The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory

SingerLewak
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The Balancing Act Podcast with SingerLewak explores the intersection of accounting, tax, audit, advisory, technology, cybersecurity, and business strategy. Featuring conversations with SingerLewak professionals and industry leaders, episodes cover tax strategy, international tax, transfer pricing, tariffs, forensic accounting, receiverships, AI, ERP implementation, IPO readiness, executive compensation, M&A, and emerging issues across a wide range of industries.

  1. Sep 24

    Navigating Trust Accounting Disputes Successfully

    Trust accountings are intended to provide transparency, but they can also become a focal point for disputes between trustees and beneficiaries. In this episode of The Balancing Act podcast, Jessica Nadler, JD, CPA, Partner and Leader of SingerLewak’s Trust & Estate Practice, sits down with Kendal Fletcher and Brian M. Wittlin, Partners in Sheppard's Fiduciary Litigation Group, to discuss the intersection of trust accountings and trust litigation. Together, they explore common sources of conflict, fiduciary duties and beneficiary rights, what beneficiaries should expect from a trust accounting, and some of the practical issues that arise during trust administration. They also discuss how clear communication and transparency can help identify issues early and potentially reduce the likelihood of disputes. Numbers Don't Lie Series: ⁠singerlewak.com/numbers-dont-lie/⁠ Follow us on LinkedIn for updates: ⁠SingerLewak LLP | LinkedIn⁠ 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

    Navigating Trust Accounting Disputes Successfully

  2. Aug 20

    Inside Receiverships

    What happens when a court appoints someone to take control of a troubled business or disputed assets? In this episode of Numbers Don't Lie, Brian Landau, CPA, Partner of the SLBiggs division of SingerLewak, sits down with Stephen Donell, CCIM, CPM, President of FedReceiver, to demystify the world of receiverships. Brian and Steve discuss when receivers are appointed, how receiverships differ from bankruptcy, the role receivers play in SEC and FTC enforcement actions, and the challenges of managing and preserving assets on behalf of investors and consumers. Their conversation provides a detailed look at what receivers do after an appointment, including the financial, operational, and legal challenges they face when managing businesses and assets under court supervision. Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/ Follow us on LinkedIn for updates: SingerLewak LLP | LinkedIn 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

    Inside Receiverships

  3. Jul 23

    Forensic Accounting Explained

    Money leaves a trail, even when someone works hard to hide it. In the first episode of our three-part Numbers Don't Lie series, Mark Dennis, Jessica Nadler, and Brian Landau explore how forensic accounting uncovers the facts behind fraud allegations, business disputes, family disputes, and concealed assets. The team explains how forensic accounting differs from traditional accounting and auditing, highlights common financial red flags, and shares real-world examples of how investigators trace transactions, reconstruct records, and follow the money to uncover facts others may overlook. Whether you're a business owner, attorney, creditor, trustee, or simply interested in financial investigations, this episode provides practical insight into how forensic accountants analyze complex financial issues, separate fact from allegation, and provide the financial evidence needed to support informed decisions. Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/ 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

    Forensic Accounting Explained

  4. 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, Lara 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

    Data & AI Readiness: Turning Data into Actionable Intelligence

  5. 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

    How Escalating AI & Cybersecurity Impact Your Business

  6. 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

    IPO Readiness: Key Considerations for Going Public

  7. 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

    Tax Insights for 2025 Filing Season

  8. 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

    Executive Compensation
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About

The Balancing Act Podcast with SingerLewak explores the intersection of accounting, tax, audit, advisory, technology, cybersecurity, and business strategy. Featuring conversations with SingerLewak professionals and industry leaders, episodes cover tax strategy, international tax, transfer pricing, tariffs, forensic accounting, receiverships, AI, ERP implementation, IPO readiness, executive compensation, M&A, and emerging issues across a wide range of industries.

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