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Future-Focused Advisory is the go-to podcast where seasoned accountants deliver high-impact financial insights and strategic guidance that empower business owners, professionals, and individuals to manage wealth and make confident decisions.
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In this episode, we discuss what business owners should consider when expanding into global markets, from testing international demand and protecting intellectual property to structuring operations for tax efficiency both in the U.S. and abroad. WG Shareholder, Vinay Navani, shares practical guidan…
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In this episode, we break down what plan sponsors need to know about employee benefit plan audits and year-round fiduciary best practices, including investment reviews, committee governance, monitoring service providers, cybersecurity, and avoiding common compliance pitfalls so plans stay strong an…
In this episode, we break down recent tax changes, including the permanence of certain TCJA rules, the return of 100% bonus depreciation, Section 1202 expansion, SALT cap updates, and the estate tax exemption, and what they mean for long-term planning.
In this episode, Manager Juan Arana, CPA, joins host Chris Frederick, CPA, to explore how financial planning and analysis (FP&A) helps business owners boost revenue, cut costs, and drive profitability, plus how to build a successful strategy in your own business.
In part two of our M&A Essentials series, host Chris Frederick, CPA, and Shareholder Karen Artasanchez, CPA, MST, dive into the critical role of due diligence. It’s the make-or-break stage of any M&A deal—giving buyers the chance to verify information, uncover risks, and confirm…
In part one, host Chris Frederick, CPA, and shareholder Karen Artasanchez, CPA, MST, explore what drives a company’s valuation, uncovering what investors and acquirers look for and how you can shape your business to increase its value.
Most business owners will eventually face the same question: what’s next? Our latest podcast episode with host Chris Frederick, CPA and guest Bill McDevitt, CPA, CVA dives into the essentials of business succession planning and how the right plan can protect what you’ve built.
In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testamentary planning, Christine breaks down the comple…
Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential steps to protect your legacy and plan for the future.
Join host Chris Frederick and manager Juan Arana as they discuss the actions businesses can take now to ensure a strong finish to the 2024 year-end reporting and start to the new year. They share practical tips for businesses to stay proactive with their accounting and how to get ready for upcoming…
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