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Atlanta’s Most Trusted Advisors Features Halsey G. Knapp, Jr. and Jonathan Hawkins

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

Halsey G. Knapp, Jr. / Krevolin & Horst, LLC
Partner

Halsey is described as an “aggressive and attentive litigator with good trial experience and a strong reputation for business break up cases (Chambers).” Halsey has been recognized by his peers as a top 100 Lawyer in Georgia since 2009 and as a Super Lawyer since 2004, which suitably fits the pre-eminent business litigation practice of Krevolin Horst.  Halsey received his undergraduate degree in 1977 from Cornell University before earning his law degree in 1980 from Emory University School of Law, where he received the Best Brief Award in the Law Day Competition and served as President of the Student Bar Association. His association with Emory continues to this day as a Master, Executive Committee Member and former President of the Lamar Inn of Court and a member of its Board of Law Advisors.

Halsey frequently speaks on jury selection, business litigation and alternate dispute resolution topics. He is also a frequent contributor to the Wall Street Journal’s Risk & Compliance Journal. Halsey Knapp regularly advises clients on crisis management and best practices with particular emphasis on business arrangements, limited liability entity operating agreements, graceful employment departures, and more antagonistic, high stakes, “bet the company” business divorces and litigation.

 

Jonathan Hawkins / Krevolin & Horst, LLC
Partner

Jonathan E. Hawkins is a partner at the law firm of Krevolin & Horst, LLC. Whether it be as trusted advisor, outside general counsel, or as a litigator, he provides guidance where legal issues, risk management, and business strategy intersect. Jonathan also serves as outside general, business, and ethics counsel to lawyers and law firms and assists them in risk management, law firm structuring, partnership agreements, employment agreements, of counsel agreements, lateral moves, separation agreements, law firm dissolutions, attorney fee disputes, employment issues, and ethics advice. Jonathan maintains a robust trial practice and represents clients in numerous business sectors in high-stakes complex commercial litigation. His cases typically involve significant and complex business fraud, tort, contract, and fiduciary duty claims. He also publishes a blog dedicated to discussing the business and law of lawyering at www.alawyershandbook.com.

 

Bonnie Buol Ruszczyk (Host) / bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

Atlanta’s Most Trusted Advisors Features Alicyn McLeod and Emma Foulkes

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Amy Williams

Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

Alicyn McLeod / FinLogic, LLC
Tax Partner

Alicyn McLeod specializes in tax planning and compliance for closely-held businesses and not-for-profits. She also offers fiduciary services, including serving as trustee, administrator, financial power of attorney, and conservator. She previously ran her own solo practice and brings the same drive and dedication to her clients at FinLogic, along with 15 + years of accounting & tax experience.

Alicyn, a Georgia native, is a graduate of Augusta University where she earned both her Bachelors in Business Administration in Accounting and her Masters of Business Administration. She is an animal-lover who wanted to be a veterinarian as a child and accidentally stumbled into accounting while working her way through school. She quickly appreciated that each day holds its own unique professional challenges and learning opportunities.  She enjoys applying her specialized knowledge to her clients’ business and tax situations to help them understand and navigate confusing issues that have a large impact on their finances.

Alicyn resides in Buckhead and is an active member of the Atlanta business community. She contributes her professional skills by volunteering with several organizations including serving as President-Elect of the American Woman’s Society of CPAs – Georgia Chapter, Goethe-Zentrum Atlanta (a German cultural center) as treasurer, Atlanta Gay and Lesbian Chamber of Commerce’s finance committee, and Georgia Lawyers for the Arts’ advisory board.

 

Emma Foulkes / Foulkes Steele Wealth Management
Certified Financial Planner, Managing Partner, Branch Manager

Emma Foulkes is a Certified Financial Planner, Managing Partner and Branch manager of Foulkes Steele Wealth Management.  Emma Has been guiding clients to financial freedom for over 15 years.  She is a board member & the Past President of the Atlanta Gay & Lesbian Chamber of Commerce and Past board member of the Financial planning association.  She is a disabled veteran of the U.S. Army – Operation Desert Storm.

 

Bonnie Buol Ruszczyk (Host) / bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

Atlanta’s Most Trusted Advisors Features Donna Grindle

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

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Donna Grindle / Kardon Compliance
Founder & President

After 30 years in IT, Donna Grindle has seen a lot of changes.  As a self-professed techno-nerd, she has been thrilled to test out new tech as it has come along.  Donna started in Healthcare IT as a programmer for Atlanta based, Millard-Wayne, Inc. in 1987.  When the company was acquired in 1997, Donna was Vice President of Operations.  

