The Balancing Act Podcast with SingerLewak
by The Balancing Act by SingerLewak
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On the show
From 11 epsHosts
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Recent episodes
Data & AI Readiness: Turning Data into Actionable Intelligence
Jun 18, 2026
Unknown duration
How Escalating AI & Cybersecurity Impact Your Business
May 21, 2026
44m 23s
IPO Readiness: Key Considerations for Going Public
Apr 23, 2026
39m 33s
Tax Insights for 2025 Filing Season
Mar 19, 2026
38m 15s
Executive Compensation
Feb 19, 2026
24m 21s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | Data & AI Readiness: Turning Data into Actionable Intelligence | In this episode of SingerLewak’s Balancing Act, we explore AI data readiness and what it takes to move from hype to real business impact.Bob Green, Laura Buitrago and Michael Daoud break down key AI trends, practical use cases, and the growing role of AI in finance, operations, and customer experience—while addressing critical concerns like data privacy and governance.The key takeaway: AI is only as powerful as the data behind it. Learn how clean, well-structured data—and the right strategy—can set your organization up for successful, secure AI adoption.Connect with SL Business Informatics team to learn how your organization can adapt in an AI-data landscapeConnect with SingerLewak's Business Solutions Group Readiness Roadmap Series: https://singerlewak.com/the-readiness-roadmap/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/Subscribe to our podcast on Spotify or Apple Podcasts: The Balancing Act Podcast with SingerLewak | Podcast on SpotifySubscribe to our YouTube channel: www.youtube.com/@SingerLewak | — | ||||||
| 5/21/26 | How Escalating AI & Cybersecurity Impact Your Business✨ | AIcybersecurity+3 | Eric RockwellJeff Gulick | SingerLewakSL Business Informatics | — | artificial intelligencecybersecurity+3 | — | 44m 23s | |
| 4/23/26 | IPO Readiness: Key Considerations for Going Public✨ | IPO readinessgoing public+4 | Eric WeisDavid Finkelstein+1 | SingerLewakLatham & Watkins+2 | — | IPOtax planning+5 | — | 39m 33s | |
| 3/19/26 | Tax Insights for 2025 Filing Season✨ | tax changes2025 filing season+3 | Mike MondelliRyan Nance | SingerLewakOne Big Beautiful Bill Act | — | tax changes2025 filing+3 | — | 38m 15s | |
| 2/19/26 | Executive Compensation✨ | executive compensationcompensation strategy+3 | Harriet ObermanSusan Schroeder | SingerLewakCompensation Advisory Partners | — | executive compensationphantom equity+3 | — | 24m 21s | |
| 1/22/26 | Maximizing R&D Tax Credits✨ | R&D Tax CreditsTax Legislation+4 | Eric LakeCecilia Sanudo+1 | SingerLewakU.S. Federal R&D Tax Credit+3 | — | R&D Tax Creditfederal tax benefits+5 | — | 25m 08s | |
| 11/20/25 | Updates on the U.S. Tariff Policy✨ | U.S. tariff policyinternational trade+5 | David HarlowDaniel Sheinfeld | SingerLewakITC Diligence International | U.S.Trump administration | tariff ratesexemptions+5 | — | 39m 27s | |
| 10/23/25 | International Tax Changes in the One Big Beautiful Bill Act✨ | international tax policybusiness strategy+5 | Stephen Bolt | GILTISingerLewak+1 | — | international taxOne Big Beautiful Bill Act+5 | — | 44m 25s | |
| 9/25/25 | SL Government Audit: Timely Reporting, Insights & Solutions✨ | government auditfinancial reporting+3 | Brad BingenheimerOrlando Torres | GFOAAICPA/NASACT+1 | — | government financefinancial statements+3 | — | 33m 08s | |
| 8/21/25 | SL Audit: Teamwork Makes the Dreamwork✨ | collaborationaudit+5 | Kathy LawsonChristopher Stone+1 | SingerLewak | — | audittax+5 | — | 26m 13s | |
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| 7/24/25 | Communication is the Key to a Painless Audit✨ | communicationaudit process+3 | Rob SchlenerCecilia Sanudo | SingerLewak | — | auditcommunication+3 | — | 15m 54s | |
| 6/26/25 | Credit Unions: Trends at the Management, Board, and Supervisory Committee Levels✨ | credit unionsmanagement trends+4 | Sheila BalzerAdrian Hyatt-Ward+1 | Hyatt-Ward AdvertisingCredit Union Client Service Group | — | credit unionsCECL models+5 | — | 37m 14s | |
| 8/22/24 | Summer Escape with SingerLewak: Exploring Oregon | Join us for the grand finale of the "Summer Escape with SingerLewak" series as we venture into the stunning landscapes of Oregon. In this episode, we team up with Brad Bingenheimer and Kevin Gienger two partners with deep roots in the state, to uncover the best that Oregon has to offer. From the rugged beauty of Fort Stevens State Park to the vibrant Salem Art Fair, and from thrilling outdoor adventures like white water rafting to the charm of local breweries and wineries, this episode is packed with insider tips and must-see attractions. Whether you're a resident or planning your next vacation, this final stop in Oregon will leave you inspired to explore the natural wonders and cultural treasures of the Pacific Northwest. Visit our website: SingerLewak Oregon | Salem | Albany | SingerLewak Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/thebalancingact Subscribe to our YouTube channel: https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw | — | ||||||
