Podcasts by EisnerAmper Podcast

Outlook for Private Equity Dealmaking: Gulf Coast Trends from 2023-12-13T08:00

In this episode of EisnerAmper’s Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications speaks with Jason MacMorran, Partner, EisnerAmper based in Baton Rouge, Louisiana. Jas...

Energy Credit Applications: 45L vs 179D from 2023-12-11T11:55:21

Explore the intricate world of energy credits, focusing on 45L and 179D. EisnerAmper and Capstan Tax Strategies discuss the significant changes brought about by the Inflation Reduction Act and d...

Outlook for Commodity Trading Advisors from 2023-12-07T09:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Martin, Founder & CIO of Martin Fund Management, a commo...

Learning and Leveraging AI with Jordan Wilson from 2023-12-05T15:07:58

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

GAAP Lease Accounting Standards: What Just Happened? from 2023-12-05T09:00

In this podcast, we’ll discuss common issues, key concepts, and changes to ASC 842, as well as planning opportunities for construction companies

Leveraging Tangible Property Regulations from 2023-12-04T13:45:40

Learn more about tangible property regulations (TPRs) in the context of cost segregation. In this episode, EisnerAmper and Capstan Tax Strategies discuss whether TPRs maintain their utility in t...

Outlook for Providing Private Credit to Plaintiffs’ Law Firms from 2023-11-30T09:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Dan Carroll, CEO of Calumet Capital, a Miami-based private credit ...

Fintech Startup Gains Momentum with AI—and a Rebrand from 2023-11-30T09:00

As the Head of Global Marketing of Masttro—a leading wealth tech company—Michael Melia brings a unique perspective to the conversation with EisnerAmper's TechTalk host Fritz Spencer. In this epi...

Real Property Trade or Business: Advantages and Disadvantages from 2023-11-27T17:30:33

In this episode of Breaking Ground, EisnerAmper and Capstan Tax Strategies discuss the significance of being designated a "real property trade or business”, what this classification means, the p...

Investing in Health Care from 2023-11-16T10:47:40

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sameh Ahsan, Senior Investment Analyst, Exome Asset Management. To...

Investing in European Emerging Managers from 2023-11-09T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Roebuck, Managing Partner & Michelle Khong, Partner at O...

Navigating the Changing Landscape of Bonus Depreciation from 2023-11-07T12:00

The Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on bonus depreciation. It significantly expanded which assets may qualify for bonus depreciation and established 10 years of bonu...

Real Estate Private Debt Investing from 2023-11-02T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Noah Brocious, President of Capital Fund I, a real estate private ...

Receivership in the Cannabis Industry from 2023-10-27T12:00

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Allen Wilen, EisnerAmper’s National Director of the Financial Advisory Ser...

VC Investing in the Next Generation Consumer from 2023-10-26T12:24:32

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Linao, Co-Founder of Progression Fund, a pre-seed and seed-st...

The Art of Organizational Change w/ Ahmad Fahmy from 2023-10-25T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

Strategies for Cost Segregation Success from 2023-10-24T12:00

EisnerAmper and Capstan Tax Strategies explore the versatile applications of cost segregation in real estate, emphasizing its relevance throughout the property lifecycle and as a strategic plann...

Outlook for Investing in Sustainable Food Tech from 2023-10-19T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Brian Ruszczyk, Co-Founder, CEO, Earth First Food Ventures, a Gene...

Private Equity Investing in Health Care from 2023-10-18T12:00

In this episode of EisnerAmper’s Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications speaks with Jacob Atkinson, Managing Partner, United Western Group, a Washington, D.C....

Tail Risk Hedging from 2023-10-12T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kris Sidial, Co-CIO and Sal Abbasi, Managing Partner, Ambrus Group...

Raising Seed Funding: Tech Entrepreneur Making College More Accessible from 2023-10-11T12:00

Founder and CEO of Yelo Funding, Dan Rubin, is making financing for college more equitable for students. In this TechTalk episode, Dan has a conversation with EisnerAmper's West Coast Technology...

Startup Picks Up Speed Evolving into a Full-Service Marketing&PR Agency from 2023-09-29T13:34:04

Founder of Velocitas Patricia Beitler has a conversation with EisnerAmper's Technology and Life Sciences professional Fritz Spencer about her journey from IT/web developer turned entrepreneur, a...

Outlook for Agency Lending in Multifamily Housing and Health Care from 2023-09-28T14:05:07

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Vince Mejia, Senior Vice President of Agency Lending at Greystone,...

Insights in the New York Cannabis Market from 2023-09-26T12:00

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Kaelan Castetter of the Castetter Cannabis Group about how to succeed in N...

Investing in Sneakers as an Asset Class from 2023-09-21T16:09:59

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Howie and Jason Schwartz, father and son and co-founders of Always...

Investing in Tax Receivable Agreements from 2023-09-14T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alex Orn, Principal, Parallaxes Capital, an alternative investment...

The Pivot: A Seasoned Corporate Executive Turned HealthTech Founder from 2023-09-13T12:01:08

Founder and CEO of Reimagining Lab Information (“reLIMS”) and current President of TiE Silicon Valley Anita Manwani has a career distinguished by a series of pivots. In this TechTalk episode, An...

CTA Investing in Commodities and Carbon Markets from 2023-09-07T12:52:27

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Carlos Arcila-Barrera, CIO of Sigma Advanced Capital Management, a...

Multifamily and Commercial Real Estate Investment Trends from 2023-09-01T14:52:32

EisnerAmper Real Estate specialists Ralph Estel and Joe Rubin discuss with Ryan Corcoran trends they are seeing in Philadelphia and across the nation when it comes to multifamily and commercial ...

VC Investing in Early-Stage and Growth Stage Companies from 2023-08-31T14:05:55

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Horowitz, Co-Founder and CEO of Touchdown Ventures, a ventur...

Digital Transformation in Automotive w/ George Ayres from 2023-08-30T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

Background Employee Screening in the Cannabis Industry from 2023-08-25T12:00

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with David Mederrick of Team Screening about some of the issues employers need ...

Private Debt Investing from 2023-08-24T11:48:57

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nels Stemm, Principal at Fairview Partners Investment Management, ...

Private Markets Investing from 2023-08-17T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Brecker, head of client solutions, Americas, Hamilton Lane, a...

Venture Capital Investing in Technology from 2023-08-10T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Or Haviv, Partner & Head of Global Innovation at Arieli Capita...

Outlook for Private Equity and M&A for the Remainder of 2023 from 2023-08-09T12:00

In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Ariel Fischman, Director at 414 Capital, an investment banking and advisory firm.  Arie...

Outlook for Investing in Closed End Funds from 2023-08-03T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Cole Scott, President & CIO of Closed End Fund Advisors, ...

How One Organization Is Helping Startups eMerge—and Transforming the Local Tech Landscape from 2023-07-31T17:57:43

Founding executive team member and president of eMerge Americas Melissa Medina has a conversation with EisnerAmper's Technology and Life Sciences professional Fritz Spencer about bringing togeth...

Data Analytics for the Cannabis Industry from 2023-07-31T13:03:27

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Beau Whitney of Whitney Economics about some of the key metrics for the ca...

Intelligent Augmentation: Freeing the Human Experience w/ Gopal Rajagopalan from 2023-07-26T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

Outlook for Sustainability Investing from 2023-07-20T13:30:17

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Whitney Sweeney, Investment Director, Sustainability, Schroders’ G...

PE Impact Investing in Lower Middle Market Technology&Business Services from 2023-07-13T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Justin Kulla, Partner, Head of ESG and Impact Investing at TZP Gro...

Women-Led Private Equity Investing from 2023-07-06T16:47:45

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jesmane Boggenpoel, Managing Partner, AIH Capital, a black women-o...

The Real Estate Market for the Cannabis Industry from 2023-06-30T12:00

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Colby Piper and Darren Chandler Jr. of RIPCO Real Estate about the current...

Natural Resources Investing from 2023-06-29T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Matt Geiger, Managing Partner at MJG Capital Fund LP, a limited pa...

Evolution of Cybersecurity - Are threats getting more advanced? w/ Ray Soriano from 2023-06-28T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

PE Investing in Upper Mid-Market Sub Saharan African Companies from 2023-06-22T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Aubrey Sibanyoni, CEO of Herakles Investment Partners, a growth pr...

Key SALT Considerations for Remote Employees from 2023-06-16T12:00

In this episode of The Bottom Line Podcast, Tim Schuster, EisnerAmper Senior Manager, is joined by Andria Siciliano, EisnerAmper Director in the State and Local Tax Group. The two discuss employ...

Global Macro Investing in Emerging Markets Debt Asset Classes from 2023-06-15T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Michael Cirami, Managing Director and Portfolio Manager at Artisan...

Outlook for Private Equity and M&A for Remainder of 2023 from 2023-06-14T12:00

In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cory Markling, Partner in EisnerAmper’s Transaction Advisory Services Grou...

An All-in-One Technology Platform for the Cannabis Industry from 2023-06-09T11:45:18

In this episode of CannaCast, Eric Altstadter, Partner and Leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Anne Forkutza, Head of Market Expansion & Industry Relations at Dutchie, a...

Active Growth Equity&Fixed Income Investing from 2023-06-08T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Liridon Gila, Co-CIO/ Portfolio Manager at Sawgrass Asset Manageme...

Investing in Life Settlements from 2023-06-01T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Luongo, Chief Investment Officer, AIR Asset Management, a Ch...

Audit, Financial Scandals, and Emerging Technology with Jerry Ravi from 2023-05-31T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technol...

Outlook for Fixed-Income and Equities Investing from 2023-05-25T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ben Nye, Portfolio Manager, Narwhal Capital Management, an Atlanta...

Chinese Managed Futures from 2023-05-18T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Matt Bradbard, Managing Director at RCM China, a niche investment ...

Crypto Quantitative Trading from 2023-05-11T15:46

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Barnali Biswal, CIO of Atitlan Asset Management, a U.K.-based cryp...

Digital Transformation&AI with Jason Juliano from 2023-05-07T12:00

TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's  Listen

A Lawyer’s View on the Cannabis Industry from 2023-04-28T11:30

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Andrew Cooper, Partner-in-Charge of the Health Care and Cannabis & Psyched...

U.S. Long/Short Growth Equity Investing from 2023-04-27T11:30

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Scott Storkamp at Morgens, Waterfall, a New York-based U.S. long/s...

Benefit Plan M&A: M&A Impact on Plan Participants from 2023-04-25T12:15:53

In the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to con...

Venture Capital Investing in Crypto from 2023-04-20T13:52:26

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Will Reid, Investment Analyst at Pantera Capital, one of the large...

Benefit Plan M&A: M&A Impact on Benefit Plan Operations from 2023-04-18T12:21:07

In the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on ho...

Lower Midcap European Private Equity Investing from 2023-04-13T12:40:02

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Karen O’Mahony, Managing Partner, PEAL Capital Partners, a female ...

Private Equity Investing in Cloud Computing and Managed IT Services from 2023-04-12T12:49:58

In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Frank, CIO and Founder of Cloud Equity Group, a private equity firm that invests i...

Benefit Plan M&A: M&A Considerations from 2023-04-05T13:14:10

In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should c...

ETF Investing in Women CEOs from 2023-03-30T13:32:12

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patricia Lizarraga, Managing Partner, Hypatia Capital, which manag...

Paving the Way: Climate Tech Startup Pivots to Advance its Mission from 2023-03-28T11:51:30

CEO and Founder of Carbon Limit Tim Sperry is committed to being part of something bigger than himself. In this TechTalk episode, Tim has a conversation with EisnerAmper's East Coast Technology ...

Thoughts from a Cannabis Investor from 2023-03-24T12:59:51

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with John Lykouretzos, the Chief Executive Officer of Focus Growth Asset Mana...