In 1999, Donna formed the technology consulting firm, Kardon Group, LLC, with her now wife and business partner Karla Kreitner.   Today, doing business as Kardon Compliance, they help companies manage their HIPAA compliance programs.

Donna is also a speaker, blogger, and podcaster on topics concerning HIPAA compliance as well as technology and cybersecurity for small business.  Donna and Karla are active in a variety of community organizations such as For The Kid, Health Initiative, Atlanta Independent Women’s Network, and more.  They live in the Tucker area with their sheltie, Chantz.

 

 

Bonnie Buol Ruszczyk (Host) / bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

Atlanta’s Most Trusted Advisors Features Sarah Assalti

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

 

Sarah Assalti / Sage

Sarah Assalti has been a member of the marketing services community for almost 20 years. Her experience has run the gamut from nonprofit giants like American Cancer Society, to small startups, to Fortune 500 companies such as Sage. After leaving the nonprofit arena in 2008, Sarah dove into the world of marketing automation, exploring how technology can be a friend, not a foe, to marketing and sales teams. As the Manager for Marketing Automation at Sage, she has enjoyed creating processes where none existed and removing roadblocks so strategies can move forward effectively.

Outside of the marketing world, Sarah enjoys traveling, writing, and spending time with her husband, her young son and their three dogs. Sarah volunteers and raises money for several nonprofits throughout the year including Relay For Life and various humane charities. She hopes that someday soon she will finally understand string theory and master the Rubik’s cube.

 

 

Bonnie Buol Ruszczyk (Host) / bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

 

 

Atlanta’s Most Trusted Advisors Features Jerry Jones and Kelvin Moy

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

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Kelvin Moy and Jerry Jones

 

Jerry Jones / Ad Information Technology (“AdIT”) / Baseology

Jerry Jones helps manage AdIT’s advisory and IT consulting services as well as Baseology’s custom SaaS development. Jerry has over eighteen years of experience in accounting, audit and information technology consulting including eight years of public accounting experience. Audit and advisory service industry experience includes distribution, financial services, health care, high-tech, hospitality, insurance, manufacturing, not-for- profit, real estate service and transportation. Jerry’s certifications include CPA, CISA, CISM, CGEIT, CRISC.

 

 

Kelvin Moy / Ad Information Technology (“AdIT”) / Baseology

Kelvin Moy has over sixteen years of experience in information technology risk management, strategic planning, governance, operations and consulting. His information technology services portfolio includes manufacturing, financial institutions, high-tech, marketing, real-estate, construction, transportation and logistics, education, government, and not-for- profits. In addition to assisting with the firm’s compliance services, he also manages AdIT’s IT consulting projects and outsourced CIO services. Kelvin specializes in working with executive teams and decision makers to remediate business gaps with practical and scalable enterprise information technology solutions.

 

Additional Resources:

See AdIT Baseology Firm Presentation and Baseology Baseline Builder Flyer

 

Bonnie Buol Ruszczyk (Host)/ bbr Marketing   

Bonnie Boul ruscyzkBonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

She is excited about the publication of her first book earlier this year, Take Your Marketing Online! Proven Ways to Grow Your Firm in the Digital Age. She was recognized in 2012 and 2013 as one of AccountingToday’s Top 100 Most Influential People and is in great demand as a consultant, speaker and leader at various industry events. She is a founding member of the Atlanta Independent Women’s Network and is the Atlanta chapter president of the Association for Accounting Marketing. She is also a regular contributor to a variety of websites, including Social Media Today, Accounting Today and other industry-related publications and has been quoted in Entrepreneur, U.S. News & World Report, CPA Practice Advisor, and others. She was recently invited to join the CPA Consultants’ Alliance and is excited about being a part of this influential group.

