December 10, 2009
POTTER
& COMPANY, LLP MERGES WITH BLUE & CO., LLC
Potter & Company, LLP is pleased to announce that the firm will be merging with Blue & Co., LLC, an accounting and advisory firm headquartered in Carmel, Indiana. The two firms will operate under the Blue & Co., LLC name beginning January 1, 2010. Whereas our name will change, the staff that you know and trust will remain the same. To read the official press release click here
October 1, 2009
POTTER
& COMPANY, LLP NAMED ONE OF NATION'S BEST ACCOUNTING FIRMS TO WORK
FOR
Potter & Company, LLP is pleased to announce that the firm has been named one of the 100 Best Accounting Firms to Work for. The annual list of “Best Accounting Firms” was created by Accounting Today and Best Companies Group. The ranking will be unveiled and published in the December 2009 issue of Accounting Today. To read the entire article click here
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August 28, 2009
POTTER
RECOGNIZED NATIONALLY FOR WORKPLACE FLEXIBILITY
Potter & Company, LLP has been selected as a winner of the 2009 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility. The award recognizes employers in communities throughout the nation that are implementing flexible workplace arrangements to meet both business and employee goals. The firm is a repeat winner of the award, having won in 2008, as well. To read a press release announcing the awards presentation, click here
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June 1, 2009
Potter & Company, LLP is pleased to announce that Mr. Gregory Mullins has been named Managing Partner of the firm. “I am pleased to announce Greg’s selection as the Managing Partner of the firm. Greg’s professional experience, as well as his communication skills with clients and staff alike will help to continue our firm’s tradition of providing great service, ” said David O’Bryan, who steps down as Managing Partner after serving in the role for 11 years.
O’Bryan, who celebrated 40 years with the firm in January, will continue providing tax, audit, and consulting services to individuals and businesses as a partner in the firm and a member of its executive committee.
Mullins joined Potter & Company, LLP in 1978. He has served as the partner-in-charge of the Lexington office of the firm since 2003. Prior to assuming that position he served as the partner-in-charge of the Lexington office audit department for ten years.
Mr. Mullins' professional experience includes numerous companies and organizations, both large and small, including manufacturers, privately-held corporations, private colleges and schools, public schools, cooperative associations, and governmental entities. In addition, Mr. Mullins has been either partner-in-charge or supervising partner for audits of financial institutions, registered broker-dealers, governmental units, retail/wholesale operations, state agencies, foundations, and other non-profit organizations and colleges. Mr. Mullins has also as provided tax preparation and planning and managerial consulting services to a variety of individuals and businesses.
Mr. Mullins graduated from the University of Kentucky in 1978. He is a member of various civic and professional organizations including the Kentucky Society of CPAs, the American Institute of CPAs and the Thoroughbred Club of Kentucky. He serves on the boards of the YMCA of Central Kentucky, Junior Achievement of the Bluegrass, Lexington Rotary Club and Opportunity for Work and Learning, Inc. as well as the Finance Committee of the United Way of the Bluegrass. Mr. Mullins is licensed to practice in Kentucky, Virginia and North Carolina.
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May 20, 2009
VOTE TO SUPPORT A LOCAL CHARITY BY MAY 25!
Your vote for Feeding America can help out God's Pantry Food Bank. Target is giving away $3 million to 10 charities later this month through its ‘Bullseye Gives’ program. And they’re leaving it up to you to decide how much money they give each charity, through votes on Target’s Facebook page. Your vote for Feeding America benefits God's Pantry Food Bank. For 54 years, God’s Pantry has been collecting and distributing donated food to agencies across central and eastern Ky. Please vote to support their continuing efforts!
Please click here to learn more about the voting process.
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February 27, 2009
SPECIAL REPORT: THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009
Signed into law by President Barack Obama on February 17, 2009, the American Recovery and Reinvestment Act of 2009 is intended to provide a stimulus to the U.S. economy, still reeling from the subprime mortgage crisis and the resulting credit crisis.
Please click here to access a summary of some of the major provisions of the Act affecting individuals and businesses.
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February 26, 2009
POTTER & COMPANY, LLP FEATURED IN
MARCH 2009 ISSUE OF EXPERIENCE LIFE MAGAZINE
Potter & Company, LLP is featured in the March 2009 issue of Experience Life magazine. The article, entitled 'Reinventing the Way We Work' examines workplace trends improving business results and employee work-life balance in a variety of businesses.
To read the full article, click here.
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December 8, 2008
POTTER
& COMPANY, LLP 2008 VISION AWARD WINNERS NAMED
Congratulations to the 2008 Potter & Company, LLP Vision Award winners, Don Wiley (Louisville office) and Jason Strange (Lexington office).
This annual award is presented by the Firm to individuals from each office who best exemplify the Firm's Mission, Core Purpose and Core Values, as determined by their coworkers.
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November 3, 2008
POTTER
& COMPANY, LLP ANNOUNCES STAFF PROMOTION
Potter & Company, LLP is pleased to announce that Jason Strange has been named manager in the Audit and Assurance Services Department of the Firm's Lexington office.
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October 30, 2008
THE
2009 TAX PLANNING GUIDE IS NOW AVAILABLE
To access the 2009 Tax Planning Guide, click here. (Click here to access the file as a pdf file for download)
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September 30, 2008
POTTER
RECOGNIZED NATIONALLY FOR WORKPLACE FLEXIBILITY
Potter & Company, LLP was selected as a winner of the 2008 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility. The award recognizes employers in communities throughout the nation that are implementing flexible workplace arrangements to meet both business and employee goals. To read a press release announcing the awards presentation, click here
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August 26, 2008
NEW
403(b) RETIREMENT PLAN REQUIREMENTS
The new rules and regulations for 403(b) retirement plans issued by the U.S. Department of Labor and the Internal Revenue Service take effect January 1, 2009. New requirements imposed on the plans, including a plan document requirement, new Form 5500 reporting requirements, and investment information sharing requirements among plan providers, poses new challenges for employers/plan sponsors. To learn more about the newly enacted requirements, read the overview of major changes to the plans by clicking here.
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August 8, 2008
PAUL
JOHNSTON NAMED TO ADVISORY COMMITTEE OF THE NACVA's HEALTHCARE PRACTICE
GROUP
Potter & Company, LLP is pleased to announce that Paul Johnston, a partner in our Lexington office, has been named to the initial Advisory Committee of the National Association of Certified Valuation Analysts' (NACVA) Healthcare Practice Group. The Practice Group was formed to ensure business valuation professionals stay abreast of new and pending legislation and other regulatory changes in the healthcare industry. Healthcare valuators offer a wide range of services, including valuation, reasonableness opinions, transactional support, and general healthcare consulting to a growing group of providers. To learn more about the NACVA and its services, visit the website by clicking here.
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July 29 , 2008
POTTER
CLIENT FEATURED IN RECENT WALL STREET JOURNAL ARTICLE
ConnectKentucky was recently featured in an article in the Wall Street Journal spotlighting seven areas and their unique approaches to economic development. To read the full article, click here.
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July 28, 2008
CONGRATULATIONS TO WES OMOHUNDRO IN
OUR LEXINGTON OFFICE
Potter & Company, LLP is pleased to announce that Wes Omohundro, a
senior associate in the Lexington office recently completed requirements
for his Certified Public Accountant (CPA) license including passing the
CPA examination.
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June 1, 2008
POTTER
ANNOUNCES NEW PARTNERS IN LOUISVILLE AND LEXINGTON OFFICES
Potter & Company, LLP is pleased to announce that Mr. Greg Jackson has been named a partner in the firm’s Louisville office and Mr. Richard Shields has been named a partner in the firm’s Lexington office. Both Mr. Jackson and Mr. Shields have extensive public accounting experience, as well as private industry experience. Both will serve primarily in the audit and assurance services area of the respective offices of the firm.
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March 5, 2008
POTTER
CLIENT FEATURED IN RECENT FORTUNE SMALL BUSINESS MAGAZINE ARTICLE
Ben Davidson, owner of Blake Rentals, was recently featured in an article in Fortune Small Business magazine. The article entitled "Defying the Downturn" profiles several small businesses that are thriving, even as the economy has slowed down. To read more about Ben's company and his new business model, click here.
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February 26, 2008
DAVID
R. O'BRYAN NAMED TO ST. CATHARINE COLLEGE'S BOARD OF TRUSTEES
Potter & Company, LLP is pleased to announce that David R. O'Bryan, Managing Partner, was recently named to the Board of Trustees of St. Catharine College. To learn more about St. Catharine College, including its mission and academic programs, visit their website by clicking here.
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February 18, 2008
IRS
PROVIDES INFORMATION FOR NON-FILERS TO RECEIVE THEIR ECONOMIC STIMULUS
ACT REBATE PAYMENT
The IRS will use information on 2007 tax returns to determine eligibility and calculate the amount of the stimulus payments for those persons that were required to file this year. Those not required to file a 2007 tax return for federal income tax purposes nevertheless must file if they wish to receive a rebate this year. For more information on who must file and links to the required IRS forms non-filers should file click here.
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February 11, 2008
UNIVERSITY
PEDIATRIC SURGERY ASSOCIATES, P.S.C. FEATURED IN CLIENT SPOTLIGHT
University Pediatric Surgery Associates, P.S.C. is our most recent Client Spotlight featured organization. To learn more about their mission and staff, please select Clients>Client Spotlight on the navigation bar to your left or simply click here.
