Podcasts about eisneramper

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Rosenblum, Managing Partner & Portfolio Manager, RS Low Beta Opportunity Fund and RS Crypto Income Fund. David shares his outlook for options trading including the greatest opportunities and challenges, and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cameron Wood, Director, Northborne Partners, a Minneapolis-based middle market investment banking firm with a specialty in advising on complex sell-side transactions.  Cameron shares his outlook for dealmaking for the remainder of this year. In addition, he  discusses best practices for companies contemplating sell-side transactions, including legal considerations, trends in the due diligence process and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bob Robotti, Founder & CIO of Robotti & Co. and Theo van der Meer, Senior Associate-Asset Management at Robotti & Co. They share their outlook for value investing including the greatest opportunities, challenges and more. They also share their outlook on asset allocation and what investors might be missing.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jason Torres, Managing Partner, Sana Capital, a health care venture capital firm which invests in overlooked founders. Jason shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sal Naro, Chief Investment Officer, Coherence Credit Strategies. Sal shares his outlook for investing in credit, including the greatest opportunities and challenges. He also shares his outlook for the Department of Government Efficiency (DOGE) and more. 

Kevin Burgoyne, President & CEO of the Florida Venture Forum, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his support and networking organization creates valuable opportunities for founders and startups seeking capital and services to grow and scale. In this episode, discover how the organization's dynamic in-person and virtual events, major conferences, and meet-ups foster connections between founders and key capital sources and service providers. Tune in to learn how this membership organization plans to build on its 40-year legacy of transformative success in Florida, setting itself apart as a catalyst for growth and fostering venture-backed successes in the state's innovation ecosystem.

Join host Tony Davis as he sits down with Cody Loup, an expert in internal audit and control services, to explore their critical role in healthcare organizations. In this episode, Tony and Cody delve into how these services can enhance operational efficiency, improve compliance, and ultimately improve patient care. Whether you're a healthcare professional, administrator, or simply interested in the inner workings of healthcare systems, this insightful discussion will shed light on the invaluable benefits of robust internal audits and controls. Tune in to discover practical strategies and real-world examples that highlight the transformative impact of these essential services.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patrice Bonfiglio, President, Sarissa Capital Management, a Connecticut-based activist investment manager that invests in health care. Patrice shares her outlook for activist investing in health care, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Meg Epstein, Founder & CEO of the CA South Development, a woman led commercial real estate firm focused on Nashville and other similar markets throughout the Southeastern U.S. Meg shares her outlook for commercial real estate investing in Nashville and those surrounding markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.

Soyoung Park, General Partner at 1004 Venture Partners, joins EisnerAmper's TechTalk host Fritz Spencer to explore the landscape of healthy aging investments. Park's firm is a global specialist fund with an investment thesis focused on “healthy aging” throughout life. In this episode, discover how the firm is advancing health and wellness through investments in health tech, age tech, and healthcare infrastructure. Tune in to learn how 1004 Venture Partners' commitment to healthcare innovation is paving the way for a healthier, more vibrant future for all.  

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tim Newington, Managing Director, Macritchie Group, a niche real estate investment manager in Canada. Tim shares his outlook for niche real estate investing, including the greatest opportunities and challenges, how the firm integrates ESG and more.

Dr. Sanna Gaspard, Founder & CEO of Rubitection Inc., joins EisnerAmper's TechTalk host Fritz Spencer to discuss the future of skin health monitoring applied to the care management for chronic wounds and dermatological conditions. Rubitection is pioneering an easy-to-use, cost-effective device and software solution for caregivers and healthcare professionals to monitor incremental changes in skin health. In this episode, discover how her medical device startup is developing a handheld device and AI care management platform to improve the assessment, detection, monitoring, and care management of skin-related diseases. Tune in to explore their FDA and funding strategy and learn about their mission to become the global standard for skin health monitoring and care management—advancing access, equity, and reliability in patient care.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Grace Sprite, Managing Director of New Land Capital, a New York and Hong Kong-based high growth real estate private equity firm. Grace shares her outlook for real estate private equity investing, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

