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July 2014

United Way Campaign Kick-Off Event 2014

July 17, 2014 @ 11:30 am - 1:30 pm

Kruggel Lawton team members are once again supporting the United Way of St. Joseph County through a Workforce Campaign. We will be celebrating the start of United Way's 2014-2015 campaign with an afternoon of fun at Four Winds Field. If you're there, be sure to cheer for our managing partner, Barry "Hammerin' Hall," as he tries to get the farthest hit in the Community Leader "Swing for Charity" competition. Our very own Laura "Fireballer" Borton, accounting assistant, will be adding to Barry's "home run" score…

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Dress Down Day for Charity

July 24, 2014

The Kruggel Lawton team will be dressing down to raise money for the Men in Kilts contest held by Ronald McDonald House Charities. Employees will pay $5 to wear jeans or shorts and an additional $10 to wear tennis shoes. A matching contribution for all donations will be made by Kruggel Lawton at the end of the day. So, if you’re stopping by our offices on July 24, don’t be surprised if we look a little more casual than usual.…

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August 2014

LOGAN’s Run

August 2, 2014 @ 8:30 am - 11:00 am
Campus of the University of Notre Dame

Kruggel Lawton is a proud sponsor of the 11th annual LOGAN's Run. Not only are we sponsoring, but a few of our team members will be out there on race day running the course! Cheer them on or join us by signing up to run/walk too! More information and registration is available at www.runwithlogan.com.

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Elkhart Chamber INDOT Luncheon

August 5, 2014 @ 12:00 pm - 1:30 pm
Elcona Country Club, 56784 CR 21
Bristol, IN United States
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Kruggel Lawton is a proud sponsor of the Elkhart Chamber's annual INDOT Luncheon. This year's special guests include INDOT Commissioner Karl Browning and key INDOT staff members. Registration for this event is $20 for Elkhart Chamber members and $30 for nonmembers. Register on the Chamber's website by August 1.

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September 2014

Business Expo After Hours

September 17, 2014 @ 4:00 pm - 7:30 pm
Century Center, 120 South St. Joseph Street
South Bend, IN 46601 United States
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Thanks to everyone who stopped by our booth at the 2014 Centier Bank Chamber Business Expo After Hours at the Century Center on September 17!  It truly was the business networking event of the year! Be sure to visit us at the Elkhart Chamber Expo on October 2 too! And, in case you missed it... The Bow Tie: It’s a great alternative to the typical office-appropriate and sometimes boring tie, and adds a little fun and flair to professional attire. Kruggel Lawton CPAs: It’s a great alternative…

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October 2014

Elkhart Chamber Business Expo

October 2, 2014 @ 3:00 pm - 7:00 pm
Northern Indiana Event Center, 21565 Executive Pkwy
Elkhart, 46514
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Thanks to everyone who stopped by our booth at the 2014 Elkhart Chamber Biz-Ness Expo at the RV/MH Hall of Fame on October 2!  It was a fantastic evening of meeting new people and connecting with old friends! And, in case you missed it... The Bow Tie: It’s a great alternative to the typical office-appropriate and sometimes boring tie, and adds a little fun and flair to professional attire. Kruggel Lawton CPAs: It’s a great alternative to the typical serious and sometimes boring accountant, and adds…

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CPA Day of Service

October 3, 2014 @ 8:00 am - 1:00 pm
Swanson Primary Center South Bend, IN United States

Each year the Indiana CPA Society encourages member firms to participate in a CPA Day of Service. On Friday, October 3,  Kruggel Lawton will team up with Lake City Bank to host "JA In a Day" for K-4th graders at Swanson Primary Center in South Bend. Junior Achievement’s mission of “educating and inspiring young people to value free enterprise, business and economics in order to improve the quality of their lives” meshes well with our own mission and service model. We are excited to be…

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Succession Planning Seminar – Legacy for the Future

October 9, 2014 @ 8:00 am - 10:00 am
St. Joseph County Chamber Briefing Center, 401 E. Colfax Ave., Suite 310
South Bend, IN 46617 United States

Kruggel Lawton is Proudly Sponsoring This Three-Part Series Presented by the St. Joseph County Chamber of Commerce *All events to be held in the Chamber Briefing Center, 401 E. Colfax Ave., Suite 310, South Bend Session 1: Create a Legacy for the Future Thursday, October 9 8:00 - 10:00 a.m. This session will provide an overview of succession planning and why it is so important for the continuation of a business. Topics to be covered include strategies for long-term survival, timing the…

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November 2014

Succession Planning Seminar – Business Valuation

November 6, 2014 @ 8:00 am - 10:00 am
St. Joseph County Chamber Briefing Center, 401 E. Colfax Ave., Suite 310
South Bend, IN 46617 United States

Kruggel Lawton is Proudly Sponsoring This Seminar Series Presented by the St. Joseph County Chamber of Commerce *All events to be held in the Chamber Briefing Center, 401 E. Colfax Ave., Suite 310, South Bend from 8:00-10:00 a.m. Thursday, November 6 Business Valuation Essentials Your business may be your largest asset. As such, its value is a crucial piece of your estate and/or succession planning. Understanding your business’ worth allows for informed decisions and, ultimately, financial success. The key points of determining a…

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CFO Summit 2014

November 12, 2014 @ 8:00 am - 4:30 pm
Essenhaus Inn & Conference Center, 240 U.S. 20
Middlebury, IN 45640 United States
$100

You're invited to attend Kruggel Lawton's 7th annual CFO Summit. CFOs and controllers are uniquely positioned to significantly impact the performance and success of their companies - well beyond traditional accounting functions. We know you wear a lot of hats. That's why this full-day program features a range of timely topics geared towards busy financial managers. Sessions will include: Tricks of the Trade: Influencing Ethical Behavior from the CFO’s Seat - Adam Kronk, Program Director of the Notre Dame Deloitte Center…

