Podcast appearances and mentions of baker tilly

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. With Californians increasingly seeking refuge in lower-tax states, this episode promises to equip you with essential knowledge for a successful transition. Unravel the complexities of establishing new roots beyond California's borders as Chris walks us through the meticulous steps required to substantiate your new residency claim. From obtaining a driver's license to actively participating in local community life, each action plays a crucial role in convincing the Franchise Tax Board of your move's permanency. We also touch on how these changes can affect your charitable giving habits, potentially shifting your support to organizations within your new home state. Don't miss Chris's expert advice on maintaining proper documentation and timing your financial transactions to avoid unwanted scrutiny during residency audits. Concluding our conversation, Chris offers invaluable insights on managing the emotional and practical aspects of selling a family home when relocating. Chris clearly demonstrates his commitment to providing top-notch guidance to clients both within and outside California. Listening, you'll hear the benefit of his wealth of experience and ensure you're prepared for any potential tax obligations that may arise as you embark on your new adventure. Contact Chris at chris.parker@bakertilly.com or call Chris: 916-503-8266 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Tax and Relocation Services Conversation Chris Parker from Moss Adams discusses tax-compliant relocation services for Californians, the firm's merger with Baker Tilly, and the trend of Californians moving to lower-tax states. (11:46) Establishing Residency in a New State Timing, residency verification, and impact on charitable giving are important considerations when relocating from California. (24:00) Residency and Tax Considerations for Relocation Understanding tax implications and residency rules when selling a family home and moving to a new state. (38:20) Residency Audit and Tax Advice Nature's residency challenges when moving from CA to another state, including FTB audits and maintaining consistent activity patterns. (44:20) Expert Advice From Chris Parker Nature's financial advice from Chris Parker of Moss Adams, upcoming merger with Baker Tilly, and gratitude for his contributions.

Podcast del programa Imagen Empresarial transmitido originalmente el 10 de junio del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Juan Pablo Ríos y Valles, director de Asuntos Públicos y Comunicación de Michelin México y Centroamérica y presidente de la Cámara Nacional de la Industria Hulera Tema: Cierre de planta Entrevista: Pedro Canabal, socio de Baker Tilly y catedrático de la Universidad Panamericana Tema: Plan México: ¿el mecanismo estratégico para los negocios ante la guerra comercial?

Podcast del programa Imagen Empresarial transmitido originalmente el 23 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Miguel Del Olmo, socio director de Consultoría de Baker Tilly en México y Jaime Ortega, socio de Consultoría de Baker Tilly en México Tema: Fusiones y Adquisiciones en México este 2025 Lo más destacado de M&A

Podcast del programa Imagen Empresarial transmitido originalmente el 19 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: José Roberto Solano Pérez, Gerente de Análisis Económico, Cambiario y Bursátil en Monex Tema: **¿Qué percepción tienen los inversionistas del entorno económico y bursátil, después de una semana previa positiva? **¿Qué datos económicos esperar para la semana? Entrevista: Humberto Rojas, socio de Consultoría de Baker Tilly en México Tema: Fusiones y Adquisiciones en México este 2025

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse.  Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizing strategy over aimless “accumulation.” Alan Whitman is a seasoned leader in the accounting and advisory industry, known for his transformative role as the former CEO and Chairman of Baker Tilly. As leader, he successfully scaled the organization from $475 million to $1.5 billion, demonstrating a keen understanding of strategic growth and operational maturity.  Currently, Alan runs an advisory practice where he shares his expertise in scaling firms and implementing best practices for growth. He is a sought-after speaker and thought leader, regularly publishing insights on leadership and organizational development through his weekly newsletter.  Alan is also active on LinkedIn, where he connects with professionals across the industry.

How can you secure your business against digital threats?  Dive into the world of cybersecurity with Frankie Loreto, Sarah Netley, and their special guest, Blair Brown, in this episode of “From the Source.” Blair, who heads the digital services group at Baker Tilly, shares insights into the evolving cyber threat landscape, with a particular focus … Read More Read More

Podcast del programa Imagen Empresarial transmitido originalmente el 6 de mayo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Pedro Canabal, socio de Baker Tilly y Exadministrador Central de Planeación de Comercio Exterior del SAT Tema: Aranceles de EU y el Plan México

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today I'm joined by David Sacarelos, a principal at Baker Tilly. We do a deep dive into the penalties under the Internal Revenue Code sections that apply to insider transactions involving private foundations. Using a recently issued IRS Chief Counsel memorandum, we look at the circumstances of loans by a private foundation that led to significant penalties for indirect self-dealing and jeopardizing investments. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel David M. Sacarelos, CPA, CGMA, Principal, Baker Tilly US, LLP Chief Counsel Memo 202504014 IRS Form 4720   EO Radio Show #117: REFRESH Nonprofit Basics: Insider Transactions and Nonprofits Farella YouTube podcast channel Clarifying Notes: (17:06) The $20,000 maximum first-tier tax imposed on foundation managers is not indexed for inflation. (20:59) Per Rev. Ruling 78-76, a private foundation trustee was determined to have participated in a self-dealing transaction both as a disqualified person and as a foundation manager. Consequently, he was found liable for both the tax imposed on self-dealing under IRC Sec. 4941(a) and the tax imposed on foundation managers under IRC Sec. 4941(a)(2). Depending on the facts and circumstances, it is possible to be taxed both as foundation manager and as a disqualified person. If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Recorded live at the 2025 GeekWire Awards in Seattle, this episode features industry leaders navigating a shifting tech and political landscape. Amid celebrations of AI breakthroughs, startup milestones, and community-building, guests discuss deeper concerns: capital flight, regulatory headwinds, and what the region needs to retain its innovation edge. Featured on the show: Ambika Singh, founder and CEO of Armoire (Workplace of the Year winner) Joseph Williams, Washington State Department of Commerce (Public Policy Champion for Innovation) Emer Dooley, Creative Destruction Lab, University of Washington (Geeks Give Back honoree) Laura Ruderman, CEO of the Technology Alliance Aviel Ginzburg, co-founder at Foundations (Geeks Give Back honoree) Anand Subbaraj, CEO of Zuper (CEO of the Year finalist) Related coverage: GeekWire Awards 2025 revealed: Community ‘alive and well’ at annual celebration of best in tech Photos: Inside the GeekWire Awards, where it was ‘game on’ for a night of networking and more Presented by Astound Business Solutions, with category sponsors BECU, Baker Tilly, JLL, WTIA, Alltech, Wilson Sonsini, and First Tech. With GeekWire co-founder Todd Bishop.See omnystudio.com/listener for privacy information.

In this podcast episode, Anthony and Stephen unpack the return of mega mergers, from Capital One's $35.5bn takeover of Discover Financial to Nomura's strategic $2bn acquisition.Plus, they dive into why private equity is reshaping the accountancy world through massive consolidation plays like Baker Tilly and Grant Thornton.Whether you're aiming for banking, asset management, accounting, private equity, or advisory, this is essential insight to stay ahead of the curve.(00:00) Introduction to M&A Deals(02:05) Capital One's $35.5 Billion Acquisition(09:02) Nomura's Strategic Acquisition of Macquarie(16:00) Baker Tilly's Acquisition of Moss Adams(25:50) Grant Thornton's Fragmented Structure and PE Involvement***Take a free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...

A Loop office tower developer is planning a restaurant on Randolph. Crain's reporter Ally Marotti talks about the move with host Amy Guth.Plus: Bears' Arlington Heights stadium push hits "significant milestone," Baker Tilly merging with Moss Adams to create sixth-biggest U.S. accounting firm, developer pitches 30-story apartment tower for Fulton Market site and Thoma Bravo buys Boeing digital businesses for $10.6 billion.

Ries McQuillan, Senior Manager of Business Development at Baker Tilly, joins us to talk about his unconventional path from selling Cutco knives to becoming a relationship-driven leader in Boston's startup ecosystem. In this episode, we dive into how Reese built a career on partnerships, why patience is critical in sales, and how Baker Tilly supports startups—from pre-seed through IPO. Whether you're a founder, ecosystem connector, or just love a good startup story, this one's for you.  

