Podcasts about cliftonlarsonallen

Most people who dream of launching a manufacturing business obsess over machines, processes, and parts. But here's the thing: that dream can die before a single spindle turns—if you miss a few less-glamorous (but absolutely critical) steps on the front end. Legal structure? Tax setup? Insurance? Naming your shop? These early decisions carry more weight than most first-timers realize. In this episode of MakingChips, we pick up where part one left off and get granular with the real-life process of starting your shop the right way. Guests Brad Boettcher and Nick Vargosko of CLA return to walk us through the practical decisions you'll face—how to choose (and register) your business entity, why the wrong name could haunt you, what documents you actually need before making parts, and how to build a business that's ready for growth, not just survival. If you've ever thought “I'll figure that stuff out later,” you'll want to hear the cautionary tales in this episode—plus the steps that will keep you out of trouble, off your state's audit list, and firmly in control of your own success. We also unpack how to structure ownership if you've got a business partner (especially if it's family), and why your garage may not cut it forever, even if you love the rent. This one's for the aspiring owners, the side hustlers-turned-founders, and anyone helping someone else start a shop from scratch. Whether you're building your dream or advising someone else on theirs, it's time to get real about what it takes to launch smart—and stay that way. Segments (0:10) Intro to Part 2 with CLA and why they had to split the conversation (0:48) Take The Modern Machine Shop Top Shops Survey (02:22) Recap of Part 1: entity types, startup missteps, and choosing the wrong structure (4:21) Choose a business name that doesn't pigeonhole you (so you don't have to rebrand) (12:09) State registration: what paperwork and filings are really needed (12:12) Legal structure & governance: operating agreements and partnership dos and don'ts (15:33) Getting your EIN and opening a bank account (18:04) State tax registration, permits, and the overlooked W-9 (19:16) Grow your top and bottom-line with CliftonLarsonAllen (21:15) Opening a business bank account and choosing financial software (23:04) Go beyond “budget”: When to spend the money (26:11) Business insurance: what's essential at launch, what can wait (28:11) Facility considerations: licenses, permits, and where you'll actually make parts (30:27) Leasing vs. buying your shop space (with a cautionary tale) (33:04) Why many owners keep their real estate separate from the business (33:58) Tax differences between leasing and buying your facility (35:37) Labor market considerations: where you build affects who you can hire (36:43) Wrap-up: who this episode is for, and why it's worth sharing (39:56) Why you need to check out the MakingSparks podcast Resources mentioned on this episode Take The Modern Machine Shop Top Shops Survey Grow your top and bottom-line with CliftonLarsonAllen Nick.Vargosko@CLAConnect.com Connect with Nick Vargosko on LinkedIn Connect with Brad Boettcher on LinkedIn ProShop ERP Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

In this episode of the Machine Shop MBA series, we go beyond vision boards and get into the meat and potatoes of launching your shop legally—with the right entity type and structure to support your short and long-term goals. Whether you're looking to stay solo, bring on partners, or position for future investment or acquisition, your business formation choice can be the foundation—or the friction—of your growth.  In this episode, the team dives deep into the critical, yet often overlooked, process of legally forming a manufacturing business. The hosts, alongside experts Nick Vargosko and Brad Botcher from CliftonLarsonAllen, break down the most important steps in choosing the right legal entity, from sole proprietorship to S-corporation and LLCs. They also touch on how these decisions will impact your long-term goals, including potential exits and tax benefits. Why does the structure of your business matter? It's all about protecting your personal assets, optimizing your tax strategy, and setting your business up for future growth or eventual sale. The team discusses real-world examples and offers insights into what business owners often miss when it comes to entity selection. With the right foundation, your machine shop can thrive, but getting it wrong early could mean expensive and painful mistakes down the road. Tune in as we walk you through the legal nuts and bolts of starting your shop, with expert advice on how to build a business that can scale and survive. If you're planning on making chips, don't miss this critical episode that could shape the future of your manufacturing business. Segments (0:00) Introduction to Episode 2 of the Machine Shop MBA series (1:12) Learn how you can grow your top and bottom-line with CLA (3:50) Introducing Nick Vargosko and Brad Boettcher (5:39) The importance of long-term thinking in business formation (10:02) Overview of what a Sole Proprietorship is (12:02) Breaking down LLCs and the different election options (15:30) LLC vs Sole Proprietorship: Which one should you choose? (16:35) Why you need to complete the Top Shops survey (18:14) What to do if you chose the wrong structure (19:07) The difference between S-Corps and C-Corps (28:02) When to choose a partnership (and why it might offer flexibility) (29:47) What do you need to do to change your structure?  (31:32) Horror stories when things have gone wrong (38:01) Why you need to check out Buy the Numbers Resources mentioned on this episode CliftonLarsonAllen (CLA) Take The Modern Machine Shop Top Shops Survey Connect with Nick Vargosko on LinkedIn Connect with Brad Boettcher on LinkedIn Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

We've been on tour for the past couple of months, recording live episodes in some of the manufacturing hot spots around the country. Indiana is our current stop, where Guggman Haus Brewing hosted us for an episode all about innovation, technology, culture, and, of course, Indiana's manufacturing prowess. Manufacturing makes up a huge portion of Indiana's economy and culture, so we look behind the scenes at what the state is getting right to make it a manufacturing hub. We welcomed Noel Hopkins, the Principal of Digital Growth at CliftonLarsonAllen and digital transformation expert, joins along with self-titled “private equity mercenary” Steve Martin, who sits on the board at Elevate Ventures. We also welcomed Kathy Miller, President and Co-Founder of YK2020 and OPSisters, plus co-author of the book Steel Toes and Stilettos.Noel, Steve, and Kathy share their takes on local manufacturing and how it's adapting to the rapid evolution of tech like AI. But it's not just tech that's shaping the industry. We also explore the human element of manufacturing and why we need leaders who are open to change and growth (even if it means making some mistakes along the way). In this episode, find out:What can manufacturers learn from IndianaThe role of digital transformation in manufacturing and the best ways to implement it Why leadership is key to driving transformation and the top characteristics good leaders need The challenges facing Indiana's manufacturing industry from a private equity viewpoint Why you should always look at the problems facing your organization first, then find tech to solve it (not the other way around)Why fewer companies are using tech for the sake of it and are becoming more intentionalLessons learned from past experiences and why manufacturing is all about the people Areas where technology is making the most difference and how it impacts the people working with it How to build scale and transferability within organizations with the three Ps – people, planning, process The importance of having a vision and the ability to execute on it and why leaders are central to this Why hesitancy is the most dangerous thing manufacturers could do right now Innovation's impact on psychological safety in the workplace, plus why we need to be open to making mistakes Enjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes: ”If we create a culture that basically penalizes thinking, then we're never going to get any new ideas.” – Steve Martin“ I think the most dangerous thing manufacturers could do right now is pause or wait, or be overly cautious and risk falling way, way behind.” – Noel Hopkins“No matter what technology we're working with, what inventions, manufacturing is about people. And so, we can't lose sight of that.” – Kathy MillerLinks & mentions:CLA (CliftonLarsonAllen), an advisory, audit, tax and consulting firmIndustry Trends: Lessons Learned from Florida Manufacturing DaysGuggman Haus Brewing, a family-owned microbrewery and coffee Haus in the northwest side of downtown IndianapolisElevate Ventures, an

I was glad to bring back Tim Dively to discuss data and AI. Tim does a great job of cutting through buzzwords and help banks understand these very weighty topics. In this episode, we discussed more organizational change management than you'd expect on an AI podcast episode but I think you'll see the importance of understanding where to start with AI but also how to implement the change. Great conversation!

