Future-Focused Advisory

Hosted by WilkinGuttenplan

BusinessInterviews guests

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Episodes

Latest episode

Jan 2026

Language

EN-US

About the show

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.

Listen to episodes

36 recent

January 6, 2026Episode 918 min

Going Global: The Must-Know Rules of International Expansion

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 guidance to help companies evaluate opportunities, manage risk, and avoid costly mistakes as they scale. If global growth is part of your 2026 strategy, this episode offers a clear starting point for smart, confident planning.

September 29, 2025Episode 824 min

Audit Readiness: Best Practices for Employee Benefit Plans

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 and audit-ready.

September 2, 2025Episode 725 min

One Big Beautiful Bill Explained: What the New Tax Law Means for Businesses and Investors

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.

August 5, 2025Episode 626 min

Financial Planning & Analysis: Manage Cash Flow, Cut Costs, and Grow Revenue

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.

July 8, 2025Episode 530 min

M&A Essentials: Navigating Due Diligence with Confidence

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 value. For sellers, a well-prepared due diligence process builds trust, protects the sale price, and keeps the deal moving forward. Together, they break down how strategic due diligence creates clarity, confidence, and stronger outcomes for both sides of the transaction.

July 2, 2025Episode 425 min

M&A Essentials: What Drives Business Valuation

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.

June 9, 2025Episode 319 min

Planning Your Exit: Succession Strategies

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.

May 27, 2025Episode 225 min

Estate Planning Essentials: What You Should Be Thinking About Now Part Two

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 complex, making it practical, actionable, and easy to understand.Whether you’re advising clients or planning your legacy, this episode offers expert insights you won’t want to miss.*Please note that in the discussion about testamentary trusts, when revocable trusts are mentioned, that is a reference to provisions within a revocable trust that can create testamentary trusts. Revocable trusts are inter vivos trusts typically funded during the grantor’s lifetime, with additional transfers from the grantor’s estate sometimes occurring after the grantor’s death.*

May 13, 2025Episode 118 min

Estate Planning Essentials: What You Should Be Thinking About Now Part One

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.

November 5, 2024Episode 1020 min

Year-End Accounting Considerations

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 reporting deadlines.