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$2.95 904THEMAGAZINE.COM<br />

FISCAL EXAMS<br />

Taking care of a<br />

company’s top brass<br />

JACKSONVILLE MAGAZINE’S<br />

NORTHEAST FLORIDA’S BUSINESS & EXECUTIVE LIFE AUTHORITY<br />

VICIOUS CYCLES<br />

Election seasons cause tremors<br />

in the stock market<br />

OCTOBER 2012<br />

JACKSONVILLE’S<br />

TOP<br />

LAWYERS<br />

LEXISNEXIS MARTINDALE-HUBBEL NAMES<br />

THE LOCAL ATTORNEYS WHO HAVE REACHED<br />

THE HIGHEST LEVELS OF ETHICAL STANDARDS<br />

AND PROFESSIONAL EXCELLENCE<br />

SOCIAL NORMS<br />

Does your online<br />

profile stand out?


T H E S E P H Y S I C I A N S A R E A M O N G<br />

THE TOP<br />

DOCTORS<br />

I N N O R T H E A S T F L O R I D A<br />

Physicians mentioned here have been included in a “Top Docs” issue of<br />

COSMETIC DENTISTRY<br />

Eccella, W. Scott Wagner, DMD, LVIF<br />

Jacksonville Beach<br />

eccellasmiles.com<br />

OPHTHALMOLOGY<br />

Florida Eye Specialists<br />

David Kostick, MD, FACS, Kathryn Freidl, MD<br />

& Rajesh Shetty, MD<br />

Jacksonville<br />

floridaeyespecialists.com<br />

PLASTIC SURGERY<br />

Ponte Vedra Plastic Surgery<br />

C. Cayce Rumsey, MD, Robert Burk, MD,<br />

Paul Scioscia, MD & Brett Snyder, MD<br />

Ponte Vedra, Southside, Amelia Island,<br />

Riverside, Mandarin<br />

pvps.com<br />

Meier Plastic Surgery<br />

Jason D. Meier, MD & John Poser, MD<br />

Mandarin<br />

meierplasticsurgery.com<br />

Dr. Jennifer Guram Porter,<br />

Dr. Ana Hicks,<br />

Dr. Bettina Kihaut,<br />

Dr. Evaleen Caccam,<br />

Cate Bagley, DO,<br />

Dr. Felicia Fox &<br />

Lindsey Hale, CNM/ARNP<br />

FABEN OBSTETRICS & GYNECOLOGY<br />

fabenobgyn.com<br />

NEUROSURGERY<br />

Lyerly Neurosurgery<br />

Howard Chandler, MD,<br />

Javier Garcia-Bengochea, MD,<br />

Michael Petr, MD, Phd,<br />

Bradley Wallace, MD, Phd,<br />

Paulo Monteiro, MD,<br />

Andrew Cannestra, MD, Phd<br />

& Luiz Massa, MD<br />

Southbank<br />

lyerlyneuro.com<br />

These and other “Top Docs” profiles are posted at JacksonvilleMag.com<br />

All doctors are<br />

Board Certified


CONTENTS �<br />

74<br />

REGULARS<br />

6 Service<br />

What’s new in print and online at 904 Magazine<br />

4 : 904theMagazine.com : October 2012<br />

FEATURE<br />

32 Jacksonville’s Top Attorneys 904 and LexisNexis Martindale-Hubbell<br />

present a list of local lawyers who have reached the highest levels of<br />

ethical standards.<br />

SPECIAL SECTIONS<br />

8 Publisher’s Letter<br />

A few words of introduction from publisher and editor Joseph White<br />

10 Executive Life<br />

Agenda • Insider • Newsmaker • Expense Account<br />

16 R&R<br />

Spain’s Costa Brava region charms with quirky culture.<br />

Plus: Rooftop bars in Washington, D.C.<br />

18 Perspective<br />

High-tech simulation center helps physicians excel in their fields<br />

20 Health<br />

Taking care of business means taking care of top brass.<br />

22 Office<br />

Demystifying the guidelines of a modern-day business wardrobe<br />

24 Media<br />

Corporate recruiters are looking online for their next candidates.<br />

Does your profile stand out?<br />

26 Ethics<br />

Sometmes a tea pot is much more than meets the eye.<br />

28 Money<br />

Historically, election seasons have always caused fluctuations in the<br />

stock market. Here’s how to navigate this one.<br />

30 Marketing<br />

Today, a job’s expected responsibilities can be very fluid things.<br />

40 Northeast Florida Attorney Profiles<br />

Meet the men and women you want on your side in court<br />

49 LBA Advisor<br />

Business solutions courtesy of the largest full-service C<strong>PA</strong> firm based in Northeast Florida<br />

