FIRM NEWS: What’s Happening Around Warren Averett

AFWA Names Lori Kelley as President of the National Board of Directors

Lori K. Kelley, CPA, has been named President of the 2017-2018 National Board of Directors for the Accounting & Financial Women’s Alliance (AFWA). Kelley is a Member of Warren Averett

July 6th, 2017 | Firm News

Heather Locklar Featured in BBJ

Warren Averett Estate Planner Heather Locklar was featured in the Birmingham Business Journal. In her article, "A Roadmap for Divorce and Finances," Heather walks readers through taking control of their personal

July 6th, 2017 | Estate Planning, Firm News, In the News

Warren Averett Member Appointed to Alabama State Board of Public Accountancy

Steven M. Barranco, CPA, was recently appointed by the Governor, and confirmed by the Alabama Senate, to serve a four-year term on the Alabama State Board of Public Accountancy. The

May 11th, 2017 | Firm News

IRS Focuses on Employment Tax Issues During Tax-Exempt Organization Audits

Organizations of all sizes are beginning to identify areas of potential noncompliance and, for nonprofits, a common culprit is employment tax issues. The IRS has emphasized employment tax compliance during its tax-exempt

May 9th, 2017 | Nonprofits

Public Charities and Private Foundations—What’s the Difference?

When starting a 501(c)(3) organization, the IRS will generally classify it one of two ways—either as a public charity or a private foundation. Public charities are known to perform charitable

May 9th, 2017 | Firm News, Nonprofits

A Deeper Dive Into ASU 2016-14 Implementation Issues – Part Two

The Winter Insights for Nonprofits took a more in-depth look at certain changes under Accounting Standards Update (ASU) 2016-14, Not‑for‑Profit Entities (Topic 958): Presentation of Financial Statements of Not‑for-Profit

May 9th, 2017 | Nonprofits

Warren Averett Asset Management and Kinsight Join Forces

With a shared vision of holistic financial planning, client commitment and independence, Birmingham-based Warren Averett Asset Management and Kinsight have joined forces to create the largest fee-only financial planning and

April 5th, 2017 | Firm News

Jason Asbury Featured in Table of Experts

Firm Member and President of Warren Averett Technology Group Jason Asbury was featured in the Birmingham Business Journal's recent Table of Experts, Insights into Cyber Security. Asbury shared his knowledge and

March 30th, 2017 | Fraud and Cyber Security, In the News, Technology

Envision Your Advisory Board Before You Form It

Many companies reach a point in their development where they could benefit from an advisory board. It’s all too easy in today’s complex

March 21st, 2017 | Business Strategy

Warren Averett Proudly Supports the Local Community

Like the Pensacola Blue Wahoos and Maritime Park Staff, our team is passionate in what we do and we

February 27th, 2017 |