『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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  • #46: The One Big Beautiful Bill Act: Lessons Learned with Charlie Sparks and Zach Deo

    #46: The One Big Beautiful Bill Act: Lessons Learned with Charlie Sparks and Zach Deo
    2026/05/27
    Q&A Over Coffee kicks off 2026! Host Tom Pesch is joined by our tax professionals, Principal Charlie Sparks and Director Zach Deo, to break down the impact of the “One Big Beautiful Act” tax legislation following its first full filing season. The discussion explores how the tax bill affected taxpayers differently depending on income levels, deductions, and business structures, with a strong emphasis on the growing importance of proactive tax planning. The episode closes with what taxpayers and advisors should watch moving forward into 2027. Listen in for practical insights and planning considerations to help individuals and businesses prepare for the evolving tax landscape ahead.
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    33 分
  • #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
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