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December 2014

Succession Planning Seminar – Structuring and Funding

December 3, 2014 @ 8:00 am - 10:00 am
St. Joseph County Chamber Briefing Center, 401 E. Colfax Ave., Suite 310
South Bend, IN 46617 United States

Kruggel Lawton is Proudly Sponsoring This Seminar Presented by the St. Joseph County Chamber of Commerce   Structuring and Funding Your Succession Agreement Wednesday, December 3 8:00-10:00 a.m. Chamber Briefing Center 401 E. Colfax Ave., Suite 310 South Bend, IN 46617 This session will focus on the funding process: how ownership and succession strategies are affected by tax considerations, developing buy-sell contracts to address business operations, authority, succession; specific provisions of the agreement, common mistakes in drafting the agreement, and…

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Free Webinar – The 5 Dysfunctions of a Team

December 10, 2014 @ 11:45 am - 2:00 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. The first session will feature Pat Lencioni discussing The 5 Dysfunctions of a Team. Use Smart Leadership to Bring Back Teamwork. Author of eight books that have sold over 2.5 million copies,…

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February 2015

Free Webinar – Outliers by Malcolm Gladwell

February 11, 2015 @ 11:45 am - 1:30 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This session will feature Malcolm Gladwell who was named one of the "Top 10 New Thought Leaders of the Decade" by Newsweek. His topic is "Outliers - Why People are Successful." Learn…

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March 2015

Curtis Products Excess Inventory Auction

March 5, 2015 @ 10:00 am - 12:00 pm
Curtis Products, Inc., 401 N. Bendix
South Bend, IN 46628 United States
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Our client, Curtis Products, has moved locations and needs to get rid of excess industrial and commercial machinery, electrical power distribution boxes and switches, heavy transformers, office furnishings and accessories. For a full list of items and photos, visit www.auctionZip.com and enter ID # 14374 in the upper right hand corner of the page. A public auction to sell these items will be held on Thursday, March 5 at 401 N. Bendix in South Bend at 10:00 a.m. Happy bidding!

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Jeans Day for Charity

March 13, 2015
Kruggel Lawton Offices South Bend & Elkhart,

The Kruggel Lawton team will be dressing down to raise money for two different charities. The South Bend office will be raising money for Heartland Small Animal Rescue and Elkhart will raise money for Church Community Services. Employees will pay $5 to wear jeans and an additional $10 to wear tennis shoes. A matching contribution for all donations will be made by Kruggel Lawton at the end of the day. So, if you’re stopping by our offices on March 13,…

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Goshen Chamber Founder’s Day

March 19, 2015 @ 10:00 am - 2:00 pm
Elkhart County Fairgrounds ECCC Building, 17746 County Road 34
Goshen, IN United States
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We always look forward to the Goshen Chamber Founder's Day. It's a chance to reconnect with our friends in Goshen and get an update from Mayor Allan Kauffman during his State of the City address. We are proud to join Goshen Hospital, 1st Source Bank, Courtyard Healthcare Center, EBY Ford Lincoln, Growing Kids Learning Center, KeyBank, Yoder Ainlay Ulmer & Buckingham, and DJ Construction as event sponsors. The schedule of events is as follows: 10-11:45 a.m. Business Expo Open 11:45 a.m. – 1:00…

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Sugar Camp Days 2015

March 21, 2015 - March 22, 2015
Bendix Woods County Park, 32132 SR 2
New Carlisle, IN 46552 United States
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$7

We love our county parks! We also love that winter is coming to an end. Celebrate the first days of spring at Sugar Camp Days March 21-22 from 8:30 a.m. - 3:00 p.m. at Bendix Woods County Park in New Carlisle. Watch sap cook into syrup, enjoy a pancake and sausage breakfast (a New Carlisle Lion’s Club fundraiser), tour the Sugar Bush, purchase home-made baked goods made with pure maple syrup, enjoy family music and much more! A full list of…

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LOGAN Nose-On Luncheon

March 24, 2015 @ 12:00 pm - 1:30 pm
Century Center, 120 South St. Joseph Street
South Bend, IN 46601 United States
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Kruggel Lawton is proud to support the Great LOGAN Nose-On again this year. Members from our team will be in attendance and we hope to see you there too! The event is hosted by WNDU-TV News Anchor Maureen McFadden, and will feature actress Lauren Potter. Lauren is best known for her role as Becky Jackson on the hit FOX television series, Glee. She has become an outstanding role model for those with Down Syndrome.

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April 2015

WEBINAR: Social Media – The Changing Landscape of Fundraising

April 16, 2015 @ 1:00 pm - 2:45 pm

The Not-For-Profit (NFP) sector faces unique challenges as technology is used in fundraising activities and as organizations try address the generational shift from baby boomers to Gen X and Millenniums. As NFPs adopt social media and other forms of technology consideration needs to be given to accounting and tax issues effect NFPs as the environment and landscape changes. This webinar is presented as a panel discussion that will examine the ever changing environment with fundraising, accounting and tax experts within…

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Free Webinar – The Great Game of Business

April 22, 2015 @ 11:45 am - 1:30 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This session will feature Jack Stack, founder, president and CEO of SRC Holdings Corporation, a 100% Employee-Owned Company employing over 1200 people, with sales of over $450,000,000. His topic is "The Great Game…

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Goodwill Little Black Dress Luncheon

