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May 1, 2014 | Edition 50


offering more ... service! This week, Kristi Johnson recognizes Catherine Bazley for her incredible commitment of time and client relations during busy season. Catherine clocked a whopping 196 hours in a two-week window (the most of anyone in the firm), all the while keeping her business development initiatives in the real estate and legal industries rolling seamlessly along. Last busy season, she was stopped in a road block at 3am after leaving the office, and handed the policeman her credit card in lieu of her driver’s license – a sign of total exhaustion and yes, a true story! That didn’t happen to her this year, but it’s a sign of all she’s willing to give to get the job done, and done right, to serve our clients with the very best. Please join Kristi and WB in applauding this outstanding work ethic!

offering more ... talent

Wael Adly has proven to be a fantastic addition to Tax Team 3 since

he joined the firm as an intern last January. We are excited to announce that he has accepted a full-time position as a Tax Associate, which transition is effective just today! He will remain on Team 3, and we know they are thrilled to retain him. Please join us in congratulating him for this achievement!

Cool fact about Wael: he earned a Certificate of Appreciation from the United States Army for exemplary performance in 2004!

Our next class of interns has been selected, and they all officially join the audit team this month. Here’s a quick synopsis of who we’ve brought on board:

• • • • •

James Dilz – Student at University of Georgia, start date of 5/12 Hana Kikhia – Student at Georgia State University, start date of 5/12 Shelby Vold – Student at University of Georgia, start date of 5/12 Samantha Sick – Student at University of Georgia, start date of 5/12 Caroline Nixon – Student at Washington & Lee University, start date of 5/27

Please join us in welcoming our interns to the WB team in the next few weeks.

offering more ... FUN It’s that time of year again, and Seung Hyun Kang is once again heading up the WB softball team. He’s done this for so many years that we’ve lost count. We’ve had good seasons and bad seasons, but we’ve always had FUN seasons. Several “veterans” will be joining the team again this year – and we’d love toad some new talent to the team as well! If you’re interested in being a part of the defending-champion “WB Bombers”, just let Seung Hyun know. All the madness starts in early June.


offering more ... growth Matt Levin has had a slew of recent wins; he’s just been too busy with tax

season to report them all! By way of relationship management for a significant corporate prospect, he has secured multiple engagements with the high-net-worth individuals involved. As you know, we can’t report names, but these wins provide WB an excellent opportunity to showcase our client service front and center to executives who will likely (very hopefully!) award us corporate work in the end. Our HNW-specialist Courtnay Bazemore also picked up a great tax deal, providing individual international tax work. It’s another name we can’t mention, but another win we are happy to report for her!

offering more ... thought leadership

Congrats go out to Matt and Courtnay, and all who helped secure these opportunities for the firm!

Windham Brannon officially announced the separation from Windham Brannon Financial Group by way of a press release and blog post on April 24th. This was shared internally beforehand, but in case you missed the public announcement, you can check it out here. We have also added two new case studies to the WB website, with clients MudPie and Arke Systems sharing their experiences with WB with our online audience. They rotate on our home page with three others; be sure to take a look at what our clients have to say. We welcomed more than 220 clients, prospects and friends of the firm at the Good Friday Fellowship Breakfast on April 18th. Vickie White did an outstanding job planning and promoting the event, which was hosted at the Cherokee Town and Country Club again this year. Our guests have once again given us great feedback on this annual WB tradition, and we hope everyone who joined from WB enjoyed it as well. WB will be back at the Cherokee Town and Country Club in two weeks, as we have partnered with Global Atlanta for an expert panel discussion breakfast. Brad Dickson and Thaddeus Mueller of Fiducia Management Consultants will share their insights on opportunities in the Asian Pacific markets, much like they did at a similar breakfast last Spring. If you would like to attend the event, please let Heather Hess know.

Valerie Barckhoff was a guest speaker at the SAI Global Customer

Conference this past Monday at the JW Marriott Hotel. She shared her insights on Denials Best Practices through a solo presentation and through participation on a panel with SAI representatives. Cheryl Yarbrough is set to present tomorrow at the GSCPA Employee Benefit Plan Conference, where she will address current state/effects of the Affordable Care Act. This conference is hosted at Cobb Galleria, and we wish her luck (not that she needs it!).

connect with WB online


offering more ... access Renasant Business Credit is the asset-based lending division of Renasant Bank. This division is focused on providing asset-based loans in the form of revolving lines of credit. These loans are secured by mostly trade receivables and inventory, and loan availability is governed by a borrowing base. This division is targeting companies in the manufacturing, wholesale/ distribution and B2B services industries with revenues in excess of $15mm. Renasant Business Credit is headquartered in Atlanta and its trade area includes KY, TN, GA, AL, MS, SC, NC, LA and FL. Their minimum loan size is $1.5mm (funded) and their maximum loan commitment is $20mm.

offering more ... to our community

Windham Brannon’s contact at Renasant Business Credit is Mike Knuckles. Mike can be reached at mknuckles@renasant.com or 770.989.4500, and more information about the company can be found here.

Natalie Brooks is sponsoring this week’s Jeans for a Cause Day to benefit Autism Speaks again. The charity is the world’s leading autism science and advocacy organization, with a mission of funding research, prevention, and treatment for autism, increasing awareness of autism spectrum disorders, and advocating for the needs of individuals with autism and their families. More about this group can be learned here.

Heidi LaMarca is sponsoring next week’s Jeans for a Cause Day, which will

benefit The Fund for Agnes Scott. The fund supports need-based scholarships for women, retention and recruitment of top educators, various library and technology resources for students and faculty, and the preservation of the historic campus. Agnes Scott is a long-time client of the firm, and more about the fund can be found here.

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5.9.14

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 support a charity through our Jeans Day for a Cause, please let Jennifer Singleton know.

offering more ... reminders Thursday, May 15: Panel Breakfast: Conducting Business in China Monday, May 26: Office Closed in Observance of Memorial Day Friday, July 4: Office Closed in Observance of Independence Day

We'd love your input! If you would like to contribute something to the WB newsletter, please email Heather Hess.

Windham Brannon News - May 1, 2014