Happy New Year! We hope your 2014 is off to a great start! We've had a wonderful holiday here at Lohman Company and are now gearing up for busy season. Lots of good things have been happening and we're pleased to share the highlights with our clients and friends.
It's been a season of growth for us, with several new faces joining the team. Please join us in welcoming our newest employees.
Shirley Schoonover, Tax Manager – With a bachelors degree in accounting from California State University at Long Beach, Shirley is a CPA and has over twenty years of professional experience.
Doug Alford, Staff Accountant – Doug has a bachelors degree in accounting and business administration from Malone University in Ohio and an MBA from the Sperling School of Business at the University of Phoenix.
Sharing Our Knowledge
Mary Jordan presented Advising Trust & Estate Clients on the New 3.8% Medicare Surtax on November 20, 2013 at the East Valley Estate Planning Council meeting.
Cati Piorkowski and her son Jack volunteered on Veteran's Day with the Trailblazers group to help serve hot dogs to the Veterans. It was a great event and honored those who have graciously served our nation.
On December 12th, Lohman Company spent the afternoon at the United Food Bank in Mesa, AZ assisting with the weekly “Help Yourself” Food Cooperative program. Our team stocked an assembly line, checked items for quality and filled bags with pre-purchased items. The completed bags we assembled will assist families who operate on small or fixed incomes to purchase nutritious food at low prices.
Our firm also sponsored a toy drive to support Helen's Hope Chest for Christmas. We were able to provide a carload of toys and gifts for the children they support. Helen's Hope Chest is a program of Mesa United Way that helps foster children with their basic needs such as clothing, school supplies, books and toys.
We're doing our part to stay healthy! Annual flu shots were offered to all employees and their spouses during November.
Lohman Company's annual United Way Campaign was held in November and included our traditional Lohman Company Penny War between two teams. This year we collected over $127 from the Penny War which was donated to Mesa United Way.
On December 20th, Lohman Company celebrated our Annual White Elephant and Potluck party with lots of great food and an exciting white elephant gift exchange. A great way to kick off the holiday!
Lohman Company Anniversaries – Lisa Otis and Nicole Lane celebrate 1 year and Seth Marty celebrates 7 years. We appreciate their dedication to the firm!
AJ Baker, a manager in our assurance department, celebrated his 5 year wedding anniversary by whisking his wife off on a trip to Paris during December! Félicitations!
We're Proud of our Family Adventures and Achievements!
Craig Lohman attended the annual Mesa Chamber of Commerce Aviation Fascination event with four of his children. The event was held at the Commemorative Air Force Museum and allowed everyone to get up close with a vintage B-17 bomber as well as a new Boeing Apache attack helicopter.
Cati Piorkowski's son, Jack, entered the Colina Elementary School Spelling Bee at Colina Elementary School and won 1st place. Kudos Jack!!
Craig Lohman's daughter, Lucy, entered a 3rd grade art contest with Valley Metro, competing with over 500 other participants. Valley Metro selected 12 winners and 4 honorable mention winners. We are proud to announce Lucy was one of the 4 honorable mention winners. Great job Lucy!