BeansTalk

Mauldin & Jenkins
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BeansTalk: Where Expertise Meets Opportunity, Mauldin & Jenkins' podcast, where we are sharing and showcasing our areas of expertise through conversations with practice leaders on their knowledge and experience.

  1. 4일 전

    Going Global: Tax & Compliance Considerations for U.S. Businesses Overseas

    Thinking about expanding your business beyond U.S. borders? In this episode, we explore the key tax and compliance challenges that U.S.-based companies face when operating internationally. From foreign tax obligations and reporting requirements to navigating international trade laws and local regulations, our experts break down what businesses need to know to stay compliant and competitive abroad. Whether you're just starting to explore global markets or already operating overseas, this episode is packed with practical insights to help you avoid costly mistakes. About Our Guest William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies. About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

    36분

  2. 1월 28일

    Commercial Lending Trends: Balancing Growth with Risk Discipline

    As the economic landscape continues to shift, financial institutions face a high-stakes balancing act: capturing market share without compromising credit quality. In this special edition episode, Brandon Smith and Jay Lucas dive into the current state of commercial lending and explore how top-tier lenders are navigating the tension between aggressive growth and rigorous risk discipline. About Our Guest Jay Lucas has over 25 years of experience in the financial services industry, where he has gained extensive knowledge in Risk Management, Commercial Lending, SBA Compliance, and has performed billions of dollars in annual commercial credit reviews for Community and Regional Institutions. During the great recession, Jay worked as a contract Investigations Manager for the FDIC, where he performed in-depth financial investigations and expert loan reviews for both bank and regulatory violations. About Our Host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.  Learn more about our Financial Institution Credit Review services here: https://www.mjcpa.com/financial-institution-credit-review-services/ and Financial Institution Compliance services here: https://www.mjcpa.com/services/consulting-advisory-services/financial-institution-compliance-services/

    31분

  3. 1월 7일

    Diving Deeper into Nexus: The Tax Risk You Didn’t Know You Had

    Think you’re safe from out-of-state tax obligations? Think again. In this episode, we dive deep into the concept of tax nexus, what it is, how it's triggered, and why it’s one of the most overlooked compliance risks for businesses operating across state lines. Learn how remote work, e-commerce, and digital services might be creating unexpected tax liabilities, and what steps you can take to stay ahead of the curve. About Our Guest Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.  About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our Specialty Taxation services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

    30분

  4. 2025. 12. 03.

    Building Wealth with Intention: When to Start, What to Know, and Where the Industry Is Headed

    In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need. About Our Guests Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee. Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting. About Our Host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.  Learn more about our Tax & Estate Planning services here: https://www.mjcpa.com/industries/tax-and-estate-planning/

    43분

  5. 2025. 11. 13.

    Actionable Insights: Federal, SALT, and International Tax Planning to Avoid Year-End Surprises

    Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance. About Our Guests Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.  William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies. About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

    40분

  6. 2025. 10. 22.

    Beyond the Deal: Financial Guidance for Student-Athletes in the NIL Era

    In this episode, we sit down with members of our NIL Advisory Team to explore why comprehensive guidance is essential for student-athletes and their families. From clearing up common misconceptions to highlighting overlooked opportunities, we discuss how education, financial literacy, and long-term planning can make all the difference. Whether you're a parent, coach, or athlete, this conversation offers valuable insights into managing NIL the right way. About Our Guest Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee. About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our NIL (Name, Image, and Likeness) services here: https://www.mjcpa.com/industries/nil-advisory-services/

    31분

  7. 2025. 10. 02.

    Accounting for CMMC: Controls, Costs & Compliance

    In this episode, we break down the Cybersecurity Maturity Model Certification (CMMC) and its growing impact on government contractors and suppliers. Join us as we explore what the CMMC framework means for your organization, how to interpret its controls, estimate compliance costs, and integrate it into your financial and risk management strategy. Whether you're preparing for an assessment or just starting your compliance journey, this conversation is packed with practical insights and expert guidance. About Our Guest Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems. About Our Host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about our Cybersecurity Maturity Model Certification (CMMC) services here: https://www.mjcpa.com/services/consulting-advisory-services/cybersecurity-maturity-model-certification-cmmc/ and other Technology services here: https://www.mjcpa.com/services/consulting-advisory-services/technology-services/

    38분

  8. 2025. 09. 10.

    Beyond the Report: CFO Insights for Strategic Growth

    In this episode, Robert Stephens breaks down how to turn financial data into an actionable business strategy. This episode explores how to go beyond surface-level reports to uncover insights that drive smarter decisions, stronger forecasting, and long-term growth. Whether you're scaling a startup or leading an established business, this conversation will help you use your numbers as a tool, not just a report card. About Our Guest Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations.  About Our Host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about our Outsourced Accounting and CFO services here: https://www.mjcpa.com/services/consulting-advisory-services/outsourced-accounting-and-cfo-services/

    26분
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BeansTalk: Where Expertise Meets Opportunity, Mauldin & Jenkins' podcast, where we are sharing and showcasing our areas of expertise through conversations with practice leaders on their knowledge and experience.

정보

  • 제작진
    Mauldin & Jenkins
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    14
  • 등급
    무삭제판
  • 저작권
    © 2026 BeansTalk
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    BeansTalk