Lower Middle Market Investing from 2023-03-23T13:00:41

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mike Trihy, Portfolio Manager at Bow River Capital, a Colorado-bas...

Real Estate Investing for Climate Change from 2023-03-16T18:04:24

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rajeev Ranade, Partner, Climate Core Capital, a New York-based rea...

Tax Tips and Considerations When Relocating to a New State from 2023-03-15T11:14:23

In this episode of The Bottom Line Podcast, Jeffrey Parker, Partner and National Co-Leader of EisnerAmper's Private Client Services Group, is joined by Tim Schuster, EisnerAmper Senior Manager. ...

The Failure of Silicon Valley Bank Explained from 2023-03-14T11:43:05

In this special podcast episode, Alan Wink, managing director for EisnerAmper's Capital Markets, examines the collapse of Silicon Valley and Signature banks. He looks at the underlying causes, p...

Private Equity Impact Investing from 2023-03-09T13:15:23

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Radhika Shroff, managing director, private equity impact investing...

Impact Investing in Underinvested Communities from 2023-03-02T13:42:20

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with George Ashton, President of LISC Fund Management, a Washington, D....

Communication with Third Party Administrators and Plan Changes from 2023-03-01T12:14:59

In the final episode of EisnerAmper’s three part series on top employee benefit plan audit issues, Brenda and Mark discuss the importance of communication between the plan sponsor and third part...

Helping Entrepreneurs Shine Bright in the Sunshine State from 2023-02-28T11:07:40

Manager of 35 Mules Danielle Mousseau leads the first in-house innovation hub backed by a global energy leader. In this TechTalk episode, Danielle has a conversation with EisnerAmper's West Coas...

Understanding LIFO Accounting for the Food and Beverage Industry from 2023-02-27T12:33:41

On this inaugural episode of Insights À La Carte, an EisnerAmper Food and Beverage Podcast, Rich Colloca, Partner and the firm's National Food and Beverage Practice Leader, and Kevin Nardone, Di...

Venture Capital Investing in B2B Software from 2023-02-23T12:33:05

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kristen Phillips, Executive Director, Golden Section, a Houston-ba...

Experiences of a Female CBD Retailer from 2023-02-22T12:54:27

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Beryl Solomon Jackowitz, founder and CEO of “Poplar, Your Modern Drugstore...

Outlook for Private Equity and M&A in 2023 from 2023-02-16T00:00

In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Peter Weinbach, Managing Director, Bentley Associates, a New York-based investment ba...

Investor Appetite for Alternative Investment Funds from 2023-02-15T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Audrey Weitz, managing director at New York-based Old City Investm...

Getting Proactive About Cyber Security with Remote Employees from 2023-02-14T12:00

On this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Rahul Mahna, Partner and leader of the the firm’s Outsourced IT Serv...

The Importance of Reconciling Information and Discrepancy Next Steps from 2023-02-09T12:00

In the second episode of EisnerAmper’s three-part series on the top employee benefit plan audit issues, Brenda DeSaro and Mark Deters discuss census and payroll inconsistencies, as well as deali...

Agricultural Investing from 2023-02-02T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Shonda Warner, Managing Partner, Chess Ag Full Harvest Partners, a...

The Impact of Understaffing and Employee Turnover from 2023-02-01T12:00

In the first of three episodes from EisnerAmper, Brenda DeSaro, Director in the Firm’s Pension Services Group and Mark Deters, Managing Director - Retirement Solutions for Creative Planning, loo...

Singing to a New Tune: A Cautionary Tale on Ownership Transition from 2023-01-31T12:00

CEO of The Singing Machine Company Gary Atkinson has taken his company through multiple funding rounds and a successful ownership transition. In this “TechTalk” episode, Gary has a conversation ...

The Impact of PR on the Cannabis Sector from 2023-01-25T11:27

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jordan Isenstadt, ...

How to Know If ESG Strategies Are Right for Your Business from 2023-01-24T12:00

You’ve likely heard the acronym ESG mentioned countless times recently, but maybe you aren’t sure that the strategies involved make sense for your business. In this episode of ESG In Focus, Lour...

Venture Capital Investing in FinTech from 2023-01-19T12:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rachel ten Brink, General Partner of Red Bike Capital, a Latina-le...

Real Estate Impact of Remote Workers from 2023-01-18T12:00

Amy Menist joins Tim Schuster on The Bottom Line, where they discuss the top trends in real estate market due to the rise in remote workers. This podcast also discusses what employees and employ...

Digital Assets Investing from 2023-01-05T12:52:50

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Siemer, CEO of Wave Financial, an over $1 billion digital as...

Top Legal Trends for Cannabis Business in 2023 from 2022-12-22T12:00

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Neil Kaufman, Managing Member of Kaufman McGowan, PLLC, and one of Cannabi...

Understanding ESG Ratings and How to Measure for Them from 2022-12-21T12:00

With an alphabet soup of ESG standards and no final word yet from the SEC on their proposed disclosure rules it's really easy to get confused. It's normal to ask, what do I need to measure? Do I...

Food and Beverage Manufacturing Insights for 2023 from 2022-12-20T10:37:47

As the food and beverage industry continues to command change and innovation to meet consumer wants and needs, it is paramount that leaders have the right tools to stay ahead of the curve. In th...

Remote Work Considerations During the Hiring Process from 2022-12-19T16:37:45

In this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Dr. Matthew Kerzner, Managing Director in the firm’s Center for Indi...

Fundamental&Quantitative Investing from 2022-12-14T16:24:18

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Frank Fu, Founder & CEO of CaaS Capital. He shares his outlook for...

Private Equity and Growth Equity Investing in B2B Software and Services Companies from 2022-12-13T12:37:09

In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Dan Raynor, Co-Founder and Managing Partner of Argentum Capital Partners, a New York-ba...

Fixed-Income Investing from 2022-12-05T16:38:13

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Kaczmarek, CEO, East End Wealth Management, an investment ma...

Did VC Activity Reach a Tipping Point in Q3? from 2022-11-23T14:23

Managing Director of Capital Markets Alan Wink discusses a few VC red flags—such as deal counts and exits. Combine those with geopolitical volatility and you have the makings of a VC market slow...

Private Equity Investing in Consumer and Health Care from 2022-11-22T11:52

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Samantha Ory, General Partner of Ouroboros Group, a Boston-based p...

Experiences of a Cannabis Dispensary Owner from 2022-11-21T12:56:59

In this episode of CannaCast, Eric Altstadter, Partner and leader of the firm's Cannabis and Hemp Group, speaks with Janice Grossman, President of Oregon’s Green Rush, a Family-Owned cannabis di...

How to Identify and Mitigate Fraud Risk in Manufacturing from 2022-11-17T14:06:34

In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Hubert Klein, Partner and Practice Leader of the ...

Asset Backed Specialty Finance Enhanced Through Blockchain Technology from 2022-11-15T11:47

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kevin Miao, Head of Credit at BlockTower Capital, an institutional...

Do We Have to Measure Everything for ESG from 2022-11-11T17:23:17

ESG criteria can be very daunting and it’s easy to get overwhelmed by it. In this episode, Danielle Barrs, Director, and Charles Waring, Partner, break down materiality and GAAP issues to explai...

Real Estate Trends and Strategies for Manufacturing Leaders from 2022-11-07T13:48:58

In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Andrew Zezas, Strategist and CEO of Real Estate S...

An Entrepreneur’s Life Experience Fuels Mission-Aligned Startup from 2022-11-04T15:03:29

Founder and CEO of HearMe Adam Lippin shares his unique life experience that influenced the launch of his mission-aligned startup. In this TechTalk episode, Adam has a conversation with EisnerAm...

High Income Marketable Alternatives from 2022-11-03T11:44

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Floyd Tyler, President & CIO of Preserver Partners, a Memphis-base...

Convexity Strategies from 2022-10-28T11:37

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nancy Davis, Chief Investment Officer of Quadratic Capital Managem...

Helping Entrepreneurs Develop Their Cannabis Operational Strategies from 2022-10-26T12:21:17

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Juliana Whitney, founder and CEO of Cann Strategy. Cann Strategy helps can...

Deep Tech Venture Capital Investing from 2022-10-20T14:34:34

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Wang, General Partner, Creative Ventures, a deep tech ventur...

Maximizing Your Accounting Firm for ESG from 2022-10-13T10:00

Accounting firms are already collecting and analyzing the company’s financials, so they are in the central seat to be able to help companies address their ESG reporting issues. Accountants will ...

Emerging Markets Infrastructure Debt from 2022-10-11T10:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Susan Wisialko, Founder and CIO of Global Infrastructure Finance, ...

Rules, Regulations and Quality Control in the Cannabis Industry from 2022-09-28T13:43:22

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Evan Kolakowski, Director of Regulatory and Quality Assurance at TerrAscen...

ESG Investing from 2022-09-20T10:00

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ima Edomwonyi, Executive & Senior ESG Analyst at Franklin Mutual A...

Outlook for Private Equity in Current Macroeconomic Environment from 2022-09-06T00:13

In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Pat Crocker, Managing Director, Investment Banking, Cowen. He shares his outlook for th...

Systematic Investing from 2022-09-01T00:11:40

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Clifton Hill, Senior Vice President and Global Macro Portfolio Man...

Venture Capital Investing in Women-Owned Entrepreneurs from 2022-08-31T10:52:13

Publications, EisnerAmper, speaks with Victoria Pettibone, Chief Investment Officer & Managing Partner, Astia Fund, a Silicon Valley-based early-stage venture capital fund that invests in women ...

Jenny’s Baked at Home Enters NY State Adult-Use Cannabis Market from 2022-08-30T11:55:33

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jenny Argie, owner of Jenny’s Baked at Home  Jenny has been creating CBD p...

Using AI to Recreate the Travel Experience—for Business and Pleasure from 2022-08-25T15:01:19

Chief Technology Officer of Onriva Dr. Mike Remedios has spent his career leading high tech in consumer internet companies. In this TechTalk episode, Mike has a conversation with EisnerAmper’s W...

Understanding the Benefits of ESG and Sustainability from 2022-08-25T14:07:29

Lourenco Miranda, Managing Director, and Danielle Barrs, Director, of EisnerAmper’s ESG and Sustainability Services are joined by Travis Epp, Audit Partner and Partner-in-Charge of EisnerAmper’s...

Private Credit from 2022-08-11T13:18:29

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Danielle Brown, CEO, Altriarch Capital Management, a Charleston, S...

ManuFacts&Perspectives Introduces the Early Adopter Series from 2022-08-02T17:32:59

This episode introduces the EisnerAmper Early Adopter series. Early Adopters will present timely management topics for business executives This series introduces senior management challenges in ...

The Changing Climate and the Risk and Opportunities for Your Business from 2022-08-02T15:15:45

Join Lisë Stewart and Crystal Egger, President & Meteorologist with Monarch Weather Consulting, as we discuss the impact of climate change, new weather prediction technology, and the potential r...

VC Market Contraction in Q2 2022 from 2022-08-02T13:59:21

Managing Director of Capital Markets Alan Wink talks about the factors (e.g., geopolitical events, economic uncertainty, inflation, rising interest rates, supply chain issues) that continue to a...

Future Planning: Tax Strategies for Family Offices from 2022-08-02T13:40:35

How can family offices prepare for the coming years from a tax perspective? In this podcast with EisnerAmper host Michael Morris, EisnerAmper Tax Director Daniel Krauss highlights key tax strate...

Insurance Strategies for the Cannabis and Hemp Industries from 2022-07-21T17:24:50

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Wayne Marguilies, Cannabis & Hemp Insurance Specialist at HUB Internationa...

Strategic Communications for the Cannabis Industry from 2022-06-28T16:47:49

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Stu Zakim, President at Bridge Strategic Communications. Bridge Strategic ...

Growth Equity Investing in Hospitality&Hospitality Tech from 2022-06-28T12:08:37

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Mark Leavitt, Managing Partner & Co-Founder of Enlightened H...