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February 4, 2008
POTTER
STAFF MEMBER NAMED TREASURER OF RONALD MCDONALD HOUSE CHARITIES OF THE
BLUEGRASS, INC.
Wes Rowe, a senior associate in the Lexington office's Tax Department, has been elected Treasurer of Ronald McDonald House Charities of the Bluegrass, Inc. which offers a home for children and their families who come to Lexington for medical treatment and related projects for Kentucky's children. Wes had previously served as a committee member, a role he will continue to serve along with his new position. To read more about the charity and the wonderful work they provide, please visit their website by clicking here.
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January 29, 2008
POTTER
& COMPANY, LLP ANNOUNCES STAFF PROMOTIONS
Potter & Company, LLP is pleased to announce the following promotions: Allen Bartlett and Nick Kleinhelter have been named senior associates in the Firm's Louisville office. In the Lexington office, Sally Turney and Heather Sunseri have been named managers in the Firm’s Tax Department. Also in the Lexington office, Stephen Clements has been named Senior Manager and Kimberly Canup, Wes Omohundro and Randall Herrington have been named Senior Associates in the Audit and Assurance Services Department.
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January 22, 2008
ARTICLE
BY POTTER STAFF MEMBER IN CURRENT ISSUE OF AIRPORT MAGAZINE
Rick Shields, a senior manager in our Lexington office, has authored the article "Avoiding Ambiguities in Concession Agreements" which appears in the January 2008 issue of Airport Magazine, published by the American Association of Airport Executives (AAAE). AAAE is the largest professional organization for airport executives in the world, representing thousands of airport management personnel at public use airports nationwide. To read the full article click here.
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January 18, 2008
WELCOME
NEW STAFF MEMBERS TO OUR LOUISVILLE OFFICE
Potter & Company, LLP is pleased to announce that Steve Herold and Billy Amshoff have joined the Louisville office staff. Steve, a senior associate, rejoins Potter after working in private industry. Billy joins the firm as an associate.
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January 2, 2008
WELCOME
NEW STAFF MEMBER TO OUR LEXINGTON OFFICE
Potter & Company, LLP is pleased to announce that Jason Ladd has joined our staff. Jason will work as a senior associate in the firm's Lexington office.
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December 18, 2007
WELCOME NEW STAFF MEMBER TO OUR LOUISVILLE
OFFICE
Potter & Company, LLP is pleased to announce that Pete Zoeller has
joined our staff. Pete will work as an associate in the firm's Louisville
office.
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December 10, 2007
POTTER
& COMPANY, LLP 2007 VISION AWARD WINNERS NAMED
Congratulations to the 2007 Potter & Company, LLP Vision Award winners, Natasha Gray (Louisville office) and Wes Omohundro (Lexington office).
This annual award is presented by the Firm to individuals from each office who best expemplify the Firm's Mission, Core Purpose and Core Values, as determined by their coworkers.
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November 5, 2007
ARTICLE
DETAILING THE IMPACT OF STATEMENT ON STANDARDS FOR VALUATION SERVICES
NO. 1 ("SSVS1") BY MEMBER OF POTTER BUSINESS VALUATION GROUP
APPEARS IN CURRENT ISSUE OF KENTUCKY CPA JOURNAL
David Prewitt, a senior manager in our Lexington office and a member of our Business Valuation Group, has authored the article "Valuation Standards and Kentucky CPAs" in the Fall 2007 issue of the Kentucky CPA Journal (published by the Kentucky Society of CPAs). The article details the ramifications of the new standard and its effect on Kentucky CPAs . To read the full article click here.
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October 29, 2007
POTTER NAMED EXCLUSIVE CENTRAL KENTUCKY
MEMBER OF MANUFACTURING ASSOCIATION
Potter & Company, LLP is pleased to announce that it has been named the exclusive Central Kentucky member of the CPA Manufacturing Services Association (MSA), a nationwide association of CPA firms specifically selected for their experience in and commitment to serving the manufacturing industry. In addition to providing traditional accounting, tax, and auditing services, MSA members distinguish themselves by providing specialized consulting services that meet the unique needs of manufacturers.
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October 12, 2007
QUICKBOOKS TRAINING OFFERED THROUGH
THE BLUEGRASS SMALL BUSINESS DEVELOPMENT CENTER
Ida Gerson, a senior associate in the firm's Lexington office, will be the instructor for two upcoming Beginning QuickBooks classes offered through the Bluegrass Small Business Development Center (SBDC). For more information regarding the course offerings, including pricing, dates, and curriculum, please visit the Bluegrass SBDC course offering page by clicking here.
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September 24, 2007
LEXINGTON OFFICE EMPLOYEE FEATURED IN
COMMERCE LEXINGTON ARTICLE
Craig Browning, the firm's Business Development Coordinator, is featured in the most recent issue of Commerce Lexington's Business Focus magazine for his work with the Ambassador committee.
To read the article, click here.
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September 17, 2007
POTTER NAMED FINALIST IN 2007 WE CARE
AWARDS COMPETITION
Potter & Company, LLP has been named a finalist for the We CARE Award in the Medium Business Category. Republic Bank will announce the winners at a dinner & awards presentation on September 25.
Republic Bank's We CARE Award is a way to give recognition and appreciation to local companies whose employees are doing great things for our communities. The award was created to publicly congratulate companies who stress the four elements contained in the We CARE name itself - Community, Activity, Recognition and Enterprise.
To learn more about Republic Bank's We CARE Award, click here.
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September 10, 2007
WELCOME NEW STAFF MEMBER TO OUR LEXINGTON
OFFICE
Potter & Company, LLP is pleased to announce that Andy Adams has joined
the staff of the Lexington office. Andy will serve as Network Engineer
and provide IT consulting and support services to our clients.
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August 29, 2007
CONGRATULATIONS TO NICK KLEINHELTER
IN OUR LOUISVILLE OFFICE
Potter & Company, LLP is pleased to announce that Nick Kleinhelter,
an associate in the Lousville office recently completed requirements for
his Certified Public Accountant (CPA) license including passing the CPA
examination.
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August 21, 2007
CONGRATULATIONS TO RICK SHIELDS IN OUR
LEXINGTON OFFICE
Potter & Company, LLP is pleased to announce that Rick Shields, a
senior manager in the Lexington office's Audit and Assurance Group recently
completed requirements for his Certified Fraud Examiner designation.
Certified Fraud Examiner (CFE) is a designation awarded by The Association of Certified Fraud Examiners (ACFE). The ACFE is a 39,000 member-based global association dedicated to providing anti-fraud education and training.
The CFE designation denotes proven expertise in fraud prevention, detection, deterrence and investigation.
Click here to visit the Association of Certified Fraud Examiners official website for more information about the designation.
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August 9, 2007
POTTER & COMPANY, LLP PARTICIPATES
IN GOLF SCRAMBLE TO SUPPORT PAUL LAURENCE DUNBAR HIGH SCHOOL SOCCER TEAM
Staff members from our Lexington office joined other supporters of the
Paul Laurence Dunbar High School Boys' Soccer Team in a golf scramble
held recently at the Golf Club of the Bluegrass. Despite the hot temperatures
of late, participants enjoyed a great day of golf while supporting a worthy
cause. The soccer team not only provides great soccer entertainment throughout
the year but all soccer team members provide valuable community service
to local charities including:
•
Manchester Center
•
Muscular Dystrophy Telethon
•
Alzheimer Association
•
American Red Cross
•
Central Kentucky Riding for the
hhHandicapped
•
God's Pantry Food Bank
•
Family Care Center
•
Senior Citizen Center
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August 9, 2007
INTRODUCING THE NEW POTTER & COMPANY,
LLP WEBSITE
We are pleased to unveil our new website offering downloadable
personnel contact information, brochures, and newsletters; print-friendly
pages; e-mail capability for page links; and other enhanced features.
We hope you like navigating through our website and we welcome your feedback
about your experience.
Note to Net Client Users: The link to login is now found at the Clients link to the left. From there click on the NetClient Login link to access the site.
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Potter & Company, LLP is an accounting and consulting firm with offices in Lexington and Louisville, Kentucky.
We are a dynamic blend of high energy associates and experienced partners; locally owned, yet globally connected. Our clients include individuals, small businesses, governmental entities, not-for-profits, and multimillion dollar corporations who face important financial decisions everyday. From tax and financial planning issues to providing assurance services, we provide solutions that can contribute to your company’s profitability and growth, and help plan for your personal financial security.
Potter & Company, LLP is a member of the AICPA Division for CPA Firms, Employee Benefit Plan Audit Quality Center, Governmental Audit Quality Center, and Center for Audit Quality as well as the Center for Nonprofit Excellence. We are also an independent firm associated with the North American region of Moore Stephens International Limited (MSIL). MSIL comprises 366 firms with a total of 647 offices across 98 countries. The breadth and depth of services available to you are equivalent to those offered by Big 4 firms. These services are enhanced by a more hands-on, personalized approach to serving client needs. Together, we can work with you to develop a strategy to help you reach your desired goals.
301 East Main Street | Suite 1100 | Lexington, Kentucky 40507
Telephone: 859.253.1100 | Fax: 859.253.1384
500 West Jefferson Street | Suite 1600 | Louisville, Kentucky 40202
Telephone: 502.584.1101 | Fax: 502.584.4960