Listen Now!

Business Talk 24-7

Curated Collection Of The Best Interviews From Our Sandy Springs Studio





Atlanta Business Radio

Georgia Society of CPAs

Special Edition: Georgia Society of CPAs

Posted on

Podcast: Download

ABR

Jim Hart/Lightfoot Group LLC Linkedin

James “Jim” Hart provides business valuation services for use in business purchases and sales, estate and gift tax purposes, and litigation, such as stockholder disputes and divorce. Jim and Lightfoot Group also perform financial investigations, fraud examinations and internal investigations. Additionally, they prepare commercial damages and lost profits analyses, and provide bankruptcy / insolvency services. Jim regularly serves as a court-appointed receiver, auditor, and special master.

Jim is a past Chair of the Georgia Society of CPAs Forensic and Valuation Services Section and a past Chair of the Georgia Society of CPAs Litigation Advisory Services Committee. He is also a past President, Treasurer and Emeritus Board Member of the Atlanta Chapter of the Association of Certified Fraud Examiners. He has received the Association of Certified Fraud Examiners 20-year pin. His American Institute of CPA affiliations include: CFF Champion, 2013 CFF Champion of the Year, CPA Ambassador, former ABV Mentor, and member of the CFF Credential Exam Development Task Force.

Jim has taught business valuation, fraud and bankruptcy courses for national and local conferences sponsored by the American Institute of Certified Public Accountants (AICPA), the Association of Insolvency and Restructuring Advisors (AIRA), the Georgia Society of CPAs and the Georgia Chapter of the Association of Certified Fraud Examiners (ACFE).

Joel Pascaner/Stephen M. Berman & Associates Linkedin

Joel L. Pascaner is a tax partner specializing in high net worth individuals, privately held entities, partnerships, S corporations, estates and trusts, not-for-profit organizations, and state and local tax matters. He also has extensive experience representing taxpayers before the IRS as well as numerous other taxing jurisdictions.

Joel is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and The Leaderhship Team of the Tax Section of the Georgia Society of Certified Public Accountants. He has been an at-large member of the GSCPA Council. In addition, he has served as the Chairman of the Tax Section of the GSCPA as well as both the Federal Tax Legislation and the Georgia Tax Legislation Subcommittees of the GSCPA Tax Section, where he was involved in the drafting and introduction of proposed legislation. He is also a Past Chairman of the Depreciation Committee and the Tax Accounting Problems Committee of the NYSSCPA. Mr. Pascaner was a member of the GSCPA 2006 Tax Forum Planning Committee and served as Moderator at the Forum’s Luncheons with Georgia Tax Commissioner Bart Graham. He was awarded “2006 Distinguished Section Leader” by the GSCPA and served on their Task Force on Employment. Joel is a member of the Atlanta Tax Forum and the Atlanta Estate Planning Council. He is a graduate of the Philanthropic Advisor Leadership Institute and was awarded the “Best in Client Satisfaction Wealth Manager” by Atlanta Magazine for years 2009, 2010, and 2011.

Joel has authored numerous articles in professional and industry publications including the CPA Journal and the Taxation for Accountants.

He has served on the Board of Directors of the Interfaith Disabilities Network and is currently on the Board of Trustees of Georgia Shakespeare.

Prior to joining Stephen M. Berman & Associates, L.L.C., Joel practiced as a tax professional with Laventhol & Horwath and Peat Marwick.

Joel is a CPA and received his Bachelor of Science in Accounting at The Wharton School at the University of Pennsylvania as well as his Masters of Science in Taxation at the Long Island University.

John Masters, CPA, PC Linkedin

John Masters earned his Bachelor of Science degree from the Georgia Institute of Technology in 1969, followed by his Master of Business Administration degree from the University of Chicago Graduate School of Business in 1975, and finally his Doctor of Jurisprudence degree in 1979. During this period he was employed eight years in the Computer, Aerospace, and Electronics industries. During 1979 he was admitted to the Georgia Bar and received his certificate to practice as a Certified Public Accountant in Georgia and Alabama.

