The Balancing Act Podcast with SingerLewak

The Balancing Act by SingerLewak

Welcome to “The Balancing Act” podcast with SingerLewak, the ultimate podcast for entrepreneurs, professionals, and business enthusiasts seeking a comprehensive exploration of all things business. In each episode, we bring you engaging conversations with industry experts, thought leaders, and successful entrepreneurs who share their insights, experiences, and practical advice. Discover proven strategies for accelerating business growth, uncover innovative approaches to leadership and team management, and gain a competitive edge in the ever-changing marketplace.

  1. Jun 18

    Data & AI Readiness: Turning Data into Actionable Intelligence

    In this episode of SingerLewak’s Balancing Act, we explore AI data readiness and what it takes to move from hype to real business impact. Bob Green, Laura Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance. The key takeaway: AI is only as powerful as the data behind it. Learn how clean, well-structured data—and the right strategy—can set your organization up for successful, secure AI adoption. Connect with ⁠SL Business Informatics⁠ team to learn how your organization can adapt in an AI-data landscape Connect with SingerLewak's Business Solutions Group Readiness Roadmap Series: ⁠⁠https://singerlewak.com/the-readiness-roadmap/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠⁠

    41 min

  2. May 21

    How Escalating AI & Cybersecurity Impact Your Business

    Artificial intelligence is accelerating a new cybersecurity arms race, with attackers launching more sophisticated, scalable attacks and organizations racing to keep up with AI-enabled defenses. In this episode of The Balancing Act, Bob Green, SL Business Informatics Practice Leader, is joined by Eric Rockwell, Cybersecurity Advisory, and Jeff Gulick, Senior Security Consultant, to discuss how AI is reshaping both sides of the cybersecurity battle. From deepfakes to faster vulnerability discovery, they explore how attackers are gaining an edge—and how businesses can respond with smarter detection, faster triage, and stronger risk prioritization. Connect with SingerLewak’s Cybersecurity team to learn how your organization can adapt in an increasingly AI-driven threat landscape: SL Business Informatics Readiness Roadmap Series: ⁠https://singerlewak.com/the-readiness-roadmap/⁠ Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    44 min

  3. Apr 23

    IPO Readiness: Key Considerations for Going Public

    Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act, host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs. Together, they break down what companies really need to know to prepare for an IPO, including: Why early planning is critical to avoiding costly tax and regulatory pitfallsHow SEC scrutiny has evolved—and where regulators are still focusedThe importance of PCAOB audits and internal readinessCommon missteps that delay IPO timelinesPractical advice for CFOs and leadership teams navigating the process🔗 SOX, Internal Audit & Risk Services: https://singerlewak.com/sox-audit-and-risk-services/ 🔗 Readiness Roadmap Series: https://singerlewak.com/the-readiness-roadmap/ 🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    40 min

  4. Mar 19

    Tax Insights for 2025 Filing Season

    Major tax changes are here for the 2025 filing season. In this episode of The Balancing Act, Mike Mondelli and Ryan Nance break down key provisions from the One Big Beautiful Bill Act—including no tax on tips, no tax on overtime, new car loan interest rules, the enhanced senior deduction, and the new Schedule 1A. If you want to understand how these changes could impact your return and avoid common first‑year mistakes, listen now, share with someone who may be affected, and talk to your tax advisor about how these rules apply to you. For general informational purposes only. 🔗Tax Advisory Services: https://singerlewak.com/tax-advisory/ 🔗Building Blocks for Business Success Series: https://singerlewak.com/building-blocks-for-business-success/ 🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    38 min

  5. Feb 19

    Executive Compensation

    In this episode of The Balancing Act Podcast, Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, sits down with Harriet Oberman, Tax Partner at SingerLewak, and Susan Schroeder, Partner at Compensation Advisory Partners, for a clear and practical discussion on executive compensation strategy. They explore how organizations can design compensation programs that support long‑term growth, retain top talent, and align leadership with company values. The conversation covers topics such as phantom equity, long‑term cash incentives, governance considerations, pay transparency, and how compensation plans are handled during ownership changes or succession events. This episode is ideal for leaders in private companies, family‑owned businesses, and nonprofits looking to build or refine effective executive compensation structures. 🔗Building Blocks for Business Success Series: Building Blocks for Business Success 🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    24 min

  6. Jan 22

    Maximizing R&D Tax Credits

    In this episode of The Balancing Act podcast, the SingerLewak team breaks down what business owners need to know about leveraging the federal R&D Tax Credit in 2026. Host Mike Mondelli is joined by Eric Lake, Tax Partner, Cecilia Sanudo, Audit & Assurance Director, and Lydia Clowney, Tax Director for a discussion on how companies can identify qualifying activities, navigate recent legislative changes, and maximize available tax benefits.   The conversation covers the fundamentals of the U.S. Federal R&D Tax Credit, including the four-part test, eligible expense categories, and common misconceptions about who qualifies. The team also addresses how the Tax Cuts and Jobs Act, the OB3 legislation, and the new §174A rules affect expensing, capitalization, and year‑end planning for both small businesses and established companies. Listeners will learn:  What types of activities and expenses typically qualify for the R&D creditHow recent legislation impacts the treatment of research and experimental expensesWhat small businesses should know about immediate expensing and refund opportunitiesThe importance of early-year planning and documentationWhen it makes sense to pursue an R&D study and what partners should look for as indicators

    25 min

  7. 11/20/2025

    Updates on the U.S. Tariff Policy

    The international trade landscape has shifted dramatically under the Trump administration’s tariff policies. In this episode, Robin Park, Partner and International Practice Leader at SingerLewak, is joined by David Harlow, President of ITC Diligence International, and Daniel Sheinfeld, Supervising Senior at SingerLewak, to break down the latest updates on the tariff regime. They explore: Changes in U.S. tariff rates and exemptionsThe impact of stacking duties on global supply chainsStrategic solutions like Foreign Trade Zones and bonded warehousesHow businesses can adapt through cost-benefit analysis and advocacy effortsIf your company imports, exports, or manufactures internationally, this discussion offers actionable insights to help you navigate today’s complex trade environment. 🔗 Learn more about our International Services: ⁠https://singerlewak.com/quarter-4-singerlewak-international-tax/⁠ 🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    39 min

  8. 10/23/2025

    International Tax Changes in the One Big Beautiful Bill Act

    Provision Approved | Episode 1 of this International Series In this kickoff episode of our international series, Robin Park and Stephen Bolt dive into the One Big Beautiful Bill Act, unpacking its tax provisions and exploring how they reshape business strategy, government planning, and international tax policy. Key Takeaways: What’s approved and what’s still evolving How businesses and governments can prepareWhy international context matters From the elimination of a key GILTI offset to the broader implications for U.S. shareholders, this episode offers a clear, insightful look at how global perspectives intersect with domestic tax reform. 🔗 Learn more about our International Services: https://singerlewak.com/quarter-4-singerlewak-international-tax/ 🔗 Follow us on LinkedIn for updates: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠ 🔗Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

    44 min
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About

Welcome to “The Balancing Act” podcast with SingerLewak, the ultimate podcast for entrepreneurs, professionals, and business enthusiasts seeking a comprehensive exploration of all things business. In each episode, we bring you engaging conversations with industry experts, thought leaders, and successful entrepreneurs who share their insights, experiences, and practical advice. Discover proven strategies for accelerating business growth, uncover innovative approaches to leadership and team management, and gain a competitive edge in the ever-changing marketplace.

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