Corporate & Contributing Sponsors

SBCA Thanks its Corporate & Contributing Sponsors


http://www.robinsongrimes.com

Robinson Grimes is the largest Certified Public Accounting firm in Columbus, Georgia and one of the largest CPA firms in the state of Georgia. The firm serves a wide variety of clients in the region, and has particular expertise in the areas of real estate, wholesale distribution, governmental, non-profit, construction, and health care. In 2017, Robinson Grimes celebrated the 85th anniversary of our founding. Our continued growth and success is the result of maintaining high standards of professional excellence and consistently delivering superior service to our clients.

Robinson Grimes is a full service accounting and consulting firm with an emphasis on personal attention and continuity in its relations with its clients. The firm is committed to the highest standards of technical competence, professional performance and ethical conduct. It is the firm’s goal to be large enough to offer our clients the widest range of professional service, yet small enough to maintain and nurture personal service. Our growth, continuity and financial success are a direct result of our ability to offer our clients superior services, provided by a uniquely integrated team who promotes the goals and objectives of the firm.

As an industry leader firm, we take an active role in our profession’s associations. Robinson Grimes is a member of both the SEC and Private Companies Practice Sections of the American Institute of CPAs. The firm is also a member of the Georgia Society of CPAs and American Institute of CPAs. Principals of the firm have served in leadership positions of these organizations on the local, state and national levels.

The philosophy of our business is to make our clients business a success by giving them the latest, most specialized and qualified services available anywhere in the world. To that end, we make available to our professional staff the expertise of thousands of other CPAs across the country and around the globe through our membership in CPAmerica International.

CPAmerica International is an exclusive international network of independent accounting firms who pool their resources to give clients the broadest base of service possible. We share our specialties and borrow from other CPAmerica International members to provide services wherever our clients do business. CPAmerica International’s membership includes 2,000 CPAs and extends from coast to coast in the United States and to more than 10,000 professionals in 85 countries around the world through its strategic alliance with Horwath International.

Robinson Grimes’ primary contact with the SBCA:

Charles D. Johnson, CPA, CGMA

Charlie Johnson is a partner of Robinson Grimes where he concentrates his practice in the areas of taxation, health care services, employee benefits, estate planning and accounting for individual and small business clients. His practice focuses on individual and small business tax planning including assistance with income, gift, estate and trust planning, and business succession issues.

Mr. Johnson graduated from Emory University where he earned his BS degree and Georgia State University where he earned his Master of Professional Accountancy degree.  He obtained his CPA certificate from the State of Georgia.  He is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA); Trustee, Treasurer and Past President of the Georgia Federal Tax Conference; Treasurer of the Small Business Council of America; and member of the Tax Section of the Georgia Society of CPAs. He is an active member of St. Paul United Methodist Church where he served as Treasurer or Chair of the Finance Committee for 19 years and currently serves on the Finance Committee and Administrative Council.  He also is a member, Director and Treasurer of the Rotary Club of Columbus.

Lincoln Financial Group

www.lfg.com

Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — our business is built around supporting, preserving, and enhancing our customer’s lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

Lathrop & Gage Attorneys

www.lathropgage.com

Lathrop & Gage L.C. offers the depth and strength of a large national law firm with the hands-on service, management style and aggressive client service of a smaller regional firm with approximately 300 attorneys in 11 offices nationwide. Office locations include Boulder, CO, Columbia, MO, Clayton,  MO,  Denver, CO, Jefferson City, MO, Kansas City, MO, New York, NY, Overland Park, K., Springfield, MO, St. Louis, MO and Washington, D.C. (affiliate office.)

We counsel clients on many issues, including general corporate governance, corporate planning and organization, complex transactions, banking,  professional corporations, federal and state regulations and business litigation.  At Lathrop & Gage, emerging businesses receive the same talent and specialized knowledge as Fortune 100 companies.

Additionally, Lathrop & Gage serves both small and large businesses with  one of the largest and most experienced intellectual property practice groups with 50 IP attorneys who are backed by a litigation department of more than 180 attorneys. Our health care department is also one of the largest and most respected teams in the region and has extensive experience in providing advice and counseling to health care providers – large and small – regarding regulatory and reimbursement issues, litigation matters and complex transactions.

