『Q&A Over Coffee』のカバーアート

Q&A Over Coffee

Q&A Over Coffee

著者： Olsen Thielen CPAs & Advisors
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 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.All rights reserved 経済学
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  • #41: Busting Tax Myths with Lance Nieland and Tom Pesch

    #41: Busting Tax Myths with Lance Nieland and Tom Pesch
    2025/09/03
    #41: Busting Tax Myths with Lance Nieland and Tom Pesch by Olsen Thielen CPAs & Advisors
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    32 分
  • #40: Internal Controls with Michael Feriancek and Daniel Owens

    #40: Internal Controls with Michael Feriancek and Daniel Owens
    2025/08/20
    In this episode of Q&A Over Coffee, host Adam Hennen sits down with Audit Principal Daniel Owens and Audit Director Michael Feriancek to explore how businesses can strengthen internal controls while working within tight budgets. The discussion covers why internal controls are essential for financial accuracy, fraud prevention, and accountability, and why businesses and organizations in particular face challenges due to limited staffing and resources. Together, they share practical, cost-effective solutions—such as leveraging board oversight, recruiting volunteers, and using technology tools like QuickBooks and Bill.com—to improve safeguards without overspending. The episode also highlights common problem areas like segregation of duties, payroll, and vendor management, and offers insights on red flags that may signal failing controls. Throughout, the message is clear: internal controls aren’t a one-time task but an ongoing journey that evolves as a business grows and changes.
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    36 分
  • #39: Trust and Estates with Adam Thielen and Andrew Knewtson

    #39: Trust and Estates with Adam Thielen and Andrew Knewtson
    2025/08/06
    In this episode, host Tom Pesch is joined by Adam Thielen, Principal in Olsen Thielen’s estate and trust group, and Andrew Knewtson, Tax Senior and Enrolled Agent, for a deep dive into what really happens when someone passes away. They unpack the first steps families should take, key documents to gather, timelines for estate administration, and important tax deadlines. The team also discusses federal and Minnesota estate tax updates, trust planning strategies, and common pitfalls to avoid. Whether you're a personal representative, business owner, or just planning ahead, this episode offers practical insights and professional guidance.
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    36 分
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