65 Access The official bi-monthly publication of the Jax Chamber<br />

16<br />

65<br />

JACKSONVILLE MAGAZINE’S 904 (005-020) Volume 5 Issue 5 October 2012 is published bi-monthly for $9.04 a year by White Publishing<br />

Company, 1261 King St. Jacksonville FL, 32204. Periodicals Postage paid at Jacksonville, FL Post Master: Send address<br />

changes to White Publishing Company, 1261 King St. Jacksonville, FL 32204 (904) 389-3622<br />

CLOCKWISE FROM TOP LEFT: AGNES LOPEZ; ANGIE ORTH


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EXPERIENCE | KNOWLEDGE | TRADITION<br />

Selling the Best of Jacksonville…“Riverfront to Oceanfront”<br />

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Cell: (904) 923-1511<br />

Bus: (904) 739-1626<br />

Email: anitavining@gmail.com<br />

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Magnificently Updated<br />

4 BRs • 4 Full BAs • 1 Half Bath<br />

4,460 sq. ft. • $1,600,000<br />

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Amazing views of the St. Johns<br />

Estate lot on 1.8 acres<br />

Bulkheaded Dock with Boatlift<br />

85w x 616 x 166 x 591<br />

$925,000<br />

Schedule a private tour along<br />

the St. Johns River to see<br />

available riverfront homes.<br />

Call today to schedule.<br />

©2012 BRER Affiliates Inc. An independently owned and operated broker member of BRER Affiliates, Inc. Prudential, the Prudential logo and the Rock symbol are<br />

registered service marks of Prudential Financial, Inc. and its related entitites, registered in many jurisdictions worldwide. Equal Housing Opportunity.<br />

