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Get to Know One of Our Newest Team Members

Jason Shepherd Gilmore Jasion MahlerWe are pleased to welcome a new member to the GJM family. Enjoy this Q&A with our new risk consulting senior associate Jason Shepherd.

  1. Describe your role at GJM – I am joining Matt Hoverman’s GJM team as a senior associate to help grow our risk consulting practice for the firm. I intend on leveraging my perspective from the internal audit experience I possess to build relationships with our current and future clients. Additionally, I will be handling work ranging from SOX/ITGC’s, Data Privacy & Cyber, and other areas the team pursues in the risk consulting practice.
  2. When did you start employment/will you start at GJM? Monday, August 5, 2019.
  3. Why did you choose the accounting industry? Originally took accounting in high school because a favorite teacher of mine was the teaching the class. Ended up really doing well in it and knew I wanted to pursue a business career in college, so I continued the path of accounting at BGSU.
  4. What do you like best about accounting? The wide range of opportunities in different specializations. I originally had no intentions of being in the IT industry of accounting, but the amount of exposure and great working experiences I have been blessed to be apart of in such a short time has really been exciting.
  5. Are you from the Toledo area originally? If not, where are you from? I grew up in Clyde, OH and spent about 5 years or so in the Bowling Green area. Most of my family is from Bowling Green, Monclova, and Maumee.
  6. What do you like about living in Northwest Ohio? Being back near friends and family is the biggest win for me and my wife. I lived the city life being in Cleveland and metro Detroit for the past few years and there is nothing better than being able to take the back roads home and enjoying the openness.
  7. Anything you’d like to share about your past professional experience? I graduated the Master of Accountancy program at BGSU in 2017 and then started my career within the IT Internal Audit department of Sherwin Williams in downtown Cleveland. I was blessed to be exposed to many great opportunities within that network. At the time my girlfriend was with a big four accounting firm in Detroit, with a home we were renovating together, so I worked at finding a new opportunity in Michigan to relocate and propose. In the Spring of 2018, I accepted a similar role as IT Compliance Analyst within Masco Cabinetry in Ann Arbor, MI. I have spent the past year and a half revising their ITGC framework and Key Report testing, among other things. Fast forward to today, my wife and I got married this past May and are currently in the process of selling our home in Michigan and settling down in this area!
  8. Do you have any pets, hobbies, anything to share about family? My wife and I have two dogs and a cat, all of which are rescues. Hobbies include recreational sports, training with friends, binge watching Friends on repeat before they cancel on Netflix, video games, traveling, and just enjoying the married life!
  9. How do you like to spend your free time? I love to spend a lot of time with my dogs, Thor & Loki. When I’m not with them I love to do anything sports/fitness related. Also, I’m a big moviegoer!
  10. Favorite song or music? Anything 90s is a go to.
  11. Favorite book or movie? I’m a huge comic book/superhero geek, so I have to go with Man of Steel as one of my favorites. Another go to in the comedy genre has to be The Big Lebowski.
  12. Are you involved in any community organizations, do any volunteer work? Currently no, due to relocation. However, I intend on getting involved more with Habitat for Humanity and other volunteer work with our church this coming Fall.
  13. What is something people may be surprised to find out about you? Last May I competed in an MMA caged bout here in Maumee to cross it off my bucket list of things to achieve in life.
  14. Anything else you’d like to add? I’m looking forward to beginning my journey with the firm. I have always known GJM to have a great culture and a very team-oriented environment. It’s a very exciting time here with a lot of growth happening. I feel blessed to be part of such a great organization! 

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in Northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers cloud-based accounting and provides comprehensive services including assurance, business advisory, tax, risk advisory, healthcare management and outsourced accounting. The firm's professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities.

Is your Home Health Agency ready for PDGM?

Home healthcare PDGMChange is coming. Is your home health agency (HHA) ready? The Centers for Medicare and Medicaid (CMS) recently announced a change coming in 2020 to the payment rate structure for home health agencies. The proposed rule brings other changes as well, changes you and your team need to be ready to implement. Its all part of the Patient-Driven Groupings Model (PDGM) that CMS says will drive better patient care based on patient needs and not the volume of care. In this article we’ll summarize the proposed changes. We’ll also offer up a short suggested to do list for any home health agency wondering where to start.