 

 

 

 

 

Atlanta’s Most Trusted Advisors Features Keely Herrick and Stephanie Everett

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

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Keely Herrick and Stephanie Everett

 

 

 

Keely Herrick / KHerrick LLC

 

Keely Herrick focuses her practice on intellectual property law, including domestic and global trademark prosecution, clearance, opposition and cancellation actions, enforcement, and licensing as well as domain name disputes and copyright matters. Prior to founding KHerrick LLC, she worked at a large firm in New York and a boutique firm in Atlanta. She has continued her passion for pro bono work in Atlanta as an active participant at Georgia Lawyers for the Arts. She regularly provides seminars at museums, schools, and other venues on intellectual property matters. She is also a freelance entertainment writer, contributing regularly to Creative Loafing Atlanta and other websites, and she is a board member of the Actor’s Express theater company.

 

 

 

Stephanie Everett / Stephanie Everett consulting 

 

I don’t know when my love affair with budgets first began. It was a love that grew quickly and deeply. Soon, it wasn’t enough to just do my own budget. I was proclaiming the joys of budgeting to my family, friends, work colleagues…anyone who would listen.

I didn’t stop there. Soon, I was immersed in studying leadership, time management, and business development skills. At the beach, my friends read the latest gossip magazine, while I learned how to motivate employees or organize my work day.

In March of 2008, I put all those skills to the test when my law partner and I launched our law firm. I remember the initial fear and felt overwhelmed at times, but also excited for the opportunities and possibilities. Like most attorneys, we learned how to run the business the hard way–through trial and error. We eventually figured out what worked and grew the firm from 2 lawyers and an assistant to 20 people in less than 8 years.

Today, I’ve turned my passion for and experience in creating, running and growing a law business into a business benefiting lawyers who may feel stuck in their own practice. I know exactly what it feels like–the frustrations, anxieties, hopes, and possibilities–because I’ve been there. I help attorneys avoid the “hard way.” Instead, let’s chart a bold course for a life and career that turns the attorney’s vision into practice.

To do this, I created B-School For Lawyers. This 10-month program is designed to give attorneys the tools to create and implement a successful law business. Meeting in small groups one Friday a month, attorneys accepted to the program will learn how to create a law business that excels, grows and moves consistently toward your ultimate goals. In between class sessions, participants begin implementing these systems into their practice, assisted by one-on-one coaching sessions to address specific concerns.

 

 

Bonnie Buol Ruszczyk (Co-Host) / bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

 

 

 

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Atlanta’s Most Trusted Advisors Features Colin E. Blalock

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

Colin E. Blalock / JONES AND KOLB, CPA
Shareholder

A shareholder with Jones and Kolb since 1986, Colin's practice concentration is in tax controversy, nonprofit organizations, entrepreneurial businesses and individuals. His prior experience includes working with the Examination Division of the IRS in Atlanta. Colin is a member of the AICPA, the Georgia Society of Certified Public Accountants, the Georgia Society of Association Executives, the Financial Planning Association and the

Atlanta Alumni of Revenue Agents. Colin is a Past President of the Georgia Society of CPAs and the Past Chair of the Gulf Coast Tax Exempt/Governmental Entities IRS Advisory Council. He currently serves as a Trustee (Past President) of the Georgia Federal Tax Conference. Colin is a prolific speaker on tax topics and facilitates several roundtable discussion groups. He is very active in his community serving on the Board of Directors of the Fowler YMCA and Chair of the Finance Committee at his church.

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Bonnie Buol Ruszczyk (Co-Host)/ bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

 

Atlanta’s Most Trusted Advisors Features Timothy J. Jones

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

Timothy J Jones and Bonnie Buol Ruszczyk

Timothy J Jones and Bonnie Buol Ruszczyk

 

Timothy J. Jones / The Timothy Jones Companies
CEO & Founder

TJ is an expert leadership speaker, coach, and consultant with a new book to be launched in September. He began his professional life as a teacher, then spent 20 years in the biopharmaceutical industry leading sales teams and as head of Training and Leadership Development. With practical wisdom learned in the trenches, TJ helps individuals, teams, and companies enhance their engagement and effectiveness. He delivers highly interactive and transformative learning experiences. He is President/Owner of the Timothy Jones Companies. LinkedIn profile: https://www.linkedin.com/in/timothyjjones1

 

 

Bonnie Buol Ruszczyk (Host)/ bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

 

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Timothy j Jones and Ryan “Redhawk” McPherson

Atlanta’s Most Trusted Advisors: Tips for Businesses Looking to Expand Beyond the U.S.

