Podcasts about withum

In Part 1 of this two-part series, Steve Brady, Market Leader of Transaction Advisory at Withum, sits down with Joe Ehrlich, National Practice Leader of Private Equity, Family Office, and M&A, and John Kerns, Executive Managing Director for the Northeast Region—both of Brown & Brown. Together, they explore the evolving role of cyber insurance and its growing impact on deal-making. 

In this episode of Unveiled: GovCon Stories, we explore what happens when innovation meets bureaucracy in government contracting. Dean Niedosik shares how his team developed a promising cyber/AI product—only to have progress stalled by the pandemic and ultimately shut down by corporate decision-making. He reflects on navigating leadership hurdles, the shift to small business agility, and the balance between structure and creativity. It's a candid look at resilience, pivoting under pressure, and rethinking innovation in federal markets.Dean Niedosik is the Director of Growth at HumanTouch (HT), with over 20 years of experience in strategic innovation, tech sales, and systems integration across the public and private sectors. He leads business development, capture, and marketing to drive federal sector growth through data management and AI/NLP solutions. His career includes building the Red Bull brand, launching Alcatel Mobile's IP products, and leading strategic innovation at Booz Allen. Dean also co-chairs AFCEA's International Small Business Committee and Innovation Roundtable, championing small business success in government markets.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:HumanTouch: https://www.humantouchllc.com/ Case Studies & Insights: https://www.humantouchllc.com/blog HumanTouch Capability Statement HumanTouch SolutionsSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

We're in a season of disruption—political shifts, evolving policies, contracting delays, and social tensions are impacting how business gets done, especially in the federal space. If you're a small business owner or leader trying to make sense of how to stay relevant—or just stay open—you're not alone.In this episode, we're unpacking how to navigate the high-stakes environment of public sector contracting when the rules seem to keep changing. We'll explore how policy, politics, and procurement slowdowns intersect with real-world business survival.Then, we'll shift gears and talk about tangible strategies to pivot smartly—without losing your footing. Whether you're repositioning your offers, realigning with a new customer, or expanding to commercial markets, this conversation is your guide to pivoting with power, not panic.Guest Bio:Shaun Edens founded Lucky Rabbit in 2020 and has since led its growth into a trusted digital modernization partner for agencies like USCIS, OPM, CMS, GSA, and ED, as well as commercial clients like CrabPlace.com. With a background in senior roles at firms including CTEC, TechFlow, Enlightened, and Booz Allen Hamilton, he brings deep expertise in agile transformation, cloud migration, DevSecOps, and enterprise architecture.Shaun holds an MBA from the University of Illinois and a B.S. in Computer Science from Morehouse College. He's certified in SAFe, Scrum, Product Ownership, and AWS, and skilled in tools like ReactJS, Go, Python, and CI/CD pipelines. Focused on innovation and transparency, Shaun continues to lead Lucky Rabbit in delivering human-centered, secure digital solutions that drive real impact.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:Lucky RabbitLucky Rabbit BlueTechFollow Lucky Rabbit on LinkedInSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Capital Table, Steve Brady, Market Leader of Transaction Advisory at Withum, speaks with Travis Loomis, Senior Manager and M&A Advisory Lead at Withum, as a follow-up to their recent pavilion session at DealMAX 2025. Steve and Travis discuss how operating partners go beyond the basics to unlock growth potential, such as driving revenue expansion, enhancing customer experiences, and enabling digital transformation.

Bidding on government contracts is tough—especially for small businesses facing limited past performance and resource constraints. A loss can be discouraging, but it can also be a catalyst for growth.In this episode of Unveiled: GovCon Stories, PBG Consulting's President & CEO Pawla Ghaleb and People & Culture Lead Irina Batchelor share how a major GovCon loss reshaped their strategy. They discuss the challenges, lessons learned, and key adjustments that strengthened their future proposals.This candid conversation goes beyond the success stories, offering real insights on resilience, strategy, and innovation in government contracting. Tune in to learn how setbacks can become stepping stones to GovCon success.Guest Bio:Pawla Ghaleb, CEO of PBG Consulting, is a trailblazing leader with over 20 years in IT solutions, strategic consulting, and program management. Under her leadership, PBG has earned accolades like The Washington Post's Top Workplaces and the Department of State's Small Business Prime Contractor of the Year. A multilingual leader from Lebanon, she champions diversity and innovation, driving PBG's growth in the federal space.Guided by her mantra, “Doing more with less,” Pawla delivers cutting-edge solutions to agencies like State, HHS, and OPM. A mentor and industry influencer, her leadership has earned awards such as the G2X FedCiv Leading for Impact Award and Diversity Journal's Women Worth Watching. With an MBA from George Washington University and completion of Harvard Business School's OPM Program, she continues to shape the future of GovCon.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:PBG: https://pbgconsult.com/ The PBG Gov Blog: https://pbgconsult.com/blog/ Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Episode 58 Enforcement Priorities of the Second Trump Administration: IRS Investigations What's on the Trump administration's agenda when it comes to federal investigations? Listen to the first in a series of episodes aimed at answering that question. Former IRS Special Agent Jonathan Schnatz joins host Matt Adams to discuss his experience as world events and changing presidential administrations shifted IRS priorities during his 25-year tenure in the Criminal Investigations division. Now a Principal at Withum, Jonathan shares his opinions and prognostications on the administration enforcement priorities for the IRS, including the suggestion that IRS agents will be deployed to the U.S./Mexico border. Matt and Jonathan also dig into the recently released IRS “Dirty Dozen” list and weigh the likelihood of them becoming enforcement priorities.

"Embrace change and keep filling your tool belt with the best technology out there."Accounting Influencerswith Rob BrownJim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With decades of experience advising firms on technology adoption, Bourke discusses how artificial intelligence (AI), cloud computing, and regulatory changes are shaping the industry. More Accounting Influencers with Rob Brown here "The excitement around technology today is off the charts," Bourke states, highlighting how innovations like ChatGPT have reignited enthusiasm for AI in accounting. Just a year ago, AI was barely mentioned at major industry conferences. Now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services."AI is not here to take the accountant's job away," he clarifies. "It will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks."

Government contracting is always unpredictable, but in today's political climate, it feels downright chaotic. Shutdown threats, shifting acquisition priorities, and evolving small business policies create a turbulent landscape for small GovCon firms. In this episode of Unveiled: GovCon Stories, we break down how political uncertainty is impacting contract opportunities, funding reliability, and long-term planning. From budget battles and leadership changes to policy shifts affecting small business set-asides, we examine the risks GovCon firms face and strategies to stay resilient. If you've been feeling the squeeze, you're not alone—let's talk about it.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:Congressional Budget Office (CBO) – Reports on government spending, budget delays, and economic projectionsU.S. Small Business Administration (SBA) – Updates on small business set-aside programs, compliance changes, and GovCon resourcesFederal News Network – Insights on acquisition policy changes and political shifts impacting federal contractorsCongress.gov – Follow federal legislation affecting GovCon firms, including budget resolutions and procurement policiesSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA Leadership Academy, calling the experience “life-changing.” Chmura also found value in being part of a panel of guest editors for the May 2017 issue of the JofA. What you'll learn from this episode: ·       The focus on metrics — identification and evaluation of effectiveness. ·       How the CAS advice and themes apply to her role at Withum. ·       The link between satisfied advisory clients and happy employees. ·       Identifying which KPIs are truly key to success. ·       Chmura's surprise about being asked to be a JofA guest editor in 2017. ·       More on her advice about identifying personal KPIs.

Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Mark Deters, Partner at Withum, explore Withum and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Civic Warriors, we discuss VEXAS syndrome with Joe Holman, Sustainability and ESG Services Practice Leader at Withum and President of the VEXAS Foundation.Support the show

In this episode of Small Biz Florida, host Tom Kindred broadcasts from the 2024 FLAGGL Conference, focusing on government-guaranteed lending, particularly SBA loans. Featuring guests Matthew Barrett, Business Executive at Withum, and Brian McIntyre, Partner at Withum (Forensic & Valuation Services), the discussion covers the importance of business valuations and strategies for increasing business value. They emphasize the integral role of professional accountants in small business success. Listeners will gain insights into how precise financial reporting and clean business operations can facilitate smoother SBA loan processes and improve overall business value. This podcast episode was recorded live at the Florida Association of Government Guaranteed Lenders annual conference hosted at the JW Marriott in Orlando. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guests: Withum

