Balancing Health Challenges and Business

You don’t have to be an accountant to know that tax season is their busiest time of year. It can be enough of a challenge to balance home, work and self-care during those months but when a life-threatening condition is thrown into the mix, the wheels can come off in a hurry. In this episode, David Radke shares his experience of having a stroke just as tax season was beginning, and the important factors that came into play to keep the firm – and his recovery – running smoothly.  

David Radke is President and Managing Partner of Williams & Company, as well as being in charge of the Onawa, Iowa office. He joined the firm in 1981 and has several specialties including government and not-for-profit audit and consulting, tax planning and preparation, and city budget preparation and consulting. He is a member of numerous professional associations and serves on various boards and committees in the community.

Important Links

Website | Email | SSEEO

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.