QUARTERLY REPORT
Message from Gian
As we begin 2023 with a clear focus on what our goals are, I want to take a moment to reflect on what was accomplished this past year, and why I am so optimistic about the direction our firm is heading. The success we achieved this past year would not have been made possible without the hard work and commitment each of you have given KBKG, and I cannot thank you enough for that. I also want to personally congratulate those who earned promotions. They are all more than deserving of their recognition, and I couldn’t be more excited to see how they continue to make an impact in their new roles. Through our new mission, we will deliver valuable solutions to CPAs and business. Our redefined vision to be the leader in our industry by cultivating the best talent, understanding our clients needs, and exceeding their expectations will allow us to embody a culture of innovation, community, and passion. Using these two things as our guidelines, I truly believe the best our firm has to offer is yet to come!
Q1 - 2023
INSIDE Announcements
Committees
Spotlight Service
New Hires
2 | Quarterly Report TABLE OF CONTENTS HR Updates ..................................................................................... 3 Recruiting ....................................................................................... 4 Software Development ................................................................... 5 Marketing/Sales Highlights ............................................................ 6 Committee Updates ....................................................................... 7 DE&I Committee ...................................................................... 7 Volunteer Committee .............................................................. 8 Spotlight Service - 179D ............................................................... 10 State of the Firm ........................................................................... 11 Holiday Break ............................................................................... 12 New Hires ..................................................................................... 13 Promotions ................................................................................... 14 Feedback ...................................................................................... 15
HR UPDATES
THIS SECTION INCLUDES:
• Learning & Development
• Ongoing Benefits
Learning & Development — New Courses
January is the month for fresh starts, resolutions, and goal setting. As a Firm one of our goals is to be concise in our email communications to help you achieve this, we have added 3 new courses:
1. Effective Email Writing and Office Communication
2. Clear and Concise Emails
3. Communicate Clear and Concise Messages
To enroll in this program, please go to SABA through Okta; click learning, then view the courses by clicking OpenSesame on the left panel.
If you have any questions, please do not hesitate to contact HR.
Ongoing Benefits
Lifestyle Spending Account
Remember to make your claims, and don’t let that $25 per month go to waste!
Just a few examples of eligible expenses:
Physical Wellness
• Athletic/exercise equiment
• Gym, health club, spa & fitness studio memberships
• Fitness trackers
• Passes (ski, snowboard, golf, swimming, etc.)
Financial Wellness
• Student loan reimbursement
• Financial adviser & planning services
• Pet insurance premiums
• Home purchase expense reimbursement
Emotional Wellness
• Meditation classes
• Retreats (leadership, spiritual, etc.)
• Annual park pass
• Camping (equipment, fees, etc.)
Quarterly Report | 3 Return to
Contents
Table of
RECRUITING
WE’RE HIRING
RESEARCH & DEVELOPMENT TAX SENIOR ASSOCIATE
For current openings, check the opportunities on our website: KBKG » https://www.kbkg.com/careers
Recruiting Bonus - We pay bonuses to anyone who refers talent that we hire!
HELP US ATTRACT MORE GREAT TALENT
Share your experience working at KBKG by writing a review!
https://www.indeed.com/cmp/Kbkg/reviews
https://www.glassdoor.com/Reviews/KBKG-Inc-Reviews-E214822.htm
COLLEGE RECRUITING
We have internships available!
Departments: Cost Segregation and R&D
Internship sessions: Summer (June/July – August)
Office Locations: LA, Bedford, Atlanta and Chicago (Available soon in NY)
If you know anyone, please send referrals to Lauren –lauren.montanez@kbkg.com
4 | Quarterly Report Return to Table of Contents
SOFTWARE DEVELOPMENT
RD 1.2
RD 1.2 will be releasing by end of Jan 2023, it will be able to perform R&D Tax credit for Federal and 4 major States (CA, TX, AZ and GA). RD 1.2 will automate the calculation of the fixed base percentage, tax credit in Regular and ASC methods, and also generate the tax package client deliverable in a button click, all the function can be performed through the web application, without additional software or VPN support.
Quarterly Report | 5 Return to Table of Contents
AUTOMATION CA TX GA AZ
MARKETING/SALES HIGHLIGHTS
Bradley Sander is currently the Chief Marketing & Sales Officer of KBKG. Bradley Sander’s entrepreneurial spirit and strategic business strengths stem from his extensive career in the wireless, telecommunications, and media industry, with employers such as Disney Interactive Media Group, Cingular Wireless, McCaw Communications, AT&T and most recently advising start-ups to Fortune 50 Companies.
