Frazier and Deeter Archives - Page 4 of 4

Frazier and Deeter’s Business Beat: Mark Meersman, IPC Global

October 15, 2019 by John Ray

Business Beat

Frazier and Deeter's Business Beat: Mark Meersman, IPC Global

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**Roger Lusby, Donna Beatty, and Mark Meersman**

Show Summary

Managing Partner Mark Meersman and his team at IPC Global help companies gather their various collections of data, apply insightful analytics to that data, and makes those analytics easily accessible through cloud technology. He tells the IPC Global story on this edition of Frazier & Deeter’s “Business Beat,” presented by Alpharetta CPA firm Frazier & Deeter.

Mark Meersman, IPC Global

Mark Meersman is the founder of IPC Global. IPC Global is an enterprise system integrator of data + analytics + cloud solutions. We turn data into gold for numerous stakeholders. We leverage best in class technology, namely inProcess Data Factory, Qlik BI, DataRobot ML, and AWS Cloud.

Mark started IPC Global in 1998. The firm leverages best in class technology, namely inProcess Data Factory, Qlik BI, DataRobot ML, and AWS Cloud. IPC is a Value Added Reseller for Qlik and a Qlik Elite Solutions Provider.

The firm is an Enterprise Systems Integrator – as such they market, sell, service, train, support, host solutions for customers. IPC Global provides Enterprise Intelligence Solutions such as: Enterprise Applications for Business Users; Enterprise Data for Business Specialist; Enterprise Environments for IT Services and Enterprise Governance for Management.

To learn more, go to the IPC Global website. Email Mark or call 470-407-9100, ext. 101.

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, 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.

Find Frazier & Deeter on social media:

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Frazier & Deeter’s Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFD

September 17, 2019 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Blair Cunningham and Elizabeth Burdette, SignatureFD

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**Roger Lusby, Elizabeth Burdette, and Blair Cunningham**

Show Summary

Blair Cunningham and Elizabeth Burdette join Frazier & Deeter’s “Business Beat” to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Blair Cunningham and Elizabeth Burdette, SignatureFD

SignatureFD believes people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, they help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage $4B and has had a client retention rate of 97% since opening its doors in 1997.

Blair Cunningham is a Partner with SignatureFD. Blair has worked alongside individuals and families, helping them do more with their wealth at every stage of life for more than 30 years. Two of the most important things that he continues to learn personally and as an advisor are the value of wisdom and the benefits of living a generous life. He believes both offer a perspective on the importance of using your life to make a positive impact. Blair brings both technical expertise as well as a passion for helping others to his work of helping clients build intentional generosity plans. Blair is a frequent speaker to groups and on webcasts about the benefits of generosity. Before joining SignatureFD in 2000, Blair was a partner with Ronald Blue & Co. and began his career with Arthur Andersen & Co. He graduated from the University of Georgia with a Bachelor of Business Administration in Accounting. Blair has served on the boards of North Point Ministries, The Eagle Ranch Foundation, Passion City Church and Lighthouse Family Retreat. Blair and his wife Deanna have a passion for mentoring young couples about navigating marriage and family.

Elizabeth is a Director of Client Engagement with Signature FD. Believing that everyone has the ability to create meaningful change in their communities, Elizabeth helps guide individuals and families looking for ways to give back by providing resources and advice to empower their decision-making. She is a dedicated partner in creating personalized strategies to help clients reach their generosity goals and maximize the impact of their gifts An award-winning speaker and published author, Elizabeth has a unique skill set in fundraising, donor relations and engagement, program management, strategic communications, grant writing, and event design. Prior to joining SignatureFD in 2019, Elizabeth was the Director of Donor Relations at The Westminster Schools in Atlanta and a Fellow at the Robert W. Woodruff Foundation. She also practiced law in both Austin, Texas, and Atlanta, specializing in business litigation in state and federal courts. She received her law degree from the University of Texas and a bachelor’s degree in American History and Spanish from Washington and Lee University.

To find out more about SignatureFD, go to their website here.