John has been active in professional, civic, and political activities throughout his career. He presently serves on the Georgia Society of Certified Pubic Accountants Professional Ethics Committee, and recently completed his term as Chairman of the Georgia Society of Certified Public Accountants Tax Section. He has served as a SBA Score/Ace Volunteer Consultant, taught in the Junior Achievement Program and been a Future Business Leaders of America sponsor. He administered the “Call the Expert” on taxation program for 21 years at WGST News Radio where he also appeared as Tax Series Guest/Host. He has participated in various other radio and television tax related programs, testified at administrative hearings including the Georgia Special Council on Taxation, and held positions in other organizations.

John has taught courses at Oglethorpe University, Clayton Junior College (now Clayton State College) and the Becker CPA Review Course. For the last several years he has been an active member of the Dekalb Peachtree Squadron, Georgia Wing, of the Civil Air Patrol where he currently holds the rank of Major, and has been an active member of the Northside Atlanta Jaycees and the Decatur Dekalb Kiwanis Club. His is currently a member of the American Bar Association, American Institute of Certified Public Accountants, Georgia Bar Association, Georgia Society of Certified Public Accountants.

John practices in Atlanta, Georgia principally in the areas of taxation and accounting, taxpayer representation before administrative bodies and tax tribunals, and related fields.

Special Edition: Georgia Society of CPAs

Posted on

Podcast: Download

Today’s episode features guests who are members of the Georgia Society of CPAs.

ABR

Joel Pascaner/Stephen M. Berman & Associates Linkedin

Joel L. Pascaner is a tax partner specializing in high net worth individuals, privately held entities, partnerships, S corporations, estates and trusts, not-for-profit organizations, and state and local tax matters. He also has extensive experience representing taxpayers before the IRS as well as numerous other taxing jurisdictions.

Joel is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and The Leaderhship Team of the Tax Section of the Georgia Society of Certified Public Accountants. He has been an at-large member of the GSCPA Council. In addition, he has served as the Chairman of the Tax Section of the GSCPA as well as both the Federal Tax Legislation and the Georgia Tax Legislation Subcommittees of the GSCPA Tax Section, where he was involved in the drafting and introduction of proposed legislation. He is also a Past Chairman of the Depreciation Committee and the Tax Accounting Problems Committee of the NYSSCPA. Mr. Pascaner was a member of the GSCPA 2006 Tax Forum Planning Committee and served as Moderator at the Forum’s Luncheons with Georgia Tax Commissioner Bart Graham. He was awarded “2006 Distinguished Section Leader” by the GSCPA and served on their Task Force on Employment. Joel is a member of the Atlanta Tax Forum and the Atlanta Estate Planning Council. He is a graduate of the Philanthropic Advisor Leadership Institute and was awarded the “Best in Client Satisfaction Wealth Manager” by Atlanta Magazine for years 2009, 2010, and 2011.

Joel has authored numerous articles in professional and industry publications including the CPA Journal and the Taxation for Accountants.

He has served on the Board of Directors of the Interfaith Disabilities Network and is currently on the Board of Trustees of Georgia Shakespeare.

Prior to joining Stephen M. Berman & Associates, L.L.C., Joel practiced as a tax professional with Laventhol & Horwath and Peat Marwick.

Joel is a CPA and received his Bachelor of Science in Accounting at The Wharton School at the University of Pennsylvania as well as his Masters of Science in Taxation at the Long Island University.

John Masters, CPA, PC Linkedin

John Masters earned his Bachelor of Science degree from the Georgia Institute of Technology in 1969, followed by his Master of Business Administration degree from the University of Chicago Graduate School of Business in 1975, and finally his Doctor of Jurisprudence degree in 1979. During this period he was employed eight years in the Computer, Aerospace, and Electronics industries. During 1979 he was admitted to the Georgia Bar and received his certificate to practice as a Certified Public Accountant in Georgia and Alabama.

