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Jon Silverman, Wicker Smith

December 21, 2021 by John Ray

Wicker Smith
Business Beat
Jon Silverman, Wicker Smith
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Wicker Smith

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

Jon Silverman, civil litigation attorney for Wicker Smith O’Hara McCoy & Ford, P.A, joined Business Beat to discuss the work that he does and share the news that Wicker Smith now has an Atlanta office. Jon spoke with host Roger Lusby on his work in civil litigation and insurance defense, the impact of the pandemic on the courts and mediation, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Wicker Smith

Wicker Smith O’Hara McCoy & Ford, P.A. is a full-service litigation law firm with 16 offices across 4 states and over 260 attorneys.  It was established in 1952 and is a founding member of the prestigious USLAW NETWORK, an elite, international affiliation of more than 60 AV-rated, independent law firms.

Company website | LinkedIn

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jon Silverman, Attorney, Wicker Smith O’Hara McCoy & Ford

Jonathan Silverman is an associate 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 | Twitter

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

 

Tagged With: Business Beat, civil litigator, Frazier & Deeter's Business Beat, Frazier Deeter, insurance defense, Jon Silverman, litigation, Roger Lusby, Wicker Smith

Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

October 20, 2021 by John Ray

HVH Mechanical
Business Beat
Craig Harrison and Kevin Van Horn, HVH Mechanical Partners
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HVH Mechanical

Frazier & Deeter’s Business Beat: Craig Harrison and Kevin Van Horn, HVH Mechanical Partners

Craig Harrison and Kevin Van Horn, Co-founders of HVH Mechanical, grew up in the business, starting out in trade school and apprenticeships, with an eye to starting their own business. Once they did that six years ago, they’ve not looked back, and they shared their inspiring story with host Roger Lusby on this edition of Business Beat. Craig and Kevin covered why they’ve grown so rapidly, how their field experience helps them manage the business today, why mechanical trades present such a wonderful opportunity for young people today, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

HVH Mechanical Partners

HVH Mechanical Partners is leading the next generation of mechanical contractors in the Greater Atlanta Area.HVH Mechanical

The company and field team was formed by lead technicians and managers with years of experience from some of Atlanta’s top mechanical contractors. Their team has the ability to tackle small service jobs as well as large central plant turn-key retrofit projects made possible by having Atlanta’s top highly trained technicians, managers, and relationships with highly experienced subcontractors and vendors.

They primarily offer services to high-end commercial and industrial accounts, including pharmaceutical facilities, research labs, data centers, hospitals and healthcare, colleges, high-end luxury hotels, heavy industrial, and Class A office buildings. HVH Mechanical offers very responsive quote times, prompt service, and direct contact with the company’s executive team.

They service all manufacturer’s equipment with factory-certified technicians from chillers, cooling towers, VRF Systems, piping, Med Gas, stainless work, pumps, AHUs, WSHP’s, refrigeration, etc. They also offer full-service plumbing from hot and cold water jetting, cameras and locators, service on lift and booster pump stations.

Company website | LinkedIn | Facebook

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners

Craig Harrison, Co-Founder and CEO, HVH Mechanical Partners, LLC

Craig Harrison began his career in the mechanical industry just out of high school by attending HVAC-R training in technical school. He attended MTI while working for one of Atlanta’s leading mechanical contractors.

While in the field Craig focused on the following:

  • Chiller Install, maintenance, Repair, Overhaul
  • Managing Base building contracts for Atlanta’s Prestigious Clientele
  • Assisting with new construction startup issues
  • Providing solutions to customers’ concerns after new projects have been delivered to the end-user.

His focal point was chillers and assisting the company with start-up issues when a building was turned over to customers, resolving customer issues, and managing large base building contracts to high-end clients in the downtown Atlanta area. Refrigeration consultant for Innovative Air Technologies throughout the country on large desiccant dehumidifier projects, he assisted in designing systems to run with low ambient conditions while maintaining below-freezing dry air.

Craig has served as a refrigeration consultant designing systems that deliver subfreezing discharge air for the purpose of dehumidification in industrial arenas throughout the country.

LinkedIn

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners

Kevin Van Horn, Co-Founder and President, HVH Mechanical Partners, LLC

Kevin began his career in the plumbing industry at a very early age. He can vividly remember long, hot days working for his dad’s plumbing company on his high school summer breaks. He often credits this chapter of his life with developing a lifelong passion for working with his hands. When he graduated high school, Kevin knew that four years at a university did not suit his personality. Knowing that he needed a career and not just a job, he joined Local 72 as a plumbing apprentice.

After working on construction sites with pipefitters and welders, he developed an interest in pipe welding and rigging. After long consideration, he decided to concentrate on hydronic heating and cooling systems and move away from domestic water and sanitary systems.

Using his past work experience and achievements, he was able to move into the mechanical service industry. It was here that he gained extensive knowledge in the operation of mechanical equipment and how to troubleshoot and repair this equipment.

Once he reached his goal of learning everything in this industry, from install to service, it was time for him to start on his lifelong goal of business ownership. This led to the birth of HVH Mechanical Partners.

At HVH Mechanical Partners, Kevin meets with customers to discuss solutions to the concerns they have with their building’s mechanical and plumbing systems. He interacts with suppliers and vendors to ensure HVH can service its customers efficiently and economically. He works with the office and field teams to ensure that customer service is the highest priority.

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 | Twitter

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

 

Tagged With: Alpharetta CPA firm, Craig Harrison, Frazier & Deeter's Business Beat, Frazier Deeter, HVH Mechanical, Kevin Van Horn, mechanical contractors, Roger Lusby

John Herbert, Herbert Legal Group

September 21, 2021 by John Ray

Business Beat
Business Beat
John Herbert, Herbert Legal Group
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Herbert Legal Group

Frazier & Deeter’s Business Beat:  John Herbert, Herbert Legal Group

John Herbert of Herbert Legal Group joined this edition of Business Beat with host Roger Lusby to discuss his legal and strategic advisory practice, both domestic and international. John shared what he sees with commercial real estate activity in North Fulton, his work on various investment projects in Africa, assisting international investors in buying U.S. real estate, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Herbert Legal Group

From the smallest start-up to the industry giant, legal solutions are no longer a luxury. Whether it is that one incident that requires intense legal representation or simply issues that arise naturally in the day-to-day business context, companies need a law firm that is on their side.Herbert Legal Group

Herbert Legal Group wants to be an integral member of your business team. Nothing splits up a team more than that unexplained, surprise invoice for services clients were not expecting, did not approve of, or did not understand. Time-based billing creates a wall of separation between team members which can hamper even the best working relationship. So Herbert Legal Group delivers solutions, not minutes.

Company website | LinkedIn

John Herbert, Principal, Herbert Legal Group

John Herbert, Principal, Herbert Legal Group

John Herbert has been practicing law since 1994. In 2013 he decided to transform my practice and the way legal services are delivered to small and medium-sized businesses.

He realized that he was missing out on opportunities because people were afraid to call out of fear that the clock would be running, and they would be hit with a huge bill for his time. At the same time, companies were missing critical legal services out of fear.

Herbert Legal Group’s biggest competition is not other law firms. Their biggest competition is business owners doing nothing. Herbert Legal will take that call. They will take that meeting. If they cannot offer you a solution during that time, then that time is on them. At least you will trust them enough to call them next time.

They are business owners just like you and understand the opportunities and challenges of building something lasting and important. HLG cannot commit to open-ended invoicing from their service providers either. They measure their resources and employ them in a way that creates value for the clients first and the company second. Sound familiar? They treat you the way you want to be treated.

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 | Twitter

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

 

Tagged With: Africa, business attorney, commercial real estate, commercial real estate investing, economic development africa, foreign investment in the U.S., foreign investors, Frazier & Deeter's Business Beat, Frazier and Deeter, Herbert Legal Group, investing in Africa, John Herbert, Roger Lusby

Dr. Nicholas Alley and Hilary Beeston, Area-I

July 21, 2021 by John Ray

Area-I
Business Beat
Dr. Nicholas Alley and Hilary Beeston, Area-I
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Area-I

Frazier & Deeter’s Business Beat: Dr. Nicholas Alley and Hilary Beeston, Area-I

Dr. Nicholas Alley and Hilary Beeston, Co-Founders of Area-I, joined Frazier & Deeter’s Roger Lusby and Donna Beatty to discuss the keys to their successful work in Unmanned Aerial Systems (UAS). Nick and Hilary shared their backgrounds, how Area-I got started, challenges of working with the federal government, why UAS are so important, how they’ve created an attractive working environment for their team, and much more.  Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Area-I

Founded in 2009, Area-I has spent over a decade developing a unique and innovative aerospace company that delivers tangible results, while providing a fun and creative environment for our employees to thrive.

Area-I, Inc. is a metro-Atlanta-based Aerospace company dedicated to the development of state-of-the-art Unmanned Aircraft Systems (UAS). They specialize in the design, prototyping, optimization, integration, flight controls, and flight testing of unmanned systems from initial concept to demonstration. Area-I is quickly becoming known for the go-to source of Tube-Launched, Tube-Stored aircraft, such as its ALTIUS platform. ALTIUS offers unrivaled endurance and payload capacity in its size class. Some of Area-I’s current customers include the U.S. Air Force, SOCOM, U.S. Navy, U.S. Army, and NASA.

Company website | LinkedIn

Dr. Nicholas Alley, CEO, and Hilary Beeston, CFO, Area-I

Area-I
Hilary Beeston, CFO, and Nick Alley, CEO, Cofounders, Area-I

Dr. Nicholas Alley and Hilary Beeston cofounded Area-I in 2009.  Hilary took on the role of CFO and her work has been key to navigating Area-I’s business with the federal government.

Dr. Nicholas Alley received his Ph.D. in Mechanical Engineering with an emphasis in fluids and flight mechanics from Utah State University in 2006. Studying under Dr. Warren Phillips, he gained a background in aerodynamics and flight mechanics. While at USU, Dr. Alley was involved in the design and construction of five unmanned aircraft and was the chief engineer and faculty advisor for the student-designed USU Wright Flyer, which successfully flew at venues all over the nation in celebration of the centennial of flight.

After graduation, he spent a year at the Idaho National Laboratory (INL) where he developed and deployed unmanned aerial vehicles to aid in the protection of INL’s nuclear facilities. In the fall of 2007, he took a research faculty position in the Aerospace Engineering department at the Georgia Institute of Technology where he was the instructor for the unmanned aircraft design class and the faculty advisor for Georgia Tech’s AIAA design-build-fly student teams.

Dr. Alley left Georgia Tech in January of 2009 and founded Area-I, Inc., an aerospace technology firm in the Atlanta area that specializes in the development of unmanned aircraft systems (UAS). Since 2009, Area-I has grown to over 100 personnel, received nearly $100 million in government and private contracts, and is actively engaged in developing UAS, and UAS-related technologies for the Air Force, Navy, Army, and NASA.

At Area-I, Dr. Alley continued his tradition of aircraft design by utilizing his software tools, which can quickly and accurately predict aircraft performance, to lay the framework for a company that has since established a reputation for designing highly engineered, mission-specific unmanned aircraft. Area-I is currently leading the development and testing of new unmanned aircraft for the Air Force, Army, and Navy as well the autonomy that allows those aircraft to carry out highly specialized missions with minimal operator oversight. Area-I’s primary platform, ALTIUS, is a high-endurance fixed-wing aircraft that folds up such that it fits into a specialized launch tube. ALTIUS is then carried aloft, launched, and controlled from a mothership, such as the AC-130 gunship, the UH-60 Blackhawk, or the NOAA P-3 hurricane hunter.