13208 Mandarin Road<br />

Phenomenal sunsets over<br />

the St. Johns River.<br />

Estate lot on 6.12 acres<br />

Dock & Bulkhead<br />

380w x 1727<br />

$850,000


AT YOUR SERVICE � JACKSONVILLEMAG.COM<br />

904 ON YOUR iPHONE & i<strong>PA</strong>D<br />

The current editions of<br />

904 Magazine and her<br />

sister publications—<br />

Taste, Jacksonville,<br />

Home and Bride—can<br />

be viewed in their<br />

entirety 24/7 via most<br />

mobile devices including<br />

the iPhone and<br />

Droid. Plus, more than 20 back issues<br />

are available in the archives. Visit<br />

904themagazine.com. Tap [Archives].<br />

LET’S EAT<br />

Jacksonville Magazine’s<br />

twice-annual restaurant<br />

and entertainment<br />

guide, Taste, features<br />

mini reviews and details<br />

about more than 250<br />

First Coast dining and<br />

drinking establishments. Plus, it’s<br />

loaded with menus and other foodie<br />

info. The Fall 2012 edition of the 100page<br />

guide was released in August.<br />

THE DISH<br />

Jax Happenings,<br />

Special Promotions<br />

& Juicy Gossip<br />

Compiled by the awardwinning<br />

staff of writers and editors of<br />

Jacksonville Magazine, The Dish is a<br />

twice-monthly newsletter highlighting<br />

upcoming local events, great shopping<br />

and dining deals and other need-toknow<br />

news emailed directly to your<br />

inbox. Sign up on our Facebook page.<br />

JACKSONVILLE WHISKEY AFFAIR<br />

Part festival, part glamorous <strong>social</strong>,<br />

part culinary adventure—the Whiskey<br />

Affair is a celebration of cocktails and<br />

culture, taking place November 15 at<br />

the Aloft Hotel at Tapestry Park. Our<br />

second annual fete this fall features<br />

fantastic food, sophisticated libations<br />

and other luxury indulgences. Fewer<br />

than 200 tickets will be offered and<br />

are on sale on our website.<br />

6 : 904theMagazine.com : October 2012<br />

NOW ONLINE &<br />

ON NEWSSTANDS<br />

The latest editions of Jacksonville,<br />

904, Bride, and Home magazines.<br />

Check them out today!<br />

ORDER BACK ISSUES<br />

All previous editions of 904 are available for $2.95<br />

per copy plus postage. To order back issues, call<br />

(904) 389-3622, Monday-Friday, 9 AM-5 PM. All orders<br />

must be paid in advance by credit card.<br />

BEST OF JACKSONVILLE <strong>PA</strong>RTY<br />

The 2013 Best of Jacksonville<br />

Party will take place the<br />

evening of January 31 at<br />

EverBank Field. To participate,<br />

or for sponsor info, call Carol<br />

Kimsey at (904) 389-3622.<br />

Generously supported by:<br />

estab ished 1932<br />

JACKSONVILLE MAGAZINE’S 2012<br />

ARTS & CULTURE TICKET BOOK<br />

All of Jacksonville Magazine publications’<br />

paid subscribers may elect to receive a<br />

copy of an entertainment guide featuring<br />

over $1,000 in discounts offered by<br />

local arts organizations. Subscribe today<br />

and receive yours as a gift from us.<br />

2013 GREAT WEDDING GIVEAWAY<br />

Registration for Jacksonville<br />

Magazine’s 2013 Great<br />

Wedding Giveaway closes<br />

November 15. Since 2009,<br />

four couples have been<br />

treated to an amazing<br />

wedding package featuring<br />

an oceanside ceremony and<br />

2012 winners<br />

Sherry & Gil<br />

reception, a glamorous<br />

honeymoon and thousands<br />

of dollars in donated profes-<br />

sional services. Visit our website to register.<br />

JOIN THE CLUB<br />

Be among those who receive the VIP treatment<br />

from Jacksonville Magazine. Benefits of Club<br />

membership include:<br />

• VIP Admission to the Best of Jacksonville Party,<br />

Cover Model Search Fashion Show and Northeast<br />

Florida Beer Cup—a $150 value!<br />

• VIP level gift bags at the above events<br />

• Complimentary invites to other Jax Mag events<br />

(launch parties, mixers, etc.) when available<br />

• Advance notice of ticket availability for Great<br />

Chefs of Jacksonville and The Whiskey Affair<br />

• Exclusive Club member drawings for gift<br />

certificates and event tickets<br />

• One-year subscriptions to Jacksonville and 904<br />

magazines and more!<br />

Sign up at JacksonvilleMag.com<br />

CORRECTIONS<br />

John Fricks' was incorrectly identified as the president of<br />

Scott McCrae Group in the August 2012 article “Creative<br />

Types.” He is the president of Scott-McRae Advertising.<br />

CROSSWORD ANSWERS<br />

Don’t spoil the fun. Before looking at this completed<br />

puzzle, turn to page 67 for this issue’s<br />

crossword. Call (904) 389-3622 to learn how your<br />

business can sponsor the puzzle.<br />

C<br />

R<br />

O<br />

S<br />

S<br />

W<br />

O<br />

R<br />

D<br />

A<br />

N<br />

S<br />

W<br />

E<br />

R<br />

S


PUBLISHER’S LETTER �<br />

HEAT INDEX<br />

Anticipation about<br />

the months ahead<br />

CAM<strong>PA</strong>IGN<br />

2012<br />

For POTUS,<br />

Florida looks to<br />

be the winnertake-all<br />

state.<br />

Again.<br />

HOMES<br />

According to<br />

the National<br />

Association of<br />

Home Builders,<br />

the Jax housing<br />

market is<br />

“improving.”<br />

GAS PRICES<br />

What will a gallon<br />

cost when<br />

the economy<br />

starts moving<br />

again?<br />

JOSEPH WHITE<br />

Publisher/Editor<br />

HOT!<br />

COLD<br />

TOWN CENTER<br />

New restaurants<br />

and stores,<br />

the expansion<br />

continues.<br />

INCENTIVES<br />

Businesses<br />

requesting more<br />

than ever to<br />

move here. Or<br />

not to leave.<br />

BUDGET WOES<br />

The city<br />

continues to<br />

squeeze more<br />

from less. With<br />

less people.<br />

8 : 904theMagazine.com : October 2012<br />

POLITICAL THEATER<br />

Everybody enjoys being popular, right? Well, among the political set, Northeast Florida has<br />

been especially popular of late. We're the star quarterback and the homecoming queen<br />

all rolled into one. I imagine our region will continue to be a destination of choice for the<br />

country's two major political parties right up until November 6. Florida is a must-win state in<br />

this year's presidential contest and while many counties are already locked into one candidate<br />

or the other, there is wiggle room in Jacksonville and her surrounding communities. President<br />