Matt Ellis, Co-Founder and CEO of Measurabl, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how their cutting-edge ESG data platform is revolutionizing sustainability in the real estate industry. In this episode, discover how Measurabl helps organizations leverage their ESG data to enhance asset value and reduce capital costs, leading to more profitable real estate. Tune in to learn how this comprehensive platform empowers businesses to meet sustainability benchmarks, assess climate risks, and capitalize on decarbonization and sustainable finance opportunities—driving responsible growth.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Melchiorre, Managing Partner & CIO, Forza Investment Group, an alternative credit and event-driven opportunities investment manager. Mark shares his outlook for credit markets, including where he sees the greatest opportunities for the future and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kashyap Shah, Managing Director, Public Pension Capital, a middle market private equity firm started by former General Partners of KKR that specializes in acquisitions and accelerations of high potential service businesses. Kashyap discusses some of the transactions PPC has completed and some of the underlying themes that motivated them. He also discusses some challenges he faced when it came to those transactions and finally, touches upon how automation and AI are expected to impact the space over the next decade plus.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Aron Dantzig, Managing Partner, Capital IP, a specialty credit firm focused exclusively on investments in technology and technology-enabled businesses. Aron shares his outlook for investing in those areas including the greatest opportunities, challenges and more. He also shares how the firm integrates ESG, DEI and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lashley, Principal, PL Capital, a hedge fund that invests in bank stocks. Rich shares his outlook for the banking industry and bank stocks, including the greatest opportunities, challenges, trends and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tucker Scott, Founding Partner, Bergen Park Capital Management, which manages a small and mid-cap international equities fund. Tucker who spent over 20 years at Franklin Templeton,  shares his outlook for investing in small and mid-cap international equities, including the greatest opportunities, challenges and more.

Dr. Rik Mehta, Co-Founder of Lactiga, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his biotech startup is pioneering the development of the first mucosal antibodies to treat the unmet medical needs of immunodeficient patients. In this episode, discover how Lactiga is unlocking the full therapeutic value of human milk to create this next generation of anti-infectives. Tune in to learn more about the startup's mission to give immunodeficient patients a new line of defense against pathogens, significantly improving their quality of life and offering hope for a healthier future.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Bryan Wagner, Partner, Private Equity, Creation Investments Capital Management, a global impact investment manager focused on financial services investments and growth and buyout opportunities in emerging markets. Bryan discusses some of the transactions Creation has completed, including Vastu Housing Finance and DD360. He walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. He also discusses the due diligence process on those deals and more.

Jon Chu, AI Strategist and Founder of Revolv, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how Agentic AI is unlocking the potential of underrepresented founders and reshaping business models for resiliency. Revolv puts inclusivity at the forefront, supported by a multigenerational community that empowers entrepreneurs to succeed. In this episode, discover how Revolv is investing in people, partnerships, and technology to help startups overcome challenges and bridge the gap between talent and opportunity. Don't miss this insightful conversation about transforming innovative ideas into scalable ventures.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rishi Sadarangani, Founder & Chief Investment Officer, R/Evolution Gate, a New York-based asset manager focused on innovation-based stock picking. Rishi shares his outlook for innovation-based stock picking, including the greatest opportunities and challenges, along with how the firm integrates ESG/DEI and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Braverman, the new national leader of EisnerAmper's Transaction Advisory Services Group. Mike shares his outlook for dealmaking in 2025 on the heels of the recent results of the U.S. Presidential Election. In addition, he discusses best practices for companies contemplating buy-side and sell-side transactions, trends in the due diligence process, pieces of advice for clients to protect themselves from a potential dispute post-transaction and more.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Pannell, CEO & Chair of Kaiju Worldwide, an ecosystem of technology research companies that specialize in predictive AI-based financial products including private funds. Ryan shares his outlook for predictive AI investing including the greatest opportunities and challenges. He also shares his views on ESG investment decisions and more.