At The Manely Firm, P.C., they know not just Georgia family law, but the way family law is practiced in specific courts in individual counties all around the state, like the courts in Forsyth, Gwinnett, Fulton or Cobb County. Even within the same court, one family law judge is likely to handle a matter differently […]

“Leaning into how we can fundamentally transform lives and make them better, has been something I've been personally passionate about,” CliftonLarsonAllen's strategic pursuits leader for manufacturing Jennifer Clement said about why she loves working with manufacturers. Clement and CLA New England Manufacturing Growth Network Leader Stephen Fuller joined the CBIA BizCast to highlight the company's work in this major industry sector. With 130 offices nationwide, including three in Connecticut, CLA provides accounting, tax, outsourcing, and assurance services for a variety of industries including manufacturing. “I explored different industries and just clung to manufacturing, probably because it was just cool,” Fuller said. “Seeing a tangible thing created, and seeing those things created in Connecticut just made it more special to me.” Fuller said that as a Connecticut native, he's passionate about seeing manufacturers in the state succeed. “This evolving industry within Connecticut has been there for a number of years, and that just means a lot,” he said. Fuller and Clement also shared their excitement with CLA's support of the Coolest Thing Made in Connecticut challenge. Starting with 16 things made by Connecticut manufacturers, companies will compete head-to-head with residents voting on their favorite products in each round. The CBIA Foundation is leading the initiative in partnership with the Connecticut Office of Manufacturing and CONNSTEP. “What a great way to promote what we do in Connecticut, not only for ourselves, but for the rest of the nation,” Fuller said. “I mean, there's some really, really cool stuff that we do.” Clement, who is based in CLA's Milwaukee office, said Wisconsin has had a similar competition for the past eight years. “It is a frenzy each year,” she said. “So far over the eight-year span, we've had over a million people voting for these products. Clement said manufacturers across the country and in Connecticut are all dealing with challenges including softening demand, labor, and inventory. She said they work with businesses to help shore up their bottom line. “We're seeing a renewed effort and emphasis on profitability,” she said. “And what can we do in the short term to look at our cost structure.” Fuller said there are a number of state programs available to help manufacturers with job retention and growth, training, and tax incentives surrounding R&D and capital investments. “I think it's more about educating the manufacturers about what is out there," he said. Fuller noted that when it comes to growing the manufacturing workforce, it's not just about recruiting, but also retaining workers. “There's this generational mind shift of what is important to this newer class of workers,” he said. “I think that's extremely important for manufacturers and companies across Connecticut to understand what makes them tick, and to work with them to develop programs that retain them.” Clement and Fuller said that many manufacturers are also looking to new technologies like AI to improve things like efficiency and predictive capabilities as well as attracting and retaining workers. “We've got to think about how we now transform the lives of especially the younger workforce,” Clement said. “Manufacturing is seeing the same thing.” “What we're starting to see is the understanding that it's time. It's time for that shift, and to have that investment in the future," Fuller addeed. Clement noted that their remarks are not intended to be legal, financial advice, or accounting advice. Related Links: CliftonLarsenAllen Website: https://www.claconnect.com/en LinkedIn: https://www.linkedin.com/company/cliftonlarsonallen/ Stephen Fuller on LinkedIn: https://www.linkedin.com/in/stephenfullercpa/ Jennifer Clement on LinkedIn: https://www.linkedin.com/in/jennifer-clement-1553b81/ CBIA Website: www.cbia.com LinkedIn: https://www.linkedin.com/company/cbia/

You go to a convention or you see a brand new shiny product on LinkedIn and it sounds great. But do you need it? Truth is...I can't really answer that for you. You make that call. But the question DOES arise...how do you know if you need it? How do you even know what data can do to figure out if it's even something that strategically works for you. It's a question that Tim Dively with CliftonLarsonAllen and I have batted around several times over the past few weeks and I wanted to get him on the podcast and help us wade through those waters. Be sure you check out their digital services at https://godigital.claconnect.com/ And don't forget to check out our sponsor, ICBA Securities at https://www.icba.org/icba-securities

With a background of breaking down silos and fostering unity within professional services, Randie Dial discusses the transformative journey from a culture of isolated microcultures to one where collaboration reigns supreme. Randie and host Lee Scott uncover the story behind CliftonLarsonAllen's (CLA) pivotal shift that led to securing a game-changing $4 billion client and sparked a shift towards a client-centered strategy. The episode delves into practical tactics like the "happy Friday email" for celebrating team wins and networking with a focus on giving rather than taking. Additional Resources:Connect with Lee on LinkedIn Learn more about Unleashing Leaders Connect with Randie on LinkedIn Learn more about CLA Book: Give and Take by Adam Grant Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network

On this episode, we speak with Jessie Koepplin from CliftonLarsonAllen. Jessie talks about her career path at CLA, talks about their college and high school internship programs and more.

Senior Advisor of Trilogy Connect Scott Townsley talks about stagnation in senior living and how we prepare for the avalanche of aging consumers. About Scott Scott Townsley has more than 30 years' experience in the senior living and senior care field.  He formed Trilogy Connect, LLC after serving as the managing principal of Third Age, Inc. – one of the largest firms dedicated to consulting and strategy for senior living organizations.  He was also a principal within the senior living practice of CliftonLarsonAllen, LLP.   Scott has worked with hundreds of organizations across the country as they have grappled with how to successfully navigate and drive change. He is known for his willingness to ask provocative questions and probe traditional thinking. Scott has previously served as a Lecturer, Adjunct Associate Professor and Professor of the Practice with University of Maryland, Baltimore County's Erickson School, where he taught graduate courses on Strategy, Entrepreneurship, and Innovation. He has also served as the Chair of the Advisory Committee for UMass Boston's graduate program in the Management of Aging Services.   In 2016 he co-founded the Center for Innovation - a 501(c)(3) that sponsors The Green House Project. Key Takeaways Innovation in senior living is incremental. There is a disconnect between what the consumer is looking for and where we need to go in the sector. Getting back to the way things were pre-Covid is not the answer. There is innovation, but not on a significant scale. One of the reasons is the gravitational pull of the status quo. We're facing an avalanche of aging consumers and we are not structurally prepared. We need investment in common areas, hallways, living units and pricing plans.

As traditional phishing attacks become less effective due to organizations' stronger internal controls, cybercriminals are turning to targeted business email compromise attacks.For these criminals, it's all about securing credentials, according to John Moeller and Randy Romes, both cybersecurity principals at CliftonLarsonAllen. In this episode of the CUNA News Podcast, recorded during the 2023 CUNA Cybersecurity Conference with NASCUS, Romes and Moeller discuss the state of email phishing, how these crimes will evolve in the future, changes in ransomware attacks, and more.

Jill Schlesinger on bank bailouts/ chances of a recession // Paging Dr. Cohen -- common health tips you can probably ignore // Casey McNerthney, KingCo Prosecutor's Office, on recent retail theft and elder fraud cases // Dave Ross goes yacht shopping // Dose of Kindness -- dog and human reunited, seven years and thousands of miles later // Gee Scott on the return of Bobby Wagner to the Seahawks // Matt Markovich on the SCOW capital gains decision/ death with dignity legislation in Olympia // Ken Williams, CliftonLarsonAllen, on the practical effects of the capital gains taxSee omnystudio.com/listener for privacy information.

Ridicule, Violent Opposition, Acceptance. The hosts for this show are Jay Fidell and Tom Yamachika. The German philosopher Arthur Schopenhauer wrote that all truth goes through three stages: 1st it is ridiculed; 2nd it is violently opposed; 3rd it is accepted as self-evident. This is what has been happening in our state government. At the Office of Hawaiian Affairs (OHA), the possibility of financial irregularities was pooh-poohed at first; when the CliftonLarsonAllen report came out, OHA management and leadership were out to shoot the messenger; and now that the Plante Moran report corroborated many of the findings, the truth is accepted as self-evident. Now we need to look at the Dept. of Land and Natural Resources. The Auditor's report came out and was dismissed out of hand. Then a House committee ostensibly formed to follow up on the matter came out to attack the Auditor. We are waiting for the third stage now. The ThinkTech YouTube Playlist for this show is https://www.youtube.com/playlist?list=PLQpkwcNJny6lmEllOKP493URXssFT4N7G Please visit our ThinkTech website at https://thinktechhawaii.com and see our Think Tech Advisories at https://thinktechadvisories.blogspot.com.

“Who are you as a person, where do you want to go, and how can I help you get there?” Randie Dial, Managing Principal at CliftonLarsonAllen, asks these three questions of every person who joins his team. Randie chooses to focus on what he can do for his people over what they can do for the organization because in the end, a trusting culture isn't built on what they can do for him. In this episode, Randie shares how this approach lays a foundation of trust, which, in turn, creates teams that are more engaged and invested in the overall success of the company. Listen in to learn how he takes caring from concept to culture. Along the way, you'll also hear about what Randie calls “the alumni path,” a revolutionary business concept you don't want to miss.

Chris Sullivan's Chokepoint -- checking in on the re-opened West Seattle Bridge // Colleen O'Brien on the rise in western WA DSV cases // Dose of Kindness -- an annual "thon" for childhood cancer fundraising // Gee Scott on Russell Wilson's midair calisthenics // Kenneth Williams, tax whisper at CliftonLarsonAllen, on 2022 tax changes // Rachel Belle talks with Rosie Grant about her gravestone recipe projectSee omnystudio.com/listener for privacy information.

