare industry. From charging patients that weren’t seen to ordering additional tests that aren’t needed, Linda examines the different types of health claims fraud and what to look out for to protect you and your family.
Insights on R&D Capitalization
September 21, 2022 17:00 - 3 minutes - 2.28 MBLenny Smith, Team Leader of Withum’s Life Science Tax Services discusses R&D Capitalization. Companies are now required to capitalize the costs of research and development (including software development) and amortize them between five and fifteen years. Lenny provides examples of how Withum can help via R&D credits and other tax planning opportunities.
Fraud Alert – New Phishing Trends and Best Practices in Benefit Plans
September 13, 2022 18:00 - 29 minutes - 20.2 MBListen in as Withum’s Aaron Slaughter and Julie Tracy discuss the statistical rise in fraud worldwide and best practices for protecting yourself and your organization. With fraud schemes constantly evolving, stay up to date with the latest trends from cybersecurity expert Julie Tracy.
Understanding the Federal Work Opportunity Tax Credit
August 25, 2022 16:00 - 16 minutes - 11.1 MBIn this episode, Lena Combs and Withum’s Stuart McCallum, Partner and Consumer Products Practice Leader review WOTC and discuss the benefits and impacts of this tax credit on lodging businesses.
Implementing an ESG Framework
July 06, 2022 17:00 - 13 minutes - 9.12 MBJoin Lena Combs and Withum’s Joe Holman, Principal and Practice Leader of ESG Services, as they cover ESG's value for businesses and the importance of sustainability in hospitality.
Leveraging Data Visualization for Business Optimization
May 26, 2022 16:00 - 13 minutes - 9.23 MBIn this episode, Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, discuss the tools available such as PowerBI and how visualizing data can help you understand guest trends and identify opportunities for your business.
What's Next for the DOL's Cybersecurity Guidance?
May 09, 2022 20:00 - 19 minutes - 13.3 MBListen in as Aaron Slaughter and Dave Dorsey discuss the Department of Labor’s guidance for employee benefit plans and best practices for cybersecurity programs. Aaron and Dave will break down the policy and actionable items to improve the plan’s cybersecurity program.
How the Cloud Is Transforming the Lodging Industry
April 26, 2022 14:00 - 14 minutes - 10.1 MBListen in as Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, deep dive into the cloud and the benefits of lodging companies migrating to cloud services.
Provider Relief Fund Update: What Your Healthcare Practice Should Know
March 04, 2022 16:00 - 13 minutes - 9.08 MBStephanie Maresca, Team Leader of Withum’s Physician and Dental Practice Services sits down with Domenic Segalla, Market Leader of Withum’s Healthcare Advisory Practice to go over the Provider Relief Funds and the importance of these dollars for the healthcare community. He will discuss the corresponding compliance and reporting that comes with each phase as well as common challenges faced, to ensure your healthcare organization is prepared for every step of the way.
Form 5500 Filing: Regulatory Updates and Changes for 2021
September 21, 2021 14:00 - 13 minutes - 9.12 MBDonna Nevolo, Partner and Employee Benefit Plan Services Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, cover the essentials that businesses should be aware of as the deadline approaches.
Cybersecurity for Dealerships: Making the Case for Scanning and Digitization of Paper Deal Jackets
March 23, 2021 17:00 - 15 minutes - 10.9 MBOrganized and consistent record keeping is vital for an auto dealership to maintain its reputation and excellent customer service. Thousands of hard copies of deal jackets with poor scans of driver’s licenses can result in inefficient processes when such data needs to be searched or presented for an audit. Listen in as we make a case for digitally enabled file storage via AutoTrieve. We share why it’s important to think about scanning & digitization of paper deal jackets and why going digi...
Cybersecurity for Dealerships: Benefits of Being Selective with Cloud Service Providers
March 23, 2021 17:00 - 18 minutes - 12.5 MBBusinesses everywhere are making moves to migrate to the cloud, including auto dealerships. Dealerships are finally catching up with cloud computing and taking the steps to modernize their operations. With cloud computing come risks like ransomware attacks, unprotected sensitive client data and unmet compliance requirements. Listen in as Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve break down benefits of being selective with cloud service...
