Video Gallery

Explore our video gallery and get insights on everything from retirement planning and wealth management strategies to 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!

 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.