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Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

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Stafford Hull, Marc Schwartz, Ryan Redhawk, Bonnie Buol Ruszczyk

 

 

Marc Schwartz / Schwartz International
Partner

 Marc is cheerleader-in-chief with so much energy the firm’s coffee machine has to work overtime so the others have a chance to keep up. Marc loves to be outdoors and is always moving, frequently participating in long-distance swims and runs and whatever else lies in wait.

The founding partner at Schwartz International, Marc teams with a variety of U.S. and foreign individuals and business clients, providing strategic tax and financial solutions to help his clients achieve their goals.

Marc has lived and worked in the U.S. and abroad in both governmental and private sector roles. His diversified experience enables him to bring a practical global perspective to the individuals and businesses he serves. He began his career at a Big 6 accounting firm in his hometown of Atlanta, Georgia, where he built a strong foundation in federal, state/local and international tax over several years. He then transferred to one of the firm’s non-U.S. offices in Latin America where he continued to serve European, Asian, Latin American and U.S. clients.

A geographically diverse client base has allowed Marc to gain significant experience with tax treaties, outbound/inbound planning, repatriation, foreign tax credits, real estate investments/FIRPTA, branch taxes and audit defense. He has taught a graduate-level international tax course at the Universidad Panamericana in Mexico City and continues to lecture on international tax issues. In addition, Marc is a recognized author who contributes articles on international tax matters and legal issues to several trade publications.

Marc earned his BA from Colgate University, a Master of International Affairs from Columbia University and a law degree from Emory University. He is fluent in Spanish and has a working knowledge of Portuguese.

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Stafford Huff / BNKJ (babush, neiman, kornman & Johnson)
Partner


Stafford’s many years of experience in public accounting, combined with his impressive and unique education, have contributed to his very strong and thorough understanding of the common and uncommon challenges facing growing businesses and their owners.

From the beginning of his accounting career in 1986, Stafford has benefited from his involvement in a wide variety of tax and accounting engagements. He prides himself on developing practical solutions and earning the trust of clients, associates and other members of the professional services team.

Stafford focuses his service efforts in taxation and business consulting. He is particularly knowledgeable in the areas of:

  • Real Estate Development, Construction and Investment Entities
  • Timber and Timberland Investment Entities
  • Physician, Dental and Orthodontic Entities
  • High Income and High Net Worth Individuals
  • Closely Held Entities

Stafford is a native of Atlanta and has earned degrees from the University of Georgia and the State University of West Georgia. He currently serves as Secretary on the Board of the Atlanta Tax Forum, and is an active member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSPCA)

 

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Bonnie Buol Ruszczyk (Host)/ bbr Marketing
President

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

Co Host Bonnie Buol Ruszczyk

Bonnie Buol Ruszczyk

 

 

Atlanta’s Most Trusted Advisors: Why You Should Care about Social Security Planning

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Faye Sykes, Laurie Attaway and Bonnie Buol Ruszczyk

Atlanta’s Most Trusted Advisors interviews industry experts from in and around the Metro Atlanta Area. Our goal is to provide valuable information that all business owners and managers can use in their day-to-day work to help them succeed.

 

 

Faye Sykes / Social Security Benefit Planners
Retirement Planner NSSA, CLTC

Faye Sykes, NSSA, CLTC is a financial planner with 11 years of experience assisting clients view their financial life from a holistic approach. Faye’s company Social Security Benefit Planners is a flat fee social security planning firm that helps baby boomers understand and implement their optimal plan.  fsykes@socialsecuritybp.com 877-270-7727 to find out more.

 

 

Laurie Attaway / Attaway Linville
Partner

Laurie has been a real estate investor for more than 20 years.  She has purchased, rehabbed, managed, rented, and or sold single family homes, multi family structures, commercial properties and even trailers and trailer parks.  Laurie was frustrated with the CPA assistance that was out there for her and her partners.  So in the late 1990’s she became a CPA, retired from corporate America and began providing Entrepreneurial Services to Real Estate players.  In addition to being a CPA, Laurie has two business degrees from Mercer University and a Masters in Taxation from Georgia State University.

 

 

 

Bonnie Buol Ruszczyk (Host)/ bbr Marketing Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytime soon. As president of bbr marketing, she has relished the challenges of entrepreneurship as she worked to grow and nurture a new business. Since the firm’s inception in 2009, Bonnie has led the young company to become widely recognized and respected within the professional services marketing niche, with award-winning client websites and an outstanding history of business success having worked with clients in 23 states and 2 Canadian provinces.

 

 

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