On July 6, 2022 we put down our calculators, turned on our “Out-of-Office” responses, and headed into Philadelphia to volunteer at Philabundance for the day. There are always different jobs to be done at Philabundance, whether it’s packing cereal, working in the freezer, or writing thank-you notes to their generous donors.

It’s no secret in the accounting world that certain times of year can be a bit “taxing” with longer hours and lots of work to keep us busy. In the summer months, our schedules become a little more flexible. Between vacations, beach days, and continuing to meet our clients’ deadlines, we realize it’s also important to find time to give back to the community we live and work in.

 

Thank you, Philabundance, for having us be a part of your continuing efforts of making a difference to those in need !

 

 

 

 

 

 

 

 

 

 

 

 

 

Zook Dinon PA Director Susan Haggerty was a moderator at the Best Practices for Launching & Managing SBIC Funds: Outlook is Brightening for Building Successful SBIC Funds conference on March 21, 2019 in New York City. The conference was hosted by Capital Roundtable, America’s leading conference company for the middle-market private equity community, focusing on the “need-to-know” information needs of general and limited partners, and their colleagues and portfolio company managers.

Susan’s expertise in the area of SBIC fund administration was evident as she shared her insights regarding SBA compliance as the moderator for a panel titled “Avoiding SBIC Fund Stumbling Blocks – Valuation Rules, Regulations, & SBA Guidelines.” Her experience in this area engaged the audience as she discussed the importance of adhering to the guidelines and ways to improve the process of doing so. She highlighted resources that funds can utilize in order to ensure proper conformity with the SBA.

For more information regarding fund administration, click here.

On January 9, 2019, Jack Zook, Founder of Zook Dinon, was granted emeritus status by LaSalle University.

Emeritus status is granted to a select group of retired faculty members for a record of long and distinguished service to the university. The honor is granted only upon recommendation by the university’s faculty, chairperson, and dean.

Jack served as a full time, tenured faculty member in the LaSalle University accounting department for 40 years, during which time he taught and developed a number of tax and financial planning courses to undergraduate and graduate students.

Zook Dinon PA is proud to announce that Andrew R. Beck, a Director with the firm, was awarded La Salle University’s Michael A. DeAngelis Award on May 3, 2018. The Michael A. DeAngelis Award was established at La Salle University to celebrate the former accounting faculty member Michael “Iron Mike” DeAngelis. The professor spent 34 years teaching and mentoring accounting majors at La Salle, but is especially remembered for his tenacity in assisting students with securing employment upon graduation from the University. The distinguished award is presented annually at the University’s accounting awards dinner and celebrates outstanding achievement in the accounting profession.

The article, Why firms shouldn’t just pay CPAs based on their billable hours, explains why partners’ core work should involve their personal strengths.

Managing Partner Jack Zook, CPA/PFS, noted that “You’ve got to find out what their strength is and learn how to use that person in a way that’s better for the firm. People like to work with their strengths.”

To view a copy of the article, click here.

 

Zook Dinon PA Director Susan Haggerty was an invited guest speaker at the Best Practices for Managing & Launching an SBIC: Managing SBICs at a Time of Political Change & New Investor Interest conference on March 23, 2017 in New York City. The conference was hosted by Capital Roundtable, America’s leading conference company for the middle-market private equity community, focusing on the “need-to-know” information needs of general and limited partners, and their colleagues and portfolio company managers.  In 1958, Congress created the Small Business Investment Company (“SBIC”) program to facilitate the flow of capital to America’s small businesses.

Susan shared her insights on a panel regarding “Fund Administration – Tackle Internally, or Outsource to an Outside Specialist?” in which she detailed her expertise in fund administration and highlighted the advantages of engaging an outside specialist to assist with SBA compliance and financial reporting requirements. Susan noted that third party administrators can provide the most value through SBA reporting, SBA examination assistance, support during financial statement audits, and investor communications, among other responsibilities. Further, specialists focus on the trends of the industry and stay current with ‘hot button issues’ within SBIC compliance in order to serve clients’ needs.

For more information regarding fund administration, click here.

Congratulations to Jack Zook, CPA/PFS, MBA, Managing Director of our firm, whose article has been featured in the May/June 2016 issue of Today’s CPA. The article, The Cost of Retirement in Financial Plans, provides a methodology for analyzing expenditures in retirement over an anticipated 30 year span.

 

To view a copy of the article, click here.

Zook Dinon PA is proud to announce that Susan M. Haggerty, a Principal with the firm, was awarded La Salle University’s Michael A. DeAngelis Award on May 5, 2016. The Michael A. DeAngelis Award was established at La Salle University to celebrate the former accounting faculty member Michael “Iron Mike” DeAngelis. The professor spent 34 years teaching and mentoring accounting majors at La Salle, but is especially remembered for his tenacity in assisting students with securing employment upon graduation from the University.

The distinguished award is presented annually at the University’s accounting awards dinner and celebrates outstanding achievement in the accounting profession. Susan and her fellow honorees were the youngest to ever receive the DeAngelis Award. Susan is also a past recipient of La Salle University’s Jack Reardon Young Alumni Award.

Zook Dinon PA is proud to announce that on March 9, 2016, the New Jersey Peer Review Executive Committee accepted the firm’s most recent peer review.

Congratulations to Jack Zook, CPA/PFS, MBA, Managing Director of our firm, whose article has been featured in the Winter 2013 issue of the Pennsylvania CPA Journal. The article, Annuities Offer Retirees Money like Clockwork, takes a closer look at annuities as a reliable source of guaranteed income after retirement.

 

To view a copy of the article, click here.