Choosing and Preparing Your SuccessorThis week's guest featured Heather Parbst, Director of Owner Transition Services with CliftonLarsonAllen. Heather has worked with family businesses in transition for several years and prior to that work was an entrepreneur with her own set of ownership issues. She's also educated in counseling and psychology, becoming an adviser and consultant that people can turn to for holistic help during the process of ownership transition. Heather says that owners should take a "windshield vs rear view mirror approach" to choosing and grooming a successor. Looking forward at where the company is going (or where you want it to go) can tell a great deal about the kind of leadership required to get there. Sometimes it's hard to assess what kind of traits and skills the next leader will need. As an owner, your role has likely changed a lot over the years, and you grew along with it!  Asking yourself questions like "how has my job changed since I first started the company?" can be helpful ways to recall how your position and responsibilities evolved over time, which will help get into the mindset of choosing and grooming the next generation of leadership.One thing Heather talked about that seems to be a common issue with owners on the transition path is refusing to leave when it's time. So much of our identity as owners is tied up in the business; many owners ask "who am I without my business?" and are met with a blank canvas in their minds about what that could look like. When an owner and a successor are preparing for the transition, it's important to first identify the needs of the organization (currently and in the future based on growth strategy). Build the transition plan around those goals and needs, and then groom a successor whose skills and traits are a good match for the challenge. Too many times we tend to mold a position for the person, when it should be the other way around. For more of Heather's wisdom and insight listen to the episode!Find Heather Parbst here and find Julie hereThank you to this month's sponsor!  Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co Upcoming events and programs:BTR programhttps://keyestrategies.mykajabi.com/ks-landing-1Owner's Forum Registration | October 6https://exit-planning-institute.org/events/event/epi-twin-cities-metro-area-october-2022-chapter-event/Business Transition Readiness Workshop | October 19https://www.eventbrite.com/e/business-transition-readiness-tickets-404152690577

In this Newsmakers Podcast, McKnight's Long-Term Care News staff writer Danielle Brown sits down with Deb Emerson, principal at accounting and consulting firm CliftonLarsonAllen LLP. We discuss CLA's recent analysis on the impact a minimum staffing requirement would have on nursing homes and if there's any scenario where this type of mandate could be implemented efficiently.

If you listen to this podcast or spend any time around me, you know that I am an enthusiastic member of ProVisors, a nationwide business networking group that is home to some great lawyers, accountants, financial planners, bankers, and many other trusted advisors. The thing I love most about the group is that I get to meet great professionals from all over the country.  One of those individuals who I met early on was Frank Rudewicz.  If you meet Frank, it won't take you long to like him. He is the consummate professional who truly enjoys what he does. He is clearly invested in the success of those around him. And from his days at the FBI, he has great stories. I invited Frank on the show because Frank has deep experience doing investigations.  Since some of my audience are lawyers looking for alternatives to the traditional practice of law, I thought it would be great to have Frank on as a guest. In this episode, Frank and I talk about how he got to where he is today. He shares some thoughts about why lawyers make great investigators and offers some tips for anyone thinking about making a transition. Frank Rudewicz specializes in forensics and litigation support at the accounting firm CliftonLarsonAllen.  He has more than 30 years of experience conducting domestic and international investigations for fraud, forensic accounting, asset tracing and other litigation-related matters. He has appeared on NBC Dateline and Forensic Files for his investigative work. Frank is experienced in expert witness testimony and is the co-author of a book on Forensic Accounting and Fraud Investigation for Non-Experts.  Prior to joining CLA, , Frank served as Principal, Counsel and Partner-in-Charge of Forensic, Litigation and Valuation Services for several national accounting firms and Senior Managing Director and Counsel for an international risk consulting and investigative firm, as well as Vice President of a Super Regional Financial Institution. Earlier in his career, Frank spent 14 years in law enforcement with the Hartford Police Department and the Federal Bureau of Investigation. Additional Resources Episode 77-Going Solo with Employment Law and Workplace Investigations Episode 19-Canoeing vs. Whitewater Rafting-A Career Conversation With Jose Sierra

For many people working in corporate finance and accounting positions, transitioning to the nonprofit sector may seem like a magical opportunity — passionate co-workers coming together to save the world...what could be better? The truth is that nonprofit work isn’t for everyone, and presents its own unique set of challenges. On today’s episode, Amy chats with Leigh Tucker of CliftonLarsonAllen about what a finance pro should consider before making the leap to working for a nonprofit, and what a nonprofit leader should consider before hiring a CFO from the corporate world. Further Resources: Leigh Tucker - Principal, CliftonLarsonAllen (CLA) https://www.claconnect.com/ Amy Karson - Chief Executive Officer, Brand K Partnershttps://www.brandkpartners.com/

Chris Sullivan's Chokepoint -- free transit for riders 18 and under // Hanna Scott new WA homelessness and anti-hazing laws // Dose of Kindness -- meet a sheriff-turned-crossing guard // Gee Scott on experiencing grief over celebrity deaths and illnesses // Kenneth Williams of CliftonLarsonAllen on your 2022 taxes // Rachel Belle on new additions to the Mariners' menu for 2022 See omnystudio.com/listener for privacy information.

Benjamin Franklin once famously said, nothing can be said to be certain, except death and taxes. So, we invited Paul Neiffer, Principal at CliftonLarsonAllen and author of the blog Farm CPA Today, to join us on the Groundwork podcast to discuss how current – and proposed – tax provisions affect our farmers.  

Kirthi Mani, fkirthi.mani@claconnect.comhttps://www.claconnect.com/--SelectUSA Summit, June 26-29, 2022, https://www.selectusasummit.us/--Bill Kenney, bill@meetroi.comMEET, http://meetroi.com/

Today on the podcast we share the latest in our Dispatches from the Field series, talking with entrepreneurial ecosystem builders to share the work they do to help people start, grow, and scale their business dreams. On today's show we're joined by the incredible Becca Sell, a business advisor at Think Bank, and Julio Molina, the owner of MotivateMe Consulting and an ecosystem navigator at Collider. In the conversation today Becca and Julio talk about what it takes to support new and established entrepreneurs in the community, the passion they have for this work, the value of a vibrant small business ecosystem, and much more. Links from today's show: Rochester Rising: https://rochesterrising.org/ Collider Foundation: https://www.collider.mn/ Think Bank: https://www.thinkbank.com/ MotiveMe Consulting: https://juliomotivateme.com/ Donate to support Rochester Rising: https://www.4giving.com/donation/1B6D Our sponsors: CliftonLarsonAllen: https://www.claconnect.com/ Music Attribution: Like That by Ano Domini Beats is licensed through the YouTube Audio Library.

Today we share a conversation from September of this year about mental health and entrepreneurship. This important discussion is led by clinical psychologist Dr. Marissa Alert and features Ben Greiner, founder of The TAD Project, and Jamie Sundsbak of Collider Foundation. Listen in to learn how to make mental health a priority in your life, understand techniques and strategies to maintain mental wellness and find balance, and hear about warning signs and when to seek professional help for yourself or for others in your life. This is a conversation you will not want to miss. Links from today's show: Rochester Rising: https://rochesterrising.org/ Collider Foundation: https://www.collider.mn/ The TAD Project: https://thetadproject.org/ Donate to support Rochester Rising: https://www.4giving.com/donation/1B6D Our sponsors: CliftonLarsonAllen: https://www.claconnect.com/ Music Attribution: Like That by Ano Domini Beats is licensed through the YouTube Audio Library.

This week on the podcast we got to chat with John Sievers. John is a father, husband, and trombonist who has a passion for making living music. He is best known for his work with the D'Sievers, a small jazz group in which he plays the trombone. John also wears many other hats, including freelance writing and working as an English college professor. We have a wonderful podcast to share with you today talking more about the D'Sievers, how he started gigging in the community, what keeps bringing him back to this work, and what he thinks it takes to be a successful musician in this community. Tune in to learn more about the journey of this local innovator! Links from today's show: Rochester Rising: https://rochesterrising.org/ Collider Foundation: https://www.collider.mn/ E1 Entrepreneurs First: https://www.entrepreneursfirst.org/about Productivity Hacks YouTube original recording: https://youtu.be/t0ZyyDeSs04 Our sponsors: CliftonLarsonAllen: https://www.claconnect.com/ Music Attribution: Like That by Ano Domini Beats is licensed through the YouTube Audio Library.

Today on the podcast we hear expert advice from Jamie Sundsbak, the Executive Director of Collider Foundation from a webinar held last week focused on productivity and how to sift through all that you have to do and focus on what matters. Listen in today to hear more about his proven productivity workflow, which includes notes, email, and a strong to-do application to help you get more done while not letting your ‘things to do' dictate your life! This talk was sponsored by Collider Foundation and E1 Entrepreneurs First. Links from today's show: Collider Foundation: https://www.collider.mn/ E1 Entrepreneurs First: https://www.entrepreneursfirst.org/about Productivity Hacks YouTube original recording: https://youtu.be/t0ZyyDeSs04 Our sponsors: CliftonLarsonAllen: https://www.claconnect.com/ Music Attribution: Like That by Ano Domini Beats is licensed through the YouTube Audio Library.

