Épisodes

  • #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
  • #39: Trust and Estates with Adam Thielen and Andrew Knewtson

    #39: Trust and Estates with Adam Thielen and Andrew Knewtson
    Aug 6 2025
    In this episode, host Tom Pesch is joined by Adam Thielen, Principal in Olsen Thielen’s estate and trust group, and Andrew Knewtson, Tax Senior and Enrolled Agent, for a deep dive into what really happens when someone passes away. They unpack the first steps families should take, key documents to gather, timelines for estate administration, and important tax deadlines. The team also discusses federal and Minnesota estate tax updates, trust planning strategies, and common pitfalls to avoid. Whether you're a personal representative, business owner, or just planning ahead, this episode offers practical insights and professional guidance.
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    36 min
  • #38: Managing your Not For Profit During Uncertainty with Pat Powers and Dan Owens

    #38: Managing your Not For Profit During Uncertainty with Pat Powers and Dan Owens
    Jul 23 2025
    In this episode, Olsen Thielen's Not For Profit practice leaders and Audit Principals Dan Owens and Pat Powers share proven strategies for managing nonprofit organizations during times of economic uncertainty. They discuss the biggest challenges facing nonprofits today, how recent changes in federal and state funding are impacting organizations, and practical budgeting recommendations for maintaining stability. The conversation also covers effective communication strategies for engaging with board members, staff, and donors during challenging periods, the importance of regular financial health assessments, and key metrics that deserve closer monitoring.
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    34 min
  • #37: The One Big Beautiful Bill Has Passed - Now What?

    #37: The One Big Beautiful Bill Has Passed - Now What?
    Jul 11 2025
    With the recent passing of the "One Big Beautiful Bill" on July 4th, our team revisits the bill, the latest updates, common misconceptions we’ve been hearing, and the major takeaways for listeners. Join us as once again our host, Tom Pesch and Tax Principals Matt Klein and Charlie Sparks, break down these tax components of the bill and discuss how these changes are going to affect businesses and individual taxpayers. The content of this podcast is for informational purposes only. We encourage our listeners to consult with a qualified professional for advice tailored to their specific circumstances.
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    35 min
  • #36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks

    #36: Understanding the "One Big Beautiful Bill" with Matt Klein and Charlie Sparks
    Jun 20 2025
    This episode was recorded on Monday, June 16th, 2025. The “One Big Beautiful Bill” and related topics covered in this episode include discussions about legislative policies that are still in process. Our host, Tom Pesch, is joined by Tax Principals Matt Klein and Charlie Sparks to break down the tax components of the bill and discuss how these changes would affect businesses and individual taxpayers. The information provided in this podcast is for informational purposes only, and we encourage all listeners to continue to monitor the current status and inclusions of the bill as it progresses through legislation.
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    31 min
  • Flights: Fraud pt. 4: Inventory and Asset Fraud

    Flights: Fraud pt. 4: Inventory and Asset Fraud
    Mar 10 2025
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part four of our Flights: Fraud series, Adam and Andrea cover inventory and asset fraud. They cover several signs of inventory fraud beyond just discovering a missing item.
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    14 min