Warren Averett Archives - Page 7 of 7

State Income Tax Issues For Residents Relocating To States Without Income Tax

July 27, 2017 by Mike

Gwinnett Studio

State Income Tax Issues For Residents Relocating To States Without Income Tax

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Robert Port, Brian Enlow, Richard Litwin, Millie Baumbusch

This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC.

Richard Litwin/The Litwin Law Firm

Richard C. Litwin is an Atlanta attorney, who specializes in state and local taxation and tax disputes, including sales and use tax, multistate corporate income tax, personal income tax, state residency, employment tax and property tax matters. Mr. Litwin is a Georgia Super Lawyer and has been listed in The Top 100 (lawyers in Georgia). He is also listed in U.S. News and World Report’s The Best Lawyers in America, for (1) Litigation and Controversy – Tax and (2) Tax Law; Georgia’s Top-Rated Lawyers (publication of The Atlanta Journal-Constitution, The Wall Street Journal and The Daily Report) and Mr. Litwin has also been voted as one of the state’s top attorneys in Georgia Trend Magazine’s Legal Elite, in Taxes/Estates/Trusts. Mr. Litwin is Co-Moderator of the Georgia Department of Revenue Attorney Liaison Committee, which meets twice each year.

Mr. Litwin served as Chairperson of the State Bar of Georgia Section of Taxation (2001-2002) and served as a member of the State Bar of Georgia Tax Section Georgia Tax Court Task Force. Mr. Litwin was Chairperson of the Atlanta Bar Association Taxation Section (2004-2005) and currently serves as a board member. Mr. Litwin has also served as a member-at-large of the Atlanta Bar Association CLE Board of Trustees. Mr. Litwin has worked on projects with the Department of Revenue, in his role as a member of the Georgia Department of Revenue Liaison Committee and as a member of a special task force formed to address State consolidated return filing regulations. He also served as a member of the Georgia Department of Revenue Business Advisory Committee from 2007-2008.

Prior to forming his current firm, Mr. Litwin was a partner at an Atlanta law firm. Mr. Litwin was also an Assistant Attorney General in the Tax Section of the Georgia Attorney General’s Office and worked in the Tax Department at the Atlanta office of an international accounting firm. Mr. Litwin speaks frequently on various tax topics, at national and state bar seminars and at seminars sponsored by the Georgia Society of CPAs. Mr. Litwin has also published articles on various aspects of taxation, including “The Georgia Tax Tribunal Act of 2012,” an article that he co-authored and that was published in the December 2012 edition of The Georgia Bar Journal. Mr. Litwin serves as a volunteer tax lawyer with Pro Bono Partnership of Atlanta. He also serves, by appointment by the Georgia Supreme Court, as on the State Bar of Georgia’s Standing Committee on the Unlicensed Practice of Law.

Mr. Litwin graduated from the University of South Carolina, with a B.S. degree, cum laude, in Economics, and was inducted into Phi Beta Kappa. He graduated from Emory Law School, where he was a member of the Moot Court Society. In September 2016, Mr. Litwin was appointed by the Univ. of South Carolina Board of Trustees to serve a three-year term as an at-large member of the USC Board of Visitors.

Brian Enlow/Warren Averett

Brian Enlow is a CPA in Warren Averett’s tax division and is a member of the firm’s Entrepreneurial Leadership Roundtable. For over 15 years, Brian has served as a trusted advisor to multi-state businesses and their owners, focusing on the manufacturing and distribution, real estate, and service industries. He has helped these clients in all stages, from business formation to successful exits, including sales to private equity funds and ESOPs. Brian resides in Atlanta with his wife and twin 3 year old sons.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Spotlight on Warren Averett

October 30, 2015 by rhondachale

Birmingham Business Radio

Spotlight on Warren Averett

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Warren Averett CPA Firm

Cecil Bostany /Member in the Tax Division, Leader In The Life Sciences & Technology Practice Group