April 23, 2015 @ 10:30 am - 3:00 pm
Hilton Garden Inn, 53995 Indiana State Route 933
South Bend, IN 46637 United States
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Kruggel Lawton is proud to support Goodwill Industries of Michiana, Inc. as they present The Little Black Dress Fashion Show Luncheon on Thursday, April 23, 2015 at the Hilton Garden Inn, South Bend. The on-site Goodwill Boutique Store will open at 10:30 a.m. and will feature a wide variety of designer and name brand clothing, handbags, accessories, as well as Goodwill's best-selling black dresses delivered to the show from all 22 Goodwill Michiana Retail Stores. During the luncheon, guests will enjoy watching the “live” runway fashion…

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WEBINAR: Human Capital Strategy and Sustainability

April 23, 2015 @ 12:00 pm - 1:00 pm

Ensuring the sustainability of your organization is an important factor to consider as your organization continues to grow and expand. This session will focus on human capital strategy and its direct impact on the sustainability of your organization. Learning Objectives: Learn about current strategies in supporting human capital needs in your organization Learn to assess potential leaders and help them build their development plans Analyze current human capital development strategies CPE Credit This program has been approved for 1.50 (Business) recertification credit hours toward PHR,…

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May 2015

Give Local St. Joseph County

May 5, 2015

Give Local St. Joseph County is a 24-hour giving day event on Tuesday, May 5, 2015, organized by the Community Foundation of St. Joseph County. It’s our day to make a big impact! Every dollar donated on May 5 will be increased by a share of an estimated $3 million in matching funds provided by generous Give Local St. Joseph County sponsors, with the goal of raising a total of $5 million. Because the Community Foundation of St. Joseph County's…

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WEBINAR: Measuring and Monitoring Nonprofit Program Impact

May 7, 2015 @ 1:00 pm - 2:45 pm

Join us for a discussion on what nonprofit organizations need to know in order to measure and monitor program impact and outcomes. Learning Objectives: Define Outcome Level, Outcome Change, and Net Effect and how you can ensure that all parties are using the same definition Discuss how a NFP can measure and monitor outcomes to ensure compliance grant agreements Identify policies and procedures and best practices that a NFP might want to consider adopting for measuring and monitoring program impact…

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Seminar: Determining the Value of Your Business

May 19, 2015 @ 12:30 pm - 2:30 pm
Schafer Gear, 4701 Nimtz Pkwy
South Bend, IN 46628 United States
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Your business may be your largest asset. As such, its value is a crucial piece of your estate and/or succession planning. Understanding your business’ worth allows for informed decisions and, ultimately, financial success. During his presentation to the Michiana Chapter of National Tooling & Machining Association, Kruggel Lawton partner and certified valuation analyst Doug Osthimer will discuss the key points of determining value for the sale of a business. Topics covered will include: What is a business valuation and why should you…

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June 2015

Sunburst

June 6, 2015 @ 7:00 am - 10:00 am
Downtown South Bend to Notre Dame

Once again Kruggel Lawton will have a corporate team for Sunburst. We'll race you to the finish line!

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Free Webinar – Delivering Happiness

June 10, 2015 @ 11:45 am - 1:30 pm
Webinar
Free

  Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This session will feature Tony Hsieh, author of #1 NYT Bestseller, “Delivering Happiness” and Zappos CEO. His topic is "Delivering Happiness - A Path to Profits, Passion, and Purpose Free Resource." Your pain point: A…

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Michiana Bike to Work Week

June 14, 2015 @ 12:05 am - June 20, 2015 @ 11:55 pm

The Kruggel Lawton CyKLers will be peddling their way to work as part of the Corporate Challenge for Michiana Bike to Work Week June 14-20. The Corporate Challenge will calculate miles ridden to and from work, or while at work (e.g., running errands, going to lunch, or places that we would have driven had we taken a car to work, or even miles traveled using mass transit). Don't have a team but want to help up rack up miles with the CyKLers? Log on…

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Seminar: Entrepreneur Essentials

June 16, 2015 @ 8:00 am - 9:30 am
Kruggel Lawton Elkhart, 317 W. Franklin Street
Elkhart, IN 46516 United States
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Free

With nearly 495,000 small businesses across the state of Indiana employing almost 1.2 million Hoosiers, entrepreneurship in Indiana is growing. Kruggel Lawton CPAs wants to be a part of this great movement by igniting the spark for those who are passionate about owning their own business. We’ve created a series of seminars geared towards small business owners, small business supporters, and aspiring entrepreneurs as part of the first annual Indiana Entrepreneurship Week (#inewk) taking place June 14-20. Learn more about…

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Seminar: Introduction to QuickBooks

June 17, 2015 @ 8:00 am - 9:30 am
Kruggel Lawton Elkhart, 317 W. Franklin Street
Elkhart, IN 46516 United States
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Free

With nearly 495,000 small businesses across the state of Indiana employing almost 1.2 million Hoosiers, entrepreneurship in Indiana is growing. Kruggel Lawton CPAs wants to be a part of this great movement by igniting the spark for those who are passionate about owning their own business. We’ve created a series of seminars geared towards small business owners, small business supporters, and aspiring entrepreneurs as part of the first annual Indiana Entrepreneurship Week (#inewk) taking place June 14-20. Learn more about…

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Young Entrepreneurs: Igniting Connections

June 17, 2015 @ 4:00 pm - 7:00 pm
The Branch, 105 E. Jefferson Blvd., Suite 500
South Bend, IN 46601
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Free

During Indiana Entrepreneurship Week June 14-20, young entrepreneurs and community leaders will have the opportunity to connect across the state. A multi-location, interactive multi-media event will be held to showcase co-working sites, and to allow aspiring entrepreneurs to pitch their ideas to several locations simultaneously. Community leaders will also be able to showcase unique features of their market, and describe incentives they can offer to small businesses looking for a place to plant roots and grow their venture. These events…

