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Q&A Over Coffee

Q&A Over Coffee

By: Olsen Thielen CPAs & Advisors
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 Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.All rights reserved Economics
Episodes
  • 44: Year-End Tax Planning with Charlie Sparks and Tom Pesch

    44: Year-End Tax Planning with Charlie Sparks and Tom Pesch
    Nov 6 2025
    In this episode, host Matt Klein sits down with Olsen Thielen Principals Charlie Sparks and Tom Pesch to discuss year-end tax planning strategies as 2025 winds down. The conversation covers key updates from the recently passed One Big Beautiful Bill Act, including extensions and expansions related to the Tax Cuts and Jobs Act. We cover timely topics such as charitable giving strategies, including qualified charitable distributions, donor-advised funds, and bunching deductions, as well as the expanded state and local tax (SALT) deduction limits. They also explore business-focused opportunities like R&D expensing, Section 179 and bonus depreciation changes, and proactive planning for high-income earners. Wrapping up, they stress the importance of fall as the most valuable time for tax planning, highlighting practical reminders on managing withholding, capital gains, and IRS filing expectations amid staffing shortages.
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    34 mins
  • 43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown

    43: Roundtable: When Government Stops, Business Doesn't: Navigating the Current Shutdown
    Oct 21 2025
    In this episode, recorded on Friday, October 17th, Principals Adam Hennen and Daniel Owens discuss the ongoing government shutdown—now entering its third week—and the broad ripple effects it’s having on businesses, consumers, and the economy. They explore how shutdowns happen, their historical context, and the immediate impacts on key federal agencies like the IRS, SEC, and Department of Labor. They also unpack what the shutdown means for industries that rely on government contracts or funding, as well as the potential slowdown in lending, supply chains, and consumer spending.
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    29 mins
  • #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman

    #42: Avoiding Surprises in Estate Planning – Valuation Post Connelly vs. U.S. with Tony Oman
    Sep 17 2025
    In this episode of Q&A Over Coffee, host Tom Pesch sits down with Tony Oman, Principal of Business Valuation & Transaction Advisory Services, to unpack a complex but important issue: how life insurance impacts business valuations after the recent Connelly Supreme Court case. Tom and Tony walk through how buy-sell agreements funded by life insurance traditionally worked to create liquidity and preserve continuity when a shareholder passes away—and why the Court’s ruling has now upended that approach. They explore the practical implications for privately held companies, from unexpected estate tax consequences to challenges in succession planning, and discuss potential strategies business owners can consider, including special-purpose entities, cross-insurance, and irrevocable life insurance trusts. Whether you’re a business owner, advisor, or just interested in how valuation and tax law intersect, this conversation highlights why proactive planning—and keeping those buy-sell agreements current—is critical.
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    30 mins
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