"The tax industry is a gift for people who want to learn and grow and be challenged. There's never going to come a day where you close volume two of the code and say, 'I figured it all out, I know what it all means now.'” Tony Nitti, Partner — EY National Tax   In this final episode of 2024, Tony Nitti shares his journey within the tax industry, emphasizing the importance of finding one's passion, investing in oneself and overcoming personal challenges. Listen as Tony shares his personal experience and practical advice for career growth and fulfillment in the tax profession.   What you'll learn from this episode:   ·       Finding Your Passion: The importance of identifying and nurturing your specific passion within the tax industry, whether it's the law itself, client relationships, or running a firm. ·       Invest in Yourself: The value of investing in your knowledge and skills by learning, writing, and teaching the tax law. ·       Overcome Challenges: Strategies for attracting and retaining talent in the tax industry by providing intellectual challenges and growth opportunities. ·       Try hard things: The benefits of overcoming fears of public speaking and using writing as a tool to communicate complex concepts and share your passion.   Resources S Corporation Shareholder Compensation: How much is Enough?, The Tax Adviser, August 2011 Note: This was the article referenced in the podcast written by Tony. In August 2012, it was the winner of The Tax Adviser's 2011 Best Article Award.   Transcript April Walker: Hello everyone, and welcome to the Tax Section Odyssey podcast where we offer thought leadership on all things tax facing the profession. Today, I'm excited to be here with Tony Nitti. Tony is a partner at EY National Tax and he's a frequent guest on the show. We were just chatting about we think this is maybe the sixth time he's been with us. We appreciate you being with us. Our topic today is not a techie topic. It is a soft topic, but I think an important one. Tony, you did a session at National Tax which was just a couple of weeks ago, on finding your passion in tax and it incorporated some technical topics. But today, we're just going to lean right into the finding your passion. I think we, as listeners, we just want to hear your story, tell us more about how you started and got where you are today at National Tax at EY, which is pretty impressive, I must say. Tell us more, Tony. Tony Nitti: It's good to be here with you, April. I will also say I admire your bravery, because like you said, we just did this National Tax a couple weeks ago, or at least a shorter version of it you just went charging full speed ahead and said, let's do a podcast before we get our hands on those evaluations. We might just be doubling down on a disastrous decision. April Walker: Never know. Tony Nitti: Nobody wants to hear, but that's not the hope. Obviously, the hope is that something here will resonate with people who are listening who maybe are just struggling to find their center and find their passion within their careers. But if it's all right with you, I always want to address what I consider the elephant in the room of the conversation like this before we get started. When we talk about this passion for tax, when we did it at National Tax, when we're doing it today, we're talking about a specific type of passion for this industry. What I mean by that is this idea that people are lured to the tax industry as I certainly was by a desire to live in and learn the law. Because we take one look at that tax law and we realize that it's something that's not solvable, and we want to spend our careers being challenged and being forced to grow and learning that law and apply it to our clients. But that's not the only passion you can have in a tax industry. This passion for law, you probably need to learn the law regardless of your passion, but I've met many people in my career who have a very different passion than me. People whose passion is client relationships, building a relationship that lasts for decades, other people whose passion would be to run a firm someday because they want to prove that accounting can be done differently. Those are extremely valid passions and we don't mean to discount them, but we're focusing today on a passion for the law. Learning and applying the law, and we're doing it for two reasons, I think. Number 1, at the AICPA, we're keenly aware of the challenges we have attracting and retaining talent. And specific to retaining talent, we just see all these good people at all levels of experience, leave the industry and as they're on their way out the door, they say, You know what, I got into this industry because I wanted to work in the law. I wanted to solve complicated problems for sophisticated clients and be forced to think on my feet. Instead, for the first four years of my career, all I've done is prepare the same 30 tax returns every year. I haven't seen anything new in 18 months, I'm bored out of my mind, I'm going to go try something completely different. That should never happen. It should never happen in this industry because the tax industry, it is a gift for people who want to learn and grow and be challenged. I think we've all been around long enough to know that there's never going to come a day where you close volume two of the code and say, I figured it all out, I know what it all means now. That day is not coming and so we should never lose people because they're bored, because they're not being challenged. But we do, I assume for two reasons. One is the reason we want to tell ourselves when things aren't going well. It's not to say it's not appropriate sometimes. But this is the reason we want it to be and we want it to be because we're not getting a fair shake. We're getting a raw deal. We work for the wrong firm or the wrong people, and we're not getting the type of work that we enjoy. That may be possible. If you're in a situation like that, the beautiful thing about the industry today is there's more change available to you than ever before. We're not tied into geographic regions. There are purely remote firms. You can change your situation in a heartbeat. But there's also a second possibility. That's a possibility that people don't want to embrace as much. But there's a possibility that we're not in a terrible situation, we just haven't let it be known to the people we work for, the people we work with, what we're passionate about. We haven't shown what's meaningful to us and proven to people that this is the type of work that I want to do. That leads to the second reason we're focusing on this specific type of passion for the law. That reason, April is I'm not Tony Robbins, I'm not a paid motivational speaker. The only thing I have to offer your listeners is my experience, and my passion for this industry, there's no two ways about it is rooted in the law. I'm not someone who has a passion necessarily for forging client relationships that last 40 years. I'm not someone who ever thought I would run my own firm. My passion is constant intellectual stimulation, growth, learning that law. The only thing I have to offer people until I become a paid motivational speaker someday and go through the five step training program is my life experience, what I've learned in this career. That's why I just want to address that because I feel bad. I can't tell someone with other types of passions how to reconnect with their passion in tax,  because I only know my experience at this point. But the hope would be that my experience can help some people because I am a good example of someone who got into this industry for a specific reason, like I said, this desire to learn and build expertise in the law. And then quickly went down the wrong path that so many of us do, and I arrived at a crossroads where I was ready to leave this industry four or five years in because I wasn't growing. I wasn't the person I wanted to be. I wasn't doing the type of work that lured me to this industry and I had to make a conscious decision at that point to say, if I'm going to stick it out in this industry, I am going to make what I'm passionate about the centerpiece of my career and hope that it pays off. That was, again, a proactive conscious decision, and it paid off in ways that I would have never seen coming because what I found is the more I showed people what I was passionate about, the more I made my passion the centerpiece of my career, the more the industry rewarded me with more of the type of work I was passionate about. We can talk about that process. But that decision being something that I decided to do proactively, I also ended up learning lessons later in my career that were taught to me that I didn't decide to do. That I learned the hard way, that had made all the difference as far as understanding, that in life, in our careers, it's probably best to leave no stone unturned. To try different things, to find out what you're capable of, what you might be passionate about, and just say yes to new opportunities. It's been a mix of making a proactive decision to invest in myself and we can talk about that. And then being taught through just the harsh reality of life that you're probably best served to say yes to as many opportunities as you can to just constantly move the goal posts on what you love and what you need out of your career to be happy. With that long rambling introduction.... April Walker: I think it's good. You don't have to convince me because I think some of the themes in your story will apply to a lot of people, even if, like you said, their passion is not necessarily your direction or whatever. Let's get into it. Tony Nitti: That would be the hope. Like I said, it's always uncomfortable because I only have my own experience to talk about, you end up talking about your own experience the whole time and you just sit there and go, why does anybody want to listen to my path? But listen, I didn't grow up dreaming of being a CPA, and I don't know that many people do. I didn't really have many dreams growing up as far as a career. The one thing I thought I would want to be was a writer. Because I love to read as a kid and I wanted to be a sports writer, but it's never something I took seriously. Because I decided at a very young age that I did not have anywhere near the talent necessary to be a writer, and so it's just something I never even pursued. But I went to college undecided as far as a major goes. The only reason I ended up an accounting major is because I told one of my college soccer teammates I was going to go to law school. And he said if you want to get into a good law school, be an accounting major. I'd never even considered accounting, and I don't even know if there's any truth to what he said. But I didn't want to go to law school because I wanted to be a lawyer. I wanted to go law school because I had no idea what I wanted to be. And I just thought I'd put off that decision as long as I could. I end up this accounting major by accident. But after I get through the cost accounting class and the microeconomics class and those types of things, I eventually land in my first tax class. I'm guessing that other people had a similar experience where I get introduced to the tax law and I say, now this might work for me. Because even though I didn't know specifically what I wanted my career to be, I knew that I wanted a career that provided an opportunity for constant challenge, constant growth. I wanted that feeling of going to bed every night a little bit smarter than when I woke up in the morning. To me, the idea of a death sentence was any career where after three months or three years or even 30 years, you've seen everything there is to see and you're just going through the motions. There's nothing wrong with a career like that, it just wasn't going to work for me. The first thing you see when you get introduced to the tax law, this stuff is hard. Hard is good, hard is what I want. We know that in common culture, the tax law is held up as this point of reference for something that's incomprehensible. Einstein once famously said that the hardest thing for him to figure out was the income tax. Sitting there as a 21-year-old kid, you're like, All right, if this was a challenge for Einstein, it's certainly going to kick my butt for the entirety of my career, and that's what I'm looking for. That's how I ended up choosing a career in tax and taking a job with Arthur Andersen. As I said before, this industry should certainly provide all the opportunities someone like me craves, that wants to grow and learn. You could even argue that if you are making your career in the tax industry, it's almost hard to not be passionate about your career if you're passionate about learning and growth. But that doesn't mean it's impossible. I am living proof of that April because pretty much as soon as I started my career, I fell into a very familiar trap. You take a guy who was lured to this industry by this desire to learn the law, and then you put him as a new hire at what was at that time, the largest firm in the world, Arthur Andersen. And pairing up with 25 other new hires. What happens. You get in that competitive environment and you say, forget that learning the law stuff. I have one singular focus and it is to move up the ranks as quickly as possible. To climb the ladder as fast as I can, because I will be damned if I am to let Sally make it to senior before me or Johnny make it to manager before me. That became the focus. That became the priority. How do I get promoted? That is largely based sometimes on just playing the game. Shaking hands with the right clients and being close with the right partners. And just making sure everyone knows what you want, when you want to get promoted, being the squeaky wheel. When you get promoted as senior, pushing your staff as hard as you can to meet deadlines. That's what I valued. That's what was important to me was moving up those ranks, and the thing is it worked. Now four and a half years into my career, I get promoted to manager at what is now PWC, not Arthur Andersen anymore because in the interim there, Andersen collapsed on itself like a dying star after the Enron scandal. Now I'm at PWC, and they promote me to tax manager, and it's supposed to be this cause for celebration. Because they say, you make manager in public accounting. It opens doors that aren't open at any previous level. You want to go make an extra 20, 30 grand and work at another accounting firm, you can do it. You want to go work in a tax department of private company and make some more money while working fewer hours, you can do that, too. Everybody's patting me on the back and they're telling me, this is an impactful day for you. It's a big day in your career. You can go anywhere and do anything now. The thing is, it wasn't just the biggest day to that point in my career. Looking back at it now a full 20 years later, the day I made manager at PWC was and is the single biggest day of my entire career. Now that I could leave you now on a cliffhanger like Dukes of Hazard. Remember, like, they would be launching off some jump, and they go to commercial and you don't know are they going to be okay? This was the biggest day in my career, April, and you probably wondering why? What was so big about? April Walker: Yeah, I'm wondering. Tony Nitti: I went home that night, and all, like, the pats on the back had ended. I'm sitting there, and it hit me like a brick wall. It was this realization that I was a fraud. I know that may sound harsh. I know there are people who are listening that may think you're just being unduly hard on yourself, but I also know there's people listening who are going to say, “I know exactly the feeling he's talking about.” What I mean when I say I was a fraud, April, is it dawned on me that I had just been promoted to tax manager at the second biggest tax firm in the world, and I didn't know a damn thing about the tax law. I didn't. April Walker: I'm sure you knew some stuff. Tony Nitti: Well, that's what everyone says, because they say, “How could you get promoted to manager if you didn't know.” I never have read a court case at that point in my life. I didn't know how the code was strung together. You know what I was good at? Do you know why I got promoted? Because I was good at following processes. April Walker: And competitive, a little bit competitive. Tony Nitti: But I could take the last year's work papers for the return I was doing and turn them into the current year's workpapers. I knew how to do that, but when I was doing that current year return. When I was adding back 50% of M&E, I wasn't doing it because 274(n) told me to. I was doing it because they did it last year. When I was asking the client, how much of your accrued liability was paid within eight and a half months? I had no idea it's because I was trying to apply the recurring item exception of 1.461-5. I was doing it because that's what they had done last year. April Walker: SALY, man. Tony Nitti: SALY. And I know people have shared this experience, but what hit me was that I had been so focused on those processes to get promoted that I had never actually bothered to learn much of anything about the law in which I lived every day. What was terrifying was the realization that I couldn't go anywhere and do anything. It was the exact opposite, April. I was a prisoner at PWC because they knew my limitations. They knew what I could do and couldn't do, and they were content to respond to my constant complaints about promotion by promoting me. But if I wanted to go somewhere else or think about what I had already learned four years into my career. I had learned the lesson that the largest firm in the world can disappear overnight. What if that happened again? And I had to go somewhere else. Could my resume get my foot in the door? Yeah, of course, I could. Would my undeniable charm possibly land me that job? I'd like to think it would, April, but then what after that? Because how long would it take my new employer to realize, Oh, we just hired a tax manager who can't think critically, can't research and solve problems in the code, can't provide planning advice for clients. You know what he can do? He can take last year's workpapers and turn them into this year's workpapers, and that's about the extent of it. I realized when I say I was a fraud, I realized that I had fallen into a trap of pushing so hard for promotion that I had gotten promoted to a level that I was not capable of delivering on. I hated that feeling. The reason it was the most important day of my entire career is because two things changed that day. Number 1, I said, no more am I going to measure my success in this industry by my pace of promotion or my pay rate. I'm done with that. Look what it's gotten me. I've gotten everything I've asked for and it's now made me miserable and terrified. From now on, I am going to reprioritize what attracted me to this industry, which was the law, the substance. I'm going to make that the centerpiece of my career. Whatever happens good or bad, I'm going to live with the results. But if I'm going to call myself a tax person, then I'm going to be the best version of a tax person that I can imagine being. To me that meant building technical expertise. The second thing that happened, and this is a part people aren't going to want to hear quite as much about. I realized that it was nobody's fault but my own. Of course, I wanted to blame PwC, but for what? They gave me everything I asked for. I showed them what I cared about. What I cared about was getting promoted. They promoted. It was not their job to feed me every piece of law I ever wanted to know when I hadn't prioritized that to them. They were trying to run a business and I helped them run a business. The fact that I hadn't learned what I needed or wanted to learn, that was on me. That's when I made the conscious decision to invest in myself. And April, it really was as dramatic a switch as I'm making it sound here. Four and a half years of my career, zero priority on my passion, learning the law. That day everything changed. The way it changed is, first things first, desperate times call for desperate measures. And I had a big gap between what I could do and what my resume said I could do. To solve that gap, I applied that day to the graduate tax program at University of Denver. Because I needed to be spoon fed tax law as quickly as I could. But as soon as I showed up in that program, what happened is I realized I had made the right choice in making this the focus of my career. Because I forgot how passionate I was about the law about learning and growing. Because now I'm sitting there in this class and they're feeding me the law and every day I am going to bed, a little bit smarter than when I woke up in the morning. And I'm saying to myself, this is what attracted me here, this needs to be the focus. Then the second thing is, I'm listening to these professors and I finally know what I want to be in my career. I don't mean a professor, even though that's a great gig as well. I just wanted that substance. I'm listening to them cite case law from 50 years ago, off the top of their head and reference private letter rulings down to the final digit. And I'm saying, I want to be able to do that, because one, that's where my passion lies, but two, I'm guessing if I can have that substance, I will never have to have this horrible feeling again of feeling like I can't deliver what I should be able to deliver. That just set me on the right track, but it didn't solve all the problems, obviously. This decision to invest in yourself, it's got to become a career-long process. I graduate from the program. I felt like the program really helped me bridge that gap, but I knew the process was just starting. Coming out of the program, the one thing I know for sure is that, yes, my one true passion in this industry is to live in the law. Let's be honest, we can argue about it, but you said in your intro. If you truly love working in the law all day and solving complicated problems for sophisticated clients, one could argue there's nowhere you can do that at a more regular level than National Tax group for a big Four firm. That was my dream job back in 2005, when I came out of DU, but it was never possible for me. The reason I say possible is because, look, if we had all the time in the world, we'd be talking about not just pursuing your passions professionally, but also personally. I am a guy that has a lot of passions from a personal perspective. From the time I was 16-years-old, I knew that I was not going to be a happy adult unless I lived in a mountain town where I could be on skis, 70 days a year and riding my mountain bike another 250 days a year. It had to be that way. When I graduated in 2005, I was already laying the groundwork to move up to the mountains of Colorado in 2006. At that time, if you were going to work in Big Four National Tax, you had to physically sit in DC. It's something I never even sent a resume, never even applied for. Because I knew that even if I were happy professionally, if I were miserable personally, it wasn't going to be a winning formula. What I did instead was I took a job at a wonderful regional firm called Withum. And they were so wonderful, in fact, that they let me work remotely at a time where remote work was not really prevalent within our industry. But they let me work from Aspen, even though they were an East Coast firm. But we finally get now to the lesson, how? How do you connect with your passion for your industry? Knowing that my passion was learning the law, now starting at a brand new firm. I don't have anybody spoon feeding me tax law every day. How do I unlock the secret to a happy career? That secret is not really a secret. You want a happy career, do more of the work you love and less of the work you don't. How do I get my hands on this type of work I love and the decision that I made. There are people listening who are at that crossroads right now who may have to say, it sounds like a lot of work, but I get it. Maybe it's time for me to make that decision as well to invest in myself. Was that if I can't bring myself to Big Four National Tax and do the type of work I love, I am going to find a way to bring the type of work I love to me. I realized that the responsibility is mine to show this new firm that I'm passionate about working in the law and that I'm capable of working in the law. Part of that happens obviously on the job. Part of it happens by doing diligent research and coming up with good answers and thinking outside the box. But I knew that I needed to really prove to everybody where my passion lies so I could get more of that work. What I did, and this was the thrust of our AICPA class, is I instituted this three-step process that I had been using for the last 20 years and just repeating over and over again, and it has served me better than I ever could have dreamed. But what I did was Step 1, I'd say, I am going to learn everything I can about some narrow area of the law. I would pick an area of the law, usually one that I found that the industry was struggling with. What I mean by that is we all know there's certain things we do in the tax world that all of us do, and we apply it all the time for our tax returns. We never truly understand why we're doing what we're doing. That was back to what we said earlier, the same as last year's stuff. Perfect example would be allocation of partnership liabilities under Section 752. We all fill out a K-1 on a 1065 and allocate recourse and non-recourse liabilities. But how many people truly understand what makes a liability recourse and non-recourse or how those liabilities should be allocated? I would say, Sec. 752. I am going to learn everything I could about 752. This is a part people don't want to hear, but it would happen outside work hours. I would read the code, I would read the regs, I would read the editorial content, I would read the key cases and the rulings and things like that. And I would read and re-read and make notes and do outlines until I felt like I understood what it was I was reading. Then I would move on to Step 2. Step 2 is, how do I cement this knowledge? I would sit down and say, if I truly understand all that stuff I just read, I should be able to explain it to other people. I would sit down and I would write up everything I just read. Try to re-package and re-purpose the law in a way that would make someone who read what I was writing understand. Maybe some of your listeners know that later and we'll get into this, I would go on to write for more national publications. That's not what I'm talking about here in 2006, April. I didn't have a platform. When I say I'm writing about the law, I was quite literally putting together an email for my firm's tax department that absolutely nobody asked for. I would summarize 752. I would put together a PDF decision tree and flow chart and show how we should be allocating things. I was doing it for two reasons. The reason I like to tell people is I wanted to help my firm understand 752. But the true selfish reason I was doing it is because I wanted to understand that law, and I wanted to show everyone else that I understood that law and that I was passionate about that law. I would send out this email to my firm's tax department explaining 752. Going through that process of writing it up really did cement that knowledge for me because I had to think about the law in a different way from reading it to say, how do I now explain it? April Walker: How did they react to those emails? Tony Nitti: You could almost hear the eyerolls in the system. You can almost hear, who is this kid? What is he doing? I wasn't even a kid at that point, I was near 30. Here's the thing. We're going to talk some life lessons here, but I was talking to somebody after the presentation at AICPA. Sometimes the key to success in any career is just being willing to do the thing other people won't. What I mean by that is those books, the code, the regs, we all have access to them. What I was doing is I was diving in and saying, I'm going to figure out what they say and what they mean. Other people probably rolled their eyes when I would summarize law that nobody asked for. But you know what those same people would do when they had a 752 issue? Who were they coming to? April Walker: For sure. Tony Nitti: Well, the only other option was to open the books themselves. That's what I mean about doing what other people won't. That's not everyone's priority and I'm not here to say it's right or wrong, but the reality is when I showed people that I'm willing to open the books, I started to get that work because other