Investing With Purpose from 2022-06-16T15:10:44

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Timothy Dunn, Managing Partner and Chief Investment Officer ...

Economic Trends Manufacturers Need to Know from 2022-06-10T14:33:57

In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by George Markman, Senior Vice President at Wells Fa...

Investing With a Climate Lens from 2022-06-06T12:21:37

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Zach Stein, Co-Founder of Carbon Collective, a San Francisco...

Bachelors and Masters Degrees Now Offered in the Business of Cannabis from 2022-05-19T13:00:31

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Michael Zaytsev, Academic Director, Business of Cannabis at LIM College, t...

Travel Reimagined—for the Greater Good from 2022-05-18T14:13:05

Founder and CEO of Onriva Vajid Jafri has a history of building new companies that harness the power of new technologies for the greater good of the industry. In this TechTalk episode, Jafri tal...

The “Social” Component of ESG Investing from 2022-04-12T11:49:28

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Eleni D. Janis​, Managing Partner and Chief Investment Offic...

Maximizing the “Value” of a College Education from 2022-04-06T17:44:11

Matt Kerzner interviews Rob Katz on the importance of understanding the true cost of a college education. What options should parents and children consider when evaluating college choices? How d...

Systematic Global Macro Investing from 2022-04-01T17:53:17

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Neil Ramsey, Founder, CEO & CIO of Ramsey Quantitative Syste...

80/20 Rule for Investing from 2022-03-31T13:52:10

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Leon Brujis, Partner, Palladium Equity Partners, a minority-...

The State of Massachusetts Cannabis - 6 years later from 2022-03-30T16:36

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Max Borg, Partner in the Boston based Law Firm Burns & Levinson, about the...

Human Resource Trends for Manufacturing and Distribution Companies from 2022-03-09T14:09:01

In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Matthew Kerzner, Ph.D., Managing Director in the Center for Ind...

Water investing from 2022-03-07T12:30:42

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Matt Diserio, President of Water Asset Management, a New Yor...

Health Care Advances for Veterans from 2022-03-07T11:38:41

----more----Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Charles Cathlin...

Cannabis and Banking: What to Expect from 2022-03-02T17:56:25

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Todd Sherer, First Vice President, Business Development...

Insurance, Cybersecurity and Your Business from 2022-03-01T16:57:23

Tim Schuster is joined by Steve Edelstein from USI Insurance Services to discuss Cyber Security insurance and why it’s important for your business to be proactive in setting up cyber security me...

Bootstrapping: Capital from Customers from 2022-02-24T18:29:37

In this TechTalk episode, CEO of MulticoreWare and President of TiE-Silicon Valley AGK Karunakaran debunks the myth that entrepr...

Digital Services Innovation for the Department of Veterans Affairs from 2022-02-21T16:59:04

In this episode of Government Health Insights, Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Service...

ESG Real Estate Loans from 2022-02-16T15:25:20

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Chris Callahan, President & CEO of X-Caliber Capital, an imp...

A Record Year for Venture Capital from 2022-02-15T21:37:55

Managing Director of EisnerAmper’s Capital Markets Alan Wink talks about a record year for venture capital activity, puts a bow on Q4, and gives us his thoughts on what we can expect from VC inv...

Compensation Considerations for Manufacturing and Distribution Companies from 2022-02-08T14:06:24

In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Mary Rizzuti, Managing Director of Compensation Resources and D...

Bridging the Gap Between the Private Sector&Department of Veterans Affairs from 2022-02-07T21:21:21

In this episode of Government Health Insights, which discusses the benefits of the private sector collaborating with the Department of Veterans Affairs and government agencies, Dr. David Shulkin...

Dealmaking in the Manufacturing&Distribution Industry from 2022-02-07T18:18:28

In this inaugural episode of the Private Equity Dealbook, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Russell Greenberg, Founder & Managing Partner of Altus...

How Much Do You Get to Keep? from 2022-01-31T23:13:43

In this episode of The Bottom Line, Tim Schuster is joined by Jordan Amin, Partner-in-Charge of Private Business Services, to discuss taxes on a business sale. There are two certainties in life:...

Private Sector Innovation from 2022-01-26T14:29:27

In this inaugural episode of Government Health Insights, we discuss how the private sector can collaborate with the Department of Veterans Affairs and government agencies. Dr...

Employee Benefit Plans for the Cannabis Industry from 2022-01-25T17:51:27

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jewell Lim Esposito, a Partner at the Law Firm of ­­­­­­­­­­­­­­­­­FisherB...

Crypto Hedge Fund Investing from 2022-01-20T21:50:31

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Sadie Raney, Co-Founder and CEO at crypto hedge fund Strix L...

Congratulations! You Sold Your Business from 2022-01-17T22:45:38

In this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink on discussing to discuss what a business owner should do after they sell their business.

Simple Assessments from 2022-01-05T16:32:07

In this podcast Natalie McVeigh, Managing Director in the Center for Individual and Organizational Performance, discusses Simple Assessments; DISC or MBTI, for example. We call these four-box mo...

Investment Banker’s Perspective on the M&D Environment from 2022-01-05T15:15:33

In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Milton Kahn, Chief Operating Officer of The DAK Group, Investme...

Due Diligence from 2022-01-03T20:34:12

Tim Schuster is joined by Lisë Stewart and Alan Wink discussing the all-important aspect of selling a business: due diligence. Our experts weigh in on this process, which can be long and tedious...

The Cannabis License Application Process in New York from 2022-01-03T14:19:12

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Elizabeth Kase, the Co-Chair of the Cannabis Law Group at the Law Firm of ...

Preparing to Sell Your Business from 2021-12-21T16:23:18

Great! You decided to sell your business. Now what? On this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink to discuss how to get ready to sell your company.

GRC Tech and How it Assists in Risk Oversight from 2021-12-09T19:19:40

In this podcast, Nina Kelleher and Jason Vik, directors in EisnerAmper Digital, to discuss what GRC tech is, some of the technologies that it includes, and how GRC tech can co...

Should We Sell? from 2021-12-06T18:11:46

Tim Schuster is joined by Lise Stewart and Alan Wink discussing the current red-hot buyers’ market. A question most business owners might be thinking is, should we sell? Lise and Alan talk about...

A Data-Centric Perspective: Reframing the Global Health Care Conversation from 2021-12-03T14:43:45

Data is reframing the global conversation regarding advancements in health care. In this episode of TechTalk, health care innovator and advanced technology expert Radhika Iyengar joins EisnerAmp...

Emotional Intelligence Profile (EQP) Assessment from 2021-12-03T13:27:22

EQ is about 80% of our success in business. What is it? Why is it important? How do you measure it? Natalie McVeigh and Matthew Kerzner, Managing Directors in the Center for Individual & Organiz...

The Current State of Cannabis Banking from 2021-11-30T18:02:33

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Nathaniel Gurien, the CEO of FinCann, the Cannabis Banking Authority, Home...

ESG from a Risk Management and Investment Perspective from 2021-11-18T15:02:46

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Patrick Ghali, Managing Partner of Sussex Partners, who shar...

Sibling Development from 2021-11-17T16:14:46

If you and your sibling group are going to inherit assets (business, family office, vacation home) you will need to create a different set of skills and behavioral patterns that do not occur by ...

Occupational Fraud - Theft in the Workplace from 2021-11-16T13:26:39

In this episode of Fraud Forum, Hubert Klein, Partner and Practice Leader for the Financial Advisory Services Group, and Jim Agar, a Managing Director in the Financial Advisory Services Group, d...

How Small-to-Medium-Sized Companies Can Strengthen their Anti-Fraud Compliance Programs from 2021-11-12T15:23:06

In this episode of Fraud Forum, Mark Brown and Jim Agar, two Managing Directors with Eisner Advisory Group, discuss anti-fraud controls and how senior management attestations can help small-to-m...

Tax Issues Affecting Cannabis Companies from 2021-11-01T14:17:41

In this episode of CannaCast, Eric Altstadter, Partner and leader of our Cannabis and Hemp Group, speaks with fellow Partner Tom Cardinale, about the tax issues cannabis companies face.

Team Dynamics and Assessments from 2021-10-26T20:43:23

We hire for talent and we fire for temperament. And we, also, usually hire in a vacuum. We could have incredibly talented people who are not clear how and when they might impact the team positiv...

Part II: Delivering More Affordable Housing in California from 2021-10-20T13:14:20

In Part II of this two-part series, Youmna Assad interviews Jim Farris, the CEO of Mosser Capital, and Neveo Mosser, the CEO of Mosser Companies and Co-Founder and Chairman of the company’s priv...

Part I: The Journey to Become a Workforce Housing Leader from 2021-10-19T18:06:33

In Part I of this two-part series, Youmna Assad interviews Neveo Mosser, the CEO of Mosser Companies and Co-Founder and Chairman of the company’s private equity business, Listen

Distressed Credit and Special Situations Opportunities from 2021-05-19T17:45:11

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Cindy Chen Delano, Partner at Invictus Global Management, ...

Boots on the Ground – E/M 2021 Implementation from 2021-05-18T12:43:17

A few months into implementation, Nancy Clark, Senior Manager for the Health Care Consulting Group, checks on how it’s going. Here’s what she’s seeing in physician practices, what went right, an...

Legal Issues Facing the Cannabis Industry from 2021-05-12T11:14:50

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with David Feldman, partner at the law firm Hiller, PC, and author of the colum...

The Wave of SPAC Warrants in 2021 from 2021-05-11T15:48:58

Are you interested in SPACs and would like to know about the 101s relating to SPAC warrants? In our first episode of EisnerAmper’s SPAC Podcast series, Nina Kelleher, a Director in EisnerAmper D...

Deeper Dive on 2021 E/M Changes from 2021-05-04T13:17:29

Nancy Clark, Senior Manager for the Health Care Consulting Group, continues our E/M Coding conversation. Hear more details on what has changed, what was eliminated, and what the most important t...

What the Coinbase IPO Means for Cryptocurrencies from 2021-04-29T13:05:53

Alan Wink, Managing Director of EisnerAmper’s Capital Markets, discusses the groundbreaking Coinbase public offering. He covers valuation, volatility and institutional investors. Alan also gives...

Best Practices for Working from Home from 2021-04-29T12:52:49

Join us as Alexa Scudillo interviews Natalie McVeigh about operating efficiently in the new now. Listen in and learn as Natalie provides us with current best practices for working from home and ...

2021 E/M Coding Changes Overview from 2021-04-20T16:39

The 2021 Evaluation and Management guideline and code changes, effective January 1, 2021, were the first major shake-up to coding in many years. Nancy Clark, Senior Manager for the Health Care C...

Entrepreneurs: Conversations Count from 2021-04-08T13:43:47

Conversations are at the root of entrepreneurship. In this TechTalk podcast episode, EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhandé sits down with our CEO ...

Multi-Strategy Hedge Fund and Opportunistic Credit Investing from 2021-04-07T16:48:57

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Tracy McHale Stuart, Managing Partner and Chief Executive ...

Insurance and the Cannabis Industry from 2021-04-06T12:10:57

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with James Jackson III, Global Head of Cannabis at Mark Edward Partners, to dis...

Advocacy Process: Personal Planning and Strategic Roadmap from 2021-03-31T14:15:07

Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning.  The planning for the business and for ...

Is Your Business Taking Full Advantage of the Employee Retention Credit? from 2021-03-29T14:43:25

The Employee Retention Credit (“ERC”) has taken on greater prominence since the signing of the 2021 American Rescue Plan Act. Ben Aspir, a senior manager in EisnerAmper’s National Tax Practice, ...

Risk Mitigation for Law Firm Escrow and Trust Accounts from 2021-03-23T10:54:44

In this podcast Nina Kelleher, director in Process, Risk, and Technology Solutions, and Carolyn Dolci, partner and co-leader of the firm’s Law Firm Services Group, explore the risks law firms fa...