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Seminar: Tax Tips for Start-Ups

June 18, 2015 @ 8:00 am - 9:30 am
Kruggel Lawton Elkhart, 317 W. Franklin Street
Elkhart, IN 46516 United States
+ Google Map
Free

With nearly 495,000 small businesses across the state of Indiana employing almost 1.2 million Hoosiers, entrepreneurship in Indiana is growing. Kruggel Lawton CPAs wants to be a part of this great movement by igniting the spark for those who are passionate about owning their own business. We’ve created a series of seminars geared towards small business owners, small business supporters, and aspiring entrepreneurs as part of the first annual Indiana Entrepreneurship Week (#inewk) taking place June 14-20. Learn more about…

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Foreign Bank Account Tax Deadlines

June 30, 2015

Deadline to file Foreign Bank Account Report for the year 2014. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts. Foreign Bank Account Reports have a new form number (FinCEN Form 114) and must be filed electronically.

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July 2015

Bloom & Zoom Bike Tour

July 25, 2015 @ 7:00 am - 3:00 pm

Kruggel Lawton is proud to support the Bloom & Zoom Bike Tour as a Silver Sponsor. This is a self-guided tour of the Quilt Gardens of North Central Indiana, the same ones that thousands of tourists travel from miles away to see. Enjoy it at your own pace from the perspective of a bicycle. The event offers your choice of  10, 20, 40, 62, or 100 mile routes. Whether you ride for the scenery or ride for the sport, the…

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United Way Campaign Kick-Off Event 2015

July 30, 2015 @ 11:30 am - 1:30 pm
Four Winds Field, 501 W South St.
South Bend, IN

Kruggel Lawton team members are once again supporting the United Way of St. Joseph County through a Workforce Campaign. We will be celebrating the start of United Way's 2015-2016 campaign with an afternoon of fun at Four Winds Field. *The United Way of St. Joseph County hosts this event for local employers participating in the annual United Way campaign. This event is not open to the public. If you would like more information on hosting a workplace campaign, click here.

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August 2015

LOGAN’s Run

August 1, 2015 @ 8:30 am - 11:00 am
Campus of the University of Notre Dame

Kruggel Lawton is a proud sponsor of the 12th annual LOGAN's Run. Not only are we sponsoring, but a few of our team members will be out there on race day running the course! Cheer them on or join us by signing up to run/walk too! More information and registration is available at www.runwithlogan.com.

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Annual Blood Drive Challenge

August 10, 2015 - October 31, 2015

In what has become an annual tradition, Kruggel Lawton and Old National Bank will face-off for the group's 8th Blood Drive Challenge! During the twelve-week challenge, associates and their family members will be encouraged to make a donation at any area blood bank. As friends of Kruggel Lawton, we welcome you to participate! When you donate blood between August 10 and October 31, email Erin to tell her the date and location of your donation and we'll include you in our…

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Goshen Chamber Golf and Tennis Outing – 2015

August 12, 2015 @ 8:00 am - 6:00 pm
Maplecrest Country Club, 611 Hackett Road
Goshen, IN 46528 United States
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Kruggel Lawton is proud to be a hole sponsor for this year's Goshen Chamber Golf and Tennis Outing. We'll have a tent out on hole #4 as part of our sponsorship and some of our team members will be golfing as well. Come join us at Maplecrest Country Club for a fun day of golf, tennis, food, prizes, and networking! For more details and to register visit business.goshen.org/Events/details/golf-and-tennis-outing-12755 or call the Chamber at 574.533.2102.

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Free Webinar – Organizational Health

August 12, 2015 @ 11:45 am - 1:30 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This session will feature Patrick Lencioni, author of books and articles related to leadership and organizational life. His topic is "Organizational Health - A Powerful Advantage." Outdistance rivals by building a healthier organization…

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September 2015

Seminar: Economic Outlook & Business Succession Planning

September 9, 2015 @ 7:30 am - 9:30 am
Knollwood Country Club, 16633 Baywood Ln
Granger, 46530 United States
+ Google Map
Free

Kruggel Lawton Partner Doug Osthimer will be a featured speaker at an Economic Outlook and Business Succession Planning seminar presented by Old National Wealth Management. Doug will discuss the succession planning process, exit options, strategies to enhance value, and understanding valuations in the context of succession planning. Also speaking will be Matthew W. Finn, CFA, chief investment officer for Old National Wealth Management. This event is complimentary and breakfast will be provided. To register, call Cheryl Doolin at 574.239.9007 or…

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WEBINAR: Annual Nonprofit Tax Update

September 10, 2015 @ 1:00 pm - 2:45 pm

This webinar will cover the latest IRS tax changes for nonprofit organizations. Nonprofit financial executives will understand what they need to prepare the current Form 990. This course will cover the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries. Learning Objectives: Discuss the latest tax issues and trends related to nonprofit organizations. Identify recent changes to the IRS code and regulation related to nonprofit organizations. Discuss the current IRS workplan and focus of the…

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Tailgate: ND vs. Georgia Tech

September 19, 2015 @ 10:00 am - 3:30 pm
Notre Dame Joyce Lot

It was a great day of tailgating on the Notre Dame Campus! Thanks to everyone who stopped out to say hi. Here are a few pictures from that afternoon.

