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News & Views2020-03-03T10:40:13-05:00

News & Views

Dean Dorton’s Quarterly Digital Newsletter

Spring 2020 Edition

SECURE Act

Changes to Retirement Benefits: Highlights from the SECURE Act

The SECURE Act, recently passed, includes significant retirement savings changes for individuals and for businesses sponsoring retirement plans. This article highlights and summarizes some of the Act’s key provisions.

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People News

We welcome the following new team members to Dean Dorton:

Andres Chavez joined our Technology team, working remotely from his home office in Connecticut. He has three years of accounting experience and is proficient in Sage Intacct software. Andres earned his bachelor’s degree in business administration and accounting from Southern Connecticut State University.

Debbie Dougherty joined our Office Services team in Louisville. She has over 30 years of high-level administrative experience, including executive assistant and program coordinator roles.

Jan Dozier joined our Dean Dorton Healthcare Solutions team in Louisville. She has more than 10 years of experience in various billing and accounts receivable roles.

Nelson Hamm joined our Office Services team in Louisville. He has 15 years of office services and other business experience. Nelson earned his bachelor’s degree in general studies from Indiana University Southeast.

Kip Leonard joined our Technology team in Lexington. He has 15 years of experience in various technology roles. Kip earned his bachelor’s degree in business administration from Eastern Kentucky University.

Kiesha Meenach joined our Dean Dorton Healthcare Solutions team in Louisville. She has 10 years of experience in medical billing and credentialing roles.

Tori Montgomery, a CPA, joined our Assurance Services team in Louisville. She has six years of experience serving in various audit and tax roles. Tori earned her bachelor’s degree in accounting from Western Kentucky University.

Amber Moran joined our Dean Dorton Healthcare Solutions team in Louisville. She has over four years of experience in healthcare industry roles.

Krista Nash joined our Accounting and Financial Outsourcing team in Raleigh. She has more than 18 years of experience in various accounting roles. Krista earned her bachelor’s degree in accounting and finance from American InterContinental University.

Joana Ngjelo joined our Tax team in Lexington. A recognized CPA in Italy, she has over seven years of public accounting experience. Joana earned her bachelor’s degree in economics and trade and her master degree in economic sciences from the University of Florence in Florence, Italy.

John Wurtenberger, a CPA, joined our Assurance Services team in Louisville. He comes to Dean Dorton from the international firm PwC, with whom he worked for over 10 years in Louisville and Florham Park, NJ. His most recent role with PwC was as a Director in the National Quality Office. John earned his bachelor’s degree in accounting from the University of Kentucky.

We welcome the following team members who are starting their professional accounting careers with us:
Brook Billings earned her bachelor’s degree in accounting from Georgetown College; Sam Burkhart, a former intern with us, earned his bachelor’s degree in accounting from the University of Kentucky; Hannah Combs earned her bachelor’s degree in business and master degree in accounting from Murray State University; Rose Georges, a former intern with us, earned her bachelor’s and master degrees in accounting from the University of Kentucky; Hannah Harris earned her bachelor’s and master degrees in accounting from the University of Kentucky; Brooklin Hinz, a former intern with us, earned her bachelor’s degree in accounting and finance and her master degree in accounting from the University of Kentucky; Katelyn Hurt earned her bachelor’s degree in psychology and master degree in accounting from Indiana University; Mary Maze, a former intern with us, earned her bachelor’s and master degrees in accounting from the University of Kentucky; Emilie Overby, a former intern with us, earned her bachelor’s degree in nursing with a certificate in accounting from Eastern Kentucky University; Hannah Pritchett earned her bachelor’s degree in accounting from Transylvania University; Lizzie Ramsay, an IGNITE alumnus, earned her bachelor’s degree in business and human resource management from from Western Kentucky University and her bachelor’s degree in accounting from the University of Louisville; Erin Reyes earned her bachelor’s degree in mathematics and master degree in accounting from the University of Kentucky; and Andrea Schurr earned her bachelor’s degrees in English and accounting from Eastern Kentucky University.

Interns working with us this season are:
University of Kentucky students Noah Busroe and Matthew Pitts; University of Louisville student Christina Costa (an IGNITE alumnus); Eastern Kentucky University students Katherine Adams, Austen Bloomer, Hunter Hardy, Hannah Masters, and Trevor Simpson; Murray State University Students Ann Caldwell and Dani Whitaker (an IGNITE alumnus); and Bellarmine University student Chris Lowry.

We recognize the following activities and accomplishments:

Congratulations to Hannah CombsLizzie Ramsay, and Olivia Thompson for successfully completing the CPA exam.

Congratulations to Julianne Kramer for earning her CPA license.

Kristin Linzmeier earned her Sage Intacct Implementation Specialist certificate.

Billy Zoellers earned his Cisco Certified Design Professional certification. He also joined the Cisco DevNet 500 by being one of the first 500 people worldwide to complete the Cisco DevNet Associate certification.

Doug Dean was selected as the recipient of the William T. Young Lifetime Achievement Award presented by Commerce Lexington.

Carrie Asalon was selected as Chair of High Street YMCA’s Membership Committee in Lexington.

David Smith joined the Blue Grass Farm Charities Board of Directors.

Meagan Parker was re-elected to serve on the Editorial Advisory Committee for the American Association of Medical Assistants publication of CMA Today.

Erica Horn presented “Behind the Brews: Taxes? What Taxes?” at the Kentucky Guild of Brewers’ Brewer Bootcamp.

Melissa Hicks, Erica Horn, and Maddie Schueler presented at the Kentucky Chamber of Commerce’s Kentucky Tax Conference.

David Parks, Jim Tencza, and Elizabeth Woodward taught retirement planning, risk management, and professional ethics, respectively, at Bellarmine University CPE Day.

Jen Shah presented at webinars for National Thoroughbred Racing Association (NTRA) and Thoroughbred Owners of California. She also presented the NTRA Eclipse Awards’ 2019 Outstanding Owner award to Klaravich Stables, Inc. and William H. Lawrence at Gulfstream Park in Hallandale, Fla.

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