BeansTalk Wed, 29 Jul 2026 15:26:29 -0400 https://beanstalk.buzzsprout.com en-us © 2026 BeansTalk yes 4543f00c-69e4-5324-9dd5-ec95b81e2216 Mauldin & Jenkins episodic false BeansTalk: Where Expertise Meets Opportunity, Mauldin & Jenkins' podcast, where we are sharing and showcasing our areas of expertise through conversations with practice leaders on their knowledge and experience.

]]> Buzzsprout (https://www.buzzsprout.com) Mauldin & Jenkins https://storage.buzzsprout.com/bwm61md0dwlb9eo5882ax2dtg00e?.jpg BeansTalk https://beanstalk.buzzsprout.com Brandon Smith Brent Ullrich The Advisor Advantage: Turning Financial Insight into Action The Advisor Advantage: Turning Financial Insight into Action In this episode of BeansTalk, Brandon Smith sits down with Partner Wendi Berthelot to discuss why CPAs should be more than year-end compliance providers. From business growth and cash flow planning to financing, succession planning, and strategic decision-making, Wendi shares how business leaders can leverage their CPA relationships to navigate challenges, uncover opportunities, and make smarter decisions for long-term success.

About our Guest:
A leader in the Baton Rouge office, Wendi has been with the firm since beginning her professional career in 2003. She takes a hands-on approach to all phases of her engagements to promote client success. Wendi has provided services such as financial and audit reviews, agreed-upon procedures, and various consulting projects. She has worked with privately held companies, real estate clients, nonprofit organizations, and for-profit companies with complex structures and multi-level consolidations.

About our Host:
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

]]> In this episode of BeansTalk, Brandon Smith sits down with Partner Wendi Berthelot to discuss why CPAs should be more than year-end compliance providers. From business growth and cash flow planning to financing, succession planning, and strategic decision-making, Wendi shares how business leaders can leverage their CPA relationships to navigate challenges, uncover opportunities, and make smarter decisions for long-term success.

About our Guest:
A leader in the Baton Rouge office, Wendi has been with the firm since beginning her professional career in 2003. She takes a hands-on approach to all phases of her engagements to promote client success. Wendi has provided services such as financial and audit reviews, agreed-upon procedures, and various consulting projects. She has worked with privately held companies, real estate clients, nonprofit organizations, and for-profit companies with complex structures and multi-level consolidations.

About our Host:
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

]]> Mauldin & Jenkins Buzzsprout-19543470 Wed, 29 Jul 2026 15:00:00 -0400 1793 2 12 full false U.S. Inbound Tax Strategy: Entity Choice, Treaties, and More U.S. Inbound Tax Strategy: Entity Choice, Treaties, and More In this episode, International Tax Counsel William Roberts breaks down the fundamentals of "Inbound 101" for foreign companies looking to invest or expand into the United States. Together, they untangle the complexities of U.S. tax structures, explaining how entity choice, permanent establishment rules, and treaty benefits impact daily operations and profit repatriation. From navigating passive withholding to avoiding real estate pitfalls under FIRPTA, this conversation provides a straightforward roadmap for protecting your global bottom line. 



About our Guest
William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About our Host 
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.


Learn more about our international tax services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> In this episode, International Tax Counsel William Roberts breaks down the fundamentals of "Inbound 101" for foreign companies looking to invest or expand into the United States. Together, they untangle the complexities of U.S. tax structures, explaining how entity choice, permanent establishment rules, and treaty benefits impact daily operations and profit repatriation. From navigating passive withholding to avoiding real estate pitfalls under FIRPTA, this conversation provides a straightforward roadmap for protecting your global bottom line. 



About our Guest
William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About our Host 
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.


Learn more about our international tax services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> Mauldin & Jenkins Buzzsprout-19403480 Wed, 08 Jul 2026 15:00:00 -0400 2396 2 11 full false The CMMC Roundtable: Scoping, Social Engineering, and Success Stories The CMMC Roundtable: Scoping, Social Engineering, and Success Stories This episode provides an objective look into the shifting CMMC landscape as the defense industrial base transitions to rigorous, third-party assessments. Jameson Miller, M&J Partner, and Chris Silvers, owner of CG Silvers Consulting, dissect real-world success stories and critical assessment failures, highlighting major pitfalls like scoping disasters, social engineering gaps, and external service provider blindness. Listeners will walk away with key insights into the technical and cultural realities of compliance, from asset management to employee preparedness.