people aren't. Not everybody, but there are just people who say, I'd rather just push it to someone who enjoys that stuff and that became a common theme of my career where people come to me and say, I know you love this research stuff, so I'm going to give it to you. You probably give it to me because you don't want to do the research stuff. That's fine by me because I do want to do it. I do want to do this work. To your point, there are eye rolls, but those eye rolls, I'm sure, were the same people who'd say, I got this question. I know this dude seems to care about this stuff. I'm going to go to him and let him answer it for me, which is exactly what I was hoping for. After that writing step, I would go to Step 3. Step 3 was the uncomfortable step. Because as much as I enjoy writing, and I know this sounds strange because we're doing a podcast about a presentation I gave, but speaking in public, not for me. We're going to talk more about this later, but terrifies me. And I would go into my partner's office, and I'd say, you see that email that I sent around about 752? I need to teach it. I need to teach here at the firm - some lunch and learn local office or the firm's annual update, but I need to teach it. Why would I ask to teach if I was terrified of it? It's because I was terrified of it. Because if I want to know that law, there is no greater motivator than fear. If I'm going to stand in front of a room full of my peers or some people who've been practicing 20 years longer than me, I was really going to make sure I understood that law really well. To this day, I don't give a presentation that I don't walk around my house and rehearse to air, just to time it out, to make sure I'm comfortable with the transitions, to make sure I know the law. Because that fear still exists from a public speaking perspective. I would go through that process, and by the time it was done, by the time I was done handling that fear and speaking in front of -  these are tiny rooms. These are my firm. These are not strangers to me, but by the time I was done, I would say, that area of the law, that is in my back pocket. I feel like I know that well, and more importantly, my firm now knows that I know that well. All those questions are going to come to me. I would just repeat that process, every year, not every year. I'm just repeat it over and over again with deducting accrued liabilities or 263(A) or prepaid expenses. I would just repeat the process if the firm. Read about it, write about it, teach about it. The more I'm doing it, the more they can see where my passion lies and that I'm capable. To the point where 2008ish, the firm decides to launch its version of a National Tax Group and in addition to our mutual friend Brian Lovett, who's still at Withum, and I get to be one of the founding members of that National Tax Group. Now all of a sudden, I have brought national tax to me and my passion is much more of the focus of my career. As I said, that's the recipe, right? Do more of what you like and less of what you don't and that's what I'm getting now as a return on my investment. That's where the proactive decisions I made to help improve my career, that's pretty much the end of them. From there, it's just life has taught me because now you get to 2008, April and my career is going really well. I'm doing the type of work I love to do. Personally, I am living in Aspen and like I said, I'm on skis 70 days a year. I'm living on my mountain bike all spring. Life is good. April Walker: That's when life smacks you in the face. Tony Nitti: Exactly. That's when the headache started, and I'm your audience with the entire story, obviously. But after one particularly brutal race in Aspen, I was rushed to the emergency room with a terrible migraine-type headache. But I imagine more intense than most migraines because eventually, what they would figure out, it took a little bit of time, was that I had an aneurysm in my brain. Most people know somebody impacted by brain aneurysm and those stories typically do not have happy endings. The reality is once an aneurysm leaks blood into the brain cavity, 70% of people are dead by the next morning. As my surgeon so eloquently put it, of the other 30%, half of them will wish they were by the next morning because they're permanently disabled. This is something where I went from thinking I was invincible at 33 years old to absolutely certain that I was going to die. The only reason we bring this up here is because I had to face my mortality, and I had to go in for 8 hours of surgery to save my life. I had that morning to lay on that metal table before they wheeled me in for the surgery. They were very clear about the risks. There's a 5% chance I go into vasospasm and I never wake up. There's a 15% chance if I wake up, I've got memory problems, right side of the body problems, cognitive deficit, and that's terrifying. Laying there that morning, I know it sounds cliche, but looking back at 33 years I'd spent on the planet, I wasn't spending any of that morning regretting the things I had done that maybe didn't go the way I wanted him to do. I was spending the time regretting the things I had said I was going to try, but I hadn't tried yet. It was eating away. Like, I thought I had so much more time, and now the prospect that either I don't wake up or I wake up a different person and I never get to find out some of those things about myself. It was not something you ever want to have to face. That the tomorrow you thought you had may never arrive. Now, obviously, I had a good surgeon. April Walker: Given that that was in 2008? Tony Nitti: Yeah. Doctor Jefferson. He fixed me right up. I knew within 48 hours that all the Simpsons references, all the code sections, they were all still in there. But I did come out of it a changed person. Not cognitively, necessarily, but I came out of it saying, I'm going to live the rest of my life slightly different than I did before, starting with the fact that I'm leaving no stone unturned. This is what we were talking about earlier. Anything I've been curious about - personal, professional, could I be good at it? Would I enjoy it? I am going to find out. I'm going to say yes, because I just want to know. It started simply enough. I wasn't even in my professional capacity, like silly little thing. I spent my whole childhood saying I wanted to learn how to play guitar. I never bothered to learn guitar. I had a year, basically year it took me to recover from that surgery before I could get back to my normal life, and I spent that year playing ten years worth of guitar. But what happens is you realize, I love this. I thought I would enjoy it. Tony Nitti: I do enjoy it. I shouldn't let other things slip past me like this. I should try everything. Within my career, it's now 2009, and I've made partner at Withum. There's no impetus to try new things in my career. I've gotten the last promotion I'm never going to get. But that's not what's driving me at that point. What's driving me is this primal realization that, life is fleeting and so I'm going to go find out whatever I want to find out about. We go back to how we started this conversation. Growing up, the only thing I ever thought I would enjoy was being a writer. I had been doing those emails to my firm, but I never tried anything bigger than that because I just assumed I didn't have the ability. What bothered me after the surgery is I never even risked it enough for someone to tell me I wasn't any good. I just decided it for myself. I said, look, I'm never going to write the Great American novel. I'm not that talented, but they say write what you know and I know some things about the tax law. April Walker: Sure. Tony Nitti: I said, I just want to find out. I want to find out what I'm capable of. The next time I went through that three step process, it was about a court case that came out on S corp reasonable comp. I said, well, this time, even though no one's pushing for it, no one at my firm cares, it's not anything anyone else values, I'm going to find out if I can get this thing published externally. I wrote up the entire case history of S-Corp Reasonable comp for The Tax Adviser. I wrote and rewrote and I edited, I reedited and I eventually submitted it for publishing and they published it as a feature article. What I had learned in that process was not that I was a talented writer, but that I was as passionate about it as I thought I would be. I loved it. I love the process of trying to explain the law to somebody else in the hopes that the light bulb goes off and they go, I never understood that before, now I understand. Of course, I looked from a selfish perspective having to learn the law that well, to read all of the cases that had ever been settled. It was just a really gratifying process, but the problem is, my firm's not paying me to sit around and write articles all day, so it's a bit of a bummer. Because I had done it, I loved it. But how do I get to do more of it? This is where the worlds collide between leaving no stone unturned, but also investing in yourself. Where the article, it went well. Tony Nitti: It went well to the point where The Tax Adviser asked me to write a couple more articles, and I did. Then what happened is just if you invest in yourself, I firmly believe good things happen. You get a return on that investment. CCH reaches out to my firm and they're like. Hey, we see this writing this kid's doing, it's pretty darn good and we need someone to co author a treatise on consolidated returns and we'll pay your firm for six months of his time if he can contribute a bunch of chapters to this treatise. Tony Nitti: My firm comes to me and says, CCH wants you to write a treatise on consolidated returns, you want to do it? Like any rational human being, every instinct in my body said, absolutely not. Why would I want to write a consolidated returns treatise, it's terrible. It's the worst area of the law. But the point is, who am I to say no? I'm passionate about writing. I want to be challenged, and it's just this idea of leave no stone unturned. I'm going to write it just to see if I can write it and to see if good things come of it. Now my firm is getting paid for me to write, so they allow me to do more of the type of work I'm passionate about. I got to write that treatise, which is probably the last time I thought about a consolidated return. But it just things snowballed. From there, April and now the editor at Forbes, Janet Novack, she's reading my writing. She reaches out to me more than day. I'd never met her, or heard her. She reaches out to me and says. Hi, I like your style of writing. Would you move your platform over to Forbes? For a regional firm like Withum at that time, the exposure was tremendous. Of course, we'll do it and so that's how I land at Forbes, where now anyone who ever read anything I wrote on Forbes, I'm not making up this three step process. Because the entirety of my writing on Forbes, for the most part, was this, like trying to explain complicated areas of the law. There was that whole Tax Geek Tuesday. That's all it was. Breaking down things that no one was insane enough to want to write about because it's so dry and so complicated, like opportunity zones or 263 A or whatever it may be. Now all your listeners know my deep dark secret, which is it may have looked like I was doing all that writing because I wanted to help the industry, which obviously I'm joking. Obviously, I did. But why else was I doing it? Because I wanted to learn that stuff. I wanted to build that expertise and hope that it would pay off. One of the things we'll finish with in a couple of minutes is how that ended up paying off with my dream job. But even at that point, even with the writing, and this comes full circle to how this class came to be for us because of what happened in Engage this summer. But at that point, we're talking 2011. I've never done public speaking. Outside of my firm, outside of a lunch and learn, I've never stood in front of a room full of strangers and taught. What happened was you do enough writing, eventually, someone's going to come to you and say, you're decent at explaining a tax law, wouldn't you like to try it, like in person. So you don't have to trust that someone's going to read your writing and understand it all, first try, things like that? My friend Mark Friedlich at CCH approached me and said, "We do this conference every year. Come speak at the conference.". Again, every fiber of my being said, Mark, absolutely not. Because I am someone who has got more than my share of social anxiety. I just do, I'm an introvert. There's a reason I love having my nose in the books. The idea of standing in front of a room full of strangers, it terrifies me to this day. I just learned to deal with it a little bit better. Then, of course, there's the impostor syndrome that comes with it. I'm like, why would anybody want to listen to me? There's so many people who know this stuff better than I do. I said, "Mark, it is not for me." Because as much as I always knew I would enjoy writing, I knew I would hate public speaking. He just said, "Look, just give it a try. What's the worst that could happen?" Eventually he's right. Who am I to say no to this? The whole point of this second act I'm getting in life, is say yes, find out what you're capable of, find out what you might enjoy. I flew to Arizona, April and I did 90 minutes on the tax consequences of foreclosures and short sales. That tells you. April Walker: That's very specific. Tony Nitti: It's 2011. This is where it's getting real for the crash and so everybody's dealing with foreclosures and short sales. I went in there and I talked for 90 minutes, and let me tell you, it was every bit as awful as I thought it was going to be. But when I walked out of that room, I knew my goals in my career. I knew my passion in my career had changed, had evolved. Because I walked out of that room saying, I need to do more of this. But why? If it was so terrifying, why? Because it was so gratifying, Just to have even one person come up to you afterwards and say, "I struggled to understand that now. The light bulb went off. I get it." This desire to communicate and help other people and explain the law in a way that people can understand. It's fun to do it in writing. Maybe not that efficient. You have to trust that they're going to read the whole thing, not have any follow up question. But with speaking, I could read their faces. Are they following along? Do they look lost or are they tilting their head to the side like my pup Maggie does in some futile attempt to understand what I'm saying to her? I'm like, I'm not built for this, but I need to do it. For me to be the best version of myself, the happiest version of myself in my career, I need to do this thing regularly that terrifies me because the reward is so great. That ability to repackage and repurpose the law in a way that connects with other people in the industry. Of course, the byproduct of learning it so well. If I'm going to stand in front of the room and talk about foreclosures and short sales, that's another thing I'm going to get to add to my quiver as far as areas of expertise. It's funny, because like I said, growing up, I knew I'd be passionate about writing, and I was. Knew I'd be terrified to speak publicly, and I am. But I'm just as passionate about it now as I am the writing. One final story to just tie everything together and just show you how. Look, I don't know. Maybe my experience is unique. Maybe we need one of those things to run on the bottom of the podcast that says. What is it? Past performances are not  indicative of future performances? April Walker: Future yeah? Tony Nitti: I don't know. Maybe it's just unique, but this right place, right time. The rewards I've gotten on the decision to invest in myself from Withum's willingness to create a national tax group, to Forbes noticing my writing and bringing me on. Just the little things that have impacted the course of my career. It's remarkable because listeners out there, especially the younger variety, they're going to think it's these big decisions that I stress out about that are going to impact the course of my career. Which job do I take or what area of the law do I focus on? But my goodness, it's sometimes the smallest things. What changed the course of my career was a decision in 2013 to waste my Thanksgiving weekend. Because 2013, right around this time, the IRS issues regulations under 1411, the net investment income tax regs. I didn't want to necessarily spend my Thanksgiving weekend learning about those regs and writing about them, but it was new. I love writing about new stuff. I love trying to explain to people how to read [how the] law works and so I said. I'm going to sit down and go through the three step process, at least the first two. For now, I'm going to learn about it, I'm going to write about it. I wrote about the net investment income tax regs. It was no different than any other article. There's nothing special about it. The only thing that was special is a couple of days later, I get an email from the attorney at the IRS who wrote those regulations. April Walker: Spoiler. Tony Nitti: Felt encouraging. He just reached out to me to say, here's what you got right. Here's what you got wrong. I want to send a unified message out to the people. You know [David] Kirk, so there's probably some expletives thrown in there. April Walker: Absolutely. Tony Nitti: I just thought, that's so admirable that this guy would take that level of ownership over his work. Dave and I would become what I would loosely call friends. I think we met in person once at National Tax, but other than that, we maybe connected once a year for the next decade. But the point is, this return on investment, that decision to write that article would change everything. Because 10 years later, Kirk is not at the IRS anymore. Now he's at EY running one of the National Tax groups, and one of his partners is retiring and unbeknownst to me, he's been keeping track of my career the entire time and he's seeing this investment I'm making in myself. He's seeing my passion for learning the law and whatever small ability I might have to explain that law to other people. He's saying. That's the guy I want. He's going to his bosses and saying. This is the person I want to come in as the new partner in EY National Tax. In 2021, he reaches out to me. And I was working for an amazing firm at the time, Rubin Brown, and I loved my job.  But he reaches out to me and he says. Come work with me and work in this National Tax group. The opportunity, obviously, to work with Dave Kirk is pretty much all you need to hear. But of course, me being a pain, the first thing I say is, do I have to move to DC? Now, this is the benefit of the post pandemic world. We can do this remotely from Aspen and so he's offering me my dream job, April. What's amazing about that is I spent a couple months agonizing over that decision. I very nearly turned it down. Why? Because, honestly, I was scared. I couldn't do it. It was back to almost that feeling of being a fraud again, but just feeling, I don't know. This guy has forgotten more about the law than most people know. And I had that impostor syndrome kick in again. Can I do it? Am I capable? Who knows? Maybe I'm not and the firm has just been lying to me for the last three years. The point is, I almost didn't take it and then I sat down and said, hold on a second. What is it that makes you not want to take this job? I'm scared because I think I might have to learn a lot to be able to hang. Then I'm like, wait a minute. What is it you're most passionate about in your career?  Where you're forced to learn a lot so that you can hang? Finally, it just became obvious to me that I had to take the opportunity because this was my dream. My dream to just live in the law all day, every day, and it came about in the most bizarre fashion. April, I didn't submit a resume because it didn't mesh with my personal goals. But then this decision to invest in myself, which eventually led to Forbes, which got me in front of Kirk. It's just crazy. Crazy to think how it all unfolded. The message for someone listening out there, is I was no kid when Dave Kirk called me. I was 45 years old. 45, to land my dream job in this industry and patience is certainly a virtue. The bigger virtue is just understanding some of the things we talked about here today. Which is, look, no one wants to hear this. The easy way out is to say, I'm in a bad situation, no one's treating me fairly. I'm not learning what I want to learn. Look, there are bad situations out there. Like I said, if you're in one, it's pretty easy to move. Problems are going to follow you even to good situations, if you don't take ownership over your own career and if you don't say at a certain point, it's no one's job to make me the professional that I want to be other than myself. That's not easy. It comes with a lot of extra work. You think I wanted to be reading Bittker & Eustis on the beach on a weekend back when I was fielding materials a lot? Of course, I didn't. The BNA portfolio at night? No, but I was making an investment in the hope that it would pay off. The way it paid off, like I said, was doing more of the type of work I love, which is all you can possibly ask for. It's not an easy thing to communicate to people - as much as we work in this job, sometimes you have to you go above and beyond to show people what you're passionate about and that you're capable of handling it. If you don't show, no one knows and you can just get lost in the shuffle and end up being that person we talked about that's doing the same tax returns five years in a row and not growing and not learning. If you haven't shown people that you're not content with that. If you haven't shown people where your passions lie, human nature is such that firms of any size are just going to say, April just keeps doing what we ask for every year. We're just going to keep asking her to do it. April Walker: I think that's great. It's funny when you were starting to tell your story about that you hadn't learned anything. I had a question in my mind, like, don't you think that's partially the firm's responsibility that they hadn't invested in you to send you enough trainings or things? Then you answered the question. That's a personal responsibility thing. Tony Nitti: Perfect example of that. They did send me to trainings. I can remember most of those trainings, and everyone knows someone like this. Being the guy who spent half of the trainings outside the room, doing work for my senior or my manager back in the office because I didn't value the training. What I valued was getting promoted. If my senior manager said, I need you to do something right now, even though I was at a training at St. Charles for Andersen, I was going to walk out of that room and get that work done for them.   Everybody wants a villain. Life is always easier with a villain. PWC was no villain. Because it's not like I asked them to teach me and they refused to. I showed them what I valued and they rewarded that. If I only valued promotion, they gave me promotion. Since that point in my career, when I showed my employers that I valued the type of work I love, I valued being challenged, I valued living in the law, I have gotten rewarded with more of that type of work. I refuse to believe my experience is a one-off, that it's completely unique. I definitely got some very lucky breaks at some key points in time. Then I got dealt a harsh lesson that I wouldn't wish upon anybody. I don't want anyone at 33 years old to have to face their mortality. But that was an impetus to say, I got to find out more of what I'm capable of. And that opened up doors that I never dreamed, April, that I would spend as much of my career doing. When I say passionate about my love for writing, I just never thought it would even be an option in a career in tax. Then it ended up being a huge part of what I did for so long. I refuse to believe that that's unique to me. I think that anybody who says, I'm willing to do what the other person isn't. I'm willing to get into these books, learn what they say, show people that I care about what they say, and that I can communicate them to other people, that really good things are going to follow. April Walker: Writing might not be your passion, but I think the message today, as we're wrapping up, figure out what that passion is. It doesn't matter how old you are. You can try to figure it out and do more. I just read this book that was talking about -  do the next right thing. The big picture might feel huge and scary, but just whatever the next step is, just do the next right thing. Tony Nitti: The way I've always described that too, April, is you shouldn't at any point in your life be finished finding out what your passions are. That's the whole point, is you should be a fundamentally different person at 35, that you're at 25 and 45 that you're at 35. You should be saying yes to opportunities that help you unearth new passions and new things that you are capable of doing. Because like I said, there is no scenario, and people who know me well know what I mean, where I should be making career out of public speaking, doing as much public speaking as I do. It is so foreign and uncomfortable to me. But I look past that, because I'm passionate about it and so I find a way to make it work through truly ridiculous levels of preparation. April Walker: Some might say you're good at it. I'll give you a little spoiler. Your two sessions were the top rated at National Tax, so there you go. Tony Nitti: Now, you have to edit out earlier today when I said, we're doing this without the safety net of the evaluation. April Walker: I didn't want to tell you in advance. Tony Nitti: See that. Again, but that is proof that anybody, if I can make any career out of public speaking, anybody can. That's why you got to try. That was the thing at ENGAGE that started all this, is when we were just talking about say yes to opportunities because you know what, if you are as bad as you think you're going to be and you hate it as much as you think you will, you haven't lost anything. You just go back to not doing it anymore, but you might unearth new passions that move the goalposts on what you need out of your career. That's a goal in life to keep growing and keep finding things that really drive you. Hopefully, April, something we said resonates with the listeners, but I guess we'll find out. April Walker: I hope so too. This is our last podcast episode of the year. You can listen to it at the end of the year. I used to love your resolution articles. I think that was a Forbes thing. I love these articles. I miss those articles and people come up to you still all the time and are like, I really miss those articles. Tony Nitti: What's funny is the last thing I ever wrote for Forbes was one of those resolution articles and I don't know. Maybe I wrote 200, 300 articles for Forbes over the 10 years, but the last thing is my favorite thing I ever wrote because it had absolutely nothing to do with tax. I had to do with my pup Macy. April Walker: I know. Tony Nitti: You knew well and Macy was on her way out of the world at the time and just to be able to even have a platform to write about my pup, that is still the one thing I've ever written that I go back and read. I don't hate this. I don't want to change anything. April Walker: That's good. Thank you so much, Tony. This was so fun. I know our listeners will enjoy it. Also, again, thanks a bunch. This is April Walker from the AICPA Tax section. This community is your go to source for technical guidance and resources designed, especially for CPA tax practitioners like you in mind. This is a podcast from AICPA and CIMA together as the Association of International Certified Professional Accountants. You can find us wherever you listen to your podcasts and we encourage you to follow us so you don't miss an episode. If you already follow us, thank you so much.  Please feel free to share with a like-minded friend. You can also find us at aicpa-cima.com/tax and find our other episodes. Thank you so much. Have a wonderful holiday season and come back and 2025 is going to be an exciting tax year. I just feel it. Thanks for listening. 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 three-part series, join Steve Brady, Partner and Market Leader of Transaction Advisory at Withum, and guest Paul Marino, Partner at Sadis & Goldberg, as they discuss the state of affairs in the M&A world.In part two, Steve and Paul discuss an overview of financing considerations, political factors, and human capital in M&A.