Cybersecurity for Dealerships: Tips for Surviving Warranty Audits
March 23, 2021 17:00 - 14 minutes - 10.3 MBIf you’re in the auto dealership space, you are likely no stranger to warranty audits - or paper records. The audits can often result in chargebacks due to poor record keeping and record management causing your dealership to lose money. In this special episode Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve share their expertise in this area and introduce a tool that will help you get rid of messy paper records and digitally scan and sort yo...
Cybersecurity for Dealerships: Tips for Surviving Warranty Audits
March 23, 2021 17:00 - 14 minutes - 10.3 MBIf you’re in the auto dealership space, you are likely no stranger to warranty audits - or paper records. The audits can often result in chargebacks due to poor record keeping and record management causing your dealership to lose money. In this special episode Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve share their expertise in this area and introduce a tool that will help you get rid of messy paper records and digitally scan and sort yo...
Bankruptcy Cliff: Making the Decision to File for Bankruptcy
September 18, 2020 10:00 - 5 minutes - 3.93 MBIn this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about making the decision to file for bankruptcy.
Bankruptcy Cliff: Bankruptcy Alternatives
September 17, 2020 10:00 - 6 minutes - 4.73 MBIn this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy alternatives.
Form 5500 Filing Deadline FAQs
September 16, 2020 12:00 - 9 minutes - 6.35 MBWendy Terry, Partner and Employee Benefit Plan Practice Leader, and Donna Nevolo, Partner and Employee Benefit Plan Team Member, discuss the upcoming Form 5500 filing deadline and cover frequently asked questions that businesses should know the answers to.
Bankruptcy Cliff: Chapter 11 Bankruptcy Process
September 16, 2020 10:00 - 15 minutes - 10.4 MBIn this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the Chapter 11 bankruptcy process.
Bankruptcy Cliff: The Exemptions and Property of the Estate
September 15, 2020 10:00 - 8 minutes - 5.78 MBIn this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about exemptions and property of the estate.
Bankruptcy Cliff: Different Types of Bankruptcy
September 14, 2020 10:00 - 11 minutes - 7.7 MBIn this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews John Liska of Withum’s Forensic and Valuation Services group about the different types of bankruptcy.
Bankruptcy Cliff: Receiverships
September 13, 2020 10:00 - 9 minutes - 6.27 MBIn this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Missy Urban of Withum’s Forensic and Valuation Services group about receiverships.
Bankruptcy Cliff: Bankruptcy Turnaround
September 12, 2020 10:00 - 15 minutes - 10.4 MBIn this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy turnaround.
Bankruptcy Cliff: Debt Discharge and the Automatic Stay
September 11, 2020 10:00 - 8 minutes - 5.67 MBIn this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about debt discharge and the automatic stay.
Bankruptcy Cliff: Pre-Bankruptcy Planning
September 10, 2020 10:00 - 17 minutes - 12.2 MBIn this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Missy Urban of Withum’s Forensic and Valuation Services group about pre-bankruptcy planning.
Bankruptcy Cliff: Tax Issues to be Aware of During a Bankruptcy
September 09, 2020 10:00 - 12 minutes - 8.84 MBIn this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the tax issues to be aware of during a bankruptcy.
Bankruptcy Cliff: Solvency
September 08, 2020 10:00 - 6 minutes - 4.59 MBIn this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews Missy Urban of Withum’s Forensic and Valuation Services group about solvency.
Bankruptcy Cliff: Divorce Actions and Bankruptcy
September 07, 2020 10:00 - 7 minutes - 4.97 MBIn this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about divorce actions and bankruptcy.
Bankruptcy Cliff: Dischargeable Student Loans
September 06, 2020 10:00 - 4 minutes - 3.16 MBIn this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about dischargeable student loans.