Chip Flory of AgriTalk and Pro Farmer policy analyst Jim Wiesemeyer have a conversation with Paul Neiffer of CliftonLarsonAllen about potential future tax liabilities for farmers and ranchers. See omnystudio.com/listener for privacy information.

We have a packed show starting with Serena Schaffner of Dairy Management Inc. who describes the Fuel Up to Play 60 program created in partnership with the NFL. The we hear from Phil Flynn of Price Futures Group on news about biofuels for airlines, what's been happening in the gulf, and the approach for fixing the economy. And finally Paul Neiffer of CliftonLarsonAllen returns to break down the newest version of the proposed tax plan and how it could affect farmers and ranchers. See omnystudio.com/listener for privacy information.

Certified public accountant and principal with CliftonLarsonAllen, Paul Neiffer, joins the podcast to discuss the most recent proposals to long-standing provisions in the federal tax code. Tune in to hear Neiffer discuss how these proposals will affect the long-term viability of family-owned agricultural businesses.

On this episode of Beltway Beef: Tax Talks, certified public accountant and business advisor, Paul Neiffer discusses how changes to long-standing provisions in the tax code will impact family-owned businesses. As a a principal with CliftonLarsonAllen, Paul uses his experience in agriculture along with his expertise in tax policy to educate and advise on succession planning for farmers and agribusiness processors. Tune in to learn more! Don't forget to check out Paul's blog and podcast! Farm CPA Today: https://blogs.claconnect.com/agribusiness/ The Farm CPA Podcast: https://podcasts.apple.com/us/podcast/the-farm-cpa-podcast/id1571998582?app=itunes&id=1571998582&ign-mpt=uo%3D4

In this episode we spoke with Paul Neiffer, CPA, a principal with CliftonLarsonAllen in Washington. He specializes in income taxation, accounting services, and succession planning for farmers and agribusiness processors and he's a regular speaker at national conferences and contributor at agweb.com, a site that delivers business information on American agriculture. He also has a podcast called The Farm CPA.  We discussed Neiffer's passion for agriculture, how farming has evolved over recent years, common misperceptions about farming, what's on the mind of farmers for the rest of 2021 and more. 

Kevin Kaufman hosts Mike White, Healthcare Principal with CliftonLarsonAllen to discuss DSO financial/accounting trends, advice for emerging groups, and how much your dental organization should be paying for accounting. Plus they go deep into numbers and financials including how to optimize costs, P&Ls, budgeting, forecasting, the CFO role, and more. Take a listen for accounting and financial advice and strategies for your dental organization.

CBIA president and CEO Chris DiPentima talks with CliftonLarsonAllen managing principal Joe Kask and the accounting firm's chief practice officer for the Northeast, James Watson, about key takeaways from the acquisition of blumshapiro. Kask, the former CEO of blumshapiro, says many opportunities were created because of the January, 2021 merger—opportunities not just for employees, but for clients and communities. “This firm accepted all of our employees as one of their own,” said Kask. “We share the same values, the same culture and the same commitments.” Nationally, CLA has provided $1.1 million to community organizations focusing on education, employment, and entrepreneurship since the acquisition. Please rate, review, and subscribe to the BizCast wherever you get your podcasts—we appreciate your support! If you have a story to tell, contact Katie Krajcik (katie.krajcik@cbia.com).

As we emerge from the Global Pandemic Recession, the Board and Management have critical indicators to watch closely. Some of them are the usual, some of them are specific to recovery from a recession. Some of them will worry the regulators. In this episode, we'll discuss what to keep an eye on as we emerge from the recession. Resources: Book: A Credit Union Guide to Strategic Governance:  https://forteamresources.com/products/books/   Book: Eisenhower on Enlighted Leadership:  https://forteamresources.com/products/books/   Blog: https://forteamresources.com/tims-blog/ Lenders' Tax Analyzer Software: https://forteamresources.com/products/lenders-tax-analyzer/   About Tim Harrington: Author, consultant and international speaker, Tim Harrington has worked with credit unions in all 50 states, Canada, Mexico, Jamaica, the Dominican Republic, The US Virgin Islands and Puerto Rico. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources' clients range from a few million to the billions in assets. Tim is the author of several books including Eisenhower on Enlightened Leadership and co-author of A Credit Union Guide to Strategic Governance. His books inspire boards and leadership teams to lead effectively with high integrity. From 2001 to 2006, Tim was the chairman of the board of a $150 million credit union in Tucson, Arizona. He was appointed to the board of this troubled credit union in 2001 and served until 2006. During his tenure on the board the credit union evolved from losing over $2 million per year to earning a profit of nearly $2 million by 2006. Tim was formerly a partner with the nation's 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School. Tucson, Arizona has been home for Tim since 1980, but he is a native of Montana. He holds a BBA in Accounting from Gonzaga University in Spokane, Washington. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages. Contact Information Timothy Harrington, CPA President, TEAM Resources Phone: 520-290-5721 Cell: 520-906-7501 Fax: 520-290-8378, Address: 7049 Tanque Verde, PMB 136 Tucson, AZ 85715 Tharrington@forTeamResouces.com   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

Good Morning it's Saturday May 8th, and this is The Wenatchee World's newest podcast, Slices of Wenatchee. We're excited to bring you a closer look at one of our top stories and other announcements every Tuesday, Thursday, and Saturday.    Today - The County has warned builders about the current permit processing backlog. In fact, people should expect 90-day delays throughout the summer.   This episode is brought to you by Equilus Group Incorporated. Equilus Group, Inc is a Registered Investment Advisory Firm in the states of Washington, Oregon, and Idaho. Equilus Group, Inc- Building Your Financial Success. Learn more at Equilusfinancial.com. Member SIPC and FINRA.   -   Now our feature story...   Don't expect a quick turnaround on Chelan County building permit applications anytime soon.   As of Monday, the Community Development staff was juggling 350 open applications.   They're experiencing an extreme backlog in permit application processing. Delays, in some cases over 90 days, can be expected… at least that's what is says on their website.   Community Development Director Jim Brown attributes the backlog to a staff shortage. Also - a rush of permits in January. Those stemmed from people trying to get ahead of the new state energy code that went into effect on February 1st. It was followed by a second wave from those trying to stay ahead of rising materials costs.   In the first four months of this year builders submitted 151 more permits to the county's planning department than last year.   And January saw a bump of 95 building permits, again - largely connected to the new energy code.   According to Brown, it's all compounded and the staff is stretched thin.    On top of everything a building permit technician was promoted - and the other plans examiner resigned.   So they not only had a new person examining plans, but they still hadn't backfilled that permit tech post.   Normally, permits take anywhere from three weeks to 60-plus days to process depending on the complexity of the project.   It rarely takes over 90 days….. That is..  except this past year.   The team hoped to catch up with finding and training new hires, but now they're in full construction season. There's no ‘down time'.   Given the staffing and workload outlook, Brown expects the permit backlog won't be cleared until fall at the earliest. And that's assuming the construction season slows down.   Plans are in the works to streamline the permit process, which will help, but that also takes time.   They're working on implementing an improved process for simple permits.   They're also working on introducing an electronic plans submission process this summer and expanding in the fall to more electronic forms submissions.   And luckily, help is on the horizon.   The team just hired someone to fill a tech position. The new hire has experience in another county, so they're already somewhat trained.    But for now, things might get worse before they get better.   There's a likely impending short-term rental code that will be coming mid-summer. That will result in hundreds of applications for those permits, all handled by the same staff.    Chelan County Commissioner Bob Bugert said Community Development is doing all it can to handle the record number of permits. He credits Brown for handling the backlog in a "systematic and straightforward way."   He notes the department is handling some other big projects outside of the building permit applications.   To stay up to date with this story visit us at wenatcheeworld.com.   - Before we continue, a special thanks to our friends and sponsors at Confluence Health. The team at Confluence Health is grateful for the trust the community puts in them every single day. They are diligently working to improve the health and quality of life for our friends and neighbors. They are Grateful | They are Confluence Health.  Learn more by visiting them at ConfluenceHealth.com --   Next, our weekly profile of one of the World's 30 Under 35 award recipients.    This week - Armando Bendito-Zepeda. Bendito-Zepeda attended Wenatchee Valley College before transferring to Eastern Washington University. There, he completed his undergraduate degree in accounting in 2016. He was the first in his family to earn a four-year degree.   Bendito-Zepeda then returned to Wenatchee to start his career. He began working at the state Department of Revenue's Wenatchee office. During his two years there, he completed 100 audits of regional businesses.    Looking to build on that experience, he moved in January 2019 to a position as associate accountant at CliftonLarsonAllen. CliftonLarsonAllen is a firm large enough to specialize in a variety of business services.   There, he's been learning how to create the best opportunities for their clients.   When we asked Bendito-Zepeda what accomplishments he's you most proud of he said that for the past seven years he waited tables at Pybus Bistro. He commuted to EWU's business program. But it was all that commuting led him to be able to finish his five year degree without any student debt.    During his time working at the DOR, he continued working at Pybus Bistro. He consistently put in 60-70 hour work weeks. He would save as much as he could knowing that he wanted to purchase a home. And as soon as he graduated school he began house hunting. House hunting in a very competitive Wenatchee market -- the summer of 2017.    Given his parents' living situation at the time, his intention was to purchase a home for his parents. Bendito-Zepeda had grown up moving from place to place around the valley and he wanted one place that the family could finally call home.    And after looking at a dozen homes, and making an offer on half of them, he was finally able to purchase a beautiful home for his parents.   Bendito-Zepeda knew he couldn't live with his parents forever so he set another goal. To buy a second home for himself. And in the fall of 2018, he began house hunting for what would be his home. Then, in January 2019 he finally purchased another great home not too far from his parents.   We also asked Bendito-Zepeda who inspires him to be successful.. He was quick to answer - his parents. They've always driven him to work hard and inspired him to be successful.   Bendito-Zepeda noted that while he cannot change the situation he was born into, he does have control of his future.    Finally, after graduating college, he had the intention of staying in the Spokane area. He came back to Wenatchee thinking it would be temporary. But this decision ended up connecting him with countless opportunities to grow as a young professional. His goal is to one day be able to help families in a situation much like the one he grew up in…. without a stable place to call home. And don't forget that nominations for the 30 Under 35 Class of 2021 are due by May 14. For details go to wenatcheeworld.com/30under35.   -   Before we go, some local history,  Wenatchee Valley History is brought to you by NABUR [this is pronounced just like neighbor] – your trusted neighborhood community. NABUR is a free online forum you can trust to connect with your community, focus on facts & make a difference. Join the conversation! Visit wenatcheeworld.com/nabur .   Now, some history…   The Senator George Sellar Bridge in Wenatchee was built in 1950 to carry U.S. Route 2 across the Columbia River.    The steel suspended tied-arch bridge has a main span of 480 feet with 224-foot anchor arms. It carries five lanes.    The 1950 bridge replaced the nearby Columbia River Bridge that had been built in 1908.    And this new bridge was recognized by the American Institute of Steel Construction as the most beautiful bridge of 1950 for spans over 400 feet in length. The bridge's engineer was R. W. Finke. The contractor was the General Construction Company of Seattle. They used steel from the American Bridge Company.    It's now named the Senator George Sellar Bridge after the Washington state senator. he bridge was placed on the National Register of Historic Places on May 24, 1995.   -   Thanks for listening. Today's episode is brought to you by Equilus Group, Inc- Building Your Financial Success. Learn more at Equilusfinancial.com   The Wenatchee World has been engaging, informing and inspiring North Central Washington Communities since 1905. We encourage you to subscribe today to keep your heart and mind connected to what matters most in North Central Washington. Thank you for starting your morning with us and don't forget to tune in again on Tuesday!   Support the show: https://www.wenatcheeworld.com/site/forms/subscription_services/ See omnystudio.com/listener for privacy information.

