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What are the key considerations for individuals and businesses for this tax season? In this video, Vice President Michele Graham discusses what you need to know as we enter the 2022/2023 tax season.

Do you have questions about your specific tax situation? Contact HSC for a complimentary consultation. 1.800.880.7800

About the Expert:

Michele Graham, CPA, MST is a Vice President in our Tax Department. She joined the firm in 2009 and assumed the role of co-leader of the Tax Department in August 2021. Michele works closely with businesses, non-profit organizations, and individuals in the areas of tax planning and compliance. She also leads the firm’s Health Care team.

Michele graduated magna cum laude from the University of Southern Indiana with a Bachelor of Science degree in accounting and earned a Master of Science in Taxation degree from DePaul University. Michele is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, and the Medical Group Management Association.

Michele currently serves on the board of directors and as Finance Chair for Easterseals Rehabilitation Center. She has previously served on the board of directors for A Network of Evansville Women, Borrowed Hearts Foundation, Warrick Public Education Foundation, Pulmonary Fibrosis Partners, Joshua Academy and Warrick County 4-H.

We hope you have a very happy holiday season surrounded by those you love.

What are the keys to success with creating a financial plan? In this short video, we partner with Avantax Planning Partners^SM to give you the information you need to start planning for your future financial goals.

Ready to get started? Give our experts a call. 1.800.880.7800.

Our Louisville office is moving into a larger space on the 17th floor of the PNC Tower! As of November 7, our Louisville address will be 101 S. 5th Street Ste. 1700. Client service will not be interrupted during the moving process. Reach out to your HSC contact with any questions or needs you may have.

Open house details coming soon.

In this 5 minute video, Vice President Shannon Brewer and Senior Manager Derek Sizemore discuss 3 things manufacturers need to know for 2023 including R&D credits, the new lease standard, and the Work Opportunity Tax Credit (WOTC).

About the Experts

Shannon Brewer, CPA, is a Vice President in our Accounting and Auditing Department. She is a member of the firm’s Manufacturing Team and Employee Benefit Audit Group. Shannon has been with the firm since 1997, and serves some of the firm’s largest manufacturing clients as well as several local nonprofit organizations.

Shannon is a magna cum laude graduate of the University of Southern Indiana with a Bachelor of Science degree in accounting. She is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, the Institute of Management Accountants, and ANEW (A Network of Evansville Women). Shannon serves on the Tri-State Manufacturers’ Executive Committee and Southwest Indiana Family Business Alliance Executive Committee.

Derek Sizemore, CPA, is a Senior Manager in our Tax Department. He joined the firm in 2010, and is a member of the firm’s Manufacturing and Health Care Teams.

Derek graduated from the University of Evansville in 2010 with a Bachelor of Science degree in accounting. He is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.

What is CAS? How can it help you focus on growing and operating your business? What benefits are there in outsourcing your accounting function? 

In this short video, Lisa Frank and Jason Warford answer all these questions and more. 

Ready for a more in depth conversation about CAS? Reach out to our experts, Vice President and department leader Lisa Frank, CPA and Outsourcing Manager Jason Warford, CPA, MAcc.

Lisa Frank, CPA

Lisa Frank is a Vice President and leader of our Outsourcing Department. She joined the firm in 2002. Lisa has over 20 years of experience in public accounting and private industry accounting. She specializes in our accounting service department by providing on-site accounting assistance, and performing controllership functions for clients.

Lisa is a cum laude graduate of the University of Evansville with a Bachelor of Science degree in accounting. She is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, and the Kentucky Society of Certified Public Accountants. Lisa is a Certified QuickBooks® Professional Advisor. She previously served as President and Treasurer for Gilda’s Club and Treasurer of the Albion Fellows Beacon Center. Lisa is on the Children’s Ministry Team at City Church.

Jason Warford, CPA, MAcc

Jason Warford is a Manager in our Outsourcing Department. He joined the firm in 2018. Jason has 6 years of experience in public accounting, and brings a valuable, diverse set of experiences to our Outsourcing Department. In his career, he has worked with businesses of varying sizes, industries, and entity types. He has a passion for providing closely held businesses with accounting and business principals normally reserved for large corporations. He strives to help businesses and organizations streamline their accounting processes by utilizing web-based solutions in an effort to allow those owners and managers do what they do best; manage their organizations.

Jason graduated from the University of Southern Indiana (Magna Cum Laude) with a Bachelor of Science degree in accounting and finance and attained his Master of Accountancy degree from Belmont University. He currently serves as the Treasurer of the Good Samaritan Home.

What is estate planning?

Hint: it is so much more than estate taxes. In this video, Kathy Ettensohn, Vice President and Co-leader of Advisory Services, discusses how to make sure your loved ones are taken care of when you’re gone. Are you ready to get started? Let’s talk 1-800-880-7800.

Kathy Ettensohn, CPA, MST, CIRM, is a Vice President and Co-leader of the Advisory Services Department. Kathy has over 30 years of experience serving clients in the areas of audit, tax, and business consulting.

What is planning for the future all about? What is exit planning? In this short video, Scott Olinger, CEO chats about the answers to these questions and the 7-Step HSC STEPS process.

Find out more on our HSC STEPS webpage. ​

​Ready to talk about it? Contact our expert team leads, Scott Olinger and Kyle Wininger.​

We will be closing our offices in celebration of the Christmas and New Year’s holidays. Our holiday schedule will be:

• December 23 (Thursday) – Closed
• December 24 (Friday) – Closed
• December 27 (Monday) – Closed
• December 31 (Friday) – Closed

From our family to yours, we wish you a very Merry Christmas and prosperous New Year!