Louisville, KY

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Professional Experience

Jack has 40 years of public accounting (mainly “Big 4”) and public company experience. He has extensive experience in tax planning for corporations, mergers and acquisitions transactions, and accounting for income taxes for public and private companies. He also has substantial experience in accounting methods, international taxation, partnerships, and non-profit entities.

During his career, Jack has gained valuable experience serving clients in several industries including real estate, healthcare, manufacturing, service companies, financial institutions, and tax-exempt organizations. Jack’s expertise includes corporate reorganizations and transactions, debt restructuring and financial instruments, partnership formation and allocations, and S corporation tax matters.

Professional Activities

  • American Institute of Certified Public Accountants: certified in Kentucky, Ohio, and Illinois

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in Accounting, University of Kentucky, Lexington, KY

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Professional Experience

Melissa obtained her Bachelor of Business Administration with an emphasis in Accounting from Morehead State University in 2002. Since that time, she has been practicing public accounting at Dean Dorton. The majority of her career has been spent providing tax planning, compliance, and accounting services for privately-held businesses and individuals.

Melissa has over 20 years of public accounting experience, all at Dean Dorton. During her tenure at Dean Dorton, she has become a go-to technical advisor specializing in partnership and equine taxation.

Melissa has a broad range of experience working with clients across various industries. She focuses her practice on high-net-worth family groups, real estate, and the equine industry.

Speaking Engagements

  • Kentucky Chamber Tax Conference, Section 199A Deduction, 2019
  • KyCPA’s Horsing Around Equine CPE Program, Kentucky Thoroughbred Horse Farm Compensation
  • and Benefits Survey, 2015
  • KyCPA’s Horsing Around Equine CPE Program, Tax and Accounting Update, 2016

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Certifications

  • Certified Public Accountant

Community Involvement

  • Commerce Lexington, Leadership Lexington Class of 2011
  • Leadership Louisville, Class of 2024
  • Equine Financial Group, Member
  • Kentucky Humane Society, Board Member
  • Lexington Humane Society, Past Board Member and Treasurer
  • Thoroughbred Aftercare Alliance (TAA), Board Member and Treasurer

Education

  • Bachelor of Business Administration with an Emphasis in Accounting, summa cum laude, Morehead State University, Morehead, Kentucky

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Professional Experience

Simon has worked for international, national, and regional CPA firms in the United Kingdom and United States since 1994. He leads the firm’s governmental and construction industry teams and the firm’s assurance group technical committee. Simon has extensive experience providing audit, accounting, and management advisory and consulting services to closely held and international businesses, construction contractors and subcontractors, nonprofit organizations, manufacturers, governmental agencies, and higher education institutions.

Simon is also a member of the firm’s internal audit practice and has performed numerous engagements, providing internal audit and accounting assistance to a range of commercial, nonprofit, SEC, and governmental entities. His experience includes performing internal inspections of compliance with the entity’s policies and procedures, development of policies and procedures manuals, cost audits, expert witness testimony, and assistance with the preparation of financial information.

Simon leads the firm’s governmental team and serves as lead auditor on a majority of the firm’s governmental clients. Simon provides audit and consulting services to retirement systems, utilities, cities, fiscal courts, fire protection districts, special taxing districts, and urban county governments.

Speaking Engagements

Simon is a frequent public speaker and article writer on topics related to governmental accounting and auditing. Simon also resides as a member of the KY Society of CPAs Government Accounting and Audit Committee, previously serving as the 2017/2018 Chair of Committee. Notably, he was the author of the 2018 KY Society comment letter on the new Yellow Book exposure draft.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants, Member of Emerging Standards Committee, Government Accounting Committee, International
  • Business Task Force; Former Member of Leadership Council; Former Chairman of CPE Committee
  • California Society of Public Accountants
  • Institute of Chartered Accountants in England and Wales
  • Association of Chartered Accountants in the United States
  • Leadership Louisville, Class of 2011; Focus Louisville, 2006
  • Construction Financial Management Association
  • Associated General Contractors of America
  • Kentucky Surety Association