First, a look at some of the key changes for HHAs that take effect in January of 2020:

-Change the way episodic payments to home health agencies are made from a 60-day time frame to 30 days.

-Change in-home infusion therapy payment rates: temporary transitional payment rates for 2020, new permanent home infusion therapy rates to take effect in calendar year 2021.

-Home infusion therapy proposed payment changes:

                -Three payment categories for home infusion drugs

                -Payment rates to factor in geographic location (Geographic Adjustment Factor (GAF))

   -Higher payments for first home infusion therapy visit, small decrease in payment for each   visit after that

-Phase out Requests for Anticipated Payment (RAP) in an attempt to curb any potential program integrity possibilities.

-In an effort to improve access to care, allow therapy assistants to provide maintenance therapy. The change would be consistent with regulations for skilled nursing facilities.

-Adopt new quality measures to evaluate the effective transfer of home health information with the goal of improved patient safety and accurate medication lists.

-Adopt new patient assessment data including:

  • Cognitive function
  • Mental status
  • Special services
  • Treatments and interventions
  • Medical conditions and comorbidities
  • Social determinants of health

-Remove pain-related quality measures in an attempt to avoid over-prescription of opioids.

-Public report of Total Performance Scores (TPS) for home health agencies which could lead to better, more objective comparisons of caregivers and incentives for improved performance of HHAs.

“Most larger home health organizations are likely already well on their way to compliance ahead of the January 2020 adoption of the proposed rule,” says Gilmore Jasion Mahler Healthcare Specialist Jamie Dixon, CPA. “I’m already talking with my clients about this, they know it’s happening and are already preparing. It’s the smaller home health agencies with fewer resources that I am worried about.”

Jamie’s worked in the healthcare space for many years. A member of the Gilmore Jasion Mahler Healthcare Specialist Team, his focus areas include home health, hospice and skilled nursing. His experience includes Medicaid and Medicare reimbursement consulting, cost report preparation and review as well as specialized accounting issues related to healthcare entities.

He suggests three priorities for any HHA that doesn’t know where to start in preparing for the new regulations.

  1. Talk to your vendors. Make sure they’re aware of the changes.
  2. Make sure your billers are trained on the new system.
  3. Rely on trusted resources to learn more.

“In my mind, #3 is especially important,” says Dixon. “Your agency’s accounting firm should definitely be one of those trusted resources. I’m having a lot of conversations right now with my home health clients. Sometimes they just need to run something by me to get my take. Other times I’m more involved in driving decisions. This is a big change that involves some serious planning. Now is the time to prepare, so that when year-end comes, you’re ready for PDGM.”

You can learn more about the home health Patient-Driven Groupings Model (PDGM) on the CMS website where you’ll find several resources for home health agencies.

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in Northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers cloud-based accounting and provides comprehensive services including assurance, business advisory, tax, risk advisory, healthcare management and outsourced accounting. The Firm’s professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities.  

New Northwest Ohio Manufacturing Alliance Seeks Members

Manufacturing Alliance Northwest Ohio NOMASomething very exciting is happening in the manufacturing industry in Northwest Ohio. Something that’s never happened before. Manufacturing businesses are coming together as partners to work to solve what is arguably the biggest challenge to face the industry over the last several decades: the skilled labor shortage. Talk to just about any of the thousands of manufacturing & distribution businesses across the region and they’ll say the same thing: we can’t find qualified people to hire. Businesses have tried to deal with the issue on their own for years. Now they’re working together with other businesses to find solutions.

Area manufacturers form alliance

What's hoped to be a critical turning point in the skilled labor shortage in Northwest Ohio came in recent months when a group of manufacturers came together and formed the Northwest Ohio Manufacturing Alliance (NOMA). The alliance works with many stakeholders including educators, other workforce initiatives and economic development organizations with the goal of promoting manufacturing as a career choice.

“We know there are fulfilling manufacturing careers just waiting for young people to step into these roles,” says Lisa Wojtkowiak with Betco Corporation, one of the founding members of NOMA. “They can make a very good living, often get trained by their employers, and start out their earning careers with absolutely no student loan debt.”

NOMA works in collaboration with the Ohio Manufacturers’ Association (OMA). It is one of many sector partnerships formed in recent years through the OMA, which has an online hub for workforce services, including sector partnerships. The core counties served by NOMA in Northwest Ohio include Defiance, Fulton, Henry, Lucas, Williams and Wood.