In summary, Bradley is a C-level executive who understands the operational and financial imperatives of business and can collaboratively define growth strategies and execute marketing plans. Bradley received his Bachelor of Science from Oregon State University and completed a first-class Business Management program at the London School of Business. He also received multiple Executive Certificates in AI & Machine Learning from the MIT Sloan School of Management.
ONE-PAGERS
One-pagers for all services lines have been updated on the intranet. For access, sign in through Okta.
FY Total Opps - 49
FY Total Sales - $1,005,086
% Goal - 25%
FY Total Opps - 42
FY Total Sales - $618,230
% Goal - 25%
The best way to have your marketing request in the queue is to submit a Marketing Request Form (MRF), accessible through Okta. Please give us a minimum of 5 business days to complete standard requests.
6 | Quarterly Report Return to
Table of Contents
#1 - JOHN FRACK
Bradley Sander Chief Marketing & Sales Officer
#2 - MATT GELTZ
COMMITTEE UPDATES
DE&I COMMITTEE
The DE&I Committee page has launched on the website! www.kbkg.com/diversity-equity-inclusion
Learn about our mission and vision, download our latest monthly newsletter, and see how you can join us in making a difference in our communities.
Quarterly Report | 7 Return to Table
Contents
of
VOLUNTEER COMMITTEE COMMITTEE UPDATES CONT.
CHICAGO
January 10th: The KBKG Chicago office took a break from busy season to spend a morning volunteering with the Pilsen Food Pantry. We prepped produce and diapers into smaller bundles in preparation for pantry orders. Once the pantry opened, we filled pick up orders and delivered them to folks who were patiently waiting outside. We boxed delivery orders, packed a pallet full of clothing, boots, baby supplies, and hair & bath products for 20-25 refuges and inventoried bicycle parts. For many of us, this was our first volunteer experience and it felt good knowing we could make a difference by helping others as an individual and as a group. We plan to go back to the Pilsen Food Pantry as well as participate in other volunteer opportunities in the coming year.
PASADENA
January 24th: Pasadena/HQ, in collaboration with National Alliance on Mental Illness (NAMI) – San Gabriel Valley presented a special event and to highlight the issues of mental illness and to bring awareness to, and support for, mental illness in our personal lives, as well as to discuss ways for broader community involvement and support.
Activities included:
• Gian Opening Event
• Introduction from NAMI officers
• “Our Own Voice” Speakers – Sharing personal experiences with mental illness
• Lunch (12:00 to 1:00 pm)
• Special Magician Show (1:00 to 1:45)
• Closing Remarks: Gian and NAMI
8 | Quarterly Report Return to Table of Contents
KBKG Chicago Office
Pilsen Pantry
KBKG Pasadena/HQ with NAMI
COMMITTEE UPDATES CONT.
disabled persons who are isolated, sick, and shut-in; Emergency family food to those that have the ability to cook and store food; and Pet food for those who can’t afford to feed their beloved pets.
DALLAS-FORT WORTH
April 21st: The CPR Spring Blitz is a bi-annual event put on by 6Stones that involves teams going around to selected properties in the H-E-B community and making cosmetic repairs. Usually each house gets one “big” project (new fence, roof gable, paint, etc.) and a few smaller projects (trash removal, landscaping, etc.).
If you were unable to attend, feel free to watch a recap of the events here: \\kbkgfs01\share_folders\ Ceasar.Arellano\NAMI\NAMI Event Recap Video\ NAMI VIDEO 720p.mp4
Mental illness is an issue that can impact us at every level of our lives and there are a wide range of conditions that affect mood, thinking, and behavior. We are proud to have organized this unique opportunity to involve our colleagues in the sharing of information and to highlight the awareness that is very important for our personal empowerment and to invite a more compassionate and proactive response from our colleagues and broader relationships.
If you are interested in donating, watching personal testimonies from volunteers, or finding more resources regarding mental health, please visit: https://namisangabrielvalley.org/krost-kbkg/
February 1st – 14th: Annual “Warm the Tummy, Warm the Heart” Soup collection campaign for donations to Foothill Unity Center foodbank in Pasadena Foothill Unity Center leads the fight against hunger and poor nutrition in the San Gabriel Foothills through our food distribution, community kitchen and nutrition education programs. (See Food Distributions Times or visit our Event Calendar for Upcoming Events)
Our Food Program translates to 3 million pounds of food annually through daily distributions that include: Bag lunches and hygiene kits to the homeless; Homebound grocery deliveries for seniors and
CPR stands for “Community Powered Revitalization”. Our office serves the Euless area (the “E” in H-E-B) since Eddie is a city councilmember there. As of 2009, the program has restored 822 homes. All the materials, supplies, and food are donated from local businesses.