About Our Guest 
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Guest 
Chris Silvers, CISSP, MBA, is the Founder and Principal Consultant at CG Silvers Consulting, a boutique information security firm based in Atlanta, GA.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Click here to learn more about our technology services: https://www.mjcpa.com/services/consulting-advisory-services/technology-services/

]]> This episode provides an objective look into the shifting CMMC landscape as the defense industrial base transitions to rigorous, third-party assessments. Jameson Miller, M&J Partner, and Chris Silvers, owner of CG Silvers Consulting, dissect real-world success stories and critical assessment failures, highlighting major pitfalls like scoping disasters, social engineering gaps, and external service provider blindness. Listeners will walk away with key insights into the technical and cultural realities of compliance, from asset management to employee preparedness.


About Our Guest 
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Guest 
Chris Silvers, CISSP, MBA, is the Founder and Principal Consultant at CG Silvers Consulting, a boutique information security firm based in Atlanta, GA.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Click here to learn more about our technology services: https://www.mjcpa.com/services/consulting-advisory-services/technology-services/

]]> Mauldin & Jenkins Buzzsprout-19351204 Wed, 17 Jun 2026 16:00:00 -0400 2902 2 10 full false Your Secret Weapon: Strategic Tax Planning for IRS Controversies Your Secret Weapon: Strategic Tax Planning for IRS Controversies In this episode, we break down your ultimate financial shield: strategic tax planning. We move past the initial panic of IRS notices and dive into how forward-thinking tax structures can defuse controversies before they even start—and give you the upper hand if they do. Whether you're a business owner or a high-earning individual, it's time to step up your tax game and start taking control. Tune in to turn tax stress into your secret weapon. 

About Our Guest 
Charlotte Way, JD, LLM, CPA, serves as the firm’s Tax Counsel. Charlotte has extensive experience and success in helping clients manage tax issues and disputes, including IRS and state penalty and collection notices; penalty abatement requests; field and correspondence audit representation; post-audit issue resolution, including representation at appeals, requests for supervisor conferences, and fast-track settlements; Offer In Compromise – Doubt as to Liability; assistance with Taxpayer Advocate Services; research and risk assessment of tax positions before filing a tax return, and other tax compliance issues.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our Tax Controversy services here: https://www.mjcpa.com/services/tax/tax-controversy-resolution/

]]> In this episode, we break down your ultimate financial shield: strategic tax planning. We move past the initial panic of IRS notices and dive into how forward-thinking tax structures can defuse controversies before they even start—and give you the upper hand if they do. Whether you're a business owner or a high-earning individual, it's time to step up your tax game and start taking control. Tune in to turn tax stress into your secret weapon. 

About Our Guest 
Charlotte Way, JD, LLM, CPA, serves as the firm’s Tax Counsel. Charlotte has extensive experience and success in helping clients manage tax issues and disputes, including IRS and state penalty and collection notices; penalty abatement requests; field and correspondence audit representation; post-audit issue resolution, including representation at appeals, requests for supervisor conferences, and fast-track settlements; Offer In Compromise – Doubt as to Liability; assistance with Taxpayer Advocate Services; research and risk assessment of tax positions before filing a tax return, and other tax compliance issues.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our Tax Controversy services here: https://www.mjcpa.com/services/tax/tax-controversy-resolution/

]]> Mauldin & Jenkins Buzzsprout-19241979 Thu, 28 May 2026 13:00:00 -0400 2663 2 9 full false Pillars of Government Transformation: Balancing Risk and Performance Pillars of Government Transformation: Balancing Risk and Performance In this episode, we explore the framework for modernizing state and local government through five key pillars of transformation. The discussion highlights how agencies can optimize human capital and service delivery while replacing inefficient, paper-based workflows with software-driven automation to ensure precision and accountability. Listeners will gain actionable insights on balancing risk and performance to deliver essential public services more effectively in an increasingly digital landscape.

About Our Guest
David Roberts is an experienced public sector consultant with extensive national experience in creating and implementing transformational strategies for improving operations, service delivery models, and stakeholder satisfaction. He possesses a deep understanding of business and relationship development, client delivery, and people development.

About Our Host 
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Governmental Industry services here: https://www.mjcpa.com/industries/governments/

]]> In this episode, we explore the framework for modernizing state and local government through five key pillars of transformation. The discussion highlights how agencies can optimize human capital and service delivery while replacing inefficient, paper-based workflows with software-driven automation to ensure precision and accountability. Listeners will gain actionable insights on balancing risk and performance to deliver essential public services more effectively in an increasingly digital landscape.

About Our Guest
David Roberts is an experienced public sector consultant with extensive national experience in creating and implementing transformational strategies for improving operations, service delivery models, and stakeholder satisfaction. He possesses a deep understanding of business and relationship development, client delivery, and people development.

About Our Host 
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Governmental Industry services here: https://www.mjcpa.com/industries/governments/

]]> Mauldin & Jenkins Buzzsprout-19136184 Wed, 06 May 2026 15:00:00 -0400 2027 2 8 full false The NIL Roadmap: Navigating the Financial Journey of a Student-Athlete The NIL Roadmap: Navigating the Financial Journey of a Student-Athlete This episode reframes NIL earnings as a serious business venture, teaching athletes how to apply their "on-field coachability" to their personal finances. It covers everything from setting up LLCs to building a professional "dream team" of advisors to ensure collegiate success translates into lifelong wealth.


About Our Guest

Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.


About Our Host

Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.


Learn more about our NIL services here: https://www.mjcpa.com/industries/nil-advisory-services/

]]> This episode reframes NIL earnings as a serious business venture, teaching athletes how to apply their "on-field coachability" to their personal finances. It covers everything from setting up LLCs to building a professional "dream team" of advisors to ensure collegiate success translates into lifelong wealth.


About Our Guest

Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.


About Our Host

Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.


Learn more about our NIL services here: https://www.mjcpa.com/industries/nil-advisory-services/

]]> Mauldin & Jenkins Buzzsprout-18959253 Wed, 15 Apr 2026 16:00:00 -0400 2347 2 7 full false The R&D Reset: What It Means for Your Bottom Line The R&D Reset: What It Means for Your Bottom Line Think R&D tax credits are only for high-tech labs? Frank Battaglia joins the latest episode to explain how recent tax law "resets" allow businesses in manufacturing, software, and beyond to claim immediate deductions for U.S.-based innovation. Learn how to stop leaving money on the table and leverage these incentives to boost your bottom line, regardless of your company's size or profitability.


About Our Guest 

Frank specializes in helping clients identify and maximize supportable research and development (R&D) tax credits and other incentive opportunities. He has extensive experience assisting privately held businesses across a variety of industries in capturing valuable tax incentives that support innovation and growth. 


About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 


Learn more about R&D Tax Credits here: https://www.mjcpa.com/services/consulting-advisory-services/research-development-tax-credit/ 

]]> Think R&D tax credits are only for high-tech labs? Frank Battaglia joins the latest episode to explain how recent tax law "resets" allow businesses in manufacturing, software, and beyond to claim immediate deductions for U.S.-based innovation. Learn how to stop leaving money on the table and leverage these incentives to boost your bottom line, regardless of your company's size or profitability.


About Our Guest 

Frank specializes in helping clients identify and maximize supportable research and development (R&D) tax credits and other incentive opportunities. He has extensive experience assisting privately held businesses across a variety of industries in capturing valuable tax incentives that support innovation and growth. 


About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 


Learn more about R&D Tax Credits here: https://www.mjcpa.com/services/consulting-advisory-services/research-development-tax-credit/ 

]]> Mauldin & Jenkins Buzzsprout-18902717 Thu, 26 Mar 2026 09:00:00 -0400 1852 2 6 full false Mastering the Balance: Strategy, Scaling, and Women in Leadership Mastering the Balance: Strategy, Scaling, and Women in Leadership Celebrate Women’s History Month with Kristen Lord as she reveals why financial literacy is the ultimate tool for empowerment in leadership. We discuss the tactical "green lights" for business expansion and how to survive the operational shifts that come with rapid growth. Stay tuned for an honest look at the essential advice Kristen would give her younger self to navigate the intersection of finance, growth, and leadership.