Certifications

  • Certified Public Accountant
  • Chartered Global Management Accountant
  • Associate Chartered Accountant

Community Involvement

  • Habitat for Humanity of Metro Louisville, Finance Committee Member
  • Girl Scouts of Kentuckiana, Board Member, Treasurer, and Finance Committee Member

Education

  • BA Honors Degree, University of Birmingham, England

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Professional Experience

Susan has more than 30 years of experience in providing tax compliance and consulting services to small businesses and individual clients in a variety of areas. These include real estate, estate and gift tax planning opportunities, and trust taxation. She has experience with a broad client base including S Corporations, Partnerships, Fiduciaries, and high net worth individuals.

Susan has worked with numerous individual and family clients assisting them with their tax compliance and planning needs. She enjoys working small businesses and their owners. She also has practiced extensively with tax exempt organizations, with including working with private foundations.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Certifications

  • Certified Public Accountant

Community Involvement

  • Louisville Waterfront Botanical Gardens, Board Member, Treasurer

Education

  • Bachelor of Science in Business, Murray State University, Murray, Kentucky
  • Juris Doctor, University of Louisville, Louisville, Kentucky

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Professional Experience

Mike has more than 25 years of experience in providing tax services to large and small Kentucky and Indiana companies. He has experience with a client base including C corporations, S corporations, partnerships, and high net worth individuals, and has assisted companies in the areas of manufacturing, natural resources, healthcare, equine, and retail as well as service providers. He has consulted with these companies in all areas of tax compliance and planning, with a focus on state and local taxation.

Mike leads the firm’s state and local tax group, which deals with tax compliance and consulting in the areas of income and franchise tax, sales tax, property tax and incentives and credits, as well as multistate tax planning and controversy. Mike is a frequent speaker and author on Kentucky and multi-state tax issues.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants, Tax Committee Chairperson
  • Greater Louisville, Inc. Business Competitiveness Committee
  • Frequent Speaker on Kentucky and Multistate Tax Issues
  • Contributor to CCH State Income Tax Alert

Certifications

  • Certified Public Accountant

Community Involvement

  • Tom Sawyer State Park Foundation, Treasurer
  • Derbyshire Estates Property Owners Association, Board Member

Education

  • Bachelor of Business Administration in Accounting with High Distinction, University of Dayton, Dayton, Ohio

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Professional Experience

Jim has worked in public accounting since 1990 with a focus on providing assurance, audit (internal and external), accounting, and business advisory services to organizations of various sizes and industries. He is the firm’s manufacturing industry team leader and internal audit services team leader. Before joining Dean Dorton, he had 19 years of experience with global accounting firms and became a partner with Ernst & Young in 2005. At Ernst & Young, he worked extensively with public companies and large private companies with multiple locations and international operations.

Jim has extensive experience in dealing with complex accounting, financial reporting, and auditing issues, including purchase accounting, consolidations, divestitures, impairments, and unusual transactions. At Dean Dorton, he often serves as the engagement quality reviewer on audits, ensuring that significant judgments and conclusions made by the engagement team are appropriate. He also provides a final review of financial statements prior to issuance.

Jim’s internal audit experience includes providing co-sourced and outsourced internal services, internal audit director responsibilities, risk assessments, and numerous consulting engagements, many of which included developing policies and procedures to strengthen internal controls. He has worked closely with the management of audit committees of public companies to ensure compliance with the requirements of the Sarbanes-Oxley Act or J-SOX.

Jim is a member of several of our industry teams, including manufacturing, energy and natural resources, nonprofit, and governmental.

Jim has public speaking experience on topics such as internal auditing, risk management, risk assessments, internal controls, and corporate governance, as well as AICPA, FASB, SEC, and PCAOB updates.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • The Institute of Internal Auditors

Certifications

  • Certified Public Accountant
  • Certified Internal Auditor
  • Chartered Global Management Accountant

Community Involvement

  • Leadership Louisville, Class of 2007
  • Association for Corporate Growth, Member of the Louisville Chapter

Education

  • Bachelor of Arts in Accounting, Bellarmine University, Louisville, Kentucky

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