Frazier Deeter Archives - Page 5 of 5

FRAZIER & DEETER’S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

November 20, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

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Courtney Mishoe, Daniel Peck, Roger Lusby

Daniel Peck/TAB Retail Remodeling

TAB Retail Remodeling, Inc. specialize in crew specific interior remodel of big box retailers. They handle everything from merchandising, fixture install/breakdown, fixture anchoring, millwork, and graphics.

TAB Retail Remodeling has always operated with a competitive spirit, never settling for any thing less than being the best. Their merchandising, carpentry, racking, fixturing, and graphics teams are continuously required to fine tune their trades. TAB’s corporate management team has complete knowledge of and ability to perform all of their services offered.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: Tim Lusby & Michael Rozmajzl with JRL Energy/JRL Coal

September 18, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Tim Lusby & Michael Rozmajzl with JRL Energy/JRL Coal

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John Ray, Roger Lusby, Micahel Rozmajzl, Tim Lusby

Tim Lusby and Michael Rozmajzl/JRL Energy & JRL Coal

JRL Coal, Inc. (JRL) is a vertically integrated coal enterprise. JRL invested significantly in its turn-key capacity to extract clean coal using advance technology, efficiently cleanse and prepare coal in their state-of-the-art coal processing plant, responsibly store overburden in self-maintained refuse impoundment, and timely load and deliver coal through their new tipple and CSX rail loadout.

JRL recently acquired the assets and mining reserves, known as the Coalgood Operations, from Alpha Natural Resources. These assets and operations are located Southeast of the city of Harlan in Harlan County, Kentucky. The coal reserves located at this operation lie within the Middlesboro Syncline, a prominent geologic feature in the Southeast Kentucky. This region is known to possess high quality thermal and high vol metallurgical grade bituminous coal. This region is also known for producing coal with very low chlorine content (average of 200ppm or less).

The operations located at Coalgood have a long history. Coal mining began at the operation in the early 1920’s in the Harlan coal bed. Underground mining continued at the operation through the 1960’s in the Harlan and Limestone coal beds. Surface mining began in the 1960’s in the Harlan, Creech, Wallins, and Limestone coal beds. Underground mining continued in the Creech, Whitesburg, Wallins, Smith and Limestone coal beds until 1990’s. The operation has been idle since 2012, but JRL has recently reactivated surface and deep mining operations in the Whitesburg, Wallins, Smith, Wax, and Limestone coal beds.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: Frank Broniec with Broniec Associates

July 17, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Frank Broniec with Broniec Associates

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Frank Broniec with Broniec Associates

Broniec Associates performs accounts payable auditing and consulting services for large companies across the globe. They apply their expertise to make their clients more efficient and profitable. They distinguish themselves by their focus on integrity and quality of service.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: Doug Guthrie with COMCAST

May 15, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Doug Guthrie with COMCAST

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Doug Guthrie/COMCAST

Comcast Residential and Business Services
Innovation in Technology & Entertainment

With Xfinity, Comcast delivers the best in TV, Internet, voice, mobile, and home management, all working together to give customers instant access to the things that matter most – anywhere, anytime.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: David Deeter and Roger Lusby from Frazier & Deeter

March 21, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: David Deeter and Roger Lusby from Frazier & Deeter

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David Deeter and Roger Lusby/Frazier & Deeter

Headquartered in Atlanta, Georgia, Frazier & Deeter is one of the fastest-growing CPA firms in the United States. Their specialized F&D practice groups provide financial expertise for businesses and individuals looking to succeed in the changing global marketplace. Frazier & Deeter’s CPA professionals are available for a wide range of tax, audit, accounting and advisory services. They are widely-recognized in the industry for their practice innovations as well as their commitment to quality client relationships.

Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

March 7, 2018 by Mike

North Fulton Business Radio

Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

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John Ray, Jeff Petrea, Thomas Heaton, Bob Woosley

Jeff Petrea/Georgia Power

Georgia Power is an electric utility headquartered in Atlanta, GA. It was established as the Georgia Railway and Power Company and began operations in 1902 running streetcars in Atlanta as a successor to the Atlanta Consolidated Street Railway Company.

Georgia Power is the largest of the four electric utilities that are owned and operated by Southern Company. Georgia Power is an investor-owned, tax-paying public utility that serves more than 2.4 million customers in all but four of Georgia’s 159 counties. It employs approximately 7,500 workers throughout the state.

Thomas Heaton/Small Business Development Center at Georgia State

With 17 locations across the state of Georgia, the SBDC’s goal is to enhance the economic well-being of Georgians by providing a wide range of educational services for small business owners and aspiring entrepreneurs. The SBDC offers one-on-one consultation on a wide variety of subjects to address the needs of Georgia’s small business community.

Bob Woosley/Frazier & Deeter

After beginning his professional service career at Price Waterhouse, Bob Woosley became the first professional employee of Frazier & Deeter shortly after the firm was founded in 1981. In 1985, Bob became a partner and over the next 18 years he served the firm as head of the Audit and Strategic Consulting services departments. In 2000, Bob founded iLumen, Inc., the CPA profession’s leading business intelligence and analytical platform which is today used by leading CPA firms and financial institutions across the country. Bob served as CEO of iLumen through 2010 and is currently an active board member and advisor to the company. In 2010, Bob spearheaded the creation of the FD Alliance, a strategic collaborative of non-merged CPA firms located in several metropolitan areas. In 2011, Bob returned to Frazier & Deeter where he serves as the National Practice Leader of the firm’s private equity practice which includes the firm’s fund administration business, FD Fund Administration.

Tom Martin with L-3 Communications, Sabrina Serafin with Frazier & Deeter, Teri Gass with Sterling Risk Advisors, and Sara Totonchi with Southern Center of Human Rights

April 27, 2016 by Mike

Silver Lining in the Cloud

Tom Martin with L-3 Communications, Sabrina Serafin with Frazier & Deeter, Teri Gass with Sterling Risk Advisors, and Sara Totonchi with Southern Center of Human Rights

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Tom Martin, Sabrina Serafin, Sara Totonchi, Teri Gass, Dominick Rainey

Tom Martin/L-3 Communications

L-3 Communications is a prime contractor in aerospace systems. L-3 is also a leading provider of a broad range of communication and electronic systems and products used on military and commercial platforms. At L-3, success is defined by their ability to meet their customers’ needs. That’s why every part of their business is focused on quick and agile response, innovative thinking and a relentless commitment to getting the job done.

Sabrina Serafin/Frazier & Deeter

Frazier & Deeter’s Process, Risk & Governance (PRG) Practice provides customized risk management solutions to clients with offices in Atlanta, Alpharetta, Nashville and Tampa. They deliver assurance and consulting services to various public and private organizations including Service Organization Control (SOC) examinations, outsourced and co-sourced Internal Audit, and other advisory services. The PRG practice also has deep expertise in IT audit and risk management.

Teri Gass/Sterling Risk Advisors

Sterling Risk Advisors is a full-service, Atlanta-based risk management and insurance brokerage firm serving the commercial, professional and personal needs of clients across a diverse spectrum of industries. These include medical and other professional services, construction, transportation and logistics, manufacturing, real estate and technology. Product offerings include all forms of commercial and personal property & casualty insurance, employee benefits and surety bonds. Beyond the products – they look to become the trusted advisor to clients in all things related to risk and which may in any way affect the client’s business objectives. They do this by becoming experts in the business of their clients, knowing what is happening in the economy, the courts, and the legislature.

Sara Totonchi/Southern Center of Human Rights

The mission of the Southern Center for Human Rights is to end capital punishment, mass incarceration, and other criminal justice practices that are used to control the lives of poor people, people of color, and other marginalized groups in the Southern United States. They do this through death penalty representation, impact litigation, policy advocacy, and public education.

