The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory

Hosted by SingerLewak

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Latest episode

Oct 2026

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EN-US

About the show

The Balancing Act Podcast with SingerLewak explores the intersection of accounting, tax, audit, advisory, technology, cybersecurity, and business strategy. Featuring conversations with SingerLewak professionals and industry leaders, episodes cover tax strategy, international tax, transfer pricing, tariffs, forensic accounting, receiverships, AI, ERP implementation, IPO readiness, executive compensation, M&A, and emerging issues across a wide range of industries.

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46 recent

October 22, 202625 min

Tariff Refunds

In this episode, Robin H. Park J.D., LL.M., Esq., Daniel Scheinfeld, and international trade attorney Michael Jackson of Sandler, Travis & Rosenberg discuss the latest developments in U.S. tariffs, customs enforcement, and tariff refund opportunities. Learn how recent legal decisions are impacting importers, what businesses should know about IEEPA tariff refunds, and why HTS classifications, importer of record requirements, and customs compliance are more important than ever. For businesses navigating global trade challenges, the SingerLewak International Group provides guidance on international tax, customs, tariffs, transfer pricing, and cross-border compliance strategies. Visit our International Services page to learn more and connect with our team: https://www.singerlewak.com/international-tax-campaign/ Follow us on LinkedIn for updates : ⁠⁠SingerLewak LLP | LinkedIn⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts : The Balancing Act Podcast with SingerLewak | Podcast on Spotify Subscribe to our YouTube channel: ⁠⁠www.youtube.com/@SingerLewak

September 24, 202653 min

Navigating Trust Accounting Disputes Successfully

Trust accountings are intended to provide transparency, but they can also become a focal point for disputes between trustees and beneficiaries. In this episode of The Balancing Act podcast, Jessica Nadler, JD, CPA, Partner and Leader of SingerLewak’s Trust & Estate Practice, sits down with Kendal Fletcher and Bryan M. Wittlin, Partners in Sheppard's Fiduciary Litigation Group, to discuss the intersection of trust accountings and trust litigation. Together, they explore common sources of conflict, fiduciary duties and beneficiary rights, what beneficiaries should expect from a trust accounting, and some of the practical issues that arise during trust administration. They also discuss how clear communication and transparency can help identify issues early and potentially reduce the likelihood of disputes. Numbers Don't Lie Series: ⁠singerlewak.com/numbers-dont-lie/⁠ Follow us on LinkedIn for updates : ⁠SingerLewak LLP | LinkedIn⁠ Subscribe to our podcast on Spotify or Apple Podcasts : The Balancing Act Podcast with SingerLewak | Podcast on Spotify Subscribe to our YouTube channel: ⁠www.youtube.com/@SingerLewak

August 20, 202629 min

Inside Receiverships

What happens when a court appoints someone to take control of a troubled business or disputed assets? In this episode of Numbers Don't Lie, Brian Landau, CPA, Partner of the SLBiggs division of SingerLewak, sits down with Stephen Donell, CCIM, CPM, President of FedReceiver, to demystify the world of receiverships. Brian and Steve discuss when receivers are appointed, how receiverships differ from bankruptcy, the role receivers play in SEC and FTC enforcement actions, and the challenges of managing and preserving assets on behalf of investors and consumers. Their conversation provides a detailed look at what receivers do after an appointment, including the financial, operational, and legal challenges they face when managing businesses and assets under court supervision. Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/ Follow us on LinkedIn for updates : SingerLewak LLP | LinkedIn Subscribe to our podcast on Spotify or Apple Podcasts : The Balancing Act Podcast with SingerLewak | Podcast on Spotify Subscribe to our YouTube channel: www.youtube.com/@SingerLewak

July 23, 202620 min

Forensic Accounting Explained

Money leaves a trail, even when someone works hard to hide it. In the first episode of our three-part Numbers Don't Lie series, Mark Dennis, Jessica Nadler, and Brian Landau explore how forensic accounting uncovers the facts behind fraud allegations, business disputes, family disputes, and concealed assets. The team explains how forensic accounting differs from traditional accounting and auditing, highlights common financial red flags, and shares real-world examples of how investigators trace transactions, reconstruct records, and follow the money to uncover facts others may overlook. Whether you're a business owner, attorney, creditor, trustee, or simply interested in financial investigations, this episode provides practical insight into how forensic accountants analyze complex financial issues, separate fact from allegation, and provide the financial evidence needed to support informed decisions. Numbers Don't Lie Series: singerlewak.com/numbers-dont-lie/ Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠⁠

June 18, 202640 min

Data & AI Readiness: Turning Data into Actionable Intelligence

In this episode of SingerLewak’s Balancing Act , we explore AI data readiness and what it takes to move from hype to real business impact. Bob Green, Lara Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance. The key takeaway: AI is only as powerful as the data behind it. Learn how clean, well-structured data—and the right strategy—can set your organization up for successful, secure AI adoption. Connect with ⁠SL Business Informatics⁠ team to learn how your organization can adapt in an AI-data landscape Connect with SingerLewak's Business Solutions Group Readiness Roadmap Series: ⁠⁠https://singerlewak.com/the-readiness-roadmap/⁠⁠ Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠⁠

May 21, 202644 min

How Escalating AI & Cybersecurity Impact Your Business

Artificial intelligence is accelerating a new cybersecurity arms race, with attackers launching more sophisticated, scalable attacks and organizations racing to keep up with AI-enabled defenses. In this episode of The Balancing Act , Bob Green, SL Business Informatics Practice Leader, is joined by Eric Rockwell, Cybersecurity Advisory, and Jeff Gulick, Senior Security Consultant, to discuss how AI is reshaping both sides of the cybersecurity battle. From deepfakes to faster vulnerability discovery, they explore how attackers are gaining an edge—and how businesses can respond with smarter detection, faster triage, and stronger risk prioritization. Connect with SingerLewak’s Cybersecurity team to learn how your organization can adapt in an increasingly AI-driven threat landscape: SL Business Informatics Readiness Roadmap Series: ⁠https://singerlewak.com/the-readiness-roadmap/⁠ Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

April 23, 202639 min

IPO Readiness: Key Considerations for Going Public

Taking a company public is a transformative moment—but one that comes with complex legal, tax, accounting, and regulatory challenges. In this episode of The Balancing Act , host Mike Mondelli, Director in SingerLewak’s Tax Advisory Group, is joined by Eric Weis and David Finkelstein of SingerLewak, along with special guest Steve Stokdyk, partner at Latham & Watkins and attorney on more than 100 IPOs. Together, they break down what companies really need to know to prepare for an IPO, including: Why early planning is critical to avoiding costly tax and regulatory pitfalls How SEC scrutiny has evolved—and where regulators are still focused The importance of PCAOB audits and internal readiness Common missteps that delay IPO timelines Practical advice for CFOs and leadership teams navigating the process 🔗 SOX, Internal Audit & Risk Services: https://singerlewak.com/sox-audit-and-risk-services/ 🔗 Readiness Roadmap Series: https://singerlewak.com/the-readiness-roadmap/ 🔗 Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

March 19, 202638 min

Tax Insights for 2025 Filing Season

Major tax changes are here for the 2025 filing season. In this episode of The Balancing Act , Mike Mondelli and Ryan Nance break down key provisions from the One Big Beautiful Bill Act—including no tax on tips , no tax on overtime , new car loan interest rules, the enhanced senior deduction, and the new Schedule 1A. If you want to understand how these changes could impact your return and avoid common first‑year mistakes, listen now, share with someone who may be affected, and talk to your tax advisor about how these rules apply to you. For general informational purposes only. 🔗 Tax Advisory Services: https://singerlewak.com/tax-advisory/ 🔗 Building Blocks for Business Success Series: https://singerlewak.com/building-blocks-for-business-success/ 🔗 Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

February 19, 202624 min

Executive Compensation

In this episode of The Balancing Act Podcast, Mike Mondelli, Director in SingerLewak’s Tax Advisory Group , sits down with Harriet Oberman, Tax Partner at SingerLewak , and Susan Schroeder, Partner at Compensation Advisory Partners , for a clear and practical discussion on executive compensation strategy. They explore how organizations can design compensation programs that support long‑term growth, retain top talent, and align leadership with company values. The conversation covers topics such as phantom equity, long‑term cash incentives, governance considerations, pay transparency, and how compensation plans are handled during ownership changes or succession events. This episode is ideal for leaders in private companies, family‑owned businesses, and nonprofits looking to build or refine effective executive compensation structures. 🔗 Building Blocks for Business Success Series: Building Blocks for Business Success 🔗 Follow us on LinkedIn for updates : ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/singerlewak-llp/⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our podcast on Spotify or Apple Podcasts : ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Balancing Act Podcast with SingerLewak | Podcast on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔗 Subscribe to our YouTube channel: ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/@SingerLewak⁠⁠

January 22, 202625 min

Maximizing R&D Tax Credits

In this episode of The Balancing Act podcast, the SingerLewak team breaks down what business owners need to know about leveraging the federal R&D Tax Credit in 2026. Host Mike Mondelli is joined by Eric Lake, Tax Partner, Cecilia Sanudo, Audit & Assurance Director, and Lydia Clowney, Tax Director for a discussion on how companies can identify qualifying activities, navigate recent legislative changes, and maximize available tax benefits. The conversation covers the fundamentals of the U.S. Federal R&D Tax Credit, including the four-part test, eligible expense categories, and common misconceptions about who qualifies. The team also addresses how the Tax Cuts and Jobs Act, the OB3 legislation, and the new §174A rules affect expensing, capitalization, and year‑end planning for both small businesses and established companies. Listeners will learn: What types of activities and expenses typically qualify for the R&D credit How recent legislation impacts the treatment of research and experimental expenses What small businesses should know about immediate expensing and refund opportunities The importance of early-year planning and documentation When it makes sense to pursue an R&D study and what partners should look for as indicators