The Secure Act Ushers in New Retirement System
By Bill Barks Director, Retirement Plan Services [email protected] Last month, the President signed into law the “Setting Every Community Up for Retirement Enhancement Act” (the “Secure Act”). Among other things,
Continue ReadingMajor Provisions in Congress-Approved Spending Package
By Nick Hopkins, CPA, CFP® Partner, Director of Tax Services [email protected] On December 20, the President signed into law the “Setting Every Community Up for Retirement Enhancement Act” (the “Secure Act”) and
Continue ReadingDecember 2019 Newsletter
Before we head out for the holidays, join us for this look at how to prepare for 2020, retirement planning, Sponsel community outreach efforts and more!
Continue ReadingDo You Have a 20/20 Vision for the Coming Year?
By Lisa Purichia Partner, Director of Accounting & Retirement Plan Services [email protected] Do you have a crystal-clear vision for 2020, or are you losing sight of the coming year amid
Continue ReadingRetirement Planning 101: Risk Management and Plan to Have Fun
By Tom Sponsel, CPA/ABV, CFF Managing Partner [email protected] Welcome to Part 2 of a multipart series on Retirement: Planning, Executing and Enjoying! In Part 1, we talked about spending and how to make sure
Continue ReadingEmployee Spotlight: Karen Hume
Karen Hume’s first experience with Sponsel CPA Group was as a client. Knowing it was a great team of people to work with, she happily joined the firm as a
Continue ReadingNovember 2019 Newsletter
In this month’s newsletter, read about leadership and turning your company into a classroom. Learn more about our team members as well!
Continue ReadingDoes a Good Manager = a Good Leader?
By Mike Bedel, CPA, CGMA Director of Audit and Assurance Services, Partner [email protected] Managers are usually considered leaders within a business, but the difference between managers and leaders is more significant
Continue ReadingHow Much Time Did You Spend in a Classroom This Year?
By Lila Casper, CPA Senior, Audit & Assurance Services [email protected] It’s easy to get lost in the daily grind, especially as the holidays sneak up on us. We focus so
Continue ReadingEmployee Spotlight: Lisa Purichia
Lisa Purichia is a founding partner of Sponsel CPA Group. She joined Tom Sponsel and fellow founding partners in launching a new kind of accounting firm — focused on lending
Continue ReadingCost Allocation for Budgeting or Financial Reporting
Developing a solid financial budget for 2022 is a living project for most organizations this time of year. While this budget is designed to provide a unified vision for the
Continue ReadingOctober 2019 Newsletter
In this month’s Sponsel newsletter, you can learn about business ethics, the difference between stakeholders and shareholders, and so much more!
Continue ReadingThe Same Ethics in Life Apply to Business
By Jason Thompson, CPA/ABV, ASA, CFE, CFF Partner and Director of Valuation and Litigation Services [email protected] We take ethics seriously here at Sponsel CPA Group. In fact, we regularly undergo ethics
Continue ReadingStakeholders vs. Shareholders: Is There a Difference?
By Tom Sponsel, CPA/ABV, CFF Managing Partner [email protected] Recently, the Business Roundtable, a group of chief executive officers from major U.S. corporations, issued a statement redefining the “purpose of a corporation.” This
Continue ReadingEmployee Spotlight: Brandon Cangany
Brandon Cangany joined the Sponsel family as an accounting intern in 2013, after graduating with distinction from IUPUI’s Kelley School of Business at IUPUI with a double major in finance
Continue ReadingSeptember 2019 Newsletter
In this month’s newsletter, you can learn about financial planning for now and far into the future, meet one of our partners and catch up on Sponsel office news.
Continue ReadingDear Procrastinators … Summer is Over!
By Lisa Blankman, CPA Manager, Audit & Assurance Services [email protected] Was your phone ringing off the hook after Labor Day? That was Telephone Tuesday calling! Studies show a significant spike
Continue ReadingYour Personal Financial Condition: Do You Know Yours?
By Eric Woodruff, CPA, CCIFP Partner, Audit & Assurance Services [email protected] While you’re analyzing your business goals and objectives for next year, don’t forget about your personal financial condition at
Continue ReadingRetirement Planning 101: Spending
By Tom Sponsel, CPA/ABV, CFF Managing Partner [email protected] Welcome to Part 1 of a multipart series on Retirement: Planning, Executing and Enjoying! It’s never too early to start planning for retirement. Most
Continue ReadingEmployee Spotlight: Nick Hopkins
Nick Hopkins is one of the founding members of Sponsel CPA Group, and he has been excited to be part of the firm’s growth over the last 10 years. A
Continue Reading