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Joe Menello and Jon Silverman, Wicker Smith

September 20, 2023 by John Ray

Wicker Smith
Business Beat
Joe Menello and Jon Silverman, Wicker Smith
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Wicker Smith

Frazier & Deeter’s Business Beat: Joe Menello and Jon Silverman, Wicker Smith

Wicker Smith Managing Partner Joe Menello and Partner Jon Silverman joined Frazier & Deeter’s Roger Lusby and Courtney Mishoe to discuss the growth of their new Atlanta office. Joe and Jon talked about attracting legal talent to their office, their path to the legal profession, how the courts have changed in recent years, the liability defense work they do, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Wicker Smith

Idus Q. Wicker and James A. Smith formed a partnership in Miami, Florida in 1952 with the goal of providing legal services of exceptional quality and creativity to their clients.

Throughout the years the firm has changed in size and scope, but the goal of providing exceptional legal representation has remained the same.

Today, Wicker Smith is a full-service trial firm deeply experienced in handling significant and complex litigation for a broad variety of clients, ranging from multinational corporations to individuals. With over 260 attorneys, Wicker Smith services its clients through a network of 16 locations in Atlanta, Brunswick, Fort Lauderdale, Jacksonville, Key Largo, Melbourne, Miami, Naples, Nashville, Orlando, Palmetto Bay, Pensacola, Phoenix, Sarasota, Tampa and West Palm Beach.

Wicker Smith offers legal services in over 30 different practice areas and has a wealth of experience handling complex litigation for a broad variety of clients, ranging from multinational corporations to individuals.

The true strength of Wicker Smith resides in their ability to recruit and tenure a talented group of attorneys and staff professionals. Recognition from their peers serves as the benchmark for their success.

Company website | LinkedIn

Joseph (Joe) P. Menello, Managing Partner, Wicker Smith

Joseph (Joe) P. Menello, Managing Partner, Wicker Smith

Joseph P. Menello is a partner in Wicker Smith’s Atlanta office. Mr. Menello’s civil trial practice has focused primarily on the defense of professional and corporate institutions, as well as individuals. He has defended cases involving medical malpractice, premises liability, automobile liability, general civil litigation and professional negligence, covering a wide range of complex legal and medical issues. Mr. Menello is an active member of both the Georgia and Florida Bar Associations.

Mr. Menello earned his Bachelor of Arts degree with honors in 1994 from Florida State University and continued on to receive his Juris Doctor with honors in 1998. He was admitted to practice in the State of Georgia in 2021 and the State of Florida in 1998. He is also admitted in the U.S. District Court, Middle District of Florida, Northern District of Florida and Northern District of Georgia. Mr. Menello has earned a Martindale Hubbell’s highest AV Preeminent rating from his peers. He is also an active member of the American Board of Trial Advocates (ABOTA), Georgia Defense Lawyers Association and Claims and Litigation Management (CLM).

LinkedIn

Jonathan Silverman, Partner, Wicker Smith

Jonathan Silverman, Partner, Wicker Smith

Jonathan Silverman is a Partner in Wicker Smith’s Atlanta office, where he focuses his practice on civil litigation related to general negligence, premises liability, negligent security, medical malpractice, automobile negligence, and wrongful death defense.

Before returning to Wicker Smith in 2021, Mr. Silverman was a partner at a national defense firm in Atlanta, where he focused his practice on civil litigation and insurance defense.  Prior to that, he worked in Wicker Smith’s Naples, Florida office and focused his practice on civil litigation and insurance defense.  He began his legal career as an Assistant Public Defender at the Office of the Public Defender, 20th Judicial Circuit, in Fort Myers, Florida, where he handled a high volume of cases ranging from simple misdemeanors to punishable by life felonies, gaining invaluable jury trial experience along the way.

Mr. Silverman earned his Juris Doctor from Nova Southeastern University in Fort Lauderdale, Florida in 2011.  Prior to that, he attended the University of Miami in Coral Gables, Florida where he earned a Bachelor of Arts degree in History and Political Science in 2006 and a Master of Arts in Liberal Studies in 2007.  While in law school, he was a member of the Moot Court Society and Nova Trial Association, and he also completed two internships for the Miami-Dade Public Defender’s Office.

