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3Episodes
Category: Business

EisnerAmper podcasts are a great way for busy, on-the-go professionals to learn the ins and outs of timely business topics that matter: new tax regulations, cybersecurity, wealth management, capital investment and more. At home or at work, or during the commute or working out, EisnerAmper podcasts help you get down to business.

March 2, 2020

Qualified Opportunity Funds: Final(?) QOZ Guidance

In this inaugural podcast of Breaking Ground, real estate insights, Ken Weissenberg, Tax Partner and Co-Leader of EisnerAmper’s National Real Estate Group, shares insights from the latest round of Treasury and IRS guidance on QOFs, the impact these regulations could have on investors, and still-unresolved issues surrounding QOZ investing.

February 12, 2020

What Is An Outsourced CFO?

Dave Plaskow and Tim Schuster are joined by Lindsey Gross from EisnerAmper’s Outsourced Finance and Accounting services group to discuss what an outsourced CFO is, when would you want to outsource your CFO and how this can impact the Great Transition (silver tsunami).

February 11, 2020

VC Market Closes Out a Successful Decade

EisnerAmper’s Managing Director of Capital Markets Alan Wink looks at the dynamics of venture capital for the decade of the 2010s, lessons potential IPO candidates could learn, and how he sees the VC market evolving over the 2020s.

January 30, 2020

Lessons Learned in a Multi-Family Office

Jonathan Bergman from TAG Associates discusses Lessons Learned in a Multi-Family Office with Tim Schuster and Matt Kerzner.

January 30, 2020

Family Office Investments

Jonathan Bergman from TAG Associates discusses Family Office Investments with Tim Schuster and Matt Kerzner.

January 23, 2020

Interview with NYCON Chief Operating Officer Kelly Mathews

Candice Meth, National Leader for EisnerAmper’s Not-for-Profit Services Practice, sits down with Kelly Mathews, the COO for the New York Council of Nonprofits, for an in-depth discussion around best practices and recent observations with respect to not-for-profit governance.

January 14, 2020

5 Networking Tips Anyone Can Use

Engaging in small talk at a networking event can be enough to intimidate anyone. Isabella Brilliant, EisnerAmper HR specialist and Friends of the Firm administrator gives us her five proven tips for successful networking—along with a successful real-life example. As an added bonus, Isabella gives us an update on the Friends of the Firm recruiting program.

January 10, 2020

The 5 W’s of 1099s

In this episode, Tim Shuster, Jessie Cardona and Greg Bilecki, from EisnerAmper’s Private Business Services Group, discuss the who, what, when, where and whys of 1099 forms.

January 7, 2020

FMLA and Absence Management

In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the Family and Medical Leave act.

December 18, 2019

What Are The New Overtime Rules?

In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the new overtime rules.

December 16, 2019

Succession Planning Process: Growth and Values

Matt Kerzner and Tim Schuster discuss the third step in the process for succession planning, Growth and Values.

December 12, 2019

You’re Welcome to Send a Thank-You Note

In this Friends of the Firm podcast, we examine one of those little things that can make a big difference: the thank-you note. FOF Director and master connector Nkrumah Pierre shares his tied-and-true tips for what should be included in a thank-you note, the proper length, when to send one and more.

December 11, 2019

December 2019: Brexit Update

As we close out 2019, Robert Mirsky, head of EisnerAmper's London office and leader of the firm's Asset Management Group, takes a look at where we are in the Brexit process, the December U.K. general election, and what all this means for asset managers in both Great Britain and the U.S.

December 9, 2019

Year-End Planning

In this installment of “The Bottom Line,” EisnerAmper business consultant Tim Schuster offers company owners a few proactive things to think about as we approach the end of 2019. He covers taxes, budgeting, business structure and more.

November 22, 2019

Lessons Learned from the 2019 Tax Season

The 2017 Tax Cuts and Jobs Act changed the ground rules for both taxpayers and tax practitioners alike. In this podcast, Co-Leader of EisnerAmper’s Personal Wealth Advisors practice, Timothy Speiss, discusses what has surprised him the most, client sentiment, and what 2020 might have in store with respect to tax reform 2.0.

November 19, 2019

The Scourge of Occupational Fraud

Also known as workplace fraud, it includes assert misappropriation, corruption and financial statement fraud. While challenging to counter, this blog gives several effective tips to mitigate.

November 4, 2019

VC Activity Leveling Off; VC-Backed IPOs Surging

In this episode of “A Wink and a Glance at Venture Capital,” EisnerAmper Managing Director of Capital Markets Alan Wink recaps Q3 of 2019. Alan mentions a key record that was broken this year, mega deal momentum, and what he sees for the 2019 finishing line.

November 4, 2019

Succession Planning Process: Governance

Matt Kerzner and Tim Schuster discuss the second step in the process for succession planning, Governance.

November 1, 2019

Mitigating Fraud at Not-for-Profit Organizations

David Sumner, a director in EisnerAmper’s Financial Advisory Services Group talks about detecting and responding to fraud at not-for-profits. Useful advice for any type of organization, David discusses the factors that can set the stage for fraud, along with best practices to be proactive as well as how to respond to incidents of fraud should they occur.

October 31, 2019

The Importance of Verifying Employment Status

Meredith Brown and Kristen Whelan from ADP join Tim Schuster as they discuss the importance of hiring employees who can legally work in the United States.

October 30, 2019

A Cautionary Tale on Fraud

In this episode Dan Gibson, partner in EisnerAmper's Private Business Services Group, and Tim Schuster, Senior Manager, discuss real life examples of instances of fraud and the three factors that incentivize fraud.

October 24, 2019

State Tax Incentives – Do I Qualify?

In this episode of The Bottom Line, Tim Schuster and Steve Abbott, president of Abbott Consulting Group, discuss some of the ways your business can take advantage of state tax incentive programs, such as through relocation, investment and staff training.

October 16, 2019

Succession Planning Process: Transition & Exit Strategy

Matt Kerzner and Tim Schuster discuss the first step in the process for succession planning, the Transition/Exit Strategy.

October 16, 2019

Succession Planning Process: Roadmap to Successful Succession

Matt Kerzner and Tim Schuster discuss the six steps the Center for Family Business Excellence takes a client through regarding succession planning.

September 19, 2019

Did You Get an IRS Crypto Warning Letter?

The IRS sent a recent round of letters to cryptocurrency investors regarding their reporting obligations. Tim Speiss, Co-Leader of EisnerAmper’s Personal Wealth Group, discusses why someone would receive a warning letter, what they should do, penalties for failing to report, and the long-term tax outlook of cryptocurrency investment.