June 12, 2014 | Edition 52
offering more ... service! This week, John Yeager recognizes Michelle Morris for her outstanding work ethic. Michelle does a great job day-to-day as our accountant assistant, ensuring all invoices are processed on time and that all related reports are accurate for the firm. Michelle also exhibits great initiative, seeking out opportunities to help wherever it is needed. This is demonstrated by her offer to lead a key Salesforce data project, assist the Manufacturing/Distribution team with monthly meetings, and support the Insights Day planning committee. Her can-do attitude is welcomed by all she supports, and she is appreciated!
offering more ... talent
Please join John in applauding Michelle’s outstanding work ethic!
Tyler Greene will join the Audit Department as an In-Charge starting Monday, June 16th. He is a graduate of Wofford College and The University of Georgia. Most recently, Tyler worked for Ernst & Young as a Senior Auditor. He also spent three years serving SunTrust Bank as a member of their core audit team in Financial Services. He has experience in industries including manufacturing, hotels, insurance premium lending and institutional management, among others. Please help us in welcoming him to the Windham Brannon family by connecting with him on LinkedIn here.
Leigh Allen will be joining our Audit team as a Senior Associate starting
Monday, June 23rd. Leigh is a graduate of Mercer University with a Masters in Accounting. She began work with CBIZ MHM shortly after graduation and has worked with them up until now. Leigh was an Audit Associate for the firm and handled a variety of tasks ranging from preparing work-papers to handling the preparation of Tax Returns as well. Leigh holds her CPA license and is very interested in moving into a more Audit-focused role. Welcome her by connecting with her on LinkedIn here.
Virginia Jacob will be joining Tax Team 2 as a Tax Associate, also starting Monday, June 16th.
She is also a graduate of the University of Georgia, with a Master’s degree in Accounting. Virginia was a Tax Administrative Assistant for Capital Investment Advisors while in school. She worked on various tax returns and used the RIA Tax Research software to research any tax law questions clients may have had. Aside from her tax work, Virginia also established 200 new investment accounts to investors. Welcome her by connecting with her on LinkedIn here.
A Couple Other HR Notes... If you haven’t already completed your annual self-evaluation and multi-rater, please remember the deadline to do so is next Wednesday, June 18th. If you have any questions about Halogen or the review process, just let Kim Hensarling know. We also wanted to remind you of our 24-hour phone medical service. Initially contracted as “Consult-a-Doc”, the program is now “Tel-a-Doc” and has new contact information. You get all the same great features, like 24-hour phone support, with diagnoses and prescriptions for common ailments without the hassle of in-office doctor appointments. The new site is teladoc.com, and the number is 1-800-Teladoc. Handy!
offering more ... growth Mary Beth Saylor has a great new win to report - Leapley Construction Group of
Atlanta, LLC. Based in Atlanta, Leapley is quickly becoming one of the premier interior contractors of the Southeast. Mary Beth did such a knock-out job engaging this new client that she never even got all the way through the proposal process before they committed to WB! You can learn more about them here. Tax partner Matt Levin has secured a new healthcare client for WB, Market Pharmacy. Through his superior business development, he was able to make the relationship, identify their needs, and connect them to Valerie Barckhoff for service. Market Pharmacy is another Atlanta-based client, located on Edgewood Avenue right by Grady Hospital. Our head of audit, Greg Spangler, keeps the deals rolling in. We reported his win with Drug Transport, Inc. last week - it was quickly followed by another win with Avery Partners. Avery owns and operates healthcare companies in the Southeast. You can learn more about all they do by checking them out here.
offering more ... thought leadership
Congrats go out to and all who helped secure these opportunities for the firm!
International Tax practice leader Brad Dickson has shared a new post to the WB Blog titled “Good Law Now Bad Policy? Comments on the Senate Tax Hearings”. This follows his breakfast panel discussion with AGN leader Thaddeus Mueller on May 15th. Be sure to check out his lastest insight on international matters on the WB blog, as well as catch the video from the panel breakfast on the WB website. Speaking of our blog, have you checked out our new app? WB has contracted with Umano, which is an app that narrates our blog. Next time you’re in the car for a bit, hook up your smart phone, turn to the blog, and keep up with our latest news. All you have to do is download the app, and subscribe to the WB channel by entering the promo code “WBCPA”. Yep, it’s that easy. Any questions, John Yeager is your man. Our HNW Practice Co-leader Barbara Coats continues to deliver a series of speeches that started last month and stretch into next. She has already presented at the Georgia 50 Conference, The Estate Planning Council of North Georgia, and tomorrow, she presents at The Georgia Federal Tax Conference. She will share her expert opinion on estate and trust taxes, and the current issues driving changes to them. Insights 2014 is underway! The planning committee, led by Greg Spangler, Brad Dickson,
Tim Clancy, Chris Rouse, John Yeager, Michelle Morris, Hafsa Ghaznavi, and Heather Hess, meets next week to start marching down the path to choose the date, venue, speakers, and all the details that our biggest event entails. Be on the lookout for a “save the date” to share with your clients and prospects soon! connect with WB online
offering more ... access
HDH Advisors delivers high quality business valuation, commercial and bankruptcy litigation support and expert witness services, forensic accounting, and financial advisory services to clients across the United States. The goal of each member of the HDH team has been, and will continue to be, to provide our clients and legal counsel with personal and professional service based on a deep understanding of the issues they face. Our team of professionals draws upon years of experience in advising businesses and giving our clients access to sophisticated and comprehensive advice at cost effective rates. Our reputation has been crafted from the quality of our service and is the platform for our continued growth. For additional information contact Chad Hoekstra, Managing Director at 770.790.5001
WB is participating in their 3rd annual “mud run”. This year the name of the event is Down and Dirty Obstacle Race. The race is being held on Sunday, October 12th, in Conyers, GA at the 1996 Centennial Olympic Parkway, Conyers, GA 30013, Georgia International Horse Park. For questions about the event, feel free to contact Keith McWilliams.
benefit the Leukemia Lymphoma Society. Laura is participating in a marathon in Chicago on October 12th that benefits the charity. It will be her first marathon, ans she is running in honor of her mother, who was diagnosed last year with Myeloma, a form of blood cancer. Please join Laura in helping this great cause for the fight for a cure for cancer! We appreciate your donation of $5 or more to support this cause. Remember if you would like to use your contributions to the WB Foundation as a tax deduction, please be sure to include your name with any cash donation. Please make checks out to “WB Foundation” and bring them to Shaneak at the reception desk on Friday.
If you would like to sponsor a Jeans Day for a Cause, please let Jennifer Singleton know.
more for our community
Laura Berry is sponsoring next week’s Jeans for a Cause Day to
offering more ... reminders Wednesday, June 18: Wed/Thurs, June 25-26: Thurs/Fri, June 26-27: Friday, July 4: Monday, September 1:
Annual Self-Evaluations Due Roman Kepczyk Sessions Roman Kepcyzk Calibrations Office Closed in Observance of Independence Day Office Closed in Observance of Labor Day
We'd love your input! If you would like to contribute something to the WB newsletter, please email Heather Hess.