As we wrap up the fall season of Unveiled: GovCon Stories, we're diving into one of the biggest challenges for small businesses in government contracting (GovCon): access to funding. This season finale explores how alternative lending solutions help businesses overcome cash flow hurdles and seize new opportunities.We're joined by Teresa Moon, Director of Business Development and Marketing at Parabilis and host of Spilling the Tea on GovCon. With her extensive experience in business development and relationship building, Teresa shares practical insights into bridging financial gaps in GovCon.This episode covers:How alternative funding differs from traditional financing.Key factors for evaluating funding options.Common mistakes in seeking funding and how to avoid them.Lessons and success stories from helping contractors thrive.Don't miss out on this insightful conversation! Guest Bio:Teresa Moon, Director of Market Strategy at Parabilis and host of Spilling the Tea on GovCon, leverages her expertise in government procurement to drive communication strategies and expand Parabilis' impact in the federal contracting community.Focused on fostering strategic collaborations, Teresa has built a growing network of resources to empower businesses in achieving their goals. Known for her integrity and commitment, she cultivates lasting relationships that deliver meaningful results.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:Parablis – Innovations in Business Finance: https://parabilis.com/ Spilling the Tea Podcast - https://parabilis.com/spilling-the-tea/ Latest GovCon Insights: https://parabilis.com/insights/ Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

