The Balance Sheet Breakdown

About The Balance Sheet Breakdown

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.

Publisher

WilkinGuttenplan

Category

business

Language

en

Explicit

No

First episode

6 Oct 2022

Latest episode

6 Jan 2026

Latest episodes

36 episodes in the feed.

1. 

   6 Jan 2026

   Going Global: The Must-Know Rules of International Expansion

   In this episode, we discuss what business owners should consider when expanding into global markets, from testing international demand and protecting intellectual property to structuring operations for tax efficiency both in the U.S. and abroad. WG Shareholder, Vinay Navani, shares practical guidance to help companies evaluate opportunities, manage risk, and avoid costly mistakes as they scale. If global growth is part of your 2026 strategy, this episode offers a clear starting point for smart, confident planning.

2. 

   29 Sept 2025

   Audit Readiness: Best Practices for Employee Benefit Plans

   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 common compliance pitfalls so plans stay strong and audit-ready.

3. 

   2 Sept 2025

   One Big Beautiful Bill Explained: What the New Tax Law Means for Businesses and Investors

   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 planning.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

36,939

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

11

Social presence

0

YouTube

76

Engagement

68

Contact The Balance Sheet Breakdown

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.