Gilmore Jasion Mahler got involved in the manufacturing workforce discussion after holding a panel discussion to address the challenge in the Spring of 2017.

“Our panel discussion really opened our eyes to just how critical this issue is to our manufacturing & distribution clients,” says GJM partner Wes Beham, who leads the firm’s Manufacturing Specialist Team. “We believe its important to stay involved and informed on this issue. If there’s any way we can help our clients and other manufacturers to solve this problem, we are all for it.”

GJM has a robust online resource for manufacturers on the workforce challenge as well. The GJM web page looks at the larger picture of how we got here and potential some ways to move the needle. The resource also offers insight from some of the people in Northwest Ohio and statewide who are working hard on behalf of manufacturers on the issue. You can also watch some video clips from the GJM panel discussion on the skilled labor shortage.

NOMA goals

NOMA ‘s founders hope the alliance is key to solving the skilled labor shortage in our region. The organization has a vision and goals identified, including to:

  • Influence educators and economic development groups
  • Be the regional voice for manufacturers
  • Enhance the image of manufacturing and career opportunities with regional manufacturers
  • Create a seamless pathway from K-12 through post-secondary education to prepare communities for the everchanging skills needed in manufacturing

Founding members include: Altenloh, Brinck & Co. US, Inc., Betco, GKN Driveline, Principle Business Enterprises, Rosenboom, Sauder Woodworking Company, Spangler Candy Company and Vehtek.

“We are off to a great start, but NOMA is so new that many business owners aren’t even aware we exist,” says Kip Winzeler with Altenloh, Brinck & Co. “We need to grow our numbers. The more businesses we have on board, the stronger we’ll be.”

There are a number of different membership levels for manufacturers. To learn more about NOMA membership, manufacturers can contact:

Lisa Wojtkowiak, Betco Coproration at lwojtkowiak@betco.com

Kip Winzeler, Altenloh, Brinck & Co. at kip.winzeler@altenloh.us

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in Northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers cloud-based accounting and provides comprehensive services including assurance, business advisory, tax, risk advisory, healthcare management and outsourced accounting. The Firm’s professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities

GJM “Wanderlust” Scheduled for November 1

Gilmore Jasion Mahler Wanderlust 2019If you are appreciative of our veterans and their service to our country, you have the opportunity to say thank you. Sponsorships and tickets are now available for Gilmore Jasion Mahler’s “Wanderlust 2019: A Night in Casablanca.” The event is Friday, November 1, 2019 at Findlay’s beautiful Marathon Center for the Performing Arts. 2019 brings a new name and theme for the GJM event (formerly known as Carnevale), but the cause remains the same. Flag City Honor Flight is funded completely by donations and all proceeds from the evening will go directly to the nonprofit to help in its mission to fly veterans to Washington, DC to visit the memorials built in their honor.

The festive evening will offer a night of fun in a recreated Rick’s Café Americain, the nightspot made famous in the classic film “Casablanca” starring Humphrey Bogart and Ingrid Bergman. Attendees will enjoy live entertainment, a live auction with auctioneer Trent Farthing, a Moroccan-themed menu and even get the chance to dress up like Bogey and Bergman for a photo op. Fans of the movie are also welcome to get in on the fun theme and dress in their best Humphrey Bogart outfit: that signature fedora and trench coat, or white tuxedo jacket from the film. Or maybe Ingrid Bergman-style fashion from the movie. The popular live auction returns with "experience-based" packages including a signature trip to Costa Rica for a weeklong stay in a luxury hilltop villa overlooking the Pacific coastline.

Gilmore Jasion Mahler is seeking corporate and individual sponsors for the 2019 event. A number of sponsorship levels are available. Tickets to the event are $70 each. You can learn more about the event, including sponsorships on our Wanderlust event webpage.

Since GJM began holding the special event, Flag City Honor Flight has been able to expand and now offers two flights per year for veterans instead of one. The nonprofit’s executive director Deb Wickerham says there are many area veterans left to serve.

“Calls continue to come in to us from families asking if they can get their loved one on a flight,” says Wickerham. “We want to be able to say yes to each of them and give these men and women a final “tour of duty” with honor. Wanderlust 2019: A Night in Casablanca will help us do that.”