Obama scored well among local voters in 2008, a tally that certainly helped him capture the<br />

state's electoral college numbers. Pundits say to win again, his supporters must duplicate or<br />

surpass their turnout from four years ago.<br />

Just since late summer the President has come to town, as has his wife Michelle and a number<br />

high-profile Democrats. Mitt Romney and his wife Ann have jetted in and out, and GOP heavyweights<br />

such as senator John McCain have paid us visits. I predict we will see a continuing<br />

stream of notable politicos gracing us with their presence into the fall. Don't be surprised if<br />

Barack Obama and Mitt Romney return to Northeast Florida prior to election day. Maybe even<br />

twice.<br />

Of course, the issues being debated are enormous. Some would say this is an exceptionally<br />

historic contest, one that could determine the course of the country for generations. That<br />

might be a touch hyperbolic, but there's no debating that the faltering economy, healthcare<br />

reform, our national debt, gas prices, taxes, foreign affairs and conflicts overseas make this<br />

anything but an ordinary election. Regardless of who wins, the problems at hand are complex<br />

and offer few easy answers.<br />

So, will our popularity continue after the first Tuesday in November? Probably not. Once the<br />

votes have been counted, politicians tend to move on and settle back into their zones of comfort,<br />

including where they like to spend time and money. If graduating high school taught us<br />

anything it's that homecoming queens and star athletes are easily replaced and then forgotten.<br />

There's a new class coming up every year. However, come 2016, chances are Northeast Florida<br />

again will be back in the spotlight. Until then, let's enjoy the attention and soak in the best (and<br />

worst) of the fall election.<br />

As always, thanks for reading. And don't forget to vote.<br />

904 Magazine is pleased to announce that we've tapped GlobalJax as our non-profit partner for the<br />

year. If you aren't familiar with the organization, GlobalJax is dedicated to showcasing the city to an<br />

international audience. It does this through a variety of activities including hosting groups of foreign<br />

visitors so that they may exchange cultural experiences and promote lasting global connections.<br />

904 will do its best to help in that mission by providing the organization with space within its pages<br />

to highlight upcoming events and fundraisers, as well as feature examples of how GlobalJax pushes<br />