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October 2015

Succession Planning Seminar Series Part 1

October 8, 2015 @ 8:00 am - 11:30 am
Greater Elkhart Chamber of Commerce, 418 S. Main St.
Elkhart, 46517

Kruggel Lawton is Proudly Sponsoring This Seminar Series Presented by the Greater Elkhart Chamber of Commerce *All events to be held in the Chamber Offices, 418 S. Main St., Elkhart from 8:00-11:30 a.m. Which side of the baton are you on? Do you have retirement and sandy beaches in your near future? Maybe you're just getting started and want to buy an existing company or take over the family business. Whatever your situation, there's a lot to consider. In this two part seminar…

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Free Webinar – Fearless Leaders: Sharpen Your Focus

October 14, 2015 @ 11:45 am - 1:30 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This session will feature Cathy Greenberg, Ph.D, a #1 national best-selling author who has applied the “new science of happiness” to workplace issues for more than a decade. Her topic is "Fearless Leaders: Sharpen…

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Workshops on Business Valuation and Franchising

October 17, 2015 @ 8:30 am - 1:00 pm
Western Michigan University Southwest Campus, 2785 E. Napier Ave
Benton Harbor, MI 49022 United States
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SCORE Kalamazoo/Southwest Michigan and The Women's Business Center at Cornerstone Alliance are hosting a two-part workshop on the topics of business valuation and franchising. 8:30-10:30 a.m. - Buy or Sell a Business at the Right Price Kruggel Lawton partner and certified valuation analyst Doug Osthimer will discuss the key points of determining value for the sale or purchase of a business. Topics covered will include: What is a business valuation and why should you know the value of your business Valuation in…

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November 2015

Succession Planning Seminar Series Part 2

November 6, 2015 @ 8:00 am - 11:30 am
Greater Elkhart Chamber of Commerce, 418 S. Main St.
Elkhart, 46517

Kruggel Lawton is Proudly Sponsoring This Seminar Series Presented by the Greater Elkhart Chamber of Commerce *All events to be held in the Chamber Offices, 418 S. Main St., Elkhart from 8:00-11:30 a.m. Which side of the baton are you on? Do you have retirement and sandy beaches in your near future? Maybe you're just getting started and want to buy an existing company or take over the family business. Whatever your situation, there's a lot to consider. In this two part seminar…

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CFO Summit 2015

November 11, 2015 @ 8:00 am - 5:00 pm
Essenhaus Inn & Conference Center, 240 U.S. 20
Middlebury, IN 45640 United States
$100

REGISTRATION FOR THIS EVENT IS NOW CLOSED.  You're invited to attend Kruggel Lawton's 8th annual CFO Summit! CFOs and controllers are uniquely positioned to significantly impact the performance and success of their companies - well beyond traditional accounting functions. We know you wear a lot of hats. That's why this full-day program features a range of timely topics geared towards busy financial managers. Sessions will include: Adam Kronk, program director for the Notre Dame Deloitte Center for Ethical Leadership is…

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January 2016

Free Webinar – Mastering the Rockefeller Habits

January 13, 2016 @ 11:45 am - 1:15 pm
Webinar
Free

For a second year, Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. The first session will feature Verne Harnish discussing what you must do to increase the value of your growing organization. In this seminar, you will get a preview…

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February 2016

State and Local Tax Considerations for Nonprofits

February 18, 2016 @ 1:00 pm - 2:00 pm

This session provides an overview of key state and local tax considerations for nonprofit organizations. Topics covered include establishing state nexus, state reporting of unrelated business income, and explaining how sales and use taxes apply to nonprofit organizations. CPE Credit This program has been approved for 1 CPE credit in the field of tax. Registration This web-based seminar is presented by BDO.  As an independent member of the BDO Alliance USA, Kruggel Lawton is able to offer this program free of charge…

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March 2016

ERISA Compliance Webinar

March 10, 2016 @ 2:30 pm - 3:15 pm
Free

ERISA Compliance and Voluntary Benefits What You Need to Know to Avoid Penalties! The Employee Benefits Security Administration, a division of the Department of Labor (DOL), has requested 885 full-time employees for enforcement and auditing purposes in 2016. It is not a matter of if your benefits plan will be audited, but when your plan will be audited. Attend this webinar and learn how to protect yourself from a DOL audit. Presenting will be Steve Beasy, CPA, a senior manager at Kruggel…

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May 2016

Free Webinar – Multipliers: How the Best Leaders Make Everyone Smarter

May 11, 2016 @ 11:45 am - 1:15 pm
Webinar
Free

For a second year, Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This third session of 2016 will feature Liz Wiseman who will address the topic of using strategic questions to guide employees' decision making. Diminishers drain the intelligence, energy, and capability…

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June 2016

Workshop: Valuing a Business – How to Buy or Sell at the Right Price

June 4, 2016 @ 9:30 am - 11:30 am
Bronson Athletic Club, 6789 Elm Valley Drive
Kalamazoo, 49009
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$25

THIS EVENT HAS BEEN CANCELED. An alternative date is being set. SCORE Kalamazoo/Southwest Michigan is hosting a two hour workshop on the topic of business valuation. Kruggel Lawton partner and certified valuation analyst Doug Osthimer will present ways to determine a business' value, including: What is a clear business valuation? How knowing the value of a business helps you negotiate Valuation from the view of the buyer and the seller Business valuation data requests Value determination to a number you can count on…

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CAPS 40th Anniversary Auction

June 10, 2016 @ 6:30 pm - 10:30 pm
Northern Indiana Event Center, 21565 Executive Pkwy
Elkhart, 46514

Child And Parent Services is celebrating their 40th anniversary with an evening of fine food, spirits, and philanthropy. 2016 marks 40 years since the hiring of Daryl Abbott as Elkhart County's first child abuse prevention coordinator. Abbott, priorly a caseworker at the county's welfare department, served as the president and CEO of the organization that eventually became CAPS for many years, overseeing the growth of many programs designed to keep children safe from abuse and neglect. Kruggel Lawton is proud…

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July 2016

Free Webinar – How to Create Leadership at Every Level

July 13, 2016 @ 11:45 am - 1:15 pm
Webinar
Free

For a second year, Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This fourth session of 2016 will feature David Marquet. Your pain point Getting people to think. Our answer Give control. Don't take control. Former nuclear submarine commander David…

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September 2016

Free Webinar – What Would Google Do?