In this episode of BuzzHouse, host Garrick Gibson welcomes Jolena Presti, managing director in Baker Tilly's development and community advisory practice, to break down what's really working in the fight to fix our housing crisis. With state and local governments shifting policies and communities leaning into strategic land reuse and streamlined permitting, Jolena shares insights from the American Planning Association's National Planning Conference and from her own experience in the field. Follow UsTwitter @BakerTillyUSFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tillywww.bakertilly.com

Steve Grzanich has the business news of the day with the Wintrust Business Minute. A big Chicago accounting and consulting firm is working on a merger that could push it into the industry’s top ten. Baker Tilly is in talks to merge with Seattle-based Moss Adams, according to multiple reports. If the deal goes through, […]

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Crystal Trout is a director with Baker Tilly's Risk Advisory practice. Justin and Crystal discuss her career in anti-money laundering compliance, and what brought her to consulting. They discuss the elements of AML compliance and how the need for it stretches beyond financial institutions to any sector that involves large transactions, including virtual digital assets and investing. They talk about the $3 billion settlement TD Bank entered into with regulators in October of 2024 and the messages that sends both to financial institutions and money criminals. Listen to Crystal's advice to risk professionals who may oversee large transactions. Key Takeaways: [:01] About RIMS and RIMScast. [:15] Public registration is open for RISKWORLD 2025! Engage Today and Embrace Tomorrow with RIMS at RISKWORLD from May 4th through May 7th in Chicago, Illinois. Register at RIMS.org/RISKWORLD. [:31] About this episode of RIMScast. Crystal Trout of Baker Tilly and I will discuss how Anti-Money Laundering regulations are impacting the risk profession. [:56] RIMS-CRMP Workshops! As part of RIMS's continuing strategic partnership with Purima, we have a two-day course coming up on April 22nd and 23rd. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:15] Virtual Workshops! On April 16th and 17th, Chris Hansen will lead “Managing Worker Compensation, Employer's Liability, and Employment Practices in the U.S.” [1:29] On June 12th, Pat Saporito will host “Managing Data for ERM” and will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:44] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:55] RISKWORLD registration is open. Engage Today and Embrace Tomorrow, May 4th through 7th in Chicago. Register at RIMS.org/RISKWORLD. Also, remember that there will be lots of pre-conference workshops being held in Chicago just ahead of RISKWORLD. [2:14] These courses include “Applying and Integrating ERM,” “Captives as an Alternate Risk Financing Technique,” “Contractual Risk Transfer,” “Fundamentals of Insurance,” “Fundamentals of Risk Management,” RIMS-CRMP Exam Prep, and more! The links are in the show notes. [2:38] Money laundering should be one of the top risks on your risk radar, especially in 2025 as new regulations are added or rolled back. Some high-profile resolutions have made recent headlines. [2:51] To help me make sense of it all for the RIMScast audience, here is the Director of Baker Tilly's Risk Advisory Practice, Crystal Trout. Crystal has more than 23 years of experience working with financial institutions with a focus on financial crimes compliance. [3:08] We're going to talk about anti-money laundering (AML) programs and get some best practices for implementation and reporting. [3:18] Interview! Crystal Trout, welcome to RIMScast! [3:33] Crystal Trout is a director with Baker Tilly's Risk Advisory Group. She joined Baker Tilly after having worked in financial crimes risk for over 23 years. Previously, she was in the financial institution space. [3:51] Crystal switched to consulting to help other financial institutions build out their AML compliance programs and ensure that they're in a good spot for regulatory exams. [4:19] Crystal tells how she was drawn to anti-money laundering. In high school, she had an internship with a financial institution, and it was robbed. [4:37] When the FBI was doing their investigation, Crystal was trying to understand what they were doing and how they were going to catch the robber. She was so fascinated by the process that she changed what she went to school for and altered her career path.  [5:09] Crystal's interest in understanding how fraudsters and money launderers act led her to use her banking career to work in the back office and investigation space. [5:38] Crystal says the institution used dispensers that limited cash, and the robbers only got $500. Because of the weapon they used, the robbers got a massive sentence at trial. [6:38] Crystal explains the current AML environment. Baker Tilly is staying close to any regulatory changes. The complexity of regulations is extensive. It's critical that professionals in this space stay close to the challenges that extend even beyond the regulatory requirements. [6:59] We're seeing more changes in regulations than we have historically had, Crystal observes. It's a matter of understanding the landscape, staying close to the changes, and trying to predict which direction they may go and plan for either direction. The key is planning and not waiting. [7:32] Crystal suggests you should hope for the best and plan for the worst. Make sure that you're prepared to go in either direction, whether regulations are rolled back or strengthened. [7:57] Justin recalls that TD Bank reached a $3 billion settlement with U.S. regulators in October 2024, pleading guilty to failing to maintain an adequate AML program, which unfortunately led to the facilitation of money laundering activities. That's a huge penalty, Crystal points out. [8:37] This event provides valuable insight for risk professionals regarding regulatory expectations and also the consequences of inadequacies in their programs. [8:49] People need to understand that they can't be lackadaisical in their compliance program. They need to be ahead of it. It's all about preparation and planning.  [9:03] In the TD Bank case, regulators had identified substantial weaknesses in the overall transaction monitoring system and due diligence procedures. [9:17] TD Bank had allegedly failed to allocate the resources needed to operate their AML program, but they continued to have significant growth within their higher-risk customer segment and geographical region. [9:35] TD Bank wasn't staying ahead and keeping current with its customer base and the risks that were taking place. Beyond the penalty, TD Bank has expenses for remediation efforts, enhanced compliance infrastructure, and independent monitoring. All of these are added costs. [9:57] Financial institutions may fail to realize the costs that happen beyond the penalty. They may say it costs too much to add the staffing or build the correct tools, not realizing it will cost them more when the regulators find these faults and weaknesses within their program. [10:18] A key lesson to learn is that compliance programs must be able to scale appropriately with the institution's business growth and evolving risk profiles. [10:30] Regulators focus on the overall program effectiveness rather than mere technical compliance, particularly regarding the quality of suspicious activity identification and reporting. [10:41] It's important for institutions that have to comply with these programs to be proactive and make sure they have the correct resource allocation. Those things are key when it comes to ensuring that AML compliance programs operate effectively. [11:11] There are five key pillars involved in an AML compliance program, including a designated compliance officer and following customer due diligence. You build an AML Bible, with paperwork that documents the steps you're going to take to be in compliance. [11:39] It allows your people to understand the risk that the institution is willing to take, and what it's not willing to accept. You document everything as evidence base for regulators, as having the correct tools and technology to support the program's overall risk tolerance. [12:33] Justin and Crystal address the reputational risk to an institution that may come from a regulatory settlement. Crystal states that these settlements signal to the bad guys that they are going to be caught and they're not going to be able to continue to act at that institution. [13:14] Crystal tells about the bank robber. For prevention, when someone comes into the bank, make eye contact, talk to them, and acknowledge them. If they're scouting it out, there's a lot less chance they'll come back to that bank because they are being noticed. [13:37] A criminal may not physically be in the bank, but if you do due diligence up front when they open an account, asking the right questions, and looking for red flags, they may realize that you have a very strong AML program in place and they'll go elsewhere. [14:07] Plug Time! RIMS Webinars! On April 3rd, join Zurich for “Understanding Third-Party Litigation Funding”. On April 10th, Audit Board will present “What CISOs Want Risk Executives to Know About Cyber Risk in 2025”. [14:24] Following the success of their recent webinar, HUB International returns for the next installment of their Ready for Tomorrow Series, “From Defense to Prevention: Strengthening Your Liability Risk Management Approach”. That session will be on April 17th. [14:40] On April 24th, RiskConnect returns to deliver “Better Together: The Marriage of Insurable Risk and Business Continuity”. [14:48] More webinars will be announced soon and added to the RIMS.org/webinars page. Go there to register. Registration is complimentary for RIMS members. [14:59] Important Announcement! RIMS and the Institute of Internal Auditors have entered into an agreement to deliver a selection of the other group's educational programming to their members. Twenty-nine shared courses will be available to both association's members. [15:17] RIMS members can explore the IIA courses that are now available to them at See Courses Here. To access RIMS's complete selection of workshops, webinars, and courses, visit RIMS.org/Education. [15:35] Let's Return to my Interview with Crystal Trout! [15:50] Are risk professionals who are not at financial institutions at risk of inadvertently being caught up in a money laundering crime? Crystal says this question is in the back of the mind of any risk professional. She remembers that running an AML compliance program is stressful. [16:22] There's always the risk that a chief compliance manager could be cited for a failure and have to pay a significant, hefty fine. A risk manager should be aware of this when they're performing any form of transaction. Listen to your gut if something seems off. Don't ignore it. [17:26] Is paying in cryptocurrency a red flag? Navigating AML compliance specifically regarding cryptocurrency is new for a lot of professionals. There are risks and benefits to digital assets concerning AML compliance. [17:54] With any evolving form of payment, if risk professionals aren't staying ahead, truly understanding and navigating how it works, it's going to make it difficult for them to understand red flags and risks that might come, as well. [18:13] There is sometimes a natural fear in risk professionals that because they're not comfortable with cryptocurrency, they're not able to address any legitimate concerns or concerns that may be their internal fear due to the lack of knowledge. [18:45] Is it too risky for a company to announce the voluntary departure of a Chief Compliance Officer? Crystal says the company should already have a plan for somebody to temporarily step in and continue to operate so it doesn't leave a gap or exposure in the organization. [19:22] It's an opportunity for a risk professional to go into a financial institution and make a mark for themselves by helping the institution strengthen its overall compliance program. [19:49] It's a good practice for a company to announce the replacement chief compliance officer at the same time as the announcement of the leaving chief compliance officer. It's part of succession planning. [20:47] The money laundering risk landscape is expanding significantly. Industries outside of finance and banking face substantial financial crime risk and corresponding regulatory scrutiny. They have less mature compliance infrastructure than their banking counterparts. [21:07] Crystal mentions the real estate sector as a potential vehicle for money laundering due to the high-value transactions, price stability, and the lack of historical regulatory oversight. [21:19] Digital asset providers, cryptocurrency exchanges, wallet providers, and any type of virtual asset service providers face intensifying regulatory scrutiny because the platforms can facilitate anonymous transactions. [21:35] The Financial Action Task Force has established clear expectations for virtual asset service providers to implement robust AML controls. Gaming and gambling services present money laundering risk. [21:53] There are other high-risk sectors that money laundering risk could expand to. FinCEN recently required registered investment advisors and exempt reporting advisors who have not been required to have an AML compliance program to have one in place by January 2026. [22:22] We're seeing AML compliance extend beyond traditional banking. [22:34] There are very few industries that, in some form or fashion, could not be a victim of a bad actor performing money laundering. It's just a matter of the bad guy finding a way to do it. [23:09] What steps should a company take when money laundering by an employee is discovered? The appropriate officer needs to start an internal investigation. That's a lengthy process. Make sure the “i”s are dotted and the “t”s are crossed within the investigation. [23:47] Make sure all the evidence and documentation are aligned. Involve HR and the appropriate supervisor authority. If it's shown to be true, interview the individual. It could lead to termination. The investigative process could take months. The authorities may be alerted. [24:39] The company may not want it out in public knowledge and may not file a police report. It can damage a company's reputation. [25:00] Crystal explains her passion for AML compliance and why she became a compliance consultant to help more institutions. The downstream impact is so significant. She wants to make sure the bad apples don't have the opportunity to launder funds. [25:54] Special thanks again to Crystal Trout for joining us here on RIMScast. I've got links to more RIMS coverage of fraud, compliance, financial risk management, and anti-money laundering in this episode's show notes. [26:09] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [26:38] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [26:55] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [27:13] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [27:30] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [27:44] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [27:51] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RISKWORLD 2025 — May 4‒7 | Register today! Nominations for the Donald M. Stuart Award [Canada] Spencer Educational Foundation — General Grants 2026 — Application Dates Spencer's RISKWORLD Events — Register or Sponsor! RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now Announcement: RIMS and The Institute for Internal Auditors' Strategic Alliance on Education RIMS Webinars: RIMS.org/Webinars “Understanding Third-Party Litigation Funding” | Sponsored by Zurich | April 3, 2025 “What CISOs Want Risk Executives to Know About Cyber Risk in 2025” | Sponsored by Auditboard | April 10, 2025 “Ready for Tomorrow? 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RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring Walmart ERM Director Michelle Black!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Crystal Trout, Director, Risk Services Advisory Group at Baker Tilly   Production and engineering provided by Podfly.  

