Monday, October 17, 2016
Orem, UT -- Kevin Simister, trusted advisor, leader, mentor, and friend, is retiring from Hawkins Advisors after 42 tax seasons. Kevin plans to travel, spend time with family, not work on April 15, and perfect his woodworking skills (which are already pretty much perfect!).
Kevin joined Hawkins in 1975. He practiced in all areas of the firm including audit, accounting, and tax. His expertise and focus for many years has been helping clients in business entity structuring, estate planning, tax reduction strategies, compensation agreements, negotiations, expert witness, and valuations. He served as the managing partner for 10 years. His leadership was instrumental in the growth of the firm during a time period of significant change. Kevin was responsible for bringing desktop computers into the office, our first network, first website, and coined MyCPA.com. He was instrumental in creating our Retirement Department. Kevin has been a developer of people. During his time at Hawkins, we have grown from 10 to more than 75 employees. He has trained and mentored staff and clients, teaching them how to become trusted advisors, successful business people, and leaders in their business and community. He believes a leader must have genuine affection for each member of the team.
Kevin has always enjoyed serving and helping people. As Captain of an Emergency Medical Team for Pleasant Grove City, he responded to over 1,500 medical emergencies during his 12 years of volunteer service. He has served in many professional advisory board positions including the President of the Utah Association of Certified Public Accountants(UACPA), Executive Board of the Provo Orem Chamber of Commerce, Governing Council of the American Institute of Public Accountants, Chaired the Utah Valley University Business Faculty Development Committee, and the Executive Board of the Purpose Investors Network. He was recognized by the UACPA as the Outstanding CPA in Public Accounting in 2007.
During Kevin’s years of practice he has been a truly exceptional and respected advisor. He has served his clients as a trusted advisor. He protects them from unpleasant surprises through planning and implementation. Kevin will say he doesn’t work with any businesses, just the people in the business. His success has been through serving the people that are involved in the business and keeping it personal. His secret sauce is his understanding and knowing the client, beyond the finances. He can tell you the client’s family members, special medical or education needs, talents, and what they like to do for fun. He will say he doesn’t have clients, but he sure has a lot of friends he works with.
We wish our friend, mentor, colleague, and soon to be retired partner many years of health and happiness in his retirement.
Hawkins mission is to create the most client-centric accounting practice in the world and make outsourced accounting feel like an in-house function through integrity, service, knowledge, balance and showing appreciation for clients and associates.
For media inquiries, please contact:
Tammy Gnieting, Office Manager 801.224.1900 TammyG@mycpa.com
Monday, October 10, 2016
As Doctors of Audiology we are always looking for ways to improve quality of life through better hearing; which may include: hearing instruments, implantable devices, and long term care and follow up. While hearing instruments are the solution to treat most types of hearing loss, implantable devices such as cochlear implants may be an option for those patients who continue to struggle understanding conversations with traditional amplification.
A cochlear implant is one type of an implantable device that replaces the function of the inner ear in order to provide sound signals to the brain. A person has a hearing test and hearing aid trial in order to determine candidacy for the cochlear implant. Many people with cochlear implants may report that they can focus better in noisy environments and hear sounds that they could not hear with their hearing aids. The cochlear implant is designed to help you hear better in all settings. Benefits of a cochlear implant vary from person to person. These differences of benefits are often due to: duration and severity of hearing loss, other medical conditions, and practice of listening with the cochlear implant. If you feel that you are still missing sounds even with your hearing instruments, then a cochlear implant may be a solution for you.
If you are interested in learning more about the cochlear implant, please join us for our Hearing Health Seminar to learn if a cochlear implant is right for you. The seminar will be held Thursday, November 3, 2016 at 5:00-7:00 pm at the Hilton Garden Inn located at 1731 S. Convention Center Drive, St. George, UT 84790. You may register for the seminar at HearingHealthSeminar.com or by calling 1-877-432-7844. We look forward to seeing you at the seminar.