Planning for the Inevitable — Death, Taxes & Change

October 16, 2012 by rhondachale

Burr Forman's Results Matter Radio

Planning for the Inevitable --- Death, Taxes & Change

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James M. McCarten/Burr & Forman

Jim is a Partner in Burr & Forman’s Tax, Trusts and Estates and Corporate practice groups, where his practice is best described as a general tax practice. Jim works with a broad spectrum of clients, from start-up businesses, to mid-market family businesses, to publicly traded entities and, finally, retired corporate executives and business owners.

His practice encompasses the entire range of tax planning, including mergers and

acquisitions, structuring and forming start-up businesses, asset protection, family business planning and estates, trusts and wealth preservation. In addition to his transactional planning practice, Jim is also active in representing clients during audits by the IRS and/or a state Department of Revenue.

Finally, as the parent of a young adult on the autism spectrum, Jim is very involved in special needs planning for clients who have family members with a disability.

Jason Meadows/Frazier & Deeter

Jason joined the CPA firm Frazier & Deeter (a Top 100 Firm nationwide) in December of 2000. Jason serves as both the Managing Partner of the firm’s Nashville office and as Head of the Frazier & Deeter Tax Department (firmwide). As a Partner and Head of the Frazier & Deeter Tax Department, he primarily specializes in large corporation taxation consulting and compliance including effectively incorporating LLCs and partnerships into the corporate structure.

Jason has provided consulting services regarding corporate and equity compensation, including the use of stock options and partnership interests. On the transactional side, Jason has provided consulting services regarding mergers & acquisitions and business restructuring for purposes of asset liability protection. In addition, he has extensive experience in FAS 109 and the recently implemented (for public companies) FIN 48.

Jason has experience in a variety of industries including manufacturing, real estate, service and technology. He is partner on several of the firm’s largest clients.

Jason is frequently involved with conflict resolution matters regarding the Internal Revenue Service, including representation of the client during the audit process. He has experience drafting successful Offers in Compromise as well as two favorable Private Letter Ruling requests.

Susan Tillery/Paraklete Financial

Susan M. Tillery is President and Co-Founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm designs and implements, comprehensive financial planning strategies. Paraklete® Financial, Inc.’s focus is on independence and objectivity in order to be the client’s financial advocate and as such, does not manage assets or sell products.

Susan’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms provides the framework for Paraklete.

Susan earned both her bachelor’s and master’s degrees in Accounting from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Susan is a member of both the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and the GSCPA Estate and Financial Planning Committee. She has served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence, as well as for Royal Treasure (an organization that energizes, motivates and educates women to be excellent biblical stewards).

John Ellard/Veracor

John Ellard, CLU brings 20 years of experience in the financial service industry to his work as a Principal at Veracor. John’s specialty area is in providing leadership to families and businesses in the area of wealth design and protection.

John is a native of Atlanta, Georgia and graduated from the University of Georgia with a Bachelor of Arts degree in Communication. After graduation, he began his career with Mass Mutual Life Insurance Company. In 1998 he became a partner with The Benefit Company and in 2005 was a founding partner in Veracor.

John is energetically involved in the estate and wealth planning community having served on the Board of Directors for the Atlanta Estate Planning Council and is a member of the Georgian Planned Giving Council and Philanthropic Advisor Leadership Institute. He holds the Chartered Life Underwriter designation from the American College. John is a Registered Representative with NFP Securities, Inc. and holds Series 24, 6, 63, 65 and 7 licenses with the Financial Industry Regulatory Authority.

Married for 17 years, John and his wife Laura have two children; Justin and Julia. He enjoys sailing, hiking the AT and anything the kids are doing. John is actively involved at North Point Community Church as a Transit leader and serves on the Board of Directors of Camp Highland, a high adventure camp for children.