BeansTalk

Your Secret Weapon: Strategic Tax Planning for IRS Controversies

In this episode, we break down your ultimate financial shield: strategic tax planning. We move past the initial panic of IRS notices and dive into how forward-thinking tax structures can defuse controversies before they even start—and give you the upper hand if they do. Whether you're a business owner or a high-earning individual, it's time to step up your tax game and start taking control. Tune in to turn tax stress into your secret weapon.  About Our Guest  Charlotte Way, JD, LLM, CPA, serves as the firm’s Tax Counsel. Charlotte has extensive experience and success in helping clients manage tax issues and disputes, including IRS and state penalty and collection notices; penalty abatement requests; field and correspondence audit representation; post-audit issue resolution, including representation at appeals, requests for supervisor conferences, and fast-track settlements; Offer In Compromise – Doubt as to Liability; assistance with Taxpayer Advocate Services; research and risk assessment of tax positions before filing a tax return, and other tax compliance issues. About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our Tax Controversy services here: https://www.mjcpa.com/services/tax/tax-controversy-resolution/

Pillars of Government Transformation: Balancing Risk and Performance

In this episode, we explore the framework for modernizing state and local government through five key pillars of transformation. The discussion highlights how agencies can optimize human capital and service delivery while replacing inefficient, paper-based workflows with software-driven automation to ensure precision and accountability. Listeners will gain actionable insights on balancing risk and performance to deliver essential public services more effectively in an increasingly digital landscape. About Our Guest David Roberts is an experienced public sector consultant with extensive national experience in creating and implementing transformational strategies for improving operations, service delivery models, and stakeholder satisfaction. He possesses a deep understanding of business and relationship development, client delivery, and people development. About Our Host  Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about our Governmental Industry services here: https://www.mjcpa.com/industries/governments/

The NIL Roadmap: Navigating the Financial Journey of a Student-Athlete

This episode reframes NIL earnings as a serious business venture, teaching athletes how to apply their "on-field coachability" to their personal finances. It covers everything from setting up LLCs to building a professional "dream team" of advisors to ensure collegiate success translates into lifelong wealth. About Our Guest Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting. About Our Host Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas. Learn more about our NIL services here: https://www.mjcpa.com/industries/nil-advisory-services/

The R&D Reset: What It Means for Your Bottom Line

Think R&D tax credits are only for high-tech labs? Frank Battaglia joins the latest episode to explain how recent tax law "resets" allow businesses in manufacturing, software, and beyond to claim immediate deductions for U.S.-based innovation. Learn how to stop leaving money on the table and leverage these incentives to boost your bottom line, regardless of your company's size or profitability. About Our Guest  Frank specializes in helping clients identify and maximize supportable research and development (R&D) tax credits and other incentive opportunities. He has extensive experience assisting privately held businesses across a variety of industries in capturing valuable tax incentives that support innovation and growth.  About Our Host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.  Learn more about R&D Tax Credits here: https://www.mjcpa.com/services/consulting-advisory-services/research-development-tax-credit/  https://www.mjcpa.com/about-us/

Mastering the Balance: Strategy, Scaling, and Women in Leadership

Celebrate Women’s History Month with Kristen Lord as she reveals why financial literacy is the ultimate tool for empowerment in leadership. We discuss the tactical "green lights" for business expansion and how to survive the operational shifts that come with rapid growth. Stay tuned for an honest look at the essential advice Kristen would give her younger self to navigate the intersection of finance, growth, and leadership. About our guest Kristen Lord, CPA, is the Chief Operating Officer of Mauldin & Jenkins, LLC. Kristen joined Mauldin & Jenkins in 2006, and focused her career on audits of financial institutions before transitioning to the COO role. Kristen was a 2017 Cobb Young Professionals Next Generation Award nominee and a 2016 Georgia Southern University Alumni 40 Under 40 award recipient. Kristen is a member of Cobb Executive Women and the CPA Firm Management Association. Learn more about Kristen and her expertise here [https://www.mjcpa.com/partners/kristen_lord/]. About our host Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about Brandon and his expertise here [https://www.mjcpa.com/partners/brandon-smith/]. Learn more about our firm here [https://www.mjcpa.com/about-us/].