| 7/18/24 | Summer Escape with SingerLewak: Exploring Northern California | In this episode of "Summer Escape with SingerLewak," we explore the best of Northern California's outdoor activities and family fun spots. Our guests, Marketing Manager Laurie Leer and Partners Vera Kryukova and Cindy Wiseman, share their favorite destinations, including the lively beaches and boardwalk of Santa Cruz, serene train rides through the majestic Redwood Forest, and scenic hiking trails in local parks. They also discuss the joys of spending time in a gated community near Yosemite, the beautiful beaches of San Mateo and Half Moon Bay, family-friendly activities at Lemos Farm, and the local brewing scene. Tune in for an engaging and informative conversation with tips for your next Northern California adventure. Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/thebalancingact Subscribe to our YouTube channel: https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw | — | ||||||
| 5/23/24 | Navigating Government Contracts: Insights from the Director of Contracts at the DCMA | In this episode, Business Solutions Group Partner Andrea Roschke welcomes Bill Foster, a seasoned professional with over 30 years of experience with various Department of Defense organizations, who currently serves as president of a National Contract Management Association chapter, and an experienced instructor, who shares his knowledge about government contracting. Bill and Andrea address the unique aspects of government contracts, discussing why businesses might want to work with the government and the stability such contracts can provide, especially during uncertain times. They explore the initial steps for small business owners to enter the government contracting space, including essential resources like the System for Award Management (SAM) website. Register for our webinar on June 19th to learn how to get started in government contracting: https://events.teams.microsoft.com/event/ff199ea8-b86e-408c-b978-c37991865eb4@47b1c974-5210-4564-8ec5-89e4c73ad342 For more information about BSG services offered to small businesses with government contracts: bsggovernment_onesheet2023 (singerlewak.com) For more information about the NCMA, visit: https://www.ncmahq.org/ Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to The Balancing Act on Spotify or Apple Podcasts: https://podcasters.spotify.com/pod/show/thebalancingact Subscribe to our YouTube channel: https://www.youtube.com/channel/UC6gsX7QUSFJQdNlwJMEXFtw | — | ||||||
| 5/2/24 | Empowering Community: Insights into the SL Cares Program at SingerLewak | As National Volunteer Month ends; we're celebrating the spirit of giving back. In this episode, our host Mike Jones, CEO and Managing Partner of Resound, discusses the SL Cares program with guests Steve Giorgione, Jessica Hamilton, and Stephanie Gunderson. These dedicated team members from SingerLewak's Henderson/Las Vegas, NV office share their experiences with SL Cares and discuss various volunteer projects. Steve, Jessica, and Stephanie highlight how the SL Cares program allows them to support their communities through activities like volunteering at Ronald McDonald House, gardening with schools, and writing letters to troops. They explore the impact of volunteering, the sense of teamwork it fosters, and the importance of giving back. This episode offers insights into how SingerLewak encourages its employees to get involved and make a positive difference in their communities. Tune in to hear inspiring stories and get motivated to make a difference in your own way. For more information about SL Cares, visit: https://singerlewak.com/about-us/sl-c... Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: / | — | ||||||
| 3/14/24 | C-Suite Navigation: Strategies to influence ERP Success | As a member of the leadership team, you wield significant influence over your organization’s destiny. When it comes to complex IT undertakings like ERP upgrades, your decisions can tip the scales toward success or failure. Unfortunately, many of these projects fall short of their intended goals, leading to cautionary tales shared by CFOs and CEOs. But fear not! Our March Balancing Act Podcast featuring two eminent Digital Transformation experts: Bob Green, Digital Transformation Advisor and Practice Leader of our SL Business Informatics team, and Steve Griffin, an Executive Partner at GARTNER (renowned IT research and thought leadership organization). Tune in to gain insights and actionable leadership advice to ensure your ERP implementation journey can achieve the results you desire. For more information about Successful ERP and Digital Transformation, visit https://www.foresight-slbi.com/ Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: bgreen@singerlewak.com Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 2/29/24 | 2024 Tax Season Insights | Join us in this insightful episode as we sit down with our guests, Mike Mondelli, Director, and Ryan Nance, Manager, both from the Tax Department at SingerLewak. Together, they will unravel the crucial topics shaping this year's tax landscape. From key changes in tax laws to maximizing deductions, uncovering commonly overlooked tax breaks, and navigating the pandemic's impact on filings, this episode provides invaluable advice for individuals and small business owners alike. Stay tuned as we delve into the tax implications of economic stimulus packages, share best practices for record-keeping, and offer guidance on investing and avoiding audit triggers. Whether you're a seasoned taxpayer or just starting your financial journey, this is your roadmap to informed and strategic tax planning. Subscribe, so you don't miss an episode https://podcasters.spotify.com/pod/show/thebalancing-act Questions or feedback? Reach out to Mike Mondelli mmondelli@singerlewak.com For more information visit: https://singerlewak.com/tax/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 12/14/23 | How to Leave a Legacy: Understanding the Importance of Estate Planning | Episode 14 | How to Leave a Legacy: Understanding the Importance of Estate Planning Alice Pearl from the Law Offices of Michael K. Lanning and Jessica Nadler, an SLBiggs Partner at SingerLewak, discuss the significance of estate planning. Estate planning helps to maximize one's legacy while minimizing taxes and maintaining peace among loved ones. They cover several topics, such as explaining what an estate plan and a trust are, the consequences of not having an estate plan, estate taxes and trust income taxes, proactive planning tips to ensure your desires are fulfilled, and best practices for trustees to have a successful administration, including record-keeping and trust accounting. Subscribe to our YouTube channel and wherever you listen to podcasts, so you don't miss an episode https://podcasters.spotify.com/pod/show/thebalancing-act Questions or feedback? Reach out to Jessica Nadler jnadler@slbiggs.com For more information visit: https://singerlewak.com/slbiggs/trust-and-probate-accounting/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 11/16/23 | Business Buzzcast: Life and Long-Term Insurance | Welcome to another episode of "The Balancing Act", where we explore life and long-term care insurance and what it is, and why businesses need it. With us are Lara Buitrago from SingerLewak Business Solutions Group and the Managing Director of Life/Long Term Care at BGA Insurance. We discuss popular types of life insurance, life insurance with savings, long-term care, and its potential legislative approaches. We also explore the relevance of this issue to business owners and the tax implications of premiums. Gain insights into end-of-life care, long-term care options, costs, and benefits. Unravel the legal and financial implications of your decisions. Stay balanced! Subscribe to our YouTube channel and wherever you listen to podcasts, so you don't miss an episode https://podcasters.spotify.com/pod/show/thebalancing-act For more information visit: https://singerlewak.com/slbiggs/trust-and-probate-accounting/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 10/19/23 | Business Buzzcast: Business Success Through Relationship Management | Episode 12 | Business Buzzcast: Business Success Through Relationship Management In this episode, Lara Buitrago, a Partner of SingerLewak's Business Solutions group, joins David Ackert, the CEO of Ackert Inc., for a dynamic conversation. David is not only the mastermind behind PipelinePlus, a powerful business development tool but also a seasoned executive coach with expertise in business development strategy assessments. Together, they delve into the world of relationship management, discussing why relationships are a vital asset for business owners and providing valuable insights on managing and nurturing them successfully. Questions or feedback? Reach out to Lara Buitrago: lbuitrago@singerlewak.com or visit https://singerlewak.com/business-solutions-group-bsg/ Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 7/13/23 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner | Episode 10 | Cybersecurity: A Pragmatic Approach for the C-Suite and Business Owner Join Bob Green, Lead Partner of SL Business Informatics, and Cybersecurity lead advisor, Eric Rockwell, as they examine the executive's role and responsibilities in guiding their organizations along the Cybersecurity Maturity continuum. This podcast is not intended to scare you about Cybersecurity, but rather to provide practical insights into why a Cybersecurity Program is necessary and how to initiate one correctly. This discussion follows the theme of a previous Balancing Act podcast in which Bob spoke with Clar Rosso, CEO of ISC2, the world's leading provider of professional Cybersecurity education and certifications. Are you a business leader looking to shield your company from cyber attacks? Contact us today at https://singerlewak.com/slcybersecurity/ to schedule an assessment consultation with one of our experts. Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: bgreen@singerlewak.com Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 5/11/23 | What to Expect During an IRS Examination | Episode 8: What to Expect During an IRS Examination An overview of IRS examinations (IRS audits) where SingerLewak Partner Mark Cook and Director Mike Mondelli discuss the different IRS divisions, the different types of examinations, what the examination process is like, and how to respond when the IRS contacts you. Questions or feedback? Reach out to Mike Mondelli: mmondelli@singerlewak.com or Mark Cook: mcook@singerlewak.com Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 5/4/23 | Driving Value at SingerLewak with Managing Partner, Jim Pitrat | Episode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm. Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers and acquisitions. Jim has client service responsibilities in the business sectors of Investor-Backed Private Companies, Family-Owned Companies, as well as Public Companies. Questions or feedback? Reach out to Jim Pitrat: JPitrat@SingerLewak.com Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
| 4/27/23 | Small Business Exit Plans with Tony Cardiel and Paul Carroll | Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth. Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: tcardiel@slbiggs.com Visit our website: https://singerlewak.com/ Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/ Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured | — | ||||||
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