David Salters / Director of Staffing and Recruiting

Melanie Nichols / Chief Investment Officer, Asset Management

Amy Walker / Business Development Consulting

Cyndi Warren with Warren Averett, Kelly Reeser with CIE, and Robin Reshard with Robert Robino Productions

August 9, 2015 by rhondachale

Pensacola Business Radio

Cyndi Warren with Warren Averett, Kelly Reeser with CIE, and Robin Reshard with Robert Robino Productions

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Cyndi Warren / Warren Averett

Cyndi Warren joined the Firm in 1990 and is the Managing Member of the Pensacola office. She has extensive experience in individual and corporate tax planning and tax code compliance and also specializes in tax and accounting for the construction industry. Cyndi has been a keynote speaker for several local groups including the Associated General Contractors, American Subcontractors Association and the National Association of Industrial & Office Properties. She is a member of the Firm’s Executive Committee. Cyndi is heavily involved in the Pensacola community and is currently the President of IMPACT 100 Pensacola Bay Area, a women’s philanthropy group, that has given over $6 million to nonprofit organizations since 2004.

Kelly Reeser / CIE

Robin Reshard / Robert Robino Productions

Robin Reshard is the creative director of Robert Robino Productions, a multimedia company with a vision to communicate relevant issues and encourage thought-provoking dialogue that makes a difference. She is an author, producer, and speaker and serves on several community boards. Robin and her husband, Lloyd, started the Pensacola Network in 2013 with a mission to connect people and strengthen relationships.

Alan Reeves with Birmingham Business Alliance, Cecil Bostany and Max Koss with Warren Averett and Alston Noah with Vincari

July 31, 2015 by rhondachale

Birmingham Business Radio

Alan Reeves with Birmingham Business Alliance, Cecil Bostany and Max Koss with Warren Averett and Alston Noah with Vincari

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Alan Reeves / Birmingham Business Alliance

Cecil Bostany and Max Koss / Warren Averett

Alston Noah / Vincari

Headquartered in Birmingham, Alabama, Vincari helps hospitals, surgery centers and the physicians who perform surgical procedures to minimize costs, maximize quality and specificity for ICD-10 documentation as well as optimize facility and professional fee reimbursement. The software platform, Lightspeed Valet, is engineered for speed, accuracy, and the ability to anticipate physician needs, learn individual patterns and guide specificity. Lightspeed Valet dramatically improves the entire process related to ICD-10 both upstream at the point of care and downstream for the coding and documentation teams.

Special Edition: TiE Atlanta

March 5, 2015 by rhondachale

Atlanta Business Radio

Special Edition: TiE Atlanta

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Ashish Thakur and Amyn Sadruddin / TiE Atlanta

TiE is a non-profit, global community welcoming entrepreneurs from all over the world. We believe in the power of ideas to change the face of entrepreneurship and growing business through our five pillars; mentoring, networking, education, incubating and funding. TiE was founded in 1992 by a group of successful entrepreneurs and is currently the world’s largest entrepreneurial organization out there. With programs like TiE Young Entrepreneurs (TYE) and Mentor Match, we are reaching out and fostering the next generation of entrepreneurs.

Jeetan Singh / HighPoints Learning, Inc.

Founder & President/CEO, Datamatics Inc : www.Datamatucs.us: Sept 1993, started a Software Consultancy company (Datamatics Consultants Inc) from a 1-Bedroom Apt. The main focus of Datamatics Consultants is to provide high quality software consultants & professional services to Fortune 500 companies in USA.

In 1999, Datamatics Consultants Inc was recognized as #81ranked fastest privately held company by Inc 500. Datamatics Consultants has completed 21 years successful years since Sept 1993.

In early 2000’s, saw the emerging trends in the internet market. Companies like Google, Facebook, Netflix, Amazon were fast emerging leveraging on the power of internet. Driven by own entrepreneurship started software based services projects in the K12 eLearning space under HighPoints Learning with a focus to provide software based products & services to K12 schools (elementary to high schools ) in USA.

