Even though the 2021 tax season is coming to an end, if you are a business owner, taxes should always be a topic of consideration — especially your tax obligations at the state and local levels. Luke Lucas, a senior manager on Rea & Associates’ state and local tax team, is here to give us some insight into how different states have responded to the CARES Act, federal tax updates, and ongoing nexus guidance. He also explains how state and local taxes impact businesses all year long and what y...
Mar 22, 2021•22 min•Ep. 275
2020 taught us many lessons, mainly that you will never truly be prepared for everything no matter how hard you try. Even so, understanding the essential functions of your business may help keep you going strong until you can get back on course. Andrew Geiser, a senior manager on Rea & Associates’ manufacturing and distribution services team, shares his projections for 2021. Listen to this episode of unsuitable to learn: How the labor market may be affected by unemployment extensions Why mar...
Mar 15, 2021•23 min•Ep. 274
The 2021 busy season just got busier for tax professionals. Working through the results of the recent election, new tax provisions resulting from an ongoing pandemic, and more, business owners will have to be prepared to look at things a little differently in the year ahead. Chris Axene, a principal on Rea’s federal tax team, explains what accountants and tax pros are working through today, what businesses can expect going forward, and how to plan for these changes. Listen to this episode of uns...
Mar 08, 2021•26 min•Ep. 273
Charitable giving in 2020 looked a lot different than anyone could have expected. Policy changes, tax updates, and a larger share of household giving than the preceding year all played a role. Laura MacDonald, principal and founder of Benefactor Group, is here to provide insight into what she witnessed as a leader in the nonprofit space during 2020 and what opportunities nonprofits and individuals alike might want to consider in 2021. Listen to this episode of unsuitable to learn: The opportunit...
Mar 01, 2021•26 min•Ep. 272
The busiest time of year for tax professionals is about to get a lot busier - thanks to the CARES Act, PPP Second Draw Loans (not to mention PPP 1.0), and the Employee Retention Credit (ERC). There are a lot of questions facing business owners and it's up to the tax professionals to provide them with the answers they're looking for. But, it's fair to say, they are up to the challenge. On this week's episode of unsuitable on Rea Radio, Greg Speece and Melissa Dunkle, two principals and tax supers...
Feb 22, 2021•28 min•Ep. 271
Creating company morale in a virtual world can be quite difficult, but it’s not impossible. Abbey Kanellakis, Practice Growth Senior Manager at Rea , is going to talk about our initiatives within Rea to keep virtual life engaging, known as the Committee of Awesomeness. Listen to this episode of unsuitable to learn: The challenges with keeping up morale in a remote environment How to increase the connection through virtual platforms How to get people involved in the process Learn more about this ...
Feb 15, 2021•21 min•Ep. 270
One Columbus has a vision for the Columbus Region to be the most prosperous region in the United States — that means growing businesses, preparing communities, and more. Chip Holcombe, Director of Investor Relations at Columbus 2020, joins unsuitable to give us a little insight about the One Columbus plan. Listen to this episode of unsuitable to learn: What the One Columbus Work Plan is The vision for the plan and how it’s being marketed Involving the community in the plan Learn more about this ...
Feb 08, 2021•27 min•Ep. 269
Keeping your organization’s information and computer systems safe can be tricky, but assessing current processes and recommending new and innovative software could put you on the right path to grow your organization. Darrell Williams, Chief Information Officer at Rea & Associates, joins unsuitable to talk about a few IT initiatives Rea is doing to ensure information safety. Listen to this episode of unsuitable to learn: How IT enhances remote experiences to create better relations between pe...
Feb 01, 2021•27 min•Ep. 268
The tough part about developing your organization's employee development strategy is forgetting the fact that one size can’t fit all. Annie Yoder, Principal and Director of Development at Rea & Associates , joins unsuitable to talk about how you can balance employee development amongst a broad scale and the differences between Coaching, Mentorship, and Advocacy. Listen to this episode of unsuitable to learn: How to balance different learning styles Advice for training during a pandemic Simil...
Jan 25, 2021•23 min•Ep. 267
It’s no secret that bad actors are getting sneakier, but with the right tips, you can protect your organization from fraud. Karen Davis, owner and founder of Green Oak Advisors, LLC is here to talk about fraud and how it can impact your accounting processes. Listen to this episode of unsuitable to learn: What fraud is and how it occurs The reasons fraud occurs The precautions employees or clients should take Learn more about this topic: Read: Protect Your Business From COVID-19 Cyber Attacks In ...
