Bennett Thrasher Presents: Beyond The Ledger

Explore “Beyond the Ledger,” Bennett Thrasher’s podcast where advisors and industry leaders look past the numbers to uncover the strategies, risks, and opportunities shaping today’s businesses. Each episode delivers timely insights across tax, advisory, and technology to help provide clarity through confident advisement.

Bennett Thrasher Presents: Beyond The Ledger is a business podcast hosted by Bennett Thrasher, with 20 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Bennett Thrasher hosts Bennett Thrasher Presents: Beyond The Ledger, a business show with 20 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #11

  Unlocking Hidden Opportunities: R&D Tax Credits for Manufacturers

  Aug 6, 202622 minS2

  In this episode of Beyond the Ledger, host Shardae Layfield sits down with Nina Desai , Partner in Bennett Thrasher's Credits & Incentives Practice, and Julie Hagan , who works closely with manufacturers to identify innovation across their operations, to discuss how manufacturers can uncover valuable R&D tax credit opportunities hidden within their everyday operations. From process improvements and automation to custom engineering and production challenges, they explain what truly qualifies, debunk common misconceptions, and share practical guidance on documentation, eligibility, and how these incentives can help manufacturers reinvest in future growth and innovation. Takeaways Innovation Happens on the Shop Floor : Many manufacturers assume R&D tax credits only apply to groundbreaking inventions, but everyday engineering challenges, process improvements, and production innovations may also qualify. Qualification Goes Beyond New Products : Activities involving automation, tooling, robotics, AI, custom manufacturing, and process optimization can all create qualifying R&D opportunities when technical uncertainty is present. Documentation Is Critical : Maintaining design records, testing results, engineering notes, and evidence of iterative development helps support a successful R&D tax credit claim. Even Failed Experiments Can Qualify : Projects that don't achieve the desired outcome may still meet IRS requirements because they demonstrate technical experimentation and uncertainty. Many Costs Are Eligible : Qualified expenses can include employee wages, supplies used during development, and certain contracted research activities. Technology Is Expanding Opportunities : Investments in automation, artificial intelligence, robotics, and advanced manufacturing technologies are creating new opportunities for manufacturers to claim valuable tax credits. R&D Credits Can Fuel Future Growth : Rather than simply reducing taxes, these credits can improve cash flow and provide additional resources to invest in innovation, equipment, talent, and long-term competitiveness. Read the Full Blog: Beyond the Shop Floor: The R&D Tax Credits Manufacturers Are Missing Chapters 00:00 Introduction to R&D Tax Credits for Manufacturers 01:24 Common Misconceptions About R&D Eligibility 02:20 The Four-Part Test for R&D Qualification 03:43 Qualifying Activities in Manufacturing 05:28 Process Improvements and Cost Reductions 10:30 Impact of Advanced Manufacturing Technologies 12:48 Distinguishing Routine Activities from Experimentation 14:32 Developing Solutions for Custom Orders 16:16 Documentation Strategies for R&D Claims 21:24 Using R&D Credits to Reinvest in Growth 23:11 First Steps for Manufacturers to Claim R&D Credits Resources Bennett Thrasher – Credits & Incentives Practice: https://www.btcpa.net/services/tax/credits-and-incentives Connect with the Guests Nina Desai Bennett Thrasher Bio: Nina Desai Julie Hagan Bennett Thrasher Bio: Julie Hagan Learn more: btcpa.net | Follow Bennett Thrasher for more conversations that move business forward.