About Dr. Garcia
Dr. Brittany Garcia, Au.D, serves patients of all ages, speaks Spanish, and brings her in-depth experience working with pediatric patients and those with cochlear implants to the Advanced Hearing & Balance Specialists practice. Dr. Garcia earned her undergraduate and Doctorate of Audiology degrees from Utah State University. She completed her internship at Mercy Audiology and ENT in Springfield, Miss. While earning her doctorate degree, she participated in the Listening and Spoken Language program, which provided specialized training for children with hearing loss and language development disorders. Dr. Garcia grew up in Magna, Utah, and recently moved to St. George. She and her husband enjoy being outdoors and are excited to enjoy all that southern Utah has to offer. She looks forward to serving those in the St. George community and meeting her new patients.
Friday, September 23, 2016
Mr. Rooney appeared before the Senate Special Aging Committee in 2011 and testified he had been a victim of elder-abuse by his wife and stepchildren, stripped “of the ability to make even the most basic decisions about my life.” This process began after Mr. Rooney confided to a Disney executive about the abuse while filming The Muppets, which prompted his attorneys to file a Petition for a Conservator to protect him and recover his assets.
Undue influence is the exploitation of an individual often due to the individual’s age, health, failing mental capacity, or the overall tendency to trust others. While the elderly are especially susceptible, anyone is vulnerable to undue influence, including the ill, stressed, lonely or frightened of any age. It can come in many forms: family, neighbors, paid personal aides, church members, and many others.
Sometimes people who exercise undue influence start off as a caretaker, who genuinely seems to care for the individual. As time progresses, however, they are able to convince the person no one else cares for them, resulting in the individual becoming totally dependent on the caretaker. As in the example with Mickey Rooney, his wife and stepchildren drained his estate of millions of dollars during his lifetime. I am aware of a case in which a younger, attractive caregiver convinced her elderly patient she cared for him emotionally, and then convinced him to add her to his deed for his personal residence. She also received numerous financial gifts. Unfortunately, the money was much more important to her than caring for the individual she was hired to help. She moved on once the money was gone, leaving the elderly individual and the family to try and pick up the pieces.
So what can you do? An elderly person’s family, friends and neighbors should make efforts to insure the person is receiving good nutrition, help them stay socially involved, and be observant for signs someone is attempting to control that person for their own gain. If you suspect an elderly person is a victim of undue influence, put all details of the transaction, including names, dates and facts in writing. You can contact Adult Protective Services in your area which will begin an investigation. This may prevent the elderly person from losing any more money and help him regain his dignity.
A proactive approach in this situation is to meet with a qualified estate planning attorney to guide the individual through the estate planning process which may help avoid some of the pitfalls of undue influence that can arise from caregivers, friends, family and others.
The Mickey Rooney matter continues. His estate was awarded millions from the stepfamily but whether that will be collected remains to be seen.
|Robert Jensen and Thomas J. Bayles, attorneys at law|
JensenBayles, LLP provides a broad spectrum of legal services. Thomas J. Bayles has been actively providing advice in the areas of trusts, wills, probate and tax planning in the St. George market for over 18 years. Please visit our web site www.jensenbayles.com or call 435-674-9718 and ask for Thomas J. Bayles. The information in this article is for educational purposes only and is not intended to be construed as legal advice. Please contact an attorney for legal advice specific to your situation.
Saturday, August 13, 2016
Who Will Take Care of My Remains When I Die?
It is a well-established fact that none of us will not get out of this life alive. Many of our clients wonder, “Who will take care of my remains when I die?” Some clients want to be buried in a specific cemetery, some want to be cremated and have creative ideas about the disposition of their ashes. We have clients who want to donate their body to medical research while others do not want to make a decision and trust the family will do “what is right.”
If you have an option about disposition of your remains, i.e., cremation, specific funeral service or even a certain mortuary, it is important you provide written directions regarding the disposition of your body. This can be included in your Last Will and Testament or another written directive acknowledged before a Notary Public or executed in the same manner required by a Will.
If you specify your funeral wishes in your Will, you can change your mind without revoking or changing your Will. You must provide specific written notice to your Personal Representative and to the mortuary, if you previously specified a particular mortuary. This notice must be acknowledged as mentioned above.