You don't often hear about family businesses in government contracting. However, today we're talking with a guest from a small, family-owned company undergoing two major transitions: breaking into the federal market and passing the leadership torch from mother to daughter.This isn't just a succession story; it's a reinvention. With new opportunities come challenges: navigating complex procurement processes, meeting compliance requirements, and climbing a steep learning curve—all while leveraging a tight-knit team and years of expertise. But the real story lies at the intersection of family and business. How do you honor a legacy while forging a bold new path? And how do you lead through a changing political and economic landscape?Join us as we unpack this family's journey of growth, resilience, and adaptation in an ever-evolving world. This is a story about more than just business—it's about leadership, resilience, and the courage to evolve Guest Bio:Ynette Evans is the Operations and Marketing Director of GME Enterprises, a DMV-based management consulting firm specializing in risk and operations management. With over a decade of experience, Ynette oversees operations, marketing, and branding, driving sales and awareness. A Hampton University graduate with a B.S. in Marketing, she has worked with nonprofits, businesses, and government organizations to craft impactful messaging and visuals.Gwen Muse-Evans, GME's President and CEO, has 27+ years of experience in financial services, including executive roles at Fortune 50 companies, where she implemented effective risk management platforms. Call(s) to Action:Help spread the word about Unveiled: GovCon StoriesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:GME Enterprises Website: Follow GME Enterprises on LinkedIn!GME Enterprises Capability StatementSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

