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The Partner Series: Developing Strategic Partnerships for Client Success” is PKF Mueller’s newest podcast series dedicated to conversations with and about our strategic partnerships across the globe, helping to achieve our mission of enhancing the lifetime success of our clients. Visit www.pkfmueller.com for more information.
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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 practic ...
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show series
 
PKF Mueller recently announced their strategic partnership with Transparent Energy to offer clients electricity, natural gas, and green power procurement value-added services. Join guest speaker, Eric Wyman, Business Development Manager (Transparent Energy) to talk about these services, as well as where the current energy market stands. For more in…
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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, MSA Tax Director emi…
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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 Patel Senior Tax Associate npatel@pkfmueller.com Learn more about PKF Mueller's…
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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, CPA Audit Partner kbissell@pkfmueller.com Learn …
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Join Ivona Gal and Fay Barkonikos as they discuss the future of outsourcing and the importance of customer service. For more information, please contact: Ivona Gal, CPA Account Manager (708) 745-3506 igal@pkfmueller.com Fay Barkonikos, MSA Client Success Specialist (708) 745-3473 fbarkonikos@pkfmueller.com Learn more about Mueller dotKonnect: https…
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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, plea…
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Join PKF Mueller CEO David J. Nissen, CPA/ABV, CVA and guest speaker, Naomi Kaduwela, Head of Kavi Labs (Kavi Global) as they discuss the recent partnership announcement between PKF Mueller and Kavi Global, and what the future of knowledge work looks like. In this podcast episode, you will be introduced to Digital Knowledge Workers (DKWs) and how y…
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PKF Mueller is launching a new podcast series dedicated to conversations with and about our strategic partnerships that help us achieve our mission of enhancing the lifetime success of our clients through innovative financial, accounting, and business advisory services. For more information, visit https://www.pkfmueller.com/insights/podcast. Thank …
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Join Beth Ulbrich and Jill Walton as they dive deeper into Mueller dotKonnect. In this episode, they describe the services MdK provides, the integration of these services, and what it is like working with Mueller dotKonnect. For more information, please contact: Beth Ulbrich, CPA, CGMA Vice President Of Operations (847) 649-8826 bulbrich@pkfmueller…
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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,…
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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, CPA Client…
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Join Phani Ilapakurty, President, Dave Nissen, CEO, and Amy Chamoun, Partner, for an in-depth discussion on Mueller dotKonnect. In this episode, the team shares insights on what Mueller dotKonnect is, the evolution of the firm, and what the future has in store. For more information, please contact: Phani Ilapakurty, FCA, CFE, CMA, EA President (630…
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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. m…
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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 l…
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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, CPA Partner bsullivan@pkfmueller.com +1 847 649 8…
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Mueller dotKonnect (MdK) is proud to announce our brand new podcast, “Connecting the Dots Across Finance Functions.” Join us as we introduce Mueller dotKonnect, the newest expansion of PKF Mueller's Client Advisory Services offerings. In this podcast, our goal is to provide key insights into optimizing your current accounting department as you grow…
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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, CPA Manager cbenson@pkfmueller.com +1 630 524 52…
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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 clau…
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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. Contac…
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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 t…
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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…
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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 profess…
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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: …
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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 Benson Tax Manager cbenson@pkfmueller.com +1 630 524 5267 Learn more about our St…
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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 200 Elgin, IL 60123 PH: +1 847 888 8600 …
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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.…
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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, MSA Tax Director eminnig@pkfmueller.com +1 312 975 1646 Learn more ab…
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Join Taylor Schuck, Client Advisory Services Manager at PKF Mueller, for an in-depth interview on the cannabis industry and the role of accountancy. In this episode, Taylor provides insight on how the Firm first got involved in the cannabis industry, changes in the industry, and key takeaways for emerging or established cannabis-related firms. Get …
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Join Ferdi Alfajora, Tax Consultant at PKF Mueller, for an in-depth interview of State and Local Tax (SALT). In this episode, Ferdi provides a general overview of SALT, common concerns and the key takeaways for business owners. Get in contact with our SALT professional today: Ferdi Alfajora, J.D. Tax Consultant falfajora@pkfmueller.com +1 847 773 0…
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Join Alex Krog, C.P.A., and James Hare III, M.A.S., C.P.A., Directors at PKF Mueller, for an in-depth interview of Employee Benefit Plan Audits (EBPA). In this episode, our experts discuss the process, accompanying fiduciary responsibilities, common errors in Benefit Plans, and the key takeaways for business owners and plan sponsors who need a Bene…
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Join Scott Simpson, International Tax Director, for an in-depth interview of what you need to know about transfer pricing, such as what a transfer pricing study is, who needs a transfer pricing study, and the benefits of having a transfer pricing study done. Get in contact with our Transfer Pricing professional today: Scott Simpson, MST, CPA Intern…
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Join Drent J. Shields, CPA, MBA, CISA, CITP, Audit Partner, and Kyle Wehrli, CPA, CISA, CTP, Audit Manager, of PKF Mueller's Risk & Controls team for an in-depth interview of SOC reporting, best practices to help companies, such as cloud-based SaaS providers, choose their SOC auditor, and the Firm's unique and client-centric approach to SOC audits.…
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You're listening to “Business Owner’s Guide: Tips, Trends, and Talks from a CPA,” PKF Mueller’s monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm. Follow us on LinkedIn, Twitter, Facebook, Instagra…
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