the River City in front of the world.<br />

EXTRAS<br />

• September was a very busy month at the Jax Mag<br />

group, with three publications in the works. In addition<br />

to the magazine in your hands, we churned out the<br />

October Jacksonville Magazine and its twice-annual<br />

companion, Home, a 100-page digest devoted to<br />

beautiful local residences and stylish living.<br />

• Thanks to all those who came out and enjoyed our<br />

second annual Northeast Florida Beer Cup, held September<br />

27 at the Florida Theatre. Craft beer, good<br />

joe@jacksonvillemag.com<br />

music, tasty food, lots of laughs and smiling faces—<br />

all to help raise money and awareness for Children's<br />

Miracle Network.<br />

• Our next event is the Jacksonville Whiskey Affair,<br />

set for November 15 at the Aloft Hotel at Tapestry<br />

Park. This fundraiser will feature top shelf spirits and<br />

delicious eats from area restaurants including III Forks<br />

and Blue Bamboo. Tickets are on sale at our website.<br />

Hope you can make it.<br />

Agnes Lopez


EDITORIAL<br />

PUBLISHER / EDITOR-IN-CHIEF<br />

Joseph White<br />

ASSOCIATE EDITOR/DIRECTOR OF COMMUNITY RELATIONS<br />

Kathy Weedon<br />

MANAGING EDITOR Natalie Wearstler<br />

CONTRIBUTING WRITERS<br />

Joash Brunet, Virginia Chamlee, Caitlyn Finnegan,<br />

Mat Galnor, Sandra Hendricks, Jan Korb, Diane<br />

Leone, Candace Moody, Angie Orth, Mary Kelli Palka<br />

EDITORIAL INTERN<br />

Jessica Oliver<br />

CREATIVE<br />

CREATIVE DIRECTOR Bronie M. Massey<br />

DESIGNER Jennifer L. Curry<br />

STAFF PHOTOGRAPHER Agnes Lopez<br />

ART INTERN Megan Martinez<br />

SALES<br />

DIRECTOR OF SALES & MARKETING<br />

Anna Marie Burke<br />

ACCOUNT EXECUTIVES<br />

Rosalie Bolante, Jessica Lindsay, Amy Robertson<br />

SPECIAL PROJECTS MANAGER Carol Kimsey<br />

ACCOUNTING / OFFICE MANAGER Wendy Castro<br />

SALES INTERNS Danielle Johnson, Lacie Normandy<br />

CIRCULATION<br />

www.904themagazine.com<br />

NORTHEAST FLORIDA’S BUSINESS<br />

& EXECUTIVE LIFE AUTHORITY<br />

SUBSCRIPTION REQUESTS / INQUIRIES<br />

1-800-962-0214 / circulation@jacksonvillemag.com<br />

CIRCULATION MANAGER Mike Romero<br />

MAGAZINE MASCOTS Betty & Otis<br />

2012 NON-PROFIT <strong>PA</strong>RTNER<br />

Mission: To empower our community to thrive in a<br />

global society by: Equipping our community to<br />

interact with the world; engaging our community in<br />

international relations; expanding Jacksonville’s<br />

global connections.<br />

GlobalJax.org<br />

1261 King St., Jacksonville, FL 32204<br />

(904) 389-3622 • Fax: (904) 389-3628<br />

Website: 904themagazine.com<br />

VOLUME 5 ISSUE 5<br />

WORKING<br />

FOR YOU<br />

NOT WALL STREET<br />

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October 2012 : 904theMagazine.com : 9


Executive Life<br />

AGENDA:<br />

THINGS TO DO, PLACES TO GO<br />

OCTOBER<br />

October 5<br />

6 PM, West Club at EverBank Field • Ann and Shad<br />

Khan host the seventh annual Jacksonville Jaguars<br />

Taste of the NFL, $250, 730-8284, jaguarstaste.org<br />

October 12<br />

5:30 PM, TPC Sawgrass • Players Benefit for the<br />

Arts, “An Evening of Music and Moonlight,” $100-<br />

$150, 354-5547, jaxsymphony.com<br />

October 13<br />

6 PM, Crown Plaza Hotel • Full Steam Ahead Gala<br />

celebrating the anniversary of the United States<br />

Navy, $75, 647-5177, adams2jax.org<br />

October 17<br />

7:30 PM, UNF Arena • Historian and author Doris<br />

Kearns Goodwin discusses “Former U.S. Presidents<br />

and Their Mark on the World,” free, 620-2117, unf.edu<br />

October 18<br />

11 AM, Jacksonville Marriott at Southpoint • 2012<br />

Health Planning Council annual meeting featuring<br />

keynote speaker health futurist and medical economist<br />

Dr. Jeffrey Bauer, hpcnef.org<br />

October 18-21<br />

TPC Sawgrass, Dye’s Valley Course • Winn-Dixie<br />

Jacksonville Open golf tournament includes a junior<br />

clinic, pancake breakfast, and a putt to win a car<br />

contest, $25-$500, winn-dixiejacksonvilleopen.com<br />

October 27<br />

3:30 PM, Veterans Memorial Arena • Annual<br />

Georgia vs. Florida Football Classic kicks off once<br />

again, 633-6100, jaxevents.com<br />

Georgia vs. Florida<br />

10 : 904theMagazine.com : October 2012<br />

Tap Dogs<br />

NOVEMBER<br />

November 4 & 8<br />

EverBank Field • Jacksonville Jaguars play the Detroit<br />

Lions Nov. 4, 1 PM; and the Indianapolis Colts<br />

Nov. 8, 8:20 PM, $45-$260 for single game tickets,<br />

633-2000, jaguars.com<br />

November 10<br />

7 PM, Veterans Memorial Arena • Jacksonville<br />

Bullies pro lacrosse team plays the New Jersey<br />

Rascals, $10-$45, jaxbullies.com<br />

November 10<br />

8 PM, T-U Center • International music and dance<br />

extravaganza Tap Dogs skips into town, $27-$82,<br />

633-6110, artistseriesjax.org<br />

November 13<br />

Noon, Prime Osborn Convention Center • Empty<br />

Bowls Luncheon, annual fundraiser for Second<br />

Harvest of Northeast Florida, $25-$500 for tables,<br />

wenourishhope.com<br />

November 15<br />

6:30 PM, Aloft Hotel • Second annual Jacksonville<br />

Whiskey Affair, a fundraiser hosted by Jacksonville<br />

Magazine, $50, JacksonvilleMag.com<br />

November 24 & 25<br />

7:30 PM, T-U Center • Pearl Jam frontman Eddie<br />

Vedder performs, $75, ticketmaster.com<br />

November 30<br />

7:30 PM, Veterans Memorial Arena • A Night of<br />

Hope with Joel Osteen, $15, 630-3960 �<br />

Call Me TED<br />

Event Looks to Share<br />

Ideas Worth Spreading<br />

The goal, according to organizers,<br />

is to be a springboard<br />

for a much broader<br />

movement of collaboration,<br />

innovation and opportunity<br />

creation within our community.<br />

Sure, that’s kind of a<br />

lofty, if not somewhat vague,<br />

target. But it’s hard to<br />

squeeze a gathering like<br />

TEDxRiversideAvondale into<br />

a single, simple category. In<br />

a nutshell, the Saturday,<br />

October 20 event, tabbed<br />

with the theme of “Collective<br />

Genius,” hopes to bring together<br />

creative thinkers to<br />

discuss what a future Jacksonville<br />

should be.<br />

“Jacksonville has been<br />

emerging as a center of innovation<br />

and creativity,” says<br />

event organizer Jeffrey Spear.<br />

“TEDxRiversideAvondale will<br />

provide inspiration for our<br />

city to think even more<br />

ambitiously about our future.”<br />

To help facilitate this goal, a<br />

roster of speakers has been<br />

enlisted to share their good<br />

words, including: Parvez<br />

Ahmed, director of the Center<br />

for Sustainable Business<br />

Practices at UNF; Roger<br />

Nierenberg, orchestra conductor<br />

and founder of The<br />

Music Paradigm; and historian,<br />

author and architecture<br />

preservationist Dr. Wayne<br />

Wood.<br />

The day-long happening,<br />

taking place at Friday Musicale<br />

auditorium in Riverside,<br />

will feature nine live presentations,<br />

four musical groups,<br />

and four recorded TED talks.<br />

FYI: TED is a nonprofit organization<br />

that started with a<br />

conference in California 25<br />

years ago. Jacksonville’s<br />

TED event is open to the<br />

public; however, tickets (expected<br />

to be approximately<br />

$100) must be purchased.<br />

More info at TEDxRiverside<br />

Avondale.com. �


Executive Life<br />

THE INSIDER:<br />

HOT TIPS, BREAKING<br />

NEWS & JUICY GOSSIP<br />

Hey, Bartender...<br />

Founded in Cuba<br />

in 1862, Bacardi is<br />

celebrating 150<br />

years in operation<br />

all this year. Today,<br />

all Bacardi rum<br />

consumed in the<br />

U.S. is shipped<br />

from Puerto Rico<br />

to Jax, where it is<br />

bottled at the<br />

Northside plant<br />

before being shipped around<br />

the country. Open since the<br />

early 1970s, the plant can churn<br />

out as many as 300,000 bottles<br />

in one day, or some 11 million<br />

cases per year. Cheers to that.<br />

Cash or Credit?<br />

To much fanfare, particularly<br />

among First Coast women, it<br />

was announced in September<br />

that Nordstrom plans to open a<br />

full-line store at St. Johns Town<br />

Center. The 124,000 square-foot<br />

store will consist of two levels<br />

and is expected to open in the<br />

fall of 2014. Nordstrom, based in<br />

Seattle and operator of 231<br />

stores in 31 states, will anchor<br />

a new wing of the 1.1 millionsquare-foot<br />

open-air shopping<br />

center.<br />

Hall of Famers<br />

The First Coast Business Hall of<br />

Fame inducts four new members<br />

