News

The Anderson ZurMuehlen newsroom includes current news, releases and industry updates. If you want to stay connected with us in other ways, follow our posts on LinkedIn, Facebook and Google+.

Can the Cats/Can the Griz Food Drive Contest

A few years ago the Anderson ZurMuehlen Missoula and Bozeman offices decided to place a “friendly” wager on who could raise the most food donations for the Can the Cats/Can the Griz food drives surrounding the Brawl of the Wild.

Last year, the Missoula office was the victor with a 1,090 lb. win over Bozeman office’s 925 lb. donation. This year both of the offices really upped their game and Bozeman came back with a vengeance! Missoula raised a total donation of 2,160 ($861.00 cash and 1,299 lbs. of food) but Bozeman reigned victorious this year with their 3,698 lb. donation!

Here are some pics of this year’s donations (and also Bozeman’s loser picture from last year that we just wanted to make sure everyone was able to enjoy!)

These donations contributed to the overall total of Missoula’s 391,000 lbs. to Bozeman’s 389,000 lbs., which broke records for both communities. Awesome job to both of the offices with some great participation for such an amazing cause.

Here is the Missoula’s office contributions with Megan Auclair, administrative professional:

Missoula Office with their food donations

Here is the Bozeman office with their whopping 3,698 lbs. of food donations!

Here is the Bozeman office last  year when they “lost” the food drive and had to root for the Griz!

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Anderson ZurMuehlen Announces Promotions for 2018

 

Anderson ZurMuehlen announces the promotion of Kapri Byrne, CPA, QPA, QKA, to shareholder. Her experience includes defined contribution plan design and administration for the firm’s sister company, Employee Benefit Resources. Byrne has a Master of Professional Accountancy and a Bachelor of Science in Business from Montana State University. She has been with the firm since 2005 and is a member of the American Institute of Certified Public Accountants and the Montana Society of Certified Public Accountants.

Erin Furr, CPA, to shareholder. She specializes in tax consultation, including individuals, partnerships and corporations. Furr has a Master of Professional Accountancy and a Bachelor of Science in Business with an Accounting Option from Montana State University and joined the firm in 2001.

Heather Walstad, CPA, to shareholder. Walstad specializes in audit examinations, evaluation of internal accounting control systems, financial statement preparation and review, compliance audits, and tax planning and preparation for individuals, corporations, partnerships and nonprofit organizations. She has a Master of Accountancy and a Bachelor of Science in Business with an Accounting option from Montana State University. Walstad joined the firm in 2005.

Kendra Freeck, CPA, QuickBooks ProAdvisor and Not-for-Profit Certificate II, to senior manager. Freeck has experience with tax return preparation financial statements, audits, and QuickBooks®. She has a Master of Professional Accounting and a Bachelor of Science in Business with an Accounting Option from Montana State University. Freeck joined Anderson ZurMuehlen in 2006.

Steven Johnson, CPA, to senior manager. His experience includes tax planning and compliance reporting for individuals and businesses. He also consults for litigation cases on economic damages, forensic accounting, and liability issues. Johnson has a Master of Science in Economics from the University of Oregon and a Bachelor of Arts in Economics and Political Science from the University of Montana. He has been with the firm since 2007.

Kiely Thoen, CPA, was promoted to senior manager. She has tax, audit and accounting experience related to financial statements, audits, and tax return preparation. Thoen has a Master of Accountancy and a Bachelor of Science in Business Administration – Accounting from the University of Montana. She joined the firm in 2007.

Kelsey Crampton, CPA, was promoted to manager. She has accounting experience related to financial statements, audits, and tax return preparation for individuals and businesses. Crampton has a Master of Accountancy and a Bachelor of Science in Business Management from Rocky Mountain College and joined the firm in 2010.

Ashley Curry to Client Success Manager. Curry works with clients and Anderson ZurMueheln Technology Services staff to ensure maximized value in services thru project management, communications, and training. She has a bachelor degree in business from Montana State University and has been with the firm since 2012.

Caitlin Derry, CPA, has been promoted to supervisor. Her area of expertise includes tax planning and preparation for corporations, partnerships, and individuals. Prior to becoming a CPA, she founded and managed a small business for nine years. Derry has a Bachelor of Arts in Biology from Colorado College and a Master of Science in Environmental Studies from the University of Montana. She joined the firm in 2013.

Jan Higgins has been promoted to manager. She specializes in full charge bookkeeping services, financial statement preparation, and consulting with clients to improve internal accounting operations. Higgins also assists with the preparation of individual and entity tax returns and has been with the firm since 1997.

Anna Horne, CPA, has been promoted to manager. Her experience includes accounting, financial statement analysis, tax consultation and preparation, and succession planning for corporations, partnerships and individuals, specializing in agriculture-based clients. Horne has a Bachelor of Arts in Accounting from Carroll College and has been with the firm since 2010.

Grace McKoy, CPA, to manager. Her experience consists of attest engagements including audits, compilations, and reviews for insurance companies, government entities and for both for-profit and nonprofit organizations. McKoy has a Master of Accountancy and a Bachelor of Science in Accounting from the University of Montana and joined the firm in 2012.