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 Alpharetta office, 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: aerospace, Aerospace and defense, aircraft design, Area-I, Donna Beatty, Frazier & Deeter's Business Beat, Frazier and Deeter, Nicholas Alley, Roger Lusby, UAS, Umanned aerial systems, unmanned aircraft

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

April 21, 2021 by John Ray

John Marsh, The Bristol Group
Business Beat
Frazier & Deeter's Business Beat: John Marsh, The Bristol Group
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John Marsh, The Bristol Group
John Marsh, The Bristol Group, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat: John Marsh, The Bristol Group

John Marsh of The Bristol Group joined host Roger Lusby to discuss his business brokerage practice, the current environment for selling a business, how a business owner should prepare for a sale, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

The Bristol Group

The Bristol Group is a trusted national Business Brokerage and Merger & Acquisition Firm focused on providing professional sell-side representation and mergers and acquisition services to lower middle market clients across the United States. This segment of the market is underserved by experienced and professional business brokers. The Bristol Group is here to transform the transactional nature of business brokerage by using a holistic and consultative approach and strongly believe in developing relationships built on trust.

John Marsh, Managing Broker, The Bristol Group of Greater Atlanta

John Marsh, The Bristol Group
John Marsh, The Bristol Group

Prior to founding the Bristol Group of Greater Atlanta, John served as a corporate executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive-level roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17-year career.

In those roles, John served as an integral part of the leadership team that scaled a medical device company that was sold to a private equity firm for $162M. John led integration efforts and was a part of due diligence on all the company’s acquisitions. In total, John participated in over $360M in transactions in his executive roles.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA, and has worked with both start-ups and large private equity-owned companies. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

John graduated from the University of Georgia with a BBA in Accounting and holds an MBA from Kennesaw State University. He currently lives in Marietta, with his wife and two daughters.

Company website | 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 Alpharetta office, 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.

John Marsh, The Bristol Group

Tagged With: Bristol Group, business broker, Frazier & Deeter's Business Beat, Frazier Deeter, John Marsh, Mergers and Acquisitions, Roger Lusby

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

March 17, 2021 by John Ray

Georgia Public Policy Foundation
Business Beat
Frazier & Deeter's Business Beat: Kyle Wingfield, Georgia Public Policy Foundation
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Georgia. Public Policy Foundation

Frazier & Deeter’s Business Beat: Kyle Wingfield, Georgia Public Policy Foundation

Kyle Wingfield, Georgia Public Policy Foundation, joined host Roger Lusby to discuss the state’s budget, education funding, the impact of federal Covid relief, and much more. “Business Beat” is presented by Alpharetta CPA firm Frazier & Deeter.

Georgia Public Policy Foundation

A trusted, independent resource for voters and elected officials since its founding in 1991, the Georgia Public Policy Foundation provides actionable solutions to real-life problems by bringing people together. The Georgia Public Policy Foundation was created on the belief that good public policy is based upon fact, an understanding of sound economic principles and the core principles of our free enterprise system – economic freedom, limited government, personal responsibility, individual initiative, respect for private property and the rule of law.

State-focused, independent, non-partisan and market-oriented in its approach, the Foundation conducts scholarly research and analysis of state public policy issues, and works to educate citizens, policy-makers and the media.

Company website | LinkedIn | Facebook | Twitter

Kyle Wingfield, President and CEO

Georgia Public Policy Foundation
Kyle Wingfield, President and CEO, Georgia Public Policy Foundation

Kyle Wingfield is a native of Dalton and a graduate of the University of Georgia. He joined the Foundation as president and CEO in April 2018 after spending nine years as an opinion columnist for The Atlanta Journal-Constitution. He has also worked for the Wall Street Journal, based in Brussels, Belgium, from 2004 to 2009, and for the Associated Press, based in Atlanta and Montgomery, Ala., from 2001 to 2004.

At the AJC, Kyle wrote often about state politics and policy, focusing especially on education and school choice, transportation, health care, and state and local taxation. He is a frequent guest on GPB’s “Political Rewind” show and was a finalist for the Reason Foundation’s Bastiat Prize for Journalism in 2013. Kyle’s weekly column continues to appear in 10 newspapers around the state.

