CG Business Advisor

CG Tax, Audit & Advisory
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond

  1. OCT 22

    Navigating R&D Tax Credits: Impacts of the One Big Beautiful Bill Act

    In this episode, we are joined by returning guest Jennifer Flynn and Cg’s very own Cg Team John Blake  to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act. ○      Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise. ○      John Blake, CPA, MBA, is a Director in Cg Tax, Audit & Advisory’s Tax Services Group with over 20 years of public accounting experience. He works closely with mid- to large-sized clients on a wide range of tax matters, helping them achieve financial goals and plan strategically. His expertise spans closely held businesses, LLCs, partnerships, and individuals.

    29 min

  2. SEP 2

    Marketing & MMA: Building Businesses and Networks Through Podcasting

    Ross Stockdale helps Small Business B2B Service Companies increase their net profit without breaking the bank in 12 months or less as their Fractional CMO. He creates and executes winning marketing strategies to increase profit and decrease time and headaches. He's also a fellow Podcaster!

    34 min

  3. JUL 15

    Change Management: An Effective Solution to Organizational Shifts

    Angela Lapovsky, a seasoned business strategy and operations consultant and Fractional COO with over 15 years of experience driving transformational change and sustainable growth. As Founder of ARL Elevate, Angela helps organizations and teams across a variety of industries translate the vision for their business into reality by helping them solve complex business problems and creating a business strategy to target those challenges. Angela specializes in enhancing operational effectiveness, leading change initiatives, and empowering leadership teams through Fractional COO support, project-based services, and as a strategic advisor. Drawing on her deep expertise across Fortune 500 companies as well as small businesses, Angela brings a collaborative and results-driven approach to navigating organizational shifts

    25 min

  4. JUN 4

    Tariffs & Inflation: The Effects on Your Business & Inventory Practices

    Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise.

    20 min

  5. MAR 20

    Personal Development & Realizing Your Potential

    Aaron Levine is the founder and owner of LG Insurance Agency, a team of professionals who provide personalized and reliable insurance solutions to individuals and businesses in New Jersey. For 18 years, Aaron has built LG Insurance on the values of trust, integrity, personalization, and community. He has further built his community through his podcast, “Who You Work With Matters, where he discusses important topics affecting the insurance industry and beyond.

    23 min

  6. 12/20/2024

    2024 Year in Review!

    Welcome to the CG Business Advisor Podcast's 2024 Year in Review! This year, we’ve seen transformative conversations on business leadership, automation, and community impact. We kicked off with a look at intelligent automation, with Alan Hester from Nividous Software, who discussed how AI and robotics are streamlining operations. As we look forward to the future, talent acquisition expert Gene Holtzman discussed how businesses are innovating their approach to recruitment, ensuring success in a competitive job market. In the nonprofit space, Lunch Break’s Gwendolyn Love and Jill Gwydir detailed their mission to provide essential services to communities in need. Meanwhile, Eric Lubin introduced the inspiring “Lil’ Heroes for Hope” gala, raising funds for children with rare diseases and Kyle Dunleavy of CURE Auto Insurance reminded us all of the importance of community engagement, as he worked toward a world without blood cancer, fundraising for the Leukemia & Lymphoma Society. On a personal level, we welcomed Deb Sundermann as CG's new Managing Director. She brings extensive experience, focusing on advisory and healthcare services, setting the stage for new leadership. Thank you for being part of our journey in 2024. Stay tuned for more insights in the year ahead!

    1h 34m

  7. 10/10/2024

    Artificial Intelligence & Business Automation

    Alan Hester is an entrepreneur and leader with proven success in the tech field for over 25 years. He is the president of Nividous Software Solutions, a company passionate about helping businesses work at peak efficiency using three pillars of intelligent automation: robotic process automation, artificial intelligence, and business process management. Alan’s previous experience with companies such as Xerox and Freedom Mortgage have contributed to his accomplishments as a member of the leadership team at Nividous.

    16 min

  8. 08/15/2024

    Lunch Break Provides Help for Today and Hope for Tomorrow

    Gwendolyn Love and Jill Gwydir are both members of the leadership team at Lunchbreak, a New Jersey nonprofit that provides food, clothing, life skills, and fellowship to those in need. Gwen, the current Executive Director of Lunch Break,  was previously the community director for a partnership between the Township of Neptune, New Jersey and the state’s Urban Coordinating Council that helps communities in need of revitalization. Jill, has also worked for many non-profit organizations, such as the YWCA of the City of New York, and the Multiple Sclerosis Society.  Both Gwen and Jill’s passion for community outreach combined with the support of an incredible staff, Board of Directors, volunteers, and donors has helped Lunch Break provide residents of Monmouth County and beyond help for today and hope for tomorrow.

    21 min
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About

Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond

Information

  • Creator
    CG Tax, Audit & Advisory
  • Years Active
    2020 - 2025
  • Episodes
    77
  • Rating
    Clean
  • Copyright
    © Copyright 2025 CG Tax, Audit & Advisory
  • Show Website
    CG Business Advisor