Our Partners
 |
|
|
 |
 |
|
 |
 |
|
 |
 |
|
 |
 |
|
 |
 |
|
John Chilton, Partner – CPA - ABV, CVA
Co-founder and Partner, John Chilton began his career in public accounting in 1971. Member of the firm's Executive Committee.
Professional Emphasis:
- domestic and international income and other taxes, including individual and corporate planning, business valuation, dispute resolution, business acquisition, disposition, and reorganization
- closely-held businesses and tax-exempt entities
- estate and financial planning, including retirement issues, business transition, and trusts
- expertise with restaurants, construction, retail, manufacturing, not-for-profits, and various service organizations
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Holds Series 7 and 66 securities licenses. Plays an active role in helping others understand the impact of tax law changes including the 2005 Kentucky Tax Modernization Act and participated in drafting recommended changes in the Act. Instructor of continuing education courses on tax and financial planning subjects. Co-lecturer and co-author of presentation materials at the July 2004 Lorman Education Services seminar entitled "Understanding Business Valuations: Just the Basics." Guest lecturer at the 1999 and 2000 annual “Meeting of the Minds” symposium sponsored by the Department of Accounting, Finance, and Information Systems at Eastern Kentucky University.
Education: University of Tennessee, 1971, B.S. in Accounting with concentration in Management Science.
Baseball involves both simplicity and complexity. For me, watching baseball while eating a hotdog and peanuts is the perfect activity... it just doesn’t get much better.
Diane B. Medley, Partner – CPA - ABV, CVA
Co-founder and Managing Partner, Diane began her career in public accounting in 1981. Member of the firm's Executive Committee.
Professional Emphasis:
- strategic business planning
- physician practice consulting
- retirement plan administration
- employee benefit planning
- compensation tax issues
- individual and corporate income taxes with emphasis on personal service corporations, partnerships, limited liability companies, and S corporations
- business transition consulting, including purchases and sales of closely-held businesses
- business valuations
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. Member of the Louisville Chapter of the National Women Business Owners and the University of Louisville Executive Women’s Board. Holds Series 7 and 66 securities licenses. Named the 1996 Woman Business Owner of the Year and the 2004 Woman of Distinction. Served as treasurer in 1996, 1997,1998 and 2001 for the National Association of Women Business Owners. Named the 1995 Business First Who's Who in Finance and Accounting. Voted by the University of Louisville Beta Alpha Psi Fraternity as the 1987 Outstanding CPA and the 1993 Outstanding Alumnus. Received the Kentucky Society of Certified Public Accountants Award for Highest Grades on the May 1981 CPA Exam and the Elijah Watt Sells Award for National High Distinction on the May 1981 Exam.
Education: University of Louisville, 1980 with Highest Honors, B.S. in Commerce with concentration in Accounting, and School of Business Valedictorian.
My family and I enjoy visiting our favorite vacation spot, the Outer Banks in North Carolina, any chance we can get. From watching the sun rise to dining at our favorite local restaurants or just spending time at the beach, we treasure our time together as a family.
Gregory B. Isaacs, Partner – CPA
Began career in public accounting in 1983. Member of the firm's Executive Committee.
Professional Emphasis:
- extensive accounting and auditing experience in a diverse array of industries, including service businesses, manufacturing, construction, real estate, retail, government, and not-for-profits
- mergers and acquisitions, international operations, business valuations and corporate reorganization
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Holds Series 7 and 66 securities licenses. Regular guest lecturer at industry conferences addressing accounting, tax and general business process issues. Serves on the Hunsinger Lane Baptist Church Deacon Board where he is responsible for College Ministries. Serves as executive board member and treasurer of Summit Academy, Middletown, Kentucky.
Education: Asbury College, 1983 with Honors, B.A. in Accounting and Business Management.
My teenage sons introduced me to snowboarding four years ago. I enjoy the excitement and challenge of the snowboarding adventure and being outdoors.
Kevin Fuqua, Partner – CPA - CVA
Began career in public accounting in 1989. Member of the firm's Executive Committee.
Professional Emphasis:
- individual and corporate income taxes with emphasis on limited liability companies, personal service corporations, and not-for-profit entities
- business transition consulting, including purchases and sales of closely-held companies, corporate reorganizations, and mergers and acquisitions
- litigation support and calculations for insurance settlements
- real estate transaction acquisitions, dispositions, like-kind exchanges and construction
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the National Association of Certified Valuation Analysts, and the National Association of Securities Dealers. Holds Series 7 and 66 security licenses and holds an insurance license for the state of Kentucky. Served on the Kentucky Society of Federal Taxation Committee and the Kentucky Society Healthcare Committee.
Education: University of Louisville, 1989 with High Honors, B.S. in Accounting.
Biking, running and swimming are a part of my daily routine. It’s important to me to have a physical outlet to help reduce stress and clear my mind.
P. Glenn Bradley, Partner – CPABegan career in public accounting in 1983.
Professional Emphasis:
- significant auditing and other assurance services in diverse areas such as manufacturing, distribution, retail, real estate, service, mining, energy, and agribusiness
- mergers and acquisitions and due diligence
- debt and equity offerings
- best practices reviews
- IPOs and internal controls reviews
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Appointed to serve as the Accounting Zone Chair of the AICPA's Private Companies Practice Section Technical Issues Committee, 2005, and as a member of the Financial Accounting Standard Board's Small Business Advisory Comittee, 2006. Serves on the Executive Committee and Board of the Kentucky Council on Economic Education. Frequent guest speaker on accounting and audit topics.
Education: Bellarmine University, 1983 Cum Laude, B.A. in Accounting.
Golf has been an activity I’ve really enjoyed over the years, and something I can do with my son. Sometimes I hit the ball well, and other times it’s an exercise in patience and humility.
Victoria D. Buster, Partner – CPA
Began career in public accounting in 1984.
Professional Emphasis:
- individual and corporate income taxes with emphasis on small businesses and wealthy individuals
- tax issues relevant to tax-exempt organizations
- individual estate planning
- strategic planning
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, Louisville Bar Association, and Kentucky Bar Association. Holds Series 7 and 66 securities licenses. Serves on the boards of Baptist Healthcare Systems and Baptist Hospital East. Serves as Finance Team chair at Crescent Hill Baptist Church.
Education: University of Louisville Louis D. Brandeis School of Law, 1983 in top 10 percent of her class. University of Kentucky, 1979, B.A. in Communications.
I have been an avid reader all my life. For me, reading is a good way to keep my mind sharp and it is a great escape.
Margaret G. Jolly, Partner – CPA
Began career in public accounting in 1983.
Professional Emphasis:
- individual, corporate and partnership income taxes with industries including legal services, physicians, restaurants, construction, investment companies, and other service organizations
- accounting services for closely-held businesses including startup issues, payroll tax, sales tax and write-up services
- legal and physician practice consulting
Professional Associations/Achievements: Member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Holds Series 7 and 66 securities licenses. Serves as Deacon in her church. Active with the Pleasure Ridge Park Alumni Association and volunteers for Habitat for Humanity.
Education: University of Louisville, 1981 with Honors, B.S. in Commerce with concentration in Accounting.
Whether listening, singing, directing or playing, I love music. Music can not only soothe the savage beast, but also an uptight accountant.
Stephen M. Lukinovich, Partner – CPA - CVA
Began career in public accounting in 1988.
Professional Emphasis:
- individual and business income taxes with emphasis on real estate, partnerships, and S corporations
- business transition consulting, including purchases and sales of closely-held companies, corporate reorganizations, and mergers and acquisitions
- state and local tax issues
Professional Associations/Achievements: On the Board of Directors of the Kentucky Society of Certified Public Accountants chairing the Small Business and Development Committee. Member of the American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, and the Alliance of Merger and Acquisition Advisors. An active member of the firm’s State & Local Tax Section (SALT), representing clients regarding sales and use tax issues. Holds Series 7 and 66 securities licenses. Formerly chaired the Federal Tax Committee and the Firm Development and Administration Committee of KYCPA. Served as a board member of the Kentucky Institute of Federal Taxation. Frequent lecturer on tax and related topics. Serves as an officer of the Venture Club of Louisville, Inc. and as treasurer and Deacon within his church in Southern Indiana.
Education: University of New Orleans, 1987, B.S. in Accounting.
Having grown up in the heart of New Orleans, Mardi Gras is one of my favorite times of year, and I have an extensive collection of historic carnival Doubloons. There is nothing better than King Cake, Cajun boiled crawfish and a glass of sweet tea.
Rebecca L. Phillips, Partner – CPA, CFE
Began career in public accounting in 1978.
Professional Emphasis:
- audits of not-for-profit organizations and local governments
- audits of non-publicly traded businesses
- management advisory services, including fraud deterrence, internal control evaluations and budgeting, and forensic accounting
Professional Associations/Achievements: Member of Kentucky Society of Certified Public Accountants, Association of Certified Fraud Examiners, the American Institute of Certified Public Accountants, and Treasurer and Member of the Board of Women 4 Women. Holds Series 7 and 66 securities licenses. Appointed to the Kentucky Board of Accountancy in 2005. Serves on the University of Louisville School of Accountancy Advisory Council and the Community Foundation of Louisville Finance and Audit Committee. Formerly served as a faculty Instructor at the University of Louisville teaching courses in “Principles of Accounting” and “Auditing.” Frequent lecturer and guest speaker on topics regarding not-for-profit organizations and fraud detection and prevention. Serves as treasurer and member of the Nativity Academy at St. Boniface Board of Directors, treasurer for Women 4 Women, and member of Dress for Success Louisville Board of Directors.
Education: University of Louisville, 1981, M.B.A. and 1977 with High Honors, B.S. in Commerce with a concentration in accounting.
I have always loved to travel, throughout the US and abroad. Some of my favorite places include Costa Rica, India and Boston. I enjoy learning about the history and culture of the places I visit.
Todd Rosenbaum – CPA
Began career in public accounting in 1993.
Professional Emphasis:
- significant accounting and auditing experience in a diverse array of industries including: insurance, manufacturing, distribution, agribusiness, equine, mining, energy, and real estate
- SAS 70 internal control reviews
- debt and equity offerings
Professional/Community Involvement: Member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Society of Financial Examiners. Serves as board member of the Metro Louisville Chapter of Habitat for Humanity.
Education: Indiana University, 1993 with Honors, B.A. in Accounting.
Boating, skiing and being outdoors are a big part of my summer fun. My family and I enjoy the water and especially enjoy the challenges of slalom skiing.
