Q&A Over Coffee

Olsen Thielen CPAs & Advisors
Q&A Over Coffee

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.

  1. JUN 20

    #36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks

    This episode was recorded on Monday, June 16th, 2025. The “One Big Beautiful Bill” and related topics covered in this episode include discussions about legislative policies that are still in process. Our host, Tom Pesch, is joined by Tax Principals Matt Klein and Charlie Sparks to break down the tax components of the bill and discuss how these changes would affect businesses and individual taxpayers. The information provided in this podcast is for informational purposes only, and we encourage all listeners to continue to monitor the current status and inclusions of the bill as it progresses through legislation.

    31 min

  2. MAR 10

    Flights: Fraud pt. 4: Inventory and Asset Fraud

    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part four of our Flights: Fraud series, Adam and Andrea cover inventory and asset fraud. They cover several signs of inventory fraud beyond just discovering a missing item.

    14 min

  3. FEB 25

    Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes

    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part three of our Flights: Fraud series, Adam and Andrea cover fraudulent disbursements and billing schemes. They provide numerous examples of these types of fraud and analyze how the perpetrators successfully executed them.

    13 min

  4. FEB 20

    Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen

    In part two of our Flights: Fraud series, Adam and Andrea cover cash theft. They share several stories that showcase many angles of cash theft and how it can be caught and broken down. "Skimming" is cash theft on a transaction before it reaches the company. "Larsony" is when a sale is recorded but the cash get stolen afterward. If you haven't yet, check out part one on our Q&A Over Coffee page: Fraud 101.

    15 min

  5. FEB 12

    Flights: Fraud 101 with Andrea Addo and Adam Hennen

    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. For this first flight, we will go over the basics of Fraud. Who can commit fraud, what it looks like in smaller organizations, some warning signs to look out for, and more.

    15 min

  6. JAN 29

    #35: Roundtable: Managing Your Business Through Economic Uncertainty

    This episode was recorded on Wednesday, January 15, 2025. The topics covered in this episode include discussions about economic and legislative policies that are continuously being updated. The information in this podcast is for informational purposes only. It is not intended to be professional legal, financial, or accounting advice. As always, we recommend seeking professional guidance for additional questions.

    35 min

  7. JAN 15

    #34: State Tax Residency with Zach Deo and Nikki Bocock

    Do you live in a different state from where you work? Do you have residency in multiple states? How do you know which state to file income taxes in? In this episode, we bring on tax directors Nikki Bocock and Zach Deo to answer these questions and share more information regarding state tax residency. You'll learn about the 180-day rule, what you decide to have as the address on your driver's license/ID, and even your community relationships and how these tie into where you file your taxes.

    32 min

  8. 11/13/2024

    #13: Tax Planning Strategies for the Next Year with Charlie Sparks

    In our latest episode, our Tax Director, Charlie Sparks, shares his top tax planning strategies for the upcoming year. With just two months remaining in the current year, Charlie recommends that it's the perfect moment to kickstart your tax planning, especially if you're a business owner. From important tax law adjustments to potential tax credits, deductions, and various opportunities for individuals and businesses to maximize their returns, there's a lot to consider this season. Our team of experts is here to ensure that no valuable details are missed as we assist you in preparing for next year's tax planning.

    35 min
See All (43)

About

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.

Information

  • Creator
    Olsen Thielen CPAs & Advisors
  • Years Active
    2023 - 2025
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Q&A Over Coffee

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