“We are so proud to have been able to support Flag City Honor Flight with our event,” says GJM Managing Partner Kevin Gilmore. “I had the opportunity to go out to the airport with others from our firm to help welcome home the veterans from a recent flight. It was pretty incredible to see the look on their faces when they saw their heroes welcome. The experience reinforced for me how important it is to support Flag City Honor Flight in its mission.”

GJM recently started offering a poster making station at the welcome home celebration as well, which has proven very popular with families awaiting the arrival home of their loved ones. Family members and other supporters are able to personalize their welcome home messages to the veterans, making the celebration even more meaningful. Flag City Honor Flight’s 2019 flights are June 11th and September 24th.

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in Northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers cloud-based accounting and provides comprehensive services including assurance, business advisory, tax, risk advisory, healthcare management and outsourced accounting. The Firm’s professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities

Your Kids & Money

teaching kids about moneyAre you setting your kids up for financial trouble? Experts say if you’re not talking to them about money, you certainly aren’t helping…  So, how can we teach our children to be responsible with money?

Gilmore Jasion Mahler CPA Charlie Heid recently shared some ideas during his monthly appearance on WTOL.

So how young is too young to start talking to your kids about money, and what are some good ideas for parents? Charlie says in his opinion, the earlier you can teach them, the better. Some research has shown that kids as early as 5 to 7 years old understand the concept of money and are already forming the money habits that will stay with them into adulthood.

Show your children what saving looks like

There’s plenty that you can do as parents to instill good habits. Start with showing your kids what saving money looks like. Financial expert Dave Ramsey suggests that you use a clear jar to teach your kids about saving. They can see with their own eyes as the jar fills up… and if they spend money, they see the jar empty out. A piggy bank doesn’t allow them to actually see the money collecting in there.

Set an example

Charlie's next suggestion: Be aware of your own behavior. What are your personal spending habits? Your kids are watching you. If you’re charging on a credit card or impulse buying at every turn, your children are noticing. If you set a healthy financial example, your children will pick up on that too.

Rethink the “allowance”

Charlie challenged parents to get rid of the concept of allowance, or at least rethink it. Instead, he said, have your kids earn money for doing chores around the house. It will help them to understand that money isn’t just handed to us, we have to earn it.

Charlie Heid WTOL kids and moneyHere are Charlie’s other suggestions he shared on the air:

Challenge your kids to wait to buy something: Some experts recommend the one-day rule. If your child really wants to buy something… ask them to wait at least one day to think about it and weigh the decision, it gives them a chance to really think it through, and to avoid the impulse buy.

Instill the value of giving back. Let your child pick a charity the family can support. It will help them understand the value of doing good for others.

Grocery shopping as a lesson in money: Before you go to the store establish a budget, search together for coupons and make a grocery list. Only buy what’s on the list. Help them to understand that you can’t buy things just because you want them… For example, if they want 2 packages of cookies, explain that you don’t need both, so they can choose one or the other.

For teenagers, here are some thoughts:

  • It’s a good time to open their first bank account. This is a good opportunity to have them track their money, deposit birthday and holiday money. If it’s an interest-bearing account, they can see their money grow.
  • Educate them about credit – they need to understand that borrowing on credit involves interest.
  • Be open about household financials. If you’re comfortable sharing with the kids how money comes in, what bills it pays, etc. they’ll have a better understanding. Even if you make a poor financial decision, sharing the consequences openly with your children will help them learn from your mistakes. If you’re not comfortable talking real numbers, you could just convey using percentages: we spend 20 percent of our income on food, 10 percent in charitable donations, etc.
  • Let them stumble. If your child wants to spend all their saved-up birthday money on something and you think it’s a bad idea, consider letting them go ahead with the purchase and see the consequences of the decision. And don’t step in and replace the money for them, so they can learn from the mistake.  

CPA Charlie Heid is a partner specializing in tax services, who joined Gilmore Jasion Mahler in 2002. He serves clients across many industries, with a focus on manufacturing & distribution. Charlie appears monthly on WTOL-TV to discuss tax and money issues.

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in Northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers cloud-based accounting and provides comprehensive services including assurance, business advisory, tax, risk advisory, healthcare management and outsourced accounting. The Firm’s professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities.