BeansTalk: Where Expertise Meets Opportunity.
Sharing and showcasing our areas of expertise through conversations with M&J practice leaders.
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.
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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.
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In this special feature episode, we go beyond the standard regulatory checklist to provide a blueprint for navigating a landmark year in financial oversight. As we move through 2026, the intersection of legacy stability and rapid deregulation has created a complex new environment for financial institutions.
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Thinking about expanding your business beyond U.S. borders? In this episode, we explore the key tax and compliance challenges that U.S.-based companies face when operating internationally. From foreign tax obligations and reporting requirements to navigating international trade laws and local regulations, our experts break down what businesses need to know to stay compliant and competitive abroad. Whether you're just starting to explore global markets or already operating overseas, this episode is packed with practical insights to help you avoid costly mistakes.
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As the economic landscape continues to shift, financial institutions face a high-stakes balancing act: capturing market share without compromising credit quality. In this special edition episode, Brandon Smith and Jay Lucas dive into the current state of commercial lending and explore how top-tier lenders are navigating the tension between aggressive growth and rigorous risk discipline.
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Think you’re safe from out-of-state tax obligations? Think again. In this episode, we dive deep into the concept of tax nexus, what it is, how it's triggered, and why it’s one of the most overlooked compliance risks for businesses operating across state lines. Learn how remote work, e-commerce, and digital services might be creating unexpected tax liabilities, and what steps you can take to stay ahead of the curve.
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In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.
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Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance.
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In this episode, we sit down with members of our NIL Advisory Team to explore why comprehensive guidance is essential for student-athletes and their families. From clearing up common misconceptions to highlighting overlooked opportunities, we discuss how education, financial literacy, and long-term planning can make all the difference. Whether you're a parent, coach, or athlete, this conversation offers valuable insights into managing NIL the right way.
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In this episode, we break down the Cybersecurity Maturity Model Certification (CMMC) and its growing impact on government contractors and suppliers. Join us as we explore what the CMMC framework means for your organization, how to interpret its controls, estimate compliance costs, and integrate it into your financial and risk management strategy. Whether you're preparing for an assessment or just starting your compliance journey, this conversation is packed with practical insights and expert guidance.
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In this episode, Robert Stephens breaks down how to turn financial data into an actionable business strategy. This episode explores how to go beyond surface-level reports to uncover insights that drive smarter decisions, stronger forecasting, and long-term growth. Whether you're scaling a startup or leading an established business, this conversation will help you use your numbers as a tool, not just a report card.
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In this episode, Brandon Smith and Aleisa Howell explore what the nonprofit world can teach us about redefining success beyond just revenue and margins. Aleisa shares surprising insights on how impact-focused metrics, mission-aligned financial strategies, and values-driven leadership can unlock sustainable business growth. Whether you're a business owner or leader, you'll walk away with practical ways to measure what truly matters without sacrificing profitability.
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Explore how evolving tax laws, cutting-edge AI, and a modernizing IRS are transforming business strategy. "Beyond the Return" goes past compliance to uncover the tools, trends, and insights shaping the future of finance and decision-making—including the sweeping implications of The One Big Beautiful Bill Act.
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Uncertainty isn’t just a threat, it’s an opportunity. In this episode, we explore how business leaders turn risk into strategic advantage, with practical insights on navigating change, uncovering hidden value, and building resilience.
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In this episode, we get a glimpse into the world of state and local taxes, breaking down the key concepts that every business owner and taxpayer should understand. From navigating nexus and determining tax obligations to leveraging tax credits and incentives, we cover it all.
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How do emerging technologies impact cybersecurity? In this episode, we’ll explore the risks organizations face and share expert insights on minimizing exposure, strengthening defenses, and staying ahead in today’s digital world.
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In this episode, we’ll uncover the advantages of outsourced accounting services. Hear from industry experts about how these solutions can lead to improved financial decision-making and drive operational efficiency.
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