Latest Financial benchmarks Podcast Episodes

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The Benefits of a Cost Segregation Study

Withum Sounding Board - May 23, 2024 18:00 - 14 minutes
Join 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 i...

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How AI Is Transforming Finance and Accounting

Withum Sounding Board - February 01, 2024 17:00 - 22 minutes
Colleen 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 decisi...

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Part 5: Year in Review

Withum Sounding Board - January 05, 2024 18:00 - 18 minutes
In 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 s...

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AI’s Rapidly Evolving Landscape and Its Ability to Impact the Hospitality Industry

Withum Sounding Board - December 20, 2023 02:00 - 27 minutes
Artificial 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 t...

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Part 4: Diving Deeper Into EBITDA and the Financial Aspects of the Deal

Withum Sounding Board - December 05, 2023 17:00 - 16 minutes
In 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 w...

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Is It Time for Your Union To Explore 3rd Party Accounting?

Withum Sounding Board - November 21, 2023 01:00 - 33 minutes
Withum’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.

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Part 3: Impact of Operations on Your Deal

Withum Sounding Board - October 17, 2023 19:00 - 17 minutes
In our third episode of Demystifying Private Equity Transactions With Physician Practices, Steve and Sidney dive into the impacts of operations on a deal.

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From Associate to Partner: How Do Lawyers’ Taxes Change?

Withum Sounding Board - September 28, 2023 15:00 - 15 minutes
New 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 ...

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Part 2: How To Resolve Issues That Occur Within Physician Practices and PE Investments

Withum Sounding Board - September 05, 2023 15:00 - 19 minutes
Steve 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.

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Part 1: Financial Considerations of Private Equity Deals

Withum Sounding Board - September 05, 2023 15:00 - 18 minutes
Steve 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.

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Invaluable Human Capital Tips for the Philadelphia Startup Community with Way FWD Strategy

Withum Sounding Board - August 02, 2023 13:00 - 10 minutes
The 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 Davi...

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Exploring the Value of Mergers and Acquisitions

Withum Sounding Board - July 25, 2023 14:00 - 16 minutes
In 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.

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Navigating the DOL's Cybersecurity Best Practices: Insights from the Trenches

Withum Sounding Board - July 18, 2023 17:00 - 19 minutes
Withum’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 Multiemp...

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Navigating Credit Card Processing and Cash Discount Programs

Withum Sounding Board - May 08, 2023 16:00 - 17 minutes
Join 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 processin...

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The Importance of Disclosure: Navigating Anti-ESG Sentiment Plus an SEC Update

Withum Sounding Board - April 14, 2023 14:00 - 17 minutes
When 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, invest...

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Forensic Investigations and the Role of a Forensic Accountant

Withum Sounding Board - March 28, 2023 18:00 - 17 minutes
The 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 i...

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IT Modernization – What Are the Benefits for Multiemployer Plans?

Withum Sounding Board - March 08, 2023 17:00 - 15 minutes
Tune 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. 

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The Importance of Cyber Insurance for Hospitality Businesses

Withum Sounding Board - February 06, 2023 21:00 - 18 minutes
Cyber 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 y...

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Personal Cybersecurity Habits You’re Overlooking

Withum Sounding Board - January 23, 2023 19:00 - 38 minutes
Withum’s Julie Tracy, Executive Cybersecurity Advisor, shares informative tips and steps to take immediately to protect personal information. 

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Payroll Audits - Everything You Need To Know

Withum Sounding Board - January 20, 2023 17:00 - 20 minutes
Why 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. 

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Building a Culture of Innovation and Growth

Withum Sounding Board - December 06, 2022 00:00 - 12 minutes
In 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.

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Trends in Process Automation for Hospitality

Withum Sounding Board - October 26, 2022 00:00 - 13 minutes
Listen 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. 

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Health Claims Fraud – It’s More Common Than You Think

Withum Sounding Board - October 19, 2022 01:00 - 32 minutes
Aaron 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 ...

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Insights on R&D Capitalization

Withum Sounding Board - September 21, 2022 17:00 - 3 minutes
Lenny 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...

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Fraud Alert – New Phishing Trends and Best Practices in Benefit Plans

Withum Sounding Board - September 13, 2022 18:00 - 29 minutes
Listen 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. 

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Understanding the Federal Work Opportunity Tax Credit

Withum Sounding Board - August 25, 2022 16:00 - 16 minutes
In 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.

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Implementing an ESG Framework

Withum Sounding Board - July 06, 2022 17:00 - 13 minutes
Join 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.

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Leveraging Data Visualization for Business Optimization

Withum Sounding Board - May 26, 2022 16:00 - 13 minutes
In 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. 

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What's Next for the DOL's Cybersecurity Guidance?

Withum Sounding Board - May 09, 2022 20:00 - 19 minutes
Listen 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. 

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How the Cloud Is Transforming the Lodging Industry

Withum Sounding Board - April 26, 2022 14:00 - 14 minutes
Listen 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. 

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