In last 8+ years, HighPoints eLearning program has been approved by Dept of Education in 26 states as Supplemental Educational Program.

Currently working on launching a new global brand ‘YouScore’, a social-media based platform with focus of educators, learners in K12 Space.

Dick Ingwersen and Matthew Frooman / Warren Averett

Dick Ingwersen is a Member of the Warren Averett Tax Division and serves on the Firm’s Executive Committee. Dick brings to clients extensive experience in individual tax and financial planning, estate and fiduciary planning, retirement plans, employee compensation, partnership taxation, private investment partnerships and closely-held corporations.

Matthew Frooman is a Member in the Tax Division of Warren Averett where his practice includes a wide variety of business and individual client matters. In addition, he is a Technical Compliance Firm Best Practices Leader. He has extensive experience with income tax compliance and planning for corporations, partnerships, trusts and individuals, including having worked with a number of multi-state and inbound and outbound foreign business clients, many with heavy capital and/or personnel investments. Some of Matthew’s special projects have included detailed analysis and mediation relating to litigation support (including divorce) matters, purchases and sales of businesses and Internal Revenue Service examinations. Additionally, he has led the roll-out of various specialized tax services for the Firm in conjunction with alliance partners, such as cost segregation studies, Georgia retraining tax credits and Section 412i defined benefit plans. He’s particularly adept at locating and executing opportunities to amend new clients’ prior tax returns for tax refunds, and at identifying improved tax filing positions on a current and ongoing basis for continued tax savings. Clients have called him “tenacious” in his approach to finding the best results for them. They value the creativity and acumen he brings to the table, along with his integrity and commitment to the Firm’s 5-STAR client service. Matthew resides in Atlanta with his wife of 30 years, and they have four children and one grandson.

Special Edition: TiE Atlanta

November 10, 2014 by rhondachale

Atlanta Business Radio

Special Edition: TiE Atlanta

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Dick Ingwersen / Warren Averett

Matthew Frooman / Warren Averett

Vikas Verma / Alpha Insulation & Waterproofing

Vic Verma is the Chairman & CEO for Alpha Insulation & Waterproofing Co. He is also Managing Partner with The Radiology Group LLC.

Vic is an Entrepreneur, Real Estate Developer & Investor. He arrived in the US from India in 1977 after finishing his Bachelor’s Degree in Engineering & Associate Degrees in Marketing Management and International Marketing. He started with the San Antonio based Alamo Insulation Co. as Junior Estimator & rose to the President’s position in 3 years. Vic established Alpha Insulation & Waterproofing in 1982 in San Antonio. The company headquarter was moved to Atlanta in 1989. Alpha now has 9 offices throughout Texas, Georgia, Carolinas, Tennessee, Florida & Alabama. He currently oversees business and market development & finance for Alpha’s operations.

He invested in The Radiology Group (TRG) & Women’s Imaging Centers (WIG) in 2011 & took over the role of Managing Partner in 2013 after making critical changes in company’s personnel & culture and making them profitable. TRG is an Atlanta based Radiology Services company serving Clinics and Hospitals in 9 states. WIG has 3 current locations and is exploring national franchise options to stimulate rapid growth.

Over the years, he’s been actively involved with various trade organizations & served as President of Georgia Walls & Ceilings Association & Charter Mentor of The Indus Entrepreneur (TiE). He currently is a board member of the National Association of Minority Contractors (Atlanta) & Cobb Chapter of the Boys & Girls Clubs of Atlanta. Vic also serves as advisor emeritus for Cobb Chamber CEO Roundtable Blue group. He is past chairman of Indo American Cultural Association and Founder of Senior Citizens Group for Asian Indians in Atlanta. Vic has over 37 years of business startup & management experience and served on the Advisory Boards of Bank of N. Georgia (formerly Charter Bank & Trust), Owens Corning & Johns Manville, a Berkshire company. Vic is also a graduate of Leadership Atlanta Class of 2005.