Q&A Over Coffee

By: Olsen Thielen CPAs & Advisors
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  • Summary

  • 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.
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Economics
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Episodes
  • #32: Employee Retention with Vanessa Foy

    #32: Employee Retention with Vanessa Foy
    Sep 18 2024
    In this episode of Q&A Over Coffee, we are joined by our highly experienced HR Director, Vanessa Foy. With a diverse background spanning multiple professional service industries—from CPA firms to marketing agencies—Vanessa offers valuable insights into the retention challenges many firms face today. She shares actionable strategies for addressing these issues, particularly in a hybrid work environment, emphasizing the importance of understanding workplace culture, fostering transparency, and maintaining clear communication. We highly recommend tuning in, as retention is a critical and cost-effective practice that every business should prioritize.
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    29 mins
  • #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer

    #31: The Sunset of Current Tax Laws with Scott Hoyles and Joe Mayer
    Aug 21 2024
    With the upcoming sunset of the Tax Cuts and Jobs Act, a piece of legilation that was signed into law in 2017, many tax payers are curious as to what they could expect for next year. To help clarify the situation, our Tax Principals, Scott Hoyles and Joe Mayer, will provide background information and offer guidance on how to prepare as we head into a new election cycle. While there are many uncertainties, it's clear that several business entities and individuals will be impacted more significantly than others. Scott and Joe will share recommendations for those in different circumstances and serve as valuable resources as we approach this transition.
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    33 mins
  • #30: My Accountant is Retiring with Magen Koepp

    #30: My Accountant is Retiring with Magen Koepp
    Jul 31 2024
    In the latest episode of Q&A Over Coffee, our host, Adam Hennen, is joined by Magen Koepp, Principal of Audit and ERISA. They discuss a pressing issue: 70% of current CPAs are expected to retire in the next decade. What should we do to prepare? Magen and Adam guide us through the process, from managing transition periods to transferring administrative responsibilities. Organizations with in-house accountants need to be aware of this shift. One popular solution is hiring a “Fractional CFO,” which is ideal for small businesses that require CFO services only part of the year. Additionally, Magen and Adam offer insights on finding the right accountant by matching your needs to their expertise. They delve into proactive planning strategies to address the inevitable retirement of your CPA.
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    34 mins

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