Kyle received the UGA Grady College’s John E. Drewry Young Alumnus Award in 2006, was named to the UGA Alumni Association’s 40 Under 40 Class of 2012 and is a member of UGA’s Board of Visitors. He is a member of Leadership Georgia’s Class of 2018 and, as an Eagle Scout, remains an active volunteer in Scouting.

LinkedIn

Questions and Topics in this Interview:

  • An overview of the 2021 Georgia legislative session.
  • An overview of reforms under consideration that would affect education in Georgia.
  • A look at the budget picture for the state.
  • How the new federal COVID relief bill will affect Georgia (as well as how past relief bills have affected the state).
  • How the pandemic might affect healthcare in Georgia moving forward.

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, 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 CPA firm, COVID relief bill, Frazier & Deeter's Business Beat, Frazier Deeter, Georgia Public Policy Foundation, Kyle Wingfield, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Mayor Jim Gilvin, City of Alpharetta

August 20, 2020 by John Ray

Mayor Jim Gilvin
Business Beat
Mayor Jim Gilvin, City of Alpharetta
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Mayor Jim Gilvin
Mayor Jim Gilvin, City of Alpharetta, and Roger Lusby, Frazier & Deeter

Frazier & Deeter’s Business Beat:  City of Alpharetta Mayor Jim Gilvin

City of Alpharetta Mayor Jim Gilvin joins the show to discuss leadership lessons learned in a pandemic, the budget impact of the pandemic on the City of Alpharetta, and much more. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

Mayor Jim Gilvin, City of Alpharetta

Mayor Jim Gilvin
City of Alpharetta Mayor Jim Gilvin

Jim Gilvin is the Mayor of the City of Alpharetta, GA, elected in May 2018. Mayor Gilvin has lived in Alpharetta since the late 1990’s along with his wife, Mary Anne, and their two children Justin and Sarah. The Gilvins live in the Windward subdivision and attend Mount Pisgah United Methodist Church. Mayor Gilvin holds a Bachelor’s Degree in Finance from Georgia Southern University. He is a residential real estate agent and an owner of an Alpharetta-based technology company. He served on the Alpharetta City Council from 2012 to 2018, when he resigned his seat to run for Mayor. During his time as City Councilman, Gilvin served as liaison to Alpharetta’s Parks and Recreation Department and the Public Safety Department.

Topics Discussed in the Show:

  • leadership lessons from the pandemic
  • pandemic-related effects on the city’s budget
  • commercial property values
  • Alpha Loop
  • relationships with other North Fulton cities
  • broader North Fulton economy

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

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

Tagged With: Alpha Loop, Alpharetta, Business Beat, City of Alpharetta, Frazier & Deeter's Business Beat, Frazier Deeter, Jim Gilvin, Mayor Jim Gilvin, North Fulton economy, Roger Lusby

Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company

March 18, 2020 by John Ray

Arch+Tower
Business Beat
Frazier & Deeter’s Business Beat: John Hightower, Arch + Tower, an FD Company
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Arch+Tower
Roger Lusby and John Hightower

Show Summary

John Hightower of Arch+Tower joined this edition of “Business Beat” to discuss the interplay of customer experience, employee experience, and operational excellence. Roger Lusby, CPA is the host of “Business Beat” and the series is presented by Alpharetta CPA firm Frazier & Deeter.

John Hightower, Arch + Tower

Arch+Tower
John Hightower, Arch+Tower

John Hightower is the CEO of Arch + Tower. Arch + Tower, an FD Company, helps their clients win in the Experience Economy. We are helping close the experience gaps for clients’ – Customers and Employees – delivered with Operational Excellence. They call it their CX/Ex/Ox Framework(tm).

They work with business leaders by creating solutions that help clients bridge gaps, stand up under the weight of growth, and build for the future, hence the name Arch + Tower.