About our guest
Kristen Lord, CPA, is the Chief Operating Officer of Mauldin & Jenkins, LLC. Kristen joined Mauldin & Jenkins in 2006, and focused her career on audits of financial institutions before transitioning to the COO role. Kristen was a 2017 Cobb Young Professionals Next Generation Award nominee and a 2016 Georgia Southern University Alumni 40 Under 40 award recipient. Kristen is a member of Cobb Executive Women and the CPA Firm Management Association. Learn more about Kristen and her expertise here.

About our host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about Brandon and his expertise here.

Learn more about our firm here.

]]> Celebrate Women’s History Month with Kristen Lord as she reveals why financial literacy is the ultimate tool for empowerment in leadership. We discuss the tactical "green lights" for business expansion and how to survive the operational shifts that come with rapid growth. Stay tuned for an honest look at the essential advice Kristen would give her younger self to navigate the intersection of finance, growth, and leadership.

About our guest
Kristen Lord, CPA, is the Chief Operating Officer of Mauldin & Jenkins, LLC. Kristen joined Mauldin & Jenkins in 2006, and focused her career on audits of financial institutions before transitioning to the COO role. Kristen was a 2017 Cobb Young Professionals Next Generation Award nominee and a 2016 Georgia Southern University Alumni 40 Under 40 award recipient. Kristen is a member of Cobb Executive Women and the CPA Firm Management Association. Learn more about Kristen and her expertise here.

About our host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about Brandon and his expertise here.

Learn more about our firm here.

]]> Mauldin & Jenkins Buzzsprout-18815122 Thu, 12 Mar 2026 08:00:00 -0400 1608 2 5 full false Fortifying the Institution: Expert Strategies for Modern Bank Compliance Fortifying the Institution: Expert Strategies for Modern Bank Compliance In this special feature episode, we go beyond the standard regulatory checklist to provide a blueprint for navigating a landmark year in financial oversight. As we move through 2026, the intersection of legacy stability and rapid deregulation has created a complex new environment for financial institutions.

About our Guest 

Emily Dent is a partner with Mauldin & Jenkins and has been with the Firm since 2007. With over twenty years of experience in the financial institutions sector, she has decided to focus primarily on regulatory compliance. In addition to being a CPA, she holds the Certified Regulatory Compliance Manager (CRCM) certification and the Certified Anti-Money Laundering Specialist (CAMS) certification. Learn more about Emily and her expertise here.

About our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about Brandon and his expertise here.

Learn more about our Financial Institution Compliance services here. 

]]> In this special feature episode, we go beyond the standard regulatory checklist to provide a blueprint for navigating a landmark year in financial oversight. As we move through 2026, the intersection of legacy stability and rapid deregulation has created a complex new environment for financial institutions.

About our Guest 

Emily Dent is a partner with Mauldin & Jenkins and has been with the Firm since 2007. With over twenty years of experience in the financial institutions sector, she has decided to focus primarily on regulatory compliance. In addition to being a CPA, she holds the Certified Regulatory Compliance Manager (CRCM) certification and the Certified Anti-Money Laundering Specialist (CAMS) certification. Learn more about Emily and her expertise here.

About our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. Learn more about Brandon and his expertise here.

Learn more about our Financial Institution Compliance services here. 

]]> Mauldin & Jenkins Buzzsprout-18732661 Wed, 25 Feb 2026 13:00:00 -0500 2305 2 4 full false Going Global: Tax & Compliance Considerations for U.S. Businesses Overseas Going Global: Tax & Compliance Considerations for U.S. Businesses Overseas Thinking about expanding your business beyond U.S. borders? In this episode, we explore the key tax and compliance challenges that U.S.-based companies face when operating internationally. From foreign tax obligations and reporting requirements to navigating international trade laws and local regulations, our experts break down what businesses need to know to stay compliant and competitive abroad. Whether you're just starting to explore global markets or already operating overseas, this episode is packed with practical insights to help you avoid costly mistakes.

About Our Guest
William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> Thinking about expanding your business beyond U.S. borders? In this episode, we explore the key tax and compliance challenges that U.S.-based companies face when operating internationally. From foreign tax obligations and reporting requirements to navigating international trade laws and local regulations, our experts break down what businesses need to know to stay compliant and competitive abroad. Whether you're just starting to explore global markets or already operating overseas, this episode is packed with practical insights to help you avoid costly mistakes.

About Our Guest
William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> Mauldin & Jenkins Buzzsprout-18649033 Wed, 11 Feb 2026 10:00:00 -0500 2171 2 3 full false Commercial Lending Trends: Balancing Growth with Risk Discipline Commercial Lending Trends: Balancing Growth with Risk Discipline As the economic landscape continues to shift, financial institutions face a high-stakes balancing act: capturing market share without compromising credit quality. In this special edition episode, Brandon Smith and Jay Lucas dive into the current state of commercial lending and explore how top-tier lenders are navigating the tension between aggressive growth and rigorous risk discipline.

About Our Guest
Jay Lucas has over 25 years of experience in the financial services industry, where he has gained extensive knowledge in Risk Management, Commercial Lending, SBA Compliance, and has performed billions of dollars in annual commercial credit reviews for Community and Regional Institutions. During the great recession, Jay worked as a contract Investigations Manager for the FDIC, where he performed in-depth financial investigations and expert loan reviews for both bank and regulatory violations.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Learn more about our Financial Institution Credit Review services here: https://www.mjcpa.com/financial-institution-credit-review-services/ and Financial Institution Compliance services here: https://www.mjcpa.com/services/consulting-advisory-services/financial-institution-compliance-services/

]]> As the economic landscape continues to shift, financial institutions face a high-stakes balancing act: capturing market share without compromising credit quality. In this special edition episode, Brandon Smith and Jay Lucas dive into the current state of commercial lending and explore how top-tier lenders are navigating the tension between aggressive growth and rigorous risk discipline.

About Our Guest
Jay Lucas has over 25 years of experience in the financial services industry, where he has gained extensive knowledge in Risk Management, Commercial Lending, SBA Compliance, and has performed billions of dollars in annual commercial credit reviews for Community and Regional Institutions. During the great recession, Jay worked as a contract Investigations Manager for the FDIC, where he performed in-depth financial investigations and expert loan reviews for both bank and regulatory violations.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Learn more about our Financial Institution Credit Review services here: https://www.mjcpa.com/financial-institution-credit-review-services/ and Financial Institution Compliance services here: https://www.mjcpa.com/services/consulting-advisory-services/financial-institution-compliance-services/

]]> Mauldin & Jenkins Buzzsprout-18571274 Wed, 28 Jan 2026 11:00:00 -0500 1830 2 2 full false Diving Deeper into Nexus: The Tax Risk You Didn’t Know You Had Diving Deeper into Nexus: The Tax Risk You Didn’t Know You Had Think you’re safe from out-of-state tax obligations? Think again. In this episode, we dive deep into the concept of tax nexus, what it is, how it's triggered, and why it’s one of the most overlooked compliance risks for businesses operating across state lines. Learn how remote work, e-commerce, and digital services might be creating unexpected tax liabilities, and what steps you can take to stay ahead of the curve.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax. 

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our Specialty Taxation services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

]]> Think you’re safe from out-of-state tax obligations? Think again. In this episode, we dive deep into the concept of tax nexus, what it is, how it's triggered, and why it’s one of the most overlooked compliance risks for businesses operating across state lines. Learn how remote work, e-commerce, and digital services might be creating unexpected tax liabilities, and what steps you can take to stay ahead of the curve.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax. 

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our Specialty Taxation services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

]]> Mauldin & Jenkins Buzzsprout-18371810 Wed, 07 Jan 2026 16:00:00 -0500 1810 2 1 full false Building Wealth with Intention: When to Start, What to Know, and Where the Industry Is Headed Building Wealth with Intention: When to Start, What to Know, and Where the Industry Is Headed In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.

About Our Guests

Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.

About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Learn more about our Tax & Estate Planning services here: https://www.mjcpa.com/industries/tax-and-estate-planning/

]]> In this episode, we move beyond the buzzwords to explore what it truly means to build wealth with intention. Whether you are just starting your financial journey or looking to pivot your strategy, this conversation covers the critical roadmap you need.

About Our Guests

Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

Don is co-founder/owner of Guardian Wealth and acts as principal investment advisor. He is also the Vision & Behavioral Coach to Guardian’s client-family. Don’s effectiveness in helping clients reach their goals is powered by a successful career as the owner of a CPA firm that also specialized in financial planning and small business consulting.

About Our Host

Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader. 

Learn more about our Tax & Estate Planning services here: https://www.mjcpa.com/industries/tax-and-estate-planning/

]]> Mauldin & Jenkins Buzzsprout-18288079 Wed, 03 Dec 2025 14:00:00 -0500 2553 1 12 full false Actionable Insights: Federal, SALT, and International Tax Planning to Avoid Year-End Surprises Actionable Insights: Federal, SALT, and International Tax Planning to Avoid Year-End Surprises Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance.

About Our Guests
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax. 

William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> Year-end planning is more complex than ever. In this episode, our professionals break down the implications of the Big Beautiful Bill Act on your business, focusing on Federal, SALT (State and Local), and International Tax compliance.

About Our Guests
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax. 

William Roberts is the International Tax Counsel with Mauldin & Jenkins, LLC. He has over 20 years of tax experience, primarily focused on International taxation. He specializes in directing and implementing diverse global outbound and inbound tax strategies, compliance and reporting initiatives, for large and middle-market companies.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our International Taxation services here: https://www.mjcpa.com/services/tax/international-taxation/

]]> Mauldin & Jenkins Buzzsprout-18178449 Thu, 13 Nov 2025 09:00:00 -0500 2418 1 11 full false Beyond the Deal: Financial Guidance for Student-Athletes in the NIL Era Beyond the Deal: Financial Guidance for Student-Athletes in the NIL Era In this episode, we sit down with members of our NIL Advisory Team to explore why comprehensive guidance is essential for student-athletes and their families. From clearing up common misconceptions to highlighting overlooked opportunities, we discuss how education, financial literacy, and long-term planning can make all the difference. Whether you're a parent, coach, or athlete, this conversation offers valuable insights into managing NIL the right way.

About Our Guest
Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our NIL (Name, Image, and Likeness) services here: https://www.mjcpa.com/industries/nil-advisory-services/

]]> In this episode, we sit down with members of our NIL Advisory Team to explore why comprehensive guidance is essential for student-athletes and their families. From clearing up common misconceptions to highlighting overlooked opportunities, we discuss how education, financial literacy, and long-term planning can make all the difference. Whether you're a parent, coach, or athlete, this conversation offers valuable insights into managing NIL the right way.

About Our Guest
Doug Moses is a Partner with over 25 years of experience. He specializes in audits of governmental entities, primarily cities, counties, school districts, state agencies, and special purpose entities. Doug is also a member and current chair of the Firm’s Executive Committee, which governs the actions and direction of the Firm and serves as a member of the Firm’s Advisory Committee.

About Our Host
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

Learn more about our NIL (Name, Image, and Likeness) services here: https://www.mjcpa.com/industries/nil-advisory-services/

]]> Mauldin & Jenkins Buzzsprout-18051824 Wed, 22 Oct 2025 16:00:00 -0400 1831 1 10 full false Accounting for CMMC: Controls, Costs & Compliance Accounting for CMMC: Controls, Costs & Compliance In this episode, we break down the Cybersecurity Maturity Model Certification (CMMC) and its growing impact on government contractors and suppliers. Join us as we explore what the CMMC framework means for your organization, how to interpret its controls, estimate compliance costs, and integrate it into your financial and risk management strategy. Whether you're preparing for an assessment or just starting your compliance journey, this conversation is packed with practical insights and expert guidance.

About Our Guest
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Cybersecurity Maturity Model Certification (CMMC) services here: https://www.mjcpa.com/services/consulting-advisory-services/cybersecurity-maturity-model-certification-cmmc/ and other Technology services here: https://www.mjcpa.com/services/consulting-advisory-services/technology-services/

]]> In this episode, we break down the Cybersecurity Maturity Model Certification (CMMC) and its growing impact on government contractors and suppliers. Join us as we explore what the CMMC framework means for your organization, how to interpret its controls, estimate compliance costs, and integrate it into your financial and risk management strategy. Whether you're preparing for an assessment or just starting your compliance journey, this conversation is packed with practical insights and expert guidance.