Mr. Silverman is admitted to practice in Georgia and Florida.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Instagram

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Tagged With: attorneys, civil litigation, Construction, Courtney Mishoe, CPa, Frazier & Deeter's Business Beat, Frazier and Deeter, Roger Lusby, Transportation, Wicker Smith

Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

August 29, 2023 by John Ray

Chad Hagan
Business Beat
Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing
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Chad Hagan

Frazier & Deeter’s Business Beat: Chad Hagan, Hagan Capital Group and Author of Global Family Office Investing

Chad Hagan, founder of Hagan Capital Group and author of Global Family Office Investing, joined Business Beat and host Roger Lusby for a wide-ranging conversation about investing in the environment, his non-political definition of “environmentalism,” his views on the energy sector, the economy of the North Fulton region, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Hagan Capital Group

Since the founding of Hagan Capital, the principals have advised on over $2,5 billion of transactions for funds, family offices, institutions, investment companies and wealthy individuals. 

The partners are headquartered in metropolitan Atlanta, Georgia with affiliated partners and companies in New York, Florida, Canada, and England.

Company website | LinkedIn

Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chad Hagan, Founder, Hagan Capital Group and Author, Global Family Office Investing

Chadwick Hagan is an author, investor, and entrepreneur.

He is a managing partner of Wessex Investments and the founder of Hagan Capital Group.

Over his career he has advised nearly $2 billion dollars in M&A transactions and investments; including managing funds with an average annual return of 30%; leading the takeover and bankruptcy recapitalisation efforts of American Apparel – then the largest vertically integrated apparel company in the US – and managing investments in consumer goods and energy commodities. He is an investor and company director for numerous commercial concerns, funds, and entities in the US and Europe.

His most recent book, Global Family Office Investing, was published by Palgrave in 2021, and his economics blog, Chaganomics.com, was archived by US Library of Congress Economics Blogs Web Archive. He is an opinion columnist and has written for The Epoch Times, Fox Business, and ArtNews.

He is a director for the Hagan Family Foundation, founded by his father in the 1990s, where he focuses on fiscal policy, environmentalism, and art history.

Chad studied economics at Harvard and the London School of Economics. He married Emily Wheeler in 2008 and lives in Metropolitan Atlanta. He enjoys skiing, tennis and producing documentaries in his spare time.

LinkedIn | Twitter

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Tagged With: Alpharetta, Business Beat, Chad Hagan, climate change, Courtney Mishoe, economic development, energy, environmental investing, environmentalism, Frazier Deeter, Global Family Office Investing, Hagan Capital Group, Hagan Family Foundation, nuclear power, Roger Lusby, Roswell, solar power, Wessex Investments, wind energy

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter

August 18, 2023 by John Ray

Corners Outreach
Good2Give Podcast
Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter
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Corners Outreach

Larry Campbell, Corners Outreach, and Donna Beatty and Courtney Mishoe, Frazier & Deeter (Good2Give Podcast, Episode 3)

Larry Campbell with Corners Outreach as well as Donna Beatty and Courtney Mishoe from Frazier & Deeter joined this episode of the Good2Give Podcast. Larry discussed mission and the myriad of services Corners provides to underserved students of color and their families. He also discussed the business processes that help Corners Outreach measure their impact. Donna talked about Frazier & Deeter, her work with C5, a nonprofit, and she and Courtney discussed how donors can structure their charitable giving. Hosts DePriest Waddy and Maria Walden-Sullivan covered how the Community Foundation for Northeast Georgia interfaces with and supports donors and causes, and much more.

Maria also mentioned the Community Foundation’s The 4 Disciplines of Execution® event on October 4, 2023 with author Chris McChesney.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Corners Outreach

Corner Outreach’s vision is to build a community where every person thrives, no matter their background. Bridging The Gap. Working For Change. Changing Our Community. Celebrating 10 Years.

Their mission is Equipping Metro Atlanta’s underserved students of color and their families to lead full lives through educational development and economic opportunities.

Corners accomplishes this through Corners Academy,  Workforce Academy, Corners Industries and working with community partners.

With tremendous effort from volunteers and certified teachers, Corners Academy sees significant improvement in reading and math for attending students. This is especially true for dual-language learners. Summer camp fills a serious void in the lives of our elementary students. Having camp five days a week gives  students a safe and enriching place to spend their summer days while parents work. Students are able to continue studies, stay connected with their friends, enjoy a healthy meal, and continue to grow through a variety of games and experiences. Meanwhile, parents have the peace of mind knowing their children are cared for while they can’t be with them.

