News & Views
Dean Dorton’s Quarterly Digital Newsletter
Winter 2019 Edition
Welcome to the first issue of our digital newsletter!
We welcome your feedback on this new format. Please email Carrie Asalon at casalon@deandorton.com with any comments.
2019 Year End Tax Planning Tips
By: Matt Smith, CPA, CFE | msmith@deandorton.com If you haven’t already, now is the time to assess your 2019 tax situation. A few items you may want to consider follow: Penalties [...]
Updated thresholds and limits for 2020
Standard deduction For 2020, the standard deduction is $12,400 for single filers (up from $12,200 in 2019) and $24,800 for married taxpayers filing jointly (up from $24,400 in 201 [...]
How Americans Spend Their Money
By: Jon Tennent, CPA | jtennent@deandorton.com The U.S. Bureau of Labor Statistics released its annual Consumer Expenditure Survey tables in September 2019. The results were categ [...]
Bonus Depreciation Update
The ability to immediately expense all or a significant part of the cost of certain depreciable property purchases is an important tax-planning tool. Bonus depreciation was adopte [...]
The Tax Gap: A Measure of Taxpayer Compliance
By: Erica Horn, CPA, JD | ehorn@deandorton.com The IRS periodically measures overall compliance of taxpayers with their federal tax obligations. The difference between actual comp [...]
How Kentucky sales and use taxes apply to manufacturing and equine industries
By: Maddie Schueler, JD, LLM | mschueler@deandorton.com Like most states, Kentucky imposes a sales tax on the retail sale of tangible personal property, digital property, and some [...]
People News
We welcome the following new team members to Dean Dorton:
Jessika Brunner joined our Dean Dorton Healthcare Solutions team in Louisville. She has more than two years of billing experience. Jessika earned her bachelor’s degree in business administration from Indiana University Southeast.
Sherri Helmond joined our Accounting & Financial Outsourcing team in Lexington. She has about 25 years of management and accounting experience in a variety of industries. She earned her bachelor’s degree in accounting from Eastern Kentucky University.
Wes Hill joined our Office Services team in Lexington. Wes has more than three years of experience working in customer support positions.
Ja’Kel Miller joined our Dean Dorton Healthcare Solutions team in Louisville. She has more than five years of healthcare billing experience.
Marcus Noll, a CPA, joined our Assurance Services team in Louisville. He has more than four years of accounting and auditing experience. Marcus earned his bachelor’s degree in business administration from Central Michigan University.
Stephanie Peniston joined our Offices Services team in Lexington. She has more than 30 years of experience working in legal assistant and office management roles. Stephanie earned her bachelor’s degree in business administration and management from Kentucky Christian University.
Julia Ray joined our Marketing team in Louisville. She has more than 10 years of event planning and development experience. Julia earned her bachelor’s degree in business administration and marketing from Xavier University in Cincinnati and her master’s degree in higher education administration from the University of Louisville.
Nicole Roberson joined our Dean Dorton Healthcare Solutions team in Louisville. She has more than six years of healthcare billing and insurance claims experience. Nicole earned her bachelor’s degree in interdisciplinary social sciences from Spalding University.
Emily Watson joined our Accounting & Financial Outsourcing team in Lexington. She has six years of accounting and office management experience. Emily earned her bachelor’s degree in business administration from Eastern Kentucky University.
We recognize the following activities and accomplishments:
Billy Zoellers completed the Cisco Certified Network Professional (CCNP) Routing/Switching certification.
Meagan Parker successfully passed her Certified in Healthcare Compliance (CHC) exam.
Nick Lynch received 2019 AICPA Forensic and Valuation Services (FVS) Standing Ovation Recognition.
Karen Patros, who volunteers for Honor Flight of Kentucky, was thrilled to accompany a Vietnam War Veteran on his Honor Flight to Washington, D.C.
Jim Norton and Tabitha Schmaltz presented on various topics at Sage Intacct’s Advantage Conference in Las Vegas.
David Bundy, Erica Horn, Melissa Hicks, Justin Hubbard, Rebecca Johnson, Maddie Schueler, and Jen Shah presented at Dean Dorton’s Equine Accounting, Operational, and Tax Update.
Gui Cozzi, Bill Kohm, and Jim Tencza presented at Dean Dorton’s Risk Management Seminar.
Gui Cozzi presented on cybersecurity at Louisville Techfest and the KyCPA Ohio Valley Construction Conference.
Gui Cozzi and Mike Gilliam presented at the Kentucky Primary Care Association’s Cybersecurity Webinar.
Corey Shell presented on cybersecurity at the Kentucky Community & Technical College System’s Cybersecurity Summit.
Faith Crump participated on a panel discussing careers in accounting for Bellarmine Partners Day, sponsored by the Bellarmine University Accounting Association.
Nick Lynch and Laban Miller presented on forensic accounting to a University of Kentucky forensic accounting class.
Doug Dean prepared a paper for the American Farmland Trust titled “Summary of Tax Incentives for Donations of Land Conservation Easements” for the organization’s website.