Crossroads Ahead

Chief Insights

Chief Insights is designed to help C-level executives, board members and other top decision makers drive successful, dynamic companies. In this series, entrepreneurial-minded CPAs, consultants and specialists offer their expertise and stories from the field regarding business best practices and opportunities. Listen and share!



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Episode #17: Managing Unrelated Business Income Tax for Your Not-for-Profit

Released March 12, 2020
Hosted by Marie Brilmyer & Cathleen Lorenz

Does your not-for-profit conduct revenue generating activities that may trigger the unrelated business income tax, or UBIT? From advertising and fundraising to events and leases — Marie Brilmyer and Cathy Lorenz of Cohen & Company discuss how to identify potential triggers and how to minimize the resulting tax (and why UBIT may not always be such a bad thing).


Episode #16: Using Technology to Transform Your Back Office

Released February 20, 2020
Hosted by John Cavalier & Mary Washburn

HR, accounting and IT are a few of the areas that can benefit from transformative technologies like digital and robotic process automation. But it’s not just about the tools; it’s about changing the way you work to be smarter and more efficient. John Cavalier and Mary Washburn of Cohen & Company’s Management Consulting Group discuss how organizations along all points of the digital maturity scale can transform their back office.


Episode #15: 2 Ways the SECURE Act Will Impact Your Retirement Accounts

Released January 28, 2020
Hosted by Scott Swain

More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required Minimum Distribution age as well as the elimination of the stretch provision, which significantly increases the tax burden on individuals inheriting IRAs. Learn what proactive steps may be necessary to align your retirement goals.


Episode #14: How You Can Minimize Your Tax Burden Before Year-End

Released December 11, 2019
Hosted by Phil Baptiste & Scott Swain

Listen to year-end tax planning ideas that businesses and individuals can still take advantage of before December 31, 2019. Tax Partners Phil Baptiste and Scott Swain discuss how tax reform has changed the planning landscape and offer practical tips surrounding items such as entity structure, bonus depreciation, charitable contribution strategies, gifting and more.


Episode #13: SOC Reports: What Are They and Can Your Business Benefit from One?

Released October 30, 2019
Hosted by Steve Guarini & Michelle Chopper

Steve Guarini, assurance partner, and Michelle Chopper, a director of risk assurance and advisory, demystify the various types of Service Organizational Control (SOC) reports and the process to obtain one. Additionally, Steve and Michelle offer insights into which types of companies need a SOC report and how it can offer credibility for your organization and help retain and attract customers.


Episode #12: How the AICPA’s Dynamic Audit Solution is Creating the Audit of the Future

Released October 08, 2019
Hosted by Jeff Kovacs & Nevin Nussbaum

Responding to a long-awaited call for change to the traditional audit process, the AICPA has created the Dynamic Audit Solution. Audit Partner Nevin Nussbaum and Jeff Kovacs, one of the initial members of the DAS and an audit partner at Cohen & Company, discuss audit quality, new technologies and enhanced insights expected from the audit of the future — and when we can expect to experience it.


Episode #11: Life After Wayfair: Nexus and the New Reality

Released August 30, 2019
Hosted by Hannah Prengler & Sara Britt

A lot has changed since the Wayfair sales tax decision was handed down by the Supreme Court in June 2018. Join Hannah Prengler and Sara Britt, leaders in the State and Local Taxation Group, as they discuss everything from sales tax liability and how states are responding to Wayfair a year later, to the impact on financial statements, M&A activities, online marketplaces, and information and reporting requirements.


Episode #10: Current Trends in Investment Industry M&A

Released July 31, 2019
Hosted by Chris Bellamy & Jim Lisy

The investment industry continues to experience growth and change via significant transaction activity. Chris Bellamy, co-president of Cohen & Company's Investment Industry Services Division, and Jim Lisy, managing director of M&A Advisory, talk M&A trends from this specific industry’s perspective — from what's driving activity to advice for companies considering a transaction.


Episode #9: Can the Precidian ActiveShares ETF Structure Work for You?

Released June 19, 2019
Hosted by Brett Eichenberger & Jeff Haneline

The SEC’s approval of the Precidian ActiveShares® ETF structure stands to change the landscape for active fund managers who have historically avoided the ETF space. Investment Industry Partners Brett Eichenberger and Jeff Haneline sit down to discuss how this new type of structure works, how it differs from traditional ETFs, and the benefits and shortfalls fund managers should evaluate closely.


Episode #8: What You Need to Know Before, During & After the Sale of Your Private Company

Released May 23, 2019
Hosted by Randy Myeroff

What does it really take to prepare for and sell your company? From following your financial plan, finding the right buyer and navigating the sale process, to communicating with family and prioritizing what needs to be done when, Randy Myeroff of Cohen & Company and Annie McCauley of Sequoia Financial Group share how entrepreneurs can plan for and execute a successful business exit.