this fall. The 14th annual<br />

12 : 904theMagazine.com : October 2012<br />

COMPILED BY STAFF<br />

honor is hosted by the Florida<br />

Council on Economic Education<br />

and will take place November 8<br />

at Florida Blue’s Conference<br />

Center. This year’s class includes<br />

Robert Clements,<br />

Lawrence Dubow, Ava Parker<br />

and Charles Sawyer. They join<br />

the 51 current Hall members<br />

such as Michael Cascone, Ed<br />

Burr and Gary Chartrand. Bob<br />

Helms (pictured above) will be<br />

inducted posthumously.<br />

Downtown Investors<br />

The city’s new Downtown<br />

Investment Authority will be<br />

guided by a nine-member board<br />

of directors who will conduct<br />

open-to-the-business on an unpaid,<br />

volunteer basis. The nine<br />

members—five appointed by the<br />

mayor and four by the city council<br />

president—will be responsible<br />

for creating and managing<br />

business development, recruitment<br />

and marketing plans in the<br />

Downtown area. The nine members,<br />

named in August, are<br />

Melody Bishop, Robert<br />

Clements, Kamaria Harper,<br />

Donald Harris, Paul Perez, Tony<br />

Allegretti, Jim Baily, Oliver<br />

Barakat and Donald Shea.<br />

Cover Model<br />

Who was that mustachioed man<br />

on the cover of the September<br />

24 edition of Forbes? It was<br />

none other than Jaguars owner<br />

Shad Khan, who was profiled in<br />

a lengthy story detailing his<br />

humble roots and rise to global<br />

auto manufacturing titan. The<br />

story is less than glowing about<br />

the Jags and its fan base, but<br />

the general tone is that if anyone<br />

can turn the team around,<br />

it’s the city’s favorite Pakistaniborn<br />

tycoon. Read the story at<br />

Forbes.com.<br />

Title<br />

A recently released report by<br />

the research frim Tripp Umbach<br />

estimates up to 55,340 health<br />

care jobs could be lost in Florida<br />

by 2021 as a result of the 2 percent<br />

sequester by the Budget<br />

Control Act of 2011. “Florida<br />

ranks second highest among<br />

all 50 states in the number of<br />

potential jobs lost,” says Florida<br />

Hospital Association president<br />

Bruce Rueben. �<br />

Moving Day<br />

All 54 staffers of the Jax Chamber will have new<br />

digs come November. The Chamber is temporarily<br />

closing its Downtown office November 1st and will<br />

reopen on the 5th at the BBVA/Compass Building<br />

off Gate Parkway. Renovations to the organizations<br />

long-time home base necessitated the move. The<br />

phone number stays the same (904) 366-6600 and<br />

plans call for work to be complete in seven months.


Names & Notes<br />

Who says lawyers don’t have a heart? (Insert<br />

joke here…) Attorneys and staff at the Jacksonville<br />

office of Holland & Knight recently<br />

contributed nearly $66,000 in grants to 20 local<br />

community organizations assisting at-risk<br />

children, among them Children’s Home Society,<br />

Community Connections and Catholic Charities.<br />

• Recent changes in City Hall include: Karen<br />

Bowling was appointmented as Chief Administrative<br />

Officer (a $210,000 gig); Cleveland<br />

Ferguson became deputy Chief Administrative<br />

Officer ($135,000); Alexis Lambert will manage<br />

the newly created Office of Public Accountability<br />

($80,000); Michael Jacobson was tapped as<br />

the city’s Emergency Preparedness Director<br />

($116,350); and attorney Kevin Hyde is now<br />

Counselor to the Mayor ($1 per year). Kevin, you<br />

need a better agent… • Back in August, the Jim<br />

Moran Foundation awarded Big Brothers Big<br />

Sisters of Northeast Florida $94,000. Moran,<br />

founder of JM Family Enterprises, an auto<br />

conglomeration that owns Southeast Toyota<br />

Distributors located on the city’s Westside,<br />

passed away in 2007. He would have been 94<br />

on August 8. • Congrats to The Hoyt House on<br />

Amelia Island. This summer, the 10-room bed<br />

and breakfast was welcomed into the Select<br />

Registry fold, a distinction that only 330 upscale<br />

inns (out of about 20,000) in North America can<br />

claim. Elizabeth Pointe Lodge, The Fairbanks<br />

House, Amelia Island Williams House, and St.<br />

Francis Inn are four other area B&Bs that are<br />

also members of Select Registry. • Miller Electric<br />

president Ron Autrey has been named Jacksonville<br />

University’s Distinguished Alumnus for<br />

2012. Autrey is in his fourth and final year as<br />

chairman of JU’s board of trustees. Congrats,<br />

Ron. • Congrats also to the organizers of this<br />

summer’s Ferry Fest at Mayport. More than<br />

10,000 turned out for the one-day in August.<br />

The effort may not prevent the St. Johns River<br />

ferry service from being discontinued, but it certainly<br />

demonstrated that a lot of people would<br />

hate to see it go. • Look for work by Jax ad<br />

agency owner Robin Shepherd prior to your<br />

next flight out of JIA. His pieces are on display<br />

beginning October 4 in the Haskell Gallery, a<br />

space situated in the airport’s main atrium, not<br />

far from the security screening area. • Congrats<br />

to PGA Tour vet and Ponte Vedran Jim Furyk<br />

for being named to this year’s U.S. Ryder Cup<br />

team. The 12-man U.S. team played Europe<br />

September 28-30 at Medinah Country Club in<br />

Illinois. • Finally, a tip of the cap to January<br />

Squyres, director of group sales for the<br />

Jacksonville Suns. Squyres was recently<br />

named the 2012 Southern League Woman of<br />

Excellence. �<br />

NOVEMBER 15, 2012<br />

ALOFT at TAPESTRY <strong>PA</strong>RK<br />

Part festival, part cocktail soirée, part foodie extravaganza—the Jacksonville<br />