In this three-part series, join Steve Brady, Partner and Market Leader of Transaction Advisory at Withum, and guest Paul Marino, Partner at Sadis & Goldberg, as they discuss the state of affairs in the M&A world.In part one, Steve and Paul discuss the key economic and market-specific challenges in the current M&A space.

In today's episode of Unveiled: GovCon Stories, we're diving into the essential operational needs that impact every GovCon business. Retaining top talent, managing business, cyber, and compliance risks, and meeting strict regulatory requirements are all critical for success in a field where competition for human capital and contracts is fierce. So, what ties all these elements together? Glad you asked! It's a topic that might make some sigh or brace themselves: insurance. But this won't be your typical insurance chat. This episode delivers actionable insights for GovCon leaders aiming to build a resilient, compliant, and employee-centered foundation as they grow. Stay tuned for valuable insider knowledge to elevate your business!Guest Bio:Kevin FitzPatrick is the CEO of the Government Technology Insurance Company (GovTech) and a Partner at The Baldwin Group leading their GovCon Center of Excellence. With over 25 years in the insurance industry, he has founded several companies in Washington, D.C., including The Capital Group, which was acquired by The Baldwin Group in 2021. Kevin frequently speaks to business leaders in the D.C. tech and GovCon sectors about healthcare insurance strategy and managing fringe and employee benefit costs.Before establishing The Capital Group, he held executive positions at MetLife and New York Life. Kevin serves on the boards of the Northern Virginia Tech Council, the GovConNet Council, and the Government Technology Association. Kevin resides in Chevy Chase, Maryland; and he enjoys spending time on the water, particularly in St. Michaels, Maryland. He is also a proud parent of two University of Miami students – GO CANES!Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:GovTechThe Baldwin GroupThe Baldwin Group Center of ExcellenceGovCon HR ForumSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Shoot us a Text.Warm up those appetites, folks. As we get ready to loosen our belts, the buy/sell market seems to be doing the same thing as the Trump era nears. We're also talking about a gigantic but conditional loan from the government to Rivian, as well as cheaper turkeys for everyone this year.  Show Notes with links:The 2024 presidential election outcome is expected to rejuvenate dealership buy-sell activity, as regulatory rollbacks and economic optimism provide a favorable environment for acquisitions.Dealers anticipate eased EV mandates and fuel economy standards, creating market stability.Regulatory changes could improve dealership valuations, especially in California and CARB states.Lower interest rates under Trump could simplify financing for buyers and boost car sales.“It's going to be the Roaring '20s,” said Stuart McCallum of Withum.“Trump is certainly bullish on business... I think the M&A market in the dealership world will follow suit,” said Mike Sims of Pinnacle Mergers & Acquisitions.“Should California's strict requirements get overturned... I would expect a significant increase in buyer demand,” said Erin Kerrigan of Kerrigan Advisors.Rivian has locked in a $6.6 billion DOE loan to resume construction of its delayed Georgia factory, aiming to expand its EV production capacity and create jobs.Rivian originally announced the $5 billion factory in 2021, aiming for 400,000 vehicles annually by 2024.Faced with a cash crunch, construction paused, and plans shifted to build its R2 SUV in Illinois, saving $2.25 billion.The Georgia factory, now slated for 2028, will employ 7,500 by 2030, supported by a $1.5 billion incentives package from Georgia.The DOE loan aligns with federal efforts backing EV infrastructure, such as Ford's $9.2 billion for battery plants."This federal support enables us to lay the groundwork for long-term growth," Rivian stated.Thanksgiving dinner costs have dropped slightly this year, but they remain significantly higher than pre-pandemic levels, according to the American Farm Bureau Federation.The average dinner for 10 people costs $58.08, a 5% decrease from 2023 but still 19% above pre-pandemic prices.Turkey prices fell 6% to $25.67 for a 16-pound bird, thanks to lower demand despite a smaller turkey flock due to the avian flu.Other items like milk (-14%), peas (-8%), and celery (-6.4%) saw price drops, but stuffing (+8%) and cranberries (+12%) rose.Regional price disparities exist, with the South offering the cheapest dinners at $56.81 and the West the highest at $67.81.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

This episode of Unveiled: GovCon Stories dives into the Rule of Two, a vital policy ensuring federal contracts are set aside for small businesses. The SBA's proposed updates aim to expand its application to task and delivery orders under Multiple Award Contracts (MACs), potentially adding $6 billion in small business opportunities.While promising, these changes bring challenges, including loopholes, administrative burdens, and market uncertainty. In this episode, we explore the potential impacts, strategies to stay competitive, and ways small businesses can advocate for themselves.Tune in to learn how to adapt and position your business for success.Call to ActionAdvocate for your business by submitting feedback on the proposed rule changes: SBA Public Comment Portal.Helpful Links•Small Business Act Overview - SBA•Federal Register - SBA Proposed Rule•Tolliver Group Case Summary - COFC•SBA Regulatory Impact Analysis•SBA Resources for Small Businesses•GAO Reports on Contracting•SBA Mentor-Protégé Program•InfoSquirrel•SECAF•Optimized Technical Solutions, Inc.•Women Impacting Public PolicySponsorsThe views and opinions expressed are those of the hosts and guests and do not reflect the endorsements of our sponsors.Thank you to Withum, our Diamond Sponsor!Withum is a technology-driven advisory and accounting firm helping clients excel in today's complex business environment. Learn more at Withum's website. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Unveiled: GovCon Stories, we're diving into one of the most transformative technologies in government contracting today: artificial intelligence. AI is no longer just a buzzword or a tool for tech giants—it's an accessible and powerful solution for small businesses in the GovCon space. From automating time-consuming tasks like research and proposal writing to enhancing project management with real-time data insights, AI is revolutionizing how contractors work. Imagine offloading repetitive processes to AI-driven tools while staying on top of compliance requirements. Picture leveraging these tools to streamline operations, boost capacity, and improve security protocols. The potential is immense, and today we're unpacking how small businesses can harness AI to gain a competitive edge in the fast-paced world of government contracting. Joining us for this conversation are two experts from Withum: Lenee Lyte, Principal CPA for the Government Contractors Advisory, and Gareth Patterson, Lead AI Engineer. Together, they explore the real-world applications of AI for small businesses in GovCon, share practical advice on staying compliant in a rapidly evolving landscape, and discuss what's next for Withum. Tune in to discover how AI can help your business work smarter, faster, and more securely.Guest Bios:Lenee Lyte is a Principal CPA at Withum, specializing in Government Contractors. With 18+ years of experience, she provides expertise in FAR/DFARS compliance, audits, and financial systems implementation.Gareth Patterson is a Lead AI Engineer at Withum Digital. Previously at Endava, he worked on fraud detection and enterprise-level AI solutions. Gareth also biked across the country for charity, raising $500K to support people with disabilities—a journey that built lasting connections.Links:Learn more about Withum on their websiteConnect with Lenee Lyte on LinkedInConnect with Gareth Patterson on LinkedInEmail Lenee LyteAI Watch - Global Regulatory Tracker: United StatesSponsorsThe views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Rangena Hotaki, CEO of Designovation, leads a professional services firm that integrates design thinking and disruptive innovation to drive mission achievement across Grants Management & Outreach, Business Process Optimization & Transformation, Strategic Planning & Communications, Finance & Risk Management, and Portfolio, Program, and Project Management.With two decades of experience in strategy, IT, and operations consulting, she is an expert in Federal financial services and multiple industries, passionately enhancing operations to deliver customer-centric solutions for complex challenges.Rangena leverages research, analysis, and industry insights to create and implement innovative methods, frameworks, and roadmaps to solve client business issues. A mentee of the late Clayton Christensen at Harvard, she is well-versed in disruptive innovation theories. Embracing design thinking later on, she found combining both methodologies vital to organizational evolution. She inspires her team to deliver collaboratively, coaching and mentoring professionals to reach their career goals and add value.She has worked at various strategy and technology consulting firms. She holds a B.A. in Economics & Spanish with minors in Biochemistry and Religious Studies from the University of Virginia and an MBA from Harvard Business School, as well as a Design Thinking certificate from MIT.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:Designovation Website: https://www.do-strategies.com/Designovation LinkedIn: https://www.linkedin.com/company/designovation-strategies Rangena Hotaki LinkedIn: https://www.linkedin.com/in/rangenahotaki Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