Their team partners with clients to deploy proven methodologies and a comprehensive approach – technology, data, people, processes – to deliver excellence within an organization.

Arch + Tower has served companies like Chick-fil-A, ChenMed, Peak Campus, Sunstate Equipment, Thrive Farmers, and others planning to scale solutions across multiple locations.

Arch + Tower has joined the Frazier & Deeter family of companies. They are excited to be helping to improve customer and employee experiences as part of an award-winning accounting and advisory firm with offices across the US and the UK.

Visit www.archandtower.com to discover the ways their team can help you span gaps and see farther with your people and projects.

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
Roger Lusby, Partner in Charge of Alpharetta office, 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: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

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

Arch+Tower

Tagged With: customer experience, CX, Employee Engagement, employee experience, Frazier & Deeter's Business Beat, Frazier Deeter, Operational Excellence, Operations, Partner at Frazier & Deeter, Roger Lusby, Roger Lusby CPA

Frazier & Deeter’s Business Beat: Carter Barrett, Affinity Bank and Dime Capital

November 20, 2019 by John Ray

Carter Barrett
Business Beat
Frazier & Deeter's Business Beat: Carter Barrett, Affinity Bank and Dime Capital
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Roger Lusby and Carter Barrett
Roger Lusby and Carter Barrett

Show Summary

Carter Barrett of Affinity Bank and Dime Capital joins host Roger Lusby, CPA to discuss how to make small businesses more valuable in a sale, the value of investing in relationships, the importance of great advisors, and much more. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Carter Barrett, Affinity Bank and Dime Capital

Carter Barrett
Carter Barrett

Carter Barrett is the Market President of North Atlanta for Affinity Bank as well as a Founding Partner of Dime Capital.

Carter has almost 30 years of commercial banking experience in North Atlanta serving in different roles, including Forsyth County Executive for Wachovia and as the Senior Lender for Regions Bank in Forsyth County.

In December of 2006 he and two associates made a decision to start their own bank and over the next year they wrote a business plan, recruited a management team and Board of Directors, raised $16.8 million in capital, and obtained the necessary regulatory approvals to open.

Community Business Bank (CBB) was opened in January of 2008, with Carter serving as the original President, Sr. Credit Officer, and member of the Board of Directors. Within 8 months he was named CEO of the organization.  Barrett led the bank during a tumultuous time for the industry and oversaw all aspects of day to day operations for the bank’s entire existence.  He negotiated the sale to Community and Southern Bank in May of 2015, delivering a solid outcome for his shareholders.

After selling the bank, he and two friends started an investment company called Dime Capital, which has consulted with companies to help them improve operations, profitability, and enterprise value. Dime makes strategic investments in real estate and in small businesses.

Today Carter serves as the Market President of North Atlanta for Affinity Bank, which is headquartered in Atlanta and is especially gifted at serving professionals, small to mid-sized companies, and real estate investors.   Carter and his associate, Andrew Bell, have been charged with planting a flag for Affinity Bank in North Atlanta and will focus on the GA 400 corridor.

Carter is honored to have served the community on various Boards of Directors including: United Way of Forsyth County; the Greater North Fulton Chamber of Commerce; and the Forsyth Chamber. He is a graduate of Leadership North Fulton and Leadership Forsyth, has served as President of the Lanier Forsyth Rotary Club and as Membership Chairman for Rotary District 6910.  He currently serves as Co-Chairman of the Advisory Committee of The Center for Entrepreneurship and Innovation at the University of North Georgia.

Carter Barrett is a 9th generation Georgian from Augusta.  He went to high school in Rome, Italy and has a BBA in Finance from the University of Georgia. He has been married to Jamie Harden Barrett since 1995 and has two daughters, Eleanor and Cornelia.

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

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

Carter Barrett 

Tagged With: Dime Capital, Frazier & Deeter's Business Beat, Frazier and Deeter, Frazier Deeter, investing in relationships, relationships, Roger Lusby, Roger Lusby CPA, small business investing, Thrive Coworking, trusted business advisor

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