The Biz Beat

SVA Certified Public Accountants
  • 4.3 (6)
  • MANAGEMENT
  • UPDATED WEEKLY

Stay ahead of what’s happening in business and tax with The Biz Beat by SVA. Hosted by SVA Sales Director Lee Schwartz and SVA CPA Principal Eric Trost, this weekly podcast delivers timely updates, practical advice, and expert takes on the latest changes impacting business owners and financial leaders. Whether it’s new legislation, tax strategies, or surprising deductions, we break it down so you can make informed decisions with confidence.

  1. The Biz Beat Podcast: Tariff Refunds, IRS Form 4547, Cash Balance Plans

    MAY 4

    The Biz Beat Podcast: Tariff Refunds, IRS Form 4547, Cash Balance Plans

    Season 2 kicks off with a look at tariff refunds, including how to use the official CBP website and what importers of record should expect from the process. The episode also covers IRS Form 4547 for funding Trump accounts for eligible newborns and a high-level overview of when cash balance plans may fit into a business owner’s retirement strategy. Link to tariff refund website: https://ace.cbp.gov/s/login/?ec=302&startURL=%2Fs%2F

    15 min
  2. The Biz Beat – Episode 38: Wisconsin Retirement Deduction, Tariff Refund Website, Tax Extensions

    MAR 18

    The Biz Beat – Episode 38: Wisconsin Retirement Deduction, Tariff Refund Website, Tax Extensions

    Lee and Eric discuss Wisconsin’s new retirement income deduction for seniors, how tariff refund claims and the upcoming website may impact importers and pricing, and what taxpayers should know before filing an extension. They also cover how federal OBBBA changes compare to state rules, and why an extension gives more time to file, not more time to pay.

    20 min
  3. The Biz Beat – Episode 37: Tariff Refund Claims, New IRS Deduction Form, Solo 401(k) 5500 Rules

    MAR 3

    The Biz Beat – Episode 37: Tariff Refund Claims, New IRS Deduction Form, Solo 401(k) 5500 Rules

    This episode covers a major update on tariffs, including uncertainty around whether previously paid tariffs could be refundable and what businesses should do now to evaluate their exposure. The team also discusses a newly released IRS form that consolidates above the line deductions tied to OBBBA changes, including items like tips, overtime, and an additional senior deduction. Finally, they answer a listener question on when a solo 401(k) must file Form 5500, including the $250,000 asset threshold and key deadlines.

    19 min
  4. The Biz Beat – Episode 36: FinCEN Reporting, Trump Accounts, Bonus Depreciation

    FEB 17

    The Biz Beat – Episode 36: FinCEN Reporting, Trump Accounts, Bonus Depreciation

    This episode covers recent changes in FinCEN reporting, including a new reporting requirement tied to certain residential real estate transactions without bank financing that begins March 1, 2026. Lee and Eric also share an update on Trump accounts, including timing for when accounts can be opened and new IRS draft reporting forms. They wrap with a mailbag question on bonus depreciation, including how it can apply to racehorses and other business assets like certain heavy SUVs.

    19 min
  5. The Biz Beat – Episode 35: Hospitality Outlook, Pricing Strategy, Tips and Overtime

    FEB 13

    The Biz Beat – Episode 35: Hospitality Outlook, Pricing Strategy, Tips and Overtime

    Lee Schwartz is joined by Nikki Gralapp to discuss what hospitality owners are seeing in 2026, including guest count trends and the continued impact of pricing volatility. They break down how restaurants are approaching menu pricing amid shifting food costs, plus what the One Big Beautiful Bill Act, OBBBA, may mean for no tax on tips, no tax on overtime, and employee questions during tax season. Nikki also explains how tip policies versus service charges can affect outcomes, and why franchise agreements can materially impact hotel and restaurant profitability.

    18 min
  6. The Biz Beat – Episode 34: AI For SMBs, Employee Policies, Data Security

    FEB 4

    The Biz Beat – Episode 34: AI For SMBs, Employee Policies, Data Security

    This episode takes a practical look at how small and mid-sized businesses are using AI, and why adoption looks different depending on the industry. Lee and Eric discuss why having an AI policy matters, especially around what employees should and should not put into AI tools, and how training can help teams use AI more effectively. They also touch on AI’s limitations, including the risk of inaccurate outputs, and whether using AI connects to R&D tax credit activity.

    19 min
  7. The Biz Beat – Episode 33: Tariffs Uncertainty, Tax Prep Efficiency, Family Trusts

    JAN 22

    The Biz Beat – Episode 33: Tariffs Uncertainty, Tax Prep Efficiency, Family Trusts

    This episode covers ongoing uncertainty around tariffs, including the pending Supreme Court case and how tariffs are being used in global negotiations. The discussion then shifts to practical tax season advice on how business owners can better prepare records to improve efficiency and reduce costs. The inbox question addresses what trusts are used for, focusing on asset protection, control, and estate planning basics rather than income tax savings.

    19 min
  8. The Biz Beat – Episode 32: Nonprofit Impacts, Charitable Deductions, Donor Strategy

    JAN 13

    The Biz Beat – Episode 32: Nonprofit Impacts, Charitable Deductions, Donor Strategy

    This week, Lee is joined by Kirsten Houghton, Principal and Head of SVA’s Nonprofit Group, to explore how the OBBBA affects nonprofit organizations. They break down key changes in charitable deductions, executive compensation, and donor communication strategies. Whether you're a nonprofit leader or a donor, there’s insight here for you.

    18 min
See All (39)

Ratings & Reviews

4.3
out of 5
6 Ratings

About

Stay ahead of what’s happening in business and tax with The Biz Beat by SVA. Hosted by SVA Sales Director Lee Schwartz and SVA CPA Principal Eric Trost, this weekly podcast delivers timely updates, practical advice, and expert takes on the latest changes impacting business owners and financial leaders. Whether it’s new legislation, tax strategies, or surprising deductions, we break it down so you can make informed decisions with confidence.

Information

  • Creator
    SVA Certified Public Accountants
  • Years Active
    2025 - 2026
  • Episodes
    39
  • Copyright
    © SVA Certified Public Accountants
  • Show Website
    The Biz Beat