In this episode of Unveiled: GovCon Stories, we dive into a strategic approach for success in government contracting—the “calculated and persistent” path. Move beyond the big-growth narratives; what if real GovCon success is about mastering your niche, forming authentic relationships, and laying a strong foundation?Our guest, Aubrey Gainfort from the TSA, brings 16+ years of expertise and shares her insights on steady progress in GovCon. As the founder of the podcast Breaking the Standard, she is dedicated to empowering small businesses to navigate the GovCon landscape with focus and consistency. Together, we explore how to stay informed, build meaningful networks, and balance specialization with adaptability. Tune in for practical steps to achieve sustainable, long-term success in GovCon.Guest Bio:Aubrey Gainfort, a contracting professional at TSA with 16 years of experience, is committed to enhancing communication in government contracting. She founded Breaking the Standard to advocate, educate, and empower small businesses in the industry.Calls to Action:Spread the word about Unveiled: GovCon Stories: Podcast LinkInterested in being a guest or suggesting a topic? Fill out our Guest Form.Check out protest lessons at GAO: GAO WebsiteLinks:Breaking the Standard on FacebookLori Smith Acu-ElligentG2 ExchangeGovBrewSponsors:Withum, our Diamond Sponsor, is a technology-driven advisory and accounting firm committed to strengthening clients in today's business environment. Learn more about their services on Withum's Website.Hive39 Community by Twenty39: Twenty39 offers resources and community support for GovCon small businesses. Join Hive39 to access valuable resources, discover networking opportunities, and find cost-effective vendor solutions. Join Today! Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore how breaking from a traditional career path led to the launch of a successful GovCon business and a non-profit that empowers women-owned small businesses in the government sector. Our guest, Johanna Yi, founder and CEO of For People, shares her unique journey, discussing how her background shaped her leadership style, created smart data solutions for government, and addressed the social determinants of health. We dive into her mission of expanding opportunities for women entrepreneurs in GovCon.Guest Bio:Johanna Yi leads For People, a mission-driven organization transforming government services through robust data ecosystems. With significant experience in Medicaid and data initiatives, Johanna drives impactful policy and tech solutions and is also VP of the Digital WOSB Alliance, promoting women-led GovCon businesses.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:Digital WOSB Alliance: https://www.digitalwosballiance.org/ For People: https://forpeople.us/ Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business!Hive39 Community by Twenty39Twenty39 – simplifying the complexity in pursuing government contracts and hosts an inclusive online community for GovCon Small Businesses and Consultants to learn, share, and grow. Receive free resources to support your business in pursuing government contracts; and meet new partners, identify small business relevant events, and cost appropriate vendor resources, stay up to date on policy and legal changes impacting small business, and share 1099 and partnership opportunities. Join today! Hosted on Acast. See acast.com/privacy for more information.

In this episode of Unveiled: GovCon Stories, we explore the world of government contracting during a presidential election year, a time historically filled with uncertainties. While election years always stir questions about budget priorities and future policies, small businesses in GovCon continue to push forward with innovation, resilience, and optimism. We will focus on how small businesses can maintain stability and seize opportunities, regardless of the political climate, and examine key trends reshaping the market.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Matt and Nic are back for another week of news and deals. In this episode: Nic's Dutch misadventures Federal versus State regulation of Stablecoins TD Bank filed $3b for money laundering Are stake rewards property or income? Italy hikes capital gains taxes on Bitcoin Is Polymarket manipulated? Has the first AI bot millionaire been minted? The World Liberty Financial tokensale flopped Sponsor notes:  Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto An Overview of the Flow Blockchain: In Coin Metrics' State of the Network issue 281, we provide an overview of the Flow Blockchain

CleanTechnica talks with Withum — a top 25 advisory, tax, and accounting firm that specializes in renewable energy tax credits (among other important topics) and the cleantech industry — about the complex and changing world of these vital credits and what you need to know for your business to thrive in 2025.

CleanTechnica talks with Withum — a top 25 advisory, tax, and accounting firm that specializes in renewable energy tax credits (among other important topics) and the cleantech industry — about the complex and changing world of these vital credits and what you need to know for your business to thrive in 2025.

Breaking into government contracting is a challenge for small businesses, and the Aerospace and Defense sector adds another layer of complexity. In this episode, we provide insights into best practices for small businesses pursuing opportunities in this high-demand industry. Learn how to build relationships with key stakeholders, navigate the government procurement process, manage lengthy timelines, and identify the right partners. Whether you're new to the sector or looking to fine-tune your approach, this episode offers actionable advice to help your business thrive.Guest Bio:Our guest, Dwight Deneal, serves as the Assistant Administrator for NASA's Office of Small Business Programs. He brings over a decade of experience in leading small business and federal acquisition programs, having previously directed programs for the Defense Logistics Agency and the U.S. Coast Guard. Mr. Deneal is also the Vice Chairman of the Federal Interagency OSDBU Directors Council, a key platform for collaboration among federal small business programs. He holds a Business Management degree from Hampton University and completed executive education at Harvard's Kennedy School of Government.Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Download the NASA Mobile Application at [add link]TBD [Note to NASA: please add any calls to action you want to include in the show notes]Links:NASA Office of Small Business Programs: https://www.nasa.gov/osbp/ Doing Business with NASA: https://www.nasa.gov/doing-business-with-nasa-osbpNASA Vendor Database: https://www.nasa.gov/osbp/vendor-database/ NASA Active Contract Listing (ACL): https://www.nasa.gov/osbp/active-contract-listings/ TBD [Note to NASA: please add any links you want to share in the show notes]Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Matt and Nic are back for another week of news and deals. In this episode: Are shipping regulations making the oceans hotter? Is Satoshi Peter Todd? Is the identity of Satoshi the best mystery of all time? The SEC comes after Cumberland Crypto.com sues the SEC World Liberty Financial is doing a tokensale Uniswap announces Unichain Is Polymarket manipulated? Ryan Salame appears on Tucker Sponsor notes: Coin Metrics, State of the Network's Q3 2024 Mining Data Special: In Coin Metrics' State of the Network issue 280, we provide our quarterly update on Bitcoin mining. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic return for another week of news and deals. In this episode: Monad Madness CZ is released from jail Roman Storm's motion to dismiss is denied Mango settles with the SEC Swift is piloting digital asset transactions Bitwise submits and S-1 for a Ripple ETF Visa announces their Tokenized Assets Platform Franklin moves to Aptos The SEC's Gurbir Grewal steps down Sponsor notes Coin Metrics, State of the Network's Q3 2024 Wrap-Up: A data-driven overview of events shaping crypto markets in Q3–2024 Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Welcome to Season 4 of Unveiled: GovCon Stories! We're thrilled to kick off this new season with a powerful reflection on some of the most insightful moments from Season 3. Last season, we delved into government contracting, discussing key strategies for scaling small businesses, the importance of forging strong partnerships with officials, and how staying innovative is critical for long-term success in the GovCon space. We explored resilience, from overcoming compliance challenges to navigating funding delays, while emphasizing how small, strategic wins can lead to substantial growth. Season 3 was filled with examples of how businesses thrived in adversity, shedding light on the creativity it takes to succeed in this complex market.As we embark on Season 4, we're excited to bring you even more insightful content, including fresh perspectives on emerging procurement strategies, in-depth conversations on leveraging market intelligence, and expert advice on positioning your business for growth in today's competitive landscape. This season will be packed with actionable tips, the latest trends, and candid discussions with industry leaders about the future of government contracting. Whether you're a seasoned GovCon professional or just starting out, there's something for everyone as we explore the real-world challenges and opportunities that small businesses face. Join us for a season filled with stories of perseverance, growth, and the practical insights you need to succeed!Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Sponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business!Hive39 Community by Twenty39Twenty39 – simplifying the complexity in pursuing government contracts and hosts an inclusive online community for GovCon Small Businesses and Consultants to learn, share, and grow. Receive free resources to support your business in pursuing government contracts; and meet new partners, identify small business relevant events, and cost appropriate vendor resources, stay up to date on policy and legal changes impacting small business, and share 1099 and partnership opportunities. Join today! Hosted on Acast. See acast.com/privacy for more information.

Matt and Nic are back with another week of news and deals. In this episode: Gensler denies knowledge of Operation Choke Point 2.0 We recap the Silvergate collapse Why did the MSM ignore the new Silvergate revelations? Trump's fair banking access rule Looking back at the Signature closure Gensler appears in front of the House Caroline Ellison sentenced to 2 years in prison Options approved for Bitcoin ETFs SEC versus TUSD What's going on with the port strike? Nic's panda moon moon situation Sponsor notes: Coin Metrics, Real World Assets (RWAs) & Tokenization Report. Exploring the RWA landscape, sectors and networks gaining adoption, regulatory implications and market opportunities. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Content mentioned: Ross Stevens, Bitcoin's Protection under the First Amendment

In part 2 of this series, Steve Brady, Market Leader of Transaction Advisory and Kevin Bodnar, Head of Investment Banking at Withum, discuss positioning your business for a successful sale.

Matt and Nic are back for another week of news and deals. In this episode: Nic's Singapore Zyn problem Nic's Token 2049 keynote The Iggy Azalea Eric Wall debate Trump make an appearance at Pubkey in NYC World Liberty Financial continues to be insane SEC versus Flyfish club Are airdrops done for? Is JPM really the “largest user of blockchain”? Bhutan has a ton of Bitcoin Listening to podcasts with AI Interest rates fell The exploding pagers and what it means for crypto Sponsor notes: Coin Metrics, The Crypto Universe Through the Lens of datonomy™ Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic return for another week of news and deals. In this episode:  We review the Trump-Harris debate Matt's new wildlife problems Nic's birthday party Trump doubles down on World Liberty Financial The Castle Island stablecoins whitepaper is out! Our reactions to the emerging markets stablecoin report TZero gets approval to trade tokenized securities Coinbase's cbBTC North Carolina bans CBDCs Something is happening to Friend Tech Circle is moving their HQ to NYC Content mentioned: Castle Island, Visa, and BH Digital, Stablecoins: The Emerging Market Story Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics state of the network: A Primer on Blockchain Network Health: Exploring key metrics to gauge network health and centralization in PoW and PoS blockchains

Matt and Nic are back for another week of news and deals. In this episode: SEC fiscal year ending in September How to get accurate transfer volume figures for stablecoins How much volume do stablecoins really settle? Do SEC rules stop registered venture firms from voting in governance or staking? CFTC settles with Uniswap Robinhood settles with the California DoJ Choke Point 2.0 is still happening What's the latest with World Liberty Financial? John Deaton wins his primary in MA What's the deal with Polymarket versus the polls? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics: An Update on Layer–1 Networks

Mark Eckerle, Partner at Withum joins the show. In this episode we discuss: Mark's journey into the digital asset/blockchain industry. Withum's history in digital assets and how the firm came to prioritize working with clients in this category. The rise of stablecoins and the impact that these assets are having on corporate accounting and operations. How startups should evaluate tax, audit and advisory services in the digital assets context. Where Withum is seeing the most engagement in the digital assets industry. To learn more about Withum visit www.withum.com/crypto  

Matt and Nic are back for another week of news and deals. In this episode: Has cryptodollarization occured? Tigran Gambaryan is still detained in Nigeria Durov of Telegram was detained in France Should major tech companies leave the EU? The SEC settles with Abra Sony is launching an ETH L2 The mythical Harris reset VCs for Harris support Harris Trump's weird World Liberty Financial DeFi thing is looking ominous Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Coin Metrics Stablecoin Dashboard; State of Stablecoins: Sector Expansion & A Changing Interest Rate Environment

In this episode of The Capital Table, Steve Brady, Market Leader of Transaction Advisory at Withum is joined by Mike Ritchie, Transaction Advisory Senior Manager to discuss an overview of healthcare M&A.

Matt and Nic return for another week of news and deals. In this episode: Fairshake is getting active in Senate Races What's going on with the Harris pivot? Chuck Schumer promises crypto legislation by end of year What's happening with WBTC? The SEC is subpoenaing VC funds over Uniswap Don Jr is launching a crypto project Will CBDCs destroy the stablecoin sector? Will stablecoins have to KYC all holders? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto Futures Falter, Funding Flips: In Coin Metrics State of the Network Issue 272, we explore the robustness of decentralized systems and the stability of synthetic financial products within the crypto ecosystem.

In part 1 of this two-part series, Steve Brady, Market Leader of Transaction Advisory and Kevin Bodnar, Head of Investment Banking at Withum, discuss the steps necessary in taking family-owned businesses to market.

Matt and Nic are back for another week of news and deals. In this episode:  What happened with the rate-based turmoil in Japan? VP Harris announces Tim Walz as her VP pick Ripple settles with the SEC for $125m Is Jump quitting crypto? (again) Are Plustoken ETH on the move? Does the Harris reset with crypto have legs? Does Trump's promise to end Choke Point have legs? Adeyemo for treasury secretary? The Fed issues an enforcement action against Customers Bank, one of the most active pro-crypto banks Our Olympics recap Nic's airsoft misadventures Austin Campbell's thread on Customer's bank Sponsor notes: An Update on Crypto Markets & Coinbase Q2 2024 Earnings: In Coin Metrics State of the Network Issue 271, we provide an update on crypto markets amid the unfolding global market sell-off and break down Coinbase's Q2 2024 earnings. Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto

Matt and Nic are back for another week of news and deals. In this episode:  We react to Trump's speech on Bitcoin in Nashville Is Bitcoin a proxy for Trump's electoral chances? Will there be a “crypto reset” from the Harris campaign? Lummis' Bitcoin Act The US government moves some Bitcoin Should the US government hold on to the coins from the Bitfinex hack? Is the new Bitcoin law civil asset forfeiture? Tether's big Q2 Where are the Tether Truthers? Howard Lutnick's claim about SBF and Tether Bitclout founder Nader Al Naji is charged by the SEC and SDNY California DMV partners up with the Avalanche network Content mentioned: Adams, Ibert, and Liao, What Drives Crypto Asset Prices? Sponsor notes: Withum's Digital Currency and Blockchain Technology Team specializes in crypto-assets, offering accounting, tax and advisory solutions to fortify trust in a dynamic industry. Contact them today to get started. - withum.com/crypto   The Story of Ethereum Staking So Far: In Coin Metrics State of the Network Issue 270, we uncover Ethereum's staking ecosystem, from "The Merge" to "Shapella", the rise of LSTs and beyond.

Fast growth company leadership teams have a lot on their plates. They are balancing building a solution or offering, building brand recognition, and closing deals. But no concern is higher priority than funding. In order to secure that funding, they also need to invest in accounting - and it is never too soon to get started. In this episode of The Sourcing Hero podcast, Host Kelly Barner welcomes Lonnie Bloom. Lonnie is a Partner at Withum, where he specializes in auditing and supporting the growth of some of the most well-known tech and emerging growth companies in the country. He also co-leads the firm's e-commerce practice which serves hundreds of brands and household names in the e-comm industry.  In this interview, Lonnie talks about the importance of solid accounting procedure and documentation to fast growth companies: The unique financial challenges faced by growth stage tech firms Advantages, such as specific decisions, leadership qualities, etc., that can position firms for long term growth How contract management practices can contribute to a company's success Links: Lonnie Bloom on LinkedIn

CDK Global could handle a key federal cybersecurity reporting requirement for its dealer customers. U.S. new-car market loses some momentum. Plus, Withum's Stuart McCallum talks about key dealership buy-sell trends.

Many people may not know just how critical an acceptable accounting system is to the success of government contracting small businesses. As Principal CPA at Withum for the Government Contractors Group, Lenee Lyte is the perfect person to explain the role of adequate accounting systems in GovCon small businesses! Joining us as today's guest, Lenee begins by describing an acceptable accounting system, the challenges of implementing it, what small business owners need to be aware of, and how accounting plays out in the government context. Then, she walks us through how great accounting systems facilitate reporting and project management, how they help with compliance, how they improve small businesses and enable growth, and how to use one to its fullest potential. We end with Lenee's key takeaways, what Withum has up its sleeve for the near future, and a reminder of the undeniable importance of strategic planning. Tune in for all this and much more!Key Points From This Episode:Insight into Lenee's GovCon story. The characteristics of an acceptable accounting system and how to implement it. What small business owners need to keep top-of-mind regarding their accounting systems. Understanding accounting within the government context. How robust systems transform complex financial data into actual insights; a win for reporting.Explaining CPARS: financial awareness, financial performance, and financial management. How to use your accounting system to its fullest potential. Strategy, strategy, strategy! Call(s) to Action:Request to join the Hive39 Community on LinkedIn:linkedin.com/groups/12645189Help spread the word about Unveiled: GovCon Stories: shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know at our Guest Feedback and Registration Form!Sponsors:Withum: withum.comWithum is a forward-thinking, technology-driven advisory and accounting firm that offers a range of services including business advisory, forensic and valuation services, accounting and assurance, digital transformation, cybersecurity, and tax consulting.Twenty39 – Helping small businesses be successful in GovCon: twenty39.comIf your business is considering government contracting and needs expert advisory, business development, proposal management, and/or operations support, we are here to help. We provide end-to-end enablement for pursuing government contracts.Hive39 Community: twenty39.com/hive39-communityAn inclusive online community for GovCon Small Businesses and Consultants to learn, share, and grow. Receive free resources to support your business in pursuing government contracts, meet new partners, identify small business relevant events and cost-appropriate vendor resources, stay up to date on policy and legal changes impacting small businesses, and share 1099 and partnership opportunities. Join today! Hosted on Acast. See acast.com/privacy for more information.

In this episode of the 2X eCommerce Podcast, Kunle Campbell sits down with Lonnie Bloom, an audit partner at Withum specializing in the e-commerce and technology sectors. Bloom recounts his journey from a budding interest in accounting to his pivotal role in navigating the financial complexities of e-commerce. He shares insights into the challenges and strategies critical for businesses in adapting to economic changes and consumer behavior shifts.The conversation then turns to the significance of audits for e-commerce entities aiming to secure investment and scale their operations. Bloom breaks down the audit process, emphasizing its role in strategic financial planning and the importance of a solid financial foundation for growth. He also touches on the impact of technological advancements in e-commerce, particularly how they streamline operations and enhance customer experiences.Lonnie offers advice for e-commerce ventures grappling with today's market dynamics, focusing on financial savvy, technological integration, and understanding consumer expectations. This episode distills Bloom's vast experience into valuable insights for e-commerce businesses looking to thrive in a competitive landscape. 

Blake and David meet with Chris Vanover, President of CPAClub, about the recent $2 million PCAOB fine against Withum for poor audit quality on many 2021 SPAC audits. They examine Withum's 500% increase in audits with minimal staff growth, leading to overworked teams and partners working 100+ hour weeks. They also debate whether the fines are large enough to change behavior or just a cost of doing business.Meet Our Guest, Chris VanoverLinkedIn: https://www.linkedin.com/in/chrisvcpa/Learn more about CPAClubWebsite: https://cpaclub.cpa/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode of the Car Dealership Guy Podcast, I'm speaking with Frank O'Brien, a partner at Withum. We discuss financial fraud in the dealership business, how dealerships can attract and retain technician talent, untapped warranty reimbursements from auto manufacturers, the clashing reality of EV mandates and consumer demand + much more. This episode of the Car Dealership Guy Podcast is brought to you by: Cars Commerce - The platform to simplify everything about buying and selling cars. Learn more at https://www.carscommerce.inc/ CDK Global - Empowering dealers with the tools and technology to build deeper customer relationships. Learn more @ https://www.cdkglobal.com/dealership-xperience-platform Withum - Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today's complex business environment. Learn more @ https://www.withum.com/ Interested in advertising with Car Dealership Guy? Drop us a line here Interested in being considered as a guest on the podcast? Add your name here Topics: (00:00:00) - Intro (00:02:44) - Frank's career in automotive fraud (00:03:16) - What's your outlook on the market today? (00:13:00) - Technician shortages (00:17:30) - What is your specialty in this industry? (00:19:27) - What's the dollar exposure for dealers in these reimbursements? (00:23:24) - Are there other opportunities like this for dealerships? (00:25:35) - Where do you see trends for dealership profitability going from here? (00:32:46) - Do you see any threats to the industry on the horizon? (00:34:17) - What's your outlook for 2024? Check out Withum here. Check out the website for more (https://dealershipguy.com) and follow me on X @GuyDealership! (https://x.com/guydealership) This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.