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Q&A Over Coffee

Q&A Over Coffee

Auteur(s): 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 Économie
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  • #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman

    #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman
    Sep 17 2025
    In this episode of Q&A Over Coffee, host Tom Pesch sits down with Tony Oman, Principal of Business Valuation & Transaction Advisory Services, to unpack a complex but important issue: how life insurance impacts business valuations after the recent Connelly Supreme Court case. Tom and Tony walk through how buy-sell agreements funded by life insurance traditionally worked to create liquidity and preserve continuity when a shareholder passes away—and why the Court’s ruling has now upended that approach. They explore the practical implications for privately held companies, from unexpected estate tax consequences to challenges in succession planning, and discuss potential strategies business owners can consider, including special-purpose entities, cross-insurance, and irrevocable life insurance trusts. Whether you’re a business owner, advisor, or just interested in how valuation and tax law intersect, this conversation highlights why proactive planning—and keeping those buy-sell agreements current—is critical.
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    30 min
  • #41: Busting Tax Myths with Lance Nieland and Tom Pesch

    #41: Busting Tax Myths with Lance Nieland and Tom Pesch
    Sep 3 2025
    #41: Busting Tax Myths with Lance Nieland and Tom Pesch by Olsen Thielen CPAs & Advisors
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    32 min
  • #40: Internal Controls with Michael Feriancek and Daniel Owens

    #40: Internal Controls with Michael Feriancek and Daniel Owens
    Aug 20 2025
    In this episode of Q&A Over Coffee, host Adam Hennen sits down with Audit Principal Daniel Owens and Audit Director Michael Feriancek to explore how businesses can strengthen internal controls while working within tight budgets. The discussion covers why internal controls are essential for financial accuracy, fraud prevention, and accountability, and why businesses and organizations in particular face challenges due to limited staffing and resources. Together, they share practical, cost-effective solutions—such as leveraging board oversight, recruiting volunteers, and using technology tools like QuickBooks and Bill.com—to improve safeguards without overspending. The episode also highlights common problem areas like segregation of duties, payroll, and vendor management, and offers insights on red flags that may signal failing controls. Throughout, the message is clear: internal controls aren’t a one-time task but an ongoing journey that evolves as a business grows and changes.
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    36 min
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