Podcasts

James Graff, CPA, is a partner at Margolin, Winer, and Evens LLP. His practice includes providing auditing, tax and management advisory services to clients in various industries, including real estate, professional services, manufacturing and distribution.

Susan Jacobini Harrington, CPA, is a partner at Margolin, Winer, and Evens LLP. She is a mergers and acquisitions expert with more than three decades of broad-based business and tax experience across diverse industries.

Lance Christensen is a partner in the tax department at Margolin, Winer, and Evens LLP.

Kevin Kenney is chief growth officer at BioIQ, a healthcare technology company.

Kate Dore serves as FPA of Middle Tennessee’s director of public relations and founder of CashvilleSkyline.com.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

To qualify for tax credits, an employer must have a written policy that provides at least two weeks of paid leave for employees.

Ruth Wimer is a partner at Winston & Strawn LLP. She has experience advising clients on complex compensation tax issues, including reporting and withholding.

Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.

Companies should build a culture of tolerance, educate employees so they can challenge misconceptions and offer benefits that make seeking care convenient and private.