Even in a period of unprecedented change across the GovCon ecosystem, industry observers across-the-board remain certain that agencies and contractors alike will have more supply chain security requirements to navigate.Leo Alvarez, a principal in Baker Tilly's government contractor solutions practice, joins for this episode to go over the industrial side of that equation and how contractors can approach supply chain risk management as a partnership with their government customers.As Alvarez tells our Ross Wilkers, contractors increasingly must detail their supply chain risk management frameworks to agencies in proposals to win the contracts. Putting those frameworks into repeated practice is also a business strategy that goes beyond just complying with regulations.The CMMC cyber and supply chain standard for the industrial base also features throughout their conversation, given its finalization is an inevitability. Alvarez also explains how CMMC is part of the whole in the supply chain conversation, as opposed to being the whole.

Rodcast con Rodrigo Pacheco presenta un episodio especial con Pedro Canabal, socio de Baker Tilly y ex Administrador Central de Planeación de Comercio Exterior del SAT. En esta conversación, Pedro comparte su vasta experiencia en el ámbito del comercio exterior, el sistema fiscal mexicano y su trayectoria profesional. A lo largo del episodio, se abordan temas clave sobre la planificación estratégica en comercio exterior, las políticas fiscales actuales y las oportunidades y desafíos para las empresas en el contexto global. Un análisis profundo e interesante para quienes buscan entender mejor el mundo del comercio internacional y la tributación en México.

Want to move to Canada but unsure how it affects your US tax obligations?  Frankie Loreto and Sarah Netley are joined by US tax expert Kevin Tippett, to dive into the intricacies of tax implications for US citizens living in Canada. Kevin, a tax partner at Baker Tilly's Ottawa office, brings clarity to a topic … Read More Read More

Podcast del programa Imagen Empresarial transmitido originalmente el 11 de marzo del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Pedro Casas-Alatriste, director general de la AmCham Tema: Relación México - EU Entrevista: Pedro Canabal, socio de Baker Tilly y exAdministrador Central de Planeación de Comercio Exterior del SAT Tema: Aplicación de aranceles y sus implicaciones

Tax planning isn't just about numbers—it's about strategy and trust. In this episode of Fast Break, host Matt Cranney sits down with Brooke Weitzer, partner at Baker Tilly, to tackle the biggest tax challenges small business owners face. Hear how proactive planning, strong advisor relationships, and continuous collaboration can help you make informed decisions, minimize risks, and maximize savings. Just like any great partnership, trust with your tax advisor is built over time. Tune in for insights on laying a solid foundation and why working together year-round leads to long-term success.

Podcast del programa Imagen Empresarial transmitido originalmente el 10 de febrero del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: José Roberto Solano Pérez, Gerente de Análisis Económico, Cambiario y Bursátil en Monex Tema: -¿Cuál ha sido la reacción de los mercados después de conocer las cifras de los 7 magníficos? -Qué esperar de la FED posterior a las cifras de empleo, ¿qué nuevos datos económicos serán relevantes? Entrevista: Francesca Lagerberg, CEO de Baker Tilly Internacional, y Manuel Aguilar, Socio Director de Baker Tilly en México Tema: Negocios en evolución: Claves para el crecimiento sostenible en la era digital

Як позиціонувати бізнес для залучення інвестицій? Як змоделювати майбутнє бізнесу, щоб він зацікавив потенційного інвестора? Як інвестор впливає на ухвалення рішень у компанії? Навіщо продумувати варіанти виходу з бізнесу для інвестора? Порадами щодо вдалої підготовки компанії до інвестування, формування звітності та проведення аудиту, поділився Олександр Почкун, керівний партнер Baker Tilly в Україні. Член CEO Club висловив алгоритми дій та рекомендації щодо таких питань: — структура параметрів бізнесу; — стратегія позиціонування компанії для підвищення конкурентоспроможності; — ефективна співпраця з інвесторами; — бізнес як продукт на ринку. Відеозапис розмови: https://youtu.be/PdHSfLu5igg CEO Club — клуб лідерів бізнесу Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

Навіщо власникам створювати Наглядові Ради? Як борди допомагають компаніям вистояти у кризові моменти? Як побудувати ефективну співпрацю з менеджментом? Кейсами співпраці з різними компаніями у статусі бордмембера поділився Олександр Почкун, керівний партнер Baker Tilly в Україні, який має досвід в наглядових радах у близько 20 організаціях. Розмову модерував Сергій Булавін, голова та член наглядових рад українських компаній. Члени CEO Club висловили свої думки щодо таких питань: — виклики участі у бордах; — ключові завдання Наглядових Рад; — особливості роботи Наглядових Рад та менеджменту компаній; — навіщо власникам впроваджувати корпоративне управління. Відеозапис розмови: https://youtu.be/tPkOUqU7tlM CEO Club — клуб лідерів бізнесу Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