Paul Neiffer of CliftonLarsonAllen joins us to shed light on potential scenarios with upcoming tax proposals and talk about his brand new podcast "The Farm CPA Podcast." Speaking of podcasts Zach Johnson and Mitchell Hora of the Field Work podcast join us for our Farmer Forum to discuss the Washington County project. See omnystudio.com/listener for privacy information.

We. Need. This. Conversation. Now. Today’s episode features, Richonda Pelzer, a Rockstar of a woman! Richonda works at CliftonLarsonAllen as the Director of Engagement.. This woman has had one heck of a career, and that is only the beginning of her story!In this episode of The Think Courageously Podcast, we get real about  self identification and the power of showing up as your whole, authentic self. Richonda identifies herself as a black woman, a lesbian woman, and a woman of faith living with epilepsy. Richonda discusses her experiences of being a black woman and the stereotypes that come with being the “first only and different” (FOD) individual in her professional career and in her personal endeavors. Richonda ignites passion when she talks about how we as woman can encourage and show up for individuals who are the “first only and different”.  We chat about learning from each other, committing to building relationships and trust with others who are different than us. “I still need to have all of those pieces of me so that I can show up and truly be my authentic self. I can’t be my authentic self to make someone else feel comfortable because they feel uncomfortable about me having epilepsy or me being black or whatever part of my identity that they feel uncomfortable about that I need to then be flexible because of that.” We assess monumental opportunities for pivots and courage when we choose to allow others to give us feedforward, which we can use to grow. Richonda sparks a pivotal challenge to us all as we discuss becoming a better version of ourselves every single day. One step at a time, one day at a time, choosing courage and making pivots will fan into flame the best version in each of us! You can find out more out about Richonda at the links below:linkedin.com/in/richondapelzer

Risk appetite is a responsibility of both the Board of Directors and of Management. How exactly does it get decided, defined and communicated? How do Directors and Management insure they are in sync? And how do they decide it is time to intelligently adjust the 'diet'?   Resources: Book: A Credit Union Guide to Strategic Governance:  https://forteamresources.com/products/books/   Book: Eisenhower on Enlighted Leadership:  https://forteamresources.com/products/books/   Blog: https://forteamresources.com/tims-blog/ Lenders' Tax Analyzer Software: https://forteamresources.com/products/lenders-tax-analyzer/   About Tim Harrington: Author, consultant and international speaker, Tim Harrington has worked with credit unions in all 50 states, Canada, Mexico, Jamaica, the Dominican Republic, The US Virgin Islands and Puerto Rico. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources' clients range from a few million to the billions in assets. Tim is the author of several books including Eisenhower on Enlightened Leadership and co-author of A Credit Union Guide to Strategic Governance. His books inspire boards and leadership teams to lead effectively with high integrity. From 2001 to 2006, Tim was the chairman of the board of a $150 million credit union in Tucson, Arizona. He was appointed to the board of this troubled credit union in 2001 and served until 2006. During his tenure on the board the credit union evolved from losing over $2 million per year to earning a profit of nearly $2 million by 2006. Tim was formerly a partner with the nation's 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School. Tucson, Arizona has been home for Tim since 1980, but he is a native of Montana. He holds a BBA in Accounting from Gonzaga University in Spokane, Washington. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages. Contact Information Timothy Harrington, CPA President, TEAM Resources Phone: 520-290-5721 Cell: 520-906-7501 Fax: 520-290-8378, Address: 7049 Tanque Verde, PMB 136 Tucson, AZ 85715 Tharrington@forTeamResouces.com   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

Farm CPA Paul Neiffer of CliftonLarsonAllen explains the intracate details of the proposed STEP Act and what it means for taxes. Then The Farmer Forum with Ken McCauley of Kansas and Ryan Bivens of Kentucky share their impassioned reactions. See omnystudio.com/listener for privacy information.

Ag groups are gearing up for a new fight over the so-called 'Death Tax." Tax proposals put forth by President Joe Biden's transition team call for a dramatic reduction in the exemption on taxes on estates and could end a step up in basis for heirs. Farm CPA Paul Neiffer of CliftonLarsonAllen joins Jim Wiesemeyer and John Herath on this week's DC Signal to Noise Podcast to walk through the possible changes and what farm owners can do to protect their assets.  This week's podcast also features a conversation with Cong. Austin Scott (R-GA) on the growing partisan rift in the House Agriculture Committee that was exposed in a hearing this week on the Democrats covid aid proposal. Other topics discussed this week: President Biden holds his first phone call with China's President Xi PPP application problems for some farmers CCC is becoming the Congressional piggy bank When will Tom Vilsack (USDA) and Michael Regan (EPA) be confirmed? When will CFAP 3 money be released? See omnystudio.com/listener for privacy information.

Denny Schleper, CEO of CliftonLarsonAllen, gave up a traditional office 20 years ago and the national accounting does not name a location for its corporate headquarters. They both are intentional moves the company made to foster a positive workplace culture. Discover why they did it, the steps they took and what we all can learn about building a remote culture.

Principal, CLA LLP [CLA (which stands for CliftonLarsonAllen) is a large national accounting and consulting firm with a significant presence in Connecticut – they recently joined forces with blumshapiro)]Re: Discuss latest stimulus package.  See omnystudio.com/listener for privacy information.

We talk cotton outlook this morning, including a few thoughts from Professor Emeritus O.A. Cleveland. Paul Neiffer of CliftonLarsonAllen joins us to explain some important details for farmers/ranchers/small business owners on the new relief package. And Roger Johnson is one of the four living past presidents of the National Farmers Union and they sent a letter to President-elect Biden urging him to blaze a trail for climate change. See omnystudio.com/listener for privacy information.

