Video Gallery

Explore our video gallery and get insights on everything from retirement planning and wealth management strategies to the new lease accounting standard, tax credits, SOC reporting, PCI DSS, and Intelligent Process Automation (IPA). We add new videos all the time, so check back often – or subscribe to receive updates!

 

The New Lease Accounting Standard - What You Need to Know

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The new lease accounting standard is a hot topic – going into effect for most private organizations on January 1, 2022. But early adopters are finding they’re putting more leases on the books than anticipated.

In this short video, accounting and assurance industry thought leaders Tom Groskopf and Matt Rosen cover key aspects of the new lease accounting standard – and why starting now may be important for achieving your desired outcome.

CPA Advantage Series #4 | Retirement Planning

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Whether you’re thinking about selling your business, planning for its succession, or planning your retirement from a public or privately-held company, it’s critical to have a full-picture perspective not only on maximizing your investment returns, but also on off-setting taxes from future gains. A CPA/PFS can give you the best of both worlds – and help you ensure you have the retirement you want.

The CPA Advantage #3 | A Streamlined Big Picture

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How can combining your investment strategy with tax planning maximize your results and increase your return on investment? Personal financial specialists Beth Germann and Andy Bertke talk through the finer points of why it’s important to have a holistic view of your overall financial picture.

The CPA Advantage #2 | Tax Return Insights

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What financial opportunities might be hiding in your tax return? When your investment advisor is also a Personal Financial Specialist (PFS) and a CPA, that elevated body of knowledge can help you find new tax advantages – and ensure you’re making the most of your financial opportunities.

In part 2 of our CPA Advantage series, CPA/PFS pros Beth Germann and Andy Bertke break down some key opportunities you could be missing.

What's a Personal Financial Specialist (PFS)? | The CPA Advantage #1

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What, exactly, is a Personal Financial Specialist (PFS), and how can you leverage their skills and expertise to maximize your investment returns while minimizing your tax burden?

In the first of our new video series, Barnes Dennig PFS professionals Andy Bertke and Beth Germann explain what a PFS does, and how they differ from traditional brokers or other investment advisors.

The Future of Distribution in a Post-Pandemic, Digitally Transformed World | Event Teaser

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Distributors stepped up during the pandemic to help their customers survive – and created new and improved customer experiences at the same time. Industry thought leader and Network for Business Innovation CEO Mark Dancer explores key trends and what lies ahead for the industry in this short event teaser. You can register for the full event (or watch on-demand after September 28th) at barnesdennig.com.

2021 Manufacturing Compensation & Benefits Study Highlights

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How do your compensation and benefits measure up against your competitors? Are there key strategies for attracting and retaining talent you’re missing out on? What does the future hold for manufacturers in our region? Get the answers to these questions and more as we reveal the findings of our latest manufacturing industry compensation and benefits study.

Form 990 - Non-Profit Tax Filing Tips

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A Form 990 may seem like a simple thing for a non-profit organization – but there’s some strategy involved. When it’s done well, it also creates a great opportunity to tell your organization’s story and even attract new donors and grantors.

State & Local Tax Check-Up - Common Compliance Issues and How to Avoid Them

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The explosive growth of e-commerce is great for your bottom line – but it might create sales tax compliance issues as well. Barnes Dennig state and local tax experts Dave Walls and Ryan Lauer explore some of the most common sales tax compliance issues – and how you can avoid them.

HECVAT - What It Is and Why It Matters

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What is HECVAT and what does it mean for you? If you’re doing business in the higher education market, here’s what you need to know – and how it aligns with your SOC report. Barnes Dennig Director and SOC practice leader Robert Ramsay talks with Senior Manager Bryan Gayhart in this short video.

Planning for Proposed Tax Changes 2021

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What are the proposed tax changes, and what might they mean for you and your tax-planning strategies? Barnes Dennig tax pros Beth Germann and Michael Caldwell outline the basics, along with important considerations and items to explore with your financial advisor.

Preparing for Your First EBP Audit

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What do you need to know to be ready for your first employee benefit plan (EBP) audit? What are common mistakes and watch-outs? And what’s the 80-120 rule again? Barnes Dennig EBP Audit professionals unpack critical elements of first-time EBP audits. If you have questions about your first EBP Audit or need to get started, contact the Barnes Dennig EBP Audit team!

Intelligent Process Automation - What It Is and Why It Matters for Your Business

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When you find yourself thinking “there’s got to be a better way,” chances are you’re looking at a process that intelligent process automation (IPA) can address – freeing up time and resources, enabling better, faster business decisions, and creating new opportunities to enhance your bottom-line business results. 

The New Tax Credits

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How do the new tax credits work, and how can they help you build a strong foundation for the future? In this webinar excerpt, Barnes Dennig Director and COVID-19 Advisory Team leader Andy Bertke covers some of the highlights.