Sadly, there are cases in which a decedent’s wishes were not honored by the family and costly litigation ensued. In one case, a parent buried a child knowing the child had written a request to be cremated. The child’s estranged spouse later tried to disinter the remains for cremation. The courts became involved and the grief related to the loss of a loved one was compounded by the time and cost of the litigation. Ultimately, the court determined the estranged spouse agreed to the burial which negated her ability to later argue the decedent’s wishes were to be cremated.
Another case involved Gary Coleman from the TV program “Diff’rent Strokes” who died in Provo, Utah in 2010. Mr. Coleman’s ex-wife and his parents both claimed the right to make funeral plans, and were in the process of doing so, when his manager Dion Mial was able to provide written documentation which directed Mr. Mial to oversee the Coleman estate and funeral arrangements. In that case, the parents stopped their efforts after they reviewed the estate planning documents and determined they would honor their son’s wishes.
If you do not specify your wishes in writing, Utah law provides that the surviving spouse will have the authority to determine your disposition. If there is no surviving spouse, Utah law provides a list of alternates and a method of priority. By outlining your wishes with a written directive, the family will be able to honor you without additional stress.
JensenBayles, llp provides a broad spectrum of legal services. Thomas J. Bayles has been actively providing advice in the areas of trusts, wills, probate and tax planning in the St. George market for over 15 years. Please visit our web site www.jensenbayles.com or call 435-674-9718 and ask for Thomas J. Bayles or Phillip G. Gubler. The information in this article is for educational purposes only and is not intended to be construed as legal advice. Please contact an attorney for legal advice specific to your situation.
|Phillip G. Gubler and Thomas J. Bayles, Attorneys at Law|
Friday, August 12, 2016
Listening Fatigue and Hearing Loss.
Have you ever suffered extreme mental fatigue? Perhaps you felt this way after finishing an important examination or task that required intense concentration. It’s like running a marathon in your head—and when you’re finished, you just want to collapse.
A comparable experience develops in those with hearing loss, and it’s referred to as listening fatigue. Those with hearing loss pick up only partial or incomplete sounds, which they then have to make sense out of. With respect to understanding speech, it’s like playing a constant game of crosswords. Those with hearing loss are presented with context and a few sounds and letters, but in many cases they then have to fill in the blanks to decipher what’s being said. Language comprehension, which is supposed to be natural, turns into a problem-solving workout demanding deep concentration.
For example: Wh t wou d ou l ke n t e me u?
You most likely realized that the haphazard assortment of letters above spells “What would you like on the menu?” But you also likely had to stop and contemplate it, filling in the blanks. Just imagine having to read this entire article this way and you’ll have an appreciation for the listening demands placed on those with hearing loss.
Appropriately fit hearing instruments – hearing instruments help to “fill in the blanks,” thus avoiding or reducing listening fatigue. Hearing aids help us reduce the amount of energy we spend listening and communicating by making it easier to hear sounds and speech in a variety of environments. Because the hearing aid helps to restore the sounds that are missed with hearing loss, the brain uses less energy understanding it. Modern day hearing aids now come with features that help reduce listening fatigue by isolating and amplifying the sounds you want to hear and significantly reducing or removing the noises you don’t.
Advanced Hearing & Balance Specialists have provided the area’s most trusted hearing and balance services for many years. With offices in 9 communities throughout Southern Utah and Nevada, we make it convenient for you to receive the highest levels of care. We support research and development of the newest hearing technologies and treatment for hearing loss and balance disorders. We always put our patient’s concerns first, matching each individual’s needs with the treatments and tools, which fit their lifestyle. For an appointment with a Doctor of Audiology at any one of our 9 locations, call 435-688-8866 or 800-548-0356.
Dr. Jacob Burrows
Jacob Burrows, Au.D, FAAA
Friday, July 8, 2016
|Phillip G. Gubler and Thomas J. Bayles, Attorneys at Law|
Utah just adopted the Uniform Power of Attorney Act which went into effect May 10, 2016. There are some provisions in the new law that you should know about.
A Durable Power of Attorney allows the principal to authorize another person (your agent) to make financial decisions the principal specifies in the document. It is important to name an agent or agents you can trust to act in your best interest because of the significant authority typically granted in a power of attorney.