Investing in the Cannabis Industry from 2021-03-03T17:50:18

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Justin Ort, Chief Executive Officer of Measure 8 Venture Partners, about t...

Investing in Diverse and Emerging Managers from 2021-03-03T15:57:58

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kelly Chesney, Co-Founder of Pluscios Management, a Women ...

Economic Update: A California Perspective from 2021-02-22T14:19:46

This timely interview between host Michael Morris, Director of EisnerAmper, and guest Patrick Kallerman, Research Director of the Bay Area Council Economic Institute, provides an economic update...

Protecting Your Most Valuable Asset in Turbulent Times from 2021-02-16T14:27:05

Dr. Matt Kerzner, Director with the Center for Individual and Organizational Performance, draws upon his 30+ years in the fields of strategy and HR to share best practices in these quickly chang...

Private Equity Investing in Media and Entertainment from 2021-02-09T16:20:12

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Vania Schlogel, Managing Partner and Founder of Atwater Ca...

Expanding the Due Diligence Conversation When Investing in Manufacturing from 2021-02-08T10:57:46

Lisë Stewart interviews Barry Ramsay, an expert in manufacturing who helps investors to determine whether they will realize a desired ROI from a potential investment.  Listen and learn what Barr...

Q4 VC Investment Caps-Off Some Surprises from 2021-02-04T16:03:13

In this episode, Alan Wink, Managing Director for EisnerAmper’s Capital Markets, looks at the pleasantly surprising VC numbers for 2020, how mega deals fared and what he has on his radar for IPO...

Banking in the Cannabis Industry from 2021-02-02T12:03:51

In this inaugural episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Peter Su, Managing Partner at BNB Bank, about banking in the Can...

Enhancing Risk Management with Process Automation from 2020-12-17T13:00:48

In this final podcast of Process Risk and Technology Solutions' series on Risk Management, Nina Kelleher and Greg Fritsky explore ways that robotics process automation (RPA) can be deployed to f...

Incorporating Cybersecurity Into Effective Risk Management from 2020-12-15T15:44:54

In the second part of Process Risk and Technology Solutions' series on Risk Management, Nina Kelleher and Jason Connotillo highlight how cybersecurity enhances effective risk management.

'Tis the Season for Giving from 2020-12-14T15:54:40

Families and individuals of high net worth have a long history of philanthropy, in fact they contribute overall the most of any demographic. One recent survey says there are 4 reasons wealthy in...

Alternative Investments Spotlight: Latino Money Manager Empowers Young Hispanics to Foray Into Money Management from 2020-12-14T14:37:29

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Lorenzo Esparza, Founding Principal of Manhattan West Asset ...

Bankruptcy and Restructuring for Real Estate Asset Classes: COVID-19 Impacts from 2020-12-07T11:05:21

Darren Griffith, a Director in the Real Estate Services Group and Tony Calasciabetta, a Partner in EisnerAmper’s Bankruptcy & Restructuring Group discuss an important facet of the potential impa...

The Importance of Risk Management from 2020-12-03T16:47:51

In this podcast, the first in a series of three, Nina Kelleher and Ray Soriano, directors in our Process, Risk and Technology Solutions group, discuss the rising frequency of regulatory fines an...

The Importance of Using a Strategic Roadmap from 2020-12-01T17:28:30

Strategy is the foundation of a business, and getting this strategy on paper, so you can share it with others is the key to strategic success. In this helpful podcast, Lise Stewart & Matt Kerzne...

Why Cloud Accounting Makes Sense for Your Company - Part 2 from 2020-11-30T17:31:10

In this episode of The Bottom Line, Tim Schuster, Senior Manager in the Private Business Services Group, has a conversation with John Delalio, Managing Director of EisnerAmper’s Outsourced Accou...

The Value of Assessments for Your Organization from 2020-11-30T14:24:37

We all have difference experiences, beliefs and behaviors which, when we come together, can bring a diversity of resources, but can also be challenging. Assessments can help us to understand our...

The Value of Assessments to Create Positive Change from 2020-11-30T14:22:56

Behaviors are what we do, and our attitude is how we think about things. Assessments can help us to understand both ourselves and our behavior. This knowledge can help us to create the kinds of ...

Sustainability and Durability for the Future: How to Support Growth, Encourage Succession, and Build Upon Your Entrepreneurial Success from 2020-11-02T15:06:42

Many businesses struggle to gain clarity as they prepare to grow and transition from a traditional entrepreneurial company to one that is better positioned for a successful future.  In this brie...

Boards and Private Equity: Best Practices for Success from 2020-10-30T11:58:13

If you’ve ever asked what role a board of directors can play in a real estate private equity fund, join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a bo...

Why Cloud Accounting Makes Sense for Your Company from 2020-10-29T12:23:36

In this episode of The Bottom Line, Tim Schuster, Senior Manager in the Private Business Services Group, has a conversation with John Delalio, Managing Director of EisnerAmper’s Outsourced Accou...

Pandemic Impact on the Workplace of the Future from 2020-10-28T11:22:34

Darren Griffith, a Director at EisnerAmper and Jennifer Samel, Tri-State Regional Workplace Manager for Newmark Knight Frank, discuss the evolving impact of the pandemic on the workplace, as wel...

Raising Capital When Everyone Is Scared: A Conversation with Garry Jensen from 2020-10-27T14:18:09

As we continue to explore the capital raising environment for funds in a virtual context against a backdrop of economic uncertainty, we turn to Garry Jensen, Managing Partner of Jensen Capital P...

Q3 Venture Capital Marks the Home Stretch for 2020 from 2020-10-23T15:11:10

EisnerAmper Managing Director of Capital Markets Alan Wink looks at the VC landscape going into the home stretch of 2020 and the rise of special purpose acquisition companies (SPACs). Alan is jo...

Adapting Internal Audit: An Outlook, Post COVID-19 from 2020-10-15T13:59:19

Nina Kelleher, a director in Process, Risk, and Technology Solutions, speaks with Alan Frank, a partner in Process, Risk and Technology Solutions. Alan gives some insight on how internal audit p...

Mitigar el Riesgo de Fraude en el Sector Inmobiliario Durante la Pandemia from 2020-10-12T12:42:58

Una pandemia ofrece una gran oportunidad de fraude en los negocios. Debido a los cambios en las operaciones, las prioridades y la seguridad, estamos viendo una mayor actividad de fraude. Carol S...

Mitigating Fraud Risk in Real Estate During the Pandemic from 2020-10-12T12:42:02

A pandemic offers a huge opportunity for fraud in business. Due to changes in operations, priorities, and security, we’re seeing heightened fraud activity. Carol Surowiec and Nelson Luis discuss...

Capital Raising During COVID-19 from 2020-10-08T15:49:31

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper speaks with Greg Royce, Founder and Chief Investment Officer of Maximus L...

The Power&Responsibility of a Leader: Practical Steps to Own Your Impact from 2020-10-06T11:36:29

Nkrumah Pierre, Director for EisnerAmper’s Friends of the Firm Program and leadership coach and strategist Raabia Shafi, discuss the opportunity to level up your personal leadership with practic...

The Power&Responsibility of a Leader: The Theory of Leadership from 2020-10-06T11:33:16

Nkrumah Pierre, Director for EisnerAmper’s Friends of the Firm Program and leadership coach and strategist Raabia Shafi, discuss how leaders set the tone for the culture of an organization and h...

Not-for-Profit Real Estate Redevelopment Opportunities from 2020-09-30T23:45:32

In this episode, Candice Meth, National Leader for EisnerAmper's Not-for-Profit Services Practice and Ron Dukes, Manager in EisnerAmper’s Private Business Services Group, interview Patrick O’Sul...

Planning for Real Estate Families from 2020-09-30T18:04:47

Planning is the key to success, particularly for our Real Estate Families.  Join Lisa Knee and Lisë Stewart as they provide a brief overview of the importance of planning ahead and the ways in w...

CFIUS: Regulations Impacting Foreign Investment in U.S. Real Estate from 2020-09-30T12:43:32

Lisa Knee, Real Estate Partner, and Michael Rose, National Practice Leader of CFIUS Advisory Services discuss the final regulations issued by the Treasury Department implementing most of the 201...

Raising Capital When Everyone Is Scared: Do Investors Really Buy Low? from 2020-09-24T18:09:34

As asset managers face the challenges of raising capital in today’s environment, we look to Julia Mord, an investment officer at a major university endowment, for her perspective on asset alloca...

COVID-19 and the Flight to the 'Burbs - Part 2 from 2020-09-22T11:24:57

Darren Griffith, a director in EisnerAmper’s Real Estate Group, and Tim Schuster, a senior manager in the Private Business Services Group, discuss updated trends in the commercial and residentia...

The Pandemic’s Impact on Multifamily Investing from 2020-09-10T10:11:46

In this installment of Breaking Ground, Darren Griffith, a Director in EisnerAmper’s Real Estate Services Group, interviews Michael Cohan, Managing Partner of Opus North, a multifamily real esta...

Innovation In Private Equity Using Structured Financial Products from 2020-08-20T14:03:57

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper speaks with Christopher Mizer, CEO and President of Vivaris Capital, a pr...

State and Local Tax Issues Surrounding COVID-19 from 2020-08-19T10:31:24

In this episode of “The Bottom Line,” Tim Schuster of EisnerAmper’s Private Business Services Group discusses some of the state and local tax (SALT) issues related to COVID-19, including nexus a...

Venture Capital Continues Growth Trajectory from 2020-08-19T10:19:36

Despite the global pandemic, venture capital activity remained strong in Q2 2020. EisnerAmper Managing Director of Capital Markets Alan Wink tells us which sectors are driving growth, what’s hap...

Emerging Stronger from the Pandemic from 2020-08-13T10:33:30

In the final episode of the Remote Workforce Challenges podcast series, Nina Kelleher, a director in Process, Risk, and Technology Solutions, speaks with Jerry Ravi, the firm wide service area l...

Fraud Considerations During the Pandemic from 2020-08-04T16:53:52

The Pandemic’s impact to working conditions has potential altered a company’s internal control structure and its effectiveness in deterring and detecting fraud. In this episode of the series, Da...

Financial Considerations During the Pandemic from 2020-07-30T15:47:51

In the second episode of the Remote Workforce Challenges podcast series, Brian Ferrara and Nina Kelleher, senior managers specializing in Process, Risk and Technology Solutions, discuss the diff...

Enterprise Considerations During the Pandemic from 2020-07-23T13:03:01

In this inaugural episode of the Remote Workforce Challenges podcast series, Brian Ferrara and Nina Kelleher, senior managers specializing in Process, Risk and Technology Solutions, discuss the ...

Private Equity Valuation Considerations in the COVID-19 Environment from 2020-07-21T10:38:51

We’re excited to launch our Financial Services Podcast, Engaging Alternatives Spotlight. Tune in for the latest global trends and most up-to-date information on hot topics in the financial servi...

Employee Benefit Plan Issues in the Age of COVID-19 from 2020-07-20T13:19:58

We conclude this four-part series on employee benefit plan issues with Denise Finney who discusses the need for the timely remittance of participant contributions, possible delays, plan safe har...

Succession Planning Process: Leadership&Development from 2020-07-08T14:46:53

COVID-19 and the Flight to the 'Burbs - Part 1 from 2020-07-08T10:16:50

In this podcast Darren Griffith, a director in EisnerAmper’s Real Estate Private Equity Group, and Tim Schuster, a senior manager in the Private Business Services Group, discuss trends in the re...

My Trusted Business Advisor Is Retiring. What Should I Do? from 2020-07-06T17:42:52

In this episode of The Bottom Line, EisnerAmper senior manager Tim Schuster gives some helpful hints for when you find out your trusted business advisor—accountant, attorney, banker, insurance a...