In this episode of BuzzHouse, hosts Don Bernards and Garrick Gibson are joined by Baker Tilly colleagues Michelle Isenhouer-Hanlin and Joe Marchese to explore the $6 billion Clean Communities Investment Accelerator (CCIA) under the Greenhouse Gas Reduction Fund (GGRF). The discussion dives into how this funding supports low-income and disadvantaged communities through green banks and community lenders, what types of projects qualify and how developers can prepare to access these resources. The team also shares actionable insights for community lenders and project developers, including strategies to meet funding criteria and maximize impact. Listen in for key details about this initiative and how it can shape the future of clean energy and affordable housing.Follow UsTwitter @BakerTillyUSFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tillywww.bakertilly.com

CISA urges senior government officials to enhance mobile device security. Russian state-sponsored hacker group Sandworm is targeting Ukrainian soldiers. A website bug in GPS tracking firm Hapn is exposing customer information. Multiple critical vulnerabilities have been identified in Sharp branded routers. Ireland's Data Protection Commission fines Meta $263 million for alleged GDPR violations. Google releases an urgent Chrome security update to address four high-rated vulnerabilities. Cyberattacks on India-based organizations surged 92% year-over-year. Cybercriminals target Google Calendar to launch phishing attacks. Fortinet patches a critical vulnerability in FortiWLM. Juniper Networks warns of a botnet infection targeting routers with default credentials. Our guest is Jeff Krull, principal and practice leader of Baker Tilly's cybersecurity practice, with advice on using employee access controls to limit internal cyber threats. When is “undesirable” a badge of honor? Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Our guest is Jeff Krull, principal and practice leader of Baker Tilly's cybersecurity practice, talking about using employee access controls to limit internal cyber threats. Selected Reading CISA urges senior government officials to lock down mobile devices amid ongoing Salt Typhoon breach (The Record) Sandworm-linked hackers target users of Ukraine's military app in new spying campaign (The Record) Tracker firm Hapn spilling names of thousands of GPS tracking customers (TechCrunch) Multiple security flaws reported in SHARP routers (Beyond Machines) Meta fined $263 million for alleged GDPR violations that led to data breach (The Record) Update Google Chrome Now—4 New Windows, Mac, Linux Security Warnings (Forbes) India Sees Surge in Banking, Utilities API Attacks (Dark Reading) Google Calendar Phishing Scam Targets Users with Malicious Invites (Hackread) Fortinet Patches Critical FortiWLM Vulnerability (SecurityWeek) Juniper Warns of Mirai Botnet Targeting Session Smart Routers (SecurityWeek) Recorded Future CEO Calls Russia's “Undesirable” Listing a “Compliment” (Infosecurity Magazine) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Note: This podcast episode was recorded Nov. 20, 2024, and since then, the U.S. House of Representatives races have been called, giving the Republicans 220 congressional members and the Democrats 215. This balance could change depending on potential special elections if some members of the House are appointed to positions within President-Elect Trump's administration. In this episode of the AICPA's Tax Section Odyssey podcast, Kasey Pittman, CPA, MST, Director of Tax Policy ­— Baker Tilly US LLP, discusses potential upcoming tax legislation for 2025, focusing on the complexities and challenges of extending the Tax Cuts and Jobs Act (TCJA) and other tax provisions.   What you'll learn from this episode: The potential complexities and challenges of extending provisions of the TCJA and other tax legislation. The implications of a unified government and the reconciliation process for passing tax legislation. The financial constraints posed by the national debt and the importance of managing the deficit. The influence of individual policymakers and the importance of state and local tax (SALT) deductions. Potential revenue raisers like tariffs and ending the employee retention credit early, and their impact on the overall tax legislation. AICPA resources Planning for tax changes — CPAs need to not only brace for tax law changes such as the TCJA and expiring provisions but also be proactive in planning for them. Tax advocacy — Advocacy is a core element of our purpose and value proposition. It is a strong mechanism for promoting trust and confidence in the CPA and CGMA credentials around the world.   Transcript April Walker: Hello, everyone, and welcome back to the AICPA's Tax Section Odyssey podcast, where we offer thought leadership on all things tax facing the profession. I'm April Walker, a lead manager from the tax section, and I'm here today with Kasey Pittman. Kasey is the director of Tax Policy with Baker Tilly's National Tax Office. Welcome, Kasey. Kasey Pittman: Thank you for having me. April Walker: I thought we'd spend a few minutes today setting expectations for tax legislation for 2025. First, a little bit of a spoiler, tax legislation is likely, right, but what it will actually entail is probably a lot more complicated than just a straight status quo extension of TCJA. Kasey, let's set the stage a little bit and talk about what we know about the makeup of the government and what that will mean for upcoming legislation. Kasey Pittman: I think going into the election, the vast majority of people assumed we were going to wind up in some divided government. We knew it was very likely that Republicans would capture the Senate. The math there was not very good for Democrats, just in terms of how many seats were up, and one of the Democratic-turned-independent retiring senators from a deep red state was almost a certainty to flip. I think the general thinking was that either Democrats would capture the White House or the House, and neither of those things came to fruition. We are sitting here in the 2024 election was a Republican sweep. We've done a lot of worrying about things that we can let go of, and I think probably we'll touch on that a little bit later in the podcast. But the margins aren't very big. Trump captured the White House actually by a good margin in terms of both electoral votes and total votes in the country. It looks like Senate Republicans will have the majority with a 53-47 split between Republicans and Democrats. The house is currently unknown. We know that the House has captured 218, and that's what you need for the majority. There's 435 seats. 218 is literally a one seat majority. There are five races outstanding, and probably threeish, maybe four of those are likely to go Republican. We're just waiting on final vote counts. In the House, we're looking at a few vote margin, in the Senate, we're looking at a few vote margin, and that can make legislating really difficult. One of the themes we touch on here as we go through is reconciliation. When you have a unified government, and a unified government is one where one party has both chambers in Congress, and the White House, which is what we're going into in 2025, there's this process that you can use for certain types of legislation, fiscal legislation called reconciliation. What reconciliation does is it allows you to overcome the filibuster in the Senate. You actually only need a simple majority, like 51 votes in the Senate to pass a bill, but anybody can hold up a bill with a filibuster, and you need 60 votes to end debate and force the vote on the floor. But this type of legislation doesn't require that, so we can move forward with a simple majority. However, there are a lot of limitations to the reconciliation process. Everything in a reconciliation bill has to be financial. It needs to deal with spending or revenues and it can't be incidentally related to those. That has to be its primary purpose. Tax provisions are perfect for this. It cannot increase the deficit outside of the budget window. The budget window is typically 10 years. Then inside that budget window, you can only increase or decrease the deficit by the amount in the reconciliation instructions. Reconciliation instructions are set again, by a simple majority on a budget resolution in the House and in the Senate. That number can be hard to define. We also can't touch Social Security, by the way, which is why you never see Social Security in a reconciliation bill. However, that number is really difficult to come to an agreement on sometimes, and I predict that we're going to face some issues just in getting to that budget reconciliation number before we even start to put together the bill. April Walker: That's a great summary, and we used reconciliation before to actually pass TCJA and some other legislation in the past few years, but it's still not how I grew up learning how law was passed. It's a little bit interesting and that's a great summary. Kasey, I led with saying, we don't think it's going to be a straight extension of TCJA and some of the other proposals that have been thrown out throughout campaigns. Talk through a little bit about specific provisions, what they're scoring out at, why they may or may not be included in this legislation. Again, I don't think we have to say this. This is all just speculation on our part. We will have to see what we will see once it turns to 2025. Kasey Pittman: Some of it is really speculative. We're guessing, they are educated guesses based on history and based on what influential policymakers are telling us. For many months, Republicans have really optimistically been planning for reconciliation, hoping to capture both chambers, hoping that Trump would be in the White House. They've been planning. Honestly, there's been a ton of organization inside the House Ways and Means Committee around it. What I said just a minute ago was that I think we're going to have trouble getting to that number, and here's why. If we want a blanket 10-year extension of the Tax Cuts and Jobs Act, all these taxpayer-favorable provisions, they're mostly taxpayer-favorable and we'll get into that in a second too. It's going to cost $4.6 trillion. Just for benchmarking for everybody, our national debt, which is the sum accumulation of all the deficits we've ever run right now is $35 trillion. That's really impactful because each year, honestly, I believe since Clinton, we've run at a deficit and some of the Clinton years too. But each year, since I was in middle school, we've run at a deficit, which means we're spending