Jan 18, 2021•25 min•Ep. 266
With the long-lasting effects of the election and pandemic, you have to wonder how much this will make a mark on your future…. or the legacy you wish to leave behind. Inez Bowie, Principal at Rea & Associates , is here to talk about Estate Planning and how recent events may impact your plan. Listen to this episode of unsuitable to learn: Recommendations for estate planning considerations regarding COVID-19 The changes we may see in Biden’s legislative proposal Trends and development in estat...
Jan 11, 2021•21 min•Ep. 265
While many industries suffered in 2020, construction has actually seen a lot of opportunities. Operating a business in 2020 still comes with its own unique set of challenges, but we’re optimistic about the state of the industry in 2021. Joe Urquhart, Vice President of Overmyer Hall Associates, joins unsuitable to talk about construction trends we are seeing, insurance and risk management issues you may be facing, and our third annual construction event. Listen to this episode of unsuitable to le...
Dec 21, 2020•23 min•Ep. 264
There is so much change happening in the world of HR and safety guidelines every day. It can be a struggle keeping up with everything. Luckily, we have experts like Renee West, Senior Manager and Lead HR Consultant at Rea & Associates , keeping tabs on everything for us. She tells us about some of the updates regarding the FFCRA, what resources are available for employers around new CARES Act guidelines, and how COVID-19 impacts unemployment. Listen to this episode of unsuitable to learn: Up...
Dec 14, 2020•20 min•Ep. 263
It’s been a weird year for just about everyone and everything, the economy included. So, this year’s end-of-year to-do list is a little weird, too. To help us understand what’s different this year and some of the unique opportunities available to us, we sat down with Dee Gray, Client Service Specialist at Rea & Associates . We talk about COVID-19 sick pay and the credits available, as well as W2 reporting, Employee Retention Credit, Social Security deferral options—both employer and employee...
Dec 07, 2020•20 min•Ep. 262
COVID-19 continues to make major impacts especially in government funding. So we sat down with Zac Morris, Principal and Director of Government Services Practice at Rea & Associates , and Ken Richards, Principal at Rea & Associates , to talk about the latest and greatest in government funding and our most recent merger with Kennedy Cottrell Richards (KCR). Listen to this episode of unsuitable to learn: What should businesses be prepared for when it comes to government spending in 2021? T...
Nov 30, 2020•25 min•Ep. 261
As new trends emerge in today’s society, it’s important that industries follow suit. That’s why Don Gregory, Director and Chair of Construction Law Practice at Kegler, Brown, Hill & Ritter, and Mike Madigan, Director at Kegler Brown, are here to share the top trends and issues in the corporate legal industry, as well as what they foresee for 2021. Listen to this episode of unsuitable to learn: The current state of the corporate legal industry Issues in the legal space that might affect your ...
Nov 23, 2020•29 min•Ep. 260
There are a lot of unknowns right now when it comes to the political environment, and that doesn’t help with the uncertainty that surrounds retirement. But there are still things you can control. Chris Hensel, Principal at Investment Partners, joins the show to share insight on how you can calm your financial anxiety about retirement. Listen to this episode of unsuitable to learn: What an investment advisor does and how they can assist you What to do when approaching retirement How to prepare fo...
Nov 16, 2020•22 min•Ep. 259
Finding solutions to reduce the risk of employee injuries can be difficult, especially with the minimal regulations for construction industries. Travis Spagnolo, Certified Safety Specialist at Safex, joins this episode of unsuitable to share a few best practices and stories on how your workplace can prevent serious injury. Listen to this episode of unsuitable to learn: Updates to lockout/tagout requirements Differences in general industry and construction requirements Unique guarding and lockout...
Nov 09, 2020•25 min•Ep. 258
Retirement comes with many ups and downs, but knowing your retirement options and getting the proper assistance can help the ride go smoother. And Kim Veal, Supervisor at Rea & Associates , is here to give insight on what to expect with your retirement plan and how you can receive help. Listen to this episode of unsuitable to learn: What you should know about your retirement plan How to get help What to expect when you’re expecting to retire Learn more about this topic: Read: "Six Practical ...
Nov 02, 2020•22 min•Ep. 257
There is nothing scarier than a tax audit gone wrong to haunt your dreams. Knowing the keys to success or failure may save you time, money, and an audit nightmare. Michaela McGinn, Principal and Director of Assurance Services at Rea & Associates , is here to share a few best practices to help you prevent a tax audit horror story. Listen to this episode of unsuitable to learn: Collaboration pros and cons Filling the communication gap Effective project management Learn more about this topic: R...