September 14, 2016 @ 11:45 am - 1:15 pm
Webinar
Free

For a second year, Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This fifth session of 2016 will feature Jeff Jarvis, author of Public Parts: How Sharing in the Digital Age Improves the Way We Work and Live (Simon Schuster, 2011) and…

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Business Expo After Hours

September 15, 2016 @ 4:00 pm - 7:30 pm
Century Center – Downtown South Bend, 120 Doctor M.L.K. Jr. Blvd.
South Bend, IN 46601
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Free

Join Kruggel Lawton for one of the region's largest and most respected business-to-business and business-to-consumer trade shows...the 14th annual Business Expo After Hours presented by the St. Joseph County Chamber of Commerce. It's the business networking event of the year that acts like part trade show and part cocktail reception. Booths, food, live music and giveaways will all be featured! More than 1,500 attendees expected. We'll be at booth #502 so stop by and say hello!

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Preparing for the New FLSA Overtime Law

September 28, 2016 @ 8:00 am - 9:00 am
Greater Elkhart Chamber of Commerce, 418 S. Main St.
Elkhart, 46517
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$15.00

  On December 1, 2016, a new Fair Labor Standards Act (FLSA) rule will go into effect that could significantly impact employers’ responsibilities to provide overtime pay. The Final Rule updates regulations that define the right for executive, administrative, and professional employees to receive overtime pay. In many cases, the minimum salary required for these workers to qualify for exemptions has been more than doubled. As a result, it’s estimated that over four million workers will lose their exempt status,…

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October 2016

Elkhart Chamber Biz-Ness Expo

October 4, 2016 @ 4:00 pm - 7:00 pm
Lerner Theatre, 410 S. Main Street
Elkhart, 46516
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Free

The Elkhart Chamber Biz-Ness EXPO brings in hundreds of vendors and over 1100 guests for a fantastic evening of networking! Admission is free so stop by our booth (#B15) and say hello! This year's theme is "Celebrating Indiana's History...And Yours!" so we'll be using this opportunity to commemorate our firm's 60th Anniversary (founded in 1956)!

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November 2016

CFO Summit 2016

November 9, 2016 @ 8:00 am - 5:00 pm
Essenhaus Inn & Conference Center, 240 U.S. 20
Middlebury, IN 45640 United States
$100

SORRY, REGISTRATION FOR THIS EVENT IS NOW CLOSED. Wednesday, November 9 CFOs and controllers are uniquely positioned to significantly impact the performance and success of their companies - well beyond traditional accounting functions. We know you wear a lot of hats. That's why this full-day program features a range of timely topics geared towards busy financial managers. Sessions will include: Back by popular demand...Adam Kronk, head of school for La Lumiere School, will present an ethics session Stacy Feiner, an executive…

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Free Webinar – Freak Factor

November 16, 2016 @ 11:45 am - 1:15 pm
Webinar
Free

For a second year, Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This final session of 2016 will feature David Rendall, a speaker, leadership professor, stand-up comedian, and endurance athlete. During the last ten years he has spoken to audiences throughout the…

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December 2016

Corporation Tax Deadlines

December 15, 2016

Corporations - Calendar-year corporations must deposit the fourth installment of estimated income tax for 2016.

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January 2017

Free Webinar – Who: The A Method for Hiring

January 18, 2017 @ 2:00 pm - 3:15 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access live-streaming webinars of some of Gazelles Growth Institute's most influential courses. This first session of 2017 will feature Geoff Smart who will address the topic of how to hire great people. Geoff Smart is a leadership advisor. He is a bestselling…

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February 2017

Webinar – Humor Wins: Using Humor to Maximize Your Impact

February 15, 2017 @ 2:00 pm - 3:15 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access webinars of some of Gazelles Growth Institute's most influential pre-recorded courses. The February session will feature Marshall Chiles, author of Your Presentation is a Joke. Chiles will delve into why humor is important, how it’s achievable, and give concrete methodology he’s…

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Nonprofit & Education Webinar: Board Governance – A Board Member’s Perspective

February 28, 2017 @ 1:00 pm - 2:00 pm
BDO Webinar
Free

Developing strong and effective board leadership goes far beyond the lists of recommended practices and narrow definitions of governance that are discussed in blogs, articles, webinars, and even the questions on the IRS Form 990. An initiative this important requires strong and strategic leadership that invites and challenges board members and nonprofit staff to work together to position their organizations for success and greater mission impact. This webinar panel discussion focuses on how an organization can reach a new level…

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Webinar: Establishing an Effective Vendor Audit Program

February 28, 2017 @ 3:00 pm - 4:00 pm
BDO Webinar
Free

This is the first webinar in BDO's Internal Audit Webinar Series for 2017. Join us at 3pm ET on February 28, 2017, as we share tips around establishing an effective vendor audit program. Learning Objectives: Describe the vendor audit process Discuss the aspects of an effective vendor compliance plan Identify key factors in selecting vendors to be audited CPE Credit Auditing - 1.00 hours Registration This web-based seminar is presented by BDO.  As an independent member of the BDO Alliance USA,…

