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Welcome New Cooper Norman Partner Ethan Lee

Brooke Eppa
Oct 12, 2018 01:00 PM
Ethan Lee, CPA, ABV, CFF

Meet New Cooper Norman Partner

and  Business Valuation Expert

Ethan A. Lee, CPA, ABV, CFF

Ethan Lee has joined Cooper Norman CPAs & Business Advisors as a Partner based out of the Idaho Falls office, and serving our clients across the entire firm. He was previously a Principal at Pacific Business Valuation in Honolulu, Hawaii.

Ethan has specialized in business valuation and forensic accounting services since 2006. He helps clients and interested parties understand the valuation and financial implications in various settings, such as business transition planning, tax planning, and dispute matters.

 

 

Ethan enjoys volunteering in various professional, civic, and ecclesiastical capacities. He currently serves on the AICPA’s Forensic & Valuation Services Executive Committee. Ethan has presented at the national AICPA Forensic & Valuation Services Conference, San Francisco office of the Financial Industry Regulation Authority (FINRA), and at multiple other professional venues.  He has been a guest lecturer at Sonoma State University and BYU – Hawaii.

After being raised in Southern California, Ethan eventually migrated to Hawaii where he has lived for a total of 10 years.  His family recently found a new paradise in Eastern Idaho and relocated to his father’s hometown of Rigby. Ethan has been married to his sweetheart for 16 years. They have 4 children together.  For fun, Ethan enjoys fishing and hunting, and looks forward to snowboarding with his family this winter!

 
Cooper Norman News
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Tommy Gwinn Quoted on Bitcoin filings

Brooke Eppa
Mar 22, 2018 06:01 PM

Tommy Gwinn of our Pocatello office quoted in the Idaho Business Review.

Make sure you file your Bitcoin and other cryptocurrency gains and losses correctly on your taxes!
 
 
Learn more about Tommy Gwinn here.
 
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Dan Packard Featured in the East Idaho News

Brooke Eppa
Jan 23, 2018 05:44 PM
Dan Packard, CPA, CFE, CVA was recently featured in the East Idaho News giving tips on how to avoid fraud like the case he helped to uncover of a local woman guilty of embezzling over $2 Million. 
4 of the specific tips Dan gives are:
  1. Be aware, fraud can happen to anyone.
  2. Investing resources in fraud prevention is cheaper than detecting fraud after the fact.
  3. Separate business functions:
    • Custody of assets.
      Authorization.
      Record keeping.
      Auditing the books.
  4. Get quarterly check-ups.
If you'd like to read the rest of the article, you can find it here.
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2018 Ag Seminars

Brooke Eppa
Dec 19, 2017 10:50 AM
2018 AgKnowledge Ag Seminar
 
 

Seminars hosted by Cooper Norman

Pocatello – Friday, January 19th  

Twin Falls – Tuesday, January 23rd

Idaho Falls – Thursday, January 25th  

  

Get your operation future-ready with this half-day seminar:

  • 2018 Tax Update
  • Industry Panel with discussion on current industry issues and Q&A audience participation portion
  • And more
   
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Forensic Work by Cooper Norman cited by Jonathan Shipley at AmeriBen

Brooke Eppa
Nov 10, 2017 12:55 PM
Jon Shipley, an HR Consultant with AmeriBen, recently wrote an article on fraud and self deception. The article appeared in the AmeriBen newsletter "The Explorer". Shipley cites the case of Charlotte Pottorff. The forensic audit that uncovered this fraud was performed by Dan Packard and Misty Martinell in our Idaho Falls office of Cooper Norman. We're proud that the work they did has had an impact. 
 
"In September of 2017, a woman by the name of Charlotte Pottorff pled guilty to embezzling $2.3 million over 10 years from Dura-Bilt Transmissions in Idaho Falls, ID. She had been an employee of the company – a trusted bookkeeper – since 1999. While extreme, her case is not unique; there are over 500 major embezzlement cases every year within the United Sates, and the vast majority of those are committed by long-time employees who generally fly under the radar because of their perceived character. And they are able to steal largely unsuspected: the average length of time for an embezzlement scheme lasts 4.6 years before they are caught."
-Jon Shipley, PHD, HR Consultant
Publication: "The Explorer Edition 570" 
 
 
To read the full article, please follow this link.
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Rexburg Office Open House October 25th

Brooke Eppa
Oct 5, 2017 12:03 PM
Cooper Norman Rexburg Office Open House
 
 
Come and go as you like. Refreshments will be available.
 
 
 
Cooper Norman News
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2017 Idaho AgFest

Brooke Eppa
Sep 26, 2017 12:23 PM
Idaho AgFest will be taking place at the Pinecrest Event Center at 1515 Northgate Mile in Idaho Falls, Idaho on October 21st this year. Festivities will run from 12pm to 5pm. In an effort to support our vibrant local agricultural community, we'd like to encourage everyone to attend and connect!
 
Idaho AgFest flyer, October 21st 2017
You can download a PDF version of the flyer in both English and Spanish here.
 
 
 
Community Involvement
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2017 AgKnowledge Seminar

Brooke Eppa
Dec 16, 2016 05:05 PM
AGKnowledge Seminar Logo
 
 
AgKnowledge agriculture seminar image
 
You can register through Eventbrite or call Malinda in our Idaho Falls office at 208.523.0862 for questions or to register over the phone.
$25 per person or $50 per farm (lunch is included)
 
All locations listed below will be in the state of Idaho:
 
 
Pocatello - Tuesday, January 31, 2017
 
Twin Falls - Wednesday, February 2, 2017
 
Idaho Falls - Thursday, February 3, 2017
AgKnowledge future planning
 
 
 
AgKnowledge Agriculture seminar header image
 
 
 
Itinerary posted here soon
 
 
 
 
 
AgKnowledge agriculture business seminar
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2016 Great Race For Education

Brooke Eppa
Jul 18, 2016 12:16 PM
The Great Race for Education is a fundraiser for EITC (Eastern Idaho Technical College). We had our four amazing runners entered Friday, Dan, Rachel, Lance and Nate. And we had several people helping to solve clues, Mike, Terri, Malinda, Matthew, Ryan, and Misty. We came in first place in the race portion. (Second place was the Marines!) And we came in third place overall. This placement allows us to award a scholarship to an EITC student in Cooper Norman's name. It was a great event, and we had a blast. Yay!
 
 
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Leadership Pocatello Graduated a New Class!

Brooke Eppa
May 18, 2016 11:34 AM

Congratulations to Austin Irwin and his Leadership Pocatello Class on a highly successful event Saturday, April 16 , 2016 at the Avcenter. 

There were over 300 in attendance and they raised over $19,000 which will go back into our community through our Leadership Program.

Elda Irwin, Jen Bowen, and Austin Irwin at Leadership Pocatello graduation

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