Kelsey Mundt has been promoted to manager. Mundt works for Upstream Academy, a division of Anderson ZurMuehlen that provides consulting services for CPA firms across the country on career development, leadership skills and management training. Her position focuses on the Emerging Leaders Academy for new managers. Mundt coordinates conferences and webinars for 2,000 participants annually. She has a Bachelor of Arts in Anthropology from the University of Montana and has joined the firm in 2007.

Laura Craft (Gittens), CPA, has been promoted to supervisor. Craft’s experience includes accounting and audit examinations for government agencies, nonprofits, insurance, and employee benefit clients. She also evaluates internal accounting control systems and tax preparation for individuals. She has a Bachelor of Arts in Accounting from Carroll College. Craft joined the firm in 2010.

Carolyn Yampradit, Advanced QuickBooks ProAdvisor®, was promoted to supervisor. She facilitates classes and workshops on QuickBooks accounting software and consults with entrepreneurs and small businesses to configure and troubleshoot their accounting systems. She has a Bachelor of Science degree from Eastern Montana College and has been with the firm since 1999.

Megan Adams, CPA, has been promoted to senior. Adams’ experience includes accounting, financial statement analysis, tax consultation and preparation for corporations, partnerships and individuals, specializing in captive insurance clients. She has a Master of Accountancy and a Bachelor of Arts in Anthropology from the University of Montana and joined the firm in 2015.

Jerraca Allhands, CPA, to senior. She has experience in auditing for governmental and nonprofit agencies as well as tax preparation for corporations, partnerships and individuals. Allhands has a Bachelor of Arts in Accounting and Business Administration with Concentrations in Finance and Management from Carroll College and joined the firm in 2015.

Cayley Fish, CPA, has been promoted to senior. Fish specializes in auditing governmental and nonprofit entities. She also does tax preparation for corporations, partnerships, individuals, estates and trusts. Fish has a Bachelor of Science from Montana State University-Billings and joined the firm in 2015.

Jessica Short, CPA, has been promoted to senior. She has experience in audit examinations and internal audits for nonprofits and governmental organizations. Short has a Bachelor of Applied Science in Accounting and Management from Montana Tech of the University of Montana and joined the firm in 2013.

Mandy Smith, CPA, has been promoted to senior. Smith’s experience includes accounting, financial statement analysis, tax consultation and preparation for corporations, partnerships and individuals. She has a Master of Professional Accountancy and a Bachelor of Science in Business Administration with an Accounting option from Montana State University. Smith joined the firm in 2014.

Mari Jean Bellander, has been promoted to staff II. has experience in payroll, accounts receivables. She is a small business owner and has a background in accounting and computer information systems. Bellander has a Bachelor of Applied Science degree in in Management and Technology from Great Basin College in Elko, Nevada. Bellander joined the firm in 2015.

Veronica Carey has been promoted to staff II. She specializes in general bookkeeping tasks including reviewing monthly financial data and preparing financial statements as well as consulting on individual and corporate tax. Carey has a Bachelor of Arts in Accounting and Business Administration from Carroll College and joined the firm in 2012.

Dylan Dahl has been promoted to staff II. He has experience in auditing work including audit examinations, systems design and implementation, evaluation of internal accounting control systems, and financial statement preparation and analysis. Dahl has a Bachelor of Science degrees in Accounting, Marketing and Management from Montana Tech and joined the firm in 2016.

Alyssa Woy Kissell has been promoted to staff II. Her experience includes payroll, bookkeeping, financial preparation and individual tax returns. Kissell has a Bachelor of Science in Accounting from Montana Tech and joined the firm in 2008.

For 60 years, Anderson ZurMuehlen & Co., P.C. has been building relationships and providing valued services and solutions that create better communities. As the largest Montana-owned CPA firm, they serve clients throughout Montana, the U.S. and beyond through seven office locations across the state. They are also an independent member of BDO Alliance USA, a national alliance of CPA firms. The Helena office is located at 828 Great Northern Blvd, 4th Floor. For more information, visit azworld.com.

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Pat Sassano is the Visionary Award Winner for 2017

Pat has provided significant leadership in the Consulting Business Unit and demonstrated the characteristics for which the firm’s Visionary Award program are all about. It was Pat’s innovation, persistence and passion that compelled the firm’s board of directors to approve a significant investment in cloud servers to host data and provide virtual desktop services to the firm, which then led to the roll-out of PwrCloud to third-party enterprises.

This subscription fee business model, and user satisfaction of the firm’s fast-growing PwrCloud consulting practice are no less than visionary. Pat’s ability to communicate the potential of PwrCloud internally and to clients demonstrates the impact of connecting a desktop from any device, anywhere, anytime has provided new opportunities for the firm.​

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Power Townsend Co. Celebrates 150 Years Serving Montana

We would like to congratulate Power Townsend Co for 150 years serving our Montana communities!

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Leave-based Donation Programs Provide Opportunity to Provide Hurricane Harvey Assistance

Due to the extreme need for financial assistance for victims of Hurricane Harvey, the Internal Revenue Service has provided special provisions to allow employers and employees to team up in making charitable contributions for Hurricane Harvey relief through 2018.

Employers can set up leave-based donation programs which allow employees to elect to forgo vacation, sick, or personal leave in exchange for cash payments the employer makes to charitable organizations which are providing Hurricane Harvey relief assistance. From the employee perspective, under the provisions provided by the IRS, no income is recognized for the leave hours donated. The employees cannot claim a charitable deduction for the forgone leave.

The employer is allowed to claim a deduction as a business expense, as opposed to a charitable donation, for the payments made to qualifying charitable organizations for the relief of victims of Hurricane Harvey. Payments must be made before January 1, 2019.

No payroll taxes will be paid by either the employee or the employer for payments made through a leave based donation program.

Contact us if you have questions.

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Anderson ZurMuehlen Office Hosts Tailgate for September Griz Game

 

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Obama Administration Rule on Extended Mandatory Overtime Pay Struck Down

Yesterday, federal judge, Amos Mazzant of the U.S. District Court for the Eastern District of Texas, struck down an Obama administration rule that would have extended mandatory overtime pay to more than 4 million U.S. Workers. The ruling, siding with business groups and 21 states that had challenged it, came after the same judge last year blocked the rule from taking effect pending his final decision.

 The rule would have doubled to nearly $47,000 the maximum salary a worker could earn and still be automatically eligible for overtime pay. Judge Mazzant determined that the Department of Labor’s (DOL) new overtime rule improperly looked at salaries instead of job descriptions when determining whether a worker should be eligible for overtime pay, stating it “effectively eliminates consideration of whether an employee performs ‘bona fide executive, administrative, or professional capacity’ duties.”

 Now that the never-implemented rule has been invalidated, the DOL is back to square one with revising and updating the overtime exemption rule. Employers should prepare for an eventual increase to the exempt salary threshold, even though it isn’t clear what the final number will be. In the meantime, a request for further public input has been made by the DOL. Further questions? Contact us.

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Anderson ZurMuehlen Open House Schedule

Are you a positive energetic person looking for an opportunity to grow professionally? We’re hosting a recruiting open house for college accounting/business/computer science majors. Students will tour the office and learn more about public accounting.

Helena Office: Wednesday, September 6, 2017, 5:00-7:00 p.m. at 828 Great Northern Blvd.

Please RSVP to Megan Raskovich by email or 406.442.1040.

Bozeman Office: Tuesday, September 12, 2017, 5:00-7:00 p.m. at 1019 East Main, Ste. 201

Please RSVP to Charity Wentz by email or 406.556.6160.

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Jenny Taylor is Named One of 20 Under 40 by Helena Independent Record

 

Jenny Taylor was recently named one of 20 under 40 by the Helena IR this year.  ​This award is meant to honor those who are working tirelessly for their communities in moving Helena forward into the future. Recipients of this ​award have been nominated by the community of Helena and the Helena Valley.

Click here to read more about Jenny Taylor’s award.

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Anderson ZurMuehlen Attends the Annual MSCPA Conference

At the Montana Society of CPAs Annual Conference in Billings last week several staff were honored including Dan Vuckovich with the George D. Anderson Distinguished Service Award, Gary Carlson with the inaugural Community Service award and Krystal Stewart with the Outstanding Young CPA Award.

Gary Carlson, Shareholder, Operations, Helena, was awarded the MSCPAs inaugural Community Service Award for his role in creating the annual Spirit of Service day. This Helena event has been going 17 years and includes 30 partner organizations, and over 500 volunteers.

A large number of Anderson ZurMuehlen employees from the firm were able to attend the MSCPA conference to support the award winners, network with other attendees and earn CPE credit.​

Krystal Stewart, Shareholder, Tax, Helena was the recipient of the 2017 MSCPA Outstanding Young CPA Award. Steven Johnson, Manager, Tax, Helena was the 2016 recipient.​

​​Dan Vuckovich, Shareholder, Consulting, Great Falls, was presented the 2017 George D. Anderson Distinguished Service Award. The award is given to a member of MSCPA to recognize contributions to the accounting profession and involvement in community, charitable and civic activities.

Pictures (left) Dan is with Rick Reisig, Shareholder, Attest, Great Falls.  Dan received the 2014 George D. Anderson Distinguished Service award.​

(righ​t) Dan is with his wife, Verna, and father ​Gene Vuckovich

Pictured from left to right: Bob Thennis (CSD, GTF), Amy Forsman (Tax, GTF), Erin Stockwell (Tax, GTF), Karina Ragan (Tax, GTF), Dana Cade (Tax, Helena), Erin Furr (Tax, GTF),  Megan Connors  (Attest, GTF), Sarah Stanger (Attest, GTF), Francine Cooper (Attest, GTF)  with Dan V photobombing!  

To see the videos of Krystal, Gary and Dan accepting their rewards, click the links below:

Gary’s Award​

​​​Krystal’s Award

Dan’s Award​

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