John has been active in professional, civic, and political activities throughout his career. He presently serves on the Georgia Society of Certified Pubic Accountants Professional Ethics Committee, and recently completed his term as Chairman of the Georgia Society of Certified Public Accountants Tax Section. He has served as a SBA Score/Ace Volunteer Consultant, taught in the Junior Achievement Program and been a Future Business Leaders of America sponsor. He administered the “Call the Expert” on taxation program for 21 years at WGST News Radio where he also appeared as Tax Series Guest/Host. He has participated in various other radio and television tax related programs, testified at administrative hearings including the Georgia Special Council on Taxation, and held positions in other organizations.

John has taught courses at Oglethorpe University, Clayton Junior College (now Clayton State College) and the Becker CPA Review Course. For the last several years he has been an active member of the Dekalb Peachtree Squadron, Georgia Wing, of the Civil Air Patrol where he currently holds the rank of Major, and has been an active member of the Northside Atlanta Jaycees and the Decatur Dekalb Kiwanis Club. His is currently a member of the American Bar Association, American Institute of Certified Public Accountants, Georgia Bar Association, Georgia Society of Certified Public Accountants.

John practices in Atlanta, Georgia principally in the areas of taxation and accounting, taxpayer representation before administrative bodies and tax tribunals, and related fields.

 

 

LinkedIn

Special Edition: Georgia Society of CPAs

Posted on

Podcast: Download

abr cpasToday’s episode focuses on Not For Profit Taxation and features guests who are members of the Georgia Society of CPAs.

Bill Harshman/Harshman Phillips & Company

Bill Harshman is a 30+ year CPA and co-founder of HPC. Prior to HPC, Bill spent 17 years rising through the ranks of a ‘Big 4’ firm, including 7 years as the Partner-In-Charge of the Atlanta Tax Department of Arthur Young & Company (‘AY’, predecessor to Ernst & Young). During his ‘Big 4’ tenure, he spent 2 years working directly under the AY US National Director of Tax, served on the AY National Tax Policy Group, and was an instructor for the AY Tax Management Training Program.

While at HPC, Bill has specialized in working with entrepreneurial and closely-held companies in the manufacturing, software, distribution, and food services industries. HPC clients have benefited from his expertise in tax planning, IRS representation, small business financing, and complex mergers and acquisition transactions.

Carlye Dooley/Windham Brannon, PC Linkedin

A principal with Windham Brannon’s tax division, Carlye specializes in complex multi-state service businesses, large not for profit organizations, and high net worth individual income tax planning and preparation. She performs and enjoys extensive projects on various accounting topics that require significant interpretation of tax law.

Specialization includes: Large Not-for-Profit Organizations; Complex Multi-State Tax Services; High Net Worth Individuals with Multi-State Returns.

Prior to joining Windham Brannon in 2002, Carlye gained valuable experience, including work with expatriates and international taxes while employed in the tax departments of the national firms of Arthur Andersen and Deloitte & Touche. She served as Vice Chair of the GSCPA Financial Literacy Committee in 2007 and 2008, and she assisted in the creationof Phi Sigma Pi Foundation, where she served as president, from 2005 to 2011.

Carlye earned a BBA in Accounting from Eastern Michigan University and a Masters in Taxation from Georgia State University.

Marc Azar/Smith & Howard, PC Linkedin

Marc is a Partner with Smith & Howard, an Atlanta accounting and advisory firm. He joined Smith & Howard 1995 after beginning his career with a Big 6 firm. He heads the tax side of the firm’s nonprofit practice, and spends a significant portion of his time in the nonprofit arena related to technical filing requirements of 990s and various tax matters facing nonprofits. In addition to his nonprofit focus, Marc has diverse experience providing income tax and business advisory services to a wide variety of businesses, individuals and estates.

