Louisville, KY

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Professional Experience

Megan has more than 15 years of public accounting experience with a broad range of clients across a variety of industries. She focuses on tax compliance services for high-net-worth individuals, closely-held businesses, and their owners, with a specialty for those in the real estate industry.

Industry Expertise

Megan is a leader of the real estate industry team at Dean Dorton. She specializes in navigating complex technical concepts including like-kind exchanges, gain deferral strategies, and cost segregation studies. She brings a proactive approach to ensure clients maximize their advantages within the realm of tax regulations.

Professional Activities

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

Certifications

  • Certified Public Accountant

Community Involvement

  • Women in Commercial Real Estate (WCRE) – Louisville
  • KyCPA Real Estate Committee
  • KyCPA BASE Camp Task Force Chair, Education

Education

  • Bachelor of Business Administration in Accounting, McKendree University, Lebanon, IL
  • Master of Business Administration, McKendree University, Lebanon, IL

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Professional Experience

Prior to joining Dean Dorton, Maddie practiced tax law at a large regional law firm. After four years in the legal field, she obtained a Master of Laws in Taxation at Georgetown University in Washington, D.C. While there, Maddie served as a fellow for the Council On State Taxation (COST) and completed an externship with the Tax Division of the Department of Justice.

Maddie has authored numerous publications in the field of tax law and has spoken at several seminars, including two American Bar Association Section of Taxation Meetings and a COST Midwest Regional State Tax Seminar. She is a former Co-Regional Editor of the American Bar Association Property Tax Deskbook.

Industry Expertise

Maddie has worked with clients in a variety of industries, including construction, equine, and manufacturing.

Professional Activities

  • American Bar Association, Section of Taxation
  • Louisville Bar Association
  • Kentucky Bar Association

Education

  • Master of Laws in Taxation with Distinction, Georgetown University, Washington, District of Columbia
  • Juris Doctor, Magna Cum Laude, University of Louisville, Louisville, Kentucky
  • Bachelor of Journalism, Summa Cum Laude with Honors, University of Missouri, Columbia, Missouri

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Professional Experience

Abby has more than 10 years of public accounting experience in tax planning and compliance for C Corporations, S Corporations, partnerships, and individuals. Her practice has a strong focus on multi-state businesses and corporate income tax provisions throughout numerous industries.

In addition to her roles in tax compliance, Abby leads the firm’s Tax Technical committee, spearheading Dean Dorton’s commitment to remaining at the forefront of evolving tax landscapes. Abby is also a dedicated member of the tax training team, developing training and onboarding to grow our skilled and motivated workforce.

Industry Expertise

Abby’s industry practice areas include manufacturing, construction, equine, and personal service industries. She serves on the firm’s construction and manufacturing industry teams.

Professional Activities

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

Certifications

  • Certified Public Accountant

Education

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

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Professional Experience

With more than 30 years of experience in healthcare finance, strategic and business planning, and corporate finance, Jeff has proven to be successful in improving organizational operations and achieving financial objectives. Jeff has experience leading system-wide initiatives, including strategic planning for acquisitions, revenue projections, and managed care optimization. His diverse experience includes automated financial modeling, revenue cycle management, Medicare and Medicaid cost reports, DSH optimization, and other reimbursement pathways.

Industry Expertise

Jeff’s expertise includes healthcare reimbursement with hospitals, physician groups, skilled nursing facilities, home health organizations, and rural health clinics. His specialties include cost reports, research, calculating contractual allowances, budgeting net revenues, due diligence projects, corporate compliance reviews, pro-forma calculations, DSH optimization, building hospital inpatient payment systems, physician payment analysis, payment contract reviews, Medicaid appeals, and many other reimbursement projects.

Community Involvement

  • Volunteer at Wayside Christian Mission, Louisville, KY
  • Volunteer at Hosea’s House

Education

  • Bachelor of Arts in Accounting, Brescia University, Owensboro, KY

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Professional Experience

Ed has more than 20 years of experience in technology and professional services. Ed started his career with technology in manufacturing with Olin Corporation. During this period, Ed had ownership of multiple manufacturing and HR/payroll-based systems that drove the production and operations of the organization. In this capacity, Ed was responsible for working with multiple internal and external stakeholders along with team resources to ensure an alignment of business objectives was achieved. After Olin Corporation, Ed moved into consulting and progressed into the role of Director, Professional Services at Aspect (previously Quilogy and now Alvaria) where he developed a passion for serving customers and working to create differentiated and value-added solutions.

In his current role with Dean Dorton, Ed is responsible for working with our Clients to improve business outcomes through data and process optimization. This involves listening to our Client’s current goals, issues, and/or limitations and working together to create a strategy and solution path forward. This path can range from crafting more efficient processes to interactive dashboards modeled on automated and disparate data sources to machine learning and AI-based solutions.

Industry Expertise

Ed works with clients across all verticals with a focus in Equine, Healthcare, Retail, and Manufacturing.

Professional Activities

  • University of Louisville, College of Business, MSBA Advisory Board Member

Education

  • Master of Science, Computer Science, College of Engineering, Southern Illinois University, Edwardsville, IL
  • Bachelor of Science, Computer Science, Grainger College of Engineering, University of Illinois, Urbana-Champaign, IL

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Professional Experience

Greta brings over 30 years of experience delivering comprehensive tax services to publicly traded and privately held companies, as well as high-net-worth individuals. She began her career in Minnesota, advanced her expertise at Ernst & Young in Nashville, and ultimately established her practice in Louisville. Throughout her career in public accounting, Greta has specialized in tax planning, compliance, and consulting.

Greta has advised clients across a wide range of industries, including life sciences, financial services, healthcare, insurance, manufacturing, and real estate. She has deep expertise in multi-state taxation for both large and small pass-through entities and C corporations.

Her experience includes representing clients in Federal and State audit examinations, providing strategic tax planning, and offering transaction consulting for mergers and acquisitions. Greta also advises on tax credits, intellectual property matters, and other complex business and individual tax issues.

Professional Activities

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

Certifications

  • Certified Public Accountant

Board Involvement

  • Kentucky Country Day, Fine Arts Guild Treasurer, 2018-22
  • Kentucky Country Day, Past Parent Association Treasurer, 2014-16
  • Louisville Ballet, Past Board Member, 2001-04

Education

  • Bachelor of Arts in Political Science, St. Olaf College, Northfield, MN

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