more money than we're bringing in, and part of the reason we're spending more money than we're bringing in is because we have to pay interest on all this debt. It's really come to a head over the last couple of years for two reasons. One, our debt skyrocketed. Recently, TCJA added to it. COVID certainly didn't help it at all. Then additionally, because we've had such high inflation, the Fed has increased interest rates and that's the rate that we pay to service the debt. In FY 24, which ended at the end of September. This year, we paid over a trillion dollars just to service our debt, not paying down our debt, just paying the interest on our debt. That's more than we spent on defense spending for the entire year. It becomes a liability if our debt is too large. Particularly, we like to compare it to our GDP. This year we ran a $1.8 trillion deficit. Over a trillion of that we could say is attributable to interest costs. Anyway, here we are. We've got $4.6 trillion to extend the TCJA. Then we've got a whole host of other campaign proposals that Trump made on the trail. No SALT, and we'll get to SALT in a second. No SALT, no tax on tips, no tax on overtime, no tax on Social Security benefits. There's family caregivers credit for home caregivers. There's just a number of things, and some of them are hard to score because there's not a lot of details around the policy yet. They're more on the idea than the actual detailed policy phase at this point but those are a lot and estimates are 8-10 trillion with the Tax Cuts and Jobs Act plus all of the other campaign promises, and that is just wild as compared to our current national debt and the fiscal responsibility that I think a lot of policymakers and Americans really are focused on. Do I think that Senate Republicans and House Republicans are going to come together and say, let's write a $10 trillion bill that's not paid for at all, that increases the deficit? No, I don't. We still have deficit hawks in the Republican Party, we have people who are really concerned about it and for good reason. That's going to be a struggle. I want to say SALT is really important here. Republicans are fairly united in the general extension of Tax Cuts and Jobs Act. There's a lot of campaigning this cycle on it. It's been a priority where we're fairly unified. However, that's not where it ends. We're looking again at these small margins in the House and the small margins in the Senate. When we have that, we have individual policymakers who have a lot of influence. We saw that in 2021- 2022, when Democrats had a big bill and they said, Hey, this is our wish list, and Joe Manchin and Kristen Sinema, who are Democrats, turned independents in the Senate, said, Oh gosh, no, thank you, that's way too big. Here's what we can do. We'll do the Inflation Reduction Act, which was a fraction and a little bit of a different direction on some than the original Democratic priorities. That's what we passed, because again, these two policymakers were able to exert a ton of influence. Then we saw it in 2023, when I think it was a total of eight house members ousted their speaker, which was the historic moment for Republicans in the House, what we see is a lot of power when we have those small vote margins. In the House, there's a really strong caucus for repeal of the state and local income tax, a limitation of $10,000. It's bipartisan. But there are a number of Republicans on there, particularly from high tax states, from traditionally blue states, New York, California, Connecticut, New Jersey. There's dozens of them, really, and they've won re election to the House and they've campaigned on this, and this is going to be a priority for them. I think it's really impractical to think we're going to see a tax bill that doesn't have SALT attached to it because this is a pretty strong caucus. Again, the margins are small, and to fully repeal SALT for 10 years is another $1.2 trillion. Now I'm at $6 trillion April, and that's before the overtime and before the Social Security, which is already system in peril in terms of being able to fund it. It's not quite that simple, and we do have deficit hawks. When we saw Tax Cuts and Jobs Act originally come through in 2017, we used the reconciliation process, Republicans did, and then Democrats used it in 2022 to pass the Inflation Reduction Act. There were many Republicans who wanted much more than TCJA cost. TCJA eventually they came to an agreement, and they said, We can do $1.5 trillion. 1.5 trillion is what we can sign on for. We can get everybody on board for that. That's what the budget instruction said. You can write a bill that increases the deficit by 1.5 trillion dollar over 10 years and so they did that. But it's not quite that simple. People say, $1.5 trillion, it wasn't 1.5 trillion dollar in tax cuts. It was $5.5 trillion in tax cuts with four trillion dollar in revenue raisers, some of them were pretty simple.  I replaced these itemized deductions with the standard deductions, they kinda offset, but there were some provisions in there that were just revenue raisers and one of them is 163(j), the business interest limitation. Then additionally, we couldn't see them all through the entire budget window and still hit that mark. When I originally described it literally in 2017, 2018, when I was talking about it, I would say. Hey, look, we've got all these dials, and at the top, we've got this big number, and this is what we've added up to. We want to turn this dial up, but that costs too much money, and that puts us over, so maybe we dial it down on the number of years or maybe we add this revenue raiser. We're trying to back into this $1.5 trillion number, and that's part of the reason we saw some of these changes that transitioned under TCJA. We're seeing right now the bonus depreciation number come down. We've seen a change in how we calculate ATI for that business interest limitation, and we've changed how we deduct research and experimental expenditures. Honestly, they just couldn't make it all the way through that budget window at that number. Just a quick note on those things that have already changed, we saw a bipartisan bill sail through the House, sail through 83% vote margin, 357-70, I want to say on January 31 this year, and it died in the Senate. Senate Finance Committee Leader Ranking member, Mike Crapo, said, No, thank you. [He was] really confident that he was going to have a majority in the Senate in 2025 and he does, and he now also is able to have a Republican House to work with. One of the questions I get a lot is, do I think that we're going to see that bill be taken up in the lame duck session? My answer is no, I do not. I don't see what the incentive is for Republicans to make the concessions in there with Democrats around the refundability of child tax credit because they've got different methodologies on that. I don't see an incentive for them when they know they're going to run the table next year. April Walker: One thing I know you and I have talked about before, there's in evaluating “pay fors” and revenue raisers, there's the ERC provisions that are in that legislation that you're talking about in the past. I guess that's still potentially on the table ending ERC in January, that's potentially out there. What about tariffs? Tariffs have been suggested as a revenue raiser. How does that work with reconciliation? Kasey Pittman: There are a couple of revenue raisers that have been widely talked about, and I think there's a lot of bipartisan agreement around ending the employee retention credit early, and that's scored, if they use it from the old bill, that's scored around $77 billion. But you have to think that's drop in the bucket when we're talking about $6 trillion, $8 trillion, $10 trillion dollars. But it helps - every bit helps, obviously right?  And then there's another one that's clawing back a lot of the IRA provisions, some of those clean energy provisions and semi recently, I think last weekend, President Elect Trump said,"Hey, I'm going to take away this $7,500 EV credit. We're not doing that anymore once I'm president." That's one item, but there are a lot of energy provisions outside of just that. That's the one that I think most individuals know about, but there are a lot of energy provisions outside of that. How they dismantle that is going to be really interesting to me, because there are some proponents who just say kill it all. This is not where our priorities are. There are others and there was a letter, I want to say to Speaker Johnson in the summer, that came from a number of House Republicans, a dozen or so that said, Hey, these are really beneficial in my district. I really hope that we and the language we've heard a lot of here is take a scalpel and not a sledgehammer. That's the talking point, scalpel and not a sledgehammer, to clawing back some of these provisions. I do expect some exploration of clawing back those provisions, and then tariffs. President Trump has talked a lot about tariffs and we've heard a number of things between 10 and 20% across the board tariff rate for anything coming into the country, about 60% on China. I believe we've heard 100% on cars coming from Mexico. What we don't know is and I've gotten a ton of questions on this, honestly. What we don't know is how serious he is about those. Is it an idea? Is it something that he intends to use as a bargaining chip in trade negotiations? Is it something that's going to be applied potentially in a more specific niche, these particular areas? That's what we saw in his first presidency was that it was particular items coming in. We saw it on aluminum, we saw it on steel. Or is it going to really be, does he intend to do it across the board? The thing is that presidents do not have completely unfettered power here, but they have the ability to enact certain tariffs without the consent of Congress. That being said, unless they find a way to write that into the reconciliation bill, they can't use the money they believe they'll generate from the tariffs as an offset to try to get back into that number. Because again, TCJA, $5.5 trillion in cuts, $4 trillion in revenue, if we want to include that in revenue, it's going to have to be present in the bill in some fashion. What I have been reading and researching a little bit, does it have to be explicit or does it have prescriptive or does it have to authorize him to move in that area? I'm still doing a little research there. But anyway, it would have to be in the bill in order to be included in the revenue scoring. April Walker: Lots of items to think about as we're rapidly going towards the end of the year and our listeners are [a  lot of] tax partitioners talking to clients. I think another top question I'm sure you've been getting is, what are we thinking about timing? When is this going to happen? When is legislation going to happen? Because we really think it's going to happen, they're not going to let TCJA expire at the end at 12/31/25. But what are we thinking? Kasey Pittman: Speaker Johnson has been very bullish on this and saying he would like a bill coming out of the house, not necessarily enacted, but out of the house in the first 100 days of Trump's presidency. Just if we're going from inauguration day of January 20th, that date would be April 30th. That is a really ambitious goal. There's a number, it's ambitious in ideal scenarios. There's a ton of other priorities as well, including government funding, which as of this moment, is not done, and we don't know if it'll be a continuing resolution or if they'll fund the government through the end of the year.  But there are a lot of priorities for this Congress, and one of them is the confirmation of all of President Trump's picks for various administration positions, which is going to complicate this. Because right now, the House Republicans have the generally accepted number is 218 seats. There are five seats outstanding. They could wind up with a total of 223. That's probably more like 221, 222, maybe 220, but probably 221, 222 (See note above for the final results). There are three people from the House that President Trump has nominated. They're leaving their seats, assuming they get this job, Matt Gaetz has already left his seat, and that's going to complicate matters. It's not an easy swap. Speaker Johnson will be working with a very tight majority, like a very razor thin majority in the House until all of that is sorted out, and you've got new policymakers in seat. That's going to complicate things as well, and it's going to be difficult to get to that number. Again, I think that there are a lot of different, even within the Republican Party, even though they believe in the TCJA. They believe it was stimulating. They think that they should extend it. Deficit funding for a large number is going to be really difficult. First, we're going to have to come to that number, and that is going to be a negotiation in and of itself. It's not going to be $10 trillion. It's not going to be, hey, we get everything we want for 10 years. In addition, then they have to figure out how to work with that number. Let's say $2 trillion, I'm just going to throw that out there, $2 trillion, $3 trillion, whatever they've decided on. You can increase the deficit over the budget window by $2 trillion dollars, $3 trillion dollars. I've got 10 years. In my budget window, what am I going to do with it? I could try to find a ton of revenue raisers, and I think it's honestly going to be a mix of these things. I could try to find a ton of revenue raisers. I could try to reduce government spending. I could not put everything in place for 10 years. We could see a bill that comes out for four years. Even though the budget window could be larger, they could say, hey, they're all going to expire after four years because that's how we can get most of our priorities in, and then we're going to kick this can down the road. When they crafted TCJA, it was very intentional. The portion that they made permanent was the corporate rate, there's a much longer planning runway for large corporations and businesses than there are for individuals, typically.That was smart. In addition, the things that are expiring are the things that are popular with voters, lower rates, increased child tax credit. It puts political pressure on the extension of these items. They could do that again because the items we're talking about are by and large, popular with voters. Nobody's looking, nobody raises their hand and says, I'd really love you to increase my tax rate. Personally, thank you so much. I'd like my bill to go up every year. Now, many taxpayers are okay with it and they believe in the methodology of a graduated system, but nobody's personally asking for an income tax increase that I've seen anyway in my practice. They're popular, they could kick it down the road and put pressure on the 2028 election, if they only do it for four years. I'd be interested to see what happens. They could also only enact them partially or phase them out or make other changes. There's a lot to figure out. There are a lot of dueling priorities and there's a lot of money at stake. April Walker: Lots to think about as we move into 2025, but I so appreciate your sitting down with us today, Kasey, and thinking through the scenarios. Very helpful for me. In closing, as we wrap up this podcast, I like to take a little bit of a left turn and think about, hey, we're together, we're taking a journey together towards a better profession in doing that, I like to get a glimpse of my guest other journeys outside of the world of tax. Kasey, tell me about a trip you have planned or a bucket list item you've got on the agenda. Kasey Pittman: Actually, we took our kids out of the country for the first time this summer, and we had a little bit of a larger trip planned and it got delayed because of a couple of years, mostly because of COVID, honestly. It was wonderful. We went to Germany and Austria and London, and we were hoping to add France on there too, but we couldn't because it was the Olympics and it was bananas getting into France. It was absolutely bananas. We are hoping to go, not next summer, but maybe the following summer go back and bring the kids to France. I enjoy traveling a lot, but I think it's so cool to see it through their eyes, too. I think it's really neat because the world. April Walker: I love to do that, too. Traveling is definitely I didn't do it a ton as a kid, and so I try to do it and get my daughter on the road as much as possible. Kasey Pittman: But in the short term, April, I'm going to come down your way. Let's see. I want to say it's the first Sunday of December to watch because on Monday, it is the Women's NCAA soccer championship, which will be very exciting. It'll be our third year and it's in Cary. Unfortunately, the next three years, I think, after that are in California, and we're not going to make that trip. It's probably our last year. April Walker:  Yes, you're always welcome to come down to a lovely North Carolina. Hopefully the weather will cooperate. Kasey Pittman: Fingers crossed. April Walker: Thanks again so much, Kasey. Again, this is April Walker from the AICPA Tax Section. This community is your go to source for technical guidance and resources design, especially for CPA tax practitioners like you in mind. This is a podcast from AICPA and CIMA together as the Association of International Certified Professional Accountants. You can find us wherever you listen to your podcast and we encourage you to follow us so you don't miss an episode. If you already follow us, thank you so much. Please feel free to share with a like minded friend. You can also find us at aicpa-cima.com/tax and find our other episodes and get access to any resources we mentioned during this episode. Thank you so much for listening and wishing everyone a happy upcoming holiday season. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode of The Accounting Influencers Podcast, host Rob Brown dives into the world of private equity and its growing impact on accounting firms. With firms like Baker Tilly and Grant Thornton selling stakes to private equity, Rob explores what this means for firm growth, independence, and leadership. Should accounting firms embrace private equity or avoid it at all costs? Listen in for a deep dive into the opportunities and risks that private equity brings to the accounting profession.Key TakeawaysPrivate equity is increasingly targeting accounting firms, offering capital and growth opportunities.Firms like Baker Tilly and Grant Thornton have already sold stakes to private equity.Private equity helps firms attract top talent, invest in technology, and compete in mergers.The downside: more debt, outside control, and potential conflicts of interest with clients.Private equity-backed firms may face challenges in maintaining long-term client trust.SEC concerns about auditor independence could reshape how private equity is viewed in accounting.Leaders must decide whether private equity is a growth enabler or a risk to firm independence.Killer Quotes"Would you sell half of your accounting firm to private equity for a billion dollars?""Private equity could be the biggest opportunity—or the greatest threat—to your firm's independence.""Accounting firms are at a crossroads: stay independent or accept private equity investment.""Private equity is reshaping accounting firms, but at what cost?""The talent war is fierce, and private equity is the weapon many firms are choosing.""Could private equity undermine the long-term trust clients place in their accounting firms?""The question isn't whether private equity is coming—it's already here."Looking to promote your tech or software solutions to accountants worldwide? By sponsoring the Accounting Influencers Podcast, you can reach an engaged, international audience of accounting professionals. With our growing YouTube channel, your sponsorship will live on multiple platforms, maximizing your brand's exposure. Contact us to learn more about this fantastic opportunity!If you're an influencer in the accounting world and want to elevate your reputation, we've got just the thing. Rob Brown offers a personalized service that takes the burden of content creation off your shoulders. We do video interviews and turn them into compelling blogs, articles, and social media clips, positioning you as an expert in your field. Reach out to see how we can help you stand out!As accountants, your technical skills are only half the story. To truly gain influence, you need to connect with the wider ecosystem that surrounds accounting firms—technology providers, consultants, and other industry experts. That's where the Accounting Influencers Roundtable (AIR) can help. Head over to our LinkedIn page ‘Accounting Influencers' to discover a space where accounting professionals can expand their network, get valuable insights, and connect with key players in the tech world. Check it out and start building those critical connections today! The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers, and partners looking to build their executive presence, influence, and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes...

