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News & Views

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News & Views2021-02-17T11:51:54-05:00

News & Views

Dean Dorton’s Quarterly Digital Newsletter

Spring 2021 Edition

Maddie Schueler

Potential post-election tax changes

Join Dean Dorton tax team members Maddie Schueler and Doug Dean as they discuss tax planning ideas that deserve current consideration now that last November’s federal election results have been finally resolved. Rather than a recapitulation of all of President Biden’s tax proposals issued during his campaign, their discussion focuses on just those potential changes that merit consideration before enactment.

Watch Video

PPP expenses: deductible for federal tax purposes, but what about the states?

When Paycheck Protection Program (PPP) loans were initially introduced, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) made clear that loan proceeds would not be treated as gross income on federal income tax returns.

Local tax refunds may be available to some Kentucky employees

Kentucky is one of a handful of states where local taxing jurisdictions, such as cities, counties, and school districts, impose income taxes. Kentucky law permits employees to file for a refund from a local jurisdiction if their employer withheld taxes for that jurisdiction while they worked in another jurisdiction, either within or outside Kentucky.

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People News

We welcome the following new team members to Dean Dorton:

JD D’Annunzio joined our Technology team in Louisville. He has more than eight years of IT experience and earned his bachelor’s degree in psychology from the University of Louisville.

Andrew Hibbert joined our Offices Services team in Louisville. He has more than six years of experience in various office support roles.

Cindy Hughes joined our Office Services team in Louisville. She has 14 years of experience in various management and support roles. Cindy earned her bachelor’s degree in business administration from the University of Southern Indiana.

Joie Kaufman joined our Office Services team in Louisville. She has more than 35 years of work experience, mainly in various client and customer service roles. Joie earned her bachelor’s degree in business education and marketing from the University of Kentucky.

Chad Luttrell, a CPA, rejoined our tax team. He earned his bachelor’s degrees in accounting and economics from Bellarmine University.

Zack Mitchell joined our Human Resources team in Louisville. He has more than three years of experience in human resources roles. Zack earned his bachelor’s degree in integrated strategic communications from the University of Kentucky.

Michael Mykyta joined our Technology team in Louisville. He has more than three years of IT experience. Michael earned his bachelor’s degree in computer technology with a minor in business administration and computer security from Ball State University in Muncie, IN.

Cyndi Potts joined our Healthcare Solutions team in Louisville. She has more than 15 years of experience in the health insurance industry. Cyndi earned her bachelor’s degree in general studies (literature and history) from Indiana University Southeast.

Kaydee Ruppert, a CPA, joined our Accounting and Financial Outsourcing team, working remotely from Wisconsin. She has more than 15 years of accounting, finance, and administration experience, most recently serving as an outsourced CFO for various nonprofit organizations. Kaydee earned her bachelor’s degree in accounting from Viterbo College in La Crosse, Wisconsin and her master’s degree in administrative science from the University of Wisconsin.

Hannah Sadler joined our Human Resources team in Louisville. She has more than two years of experience in corporate human resources with a focus on recruiting. Hannah earned her bachelor’s degree in mass communication and digital media and her MBA with a focus in human resources management from Campbellsville University.

Thomas Tutchings joined our Technology team in Raleigh. He has accounting and data analytics experience. Thomas recently earned his bachelor’s degree in information technology with a minor in business from University of Massachusetts Lowell.

We welcome the following team members who are starting their professional accounting careers with us:

Abby Blandford earned her bachelor’s degree in economics and accounting from Western Kentucky University; Dylan Boone earned his bachelor’s and master’s degrees in accounting from the University of Kentucky; Anna Hensley earned her bachelor’s degree in accounting from Transylvania University; David Karem earned his bachelor’s degree in accounting from the University of Louisville; Holden Kramer earned his bachelor’s degree in accounting from the University of Louisville; Nick McKinney earned his bachelor’s degree in accounting from the University of Kentucky; Bailey Vick earned her bachelor’s degree in accounting from the University of Kentucky; Danielle Walls earned her bachelor’s degree in accounting from Murray State University; and Emily Williams earned her bachelor’s degree in accounting from Indiana University Southeast.

Interns working with us this season are:
University of Kentucky students Lucas Heilman, Kayle Chaney, Max Cook, Adam Pence, and Thalia Perez; University of Louisville students Abdul Alwan and Zach Mofield; Eastern Kentucky University student Anna Nelson; Western Kentucky University student Whitney Groce; and Texas State University student Austin Rogers.

We recognize the following activities and accomplishments:

Congratulations to Abby Blandford, Brooklin Hinz, Mary Maze, Hannah PritchettRose Georges, and Sarah Williamson for successfully completing the CPA exam.

Corey Shell earned the Certified Information Security Manager (CISM) and CrowdStrike Certified Falcon Administrator certifications.

Shara Lucio was featured in Louisville Business First’s 20 People to Know in Accounting. She also obtained her AICPA Estate Planning Certificate.

Megan Crane was appointed to the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC) Board of Trustees.

Stefan Hendrickson joined the LexArts Board of Directors.

Amelia Sebastian was elected Treasurer of the University of Louisville College of Business Alumni Council.

Christi Smith joined the Kentucky Chamber of Commerce Education and Workforce Policy Council.

Melissa Hicks joined the Kentucky Humane Society’s Board of Directors and the Thoroughbred Aftercare Alliance’s Funding Committee.

Faith Crump joined the Olmsted Parks Conservancy Board of Trustees.

Kylie Waters joined the Healthcare Fellows Class of 2021.

Jen Shah presented tax updates for the equine industry at a United Professional Horsemen’s Association webinar. She also presented Breeder of the Year at the 50th Annual Eclipse Awards, hosted by National Thoroughbred Racing Association (NTRA).

Simon Keemer presented on the topic of ethics to the Kentucky Chapter of the Government Finance Officers Association.

Erica Horn and John Wurtenberger presented on Payment Protection Program loans for the Kentucky Small Business Development Center.

Matt Smith spoke about the financial and tax aspects of owning a dental practice to dental students at an event organized by the University of Kentucky College of Dentistry’s Student Dental Business Organization.

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