SOC 3 Reports - What They Are and How to Use Them

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What’s a SOC 3 report, and how is it different than a SOC 1 or SOC 2 report? Why isn’t there a “light” version of a SOC 3 report? And why are SOC report types numbered? Barnes Dennig SOC reporting practice leader and Director Robert Ramsay talks with SOC reporting team member Ike Hedges about these questions and more in our latest SOC reporting series video.

6 Key Requirements of PCI DSS

What are the 6 key requirements of PCI DSS? Barnes Dennig’s Zachary Riggs unpacks them in this short clip.

Intelligent Process Automation - Making Better Business Decisions, Faster

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When you find yourself thinking “there’s got to be a better way,” chances are you’re looking at a process that intelligent process automation (IPA) can address.

Manufacturing Compensation & Benefits Study 2021

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How do your compensation and benefits measure up against your competitors in Ohio, Kentucky, and Indiana? Are there key strategies for attracting and retaining talent you’re missing out on? 

Construction Industry Outlook 2021

Construction industry thought leader and FMI Managing Director, Research Jay Bowman talks with Barnes Dennig Construction Director and practice leader Eric Goodman about key industry trends for 2021 – and how to create a plan.

PPP Loan Second Draw

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Will your business or organization qualify for a second draw Paycheck Protection Program (PPP) Loan? Barnes Dennig COVID-19 Advisory Team leaders Cheryl Ganim and Andy Bertke break down key components of the new legislation and what it could mean for you.

Making the Most of Opportunities - Depreciation & GAAP

An in-depth understanding of depreciation and Generally Accepted Accounting Principles (GAAP) is critical for making the most of your potential tax advantages – especially for the manufacturing industry.

International Tax Penalties and How to Avoid Them

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International tax penalties can be steep, ranging from $10,000 – $25,000 per form, and they add up quickly. Barnes Dennig International Tax practice Senior Manager Lauren Huster and Tax Manager Michael O’Hara explore the multiple ways taxpayers can get into trouble with international tax, how to ensure compliance, and avoid steep tax penalties for international tax issues.

M&A Master Class Session 6

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In the sixth and final session of this mergers & acquisitions master class, M&A expert Dino Lucarelli breaks down due diligence – what it really means, who you need on your team to get a 360-degree view of the business, and how Quality of Earnings works.

Transfer Pricing - What You Need to Know

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If your business is selling internationally, it’s critical you have a handle on transfer pricing – incorrect handling can result in huge fines and penalties (Coca-Cola was recently assessed a $3 billion dollar tax bill due to transfer pricing issues).

How to Fund Long-Term Care with Life Insurance

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While you may be concerned about retirement community living and the impact to your finances, the reality is that much more is spent on in-home care. In this short video, Barnes Dennig Wealth Management practice leader and Director George Sparks outlines how a life insurance policy with a cash-surrender value can be converted to cover the costs of long-term care.

M&A Master Class Session 5 - Financing Options for Buying a Business

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From angel investors to private equity to bank loans and mezzanine financing, M&A game-changer Dino Lucarelli, CPA, explores your options for financing the buying of a business – and the advantages and disadvantages of each. Here’s what it really takes to buy a business, and what you need to know to succeed.

The Risk of Ransomware - And How to Fight Back

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Ransomware is a rapidly growing threat, and hackers are exploiting new vulnerabilities brought on by the increased stresses of the global pandemic. Get the basics about ransomware attacks and key strategies for preventing them in this Ask the Experts discussion between cybersecurity practice leader Robert Ramsay and intelligent process automation practice leader Mark Wurtenberger.

Cash Balance Plan

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Smart retirement planning strategies for closely-held businesses may include a cash balance plan – an approach that enables owners and family members to rapidly accumulate retirement savings while increasing the amount contributed to employee retirement plans and generating additional cash flow for the business.

M&A Master Class Session 4 Valuation Overview

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In the fourth session of this engaging and informative series, mergers and acquisitions professional Dino Lucarelli, CPA, covers business valuation – the techniques, formulas, and where many valuations go astray.

PPP Loan Accounting for Manufacturers

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Manufacturing practice leader and Barnes Dennig Director Chad Martin talks about PPP loan forgiveness for manufacturers with Nick Pennekamp, senior associate and member of Barnes Dennig’s COVID-19 Advisory team.

M&A Master Class Session 3 - Cost of Capital

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In the third segment of this master class on mergers and acquisitions from renowned expert Dino Lucarelli, CPA, we take a look at the cost of capital and net present value analysis (NPV). Get insights into expected return on investment, how to measure, and when to say yes or no to a deal.