On this episode of Healthy Outcomes, our host Mark Ross interviews Dr. Kate Goodrich, Chief Medical Officer at Humana. Together, they discuss the transformative potential of value-based care, senior-focused healthcare innovation, and more.  Topics of discussion include: The benefits of value-based care over the traditional fee-for-service model How this approach improves patient outcomes and provider satisfaction The ways that specific brands are leading this innovative charge Encouraging results from Humana's partnership with Harvard University in studying senior-focused primary care models How investing more in primary care leads to more savings The benefits to a team-based care approach Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

In this episode of The Soul of Enterprise, Ron and Ed sit down with Alan Whitman, a prominent leader in the accounting field with a deep commitment to fostering dynamic, people-focused growth strategies. As CEO at Baker Tilly, Alan has championed innovative solutions and strengthened client relationships, all while focusing on the firm's core values and sustainable growth. Join us as we dive into Alan's insights on leadership, the future of professional services, and how Baker Tilly navigates a rapidly evolving industry landscape.

Alan Whitman, CEO at Baker Tilly, joins Wayne to discuss what happens when you allow tax accountants (and other professional services) to be innovative in the world of remote work. They discuss some of the things that his company has had to change and adapt to in order to continue growing the company. Featured Guest Name: Alan Whitman What He Does: CEO at Baker Tilly US and Chairman of the Board of Directors at Baker Tilly International Notable: Named CEO and chairman of the board of partners in 2016, Whitman previously led the firm's Michigan market and developed the organization's robust international services practice. He joined Baker Tilly in 2003, having spent 15 years with another national CPA firm where he led the middle-market tax practice. Additional Resources Accounting firm CEO challenges outdated talent paradigms to declare an organizational purpose It's Not About the Office Baker Tilly There is a better way: Breaking the mold of public accounting Learn more about Wayne Turmel Connect with Wayne Turmel on LinkedIn The Kevin Eikenberry Group   Want us to answer one of your questions? Contact Us! See the full show notes and transcript: https://longdistanceworklife.com/what-happens-when-tax-accountants-embrace-innovation-with-alan-whitman/  Join us for a powerful, 4-part video series titled, Demystifying Remote Leadership. You will learn how to create solid working relationships in a virtual team with more confidence and less stress! Sign up: https://longdistanceworklife.com/video   Subscribe to Long-Distance Worklife wherever you listen to podcasts. If you enjoyed this episode, please take a moment to rate the show 5 stars and leave a review! Connect with us: Instagram: https://www.instagram.com/longdistanceworklife/ YouTube: https://www.youtube.com/channel/UC2P22kW5iaX8zU3B0-HVCUA Website: https://longdistanceworklife.com/  TikTok: https://www.tiktok.com/@longdistanceworklife   

On this episode of Healthy Outcomes, host Mark Ross interviews Norris James, Senior Manager at Baker Tilly's Risk Advisory Practice, specializing in Enterprise Risk Management (ERM) and board governance. With over two decades of experience, Norris has helped multiple clients adopt Governance practices that have enabled them to build a reputable image, healthy culture, organizational sustainability, and trust. Topics of discussion include:The definition of ERM and leading class ERM characteristicsIdentifying, prioritizing and managing risks in the healthcare provider settingLeveraging ERM to facilitate the achievement of both performance objectives and strategic objectivesHow an ERM strategy can help a healthcare provider protect sensitive and private data, both its own data and patient-related dataHow an ERM strategy can contribute to patient safetyERM's linkage to maintaining financial stabilitySteps a healthcare provider can take to implement an ERM initiative that is appropriate for their organizationFollow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

Podcast del programa Imagen Empresarial transmitido originalmente el 24 de septiembre del 2024 Conduce Rodrigo Pacheco. Los entrevistados de hoy: Pedro Canabal, socio de Baker Tilly y profesor de la Universidad Panamericana Tema: Reforma al Poder Judicial

On this episode of Healthy Outcomes, our host Mark Ross interviews Celia Van Lenten, Principal with the law firm of Miles & Stockbridge. Together, they discuss several hot topics related to the healthcare regulatory environment, such as mergers and acquisitions (M&A) and more.  Topics of discussion include:  M&A activity in the healthcare provider sector and related regulatory perspectives.  Healthcare staffing-related regulatory developments.    The ongoing evolution of artificial intelligence and thoughts on a legal framework that healthcare providers should be aware of when they evaluate their use of AI-enabled technology.  The reasons for the increase in occurrences of cyber breaches in the healthcare industry and what healthcare providers should be doing to be better prepared to handle one. Futuristic thoughts related to the regulatory environment and regulatory scrutiny that healthcare providers will likely be subject to.  Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

Як налагодити комунікацію з командою? Чого варто уникати під час командних зустрічей? У чому цінність і виклики one-to-one формату? Порадами та особистим досвідом під час розмови у проєкті СEO Talks поділилися: — Євген Пестерніков, організаційний консультант, психолог, коуч топкоманд; — Тетяна Карлова СЕО Invogue Fashion Group, членкиня CEO Club; — Олександр Почкун, керівний партнер Baker Tilly в Україні, член CEO Club. У проєкті клубу СEO Talks експерти висловили погляди щодо: — принципів організації ефективних командних зустрічей; — етапів результативної комунікації; — деструктивних елементів під час зустрічей команд; — значення формату one-to-one. СEO Talks — подкаст CEO Club Ukraine про управління і бізнес, де топкерівники та фахівці діляться своєю експертизою у різних сферах. Відеозапис розмови: https://youtu.be/yo7hjJ_RKAI CEO Club — клуб лідерів бізнесу Більше про клуб https://ceoclub.com.ua Facebook https://www.facebook.com/CEOClubUkraine Instagram https://www.instagram.com/ceoclubukraine/ Telegram https://t.me/CEOnotes

In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “Break the Mold” and how it has shaped his approach to leadership and innovation. Learn why Alan believes that intentional evolution, rather than revolution, is the key to modernizing the accounting profession and why asking “what will it take?” instead of “can we do it?” opens the door to greater growth. He shares his thoughts on the role of private equity as a catalyst for change and how firms can embrace technology and relationships to move beyond transactional models. Discover the importance of developing a strategy that aligns both professional and personal goals to create meaningful success. Are you looking to reimagine your firm's future? Want to learn how to implement intentional change that drives growth? Find out the answers to these questions and more in this insightful conversation with Alan Whitman.

On this episode of Healthy Outcomes, our host Mark Ross interviews Kevin Holloran, Senior Director at Fitch Ratings, an international credit rating agency based out of New York and London. Together, they discuss the ongoing challenges in the industry and other topics affecting the credit ratings of hospitals and health systems.  Follow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

On this episode of Healthy Outcomes, our host Mark Ross interviews David Gregory, a recently retired Principal in Baker Tilly's Healthcare Practice, who has had a distinguished career spanning over 30 years. His journey began in the late 1980s as an Operations Manager at NYU Langone Medical Center. In the early 1990s, he transitioned to Prudential Healthcare, where he served as a Manager working with healthcare delivery systems. In 1993, David entered the consulting field with Presscott Associates, a firm that provided services across the entire healthcare continuum, including providers, payers, and life sciences companies. Presscott was acquired by Baker Tilly in 2013, where David continued his consulting career until his retirement.Together, they discuss several topics related to the overall healthcare environment, with a focus primarily on healthcare providers.Specific topics of discussion include: Significant healthcare developments over the past 30+ yearsKey challenges facing healthcare provider organizations in the futureMajor opportunities for healthcare provider organizations in the futureAdvice for healthcare leaders navigating challenging timesBeyond healthcare: David's thoughts on what he's most looking forward to in the next chapter of his lifeFollow UsTwitter @bakertillyusFacebook @BakerTillyUSInstagram @bakertillyusPresented by Baker Tilly https://www.bakertilly.com/

Catherine Allen and Ed Offterdinger are the Co-Founders of AO People Partners, a conscious leadership and people development firm that helps create successful, world-benefiting businesses. They have a combined 50+ years of experience working collaboratively with elite business and nonprofit leaders to successfully scale their business and mission objectives.Ed helped launch Baker Tilly, now one of the top ten consulting and CPA firms in the US. As AO's CEO, Catherine writes and speaks regularly on altruistic leadership development.They co-authored the well-received book Conscious, Capable, and Ready to Contribute: How Employee Development Can Become the Highest Form of Social Contribution.Ed and Catherine are also active supporters of Conscious Capitalism Inc., a nonprofit organization building a movement of business leaders to improve capitalism into a practice of harmony, prosperity, and compassion. They exemplify their message of giving: Ed has helped raise $12M+ for leukemia and lymphoma research, and Catherine gives her time to organizations like Girl Scouts and Girls, Inc., where she supports activities that guide the next generation of young female leaders.More Info: AO People PartnersSponsors: Master Your Podcast Course: MasterYourSwagFree Coaching Session: Master Leadership 360 CoachingSupport Our Show: Click HereLily's Story: My Trust ManifestoSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.

