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Future-Focused Advisory

WilkinGuttenplan

Future-Focused Advisory is the go-to podcast where seasoned accountants deliver high-impact financial insights and strategic guidance that empower business owners, professionals, and individuals to manage wealth and make confident decisions.

PublishesTwice monthlyEpisodes35Founded2 years ago
Number of ListenersCategory
Business

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Latest Episodes

In this episode, we break down what plan sponsors need to know about employee benefit plan audits and year-round fiduciary best practices, including investment reviews, committee governance, monitoring service providers, cybersecurity, and avoiding c... more

In this episode, we break down recent tax changes, including the permanence of certain TCJA rules, the return of 100% bonus depreciation, Section 1202 expansion, SALT cap updates, and the estate tax exemption, and what they mean for long-term plannin... more

In this episode, Manager Juan Arana, CPA, joins host Chris Frederick, CPA, to explore how financial planning and analysis (FP&A) helps business owners boost revenue, cut costs, and drive profitability, plus how to build a successful strategy in your ... more

In part two of our M&A Essentials series, host ⁠⁠⁠Chris Frederick, CPA⁠⁠⁠, and Shareholder ⁠⁠⁠Karen Artasanchez, CPA, MST,⁠⁠⁠ dive into the critical role of due diligence. It’s the make-or-break stage of any M&A deal—giving buyers the chance to verif... more

In part one, host Chris Frederick, CPA, and shareholder Karen Artasanchez, CPA, MST, explore what drives a company’s valuation, uncovering what investors and acquirers look for and how you can shape your business to increase its value.

Most business owners will eventually face the same question: what’s next? Our latest podcast episode with host Chris Frederick, CPA and guest Bill McDevitt, CPA, CVA dives into the essentials of business succession planning and how the right plan can... more

In the powerful conclusion of our two-part series, expert Christine Pronek, CPA, MST, dives deeper into advanced estate planning tools that help safeguard wealth for future generations. From asset-protection trusts to charitable strategies and testam... more

Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential steps to protect your legacy and plan for the future.

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Which podcasts are similar to Future-Focused Advisory?

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1. The Journal.
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Daily
4. This American Life
5. Apple News Today

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Future-Focused Advisory launched 2 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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