More than half of the firm’s attorneys have received Martindale Hubbell’s highest rating, dozens are listed in Chambers USA, Best Lawyers in America and are inducted into the prestigious American colleges of their practice areas. In 2006, Worth, a magazine that caters to families of substantial wealth, recognized  two Lathrop & Gage attorneys  as among the top 100 wealth strategies attorneys in the country.  Also, Chambers USA ranked Lathrop & Gage’s corporate, intellectual property, litigation, real estate and labor and employment practices among the best in the Midwest, noting the firm is populated with “excellent legal advisers with a strong commitment to customer service.”

Founded in 1873, Lathrop & Gage is the oldest law firm west of the Mississippi River and still represents its first client, now known as BNSF Railway Company.

Lathrop & Gage’s primary contact with the SBCA:

Alson Martin

Alson R. Martin, [B.A. Kansas University (highest distinction), J.D.
(cum laude) and LL.M. (Taxation) New York University] is a Member of
Lathrop & Gage, L.C. He is President and Director of the Small Business
Council of America; member and former Chair of the American Bar Association
Personal Service Organizations (1994-96); member of Closely-Held Business
Committee, Health Law Committee, and Limited Liability Task Force; member
of The National ESOP Association Administration Advisory Committee;
Fellow, the American College of Tax Counsel & the American College
of Employee Benefits Council; and Life Member, American Tax Policy Institute.
He is author of the book Limited Liability Companies and Partnerships
(2d ed. 2001; Supp 2006); and co‑author of the book Kansas
Corporation Law &  Practice (Including Tax Aspects)

(3d ed. 1992), “Doing Business In Kansas,” part of the BNA
Corporate Practice Series and Tax Management’s State Tax Library), and
has written many articles for various publications. He is Technical
Editor, The 401(k) Adviser (Aspen 1996-date).

He was a delegate, and tax chair for the State of Kansas, to the White House Conference on Small Business held in Washington, D.C. in 1995, and a delegate to the 2006 Saver’s Summit in Washington, D.C..

Mr. Martin has been a faculty member for the Annual National ALI-ABA Courses “Estate Planning for the Family Business Owner, “ “Sophisticated Estate Planning Techniques,” and the co-chair of The Annual Advanced Course of Study “Professional Service Organizations.”.  He has also spoken on tax and business subjects to many businesses and professional organizations.  Formerly an adjunct professor of law at both the University of Kansas and University of Missouri at K.C. Law Schools, Mr. Martin is listed in the book The Best Lawyers in America, Outstanding Lawyers of America, Chambers America’s Leading Lawyers for Business, Missouri & Kansas Super Lawyers, Who’s Who In American Law in American Law, The National Registry of Who’s Who; Madison’s Who’s Who Among Executives and Professionals (2006-2007 Honors Edition);  and Guide to Leading U.S. Tax Lawyers.

Denver Litigation

www.bakerlaw.com

Baker Hostetler is one of the nation’s top 100
law firms
with more than 600 attorneys serving clients around the country
and throughout the world. Established in 1916 by Newton D. Baker, U.S.
Secretary of War during World War I, and former Mayor of Cleveland, the
firm now has offices in ten U.S. cities across four time zones. Baker
Hostetler is a multidisciplinary firm with 11 practice groups and 55 areas
of practice strength.  In 2006, Baker Hostetler celebrated its 90th
anniversary. This milestone represents more than longevity. It signifies
a time to salute the many important clients and friends who have grown
with us—many whose organizations we have served for not simply years,
but decades.

Baker Hostetler is Counsel to Market Leaders. Our
clients include businesses and individuals that are leaders nationally,
globally, regionally and locally. Many are in the top of their market
segments in virtually every industry, and many are household names. Others
are leaders of the future—companies with the aspiration and will
to drive tomorrow’s high-growth industries.

For more information, contact Neil Carrey at ncarrey@bakerlaw.com
or 310-442-8835.

http://www.bakerlaw.com

Baker & Hostetler’s main contact with the SBCA:

Neil Carrey, Esq.

Neil Carrey [B.S. in Economics from the Wharton School of the University of Pennsylvania and J.D. from Stanford Law School] is an Of Counsel member of the Tax Group of Baker & Hostetler, although he also specializes in ERISA and corporate matters. He is a Director of the Small Business Council of America and has taught the class on qualified retirement plans at the Paralegal School of the University of Southern California and lectured at the USC Dental School.

In addition to an active law practice, Mr. Carrey has devoted, and continues to devote, many hours to civic and charitable activities. He presently is a Recreation and Parks Commissioner for the City of Santa Monica, California, and is on the Board and is a past President of the Santa Monica Police Activities League; the President of several nonprofit organizations dealing with economically disadvantaged youth; a past President and on the Board of Padres Contra El Cancer and now serves in the position of President Emeritus, a Director or former Director of a number of nonprofit organizations, including , the Santa Monica Youth Athletic Foundation, the Santa Monica League of Women Voters; serves or has served on the Advisory Boards or acts as a volunteer consultant to a number of nonprofit organizations, including the Centennial Committee for the Santa Monica Pier, the Advisors Council for the Childrens Center for Cancer and Blood Diseases at Childrens Hospital Los Angeles, the California 33rd PTA District, the Santa Monica-Malibu Education Foundation, the Madison Theater of Santa Monica College and the University of Pennsylvania Women’s Sports Advisory Board. Mr. Carrey also Chairs the Parcel Tax Committee for the Santa Monica-Malibu Unified School District and over the years Chaired and served on many other advisory committees to the school district, including having been selected by the Superintendent to serve as one of four members of the select Financial Advisory Committee. In the past, Mr. Carrey also served as an officer of many additional nonprofit organizations, including serving for 8 years as the President of the University of Pennsylvania Alumni Organization of Southern California and the Santa Monica Little League and an officer of a Child Care Center. For 15 years, Mr. Carrey also coached a number of different youth athletic teams, including Little League, Bobby Sox Softball and American Youth Soccer teams.  Mr. Carrey is also a Member of the Country Music Foundation and Academy of Country Music.

Mr. Carrey has received a number of honors and awards from the University of Pennsylvania, the Santa Monica-Malibu Unified School District PTA and the school district itself, the Humanitarian of the Year Award from the Venice/Santa Monica Chapter of the League of United Latin American Citizens, the Henry Gilchrist Professionalism Award, the Connie Murdoch Award from the Small Business Council of America and a Special Humanitarian Award from the Small Business Council of America.
He was also selected as one of the 103 most influential people in the Santa Monica/Venice and surrounding areas.

Matthews Benefit Group

www.eerisa.com

Matthews Benefit Group, Inc. is an independent benefits and actuarial consulting and plan administration firm. The company provides design, consulting, compliance testing and plan administration services for a wide range of employers and types of qualified and nonqualified retirement plans. The company’s professionals also provide access to state-of-the-art recordkeeping systems for daily valuation of participant accounts.

MBG’s primary contacts with the SBCA:

Gregory E. Matthews

Mr. Matthews, CPA, is a graduate of the University of Tampa (mathematics) and completed his accounting studies at Strayer College and American University, Washington, D.C. He is a nationally recognized expert on the design and administration of pension, 401(k), cafeteria plans, payroll and flexible benefits. He is a member of the Florida and American Institutes of Certified Public Accountants and American Payroll Association and served as Executive Vice President of the Florida Institute of CPAs. Mr. Matthews is the creator, author and editor of the monthly benefit newsletter, 401(k) Advisor, from Panel Publishers. For seven years he wrote Flexible Benefits and the Pension Answer Book – Forms and Worksheets, also from Panel Publishers. Mr. Matthews currently authors the Payroll Answer Book, an authoritative resource for payroll processing and benefit taxation that is distributed by Aspen Law & Business.

PR-logo-AAL-2RGB

www.paleyrothman.com

Paley Rothman is one of the leading law firms in the DC/Maryland/Virginia area. Founded in 1972, the firm enjoys a diverse client base, including corporations, partnerships, banks, trade associations, non-profit organizations, family-owned businesses and individuals. The firm has expanded to over 40 Maryland attorneys at law.

We are proud of our Maryland heritage and our size: small enough to provide sustained personalized attention and large enough to meet sophisticated needs. Our lawyers are widely recognized in their fields on the national, regional and local level. We publish, speak, and teach about the constantly changing issues of today and tomorrow. Our involvement with federal, state and local officials on new laws and regulations gives extra depth to our expertise.

Our firm’s size allows us to provide personal attention to our clients, yet enables us to offer sophisticated legal advice in the following wide range of areas: Corporate & Securities; Creditors’ Rights & Bankruptcy; Employee Benefits; Employment Law; Estate Planning & Administration; Family Law; Financial Services; Government Relations; Health Care; Litigation; Real Estate; Retirement Plans; Taxation and Technology.