Corners Industries is employing members of the community in living wage jobs using talents they already have. Their largest industry is Lawn Care with a Purpose, which employs multiple teams and serving over 500 clients. Lawn Care with a purpose serves the entire metro area with mowing, fertilization, hardscapes, pine straw, mulch, flowers and plants, sprinkler systems, lighting and more! Ten percent of all revenue from Lawn Care with a Purpose is donated to Corners Academy.

Corners Outreach works closely with community partners in efforts to continue serving families through a holistic approach.

Website | Facebook | YouTube | Instagram

Larry Campbell, President and CEO, Corners Outreach

Larry Campbell, President and CEO, Corners Outreach

Larry Campbell is one of the founders of Corners Outreach. When Corners Outreach began in 2010, Larry was the CEO of CD Group, a software consulting firm that served 500+ clients in 21 states. In 2016, Larry sold this business and dedicated himself full-time to the work at Corners Outreach.

After college, Larry spent the first fifteen years of his career working for Union Carbide, once the seventh largest company in the world. He worked himself from the field to corporate headquarters in accounting and operations. Larry and his family moved to Atlanta in 1992 and he started and grew two of the largest technology companies.

He believes that businesspeople should invest more in their community.

LinkedIn

Frazier & Deeter

Frazier & Deeter is a full-service accounting and consulting firm with Georgia offices in mid-town Atlanta and in Avalon in Alpharetta, GA. Additionally they have offices in other states and in London, England. Frazier & Deeter is a member of the top 50 CPA firms in America.

Website | LinkedIn |Facebook | Instagram

Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, Tax Partner, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax practice, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience encompasses providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high net-worth individuals, and professional services groups. She has extensive expertise consulting with small businesses on financial software and has worked with clients in industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment, and family-owned businesses. Donna specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market; she has successfully represented clients with the Internal Revenue Service in Washington, D.C.

Donna prides herself on solid professional relationships with clients and thrives on learning and fulfilling her client’s needs and expectations. Until 1994, she was a Principal at the firm before moving to become a partner at a small local accounting firm.

Professional & Civic Organizations:

American Institute of Certified Public Accountants (AICPA),  Georgia Society of Certified Public Accountants (GSCPA), Atlanta Tax Forum, Board Member, Past President, Better Business Bureau Serving Metro Atlanta, Athens & NE GA, Board V.P., and C5 Georgia Youth Foundation, Board Member, Past Chair.

LinkedIn

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

Courtney Mishoe, CPA, Tax Principal, Frazier & Deeter

Courtney Mishoe is a Principal in Frazier & Deeter’s Tax Practice in the firm’s Alpharetta office. She offers clients’ expertise in comprehensive tax planning and tax compliance with closely held businesses and their owners.  

Courtney is responsible for preparing and reviewing complex tax returns for individuals and pass-through entities, comprehensive tax planning and various consulting services. Her industry expertise includes law firms, restaurants and real estate, professional services, manufacturing, and healthcare companies.  

LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: C5, Community Foundation of Northeast Georgia, Corners Outreach, Courtney Mishoe, Donna Beatty, donor advised funds, Frazier Deeter, Good2Give Podcast, Larry Campbell, philanthropy

FRAZIER & DEETER’S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

November 20, 2018 by John Ray

Business Beat
Business Beat
FRAZIER & DEETER'S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling
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Courtney Mishoe, Daniel Peck, Roger Lusby

Daniel Peck/TAB Retail Remodeling

TAB Retail Remodeling, Inc. specialize in crew specific interior remodel of big box retailers. They handle everything from merchandising, fixture install/breakdown, fixture anchoring, millwork, and graphics.

TAB Retail Remodeling has always operated with a competitive spirit, never settling for any thing less than being the best. Their merchandising, carpentry, racking, fixturing, and graphics teams are continuously required to fine tune their trades. TAB’s corporate management team has complete knowledge of and ability to perform all of their services offered.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Tagged With: Courtney Mishoe, CPa, CPA advisors, CPA Alpharetta, CPA firm, Daniel Peck, fixture breakdown, fixture install, Frazier & Deeter's Business Beat, Frazier Deeter, graphics, merchandising, millwork, Partner at Frazier & Deeter, Roger Lusby, TAB Retail Remodeling

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