Employee Benefit Plan Distributions Under the CARES Act from 2020-06-10T17:29:17

In this episode, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses plan distributions under the CARES Act. She also talks about the option of taking loans against a pla...

Telehealth Is Here to Stay from 2020-06-10T10:23:59

Bert Orlov, a Director in EisnerAmper’s Health Care Services Group, talks about the vital role of telehealth in the current health care environment. He discusses issues like insurance coding, re...

Key Steps to Restarting Physician Practices from 2020-06-09T14:59:15

In this podcast, Bert Orlov, a Director in EisnerAmper’s Health Care Services Group, discusses the key steps in restarting physician practices post-pandemic. Bert covers how to make patients mor...

Human Resource Consulting – Four Items to Consider from 2020-06-09T12:29:20

In this podcast, Matt Kerzner and Tim Schuster discuss the newly formed EisnerAmper Center for Individual and Organizational Performance. We cover the four areas of focus when consulting on huma...

A Manufacturer’s Perspective on the Pandemic from 2020-06-04T12:12:41

A conversation with Thomaz Gruber, Senior Vice President of Operations and Supply Chain for Sabert Corporation. Sabert is both a global manufacturer of food packaging products and an EisnerAmper...

Pension Plan Terminations from 2020-06-02T16:28:38

In episode two of our conversation with Denise Finney, a partner in EisnerAmper’s Pension Services Group, she tells us about the pension plan termination process, possible unintended consequence...

How COVID-19 Might Impact Brexit from 2020-05-29T14:50:53

In this podcast, we’re talking with Robert Mirsky—Head of EisnerAmper's London office and Head of the firm's Asset Management Group—about what, if anything, has changed with Brexit as a result o...

Emotional Intelligence – What is it? Why is it important now? from 2020-05-29T14:34:38

Emotional Intelligence is a term that is bandied around a lot these days. So what is it really?  How do we know if we have it and why is it important? What is ‘Toxic Positivity”?

Lisë St...

EQ and Resilience - Building Our Emotional Muscle to Thrive in a New World from 2020-05-29T14:32:03

People are talking about stress. They are talking about coping. They are talking about managing in a very new and sometimes scary world. How can we learn ways to build our own emotional intellig...

Open for Business? The Retail Sector in the New Normal from 2020-05-27T13:17:52

Garrick Brown, Vice President of Retail Research at Cushman & Wakefield, spoke with Mike Morris, Director at EisnerAmper, about the challenges and opportunities that will play out as the economy...

Qualified Improvement Property Under the CARES Act from 2020-05-27T12:20:47

EisnerAmper Real Estate Tax Partner Michael Torhan discusses Qualified Improvement Property (QIP), and how the CARES Act has impacted the depreciation recovery for certain qualifying improvement...

How to Implement a Reduction in Workforce from 2020-05-19T12:07:55

Tough times call for wise decisions. Our current economic situation is creating havoc for businesses of all sizes. Owners are bereft as they consider losing loyal employees. Those employees are ...

The Root of the term Network is Work: Best Practices for LinkedIn Users from 2020-05-19T12:04:36

“Master Connector” Nkrumah Pierre and personal branding expert Alyssa Gelbard share their tips for making new connections on LinkedIn, their pet peeves of those who do not follow LinkedIn etique...

Employee Benefit Plan Issues During COVID-19 (Part 1) from 2020-05-15T14:58:15

In the first of this four-part series on employee benefit plan issues in the age of the coronavirus, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses the impact on emp...

Business Planning During COVID-19 from 2020-05-15T14:46:52

This episode of “The Bottom Line” covers how business owners can work with their trusted advisors to properly leverage the COVID-19 government stimulus programs, navigate the tax issues within t...

Assessments and Their Use in Leadership Development from 2020-05-13T10:11:35

Russ Haworth, ACFBA and a consultant with The Family Business Consultancy, interviews Natalie McVeigh, a director in EisnerAmper’s Center for Family Business Excellence.

In this episode,...

A Deep Dive of LinkedIn: Creating a Framework for a Positive Digital Impression from 2020-05-05T17:11:56

“Master Connector” Nkrumah Pierre and personal branding expert Alyssa Gelbard provide a deep dive into designing an impactful LinkedIn profile and making a positive digital first impression. Aly...

A VC Quarter Like No Other from 2020-04-27T11:31:36

Q1 of 2020 began as a continuation of a strong 2019. But it became a whole new ballgame toward the end of the quarter when COVID-19 entered our lexicon. Alan Wink, Managing Director for EisnerAm...

The Art of the Start – Steps to Take to Ensure ‘Start-Up’ Success from 2020-04-14T11:15:13

Many natural entrepreneurs have visions of starting a successful business.  Unfortunately, less than 14% of new businesses actually survive.  In this informative podcast, we discuss some of the ...

The Neuroscience of the Job Interview from 2020-04-13T16:36:09

In this Friends of the Firm podcast, we discuss with Director in EisnerAmper’s Center for Family Business Excellence, Natalie McVeigh, how understanding neuroscience and human behavior can lead ...

Liquidity in the Age of COVID-19 from 2020-03-31T12:31:55

In this special episode of a “Wink & a Glance at Venture Capital,” Alan Wink, Managing Director for EisnerAmper’s Capital Markets, discusses COVID-19 and companies’ race to accumulate cash. Amon...

Keeping Mentally Fit During COVID-19 from 2020-03-27T16:09:30

Natalie McVeigh, a director in EisnerAmper’s Center for Family Business Excellence, talks about the mental impact of COVID-19, including the neuroscience impact of a crisis, how people can enhan...

What Fund Managers Need to Know About a Real Estate PE Fund Structure from 2020-03-27T15:35:52

In this episode of Breaking Ground, EisnerAmper real estate veteran Dan Kaplan talks about the many facets of utilizing a real estate private equity fund structure, including regulator impact, r...

SBA Disaster Assistance Resulting from COVID-19 from 2020-03-27T15:26:33

In this episode of “The Bottom Line,” Tim Schuster, an advisor in EisnerAmper’s Private Business Services Group, discusses low-interest SBA loans for businesses impacted by the coronavirus. Tim ...

Families First Coronavirus Response Act from 2020-03-24T12:41:49

As the government works on economic stimulus measures in light of the coronavirus outbreak, EisnerAmper business consultant Tim Schuster gives a high-level overview of the “Families First Corona...

Family Businesses in the Age of Coronavirus from 2020-03-24T12:19:07

Lisë Stewart, the leader of EisnerAmper’s Center for Family Business Excellence, discusses the impact of COVID-19 on the family business landscape, the concerns she’s hearing from clients, and t...

Economic Drivers in Real Estate: Deploying Capital in a Mature-Cycle Environment from 2020-03-23T16:44:55

Cushman & Wakefield Head of Americas Capital Markets Research David Bitner spoke with EisnerAmper West Coast Real Estate Private Equity Leader Todd Hankin about deploying capital in a mature-cyc...

2020 Bay Area Economic Projections: Real Estate Impacts from 2020-03-23T16:15:26

How should businesses in the Bay Area plan for the year ahead? EisnerAmper Director Michael Morris asks Patrick Kallerman, Research Director of the Bay Area Council Economic Institute, to weigh-...

A Real Estate Veteran Highlights Industry Trends from 2020-03-17T13:22:27

Joe Rubin, a senior advisor in EisnerAmper’s Real Estate Group with 30 years’ experience, examines the impact on the real estate sector of key economic indicators, liquidity, demographic trends,...

Succession Planning Process: Execution&Accountability from 2020-03-05T13:53:52

Matt Kerzner and Tim Schuster discuss the fourth step in the process for succession planning, Execution & Accountability.

Qualified Opportunity Funds: Final(?) QOZ Guidance from 2020-03-02T13:40:27

In this inaugural podcast of Breaking Ground, real estate insights, Ken Weissenberg, Tax Partner and Co-Leader of EisnerAmper’s National Real Estate Group, shares insights from the latest round ...

What Is An Outsourced CFO? from 2020-02-12T15:32:54

Dave Plaskow and Tim Schuster are joined by Lindsey Gross from EisnerAmper’s Outsourced Finance and Accounting services group to discuss what an outsourced CFO is, when would you want to outsour...

VC Market Closes Out a Successful Decade from 2020-02-11T12:34:37

EisnerAmper’s Managing Director of Capital Markets Alan Wink looks at the dynamics of venture capital for the decade of the 2010s, lessons potential IPO candidates could learn, and how he sees t...

Lessons Learned in a Multi-Family Office from 2020-01-30T15:39:21

Jonathan Bergman from TAG Associates discusses Lessons Learned in a Multi-Family Office with Tim Schuster and Matt Kerzner.

Family Office Investments from 2020-01-30T15:31:28

Jonathan Bergman from TAG Associates discusses Family Office Investments with Tim Schuster and Matt Kerzner.

Interview with NYCON Chief Operating Officer Kelly Mathews from 2020-01-23T13:54:18

Candice Meth, National Leader for EisnerAmper’s Not-for-Profit Services Practice, sits down with Kelly Mathews, the COO for the New York Council of Nonprofits, for an in-depth discussion around ...

5 Networking Tips Anyone Can Use from 2020-01-14T14:58:08

Engaging in small talk at a networking event can be enough to intimidate anyone. Isabella Brilliant, EisnerAmper HR specialist and Friends of the Firm administrator gives us her five proven tips...

The 5 W’s of 1099s from 2020-01-10T14:01:36

In this episode, Tim Shuster, Jessie Cardona and Greg Bilecki, from EisnerAmper’s Private Business Services Group, discuss the who, what, when, where and whys of 1099 forms.

FMLA and Absence Management from 2020-01-07T13:50:45

In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the Family and Medical Leave act.

What Are The New Overtime Rules? from 2019-12-18T13:51:01

In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the new overtime rules.

Succession Planning Process: Growth and Values from 2019-12-16T13:18:41

Matt Kerzner and Tim Schuster discuss the third step in the process for succession planning, Growth and Values.

You’re Welcome to Send a Thank-You Note from 2019-12-12T13:23:14

In this Friends of the Firm podcast, we examine one of those little things that can make a big difference: the thank-you note. FOF Director and master connector Nkrumah Pierre shares his tied-an...

December 2019: Brexit Update from 2019-12-11T11:32:41

As we close out 2019, Robert Mirsky, head of EisnerAmper's London office and leader of the firm's Asset Management Group, takes a look at where we are in the Brexit process, the December U.K. ge...

Year-End Planning from 2019-12-09T14:27:11

In this installment of “The Bottom Line,” EisnerAmper business consultant Tim Schuster offers company owners a few proactive things to think about as we approach the end of 2019. He covers taxes...

Lessons Learned from the 2019 Tax Season from 2019-11-22T17:36:35

The 2017 Tax Cuts and Jobs Act changed the ground rules for both taxpayers and tax practitioners alike. In this podcast, Co-Leader of EisnerAmper’s Personal Wealth Advisors practice, Timothy Spe...

The Scourge of Occupational Fraud from 2019-11-19T15:23:19

Also known as workplace fraud, it includes assert misappropriation, corruption and financial statement fraud. While challenging to counter, this blog gives several effective tips to mitigate.

VC Activity Leveling Off; VC-Backed IPOs Surging from 2019-11-04T18:38:36

In this episode of “A Wink and a Glance at Venture Capital,” EisnerAmper Managing Director of Capital Markets Alan Wink recaps Q3 of 2019. Alan mentions a key record that was broken this year, m...

Succession Planning Process: Governance from 2019-11-04T16:45:52

Matt Kerzner and Tim Schuster discuss the second step in the process for succession planning, Governance.

Mitigating Fraud at Not-for-Profit Organizations from 2019-11-01T12:57

David Sumner, a director in EisnerAmper’s Financial Advisory Services Group talks about detecting and responding to fraud at not-for-profits. Useful advice for any type of organization, David di...

