Karli Olsen

Congratulations to KCoe Isom's New Principal-Partner, Effective April 1, 2022

Karli Olsen, CPA is a proactive leader in tax and accounting advisory to create efficiencies, profitability, and optimized tax structure for businesses.

Recent Insights

Are You Running Your Business or is it Running You?

By Pinion Editorial | November 29, 2023
Reading Time: 2 minutes As a business owner, you likely spend most of your days – and many of your nights – thinking about the daily operations of your business. Retaining customers, analyzing the competition, marketing services and products, tackling human resource issues…the list is endless. “It’s easy to get caught in the weeds …

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How the Holidays Can Shape Your Family Legacy

How to Enjoy the Holidays as a Family Business

By Pinion Editorial | November 22, 2023
Reading Time: 2 minutes By Jeanne Bernick, Certified Family Business Advisor For many of you, the stress of harvest season is over and now you enter a new season in family business: the holidays! As if working with family isn’t challenging enough, now there are mandatory meals and celebrations and traditions to recreate, not to …

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Using a Buy-Sell Agreement to Safeguard Your Manufacturing Business

By Pinion Editorial | November 7, 2023
Reading Time: 3 minutes If you’re concerned about preserving your company’s culture during unforeseen changes or emergencies, a buy-sell agreement could be your solution. Owners who have invested years into building a cohesive company culture and shared operational philosophy understand the importance of safeguarding this unity. This is where a buy-sell agreement comes into …

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Davon Cook Named a 2023 Fellow of the Family Firm Institute (FFI)

By Pinion Editorial | November 6, 2023
Reading Time: < 1 minute On November 6, 2023 – Family business advisor, Davon Cook of Pinion, was announced and honored recently as a Fellow of the Family Firm Institute (FFI) at the FFI Global Conference in New York, New York. The prestigious FFI Fellow status signifies that Davon has completed an advanced program of …

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Approaching Deadline for Employers: Workforce Data is Due December 5

By Pinion Editorial | November 1, 2023
Reading Time: 2 minutes On October 31, 2023, the Equal Employment Opportunity Commission (EEOC) announced that the portal for submitting 2022 EEO-1 data is now open. This annual requirement ensures that employers with 100 or more employees, or federal contractors with 50 or more employees, report their workforce demographics. The deadline to submit EEO-1 …

Read moreApproaching Deadline for Employers: Workforce Data is Due December 5

Forecasting 2024: Ag Market’s Influence on Manufacturing and Distribution

By Pinion Editorial | October 31, 2023
Reading Time: 3 minutes Is the sky really falling? In periods of uncertainty with inflation, market ups and downs, a Farm Bill on the table and talks of recession, it can certainly feel like it is. To provide some insight for the year ahead, Pinion advisors share their perspective on the ag market and …

Read moreForecasting 2024: Ag Market’s Influence on Manufacturing and Distribution

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