|
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.
-------------------------------------------
October
30, 2008
THE
2009 TAX PLANNING GUIDE IS NOW AVAILABLE
To access the 2009 Tax Planning Guide, click here
-------------------------------------------
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
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
June 16, 2008
WELCOME
NEW STAFF MEMBER TO OUR LEXINGTON OFFICE
Potter
& Company, LLP is pleased to announce that Lorann Howell
has joined our staff. She is a graduate of Georgetown
College. Lorann will work as an associate in the firm's
Lexington office.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
-------------------------------------------
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.
------------------------------------------
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
------------------------------------------
August
3, 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.
-------------------------------------------
|