Our record of service and results for our clients is demonstrated best by the confidence shown by clients who return again and again for solutions to their many needs, and by the fact that new clients are frequently referred to us by existing clients, other professionals and our peers in the legal profession.

Paley Rothman’s primary contact with the SBCA:

Paula Calimafde, Esq.

Paula A. Calimafde is a Bethesda MD Lawyer & partner at Paley Rothman where she chairs the firm’s Retirement Plans Practice Area and the Employee Benefits Practice Area. Ms. Calimafde has nearly 30 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses. She works closely with owners or management to prepare retirement plans which suit the particular needs of the business. Ms. Calimafde also concentrates on estate planning, particularly advising individuals with significant retirement plan assets. For nearly 30 years, she has been a legislative advocate for businesses in the Federal tax and employee benefits arena. Ms. Calimafde is the current Chair, past President and a member of the Board of Directors of the Small Business Council of America. She received her B.A. from Swarthmore College and her J.D. from Catholic University. She is admitted to practice in Maryland and in the District of Columbia.

Ms. Calimafde has lectured for national, regional and local associations, including the ABA, ALI-ABA and the IRS Employee Benefits Conference. She has testified on numerous occasions before the Senate Finance Committee and the House Ways and Means Committee and has been a panelist for Congressional Members and Staff for the Senate/House Ad Hoc Steering Committee on Retirement Income Security for Americans.

She is a member of the Board of Directors of the Small Business Legislative Council (1992-), Past Chair (1988-1990) and Vice Chair (1986-1988) of the Closely Held Committee of the ABA Tax Section, Charter Fellow of the American College of Employee Benefits Counsel, Advisory Board of the Journal of S Corporation Taxation from 1989-1994 and the Editorial Advisory Panel of Pension & Benefit Power, 2003-. In 1986, Ms. Calimafde was elected a delegate to the White House Conference on Small Business and was subsequently appointed as one of eleven National Commissioners. In 1995, Ms. Calimafde was appointed by the White House to serve as a Presidential Delegate at the 1995 White House Conference on Small Business.

Danziger & Markoff Attorneys at Law

www.dmlawyers.com

Danziger & Markhoff LLP is a business and tax-oriented law firm in White Plains, New York that has been representing clients in the New York metropolitan area for over fifty years.

The firm’s core areas of practice are pensions and employee benefits, ESOPs, trusts and estates and tax planning, corporate law, and healthcare and professional practices.  The services that the firm provides are interrelated, thus enabling the attorneys to provide sophisticated and creative solutions that extend beyond the issue at hand.

The firm works closely with accountants and financial advisors using a team approach to identify clients’ goals and produce practical and comprehensive business solutions.

Danziger & Markhoff LLP has been included in the U.S. News – Best Lawyers 2013 list of “Best Law Firms” in the country, with a Metropolitan “Tier 1” ranking in the area of Trusts and Estates Law.

Harris Markhoff, Esq.

Harris Markhoff, a founder of the firm, has a broad business and tax practice which includes counseling individuals, professional corporations, closely held and family-owned businesses on a wide range of corporate, tax and estate planning issues.   Harris has a close relationship with his clients, many of whom have worked with him for decades.

Harris is a graduate of Columbia College and Columbia Law School and is listed in Best Lawyers in America – Trusts and Estates and Corporate Categories, was named “Best Lawyer of the Year” 2013 in Trusts and Estates in White Plains, and has been listed in the Westchester Magazine list of top lawyers in the Trusts and Estates and Corporate categories.

He is a Past President of the White Plains Bar Association (1990), the Estate Planning Council of Westchester County, Inc. (1975-1976) and the Benjamin Cardozo Society – UJA Federation (1997-1999) and is a Past Chairman of the Sections on Taxation (1973-1974) and Trusts and Estates (1995-1996) for the Westchester County Bar Association, where he also served as a Director from 1989-1995. Harris was also a Director of the Estate Planning Council of New York City, Inc. (1989-1992) and a member of the Estate Planning Committee for the Trusts and Estate Section of the New York State Bar Association (1978-1979).

Harris is a member of the Board of Directors of the Westchester Holocaust Education Center as well as a member of the American Bar Association Sections on Taxation and Real Property, Probate and Trust Law.