Frazier & Deeter

Find Frazier & Deeter on social media:

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Frazier & Deeter’s Business Beat: Sen. Brandon Beach

August 20, 2019 by John Ray

Business Beat

Frazier & Deeter’s Business Beat: Sen. Brandon Beach

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Show Summary

Georgia State Sen. Brandon Beach joins Frazier & Deeter’s “Business Beat” to talk about the freight and logistics industry in Georgia, growth opportunities with the Port of Savannah and Atlanta’s Hartsfield-Jackson International Airport, and more. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Senator Brandon Beach, Georgia Senate District 21 and Chairman of the Senate Transportation Committee

In 2001, Governor Sonny Perdue appointed Sen. Beach to the board of Georgia Regional Transportation Authority (GRTA). In 2008, he was selected to chair one of GRTA’s most important committees — The Land Development Committee. In this role, Sen. Beach is responsible for leading a review of every significant development brought before the 16-county area that GRTA serves. Sen. Beach was elected to the Board of the Georgia Department of Transportation by state legislators from the 6th Congressional District in 2008.

Sen. Beach is a member of numerous community boards including the Regional Business Coalition, Grady Hospital Board of Visitors, the Greater Metro Atlanta American Heart Association, the Georgia Association of Chamber of Commerce Executives, Encore Park and the Historic Roswell Convention and Visitors Bureau. Senator Beach received an undergraduate degree from Louisiana State University and a Masters in Business Administration degree from Centenary College. He is also a graduate of the Regional Leadership Institute and a former member of the Alpharetta City Council and the Alpharetta Planning and Zoning Commission. He and his wife, Shuntel, have two children and have lived in Alpharetta for the past 24 years.

Frazier & Deeter

Find Frazier & Deeter on social media:

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Frazier & Deeter’s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

July 16, 2019 by John Ray

Business Beat

Frazier & Deeter’s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

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**Roger Lusby, Karina Flores, and Tommy Zavieh**

Show Summary

Only an estimated 40% of business investment eligible for allowable R&D tax credits are claimed on tax filings. Many businesses are potentially missing out, sometimes for sizeable amounts. What are R&D tax credits? To find out if your business qualifies, listen to this interview with Tommy Zavieh, National Practice Leader for R&D Tax Credits, Frazier & Deeter. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Thomas Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

Tommy Zavieh is the National Practice Leader, R&D Tax Credits for Frazier & Deeter. Tommy started his career as an engineer. When he became a CPA, he joined a Big Four firm in their national practice. Tommy is uniquely qualified to help his clients through his engineering, US and overseas R&D tax expertise. In short, Tommy effectively communicates with both a company’s Engineering and Tax/Finance departments, breaking down the language barriers and providing the most efficient service.

Tommy has over 20 years of professional consulting experience serving clients ranging from start-ups to “Fortune 10” corporations. He has extensive experience in addressing complex business and specialty tax needs (R&D Tax Credit, Section 199 (DPAD), Meals & Entertainment (M&E), Cost Segregation) for a variety of organizations, including automotive, bio-sciences, consumer products, financial services, medical device, oil/gas, manufacturing, pharmaceutical, and technology (software and hardware). He has helped his clients receive more than $1 Billion in credits and deductions and successfully defended his client’s claim when audited.

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, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Find Frazier & Deeter on social media:

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Frazier & Deeter’s Business Beat: Scott Ballard, Northside Anesthesiology Consultants

May 22, 2019 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Scott Ballard, Northside Anesthesiology Consultants

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**Dr. Scott Ballard, Northside Anesthesiology Consultants, Jen Portilla, Frazier & Deeter, and Roger Lusby, Frazier & Deeter, on “Business Beat” presented by Alpharetta CPA firm Frazier & Deeter**

Show Summary

Dr. Scott Ballard of Northside Anesthesiology Consultants joins Frazier & Deeter’s “Business Beat” to talk about managing the growth of his practice, the business challenges in medicine today, and recruiting physicians for a growing practice. This inspiring story of business success is brought to you by Alpharetta CPA firm Frazier & Deeter.

Dr. Scott Ballard, Northside Anesthesiology Consultants

Dr. Scott Ballard is the Chairman and a practicing anesthesiologist at Northside Anesthesiology Consultants. Northside Anesthesiology Consultants (NAC) is one of the largest anesthesiology groups in the country. By the end of the summer we will have 75 anesthesiologists and nearly 170 anesthetists. NAC covers all three of the Northside hospitals as well as about 18 surgery centers. NAC partnered with a large corporate partner in late 2015, now known as Envision. Envision is the largest employer of physicians in the country. NAC is the sole aneasthesiology provider in the Northside system.

Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is the 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.

Find Frazier & Deeter on social media:

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Frazier & Deeter’s Business Beat: Chuck Walker, Chemlink Laboratories

April 16, 2019 by John Ray

Business Beat

Frazier & Deeter's Business Beat: Chuck Walker, Chemlink Laboratories

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**Roger Lusby, Chuck Walker, and Matt Williams on “Business Beat” presented by Alpharetta CPA firm Frazier & Deeter**

Show Summary

This edition of Frazier & Deeter’s “Business Beat” features Chuck Walker, Founder and Chairman of Chemlink Laboratories. The Chemlink story is fascinating, from their serendipitous beginnings in tablet technology to a successful enterprise which three decades later is recognized for their leadership in innovation and environmental sustainability. Alpharetta CPA firm Frazier & Deeter is pleased to bring you success stories like Chemlink in the “Business Beat” podcast series.

Chuck Walker, Chemlink Laboratories

Chuck Walker is the Founder and Chairman of Chemlink Laboratories. For over 25 years, Chemlink has been a leader and innovator in tablet technology. Founded in 1989 as a research and development company specializing in formulating effervescent powders and tablets used as cleaners and disinfectants. ChemLink’s patented technologies encompass a variety of markets including household, industrial, beauty supplies and medical/dental.

Since its inception, this Kennesaw, GA-based company has worked to reduce the environmental impact of its products, an effort which includes identifying renewable and less-toxic chemicals for its formulas. ChemLink also has become a strong advocate for sustainability among its customers and is recognized as an authority on cost-effective approaches to producing more earth-friendly products. In 2015, the company participates in the United States Environmental Protection Agency (EPA) Safer Choice program, an initiative that helps consumers, businesses and institutional buyers identify products which perform well, are safer to use and are cost-effective. In 2015, the company was recognized by the EPA as a Safer Choice Partner of the Year in the “Innovators” category.

Chemlink works with companies of all sizes, from independent entrepreneurial companies to Fortune 500 companies. Chemlink creates custom solutions to the challenges their clients face, whether that’s a need for a new delivery system for an existing product, or a problem that can’t be, or hasn’t yet been, solved by liquid formulations.

Frazier & Deeter

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

Past episodes of Frazier & Deeter’s “Business Beat” can be found here.

Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

March 7, 2018 by Mike

North Fulton Business Radio

Jeff Petrea with Georgia Power, Thomas Heaton with the Small Business Development Center at Georgia State, and Bob Woosley with Frazier & Deeter

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John Ray, Jeff Petrea, Thomas Heaton, Bob Woosley

Jeff Petrea/Georgia Power

Georgia Power is an electric utility headquartered in Atlanta, GA. It was established as the Georgia Railway and Power Company and began operations in 1902 running streetcars in Atlanta as a successor to the Atlanta Consolidated Street Railway Company.

Georgia Power is the largest of the four electric utilities that are owned and operated by Southern Company. Georgia Power is an investor-owned, tax-paying public utility that serves more than 2.4 million customers in all but four of Georgia’s 159 counties. It employs approximately 7,500 workers throughout the state.

Thomas Heaton/Small Business Development Center at Georgia State

With 17 locations across the state of Georgia, the SBDC’s goal is to enhance the economic well-being of Georgians by providing a wide range of educational services for small business owners and aspiring entrepreneurs. The SBDC offers one-on-one consultation on a wide variety of subjects to address the needs of Georgia’s small business community.

Bob Woosley/Frazier & Deeter

After beginning his professional service career at Price Waterhouse, Bob Woosley became the first professional employee of Frazier & Deeter shortly after the firm was founded in 1981. In 1985, Bob became a partner and over the next 18 years he served the firm as head of the Audit and Strategic Consulting services departments. In 2000, Bob founded iLumen, Inc., the CPA profession’s leading business intelligence and analytical platform which is today used by leading CPA firms and financial institutions across the country. Bob served as CEO of iLumen through 2010 and is currently an active board member and advisor to the company. In 2010, Bob spearheaded the creation of the FD Alliance, a strategic collaborative of non-merged CPA firms located in several metropolitan areas. In 2011, Bob returned to Frazier & Deeter where he serves as the National Practice Leader of the firm’s private equity practice which includes the firm’s fund administration business, FD Fund Administration.