Quarterly Report | 9 Return to Table of Contents
Special Magician Show
2022 Fall Blitz
SPOTLIGHT SERVICE - 179D
KBKG RECEIVES ACCREDITATION AS AIA CONTINUING EDUCATION PROVIDER FOR ARCHITECTS
KBKG’s classes will be instructed by its Director, Jesse Stanley, P.E., who will lead the courses for providers looking to maximize tax savings on energy-efficient building designs. Stanley is the firm’s Practice Leader for its 179D Tax Deduction Group, possessing more than 15 years of experience in the energy, sustainability, and tax consulting industries.
Known as a trusted advisor for CPAs, KBKG has expanded its expertise in the 179D, green energy, and sustainability professional services space to meet the needs of its clients and partners today and into the future.
AIA serves as the nation’s voice for the architectural profession and is now an organization that has surpassed 94,000 members. AIA members benefit from joining the architecture and design community, and exchanging industry-related knowledge, as well as various networking opportunities.
EXPERTS
Jesse Stanley, P.E. Director - Practice Leader 179D
Andy Gerstenhaber Director - 179D
Jillian Jones Sr. Manager - Green Building Tax Incentive Services
Karla North Sr. Business Development Consultant
10 | Quarterly Report Return to Table of Contents
» One Pager | » Blog
STATE OF THE FIRM
Quarterly Report | 11 Return to Table of Contents
HOLIDAY BREAK
12 | Quarterly Report Return to Table of Contents
Nathalie Hernandez
Michelle Snyder
Cristian Kreckler
Nicole Chow
Kelvin Dephasdin
Jason Melillo
WELCOME TO OUR NEW HIRES
Quarterly Report | 13 Return to Table of Contents
Steven Latchin Business Development Regional Director
Lina Allahyari Cost Segregation Consultant
Mike Darouie Research & Development Tax Specialist
Nicole Baar Research & Development Tax Specialist
Jillian Jones Sr. Manager - Green Building Tax Services
Kenton Hayes Research & Development Tax Specialist
Rob Heredia Administration Assistant
Shu Shu Moser Business Development Consultant
Kristi Ngun Business Development Consultant
Sam Orue Cost Segregation Engineering Consultant
Andrea Glaze Cost Segregation Intern
Arpi Abramyan ERTC Project Assistant
Jesse Bridgman Research & Development Tax Specialist
Elan Reynaud Research & Development Tax Specialist
Garrison Deshay Research & Development Tax Specialist
PROMOTIONS
BUSINESS DEVELOPMENT
Gina Lim Managing Director of Sales
MARKETING
Cristian Kreckler Conference & Events Manager
SOFTWARE DEVELOPMENT
Anthony Hicks Manager, Systems Analyst
IT
Miles Conforti Senior Desktop Support
MID-YEAR / NOVEMBER
Chad Niehaus Director
Brittany Loveday Sr. Business Development Consultant
Nathalie Hernandez Sr. Business Development Consultant
Jesus Alfaro Project Admin Staff
Greer Hall Sr Sales & Marketing Coordinator
Andy Gerstenhaber Director-179D
PID PROGRAM
Ian Williams
Bill Taylor
RESEARCH & DEVELOPMENT
Tetyana Guguchkina Director
Elise Rhee Director
Michael Kniss Senior Manager
Emily Kennedy Manager
Robert Palmer Manager
Scott Norbot Manager
Tiffany Balabegians Senior
Nathan Ray Senior
Sahiba Kaur Senior
Kaitlin Shannon Senior
Taylor Madden Senior
Benjamin Forehand Senior
COST SEGREGATION
Amar Patel Principal
Sasha Brenecki Senior Manager
Ryan VanderVelden Senior Manager
Nathan Berry Manager
Tristan Rulli Manager
Erick Beltran Manager
Brionna Emerson Senior
Matteo Longobardi Senior
David Pinto Senior
Ryan Donahue Senior
Jaeme Thomae Senior
14 | Quarterly Report Return to Table of Contents
WE VALUE YOUR OPINION
QUESTIONS OR FEEDBACK?
Please fill out this form. Your response will remain anonymous.
Quarterly Report | 15 Return to Table of Contents
Q1 - 2023 solutions for tax professionals and businesses Tax Credits • Incentives • Cost Recovery
of the
State
Firm 2022