The Importance of Verifying Employment Status from 2019-10-31T19:18:15

Meredith Brown and Kristen Whelan from ADP join Tim Schuster as they discuss the importance of hiring employees who can legally work in the United States.

A Cautionary Tale on Fraud from 2019-10-30T17:21:36

In this episode Dan Gibson, partner in EisnerAmper's Private Business Services Group, and Tim Schuster, Senior Manager, discuss real life examples of instances of fraud and the three factors tha...

State Tax Incentives – Do I Qualify? from 2019-10-24T14:30:22

In this episode of The Bottom Line, Tim Schuster and Steve Abbott, president of Abbott Consulting Group, discuss some of the ways your business can take advantage of state tax incentive programs...

Succession Planning Process: Transition&Exit Strategy from 2019-10-16T12:21:38

Matt Kerzner and Tim Schuster discuss the first step in the process for succession planning, the Transition/Exit Strategy.

Succession Planning Process: Roadmap to Successful Succession from 2019-10-16T12:12:38

Matt Kerzner and Tim Schuster discuss the six steps the Center for Family Business Excellence takes a client through regarding succession planning.

Did You Get an IRS Crypto Warning Letter? from 2019-09-19T16:58:59

The IRS sent a recent round of letters to cryptocurrency investors regarding their reporting obligations. Tim Speiss, Co-Leader of EisnerAmper’s Personal Wealth Group, discusses why someone woul...

Different Types of Charitable Efforts from 2019-09-18T11:39:53

Nancy Vailakis from IQ-EQ joins Matt Kerzner and Tim Schuster to discuss various types of charitable efforts.

You Mean Employers and Employees Are Not on the Same Page? from 2019-09-16T13:37:59

Meredith Brown from ADP joins Tim Schuster to employee versus employer perspectives on the evolution of compensation, financial wellness and employee incentives.

VC Momentum Continues for Q2 2019 from 2019-08-22T10:17:08

With his pulse constantly on the VC market, EisnerAmper director Alan Wink examines Q2 2019. He tells us if we are on pace to match 2018’s record year, what’s on tap for the next quarter, and if...

Employee Benefits That Are on the Fringe from 2019-08-22T10:09:43

You’ve heard of employee benefits like 401(k)s, life insurance, and paid vacation time. But with changing demographics and technologies, companies are looking at alternative types of benefits to...

Human Resource Management Diagnostic Model: Maintaining Human Resources from 2019-07-31T09:59:12

In this episode, Matt Kerzner and Tim Schuster have a high level discussion regarding the importance of maintaining and protecting Human Resources using the human resource diagnostic model. By d...

6 Types of Executive Compensation to Consider from 2019-07-29T15:47:02

EisnerAmper Private Business Services advisor Tim Schuster looks at executive compensation, an increasingly broad issue that impacts both companies and prospective executives. Going beyond merel...

A Sage Look at Employee Benefit Plans from 2019-07-26T13:30:37

In this podcast, Partner-in-Charge of EisnerAmper’s Pension Services Group Diane Wasser talks about today’s many complex challenges facing employee benefit plan administrators. Diane also shares...

Why You Need to Think About Selling the Day You Buy from 2019-07-08T14:36:36

Matt Kerzner and Tim Schuster are joined by Alan Scharfstein, from the DAK group, to discuss the mergers and acquisitions market and company exit strategies. If you are not prepared for your exi...

A Friend in Need – The EisnerAmper Friends of the Firm Program from 2019-06-21T12:53:24

In this inaugural podcast, EisnerAmper Director Nkrumah Pierre talks about an innovative program to match business and finance executives with career opportunities. He covers the origins, scope ...

The Business of Golf Is No Longer Par for the Course from 2019-06-20T12:19:45

The game of golf is alive and kicking, according to Jeff Boyle, EisnerAmper senior business advisor. In this episode of “The Boyleing Point,” Jeff looks at the business side of golf: courses, eq...

Human Resource Management Diagnostic Model: Developing Human Resources from 2019-06-06T15:59:32

In this episode, Matt Kerzner and Tim Schuster have a high-level discussion regarding Developing Human Resources and using the Human Resources Diagnostic Model to positively impact your ability ...

Family Office Environment from 2019-06-06T15:58:18

In this episode, Matt Kerzner and Tim Schuster discuss the Family Office Environment with special guest Nancy Vailakis from IQ-EQ.

How Gibraltar is Shaping the Global Regulatory Landscape for Cryptocurrencies and Digital Assets from 2019-05-29T21:44:59

In this podcast, Nick Cowan, the CEO of the Gibraltar Stock Exchange  - the world’s first stock exchange to offer the listing services for digital debt securities and digital funds - discusses h...

VC Off to a Great Start in 2019 from 2019-05-28T17:09:56

It looks like 2019 picked up where 2018 left off in the venture capital world. EisnerAmper Director of Capital Markets Alan Wink looks at deal sizes, who’s on his IPO radar and if the good times...

Is There a Difference Between Outsourcing and Private Business Services? from 2019-05-22T15:58:51

In this episode of “The Bottom Line,” Lindsey Gross of EisnerAmper’s Outsourced Finance and Accounting Group joins Tim Schuster from Private Business Services to discuss the differences between ...

Feelings on the Middle Market from 2019-05-22T15:42:57

Human Resource Management Diagnostic Model: Rewarding&Recognizing Talent from 2019-04-29T12:14:43

Matt Kerzner and Tim Schuster continue the conversation of the Diagnostic Model for Human Resource Management; specifically Rewarding Human Resources and why it’s important.

The Business of March Madness from 2019-04-04T11:27:08

March Madness is the topic of today’s episode. EisnerAmper senior business advisor Jeff Boyle talks about the tremendous growth of this NCAA tournament, the evolution of streaming and online vie...

Taking Accounting to the Cloud from 2019-03-26T15:04:49

In this podcast, John Delalio, Managing Director of the EisnerAmper Cloud Accounting Services Group, tells us how cloud accounting is much more than virtual bookkeeping, the technology behind it...

You’re Not Using Social Media toGrow Your Business? from 2019-03-26T14:56:09

Promoting your business via social media is the best deal out there. Why? It’s free. This episode of “The Bottom Line” looks at how you can use social media to grow your business. We examine the...

A Conversation with Dan Hood from Accounting Today from 2019-03-25T10:47:57

In this EisnerAmper podcast, we talk with one of the leading journalists currently covering the accounting profession, Dan Hood, Editor-in-Chief of Accounting Today. Dan tells us about what toda...

The Tax Consequences of Failing to Report Cryptocurrency Transactions from 2019-03-21T10:55:08

Host, Dara Albright, interviews Tom Cardinale, Tax Partner at EisnerAmper, to obtain insights and expertise on reasons behind the lack of cryptocurrency tax reporting, the importance as well as ...

Human Resource Management Diagnostic Model: Attracting Talent from 2019-03-12T08:38:47

In this episode, Matt Kerzner and Tim Schuster have a high-level discussion regarding attracting talent and using the Human Resources Diagnostic Model to positively impact your ability to attrac...

Pair of New Laws Impacts NJ Workers and Employers from 2019-03-04T10:40:38

This episode of the “The Bottom Line” examines two high-profile NJ legislative initiatives: the Family Leave Act and an increase in the minimum wage. Tim Schuster from EisnerAmper breaks down th...

Putting a Bow on the 2018 Football Season … and a Look Ahead from 2019-02-28T10:38

Senior business advisor Jeff Boyle looks at NFL viewership numbers for 2018, how they compare to the 2017 season, as well as lessons learned for next year. Jeff also gives some of his initial th...

Michael Imber Talks to The Bond Buyer About Pension Funding and Public Sector Innovation from 2019-02-27T17:38:24

Managing Director of EisnerAmper’s Public Sector Advisors LLC Michael Imber spoke with The Bond Buyer at the 2019 National Outlook Conference in New York City. The pair discussed potential healt...

Creating a Quarterly Planning Calendar from 2019-02-15T13:35:59

A great New Year’s resolution for your business, if you already aren’t doing so, is to develop a quarterly planning calendar. In this episode of The Bottom Line, EisnerAmper manager Tim Schuster...

Venture Capital Breaks a Record in 2018 from 2019-02-05T14:01:55

It was a record-setting year for venture capital as well as exits in 2018. EisnerAmper Director of Capital Markets Alan Wink breaks it down and discusses if VC investment can keep up this furiou...

Human Resource Management Diagnostic Model: Human Resource Processes from 2019-02-01T10:52:46

In this episode, Matt Kerzner and Tim Schuster have a high-level discussion on the human resource process (acquiring, rewarding, developing and maintaining, as well as mitigating risk) and how y...

The Importance of Having an Emergency Fund from 2019-01-31T10:17:41

If the government shutdown proved anything, it’s how many Americans are living paycheck to paycheck. Are you financially ready in the event of a job loss, extended illness or some other emergenc...

The XFL and AAF Join the Pro Football Community from 2019-01-30T13:26:13

A pair of new professional football leagues will launch over the next two years. In this episode, we look at what could make the XFL and the AAF an attractive business opportunity, broadcast opt...

Brexit at a Crossroads from 2019-01-28T12:24:16

While the headlines in the U.S. center on the government shutdown, things have heated up in Europe as the Continent is focused on Brexit. Robert Mirsky, Head of EisnerAmper's London office and H...

How the Government Shutdown Might Impact You from 2019-01-08T15:25:29

In this EisnerAmper podcast, Michael Imber—managing director in EisnerAmper’s Financial Advisory Services Group and leader of its public sector advisory services practice—discusses ways in which...

The Marriott Cyber Attack – How You Can Protect Your Data from 2018-12-28T11:44:23

In this podcast, Deborah Friedland, head of EisnerAmper’s Hospitality Advisory Services, and Lena Licata, a director specializing in Process, Risk, and Technology Solutions, discuss the massive ...

Human Resource Management Diagnostic Model: External/Internal Environmental Influences from 2018-12-17T14:26:54

In this episode; Matt Kerzner and Tim Schuster discuss the External and Internal Environmental Influences and how this impacts the Strategic Roadmap.

The Odds of Success for Legalized Gambling in Pro Sports from 2018-12-14T10:40:28

In this debut episode of The Full Count, EisnerAmper business advisor Jeff Boyle looks at the growing presence of legalized gambling in professional sports. Jeff discusses where it’s headed, the...

Why the Sandwich Generation Needs to Talk Finances from 2018-12-13T16:29:27

In this episode of The Bottom Line, Tim Schuster from EisnerAmper’s Private Business Services Group talks about the challenges, conversation topics and planning opportunities for members of the ...

Human Resource Management Diagnostic Model from 2018-12-06T16:49:43

In this episode of "Generations in Family Business: Past, Present and Future", Matt Kerzner and Tim Schuster discuss, high level, what the Human Resource Management Diagnostic Model is and how i...

Are We on Track for a $100 Billion in VC Investment for 2018? from 2018-11-28T10:45:37

EisnerAmper Director of Capital Markets Alan Wink examines VC investment for the third quarter of 2018, along with some possible heavyweight IPOs for 2019. Alan also shares that VC investment th...

Utilizing Executive Search Firms from 2018-11-26T13:28:51

Matt Kerzner interviews both Nkrumah Pierre and Allen Geller on the importance of using an executive search firm to find the right executive for your organization.

Lessons Learned from the Theranos Dissolution from 2018-11-14T15:56:43

Dave Katz, Senior Manager in EisnerAmper’s Technology and Life Sciences practice, talks about the rise and fall of Theranos. He explains what took them from biotech unicorn to dissolution, the f...

Trusted Advisor from 2018-11-14T14:30:39

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of having the right trusted advisor to help family owed busine...

New Jersey Sick Leave Goes into Effect from 2018-10-24T12:55:38

As NJ initiates paid sick leave, The Bottom Line examines the requirements for business owners, the five reasons for which employees can use sick leave, and what business owners should be doing ...