About Our Guest
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office. He performs information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Cybersecurity Maturity Model Certification (CMMC) services here: https://www.mjcpa.com/services/consulting-advisory-services/cybersecurity-maturity-model-certification-cmmc/ and other Technology services here: https://www.mjcpa.com/services/consulting-advisory-services/technology-services/

]]> Mauldin & Jenkins Buzzsprout-17934633 Thu, 02 Oct 2025 08:00:00 -0400 2272 1 9 full false Beyond the Report: CFO Insights for Strategic Growth Beyond the Report: CFO Insights for Strategic Growth In this episode, Robert Stephens breaks down how to turn financial data into an actionable business strategy. This episode explores how to go beyond surface-level reports to uncover insights that drive smarter decisions, stronger forecasting, and long-term growth. Whether you're scaling a startup or leading an established business, this conversation will help you use your numbers as a tool, not just a report card.

About Our Guest
Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations. 

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Outsourced Accounting and CFO services here: https://www.mjcpa.com/services/consulting-advisory-services/outsourced-accounting-and-cfo-services/

]]> In this episode, Robert Stephens breaks down how to turn financial data into an actionable business strategy. This episode explores how to go beyond surface-level reports to uncover insights that drive smarter decisions, stronger forecasting, and long-term growth. Whether you're scaling a startup or leading an established business, this conversation will help you use your numbers as a tool, not just a report card.

About Our Guest
Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations. 

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Outsourced Accounting and CFO services here: https://www.mjcpa.com/services/consulting-advisory-services/outsourced-accounting-and-cfo-services/

]]> Mauldin & Jenkins Buzzsprout-17807841 Wed, 10 Sep 2025 09:00:00 -0400 1534 1 8 full false Purpose Meets Profit: Lessons from the Nonprofit World for Business Growth Purpose Meets Profit: Lessons from the Nonprofit World for Business Growth In this episode, Brandon Smith and Aleisa Howell explore what the nonprofit world can teach us about redefining success beyond just revenue and margins. Aleisa shares surprising insights on how impact-focused metrics, mission-aligned financial strategies, and values-driven leadership can unlock sustainable business growth. Whether you're a business owner or leader, you'll walk away with practical ways to measure what truly matters without sacrificing profitability.

About Our Guest
Aleisa Howell is a Partner with Mauldin & Jenkins, LLC, who specializes in the not-for-profit and governmental practice. She serves on the Georgia Society of CPA's Not-For-Profit Task Force and as a technical reviewer and committee member for the National Government Finance Officers Association (GFOA) in the CAFR certificate of excellence in financial reporting program.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Nonprofit services here: https://www.mjcpa.com/industries/nonprofits/

]]> In this episode, Brandon Smith and Aleisa Howell explore what the nonprofit world can teach us about redefining success beyond just revenue and margins. Aleisa shares surprising insights on how impact-focused metrics, mission-aligned financial strategies, and values-driven leadership can unlock sustainable business growth. Whether you're a business owner or leader, you'll walk away with practical ways to measure what truly matters without sacrificing profitability.

About Our Guest
Aleisa Howell is a Partner with Mauldin & Jenkins, LLC, who specializes in the not-for-profit and governmental practice. She serves on the Georgia Society of CPA's Not-For-Profit Task Force and as a technical reviewer and committee member for the National Government Finance Officers Association (GFOA) in the CAFR certificate of excellence in financial reporting program.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Nonprofit services here: https://www.mjcpa.com/industries/nonprofits/

]]> Mauldin & Jenkins Buzzsprout-17703947 Wed, 20 Aug 2025 09:00:00 -0400 2284 1 7 full false Beyond the Return: How Tax Law, AI, and the IRS Are Reshaping Business Strategy Beyond the Return: How Tax Law, AI, and the IRS Are Reshaping Business Strategy Explore how evolving tax laws, cutting-edge AI, and a modernizing IRS are transforming business strategy. "Beyond the Return" goes past compliance to uncover the tools, trends, and insights shaping the future of finance and decision-making—including the sweeping implications of The One Big Beautiful Bill Act.

About Our Guest
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Strategic Tax services here: https://www.mjcpa.com/services/consulting-advisory-services/strategic-tax-services/

]]> Explore how evolving tax laws, cutting-edge AI, and a modernizing IRS are transforming business strategy. "Beyond the Return" goes past compliance to uncover the tools, trends, and insights shaping the future of finance and decision-making—including the sweeping implications of The One Big Beautiful Bill Act.