Srinivas Shenoy, Founder and CEO of Aloha Protocol, joins EisnerAmper's TechTalk host Fritz Spencer to discuss the next era of AI for enterprises. Aloha Protocol operates under the foundational principle that AI inference is better when different AI models arrive at a consensus. In this episode, discover how Aloha Protocol is delivering advanced AI tools and industry-specific solutions that help enterprises make critical decisions. Tune in to learn more about this startup's game-changing approach to AI and enterprise innovation.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Igor Bekker, Founder and Portfolio Manager, 42KM Investment Partners, a Toronto-based asset manager that specializes in culture-led long-term investing in listed global equities. Igor, who most recently spent 17 years at Ontario Teachers', shares his outlook for culture-led long-term investing in listed global equities including the greatest opportunities and challenges. He also shares how the firm integrates ESG and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Lisa Melchior, Founder & Managing Partner of Vertu Capital, a growth equity firm focused on Canadian technology businesses. Lisa, the first woman in Canada to launch a private equity firm, shares her outlook for growth equity investing in Canadian technology businesses, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Lindsey Wendler, Managing Director, 414 Capital, a global financial advisory and investment banking firm. Lindsey shares her thoughts on how the recent results of the U.S. Presidential Election are expected to impact dealmaking and M&A activity. In addition, she discusses what the buy-side and sell-side will be looking at with respect to transactions, specific industries or transactions she believes will be most impacted, significant changes in deal points in buy-side and sell-side transactions, the due diligence process for dealmaking and more.

Jumana Al Hashal, Co-Founder and CEO of Volt Air Technologies, a public benefit corporation , joins EisnerAmper's TechTalk host Fritz Spencer to discuss the future of electric commercial transport. Volt Air Technologies is pioneering smart, cost-effective, climate-first solutions that help ensure access to medicines and fresh foods. In this episode, discover how this startup is removing fossil fuels from the equation and bringing down the cost per delivery for its customers in a meaningful way through its temperature-sensitive, vertically-integrated software and hardware options. Tune in to learn how the startup is revolutionizing urban deliveries operationally, economically, and environmentally.

We're excited to share a new episode of Compliance Conversations where CJ Wolf, MD talks with healthcare compliance expert Nancy Clark, the Senior Manager of Health Care Services at EisnerAmper! In this episode, Nancy brings decades of experience in coding and revenue management to address improper payments—a costly issue for healthcare providers. Listen in as we dive deep into: - The most common coding errors and how to avoid them - How to leverage Medicare's transparent data to stay compliant - Steps you can take to safeguard your practice's revenue and reputation Whether you're in compliance, billing, or coding, this episode is packed with actionable insights that could save you time, money, and stress.

Jennifer Johnson, Founder and CEO of JennJ Health and Fitness, talks with EisnerAmper's TechTalk host Janina Teoxon about her remarkable journey from being a cancer patient to launching a startup that's focused on closing the health equity gap for all patients. In this episode, discover how Jennifer is leveraging an innovative AI-driven fitness solution for breast cancer patients, empowering them with data that can positively influence their medical treatment. Tune in to gain valuable insights from Jennifer on applying for grant funding, and learn what success truly means to her.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Todd Perman, President & CEO, SEED Healthcare, a venture capital firm that invests in health care. Todd shares his outlook for VC investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG.

The AICPA & CIMA National Tax Conference will take place on November 11 and 12 in Washington, DC. Join Brandon Lagarde, Tax Partner at EisnerAmper, and April Walker, Lead Manager on AICPA & CIMA's Tax Practice & Ethics team, to learn more about what to expect from the upcoming conference. Conference sessions will feature topics such as: The impact of election results on tax legislation: Investigate the potential legislative outlook based on the recent election results and how it might affect tax policies. Tax Cuts and Jobs Act (TCJA) expiring provisions: Provisions of the TCJA are scheduled to sunset at the end of 2025; learn more about how to prepare and explore planning opportunities. Practical tax strategies: Sessions at the conference will cover various tax tactics, including gifting and income tax planning strategies, for clients who are not currently subject to estate tax. Ethical dilemmas in tax practice: A session will discuss common ethical dilemmas faced by tax practitioners and provide insights on how to handle them. The future of tax practice: Investigate the importance of transforming tax practices with year-round advisory services and how to implement these changes in a tax firm. AICPA resources AICPA & CIMA National Tax Conference — For tax practitioners, there's no better place to get immersed in current events than the AICPA & CIMA National Tax Conference; in-person and virtual options are available. Reimagining your tax practice — Join us for free upcoming live roundtable sessions to tackle today's top practice management issues with insights and tips from pioneers in the tax community. TCJA expiring provisions — This detailed, downloadable resource offers an in-depth look at the expiring provisions under the TCJA and other recent legislation. It categorizes changes across individual tax, estate and gift tax and business tax provisions, organized by year of expiration. Transcript Neil Amato: Welcome back to the Journal of Accountancy podcast. This is Neil Amato with the JofA. I'm excited to be joined for today's episode by two top flight tax experts in this special collaboration episode with the Tax Section Odyssey podcast with our guests, we're discussing the AICPA & CIMA National Tax Conference which begins November 11th in Washington. Those guests, April Walker, lead manager with the tax practice and ethics team and host of the aforementioned Tax Section Odyssey. Also Brandon Lagarde, tax partner at EisnerAmper and Chair of the Tax Conference Planning Committee. We have a lot to get to. We're excited to have you on. First, a quick welcome, April and Brandon, thanks for being repeat guests on the JofA podcasts. April Walker: Thanks so much for having me Neil. I'm excited to be here. Brandon Lagarde: It's very exciting to be here Neil. Thank you for having me. Neil Amato: Yeah, we're glad to have you both on as I said, the Tax Conference is November 11th, less than a week after election day. Brandon for you first, tell me what you're looking forward to about this event which is at the Omni Shoreham Hotel in Washington? Brandon Lagarde: Yeah. I'm looking forward to just go into DC. It's going to be a week after the election, hoping that we know who the president will be and what the makeup of Congress will be at that time. Again, it's going to be a great atmosphere, a great opportunity to go to the nation's capital, to hear from some of the best tax minds out there. Neil Amato: April, I know you're a repeat attendee at that conference. You're also running sessions, recording podcasts, taking part in panels. What do you look forward to from the event? April Walker: It's always a busy conference for me and I love being in DC and it's very exciting for me to be there, like Brandon said right after the election. Speaking of that, really what I'm looking forward to most is hearing more about what the potential legislation outlook could look like based on those results, based on those election results. I think we'll hear more about we've talked a lot about the Tax Cuts and Jobs Act, the TCJA, that it potential expiration, what that means. We'll really be able to dig into that at the conference. I'm excited about that. Neil Amato: It's almost like we planned this. My next thing was going to be the TCJA. Some of the provisions of that Act, the Tax Cuts and Jobs Act, are scheduled to sunset at the end of 2025. Clearly, there is a lot of uncertainty about the provisions right now as we record and the first part of October. But I imagine that topic is going to be a popular one at the conference. Brandon, What do you think? Brandon Lagarde: Yes, absolutely and that's why, again, being there at the heart of it all after the election and getting to hear from presenters and speakers about just what the future holds for tax professionals, end of 2024 is going to be really important for us. 2025 is going to be incredibly important for tax practitioners to understand and remind ourselves of here are all these provisions that we've been dealing with for the last seven years that are going to expire. What's going to happen? Where are we going to be? A lot of planning opportunities, lot of reason to get in front of clients to learn about what we have in the horizon. Again, that's why this conference, particularly just the time of the year. It is in the election cycle, and heading into 2025, 2026. It's probably the most important conference that's ever taken place. This is just a really important time for us to get together and to really try to figure out what's going to happen. Of course, we're not going to know exactly at that time, but at least start to have a better understanding, a clear picture of what we can expect and what should we be talking to clients heading into 2025? What are some things that need to be doing? Because you can't just turn on the switch in November of 2025 and start to really think about this. Right now is really the time to get ahead of it and remind ourselves what provisions are expiring? What do we need to start thinking about planning opportunities to get ahead of it? That's what's at stake at this time. April Walker: I love Brandon that you're setting the bar really high. The most important conference of all time. Here we go. Neil Amato: Yeah, that's great and because it's the most important conference of all time, we will include a link to the conference registration page with the agenda information and all of that in the show notes for this episode. One of the items on that agenda is being led by Marty Finn. He's a previous guest on the podcast. He has a session on tax and financial planning. When estate taxes don't matter. Now not to steal Marty's thunder. But can you give me a little preview of the highlights of that session? Brandon Lagarde: Certainly. We will spend a lot of time at this conference again, learning about the estate tax world and the sunset provisions and trying to navigate that. But the reality is a lot of our clients are not subject to estate tax. A lot of our clients are not having to worry about the sun setting provisions. We thought it was important to have sessions that not just focused on the top 1% of our clients, but to the 99% or to the large majority of our client base. Things like gifting strategies, what we need to be talking to clients about, who aren't necessarily dealing with the estate tax. Income tax planning strategies around that. Really just as practitioners, what do we need to be talking to clients about? We're not super focused on just estate tax and the ultra wealthy or the wealthy. That's one thing that we really try to work hard as committee in this conference is to find sessions that have a very practical application. That we can take away tips and tricks and things to our client base and back to our hometown and not just focused on the very academic discussion that a lot of tax practitioners like to have. That they can relate to. Try to have sessions that are very practical in nature and the Marty session is definitely one of those. He's going to do a great job giving some really good tips and tricks to people to bring home. Neil Amato: I liked the practical part you mentioned, and that leads me into another session that I want to ask you about. This is one that April is taking part in with Dan Moore and Mark Gallegos.The title of the session is Tax Practice makeover, transforming with year-round advisory services. Tell me some more about that session. April Walker: Yeah. I'm really excited about that session. A lot of what I do here at the AICPA is try to help practitioners think about the future, the future of Tax Practice, the future of what a firm could look like. So we had this idea to do like a makeover of a practice. We're going to talk about some of the different aspects of a practice that you could make over- billing, client focus. One of those is about adding advisory services. We'll talk more about that. So come and join us and learn how you could do a makeover of your practice. Neil Amato: That's great. Now another session with an intriguing title, this is you, Brandon and you April, test your tax ethics IQ. Now one that sounds like one that people have to do some homework on or some pre-reading, maybe I don't know, but tell us about that session. What's a flavor of it that you can tell attendees about now? Brandon Lagarde: We're going to try have fun with this session. Play some games that have come up with like a quiz atmosphere. I think April going to try bring a buzzer for people to buzz in and answer our questions. But really focus on ethical dilemmas. We're faced with ethical dilemmas daily, with clients who are either trying to push the boundaries a little bit or just get into some situations where they find themselves in a bad place. We're constantly being asked to address the situation with our client base. Whether you need amended return for XYZ reason. Can you take on a client because of what's going on? Do you need a fire a client? Because they may be trying to push the envelope a little bit. Really, there's a lot of ethical dilemmas that we face as practitioners. This is really a time for us to again, have some fun with it. To the extent that ethics is fun. We're going to try to test the audience and see what they think. It's always amazing if you ask a room of people what they think about certain tax ethic issue or are really just a tax topic. In a room of 100 people, there are probably 100 different opinions on what should be done. I think it can be fun. We're going to try have fun with it. Again, I really trying to also provide some education so if you find yourself in these situations, here's some things to consider. But again, April and I, we hope to have fun with that. April Walker: Just come visit us. There is no pre-work. To answer your question, Neil, there is no pre-work to the session. We'll take a lighthearted take on a potentially tough, dry subject. Neil Amato: Great, and this quiz is not graded. You still get the CPE as long as you're showing up, right? April Walker: Absolutely. Neil Amato: Well, good. One of the themes that I'm hearing is providing advice on the topic of expanding services beyond just, "Hey, we're going to do taxes for someone." But if someone said to you, maybe after a session, "Hey, I really liked what you said there. But gosh, I'm a smaller firm," or "It's only me. I don't know where to start." What do you tell them? April Walker: What I would do, if they came up to me and I hope they do. You can come up to me at our booth. You can come up to Brandon and I if you see us. We will likely be posted up in the bar at the Omni. Come see us anytime. But what I would tell you, we talk to small firms all the time. One thing I recommend them is come to a session that I do that's on the computer. It's not live at the conference, but it's called Reimagining your tax practice. I'm really more about re-imagining and having makeovers and that sort of thing it seems like. But in those sessions we really talk about the nitty-gritty. Sometimes it's hard to think about this big process of going from X to Y. We like to talk in those sessions about practical ways. I like to focus on the practical. How to actually get where you're going, or how to change things in your practice or how to change how you're operating. That's probably what I would say if you came up to see me wherever you might find me. Neil Amato: This has been great. We've mentioned session by Marty Finn. We've mentioned some sessions you are taking part in. Of course, we've mentioned that key acronym these days, TCJA. Brandon, in closing. Anything you'd like to add as we wrap up this Tax Conference preview episode. Brandon Lagarde: Yeah. Certainly. A couple of other terms you'll hear out there. AI, which we have a session. Transforming your tax practice. One thing we like to emphasize about all of our conferences, but certainly this one is, there'll be lots of sessions with lots of smart people talk speaking at these sessions with great content. A lot of times your challenge is which sessions do I go to. Because it's such a great hour, hour-and-a-half of content. You'd have to choose. At the moment, you do have to pick a session. But you have access to recordings of all the sessions after. I often go back and watch sessions that I wasn't able to attend because of that great content. It's just a wealth of information. Again, you get a little parting gift when you leave. Not only do you meet up, making new friends, meet people at the conference, talk about challenges you're facing with your colleagues and also hear some of the best speakers in DC and have a great time there. But you also get to have access to all the recordings after and watch the sessions after that you missed, and that is invaluable to have access to that content. Neil Amato: April, how about you? Anything to add in closing? April Walker: I think one thing that's really important about this conference being in DC, and we haven't mentioned yet, is the ability to have IRS speakers that come and speak to us. We're going to have the taxpayer advocate, Erin Collins. We'll have other IRS speakers scattered throughout the conference.That's another opportunity to really hear where they are on certain things and be able to ask them questions. Neil Amato: Yeah. That's great. It's a good reminder that there is that access to IRS officials every year at this conference. Really thank both of you for your time. Again, look forward to the conference November 11th, Brandon, April. Thanks for being on the JofA podcast. 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 EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Andrew Bernstein, Senior Managing Director and Head of Private Equity at Capital Dynamics, a $14 billion independent global asset management firm focused on private assets.  Andrew shares his outlook for dealmaking in private equity including opportunities, challenges, how the climate has impacted transactions, the due diligence process for M&A activity and more.