Introducing Non-Family Members Into the C-Suite from 2018-10-22T13:14:57

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner, Nkrumah Pierre, and Tim Schuster discuss the importance of how family-owned organizations should prep...

Managed Security Services Provider - Best Practices from 2018-10-22T12:18:17

The final installment of EisnerAmper/CloudAccess’ Managed Security Services Podcast addresses the best practices in security management. Jerry will cover setting and monitoring preventative and ...

Managed Security Services Provider - Use Cases from 2018-10-22T12:17:55

In our fourth episode of the Managed Security Services podcast, Jerry and Kevin highlight some of their most significant before and after cases of clients using MSSP. From a large healthcare com...

Managed Security Services Provider - Reports from 2018-10-22T12:17:10

In this third installment of the EisnerAmper/CloudAccess podcast on Managed Security Services, Jerry and Kevin address the static reports that your MSSP should be providing, what access you, as ...

Managed Security Services Provider - How to Prepare from 2018-10-22T12:16:40

In this episode, Jerry Ravi and Kevin Nikkhoo have returned to address how companies should prepare to engage with an MSSP. They will highlight the expectations buyers should have around the pro...

Managed Security Services Provider - Fears and Issues from 2018-10-22T12:16:09

In this inaugural podcast from EisnerAmper and CloudAccess, Jerry Ravi, Partner in Charge of EisnerAmper’s Process, Risk and Technology Solutions, and Kevin Nikkhoo, CEO of CloudAccess, introduc...

The Strategic Roadmap - Individual Actions from 2018-10-18T15:33:03

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of Individual Actions on a business and how this important to ...

The Strategic Roadmap - Initiatives&Projects from 2018-10-18T15:32:24

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Initiatives and Projects of an organization and ...

The Strategic Roadmap - Strategies&Measures from 2018-10-18T15:31:50

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Strategies and Measures using a...

The Strategic Roadmap - Objectives&Goals from 2018-10-18T15:29:45

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Objectives and Goals and how this is part of the...

A Look at the NJ Innovation Evergreen Fund from 2018-10-18T15:21:16

In this special episode of a Wink & a Glance at Venture Capital, EisnerAmper Director of Capital Markets Alan Wink examines Governor Phil Murphy’s NJ Innovation Evergreen Fund. Alan explores how...

Ride Sharing Capped in NYC from 2018-10-18T15:19:19

In this episode, we look at New York City’s proposed annual cap on the number of ride-sharing vehicles, such as Uber and Lyft. Learn who the winners and losers are, the cap’s scope, as well as t...

Filling Employment Needs in a Sellers’ Market from 2018-10-10T12:00:45

The economy seems to be chugging along, with unemployment at record lows. The Bottom Line looks at why some of that optimism needs to be tempered and what companies need to do in an increasingly...

Don’t Postpone Making Your Will from 2018-10-08T14:25:03

In this episode, Tim Schuster, from EisnerAmper’s Private Business Services Group, tells us why it is definitely not a good idea to be without will. One key reason: Do you really want the state ...

Don’t Get Scammed By Someone Pretending to Be from the IRS from 2018-09-27T08:59:35

The Bottom Line looks at some of the common IRS scams out there, who the bad actors target, what you can do to protect yourself, and what you should do if you fall victim to one of these scammer...

Brexit Update – September 2018 from 2018-09-20T11:00:30

In this wide-ranging discussion, EisnerAmper’s Transfer Pricing Practice Leader Dr. Henric Adey gives us the latest on Brexit, including how the Irish border and the customs implications are cur...

Wayfair Decision Impact on Remote Sales from 2018-09-05T10:59:46

Join Gary Bingel, EisnerAmper’s National SALT leader, and Tim Schuster to learn more about the Supreme Court’s decision and how to prepare for the challenges and opportunities to come.

The Dangers of Entitlement - Tips to Avoid the Silver Spoon Syndrome from 2018-08-29T16:34:31

Children growing up in family businesses often feel trapped because they have been given titles and salaries that are not commensurate with their skills and education, but have a lifestyle that ...

VCs Tread Cautiously Due to High Valuations from 2018-08-09T09:35:24

In this episode of a “Quarterly Wink & a Glance at Venture Capital,” EisnerAmper Director of Capital Markets Alan Wink examines the first half of 2018, touches on roles artificial intelligence a...

New Cryptocurrency Focuses on Price Stability from 2018-08-06T16:22:23

Cryptocurrency still has the reputation for significant price swings. In this episode, we look at a new contender—with some big backers—that’s tied to the U.S. dollar to help temper that volatil...

High Court Rules on the Taxation of e-Commerce from 2018-08-02T15:31:47

Tim Schuster, in this episode of The Bottom Line, examines the landmark Supreme Court decision in the Wayfair case on e-commerce taxation. Tim looks at what’s behind the decision, how broad the ...

Strategic Roadmap – Vision of an Organization from 2018-07-24T09:15:29

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Vision and how this is part of ...

The Strategic Roadmap: Core Values of an Organization from 2018-07-18T11:16:32

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing and organizations core values and how this is pa...

Drones, a Farmer’s New Best Friend? from 2018-07-11T09:49:58

TechTalk takes a look at Aerobotics, that is using drones to help farmers in South Africa. This promising technology can help increase crop yields by gathering valuable data on disease, pests, d...

Risk&Sustainability from 2018-06-20T15:19:18

Charly comments on the degree of risk and the sustainability of real estate investment in the Bay Area.

Regulatory Burdens from 2018-06-20T15:10:03

Charly sees the biggest hurdle to our clients as being ever increasing burdens of regulatory complexity.

Investors Seek Stability in US Markets from 2018-06-20T15:05:41

Charly comments on the inflow of foreign investment dollars and how the flow into the US is not diminishing but growing as investors will always seek stability and in this regard the US remains ...

Do Opportunities in New York&San Francisco Mirror Each Other? from 2018-06-20T14:39:57

Charly observes that private equity investment does look to real estate as a source of yield and safety.

Capital is Changing from 2018-06-20T14:01:26

Charly comments on the inflow of foreign investment dollars and how the flow into the US is not diminishing but growing as investors will always seek stability and in this regard the US remains ...

Employee or Contractor – The DOL’s Watching from 2018-06-18T13:35:13

Tim Schuster gives us The Bottom Line when host Dave Plaskow recently received a NJ Department of Labor questionnaire concerning some freelance writing assignments from a couple of years ago. 

NJ Budget Mixes Some of the Familiar (and Not-So Familiar) from 2018-06-11T15:35:25

This episode of The Bottom Line takes a look at newly elected Governor Phil Murphy’s inaugural NJ budget. We’ll highlight some the proposed revenue raisers along with what’s on the governor’s sh...

3D Printing and IP Issues from 2018-06-06T09:38:41

In this episode of the Dave and Dave show, we look at a 3D-printed housing community for needy families in El Salvador. We discuss who’s involved, what the goals are, some of the attached busine...

Strategic Roadmap Process – The Importance of Developing a Mission Statement from 2018-05-10T15:34:05

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of mission statement and how this is part of the Strategic Roa...

The Differences Between the Bonus and the 179 Depreciation from 2018-04-24T15:14:20

In this segment, Carolyn Dolci—partner and leader in EisnerAmper’s Law Firm Services Group—discusses tax reform within professional services firms and how the 2017 Tax Cuts and Jobs Act  will im...

What You Need to Know Now About Meals and Entertainment Expenses from 2018-04-24T15:12:49

In this segment, Carolyn Dolci—partner and leader in EisnerAmper’s Law Firm Services Group—discusses what you need to know about expensing meals and entertainment under the 2017 Tax Cuts and Job...

At-Home Genetic Testing Goes Beyond Just DNA from 2018-04-17T10:06:06

TechTalk looks at 23andMe’s DNA test-taking kit and its recent approval by the FDA to scan for certain breast cancer genes. We examine the possibilities and limitations, where the market is head...

Tim’s Top Individual Tax Questions from 2018-04-05T11:19:40

In this episode of The Bottom Line, EisnerAmper Private Business Services Group manager, Tim Schuster, discusses some of the individual taxation questions bubbling up from clients in the wake of...

The Strategic Roadmap: A Guide to Help Your Organization Reach its Goals from 2018-03-19T10:14:17

In the inaugural podcast of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss what the Center of Family Business Excellence is and the tools that ...

What is a Family Council? from 2018-03-15T17:39:52

Lisë Stewart and Matt Kerzner discuss the value and purpose of setting up a family council – including the structure, process and potential pitfalls. 

Amazon Stays Busy from 2018-03-14T14:30:25

The TechTalk examines a few interesting things Amazon is up to on its march toward global e-tail domination, such as its choosing a city for its new headquarters, its foray into health care, Ama...

Top 7 Questions on Tax Reform from 2018-02-28T16:34:36

From converting to a C corporation to the new meals and entertainment rules and beyond, the 2017 Tax Cuts and Jobs Act has touched business of all sizes. In this episode of “The Bottom Line,” Ei...

More Than 40 Unicorns Lead Best VC Year Since the Dot Com Era from 2018-02-23T10:20:19

In this episode of a “Quarterly Wink & a Glance at Venture Capital,” EisnerAmper Director of Capital Markets Alan Wink gives us the highlights of Q4 and his thoughts on 2017 as a whole. Was it r...

Retirement Savings Plans for Small Businesses from 2018-02-01T10:09:25

In this episode of “The Bottom Line,” EisnerAmper Private Business Services manager Tim Schuster talks about the benefits of a retirement savings plan for companies. Tim looks at SEP IRAs, SIMPL...

Apple Watch EKG from 2018-02-01T10:08:25

This episode of TechTalk covers a unique, FDA-approved EKG device for the Apple Watch. We’ll discuss the science and the business behind this promising new technology, as well as how the market ...

How New Yorkers Can Prepay Their Property Taxes: Tim Speiss from 2017-12-28T14:35:05

What Is the State of Your College Savings Plan? from 2017-12-27T10:49:19

In this episode of The Bottom Line,  Tim Schuster, a manager in EisnerAmper’s Private Business Services Group, discusses how starting a college savings account  —sooner rather than later—can hel...

Which Health Spending Account Is Right for Your Business? from 2017-12-26T09:59:45

Tim Schuster, a manager in EisnerAmper’s Private Business Services Group, examines the differences between health savings accounts (HSAs), health reimbursement accounts (HRAs), and flexible savi...

Talking Tax Reform from 2017-12-21T13:10:03

In a year of big news stories, tax reform is right up there. In this wide-ranging podcast, Timothy Speiss—the Partner-in-Charge of EisnerAmper’s from 2017-11-30T18:53:19

Listen to host Brett Dearing, CEPA and experienced professional Matthew Kerzner from EisnerAmper have a candid conversation on the issues surrounding today’s family owned businesses. Matthew wil...

Is AI Destined to Replace Fund Managers? from 2017-11-29T15:03:44

In this episode of TechTalk, we talk about the debut of the world’s first ETF powered by artificial intelligence (AI). We discuss the technology behind it, if it impacts a fund’s expense ratio a...

Bankruptcy: A View from the Top from 2017-11-22T14:57:39

Robert Katz, a managing director in EisnerAmper’s Financial Advisory Services Practice, gives us a high-level view of the bankruptcy process: the keys to a successful restructuring, what to know...

The Not-for-Profit Accounting Update You Need to Know About from 2017-11-15T15:17:48

Jimmy Mo, an EisnerAmper partner who leads the firm’s Not-for-Profit Services Group in Pennsylvania, reviews FASB ASU 2016-14. If you’re a not-for-profit executive, you need to know about this u...

Looking into Facial Recognition Technology from 2017-11-08T12:58:58

The iPhone X has put a renewed spotlight on facial recognition technology. EisnerAmper senior audit manager Dave Katz gives us a little history on this unique type of technology, some of the und...

Later-Stage Deals the Story of the Q3 2017 VC Market from 2017-11-03T16:58:48

In this episode of a “Wink and a Glance at Venture Capital,” EisnerAmper Capital Markets Director, Alan Wink, gives us some highlights of the Q3 2017 VC market. Alan examines later-stage deals, ...

How to Succeed at Succession Planning from 2017-11-03T16:35:47

In this episode of “The Bottom Line,” EisnerAmper’s private business services manager Tim Schuster tackles the always popular—and sometimes contentious—issue of succession planning. Tim covers t...

Plan Today for Tomorrow’s Disaster from 2017-11-03T16:35:07

With Mother Nature in a particularly destructive mood lately, Tim Schuster, EisnerAmper private business services manager, discusses the need for proactive disaster planning. Tim gives us a few ...

Putting Biotech on the Map from 2017-10-27T09:21:58

Perhaps not thought of in the same biotech vein as San Francisco or Boston, Philadelphia has much to offer the life science community. Steve Doneson, an EisnerAmper LLP auditor specializing in t...

Laying a Strong Financial Foundation for Construction Firms from 2017-10-19T10:42:15

EisnerAmper senior audit manager Mike Stuhltrager discusses the myriad business and financial issues construction firms should be up to speed on. Mike touches on everything from the latest const...

Welcome to “The Bottom Line” from 2017-10-03T09:42:01

Welcome to the debut of “The Bottom Line,” a podcast specifically designed for closely held businesses. Our guide is EisnerAmper manager of private business services Tim Schuster. In this episod...

Supersonic Air Travel Coming Back with a Boom from 2017-09-29T13:53:54

In this episode of “The Dave & Dave Show,” we discuss the technology and financing issues related to the possible return of supersonic air travel. Which financial heavyweights are behind tech co...

Is Roomba Vacuuming Up Data on Your Home? from 2017-09-01T13:13:13

EisnerAmper Senior Audit Manager Dave Katz discusses iRobot’s Roomba automated vacuum collecting more than just dirt. There was a report that the robot vacuum would collect customer household da...

Dissecting the Qualified Small Business Stock Exclusion from 2017-07-25T12:39:28

Ben Aspir, an EisnerAmper tax manager, examines the intricacies of the Qualified Small Business Stock Exclusion - Section 1202. Ben breaks down corporate versus shareholder requirements, which i...

Tesla Gets Chinese Backing from 2017-07-21T09:11:45

In this episode of TechTalk, EisnerAmper senior audit manager Dave Katz tells us about electric car company Tesla receiving a significant investment from Chinese technology giant Tencent. Dave e...

Confidential IPOs Now Open to All Companies from 2017-07-20T13:58:06

Peter Bible, EisnerAmper partner and chief risk officer, discusses the SEC’s decision to expand confidential IPO availability beyond just emerging companies. Peter discusses the pros and cons of...

What’s Next for the Real Estate Market? from 2017-07-17T11:37:39

EisnerAmper Tax Partner and the Partner-in-Charge of the firm’s Real Estate Services Group, Kenneth Weissenberg, takes a look forward at a wide-range of issues that could impact the real estate ...

Interview: Jayson Lemberg of Pioneer Acquisitions: Part 2 from 2017-07-13T13:52:24

Jayson Lemberg, principal at Pioneer Acquisitions, talks about the differences between the real estate markets in New York City versus Chicago, how Millennials are approaching real estate, and w...

Interview: Jayson Lemberg of Pioneer Acquisitions: Part 1 from 2017-07-13T13:49:43

Jayson Lemberg, principal at Pioneer Acquisitions, talks about the differences between the real estate markets in New York City versus Chicago, how Millennials are approaching real estate, and w...

Veteran NYC Real Estate Developers Talk to EisnerAmper Part 2 from 2017-06-29T08:58:59

Lisa Knee, an EisnerAmper tax partner, interviews Daren Hornig of Hornig Capital and Chris Schlank of Savanna. The pair discusses real estate deals on which they’ve partnered, including location...

Veteran NYC Real Estate Developers Talk to EisnerAmper Part 1 from 2017-06-29T08:58:09

Lisa Knee, an EisnerAmper tax partner, interviews Daren Hornig of Hornig Capital and Chris Schlank of Savanna. The pair discusses real estate deals on which they’ve partnered, including location...

Concerns Podcast: Trying to Do Well While Doing Good from 2017-06-27T14:08:32

This podcast is based on EisnerAmper’s annual survey, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partner and N...

A Conversation with NYC Council Member Greenfield from 2017-06-22T08:44:12

Bill Timlen, an EisnerAmper tax partner and a member of the firm’s Real Estate Services Group, chats with NYC Council Member David Greenfield of the 44th district, which encompasses several neig...

Brexit Update from 2017-06-15T11:11:17

In this podcast, EisnerAmper Transfer Pricing Practice Leader Henric Adey gives us the latest on Brexit. He breaks down the fallout from British Prime Minister Theresa May’s triggering of Articl...

REIT Reforms Under PATH Act from 2017-06-12T13:22:02

Michael Schindler from EisnerAmper’s Real Estate Practice Group examines some major REIT reforms under the Protecting Americans from Tax Hikes (PATH) Act. These reforms encompass preferential di...

If It's Technology, It's Pivotal: Part 1 from 2017-05-18T16:09

Don’t miss our podcasts recorded at the debut of Pivotal – a one-of-a-kind EisnerAmper technology event – held on May 9 in Westbury, Long Island. You’ll hear from leaders in social media, clean ...

If It's Technology, It's Pivotal: Part 2 from 2017-05-18T16:04:51

Don’t miss our podcasts recorded at the debut of Pivotal – a one-of-a-kind EisnerAmper technology event – held on May 9 in Westbury, Long Island. You’ll hear from leaders in social media, clean ...

Amazon Purchases Souq from 2017-05-12T15:00:29

David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, discusses Amazon’s recent purchase of Middle Eastern e-commerce site Souq. Katz tells us about Souq, the ...

The Market for Tech Talent from 2017-05-05T12:16:05

Are we in a tech talent buyer’s market or seller’s market? In this episode of the Dave & Dave Show, EisnerAmper Senior Audit Manager Dave Katz gives us a forecast for tech employment over the ne...

When Health Care M&As Flatline from 2017-05-05T12:15:40

Michael McLafferty, EisnerAmper partner and leader of the firm’s Health Care Services Group, talks about health care M&As that don’t make it to the finish line.  Citing a couple of recent real-l...

Addressing Social Media and Reputation Risk in the Boardroom from 2017-05-05T12:14:32

This podcast is based on EisnerAmper’s annual survey results, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partn...

The 7 Deadly Sins of Self-Dealing from 2017-05-05T12:14:04

Candice Meth, National Leader for EisnerAmper’s Not-for-Profit Services Practice, discusses what private foundations need to know about self-dealing: the types of transactions involved, conseque...

How Startups Can Get an Immediate Cash Benefit from R&D Credits from 2017-05-05T12:13:43

Allie Colman, an EisnerAmper tax manager discusses changes to the PATH Act that make a pair of R&D tax credits (payroll and AMT) very attractive to start-ups and small businesses. Allie covers w...

Amazon Go Wants to Streamline Your Grocery Shopping from 2017-05-05T12:13:05

In this episode of TechTalk, Dave Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, and Richard Colloca, Partner-in-Charge of EisnerAmper’s Food and Beverage Gro...

Giving Financial First-Aid to an Ailing Health Care Company from 2017-05-05T12:11:57

In this podcast, Steven Bisciello, Senior Manager in EisnerAmper’s Health Care Services Group, talks about the many challenges health care organization face that could adversely impact their bot...

Biotech Faces a Real Estate Shortage from 2017-05-05T12:11:09

In this episode of the Dave & Dave podcast, we learn about the real estate shortage in the nation’s biotech hubs, the challenges of obtaining and creating new space, how early-stage companies ar...

Concerns – Taking the Pulse of the NACD from 2017-05-05T12:10:24

This podcast is based on EisnerAmper’s annual survey, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partner and C...

Concerns – All Risk and No Action? from 2017-05-05T12:09:44

This podcast is based on EisnerAmper’s annual survey, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partner and C...

Is Health Care at a Crossroads? (Part II) from 2017-05-05T12:08:05

In the second part of our interview, EisnerAmper partner and leader of its Health Care Services Group Michael McLafferty looks at consolidation in the health care sector, concerns about patient ...

Is Health Care at a Crossroads? (Part I) from 2017-05-05T12:07:24

In part 1 of this interview, EisnerAmper partner and leader of the Health Care Services Group Michael McLafferty tells us about what impact the new administration may have on health care, how co...

Being Taken for a Ride – The Self-Driving Car from 2017-05-05T12:06:38

In this episode of TechTalk, David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, gives a “state of the union” on self-driving cars, an overview of Uber’s uni...

Hyperloop Could Take People from LA to SF in 35 Minutes from 2017-05-05T12:04:17

In this episode of TechTalk, David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, tells us about this space age technology that could revolutionize personal t...

“Succession Planning, Taxation and the Proposed 2017 Valuation Regulations – Peeling Back the Onion” from 2017-05-05T12:03:32

Listen to session attendees talk about what keeps them up at night, the roles tax and regulatory policy play, and what they’re doing to develop their leadership “bench.”

“Help Wanted! Attracting and Retaining Top Talent in a Tight Labor Market” from 2017-05-05T11:52:13

Hear attendees at this session discuss the current talent marketplace, their hiring plans for 2017, and the innovative approaches they’re taking to retain talent.

Why You Shouldn’t “Dabble” in a 382 Tax Study from 2017-05-05T11:50:59

Michael Grant, senior manager in EisnerAmper’s Tax Practice, discusses the intricacies, benefits and misconceptions surrounding 382 Tax Studies.

Interview with ELabNYC Program Manager Mary Howard - Part 2 from 2017-05-05T11:50:36

In the second part of our interview, ELabNYC program manager Mary Howard gives us some tips for transitioning from the research lab to the boardroom, assembling a successful biotech team, pivoti...

Interview with ELabNYC Program Manager Mary Howard - Part 1 from 2017-05-05T11:50:21

In part 1 of our interview, program manager Mary Howard discusses ELabNYC’s entrepreneur training and mentorship program, tells us about the different types of organizations it partners with, an...

Developing a Total Asset Allocation Strategy from 2017-05-05T11:49:48

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group and VP of EisnerAmper Wealth Planning, discusses the elements of a total asset allocation strategy, such as asset cl...

Tax Reporting of Foreign Direct Investment from 2017-05-05T11:49:20

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group and VP of EisnerAmper Wealth Planning, discusses the complexities of tax reporting of foreign direct investment.  Listen

A Conversation with Mike Mardy, Former CFO of Tumi from 2017-05-05T11:48:31

Mike speaks with the partner-in-charge of EisnerAmper’s Corporate Tax Group, Michael Hadjiloucas, about Tumi’s recent sale and IPO and the role Michael and his team played in Tumi’s transition.<...

Is the Commercial Drone Market Ready for Takeoff? from 2017-05-05T11:47:50

David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, discusses the commercial drone market, including potential markets, barriers to entry, and where capital ...

Brexit’s Impact on Investors and Wealth Management from 2017-05-05T11:47:25

Tim Speiss, partner-in-charge of EisnerAmper’s Personal Wealth Advisors Group and VP of EisnerAmper Wealth Planning, looks at the short-term and long-term impact of Brexit on investors both insi...

Virtual Reality from 2017-05-05T11:46:33

David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, discusses some of the financial aspects of virtual reality, such as investment, valuation, revenue recogn...

What Brexit May Mean to Multi-Nationals from 2017-05-05T11:42:54

Hear EisnerAmper’s Transfer Pricing Practice Leader Dr. Henric Adey discuss potential Brexit implications and how multinational enterprises can prepare.