This "Brexit Musing" episode features Matthew Bock, Partner at MIDDLETON SHRULL & BOCK, LLC and Amy Moore, Principal at CLIFTONLARSONALLEN (CLA) as they 'muse' about the possibilities of a deal or no-deal Brexit and its impact on your customs and trade experience, as well as your supply chain. Additionally, they suggest mitigation plans and how your business can best prepare for the coming of the new year Post-Brexit.Matthew Bock is a Partner at MIDDLETON SHRULL & BOCK, LLC, where he is exclusively committed to representing clients in all aspects of customs and international trade law and import/export regulatory compliance.  Matthew was previously a member of a customs and international trade law firm in Dallas, TX, and Ernst and Young's Global Trade practice in Dallas and Houston, TX.Matthew earned his juris doctorate degree from Loyola Law School, Los Angeles, and a master of laws degree (LL.M.) in International Economic Law from the University of London – School Of Oriental and African Studies (SOAS).  Matthew also obtained a bachelor's degree in Multinational Business Operations from Florida State University.Matthew is a licensed customs broker and is admitted to practice law in Massachusetts, New York and the U.S. Court of International Trade.Matthew is on the Board of Directors and is the Secretary of the New England chapter of the National Defense Industrial Association (NDIA), and is also on the Board of Directors of the Coalition of New England Companies for Trade (CONECT).Amy Moore, Principal, leads the Global Concierge practice for CLIFTONLARSONALLEN with more than 20 years of experience. Amy brings a wealth of experience to help companies to expand or grow their operations into the United States in an efficient and effective manner.She began her career at Arthur Andersen leaving as a manager, where her focus was in the Audit of Technology, Life Science and Financial Services Companies. She was apart of three IPO's during her time at Andersen. She then spent 7 years in private industry working as the AVP of Management Reporting at an International Finance and Insurance Company. In this role, she worked with the CFO and COO on both buy and sell side transactions, and played a critical role of the integration process. as well as building out the Management Reporting Framework. This framework was critical in managing real time results and was critical in the IPO process when the US subsidiary was transitioned out of the broader umbrella. In addition, she lead up the integration of numerous acquisitions, focusing on the accounting, operational and technical integrations. From there, she joined a rapidly growing Professional Services Firm as its CFO which was expanding its footprint both domestically and internationally. This role included Accounting and Finance, HR, Legal, IT and Marketing. Throughout her tenure, the company more than doubled in size, footprint and revenues, while maintaining and growing the profit margin. During this time she worked to build out a scalable right size infrastructure.

On this episode, we interview Randie Dial of CLA (https://www.claconnect.com/) (CliftonLarsonAllen) and Michael Kelly of FullStack PEO (https://www.fullstackpeo.com) about the importance of financial auditing, taxation, consulting, and wealth advisory services to privately held businesses. In May, CLA and FullStack PEO have teamed up to ensure that FullStack PEO customers had access to great financial advisors. We got to speak to Michael and Randie about company growth, tax issues, and when a company should engage with wealth advisory services. CLA is a "cradle to grave" businesses across any industry to provide everything from bookkeeping, to compliance, to financial audits. With the pandemic and associated stimulus programs, Randie also discusses PPP loans that the government has been providing businesses due to the pandemic. There's some great advice here for every business owner. Specific to FullStack PEO, the CLA team is focused on advising young technology startups, small investors, and non-profits with companies with less than 20 employees. Special Guests: Michael Kelly and Randie Dial.

Greg Peterson – Machinery Pete – gives us his Pick of the Week (hint: it's yellow) and Doug Hensley of Hertz Farm Management joins us to talk about land values. Then Paul Neiffer of CliftonLarsonAllen joins the conversation to provide insight on possible tax plans from a divided government. See omnystudio.com/listener for privacy information.

Some things are for sure: times are changing, and so is construction. Join host Todd and guest Jeffrey Nesbitt as they discuss using technology to create better construction processes, using consistency to implement new technology, and what it means to be one of those who refuse to adapt to the new trends and tech that have swept the world.  Jeffrey Nesbitt is the national director of firm wide consulting with CliftonLarsonAllen construction and a member of the firm-wide construction strategic leadership team. With over 16 years in the construction and technology industries, Jeffrey has helped guide both domestic and international construction firms across multiple verticals with operations management reviews, business planning, information systems selection and implementation. Jeffrey’s strong construction industry market knowledge and connections have helped clients in installing best practices for connecting the back office to the field office and advisement on the latest technology tools to help you manage, grow and increase your company’s value.

On this episode of 'Count it Up!' David speaks with April Sherman, Ethics and Independence Director at CliftonLarsonAllen. They discuss what role accountants should play in your business. . Count it Up! is the official podcast of Countalytics, an inventory management system company that used A.I. to keep track of your inventory process. To learn more about Countalytics visit Countalytics.com . #inventory #inventorymanagement #business #innovative #tech #airline #airport #construction #founder #innovation #budget #costsavings #value #accuracy #operations

Diversity Without Unity is Chaos and Unity Without Diversity is Blind... So, how do we get there? At Ambassadors for Business we believe unity starts with finding common ground - via understanding each other. That's why we're hosting what we pray will become a recurring event called Thrive! Common Ground. We desire for our community to keep asking the difficult questions, listening, and having dialogue that brings understanding without casting stones. In finding common ground we can begin to unite and make progress toward toward a just society where the vision of our country's forefathers can be realized. Panelists Include: Stephen Crawford: Stephen graduated from North Central University with a degree in Urban Studies. He received a Master's of Divinity and Transformational Leadership as well as a Doctorate in Emerging Leadership from Bethel University. He is a certified business coach and corporate trainer with Experience Leadership affiliates of the John Maxwell Team. Latoya Jones Burrell: LaToya Jones Burrell, JD, MBA serves as Dean of Graduate Education and Accreditation at North Central University. Her career has included practicing law and teaching and leading in higher education. She is licensed to practice law in Louisiana and Minnesota and her practice areas have focused on bankruptcy, mass torts, complex litigation and business consulting. Duane Coleman: Duane Coleman is the President and founder of Dashboard Interactive Marketing. Duane's company has been in business since 2006 and they help small and medium-sized businesses increase visibility on Google and other digital platforms and they leverage deep dive analytics to help their clients generate new sales leads and sell products online. Bill Bojan: In 2008 Bill founded Integrated Governance Solutions, LLC (IGS), an organization whose goal is to support achievement of a higher standard of board and risk governance within the marketplace and other realms of institutions such as nonprofits, academia, and government. Since 2018 Bill has served as a Director in the Business Risk Services practice of CliftonLarsonAllen bringing next generation governance to clients in the health care, financial institutions, and nonprofit/public sector industries. Bill Green: Bill Green has served in Christian Education and Higher Education Administration for over 30 years. He has participated in various capacities for enrollment, retention, student development, and administration at the local, national and international levels. Special Guest: Jeff Sidner.

Chip Flory is broadcasting from Farm Journal Field Days in Iowa. This afternoon his guests are Paul Neiffer from CliftonLarsonAllen and Mike North of Commodity Risk Management Group. Plus Joe Vaclavik of Standard Grain stops by to report on price action. See omnystudio.com/policies/listener for privacy information.

U.S. Congressman Austin Scott (GA-8) joins us to discuss what getting to net-zero greenhouse gas emissions by 2050 may mean for farmers and other topics. Jackson Takach, chief economist  and head of strategy, research, and analytics at Farmer Mac who talks about economic conditions and the rural banking system. And Paul Neiffer, a.k.a. the Farm CPA, of CliftonLarsonAllen explains some aspects of PPP for farmers as well as the HEALS Act.

We check back in with two AICPA leaders: Ed Karl, the AICPA’s vice president–Tax Policy & Advocacy, and Chris Hesse, a tax principal in the National Tax Office of CliftonLarsonAllen in Kennewick, Wash., who also chairs the AICPA Tax Executive Committee. They’ll update us on how the 2020 marathon of a tax return filing season is going, whether the coronavirus-related return due date delay until July 15 is long enough, and what other relief taxpayers and their CPAs need.

Steven is married, has 2 kids, and has lived in Spokane, WA for almost 10 years. He works as a CPA at CliftonLarsonAllen and as an adjunct professor at Whitworth University in their MBA program. He loves being outdoors, spending time with family, reading and being active. One great resource Steven mentioned in the episode was the book “Extreme Ownership” by Jocko Willink and Leif Babin. --- Support this podcast: https://anchor.fm/stickaround/support

Dawn Johanknecht, CPA is a Principal with the Health Care Group of CliftonLarsonAllen specializing in providing accounting and consulting services for medical clinics, physician and dental groups, and other healthcare organizations.  These services include financial statement services, income tax preparation and planning, business operations advisory consulting, revenue cycle management, merger and acquisitions of independent practices, financial analysis, and practice management.

