Welcome to another episode of "The Balancing Act", where we explore life and long-term care insurance and what it is, and why businesses need it. With us are Lara Buitrago from SingerLewak Business Solutions Group and the Managing Director of Life/Long Term Care at BGA Insurance. We discuss popular types of life insurance, life insurance with savings, long-term care, and its potential legislative approaches. We also explore the relevance of this issue to business owners and the tax implications of premiums.   Gain insights into end-of-life care, long-term care options, costs, and benefits ..read more

Episode 12 | Business Buzzcast: Business Success Through Relationship Management In this episode, Lara Buitrago, a Partner of SingerLewak's Business Solutions group, joins David Ackert, the CEO of Ackert Inc., for a dynamic conversation. David is not only the mastermind behind PipelinePlus, a powerful business development tool but also a seasoned executive coach with expertise in business development strategy assessments. Together, they delve into the world of relationship management, discussing why relationships are a vital asset for business owners and providing valuable insights on managing ..read more

Episode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner Join Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilities in guiding their organizations along the Cybersecurity Maturity continuum. This podcast is not intended to scare you about Cybersecurity, but rather to provide practical insights into why a Cybersecurity Program is necessary and how to initiate one correctly. This discussion follows the theme of a previous Balancing Act podcast in which Bob spoke with ..read more

Episode 9: Better Leaders, Better Companies, Better Lives   A conversation with Xan Pearson, CEO & President of the Colorado Thought Leaders Forum and Ed Schenkein, Assurance & Advisory Partner at SingerLewak. An inquiry that reveals how leadership growth and development elevates individuals, teams, businesses, communities.   Questions or feedback? Reach out to Ed Schekein eschenkein@singerlewak.com Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠ Follow us on LinkedIn for updates: ⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠ Subscribe ..read more

Episode 1: Digital Transformation and the “Human” element: How to ensure your staff will adopt and champion the results from your next ERP or CRM project We are joined by Partner Bob Green who founded the SL Business Informatics division at SingerLewak and guest speaker Dr. Jeremy Lurey, Ph.D., expert at organizational change management and organizational development and serves as SL Business Informatics’ Digital Transformation Change Management Lead Advisor. In this episode, we discuss: Why adoption is in the top 3 factors for ERP and CRM project success, yet why it's so difficult to achieve ..read more

Episode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce" ERP Project ahead? Want the best from your chosen vendors? Remember that these projects are a 2-way street. You want to be satisfied, and so do your vendors – particularly if you want to have them available to have you optimize their solution for years ahead. We interview 2 of our favorite ERP reseller CXO’s for a rare chat about what they would want you to know about what it’s like to sell, implement and work on projects for you – and how to build meaningful partnerships with th ..read more

Episode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm. Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers and acquisitions. Jim has client service responsibilities in the business sectors of Investor-Backed Private Companies, Family-Owned Companies, as well as Public Companies. Questions or feedback? Reac ..read more

Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth.  Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail In his book, Paul Carroll provides a weal ..read more

Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso Trends in the global cybersecurity landscape How ISC2’s certification and education mission is improving our collective capabilities to combat cybercrime What's next in cyber defense? Share some good news - and what risks we should be worrying about Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: ⁠⁠bgreen@singerlewak.com⁠⁠ Visit our website:⁠⁠ https://singerlewak.com/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠ Subscribe t ..read more

Episode 4: Introduction to SingerLewak's International Practice In this episode you will learn: 1. What is the International Practice and its objectives? 2. What international services we provide here at SingerLewak? 3. Why should someone work with the International Practice? Questions or feedback? Reach out to Robin H. Park rpark@singerlewak.com⁠⁠ Visit our website:⁠⁠ https://singerlewak.com/⁠⁠ Follow us on LinkedIn for updates: ⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠ Subscribe to our YouTube channel: ⁠⁠https://www.youtube.com/@SingerLewak/featured ..read more