M&A Master Class Session 2 - Deal Structure Options

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In the second installment of this unique master class from renowned mergers & acquisitions expert and MBA finance professor Dino Lucarelli, CPA deep-dives into deal structures, including stock versus asset deals, tax implications, warranties and representations, and escrows, earn outs and seller financing.

M&A Master Class Session 1 - How the Deal Process Works

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If you’re considering buying (or selling) a business, there may never have been a better time – believe it or not. But for optimal results, you’ve got to have an in-depth understanding of the process.

Financial Diversification | Barnes Dennig Ask the Experts

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You may think your financial portfolio is well-diversified – but is it really? In this short video, Barnes Dennig Wealth Management practice leader and Director George Sparks talks through key strategies on how to tell – and the importance of knowing what you own and why you own it.

2020 Year-End Tax Planning Strategies

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Some smart planning in these final months of the year could significantly reduce your 2020 tax bill. Barnes Dennig Manager Mark Hamad breaks down key strategies, from Roth IRA conversions to Health Savings Plans to charitable donation strategies.

Retirement Planning for Business Owners

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Take a quick look at how owners of closely-held businesses can up their retirement planning game and be more generous to employees at the same time – as well as some key thought-starters on business transition at retirement. Barnes Dennig Wealth Management practice leader and Director George Sparks continues sharing smart strategies and innovative insights to create a retirement game plan that works for you and your family.

Caring for Our Clients

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Beyond simply preparing your tax return, your CPA should be providing you with ideas and insights to minimize your tax burden and help you achieve your financial goals. Barnes Dennig Wealth Management practice leader and Director George Sparks gives a quick overview of how Barnes Dennig cares for our clients.

Planning for a Successful Retirement

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What steps do you need to take to achieve a comfortable lifestyle in retirement? In this short Ask the Experts video, Barnes Dennig Wealth Management Director and practice leader George Sparks breaks down the major components – and how to ensure they’re all working together.

Work-Life Balance at Barnes Dennig

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Finding true work-life balance can be a challenge. Barnes Dennig Talent Director Kevin Dawson breaks down what makes it a reality at Barnes Dennig – so you can serve great clients, do great work, and then go home and live your life. If you’re looking for the right way to start or grow your career, find your fit at Barnes Dennig. Explore career opportunities including internships on our careers site!

Grow Your Career at Your Own Pace at Barnes Dennig

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Take control of your accounting career and advance at your own pace – speed up or slow down as your life circumstances evolve. From day one, you’ll have the training, tools, and technology to be successful. Talent Director Kevin Dawson shares what makes the Barnes Dennig career experience unique in this short video.

SOC 2 and SOC Plus

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SOC Reporting practice leader and Barnes Dennig Director Robert Ramsay gives an overview of SOC 2 and SOC 2 Plus reporting, including highlights of major frameworks across industries and data types including cybersecurity, cloud computing, HIPAA’s HITRUST framework, and the US Department of Defense’s Cybersecurity Maturity Model Certification (CMMA).

Barnes Dennig Careers | Responding to COVID-19

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Barnes Dennig was among the first to respond to the global COVID-19 pandemic – as leadership realized everyone would need to do their part to stop the spread. In this short video, Talent Director Kevin Dawson outlines how the firm responded, and how strategic investments in advanced technology enabled a seamless transition to remote working at the height of the busy tax season. Explore career opportunities and find your fit!

Great Opportunities & Work-Life Balance

In this short video, Talent Director Kevin Dawson shares insights on what makes Barnes Dennig a great place to work – and why we’re a ten-time Top Workplaces award winner (Enquirer).

Tax Managed Accounts Offset Capital Gains from Selling a Business

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Small business owners may be looking forward to the day they sell their business – but not to the capital gains tax liability the sale incurs. In this short video, Barnes Dennig Director and Wealth Management practice leader George Sparks shows how a tax-managed account can offset thousands of dollars of capital gains. If you’re thinking of selling your business, don’t miss this – and visit barnesdennig.com to learn more.

SOC Readiness Assessments

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National SOC reporting practice leader and Barnes Dennig director Robert Ramsay gives insights into SOC reporting readiness assessments – what they are, how they differ from a gap analysis, and how they work. Find out more!

Why Barnes Dennig?

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Why choose Barnes Dennig for the next step in your career? Whether you’re an intern, a recent graduate, or an experienced professional, Barnes Dennig opens new doors and creates great opportunity for career growth. Managing Director Jay Rammes talks about the firm’s commitment to team, to clients, and to community. Explore the infinite possibilities for your future!

SOC Reporting

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Barnes Dennig Director and SOC reporting national practice leader Robert Ramsay and Manager Beth Germann explain system and organization controls (SOC) reports – what they are, when they’re needed, and how they work.