Paul Neiffer of CliftonLarsonAllen joins us to provide information on CFAP payments and other financial information for farmers. Our Farmer Forum today features two ranchers, Casey Schuhmacher of Nebraska and Jack Lavers of California, who provide their perspectives on the various aid packages we've been hearing about on AgriTalk.

Where should CEOs focus their time and energy as they scramble to survive the Great Shutdown of 2020? CliftonLarsonAllen Principal Joe Baez discusses the importance of internal reviews — people, operations, and finances — so that as the economy restarts, entrepreneurs are ready to get back to business.

Sean Kennedy, executive vice president for public relations for the National Restaurant Association joins us to discuss the challenges of the restaurant industry during the stay at home orders across the country. Then Paul Neiffer of CliftonLarsonAllen is an agribusiness CPA and he provides information on stimulus payments, tax deadlines, and other details involving the IRS during this crisis. And Greg "Machinery Pete" Peterson talks about his Pick of the Week: a John Deere 4440.

Friday on Adams on Agriculture Mark Stephenson, Dir. Dairy Policy Analysis University of Wisconsin-Madison discusses milk dumping in Wisconsin, Brian Kuehl with KCOE Isom and CPA Paul Nieffer with CliftonLarsonAllen explain how farms are eligible to participate in the Paycheck Protection Program and USB director Ralph Lott explains how soybeans are being used in running shoes.

It was a rough day in the livestock markets. We hear from Oliver Sloup of Blue Line Futures. Then Jim Bower of Bower Trading offers some advice and perspective and the importance of remaining calm. Finally, farm CPA Paul Neiffer of CliftonLarsonAllen explains a few details about the Payroll Protection Program (PPP) as it pertains to farmers.

Dave is a principal partner at CliftonLarsonAllen and a solid friend of the automotive industry. He helps us understand how the CARES act will impact us, what KPI's we need to keep our eyes on and how 2019 tax filings have been impacted. Thank you for listening we hope you learned something new. Let us know what you think. info@theindependentdealer.com Please subscribe, leave us a review and share with a friend. Connect with us online: https://www.facebook.com/groups/independentautogroup https://www.facebook.com/jlukegodwin https://www.facebook.com/sendtojeffw Listen to all our episodes on Anchor: https://anchor.fm/theindependentdealer

On this episode of PodTalks, we get an inside look at the newly promoted Manager and former Senior Financial Analyst at CliftonLarsonAllen. Trent Midthun, a junior studying marketing & sales at North Dakota State University, and Logan Ackerman, a senior studying construction management at North Dakota State University, get an opportunity to sit down with Kayleigh Biloka, CPA. Throughout the podcast listeners get a chance to see how Logan and Trent relate to Kayleigh, though they are studying unrelated subjects. Kayleigh Biloki graduated from NDSU in 2012 with her Bachelors of Science in Accounting and then proceeded to get her Masters of Accountancy from NDSU in 2013. She interned at Arthur Ventures while attending school here, and then interned for CliftonLarsonAllen in 2014 following her graduation. She has climbed the ranks at CliftonLarsonAllen since then, and in November got promoted from Senior Financial Analyst to Manager in Chicago, Illinois. Throughout the podcast, we strived to find out about Kayleigh’s experiences at North Dakota State University and were curious about her key takeaways from her time as a student. Kayleigh went in depth about her day to day operations as a Senior Financial Analyst, and discussed with us the unique skills that she has learned from her work experiences that are valuable and useful to individuals in all fields of work. It was a joy to sit down with an energetic and upbeat individual like Kayleigh! We are very excited to share this experience with you and hope that enjoyed Kayleigh’s insight into the business world. Please subscribe to PodTalks for more upbeat and informative content like this!

Startup ERP platform for cannabis companies offers six 6 modules on a Microsoft backbone.With Liz Goldhttp://CannaBizCPA.Pro at https://CPATrendlines.comAlex Glueckler began his career as an accountant at CliftonLarsonAllen. After years in financial leadership positions with large cannabis companies, today he works with Silver Leaf CBC (Cannabis Business Central), an ERP software solution he helped bring to market for the cannabis industry.

Dolph and Kelsey Vatsaas, principal at CliftonLarsonAllen, discuss ways to streamline operations within the nonprofit finance department to improve efficiency, accuracy, and audit results. A good place to start? Step back and ask, “Do we actually use this information?” Learn what to track and what to let go.       Links:   Kelsey’s Firm CliftonLarsonAllen: www.claconnect.com Read Kelsey’s Blog: Signs of Finance Department Dysfunction and What to Do About It Freemium: Contact Kelsey for a Free 30-minute Consultation   *****Timestamped Highlights*****   (5:08) A record breaker: The client with a whopping 1,800 ledger accounts (9:48) Getting federal grants can be a good time for reflection (12:28) Don’t be scared to ask for help (14:35) A Gamechanger: Negotiate the Indirect Cost Rate   (20:35) Show some flexibility with your audit timeline (22:32) Approaching your auditor when things don’t make sense (25:15) The management letter: a useful and under-utilized tool (30:25) Kelsey’s Wedding: a dysfunctional function? Nah. 

The confluence of all of the changes under the Tax Cuts and Jobs Act (TCJA) paired with the complexities of the existing tax law make tax planning and compliance more challenging for many high-net-worth individuals and families. Tune in to hear how tax and wealth transfer planning has changed under the TCJA as host Damien Martin sits down with guests Steve Bigge, Chris Hesse and Marv Hills to discuss key takeaways from a joint tax planning symposium held between BKD, CliftonLarsonAllen, Crowe and Keebler & Associates. Here's a look at what's inside our latest episode: [ 03:34 ] Background on the Tax Planning for High Net Worth Symposium [ 07:54 ] Marital deduction formulas and funding [ 09:46 ] Roth conversion planning after the TCJA [ 10:20 ] Unwinding “bad” estate planning [ 13:01 ] Break points on income tax and managing taxable income [ 14:51 ] Charitable giving after the TCJA [ 16:52 ] Social security planning [ 17:59 ] Format of the symposium and the “ah ha” moments [ 19:23 ] Elect out of bonus depreciation and use Internal Revenue Code §179 expensing [ 20:28 ] Small business taxpayers after the TCJA [ 22:08 ] Will the increased estate tax exemption stay? [ 26:15 ] Planning with Spousal Lifetime Access Trust BIO FOR GUESTS Steve Bigge is a partner with Keebler & Associates, LLP, whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques, including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning and trust and estate administration. Connect with Steve on LinkedIn Chris Hesse is a principal in CliftonLarsonAllen's National Tax Office and has more than 35 years of tax experience in public accounting, with more than 30 years of speaking and training experience before tax professionals. His career has included tax leadership of a 200-person practice and extensive tax writing and analysis services. Connect with Chris on LinkedIn Marv Hills is a partner in the Crowe LLP private client tax services group and also leads the service delivery team. He joined Crowe in 1981 and specializes in estate planning and tax consulting for high-net-worth individuals, particularly owners of closely held businesses. Connect with Marv on LinkedIn ADDITIONAL RESOURCES Symposium speakers mentioned on the podcast Bob Keebler James Clemensen Domingo Such Other resources mentioned on the podcast Charitable Giving Strategies After Tax Reform presented by Chad Gassen and Corey Ziegler (Greater Kansas City Community Foundation) Previous episodes of “Simply Tax” Episode 11: The Twins on Tax Reform for Individuals Episode 43: The Hearing on the Proposed 199A Regs Episode 46: Do You Have 199A Confusionosis? GET MORE “SIMPLY TAX” A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram

The confluence of all of the changes under the Tax Cuts and Jobs Act (TCJA) paired with the complexities of the existing tax law make tax planning and compliance more challenging for many high-net-worth individuals and families. Tune in to hear how tax and wealth transfer planning has changed under the TCJA as host Damien Martin sits down with guests Steve Bigge, Chris Hesse and Marv Hills to discuss key takeaways from a joint tax planning symposium held between BKD, CliftonLarsonAllen, Crowe and Keebler & Associates. Here’s a look at what’s inside our latest episode: [ 03:34 ] Background on the Tax Planning for High Net Worth Symposium [ 07:54 ] Marital deduction formulas and funding [ 09:46 ] Roth conversion planning after the TCJA [ 10:20 ] Unwinding “bad” estate planning [ 13:01 ] Break points on income tax and managing taxable income [ 14:51 ] Charitable giving after the TCJA [ 16:52 ] Social security planning [ 17:59 ] Format of the symposium and the “ah ha” moments [ 19:23 ] Elect out of bonus depreciation and use Internal Revenue Code §179 expensing [ 20:28 ] Small business taxpayers after the TCJA [ 22:08 ] Will the increased estate tax exemption stay? [ 26:15 ] Planning with Spousal Lifetime Access Trust BIO FOR GUESTS Steve Bigge is a partner with Keebler & Associates, LLP, whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques, including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning and trust and estate administration. Connect with Steve on LinkedIn Chris Hesse is a principal in CliftonLarsonAllen’s National Tax Office and has more than 35 years of tax experience in public accounting, with more than 30 years of speaking and training experience before tax professionals. His career has included tax leadership of a 200-person practice and extensive tax writing and analysis services. Connect with Chris on LinkedIn Marv Hills is a partner in the Crowe LLP private client tax services group and also leads the service delivery team. He joined Crowe in 1981 and specializes in estate planning and tax consulting for high-net-worth individuals, particularly owners of closely held businesses. Connect with Marv on LinkedIn ADDITIONAL RESOURCES Symposium speakers mentioned on the podcast Bob Keebler James Clemensen Domingo Such Other resources mentioned on the podcast Charitable Giving Strategies After Tax Reform presented by Chad Gassen and Corey Ziegler (Greater Kansas City Community Foundation) Previous episodes of “Simply Tax” Episode 11: The Twins on Tax Reform for Individuals Episode 43: The Hearing on the Proposed 199A Regs Episode 46: Do You Have 199A Confusionosis? GET MORE “SIMPLY TAX” A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram

Today’s guests are Cathy Schweiger and Mario McKenzie of CliftonLarsonAllen, which offers wealth advisory, outsourcing, audit, tax, and consulting services. For the past 12 years, Cathy has assisted aging services and senior living providers to plan for their sustainable and successful future. Her experience spans market research, including survey and focus group facilitation, strategic planning and program development for continuing care retirement communities, continuing care at-home programs, home- and community-based services, and a wide array of senior housing and services. She is dedicated to developing new and impactful ways to serve the rapidly growing number of older adult consumers. Mario has been working professionally assisting senior living providers for over 25 years. He works in strategic planning, feasibility study analyses, executive compensation analysis, as well as in master planning for communities. Today we will focus on CliftonLarsonAllen’s 2018 Senior Living Trends Report, co-authored by Cathy and Mario. The report identifies seven major trends. Let’s take a look at each of these, starting with senior living options.

In this episode, we will discuss the basic scope and applicability of the new ASU 2016-01 rule, Impacted investments and investment alternatives, and what this means for your CU. Bryan is principal of financial institutions at CliftonLarsonAllen. John is director of executive benefits at CUNA Mutual Group.

Karl Neset is a Fractional CFO for CliftonLarsonAllen. Karl has perfected a process that allows business owners to give employees more skin in the game and earning potential, without giving up their equity. Employees can act as owners through a profit share program that compensates people based on their contribution to the company. Karl explains why this strategy leads to a better team dynamic within the company and gives employees a strong sense of purpose, too.   Key Takeaways: [1:35] Who is Karl and what does he do for CliftonLarsonAllen? [5:10] There are roughly 10 steps in how an owner can help an employee get more skin in the game and earn more income. [6:10] The first step starts with gathering the data. [7:10] How do you properly compensate differently-skilled people? [9:25] Karl shares an example of how a system like this (ownership among employees) looks like, once it’s been properly put into action. [11:40] It’s a team discipline. If one screws up, they all screw up. [12:20] What does the sales department look like when a strategy like this is put in place? [14:10] A system like this makes it a lot easier on the owners. They do not have to micro-manage their employees. [15:35] If the owner goes away for a couple of months, the business will still run smoothly, because employees are being compensated similarly to how the owner is being compensated. [16:45] What kind of percentage does each employee get, based on their roles? [18:35] This strategy gives motivation to both new and older employees who now see that they can be a part of something meaningful and they will get compensated fairly well for it. It gives them drive to advance within the company and obtain career growth. [19:50] The next step is to lay out different projections for the next five years in the company. You should have three: A bad year, an okay year, and a great year. Based on these numbers, your employees will be compensated accordingly. [21:00] This model allows for employees to make double, in some instances, than what they can in an open market. Who wouldn’t want that? [22:35] If someone makes double their normal salary, do they start getting cocky? How does that affect the company as a whole and how do you address it? [28:20] Before implementing a plan like this, why is it important to run it through HR first? [30:40] Many employees/owners might think this plan is too good to be true or unsustainable. [32:15] It is critical to incorporate wealth management classes in the company after a strategy gets put into place. Employees who see a huge spike in wealth do need to understand what that means to them. [33:30] Why should a business owner use this strategy vs. something like using phantom stock or equity? [37:00] What are some things to think about/potential mistakes that could happen?   Mentioned in This Episode: Dynastylc.com Claconnect.com Email Karl: Karl.Neset@Claconnect.com Karl on LinkedIn

The New Money “Must-Dos” with Mark Trittschuh – 3-12-16 | Mind Body Spirit Living Personal financial decisions can be overwhelming and sometimes scary, but can also be a key aspect of long term peace and security.  It’s challenging to keep up with all the latest news and changes that happen in the financial world, so we turn to our guest this week to share what we need to know to have this be our “Best Year Ever” in managing our finances.  Tune in to learn more about what you can focus on this year that can have a big impact on your financial future. Mark Trittschuh is a Director at CliftonLarsonAllen Wealth Advisors and serves as an investment advisor and wealth manager for high-net worth individuals. Mark graduated with a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio.  He is a Registered Investment Advisor and is a member of the Investment Management Consultants Association. Mark  has over 20 years of experience in the financial service industry with extensive experience as an investment advisor for individuals and investment consultant for foundations, endowments and corporate defined contribution plans.  His background includes providing investment performance reporting for investment committees, research, evaluation and selection of investment managers for various asset classes based upon client needs and objective, and development of asset allocation strategies and analysis of asset manager performance relative to appropriate benchmarks and peer groups. Mark resides with his family in Lake Zurich, IL.  His hobbies include golf, tennis and oil painting.  

Paul Neiffer with CliftonLarsonAllen talks with Chip on this Top Producer Business Driver about managing your accounts.

This week, we look at fraud because it’s been in the news a lot lately. It all started with a series of stories in the Washington Post the fall, and the tales of woe for organizations large to small are heartbreaking. My guest is John P. Langan, a CPA and managing partner with CliftonLarsonAllen, our show sponsor. We discuss … Read more about this episode...

Do you ever grapple with whether you should spend more on your finance department or buy new accounting software? Do you know if the work the staff is doing could be done more efficiently? Well, you’re not alone. My guest this week is Tim Warren, a partner with the national accounting firm of CliftonLarsonAllen. The company has been hosting … Read more about this episode...

This show is geared to those nonprofit leaders who are somewhat intimidated by budgeting or who know there’s a better way to do it. I’m guessing that some of you have begun work on your July to June budgets and others are making mid-year budget corrections. My guest is Harold Parsons, a CPA with our show sponsor CliftonLarsonAllen. He’s … Read more about this episode...

A few weeks ago, I interviewed Andrea Berry of Idealware about choosing donor software. She provided very useful advice about that but I did not get into issues about how making sure the database is secure, how you determine who has access to it, and even more broadly, what kinds of rules nonprofits should have about appropriate use of computers … Read more about this episode...

It’s the Labor Day holiday in the U.S.and so I’m taking a break from my work by repeating one of my favorite shows. Believe it or not, it’s about managing cash flow. The thing I love about this show is that my guest, who is a CPA specializing in nonprofit accounting, shares from his direct experience as a board member … Read more about this episode...

The show this week focuses on training because just about every nonprofit has someone in the organization who is training staff, volunteers, board members, service providers or clients. I know a nonprofit that cooks and distributes meals every day. The kitchen director regularly has to train people about food safety and preparation. Another organization trains new staff about mental illness, … Read more about this episode...

Most leaders of active non-profits produce a monthly balance sheet and income statement. However, many don’t produce a cash flow projection which tells executives and board members if they’ll have enough cash in the bank to cover the bills every month. On this week’s show, my guest and I discuss why managing cash flow and using a projection is so … Read more about this episode...

On this week’s show, I speak with John P. Langan CPA, managing partner of CliftonLarsonAllen, a top 20 national accounting firm with 225 professionals serving more than 5,000 not-for-profit organizations in 18 states. John has served the non-profit sector for more than 25 years and worked with all sizes and types of non-profits and trade […] The post Nonprofit Spark – What accountants wish non-profit leaders knew about non-profit finances – 01/09/12 appeared first on WebTalkRadio.net.