Baker Tilly has been bad -- again.  Recently, yours truly dropped a bombshell about Baker Tilly when he appeared as a guest on the Making Sense with Michael J. talk show in Amarillo, Texas. We discussed the Amarillo city manager recruitment and the consulting contract Baker Tilly landed to help review their charter. Host Michael Stevens graciously allowed me to replay the interview on the podcast. Since the interview aired on May 20th, sources have been feeding me additional information about Baker Tilly and its recruitments. Stay tuned for more coverage in the near future -- especially after I get my public information requests. If you have any information worth sharing -- please get in touch with me so I can expose them. SHOW NOTES: Michael J. Stevens is the host of the "Making Sense with Michael J" show on KGNC AM 710 and 97.5 FM radio in Amarillo. You can listen to their live stream here.  You can find Michael on LinkedIn here. The American Association of Municipal Executives is located at AAME.org. SUBMIT JOB POSTING: Do you have an executive or senior level vacancy in your organization? Use this form/link to submit your job listing in my weekly newsletter for just $100: https://forms.gle/ceMzWqeLwiRFRAGj9 SUPPORT THE PODCAST: Subscribe to my FREE weekly report of city and county manager resignations, terminations, and retirements (RTRs) at this link: https://www.linkedin.com/newsletters/city-manager-rtrs-job-board-7164683251112992768/ If you would like to support the podcast by making a donation, please use the "Buy Me A Coffee" link. Please rate and review the podcast on Apple or your preferred platform if you enjoy the show. It helps tremendously. But more importantly, refer your friends and peers to podcast through personal conversations and posts on your social media platforms. Joe Turner's LinkedIn Page City Manager Unfiltered YouTube Page - Subscribe Today! Note: Page may contain affiliate links. As an Amazon Associate I earn from qualifying purchases.  

Podcast del programa Imagen Empresarial transmitido originalmente el 28 de mayo del 2024 Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Pedro Canabal, socio de Baker Tilly y profesor de la Universidad Panamericana Tema: También hay un 3 de junio - Ambiente de negocios después de la elección.

Podcast del programa Imagen Empresarial transmitido originalmente el 13 de mayo de 2024. Conduce Rodrigo Pacheco. Los entrevistados de hoy Entrevistado: Erick Sánchez, experto en energía y vicepresidente para desarrollo de negocios en México y Centroamérica de Rystad Energy Tema: Apagones y el estado del sistema eléctrico Entrevistado: Manuel Aguilar, Chairman de Baker Tilly LATAM Tema: Conferencia de las Américas de Baker Tilly y desafíos empresariales de la región

On Episode 154 of The Unique CPA, Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and attractive future for CPAs. Whitman shares his remarkable journey from a bright-eyed associate to a visionary leader, emphasizing the vital shifts needed in professional services and the “enjoyment gap” that seems to exist in the accounting profession, driving the pipeline problem we are currently facing. Get the full show notes and more resources at TheUniqueCPA.com

Environmental, Social, and Government (ESG) requirements are popping up everywhere. Do you know the expectations of all the various stakeholders that impact your business? These include project owners, general contractors, investors, lenders, insurance companies, employees, and governmental agencies. Each comes with risks and opportunities. We are thrilled to join the Kraus-Anderson Insurance "Ilume" podcast to bring you an enlightening discussion on construction environmental risk and insurance. Mallory Thomas, a partner with Baker Tilly's risk management practice in Minneapolis joins us to discuss these emerging risk issues and ways to position your business for success, both internally and externally.

Podcast del programa Imagen Empresarial transmitido originalmente el 9 de abril de 2024. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Rene Pascua, CEO de Swissport Tema: Vuelos en el Aeropuerto de Tulum Entrevista: Belén Mendoza, socia de Impuestos en Baker Tilly; y Pedro Canabal, socio de Baker Tilly y catedrático de la Universidad Panamericana Tema: Declaración Anual 2023: Aspectos clave para las personas físicas

As we continue to unpack the U.S. Securities and Exchange Commission's (SEC) final Climate Disclosure rule, we look to bring you interesting expert perspectives. This week, we're joined by special guest Mallory Thomas, a risk advisory partner at Baker Tilly, a leading advisory CPA firm, who brings additional perspective for companies looking to get an overview of what it will take to comply with the SEC rules.

Podcast del programa Imagen Empresarial transmitido originalmente el 21 de marzo de 2024. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Carlos Henry, director VW en México Tema: 70 años de la empresa en México Entrevista: Pedro Canabal, socio de Baker Tilly y profesor de la Universidad Panamericana Tema: Declaración Anual de Personas Morales

Blake and David discuss a wealth of timely topics, including the risks of filing taxes electronically versus by mail, the impact of the 150-hour rule on diversity in the accounting profession, and how major accounting firms are turning to private equity funding to accelerate growth. They also explore news from the artificial intelligence space, including Google's unveiling of Gemini, as well as ADP's new AI assistant, and examine how deepfake video calls enabled the theft of $25 million.SponsorsRelay - http://accountingpodcast.promo/relayFreshBooks - http://accountingpodcast.promo/freshbooksAirbase - http://accountingpodcast.promo/airbaseChapters(00:29) - Welcome to the show (03:24) - Finance worker pays $25 million after video call with a deep fake of company CFO (08:54) - Is QuickBook taking tax accountants' jobs? (16:23) - Three AI accounting startups raise money funding round (25:14) - Baker Tilly is now private-equity-owned (27:32) - How much do the Big 4 spend on lobbying? (31:52) - The Wall Street Journal's terrible opinion piece of E-filing (38:25) - 13 states are suing the IRS for direct file system (40:15) - MIT study on effects of 150-hour rule (46:28) - Dual licensed CPAs and CMAs earn almost $40k more per year (49:17) - Google releases Gemini and is retiring BARD (53:33) - ADP launches ADP Assist (56:48) - Gemini also now does AI art (59:25) - Thanks for listening and please fill out our survey  Show NotesFinance Employee Defrauded for $25M by Deepfake CFODual Certifications Mean Big Bucks for Accountants - CPA Practice AdvisorBaker Tilly US gets PE investment | Accounting TodayBig Four Lobby Congress on Accounting Pipeline, AI, CryptoBeware of E-Filing Your Tax ReturnQuickBooks Live Tax Update: Understanding QuickBooks customers use of tax prep servicesAccounting software startup Pennylane becomes France's latest unicorn | TechCrunchGoogle's Gemini is now in everything. Here's how you can try it out.Accounting body tells members to make annual pledge to be ethical    Platform Accounting Group gets $85M funding round   Finally, now with $10M, adds AI for better insight into small business accounting    AI Will Be Doing More Accounting If Startup Investors Have Their Way    ADP launches ADP Assist genAI assistant    Republican attorneys general denounce IRS free file pilot as rival to products like TurboTax    Higher tax filing costs could take a bite out of your refund    DataSnipper, startup that uses AI to eliminate some of the ‘dread' in accounting, is valued at $1 billion in latest funding round    Platform Accounting Group Secures $85 million in Funding Led by Cynosure Group    Finally Raises $10 Million to Expand Small Business Automation Solutions    Finally, the AI-Powered Accounting & Finance Suite, Closes $10M Raise to Propel SMB Growth Forward    France gains a new unicorn as Pennylane raises €40m    QuickBooks Live Tax Update     Beware of E-Filing Your Tax Return    DataSnipper Raises $100M at $1B Valuation to Empower Auditors with AI    Big Four Lobby Congress on Accounting Pipeline, AI, Crypto    Finance worker pays out $25 million after video call with deepfake ‘chief financial officer'    I'm an Accountant and Here's Why I'd Never File My Taxes Online — Best Life Listener SurveyPlease take our listener survey: https://accounting.show/surveyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver ...

On this week's episode of What's at Stake, Penta Partner Bryan DeAngelis and Managing Director Ylan Mui explore the implications of the Tax Relief for American Families and Workers Act with expert insights from guests Michael Steel, senior vice president of Communications at Business Roundtable and Kasey Pittman, a director with Baker Tilly's Washington national tax practice. They offer analysis on critical updates to business tax provisions, highlighting potential impacts on low-income families and business owners nationwide.The group touches on the changing U.S. business environment with a focus on small businesses and startups, assessing how updates to R&D tax credits, business interest deductions, and bonus depreciation could affect cash flows and innovation investments. Looking forward, they examine the dynamics of tax policies amidst global competition and a divided government. Discussing the potential for tax code revisions post-2024 elections, they also analyze the expiration of key provisions and the political strategies shaping the economic landscape. Tune in for a thoughtful exploration of the intersection between political decision-making, financial accountability, and the real-world impact on American businesses and families.