Andrew Satz, Co-Founder and CEO of EVQLV, talks with EisnerAmper's TechTalk host Fritz Spencer about his startup's mission to leverage advances in computation to revolutionize the discovery and engineering of therapeutic antibodies. In this episode, Andrew discusses how his proprietary platform generates “intellectual property as a service” for fully human antibodies, significantly reducing development costs and time. Tune in to hear how EVQLV aims to accelerate the creation of personalized medicines, paving the way for a future where treatments are tailored to each individual patient.

Welcome to "Beyond Healthcare Compliance with Joanna Lambert, Director Healthcare Consulting & Advisory," where we delve into the dynamic world of healthcare consulting. In this episode, we introduce you to Joanna Lambert, a healthcare consultant and director at EisnerAmper. She shares her professional journey, detailing her extensive background and experience in the healthcare industry. Discover the critical work she does for healthcare organizations, from improving operational efficiency to strategic planning and financial management. Learn about the top three trends currently shaping the healthcare landscape, and gain insights into her favorite areas of focus within the field. Our director also gives valuable advice on what healthcare organizations should prioritize to achieve financial success in today's challenging environment. Additionally, she highlights the comprehensive services that EisnerAmper's healthcare team offers, designed to support, and elevate healthcare organizations. Join us for an engaging and informative discussion that offers a wealth of knowledge and ability for anyone involved in the healthcare sector.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Ryan Alberg, Partner at Duco Capital, a Minneapolis-based growth expansion investment firm that invests in B2B and B2C industries in the Upper Midwest. Ryan discusses some of the transactions he has completed, including Top Promotions and Klesk Metal Stamping, sharing the processes, opportunities, challenges, how he navigated the due diligence processes on those deals and more.

Pablo Casilimas, Co-Founder and Managing Partner of OneSixOne Ventures, talks with EisnerAmper's TechTalk host Fritz Spencer about his journey from starting a marketing agency in college to founding an accelerator program and then launching a venture capital firm. In this episode, Pablo discusses the inspiration behind the firm's name, rooted in the Fibonacci sequence—the “Golden Ratio,” its mission to foster efficient growth for startups, and the distinct differentiator to boost deal flow. Tune in to hear about their impactful journey, investments, and the vibrant community they've built.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alecia Hill, Vice President, Impact Investments, FCP, a Washington, D.C.-based real estate private equity firm. Alecia shares her outlook for impact investing in real estate private equity, including the greatest opportunities and challenges, along with her experience being a woman in the industry and more.

Juha Mikkola, Co-Founder & CEO of Usko Health, talks with EisnerAmper's TechTalk host Fritz Spencer about his startup's mission to make high-quality dental care accessible to all Americans through medical tourism. In this episode, Juha discusses how his platform gives patients the ability to easily compare dental services quotes from multiple dentists within Usko's experienced network. Learn how Usko is standardizing the process of booking international dental appointments- allowing consumers to save money without compromising the quality of their care.

Revenue cycle management (“RCM”) sounds simple enough but ultimately affects nearly all aspects of your organization's operations, from the requests for an appointment down to the collection of the revenue for services and everything in between. In this EisnerAmper podcast, EisnerAmper Healthcare Director, Tony Davis speaks with Partner and head of the firms Revenue Cycle Management Services, Steven Bisciello. The two cover the basics of proper revenue cycle management for healthcare leaders, why it's important, and key developments and best practices leaders need to know to maximize their accounts receivable.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Josh Hartmann, CEO of NexMetro Communities, a real estate investment firm focused on build-to-rent housing communities. Josh shares the outlook for investing in build-to-rent housing communities, including the greatest opportunities and challenges, how the firm integrates ESG and more.

McKelvey Packard, Co-Founder of Everykey, talks with EisnerAmper's TechTalk host Fritz Spencer about how his startup is improving protections for users' credentials against data breaches with the world's first patented universal smart key. In this episode, McKelvey shares the unique features of Everykey, which replaces passwords and keys by using proximity-based authentication. Learn how McKelvey and his team are making security for user data more convenient and unintrusive than ever before.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Roger Vincent, Founder & CIO, Summation Capital, a newly launched firm that manages an endowment-style private equity portfolio. Roger, who formerly led Cornell's private equity portfolio, shares his outlook for endowment-style private equity investing, including the greatest opportunities, challenges and more.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Donald Zilkha, Founder, Zilkha Investments, a New York-based activist value manager focused on small and midcap public companies to take private. Donald shares his outlook for activist value investing in small and midcap companies to take private, including the greatest opportunities and challenges and more.

Julia Lucidi, Founder and CEO of Founder Tactics, talks with EisnerAmper's TechTalk host Fritz Spencer about her journey to stoke the growth of the budding tech community in Florida. In this episode, Julia discusses the potential, and opportunities present in places like Fort Lauderdale to build tech communities, the advantages these locations offer, and how Founder Tactics seeks to better connect the corporate, investor, and startup forces present–creating a space for everyone at the table.   Follow Founder Tactics podcast on Spotify or YouTube. 

In this episode of Breaking Ground, Jeffrey Richman of EisnerAmper's Real Estate Services Group, speaks with C-PACE loan expert Jonathan Kloos. C-PACE loans offer lower interest rates and are secured by the property, making them a good fit for property owners looking to improve energy efficiency. Listen now to learn more about this funding source and how to qualify.

Natalie McVeigh joins me to talk about her interest in the study of neuroscience of stress and conflict and how she uses what she continues to learn about human brains, emotions, and stimuli in her work with families as a coach, consultant, and mediator. And she helps to bust a few brain myths. Here are some key points Natalie made: perception is everything. When we think about conflict we should focus not on the stimuli (which can very rarely control), but on our response to stimuli. We are 100% irrational. Our beliefs follow our behavior.Natalie recommended two books by Neuroscientist Lisa Feldman Barrett: How Emotions Are Made: The Secret Life of the Brain andSeven and a Half Lessons About the Brain. She also mentioned Fault Lines: Fractured Families and How to Mend Them by Karl Pillemer.Find her on LinkedIn here: https://www.linkedin.com/in/nataliemcveigh/Find Natalie at EisnerAmper here: https://www.eisneramper.com/about-us/professional-directory/natalie-mcveigh/Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.