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  Episode #10

  From Idea to Impact: How Erin England Built Diaper Concierge

  Jul 24, 202626 minS2

  Summary In this episode of Beyond the Ledger's special series, The Growth Exchange host Shardae Layfield introduces Emily Ackerman , Southwest Business Development Director at Bennett Thrasher, and Erin England , Founder and CEO of Diaper Concierge , for a conversation about turning a simple idea into meaningful impact. Erin shares her inspiring journey to founding Diaper Concierge, a revolutionary vending solution for parents on the go, and how one idea sparked a business that is transforming parenting and travel experiences. Together, Emily and Erin explore the realities of entrepreneurship and the persistence, partnerships, and purpose required to build and scale a business that solves an everyday challenge for families. Diaper Concierge- Instagram Takeaways A Personal Frustration Sparked a Business: Diaper Concierge was born from a real parenting challenge, proving that some of the best business ideas come from solving everyday problems. Entrepreneurship Requires Persistence: Building a company means overcoming setbacks, navigating rejection, and remaining committed to a long-term vision. Access to Capital Can Be a Barrier: Women entrepreneurs often face additional funding challenges, making creativity, resilience, and strategic relationships even more important. Customer Stories Fuel Growth: Positive feedback from parents and venue partners continues to validate the business model and drive new opportunities. Strategic Partnerships Accelerate Expansion: Growth depends on building relationships with airports, entertainment venues, family attractions, and other organizations committed to improving the customer experience. Scaling Takes Patience: Expanding a vending machine business involves operational planning, logistics, and finding the right partners to support sustainable growth. Mentorship Makes a Difference: Learning from experienced entrepreneurs and building a strong support network can help founders navigate challenges more effectively. Focus Creates Momentum: Solving one problem exceptionally well has allowed Diaper Concierge to build credibility, differentiate itself, and create opportunities for broader adoption. The Future Is Family-Friendly Experiences: As businesses increasingly prioritize customer experience, amenities that support parents and caregivers are becoming a competitive advantage. Chapters 00:00 – Introduction to Diaper Concierge 02:59 – The Origin Story Behind the Business 06:12 – Overcoming the Challenges of Entrepreneurship 09:04 – Customer Success Stories and Real-World Impact 12:09 – Pitching to Venues and Breaking Through Barriers 15:05 – Future Growth and Expansion Opportunities 17:51 – Leadership Lessons and Personal Growth 20:57 – The Power of Mentorship and Community Learn more: btcpa.net | Follow Bennett Thrasher for more conversations that move business forward.

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  Episode #9

  The Business of Being an Athlete: NIL, Taxes & the Financial Playbook Every Athlete Needs

  Jul 9, 202627 minS2

  In this episode of Beyond the Ledger, host Shardae Layfield sits down with Peter Stathopoulos , Partner in Bennett Thrasher's Entertainment Practice, to explore how Name, Image, and Likeness (NIL) has transformed college athletics into a complex financial and tax landscape. The conversation examines the tax implications of NIL income, common record-keeping mistakes, multi-state tax challenges, and strategic planning opportunities that can help athletes, schools, and collectives navigate this rapidly evolving environment with greater confidence. Takeaways NIL Income Is a Business: Student-athletes should approach NIL earnings as business income from the very beginning, with the same financial discipline expected of entrepreneurs. Record-Keeping Is Essential: Maintaining organized records of income, contracts, expenses, and payments can help prevent costly tax issues and simplify reporting. Tax Bills Can Be Unexpected: Many athletes are surprised by their tax liability, making proactive planning and setting aside funds for taxes a critical part of managing NIL income. Multi-State Taxes Add Complexity: Earning income across multiple states can trigger additional filing requirements and tax obligations that athletes often overlook. Business Structures Can Create Opportunities: As NIL earnings grow, forming the right business entity may provide tax planning and liability benefits. Schools and Collectives Have Compliance Responsibilities: Proper payment reporting, documentation, and education are increasingly important for institutions supporting NIL programs. Professional Guidance Pays Off: Working with qualified tax advisors early can help athletes avoid common mistakes and make more informed financial decisions. Planning Beyond College Matters: NIL income presents an opportunity to build long-term financial success through strategic tax planning, savings, and investment decisions. The NIL Landscape Will Continue to Evolve: As regulations and guidance develop, athletes and organizations must remain adaptable to new tax and compliance requirements. Chapters 00:00 – The Evolution of NIL in College Athletics 04:24 – Understanding NIL Income and Tax Implications 09:27 – Record-Keeping Essentials for Athletes 14:27 – Navigating Multi-State Tax Challenges 19:35 – The Role of Schools and Collectives in NIL 21:52 – Tax Planning Strategies for Athletes 23:45 – Future Trends in NIL Taxation and Compliance 26:22 – Navigating Opportunities and Avoiding Pitfalls 26:51 – Building Long-Term Financial Success 🔗 Learn more: btcpa.net | Follow Bennett Thrasher for more conversations that move business forward.

