A Partner in the firm since joining in 2008, Debbie works primarily in trust and estate administration, nonprofit management and tax preparation. She guides newly appointed trustees and executors through the estate administration process, coordinating with the client’s legal and investment advisors to produce tax-effective transfers of wealth from one generation to the next. In her role as an outsourced Controller for not-for-profit entities, she mentors staff on day-to-day operations and provides balanced, sensitive feedback to help administrators achieve the missions of their organizations.
Debbie previously practiced in the public accounting sector and served as CFO of a not-for-profit organization. She earned a Bachelor of Arts with a double-major in Accounting and Communications (journalism emphasis) from Fort Hays State University. She is a Certified Specialist in Estate Planning and is a member of the American Institute of Certified Public Accountants, Kansas Society of Certified Public Accountants and Wichita Estate Planning Council.
Debbie enjoys traveling with her family, taking in the local arts scene, participating in book clubs and remaining active in her children’s school and church activities.
Whether your business needs temporary workers to get through the holiday season or you hire short-term help on a regular basis, the process of finding the right candidates can be challenging. Try applying these strategies to make seasonal staffing easier:
Because stress related to work, family issues and other events is something that affects many of us, it’s important to reset your own stress response to protect your health and productivity. Sharon Melnick, Ph.D., a business psychologist, offers these tips:
Tax reform, one of President Trump’s key legislative agenda items, is moving closer to fruition. Based on the outline of his proposed tax reform package, which he unveiled on September 27, 2017, we’ve compiled this brief overview of the President’s major tax proposals: