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This week, John Henriquez would like to thank two WB rock stars - Seung Hyun Kang and Brooke Hodge. He shared that they worked many nights (and many weekends!) to finish assignments for two of the firm’s clients, including Case-Mate - a new client this year and one with many difficult issues to address. At the end of both assignments, the clients were extremely happy with the service that these two provided, the timing of the reports, and the quality of the deliverables.

Please join John in applauding Seung Hyun and Brooke for their hard work!

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nt Brandi Lucier will join the Tax Department as an International Tax In-Charge on Monday, July 7th. Brandi earned her BA in Accounting from Dillard University and her Masters in Taxation from Georgia State University. She joins WB after almost 5 years with PricewaterhouseCoopers, where she was a tax senior associate. There, she specialized in mergers and acquisitions and tax consulting. Nicole Suk will be her coach; she’s in fantastic hands!

Please join us in welcoming her to WB, and connect with her on LinkedIn here.

Another quick HR note ...

Thank you to all who have participated in the Roman Kepcyzk town hall meetings and calibrations. The information gathered from these will help define areas to improve processes and determine best practices. These started yesterday and will wrap up tomorrow. We hope they have been helpful to you thus far, and we appreciate your input!

Also joining the firm from PwC is Melanie Monroe. Melanie will soon join the tax department as a tax associate. She is currently an associate with PricewaterhouseCoopers, with experience working with foreclosure reviews, federal, state, and foreign returns, and training staff on general return preparation and documentation processes. Melanie earned her BBA from Florida Agricultural and Mechanical University, and her Masters in Taxation from Florida State University.

We are delighted to have her joining our team, and you can connect with her on LinkedIn here.

Kristin Ethridge started an internship with WB this past March, and she assisted the marketing and human resources departments with a myriad of projects. We are excited that she has joined the firm full-time as our new Human Resources Coordinator, and her first “official” day on the job was this past Monday. She just graduated Agnes Scott College with a degree in Economics and Organizational Management (congrats to her!).

If you haven’t yet met Kristin, please stop by and introduce yourself.

offering more ... growth

Heidi LaMarca has a great new win to report - Project Time & Cost, Inc. From initial planning to post-completion claims, or in response to a catastrophe or natural disaster, PT&C provides expert oversight and analysis to control scope, cost, schedule, risk, and quality. Heidi will do this profit sharing plan audits for this new client. You can learn more about them here.

Director of Audit & Assurance Rebecca Smith has just secured two new ERISA projects. She will be working with our existing clients, Carithers-Wallace-Courtenay, and with ProCare RX. C-W-C is actually a mutual client, as they are the office supply company for WB. ProCare Rx is a pharmacy benefit management company based in Gainesville.

Tax partner Rich Yelton has landed two new deals in the restaurant world. Our cur-rent client Willy’s Mexicana Grill will rely on WB for their gross receipts audit, and new client Toppers Franchise Company will depend on Rich’s expertise for tax consulting. His lunch calendar is bound to be getting full.

Congrats go out to and all who helped secure these opportunities for the firm!

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ship Advisory Services practice leader Dean Flores has shared a new post to the

WB Blog titled “SOC 2 “Plus” – More Opportunities to Demonstrate Your Compliance Efforts”. Be sure to check it out to understand the current regulations for compliance with security standards. Dean is also dropping into the segment team leadings to give a high-level presentation to explain the ser-vices his department provides. Mike Hostinsky is assisting with this as well, and we thank them for taking this initiative!

Insights 2014 is well underway. The planning committee (Christopher Nunn, Greg Spangler, Brad Dickson, Tim Clancy, Chris Rouse, John Yeager, Michelle Morris, Vickie White, and Heather Hess), have launched the regular meetings to nail down all the details for the firm’s biggest annual event. Details will be shared with everyone shortly so that you have the information to pass along to your clients, prospects, and business partners. If you have any suggestions for speakers or topics, please be sure to let someone on the committee know. Thank you!

Have you heard the news? Well now you can. WB has contracted with Umano, which is an app that narrates our blog. So the next time you’re in the car for a bit, hook up your smart phone, turn to the blog, and keep up with our latest news. All you have to do is download the app, and subscribe to the WB channel by entering the promo code “WBCPA”. It couldn’t be easier, and we hope you will spread the good word to your clients and prospects. If you haveany questions, John Yeager can help you out, and here are the links to the apps: iPhone and Android.

connect with WB online

offering more ... access

UTG Solutuions is a managed services company that has worked with us with the separation of FG from PC. They are also currently handling IT Support for FG. During our separation project with FG, they showed a wide range of technical expertise spanning from basic help desk level support to high level infrastructure design and implementation. In a relatively short time,

Laura Berry is sponsoring this week’s Jeans for a Cause Day to benefit the Leukemia Lymphoma Society. Laura is participating in a marathon in Chicago on October 12th that benefits the charity. It will be her first marathon, and she is running in honor of her mother, who was diagnosed last year with Myeloma, a form of blood cancer. This is the second sponsorship for this charity by way of Laura - please join her in helping this great cause for the fight for a cure for cancer!

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We appreciate your donation of $5 or more to support this cause. Remember if you would like to use your contributions to the WB Foundation as a tax deduction, please be sure to include your name with any cash donation. Please make checks out to “WB Foundation” and bring them to Shaneak at the reception desk on Friday. 6.27.14

offering more ... reminders

Wed/Thurs, June 25-26: Roman Kepczyk SessionsThurs/Fri, June 26-27: Roman Kepcyzk Calibrations Friday, July 4: Office Closed in Observance of Independence DayMonday, September 1: Office Closed in Observance of Labor Day

We'd love your input! If you would like to contribute something to the WB newsletter, please email Heather Hess.

Beginning tomorrow, every Friday will be a Jeans for a Cause Day. In an effort to help the charities more, we will sponsor one per month, and the money collected from all the Fridays in the month will be donated. Please remember it’s not a free privilege unless notified by HR. And if you’d like to support a charity through this sponsorship, please see Jennifer Singleton for a month to sponsor.

UTG was able to accomplish a separation of the FG and PC networks essentially building an brand new infrastructure from scratch for FG all in about a timeframe of about 3 weeks to a month. Their support, according to FG, have been great and they are very pleased with their attentiveness and quality of work.

Windham Brannon’s contact at UTG is Brian Miller. He can be reached at bmiller@utgsolutions.com or 678-730-0345.