Marc has been invited to make many presentations on the IRS Form 990 and other related nonprofit tax topics to groups. Marc is a Board and Audit and Compensation Committee member of Goodwill of North Georgia and Goodwill Industries of North Georgia. He serves on the Nonprofit Conference Committee of the Georgia Society of Certified Public Accountants, and was 2012 Chair of the Nonprofit Conference of the Georgia Society of Certified Public Accountants.

 

 

Lee Twitter

Spotlight on the Georgia Society of CPAs

Posted on

Podcast: Download

Today’s episode features guests who are members of the Georgia Society of CPAs.

Joel Pascaner/Stephen M. Berman & Associates

Joel L. Pascaner is a tax partner specializing in high net worth individuals, privately held entities, partnerships, S corporations, estates and trusts, not-for-profit organizations, and state and local tax matters. He also has extensive experience representing taxpayers before the IRS as well as numerous other taxing jurisdictions.

Joel is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and The Leaderhship Team of the Tax Section of the Georgia Society of Certified Public Accountants. He has been an at-large member of the GSCPA Council. In addition, he has served as the Chairman of the Tax Section of the GSCPA as well as both the Federal Tax Legislation and the Georgia Tax Legislation Subcommittees of the GSCPA Tax Section, where he was involved in the drafting and introduction of proposed legislation. He is also a Past Chairman of the Depreciation Committee and the Tax Accounting Problems Committee of the NYSSCPA. Mr. Pascaner was a member of the GSCPA 2006 Tax Forum Planning Committee and served as Moderator at the Forum’s Luncheons with Georgia Tax Commissioner Bart Graham. He was awarded “2006 Distinguished Section Leader” by the GSCPA and served on their Task Force on Employment. Joel is a member of the Atlanta Tax Forum and the Atlanta Estate Planning Council. He is a graduate of the Philanthropic Advisor Leadership Institute and was awarded the “Best in Client Satisfaction Wealth Manager” by Atlanta Magazine for years 2009, 2010, and 2011.

Joel has authored numerous articles in professional and industry publications including the CPA Journal and the Taxation for Accountants.

He has served on the Board of Directors of the Interfaith Disabilities Network and is currently on the Board of Trustees of Georgia Shakespeare.

Prior to joining Stephen M. Berman & Associates, L.L.C., Joel practiced as a tax professional with Laventhol & Horwath and Peat Marwick.

Joel is a CPA and received his Bachelor of Science in Accounting at The Wharton School at the University of Pennsylvania as well as his Masters of Science in Taxation at the Long Island University.

John Masters, CPA, PC

John Masters earned his Bachelor of Science degree from the Georgia Institute of Technology in 1969, followed by his Master of Business Administration degree from the University of Chicago Graduate School of Business in 1975, and finally his Doctor of Jurisprudence degree in 1979. During this period he was employed eight years in the Computer, Aerospace, and Electronics industries. During 1979 he was admitted to the Georgia Bar and received his certificate to practice as a Certified Public Accountant in Georgia and Alabama.

John has been active in professional, civic, and political activities throughout his career. He presently serves on the Georgia Society of Certified Pubic Accountants Professional Ethics Committee, and recently completed his term as Chairman of the Georgia Society of Certified Public Accountants Tax Section. He has served as a SBA Score/Ace Volunteer Consultant, taught in the Junior Achievement Program and been a Future Business Leaders of America sponsor. He administered the “Call the Expert” on taxation program for 21 years at WGST News Radio where he also appeared as Tax Series Guest/Host. He has participated in various other radio and television tax related programs, testified at administrative hearings including the Georgia Special Council on Taxation, and held positions in other organizations.

