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NEWS RELEASE: MarksNelson Accounting Firm Counts Additional Experts In State And Local Taxation

By MarksNelson on November 18, 2013 in Mark Radetic CPA, CGMA, News Releases, State & Local Tax

Kansas City’s Largest Locally-Owned Accounting Firm Welcomes Former Big 4 Partner and a Law Graduate, Promotes Seasoned Seniors

MarksNelson, Kansas City’s largest locally-owned accounting firm, continues to grow its State and Local Tax (SALT) Department. Kathleen Lusk, CPA, and Collin Koenig are recent additions to the firm, bringing unique backgrounds and experience to the SALT team. In addition, the firm has recently announced promotions within the department for Stephanie Hyder and Andrea Hughes.

As Sales and Use Tax Director in the SALT Department, Lusk brings extensive state and local tax experience to assist clients ranging from startups to Fortune 100 companies, with complex sales and use tax issues. Prior to joining MarksNelson, she owned a SALT consulting firm following her stint as a partner at a Big 4 accounting firm.

“Kathleen’s depth of experience and knowledge, combined with her passion to be involved civically, make her an outstanding fit for MarksNelson,” Managing Partner Mark Radetic said. “We are extremely excited to have her as a member of our team and look forward to her leadership within the national reach of our tax services.”

Lusk is a certified member of the Institute of Professionals in Taxation (CMI) and currently serves on the Accreditations Committee. She has previously served on the Sales and Use Tax Symposium Committee and the Annual Conference Committee. Lusk’s commitment to giving back extends from serving in the Finance Council at the Church of the Nativity and as chairperson for one year, to currently serving on the Finance Council and Audit Committee at the Archdiocese of Kansas City in Kansas through 2014. She was also on the St. James Academy Board of Trustees from 2010 to 2011 and held the chair title of the Finance Committee in 2010.

“I’m looking forward to collaborating with the MarksNelson team and jumping right in to put my experience in state and local tax to work for our clients,” said Lusk.

MarksNelson also welcomes Koenig, who joins the SALT department as staff accountant. Koenig recently earned his law degree from the University of Missouri School of Law after receiving a Business Administration degree from Truman State University. During law school, he served as Editor in Chief of the Journal of Dispute Resolution, managing a large staff and working closely to ensure the production of the Journal. He also spent time gaining knowledge and experience from working at the Missouri Department of Economic Development in Jefferson City and at the University of Missouri Athletics Compliance Office. Koenig will focus his efforts on research and credit/incentive and sales tax projects at MarksNelson.

MarksNelson has announced promotions from senior to supervisor for Hyder and Hughes. The duo brings over eight years combined experience to the firms’ SALT practice.

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MarksNelson LLC works with clients to help safeguard and grow their businesses. Our ultimate goal is to help our clients to Move Forward. The firm provides Assurance, Accounting Services and Business Advisory, Business Valuation, Consulting, Cost Segregation, Employee Benefit Plan Audits, Litigation Support, Forensic Accounting, International Tax, State and Local Tax and Tax planning, advisory and compliance services. MarksNelson is a member of The Leading Edge Alliance, the second-largest international professional association of independently owned accounting and consulting firms, serving clients who need additional resources on a national or international level. MarksNelson has significant accounting and business advisory experience in the auto dealership, construction, insurance, manufacturing, distribution and real estate sectors. The firm was named among the 2014 Best Accounting Firms for Leadership Equity by the 2014 Accounting MOVE Project for its dedication to gender equity.