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March 2017

ACA Filing Deadline

March 2, 2017

Forms 1095-B and 1095-C are due to individuals by March 2, 2017. If you are a health insurance issuer, self-insured employer, government agency, or other entity that provides minimum essential coverage to an individual during a calendar year, you must report certain information about the coverage that you provide to the IRS. If your organization is an applicable large employer, you must report to the IRS information about the health care coverage, if any, that you offered to full-time employees. *Note:…

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Webinar – Evolved Enterprise

March 15, 2017 @ 2:00 pm - 3:15 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access webinars of some of Gazelles Growth Institute's most influential pre-recorded courses. The March session will feature Yanik Silver, author of several best-selling marketing books and tools including Maverick Startup, Instant Sales Letters® , 34 Rules for Maverick Entrepreneurs, and Evolved Enterprise. Yanik…

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ACA Electronic Filing Deadline – 2017

March 31, 2017

Forms 1094-B, 1095-B, 1094-C and 1095-C are required to be filed electronically with the IRS by March 31, 2017, if you did NOT already file on paper by the February 28, 2017, deadline. If you are a health insurance issuer, self-insured employer, government agency, or other entity that provides minimum essential coverage to an individual during a calendar year, you must report certain information about the coverage that you provide to the IRS. If your organization is an applicable large employer, you must…

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April 2017

Quarterly Technical Audit/Assurance Update – Q1 2017

April 11, 2017 @ 12:00 pm - April 13, 2017 @ 1:00 pm
BDO Webinar
Free

Presented as part of the BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q1 2017" webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments. This event is intended for our valued "KLients" and contacts, including audit committees, board members, management, finance and compliance professionals of both public companies and private companies. The presentation will be delivered by members of the…

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Webinar – The Small Big

April 19, 2017 @ 2:00 pm - 3:15 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access webinars of some of Gazelles Growth Institute's most influential pre-recorded courses. The April session will feature Steve Martin, director of INFLUENCE AT WORK (UK) and co-author of the New York Times, Wall Street Journal and Business Week International bestseller Yes!…

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Webinar: Reducing the Burden of SOX Compliance

April 25, 2017 @ 3:00 pm - 4:00 pm
BDO Webinar
Free

Please join us for the second webinar in BDO's Internal Audit Webinar Series: Reducing the Burden of SOX Compliance Learning Objectives: Describe the items driving the cost of SOX compliance; Discuss recent changes affecting the cost of SOX compliance; and Identify key options in reducing the cost of SOX compliance. CPE Credit Auditing - 1.00 hours Registration This web-based seminar is presented by BDO.  As an independent member of the BDO Alliance USA, Kruggel Lawton is able to offer this program…

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May 2017

Webinar – Buyer Personas

May 17, 2017 @ 2:00 pm - 3:00 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access webinars of some of Gazelles Growth Institute's most influential pre-recorded courses. The May session will feature Adele Revella, CEO of Buyer Persona Institute and author of Buyer Personas: How to Gain Insight into Your Customer’s Expectations, Align your Marketing Strategies,…

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“Selling a Business” Workshop

May 20, 2017 @ 8:30 am - 12:00 pm
Kinexus, 499 W Main Street
Benton Harbor, MI 49022 United States
$25

Learn the factors to consider when putting your business up for sale, and how different buyers could affect your sale. Equally important, learn how to determine the value of a business from both the seller’s and the buyer’s perspective. Knowing how to value of a business helps you to negotiate through mergers and acquisitions, and is the key to the selling process. 8:30 to 10:00 am. – What Happens to My Business When I’m Not There Any More? Your business…

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June 2017

Webinar – The Second Decision

June 21, 2017 @ 2:00 pm - 2:30 pm
Webinar
Free

Kruggel Lawton has joined forces with The Coaching Authority and Gazelles Growth Institute in 2017 to offer high-end educational tools that executives of today's fast growing companies need. Through this partnership, Kruggel Lawton clients and friends are invited to access monthly webinars of some of Gazelles Growth Institute's most influential pre-recorded courses. The June session will feature Randy H. Nelson, speaker, coach, qualified entrepreneur, and a former nuclear submarine officer in the U.S. Navy. In this 30-minute presentation, you'll learn the…

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Webinar: Internal Audit’s Role in Highly Acquisitive Organizations

June 27, 2017 @ 3:00 pm - 4:00 pm
BDO Webinar
Free

Please join us for the third webinar in BDO's Internal Audit Webinar Series: Internal Audit’s Role in Highly Acquisitive Organizations. Jeff Hemphill, BDO's Central Region Leader for Risk Advisory Services, will present. Learning Objectives: Discuss the key considerations associated with internal audit’s role in M&A activities; Discuss practical examples of internal audit projects related to acquisitions; and Identify benefits and pitfalls for internal audit in highly acquisitive organizations. CPE Credit Auditing - 1.00 hours Registration This web-based seminar is presented by…

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Habitat for Humanity Build

June 30, 2017 @ 8:00 am - 2:30 pm
Build Site, 323 W. 9th Street
Mishawaka, IN 46545 United States
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On Friday, June 30, several members of the Kruggel Lawton team will participat in a Habitat for Humanity Women Build day in Mishawaka. Brandi Rodriguez, a manager in our South Bend office, serves on the finance committee for Habitat for Humanity St. Joseph County and is helping organize our firm's volunteer efforts. Women Build recruits, educates, and inspires women to build and advocate for simple, decent, and affordable housing in their communities. Women Build is not about excluding men, it’s about…

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July 2017

YPN Power Lunch: Business & Workplace Etiquette

July 25, 2017 @ 11:30 am - 1:00 pm
Morris Park Country Club, 2200 McKinley Avenue
South Bend, IN 46615 United States
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$15

Join Kruggel Lawton's Human Resource Director, Terry Bush, at the Young Professionals Network Luncheon for "Business and Workplace Etiquette." The event will explore daily practices from a HR director's perspective, along with the do's and don'ts of "workplace etiquette". Early bird registration ($15 per person) ends July 23. Late registration is $20 per person. Fee includes lunch, beverages and presentation.

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September 2017

Webinar: Harnessing the Power of Data Analytics and Continuous Monitoring

September 26, 2017 @ 3:00 pm - 4:00 pm
BDO Webinar
Free

Please join us for the fourth webinar in BDO's Internal Audit Webinar Series: Harnessing the Power of Data Analytics and Continuous Monitoring. Shana McGee, BDO's Risk Advisory Services Manager, will present. Learning Objectives: Describe the process of continuous monitoring and use of data analytics; Discuss the steps to identify and plan continuous monitoring projects; and Describe the benefits of data analytics and continuous monitoring. CPE Credit Auditing - 1.00 hours Registration This web-based seminar is presented by BDO. As an independent…

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October 2017

Trust Income Tax Deadlines

October 2, 2017

Final deadline to file trust income tax returns (Form 1041) for the year 2016 if an extension was requested. Note change for 2017: Extensions for fiduciary returns are now five and-a-half months instead of five months. Deadline would be September 30, however that date falls on a Saturday so the next business day is October 2.

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November 2017

CFO Summit 2017

November 8, 2017 @ 7:30 am - 4:30 pm
Essenhaus Inn & Conference Center, 240 U.S. 20
Middlebury, IN 45640 United States
$100

Wednesday, November 8 This full-day program features a range of timely topics geared towards busy financial managers in senior accounting positions. Join us for a day to plug in, recharge, and connect with other professionals in your field. Cost to attend is only $100 per person and includes 8 hours of CPE credit, continental breakfast, and lunch. Breakfast and check-in will begin at 7:30 a.m. with sessions starting at 8:00 a.m. The CFO's perspective serves as the foundation for every session…

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Webinar: Internal Audit’s Role in Monitoring and Controlling International Exposure

November 28, 2017 @ 3:00 pm - 4:00 pm
BDO Webinar
Free

Please join us for the final webinar in BDO's Internal Audit Webinar Series: Internal Audit’s Role in Monitoring and Controlling International Exposure. Michael Vierheller, BDO's Managing Director for Risk Advisory Services, will present. Learning Objectives: Describe an organization’s risks related to international operations; Discuss internal audit’s role in auditing international operations; and Identify key considerations in selecting international locations and planning the internal audit procedures. CPE Credit Auditing - 1.00 hours Registration This web-based seminar is presented by BDO. As…

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January 2018

First Quarter Tax Deadlines for Businesses and Other Employers

January 31, 2018

2018 Q1 tax calendar: Key deadlines for businesses and other employers Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2018. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements. You can also visit our tax calendar for other individual and state deadlines. January 31…

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February 2018

SEMINAR: Planning for Tax Reform

February 16, 2018 @ 8:00 am - 11:00 am
Holiday Inn Mishawaka – Conference Center, 1208 E Douglas Rd
Mishawaka, IN 46545 United States
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Free

  It’s time to get proactive and dissect tax planning strategies in the wake of the recent Tax Cuts and Jobs Act. Tax reform of this magnitude will have broad implications – both on businesses and the people behind them. From lowering the corporate and individual income rates and eliminating numerous deductions, to the elimination of the AMT for corporations, the $1.5 trillion sweeping legislation represents the biggest change to the tax code in a generation. Kruggel Lawton’s Tax Group…

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Michigan Property Tax Deadlines

February 20, 2018

Deadline for filing Michigan personal property statements. Form 5278 must be filed no later than February 20 for each personal property parcel for which the Eligible Manufacturing Personal Property (EMPP) exemption is being claimed. *NOTE: Beginning in 2017 any in place for at least 10 years will become exempt, with full phase out by 2023. Deadline for taxpayer to file form 3711 if a claim of exemption is being made for heavy earth moving equipment. STC Bulletin 4 of 2001; MCL 211.19(1)

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Tax Deadlines – Michigan Form 5076

February 20, 2018

MICHIGAN - Deadline to file the statement to claim the exemption for Eligible Personal Property – Form 5076. MCL 211.9o(2)  Click here to open the form on Michigan.gov.

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Webinar: The Art of the Ask – Developing Your Donor Dance Steps

February 22, 2018 @ 1:00 pm - 2:15 pm
BDO Webinar
Free

No matter how large and successful an organization may be, almost every nonprofit is interested in having more cash to accomplish its mission. BDO’s recent Nonprofit Standard Benchmarking Survey found that 40 percent of organizations list loss of revenue as a concern for their boards – which can be devastating for a nonprofit. Despite this concern, successful fundraising remains the number one challenge for most nonprofits, and many nonprofit executives and board members either hate or fear fundraising. Please join…

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Business Tax Deadlines

February 28, 2018

All businesses - File information returns (Forms 1098/1099/W-2G) with the IRS for payments made in 2017. Also file Form 1099-MISC without a Box 7 amount (Forms WITH a Box 7 amount were due January 31). The due date for electronic filers is April 2, 2018.

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ACA Paper Filing Deadline – 2018

February 28, 2018

Forms 1095-B and/or 1095-C are required to be filed with the IRS by February 28, 2018, if filing by paper, or April 2, 2018, if filing electronically. If you are a health insurance issuer, self-insured employer, government agency, or other entity that provides minimum essential coverage to an individual during a calendar year, you must report certain information about the coverage that you provide to the IRS. If your organization is an applicable large employer, you must report to the IRS…

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