Page 4 - Pi Kappa Phi UGA Spring 2016 Newsletter

Alumni:

Dave Lerner ’86Spotlight:

Continued from Page 1 initial consultation to share ideas, culture, and What are your thoughts on the current

activities, I enjoy golf and fitness, and philosophies in greater detail. Lambda Housing Project?
recently shed 65 lbs!
Can you tell us more about your Can you give any advice to business This is a very exciting project for our
professional background and owners when it comes to working chapter and something we should all be
your current role with your firm, with their CPA? supporting. As a former Archon, I understand
AGL | Ascent? the importance of having a house that can
There are no questions that should go accommodate a growing brotherhood and
unasked when it comes to taxes. Things also serve as a welcoming environment
you spend money on to support and grow for alumni when they make it back to Athens.
your business are usually tax deductible.
The key is asking questions and having
interactive dialogue with your CPA for
the best results. The bright-line test for
most items is “was the cost ordinary and
necessary” to run the business, or was
the cost “lavish and extravagant” and not
connected to the production of income
or related business activities. The more
you engage and keep open two-way
communication with your CPA, the more
results you will find.
After attending business school at What advice could you give to
Georgia, I obtained my CPA license in 1992. undergraduate brothers as it relates
I received my CVA designation – Certified to career success?
Valuation Analyst – in 1997, to advise business
owners and investors on business valuation Buy books. Don’t try to save money
matters. AGL | Ascent focuses on taxes, and divert book funds for other activities.
auditing, accounting and consulting to business Also, I found that studying early, finishing
owners, investors in businesses, executives who by 12 am latest, was best for me – I never
run businesses, and their families. Ascent was did well by cramming late into the night.
created in 2006 as an outgrowth of my former In terms of general life advice, showing up,
partnership, which began in 1999. I welcome early and often, is a basic key to success.
all interested Pi Kapp brothers to contact me at Figure out what you want to do by figuring
out what you don’t want to do.
ΠKΦdlerner@agl-ascent.com for a complimentary
Save the Date

Lambda Chapter of Pi Kappa Phi Golf Tournament

Lambda brothers, please join us Friday, April 29th
for our Golf Tournament benefiting the Burnham
Memorial Scholarship at the UGA Golf Course
(Tee Time of 1:30pm). Following, we will have a BBQ
Pig Pickin’ Dinner at the Pi Kappa Phi House at 6:30pm,
with food provided by Saucehouse BBQ, owned by
Pi Kappa Phi alumnus, Christopher Belk ’02. Please go to
http://tinyurl.com/ugagolf to register.

Summer 2015.

We look forward to seeing everyone there!

Make sure your name is on the big board donor listing that will be shown at the Tournament by making a pledge before April 25th!

Alumni communication services provided by Elevate | www.elevateims.com | 770-903-3987 | @elevateims