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
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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 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.
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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 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.
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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