Tax & Pension Retreats

Our tax and pension departments took some time outside of the office this week to proactively prepare, educate, and collaborate on the latest regulations, protocols, and practices in preparation for the calendar year end and upcoming busy season.

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Carley Cryer
Stuff the Bus 2019

WBRZ hosted the 12th Annual Stuff the Bus campaign in July to assist parents, teachers, and students in East and West Baton Rouge parishes as they prepare for the upcoming school year. Faulk & Winkler was proud to participate and assist in filling multiple school buses with school supplies for the children of our community.

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Carley Cryer
2019 Service Luncheon

We celebrated the close another great year and milestone anniversaries today at our Annual Service Luncheon at Mestizo. Thank you to Kelsey, Lloyd, and Georgie for 5 years of exceptional service at Faulk & Winkler. All three of them earned their CPA licenses while working at Faulk & Winkler. We are so proud of your many accomplishments!

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Carley Cryer
June 13 Retirement Plan University

Horizon Financial Group and Sentinel Pension teamed up with representatives from Columbia Threadneedle, AllianceBernstein, and J.P. Morgan Asset Management for our June session of Retirement Plan University. Russ Regentz from Columbia Threadneedle shared insights on fiduciary risks and liability for plan sponsors, and Andy Bush with Horizon Financial Group shared tips on investment committees for employer sponsored retirement plans. This session was hosted at The Annex at White Star Market.

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Carley Cryer
Nationwide Pinnacle Conference

Partner Melissa Terito, CPA and Manager Kristie Hustmyre, ERPA joined RVP Doug Allen, industry collegues, and the rest of the Nationwide team at the Nationwide Pinnacle Conference earlier this month. They brought back great insights and best practices that will help us to continue to serve our clients proactively and effectively.

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Carley Cryer
LSU Accounting Awards Banquet

We're always proud to invest in young accounting talent at Louisiana's amazing universities. Partner Melissa Terito and COO Lauren Fitch presented LSU Accounting student Jacob Kershaw a scholarship sponsored by Faulk & Winkler at the LSU Accounting Awards Banquet. on April 30.

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Carley Cryer
F&W Crawfish Boil

We appreciate the effort and hard work of our team in providing excellent service for our clients this busy season. We celebrated with our annual end of busy season crawfish boil at the Baton Rouge Country Club. Even though the weather proved to be a challenge, we had a great time.

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Carley Cryer