John has taught courses at Oglethorpe University, Clayton Junior College (now Clayton State College) and the Becker CPA Review Course. For the last several years he has been an active member of the Dekalb Peachtree Squadron, Georgia Wing, of the Civil Air Patrol where he currently holds the rank of Major, and has been an active member of the Northside Atlanta Jaycees and the Decatur Dekalb Kiwanis Club. His is currently a member of the American Bar Association, American Institute of Certified Public Accountants, Georgia Bar Association, Georgia Society of Certified Public Accountants.

John practices in Atlanta, Georgia principally in the areas of taxation and accounting, taxpayer representation before administrative bodies and tax tribunals, and related fields.

Carlye Buchanan/Windham Brannon, PC

A principal with Windham Brannon’s tax division, Carlye specializes in complex multi-state service businesses, large not for profit organizations, and high net worth individual income tax planning and preparation. She performs and enjoys extensive projects on various accounting topics that require significant interpretation of tax law.

Specialization includes:

• Large Not-for-Profit Organizations • Complex Multi-State Tax Services • High Net Worth Individuals with Multi-State Returns

Prior to joining Windham Brannon in 2002, Carlye gained valuable experience, including work with expatriates and international taxes while employed in the tax departments of the national firms of Arthur Andersen and Deloitte & Touche. She served as Vice Chair of the GSCPA Financial Literacy Committee in 2007 and 2008, and she assisted in the creationof Phi Sigma Pi Foundation, where she served as president, from 2005 to 2011.

Carlye earned a BBA in Accounting from Eastern Michigan University and a Masters in Taxation from Georgia State University.

 

 

Special Edition Atlanta Business Radio: Georgia Society of CPAs

Posted on

Podcast: Download

Special Edition ABR today had a special guest co-host, Bonnie Buol Ruszczyk.

Bonnie Buol Ruszczyk/bbr Marketing

Bonnie Buol Ruszczyk is the President and Founder of bbr marketing, a firm that provides marketing strategy and services to professional services firms. By having such a narrow market, she has been able to create a name for herself and her company, and was recently named “One to Watch” by AccountingToday on their Top 100 Most Influential People of 2011. She attributes the awareness and growth of her firm to a number of things, one of the most effective has been making connections with others and actively networking among her peers. She is never hesitant to make introductions to colleagues with the hopes that they will eventually work together, refer business to each other or simply enjoy getting to know each other. She’s even been known to reach out to her competitors, and has made some lasting friendships and alliances because of this strategy. At the end of the day, she feels the good that can be done by connecting people far outweighs any negative impact. And who doesn’t enjoy meeting someone new?

Boyd E. Search/The Georgia Society of CPAs

Boyd is the Chief Staff Executive of the Georgia Society of CPAs, he manages all staff in executing the activities, policies and strategic initiatives of the Society to the benefit of the membership. With 14 years of experience in association management, Boyd also manages the legislative efforts of the GSCPA and interacts nationally on behalf of the Society. As CEO, his work is focused on ensuring GSCPA delivers value to members by creating opportunities for CPAs to be leaders in their profession, directing legislative initiatives and advocating on behalf of the profession, communicating the most critical professional issues, delivering relevant high-quality CPE, safe-guarding the professions high professional standards, building community and developing engagement among members, and attracting the best and the brightest to careers as CPAs.

Previously Boyd worked as the Vice President of Education and Training for The Ohio Society of CPAs where he profitably managed the Society’s continuing professional education program of over 500 courses annually, as well as developed and managed events and sales.

Don Cook/The Georgia Society of CPAs

Don Cook is the Vice President of Membership and Business Development at the Georgia Society of CPAs, the premier professional organization for CPAs in the state of Georgia. His career includes 8 years in association management with an additional 8 years in government contracting and sales.

In his role with the GSCPA, Don is responsible for the member relations side of the business. Additionally, Don focuses on government relations and the issues facing the accounting profession while keeping an eye open for development of any new lines of business and opportunities that may arise. He is also a member of the American Society of Association Executives and holds a Bachelor of Science degree in business administration with a minor in history from West Virginia Wesleyan College.