Future-Focused Advisory

WilkinGuttenplan
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Future-Focused Advisory is the go-to podcast where seasoned accountants deliver high-impact financial insights and strategic guidance that empower business owners, professionals, and individuals to manage wealth and make confident decisions.

  1. 6 ene

    Going Global: The Must-Know Rules of International Expansion

    In this episode, we discuss what business owners should consider when expanding into global markets, from testing international demand and protecting intellectual property to structuring operations for tax efficiency both in the U.S. and abroad. WG Shareholder, Vinay Navani, shares practical guidance to help companies evaluate opportunities, manage risk, and avoid costly mistakes as they scale. If global growth is part of your 2026 strategy, this episode offers a clear starting point for smart, confident planning.

  2. 29/09/2025

    Audit Readiness: Best Practices for Employee Benefit Plans

    In this episode, we break down what plan sponsors need to know about employee benefit plan audits and year-round fiduciary best practices, including investment reviews, committee governance, monitoring service providers, cybersecurity, and avoiding common compliance pitfalls so plans stay strong and audit-ready.

  3. 02/09/2025

    One Big Beautiful Bill Explained: What the New Tax Law Means for Businesses and Investors

    In this episode, we break down recent tax changes, including the permanence of certain TCJA rules, the return of 100% bonus depreciation, Section 1202 expansion, SALT cap updates, and the estate tax exemption, and what they mean for long-term planning.

  4. 05/08/2025

    Financial Planning & Analysis: Manage Cash Flow, Cut Costs, and Grow Revenue

    In this episode, Manager Juan Arana, CPA, joins host Chris Frederick, CPA, to explore how financial planning and analysis (FP&A) helps business owners boost revenue, cut costs, and drive profitability, plus how to build a successful strategy in your own business.

  5. 08/07/2025

    M&A Essentials: Navigating Due Diligence with Confidence

    In part two of our M&A Essentials series, host ⁠⁠⁠Chris Frederick, CPA⁠⁠⁠, and Shareholder ⁠⁠⁠Karen Artasanchez, CPA, MST,⁠⁠⁠ dive into the critical role of due diligence. It’s the make-or-break stage of any M&A deal—giving buyers the chance to verify information, uncover risks, and confirm value. For sellers, a well-prepared due diligence process builds trust, protects the sale price, and keeps the deal moving forward. Together, they break down how strategic due diligence creates clarity, confidence, and stronger outcomes for both sides of the transaction.

  6. 02/07/2025

    M&A Essentials: What Drives Business Valuation

    In part one, host Chris Frederick, CPA, and shareholder Karen Artasanchez, CPA, MST, explore what drives a company’s valuation, uncovering what investors and acquirers look for and how you can shape your business to increase its value.

  7. 09/06/2025

    Planning Your Exit: Succession Strategies

    Most business owners will eventually face the same question: what’s next?  Our latest podcast episode with host Chris Frederick, CPA and guest Bill McDevitt, CPA, CVA dives into the essentials of business succession planning and how the right plan can protect what you’ve built.

  8. 27/05/2025

    Estate Planning Essentials: What You Should Be Thinking About Now Part Two

    In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testamentary planning, Christine breaks down the complex, making it practical, actionable, and easy to understand. Whether you’re advising clients or planning your legacy, this episode offers expert insights you won’t want to miss. *Please note that in the discussion about testamentary trusts, when revocable trusts are mentioned, that is a reference to provisions within a revocable trust that can create testamentary trusts. Revocable trusts are inter vivos trusts typically funded during the grantor’s lifetime, with additional transfers from the grantor’s estate sometimes occurring after the grantor’s death.*

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Future-Focused Advisory is the go-to podcast where seasoned accountants deliver high-impact financial insights and strategic guidance that empower business owners, professionals, and individuals to manage wealth and make confident decisions.

Información

  • Creador
    WilkinGuttenplan
  • Años de actividad
    2023 - 2026
  • Episodios
    36
  • Clasificación
    Apto
  • Copyright
    © WilkinGuttenplan
  • Mostrar sitio web
    Future-Focused Advisory

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