『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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概要

 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
エピソード
  • #45: Transaction Advisory & Quality of Earnings with Tony Oman and Brett Olsen

    #45: Transaction Advisory & Quality of Earnings with Tony Oman and Brett Olsen
    2025/12/29
    To close out this season of Q&A Over Coffee, host Adam Hennen is joined by Audit Principal Brett Olson and Valuation Principal Tony Oman for a practical discussion on Transaction Advisory Services (TAS) and Quality of Earnings (QoE). Together, they walk through the M&A process from both the buyer’s and seller’s perspectives, explaining how valuation, financial diligence, adjusted EBITDA, and working capital impact deal structure and outcomes. The conversation highlights common pitfalls uncovered during due diligence, the importance of early preparation, and why a well-executed QoE can be a critical investment in maximizing value and reducing risk in a transaction.
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    36 分
  • 44: Year-End Tax Planning with Charlie Sparks and Tom Pesch

    44: Year-End Tax Planning with Charlie Sparks and Tom Pesch
    2025/11/06
    In this episode, host Matt Klein sits down with Olsen Thielen Principals Charlie Sparks and Tom Pesch to discuss year-end tax planning strategies as 2025 winds down. The conversation covers key updates from the recently passed One Big Beautiful Bill Act, including extensions and expansions related to the Tax Cuts and Jobs Act. We cover timely topics such as charitable giving strategies, including qualified charitable distributions, donor-advised funds, and bunching deductions, as well as the expanded state and local tax (SALT) deduction limits. They also explore business-focused opportunities like R&D expensing, Section 179 and bonus depreciation changes, and proactive planning for high-income earners. Wrapping up, they stress the importance of fall as the most valuable time for tax planning, highlighting practical reminders on managing withholding, capital gains, and IRS filing expectations amid staffing shortages.
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    34 分
  • 43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown

    43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown
    2025/10/21
    In this episode, recorded on Friday, October 17th, Principals Adam Hennen and Daniel Owens discuss the ongoing government shutdown—now entering its third week—and the broad ripple effects it’s having on businesses, consumers, and the economy. They explore how shutdowns happen, their historical context, and the immediate impacts on key federal agencies like the IRS, SEC, and Department of Labor. They also unpack what the shutdown means for industries that rely on government contracts or funding, as well as the potential slowdown in lending, supply chains, and consumer spending.
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    29 分
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