The statutory power of attorney is automatically durable which means it becomes effective at signing and remains effective at your incapacity. You can elect to make the statutory power of attorney so it is only effective on your incapacity, but you must draft the provision into the statutory form.
The authority that can be granted in the statutory power of attorney can be very broad depending upon the principal’s selections in the document. Generally, your agent can make all decisions related to real property, personal and tangible property, stocks or bonds, commodities and options, banks and financial institutions, insurance and annuities, retirement plans, claims and litigation, and estates and trusts or other beneficial interests. Your agent has the authority to buy, sell, invest, and enter into or terminate contracts. Again, this authority becomes effective immediately even if you are able to make decisions for yourself unless you state otherwise in the Special Instructions.
There is a section in the new statutory power of attorney that presents a pitfall for the unsuspecting principal. The authority that can be granted in this section includes the authority for the agent to amend trusts, change beneficiary designations, create joint tenancies and make gifts, among other “superpowers”. In the course of our work we find that less than 3% of our clients want or need to grant one of the “superpowers”. You must be careful to only select powers you wish to grant and be very careful when it comes to the “superpowers” because they likely grant more authority than you intend.
Typically, a person signing a new power of attorney will want to revoke prior financial powers of attorney. The new statutory power of attorney does not automatically revoke prior powers of attorney so you must draft language in the document if you wish to terminate the authority of agents in prior powers of attorney.
JensenBayles, LLP provides a broad spectrum of legal services. Thomas J. Bayles has been actively providing advice in the areas of trusts, wills, probate and tax planning in the St. George market for over 15 years. Please visit our web site www.jensenbayles.com or call 435-674-9718 and ask for Thomas J. Bayles or Phillip G. Gubler. The information in this article is for educational purposes only and is not intended to be construed as legal advice. Please contact an attorney for legal advice specific to your situation.
Monday, June 20, 2016
ST. GEORGE, UTAH (June 20, 2016) — The St. George Chapter of BYU Management Society recently honored nine area graduating High School Seniors and one BYU student with cash scholarships to help them continue their education. The scholarships were based on a weighted scale that included academic record, community service, written essay, need based, and extra curricular activities. Not all the recipients are headed to Brigham Young University, nor is it a requirement, as some will enroll at Dixie State University, Utah State University, and Southern Utah University. Over the past seven years the St. George Chapter has given out over $58,000 in scholarships to graduating high school seniors and BYU Marriott School of Management students.
The BYU Management Society is a premier organization for business professionals to network, develop their careers, serve their communities and support BYU and the Marriott School. The BYU Management Society is a unique global network, strongly committed to growing moral and ethical leadership around the world. This worldwide network of business professionals has a shared vision of moral and ethical leadership and a common code of business conduct and integrity. Chapters worldwide focus on developing careers – updating and enhancing skills, networking – making connections between professional, serving the community – strengthening those around us, and supporting the Marriott School and BYU.
Those who received scholarships were Emily Stewart, Kesha Jones, and Tyler Little from Dixie High School, Annelise Burr from Pine View, and Savannah Langston, Boston Wood, Tanner Sharp, Logan Mathews, and Abaigail Clark from Desert Hills, along with Charity Doty, a former Washington County student and current MBA student attending BYU-Provo.
You can join the local St. George Chapter and discover the benefits the Management Society holds for you by going to stgeorge.byums.org/ or by contacting Drew Gubler at email@example.com. You do not have to be a graduate from Brigham Young University to join. The $50 annual membership fee goes toward building the annual scholarship fund. The BYU Management Society holds an annual scholarship banquet, as well as luncheons throughout the year to help raise additional funds. Our 2016 Scholarship fundraising banquet will be held on November 12, and feature keynote speaker Gail Miller. If you would like to donate to the St. George Chapter BYU Management Society Scholarship Fund please contact Elwin Prince at firstname.lastname@example.org or Tyler Hall at email@example.com.
From Left to Right - Elwin Prince, BYU Management Society Scholarship Chair, Annelise Burr, Abaigail Clark, Tyler Little, Kesha Jones, Savannah Langston, and Drew Gubler, BYU Management Society St. George Chapter president.