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  Episode #8

  Outgrowing Your Accounting? The Smart Playbook for Scaling Without Chaos

  Jun 23, 202626 minS2

  In this episode of Beyond the Ledger, host Shardae Layfield sits down with Chris Tomaselli to discuss how growing businesses can build accounting functions that support long-term success. The conversation explores the warning signs that companies have outgrown their current processes, when outsourcing may become a strategic advantage, and how technology, automation, and scalable systems can help organizations manage growth more effectively. Takeaways Growth Often Exposes Accounting Gaps: As companies expand, accounting processes that once worked efficiently can become bottlenecks that limit visibility, reporting, and decision-making. Outsourcing Can Be a Strategic Growth Tool: Businesses do not have to choose between control and outsourcing. The right partner can provide expertise, scalability, and operational efficiency while improving financial oversight. Technology Supports Scalability: Selecting the right accounting software and integrated technology stack is critical for improving visibility, automation, and operational efficiency. Scalable Systems Matter: Growing companies should prioritize solutions that can support increased transaction volume, multi-entity structures, enhanced reporting, and future growth initiatives. AI Is Creating New Opportunities: Automation and AI continue to reshape accounting functions, helping organizations improve efficiency while still requiring human oversight and judgment. Implementation Planning Is Critical: Successful accounting system transitions require clean data, realistic timelines, strong communication, and a well-defined implementation strategy. Partner Selection Impacts Outcomes: Choosing an experienced accounting and technology partner can significantly influence the success of outsourcing initiatives and system implementations. Future Growth Requires Preparation: Building scalable accounting processes early can help companies navigate acquisitions, investor expectations, audits, and increasing operational complexity. Chapters 00:00 Introduction to Outsourced Accounting Solutions 03:58 Recognizing the Need for Change in Accounting Processes 07:00 Common Accounting Challenges for Growing Businesses 10:49 The Role of Technology in Accounting 14:27 Leveraging AI and Automation in Accounting 18:36 Mistakes in Accounting System Transitions 21:48 Choosing the Right Accounting Partner 23:41 Advice for Future Growth and Scalability 🔗 Learn more: btcpa.net | Follow Bennett Thrasher for more conversations that move business forward.

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  Episode #7

  Inside the IRS Audit Playbook: What To Know Before The IRS Comes Calling

  Jun 17, 202645 minS2

  In this episode of Beyond the Ledger, host Shardae Layfield sits down James Pickett and Chris Stephens to explore the realities of the IRS audit process and what businesses should know before the IRS comes calling. The conversation examines common audit triggers, documentation challenges, communication strategies, and the proactive steps organizations can take to strengthen audit readiness and reduce risk before an examination begins. Takeaways IRS Audits Are More Strategic Than Random: Many examinations are initiated based on data analysis, compliance trends, and specific risk indicators rather than chance selection. Audit Triggers Often Stem From Inconsistencies: Significant changes in income, deductions, credits, reporting discrepancies, and unusual tax positions can attract IRS attention. Early Response Matters: How a business reacts to an initial IRS notice can significantly influence the efficiency and outcome of the audit process. Documentation Is Critical: Maintaining complete, organized, and accessible records is one of the strongest defenses during an examination. Communication Should Be Deliberate: Providing accurate, relevant information while avoiding unnecessary disclosures can help prevent audits from expanding beyond their original scope. Growing Businesses Face Additional Complexity: Multi-state operations, international activities, and complex organizational structures often increase audit challenges and scrutiny. Technology Is Changing IRS Enforcement: Advanced data analytics and digital examination tools allow the IRS to identify anomalies and potential compliance issues more efficiently than ever before. Disputes Can Be Managed Strategically: Businesses have options when they disagree with proposed adjustments, including appeals, negotiations, and administrative resolution processes. Penalties Are Not Always Final: Taxpayers may qualify for penalty relief, abatement opportunities, or other resolution strategies depending on the circumstances. Audit Readiness Starts Before an Audit: Regular compliance reviews, strong internal controls, consistent recordkeeping, and proactive planning can help reduce exposure and improve outcomes if an examination occurs. Chapters 00:00 Introduction to IRS Audits and Tax Controversies 01:29 Understanding Common IRS Audit Types 03:45 Triggers for IRS Audits 06:31 What to Do After Receiving an Audit Notice 08:37 Documentation Challenges During Audits 12:33 Communicating Effectively with the IRS 15:45 Audit Challenges for Growing and Multi-State Businesses 17:38 How Technology Is Changing IRS Audits 20:29 Managing Expanded Audits and Disputes 27:48 IRS Procedures for Large Businesses 31:33 Penalties, Interest, and Resolution Options 38:29 Building a Strong Audit Readiness Strategy 🔗 Learn more: btcpa.net | Follow Bennett Thrasher for more conversations that move business forward.

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