About Our Guest
Brent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Strategic Tax services here: https://www.mjcpa.com/services/consulting-advisory-services/strategic-tax-services/

]]> Mauldin & Jenkins Buzzsprout-17591210 Sun, 03 Aug 2025 16:00:00 -0400 1675 1 6 full true Exploring the World of State and Local Tax: From Nexus to Credits Exploring the World of State and Local Tax: From Nexus to Credits In this episode, we get a glimpse into the world of state and local taxes, breaking down the key concepts that every business owner and taxpayer should understand. From navigating nexus and determining tax obligations to leveraging tax credits and incentives, we cover it all.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our tax consulting & advisory services here: https://www.mjcpa.com/services/tax/tax-consulting-advisory-services/ and specialty tax services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

]]> In this episode, we get a glimpse into the world of state and local taxes, breaking down the key concepts that every business owner and taxpayer should understand. From navigating nexus and determining tax obligations to leveraging tax credits and incentives, we cover it all.

About Our Guest
Jeff Dorris, CPA, is a Partner who leads our specialty tax practice and specializes in consulting and advisory services in all aspects of state taxation, including income, franchise, and sales and use tax.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our tax consulting & advisory services here: https://www.mjcpa.com/services/tax/tax-consulting-advisory-services/ and specialty tax services here: https://www.mjcpa.com/services/consulting-advisory-services/specialty-tax/

]]> Mauldin & Jenkins Buzzsprout-17013698 Mon, 21 Apr 2025 10:00:00 -0400 2163 1 3 full false Cybersecurity Landscape: Balancing Technology & Risk Cybersecurity Landscape: Balancing Technology & Risk How do emerging technologies impact cybersecurity? In this episode, we’ll explore the risks organizations face and share expert insights on minimizing exposure, strengthening defenses, and staying ahead in today’s digital world.

About Our Guest
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office and has been with the Firm since 2006. He has experience performing information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our cybersecurity examination services here: https://www.mjcpa.com/services/consulting-advisory-services/link-pageit-cybersecurity/ and SOC reporting services here: https://www.mjcpa.com/services/consulting-advisory-services/system-and-organization-controls-soc-reporting/

]]> How do emerging technologies impact cybersecurity? In this episode, we’ll explore the risks organizations face and share expert insights on minimizing exposure, strengthening defenses, and staying ahead in today’s digital world.

About Our Guest
Jameson Miller, CPA, CISA, CISSP, CCP, CCA, is a Partner in the Chattanooga, TN, office and has been with the Firm since 2006. He has experience performing information systems regulatory compliance and framework reviews, System and Organization Controls (SOC 1, 2 and 3) Examinations, and cybersecurity assessments for information systems.

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our cybersecurity examination services here: https://www.mjcpa.com/services/consulting-advisory-services/link-pageit-cybersecurity/ and SOC reporting services here: https://www.mjcpa.com/services/consulting-advisory-services/system-and-organization-controls-soc-reporting/

]]> Mauldin & Jenkins Buzzsprout-16930833 Mon, 21 Apr 2025 10:00:00 -0400 1617 1 2 full false Navigating Growth: The Power of Outsourced CFO Services Navigating Growth: The Power of Outsourced CFO Services In this episode, we’ll uncover the advantages of outsourced accounting services. Hear from industry experts about how these solutions can lead to improved financial decision-making and drive operational efficiency.

About Our Guest
Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations. 

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Outsourced Accounting and CFO Services here: https://www.mjcpa.com/services/consulting-advisory-services/outsourced-accounting-and-cfo-services/

]]> In this episode, we’ll uncover the advantages of outsourced accounting services. Hear from industry experts about how these solutions can lead to improved financial decision-making and drive operational efficiency.

About Our Guest
Robert Stephens, CPA, is a Partner with Mauldin & Jenkins in the Atlanta office. He brings 30+ years of fractional Chief Financial Officer experience to growing privately held businesses and non-profit organizations. 

About Our Host
Brandon Smith, CPA, is a Partner based in the Atlanta office and the Advisory Practice Leader.

Learn more about our Outsourced Accounting and CFO Services here: https://www.mjcpa.com/services/consulting-advisory-services/outsourced-accounting-and-cfo-services/

]]> Mauldin & Jenkins Buzzsprout-16930739 Tue, 15 Apr 2025 16:00:00 -0400 1466 1 1 full false