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 give any advice to business This is a very exciting project for our
Can you tell us more about your owners when it comes to working chapter and something we should all be
professional background and with their CPA? supporting. As a former Archon, I understand
your current role with your firm, the importance of having a house that can
AGL | Ascent? 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
After attending business school at you spend money on to support and grow for alumni when they make it back to Athens.
Georgia, I obtained my CPA license in 1992. your business are usually tax deductible.
I received my CVA designation – Certified The key is asking questions and having What advice could you give to
Valuation Analyst – in 1997, to advise business interactive dialogue with your CPA for undergraduate brothers as it relates
owners and investors on business valuation the best results. The bright-line test for to career success?
matters. AGL | Ascent focuses on taxes, most items is “was the cost ordinary and
auditing, accounting and consulting to business necessary” to run the business, or was Buy books. Don’t try to save money
owners, investors in businesses, executives who the cost “lavish and extravagant” and not and divert book funds for other activities.
run businesses, and their families. Ascent was connected to the production of income Also, I found that studying early, finishing
created in 2006 as an outgrowth of my former or related business activities. The more by 12 am latest, was best for me – I never
partnership, which began in 1999. I welcome you engage and keep open two-way did well by cramming late into the night.
all interested Pi Kapp brothers to contact me at communication with your CPA, the more In terms of general life advice, showing up,
dlerner@agl-ascent.com for a complimentary results you will find. early and often, is a basic key to success.
Figure out what you want to do by figuring
out what you don’t want to do.

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!

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