Oct 26, 2020•26 min•Ep. 256
States are under pressure and looking for businesses to help bridge the gap. Increased expenses, decreased revenue, and minimal support are a few things that they are battling with. Joe Popp, Principal and Director of SALT Services, is here to give insight on state revenues and departments, tips that could help preserve state business, and what you can do to not be at risk. Listen to this episode of unsuitable to learn: Why states are under so much financial pressure right now What is happening ...
Oct 19, 2020•25 min•Ep. 255
Having a strong foundation is required in anything you build—and that’s no different when you’re working to create a better business. Today, Scott Bechtel, Principal at Rea & Associates, is here to give insight on the construction industry, what he foresees in the future, and how you can create a strong foundation for your business by choosing the right advisor. Listen to this episode of unsuitable to learn: How the construction industry is adapting Where the construction industry is headed ...
Oct 12, 2020•22 min•Ep. 254
As the world becomes more digital, you can be sure that cyber criminals are not slowing down. Today, we celebrate National Cyber Security Awareness Month with Shawn Richardson, Principal and Director of Cybersecurity Services at Rea & Associates, and Conner Mundy, Associate at Rea & Associates, to share the importance of cybersecurity and why you should be implementing these resources into your organization. Listen to this episode of unsuitable to learn: What cybersecurity can do for you...
Oct 05, 2020•22 min•Ep. 253
Industries continue to work towards pre-COVID conditions, and now that we are weathering through this storm we can’t help but look ahead. Brian Kempf, principal at Rea & Associates, shares his experience in the agricultural industry, the current economic impacts, what the industry may look like in the future, and the estate planning and tax considerations you should look at before the election. Listen to this episode of unsuitable to learn: The current state of the agriculture industry Why w...
Sep 28, 2020•23 min•Ep. 252
Working toward normalcy is what we all are striving for, but it may take a little bit longer than we all anticipated - especially if you own and/or manage a restaurant or one of the other small- to mid-sized businesses that were hit especially hard by COVID-19. So, how can you survive economic uncertainty and rebound from the coronavirus crisis? The best place to start is to be proactive, manage your funds, and create new strategies within your business now with an eye to the future - because un...
Sep 21, 2020•28 min•Ep. 251
Businesses and individuals continue to be greatly affected by the lasting impact of COVID-19. But as we take a look at the industries across the board, construction may be one of the few that has had a positive outcome as a result. Today, David Catanese and Jack Kehl Surety from Overmyer Hall Associates share what they foresee for the construction industry and the impact of the current economic uncertainty. Listen to this episode of unsuitable to learn: The potential positive effects of COVID-19...
Sep 14, 2020•23 min•Ep. 250
Searching for business relationships that are right for your organization can be quite the challenge, but understanding your boundaries as a business and creating best practices to follow could be the key to a healthy relationship with your client. On this episode of unsuitable , Mark McKinley, Regional President of West Central Ohio at Rea & Associates is going to share his experience on how to run an effective business and the importance of finding the right consumers for you. Listen to th...
Sep 07, 2020•22 min•Ep. 249
Staying compliant as an employer is more important than ever, but with ever-changing policies, it can be tough to keep up with the government's requirements. As businesses struggle with employee retention and recruitment, it is imperative that you understand the current regulations. Luckily, Renee West, senior manager at Rea & Associates , is going to break down the most recent COVID-19 regulations and best practices for employer retention and recruitment. Listen to this episode of unsuitabl...
Aug 31, 2020•23 min•Ep. 248
With the 2020 elections approaching and the uncertainty of what the future holds for COVID-19, we can expect to see new legislation and tax-related provisions over the next few months. Today, Chris Axene, principal at Rea & Associates , shares some of the decisions we can expect to see from the Supreme Court, as well as some of the questions you should consider asking your CPA during an election year. Listen to this episode of unsuitable to learn: How it will affect you if the Supreme Court ...
Aug 24, 2020•22 min•Ep. 247
Embracing diversity and inclusion in the workplace is one of the many things that can strengthen your company culture (and bottom line), but a lot of employers don’t understand how and when to start taking action. So we invited Desiree Lyon, Human Resource Manager at Rea & Associates, onto the show to teach us about the importance of diversity in the workplace, the impact it has during the recruiting process, and the challenges that organizations and individuals may face along the way. Liste...
Aug 17, 2020•25 min•Ep. 246