Whiskey Affair is a celebration of the myriad points of intersection<br />

between cocktails and culture. Join us for a mix of fantastic food and<br />

sophisticated libations and other luxurious indulgences.<br />

MORE AT JACKSONVILLEMAG.COM � (904) 389-3622<br />

October 2012 : 904theMagazine.com : 13


NEWSMAKER �<br />

14 : 904theMagazine.com : October 2012<br />

WORDS BY NATALIE WEARSTLER • PHOTO BY AGNES LOPEZ<br />

“IF YOU THINK ABOUT<br />

LOWERING HEALTH CARE<br />

COSTS, ONE OF THE BEST<br />

WAYS TO DO THAT IS TO<br />

PREVENT PEOPLE FROM<br />

GETTING SICK.”<br />

—Kathleen Sebelius, Health and<br />

Human Services (HHS) Secretary<br />

Sebelius visited a CVS/pharmacy and<br />

MinuteClinic in Jacksonville on August 15<br />

to announce new partnerships between<br />

the Centers for Medicare and Medicaid<br />

Services (CMS) and several national pharmacies<br />

to provide benefits and options<br />

for Medicare recipients.<br />

D<br />

iscussions about the Affordable<br />

Care Act, also known as<br />

Obama Care, are often<br />

wrought with questions about<br />

numbers, such as how much<br />

money the act will cost American<br />

businesses, how many millions of individuals<br />

it will affect and how many years<br />

will be necessary for the act to be fully implemented.<br />

When HHS Secretary Sebelius<br />

visited Jacksonville in August, though, she<br />

discussed a different set of numbers:<br />

• 50: the percent discount that seniors<br />

covered by Medicare Part D will save on<br />

their brand-name drugs when they reach<br />

the coverage gap (or “donut hole”) in 2012<br />

• 47,990: the number of Medicare recipients<br />

who received the discount on their<br />

covered brand-named prescriptions in<br />

the first five months of 2012<br />

• $31,928,736: the total savings of Florida<br />

residents on Medicare so far this year.<br />

While Sebelius was in Jacksonville,<br />

she announced that several national<br />

pharmacy companies had formed partnerships<br />

with the Centers for Medicare<br />

and Medicaid Services to inform senior<br />

citizens of the new benefits they were<br />

entitled to under the Affordable Care Act,<br />

including CVS Caremark, Walgreens,<br />

Thrifty White, Walmart and Sam’s Club.<br />

Sebelius lauded local CVS pharmacists<br />

for their efforts in helping seniors stay<br />

healthy.<br />

“I think that too often when we talk<br />

about health care providers, we forget<br />

that pharmacists are a critical part of the<br />

team,” she said. �


EXPENSE ACCOUNT �<br />

LThese<br />

life-size cutouts of the<br />

POTUS and his GOP challenger are<br />

the perfect party guests. They're<br />

quiet, you don't need to worry about<br />

them spilling drinks and they're<br />

always smiling for the camera.<br />

($59.95 each at Cowford Traders)<br />

Barack and Mitt have<br />

been hurling verbal jabs<br />

at each other for<br />

months; it's about time<br />

the two rolled up their<br />

sleeves and duked it<br />

out. These hand puppets<br />

from Orlando-based<br />

Punching Politicians are<br />

sure to be a hit at any<br />

election bash. (Barack<br />

Obama and Mitt Romney<br />

puppets, $19.99 at<br />

PunchingPoliticians.com)<br />

words by NatalIe wearstler • pHotos by agNes lopez<br />

POLITICAL<br />

<strong>PA</strong>RTIES<br />

How will you celebrate election night? In a recent 904 Magazine<br />

sta≠ poll, these November 6 party must-haves were in the lead.<br />

One need not don a tacky t-shirt<br />

emblazoned with his political<br />

ideology to convey his values. A<br />

subtle throw pillow or hand towel<br />

does the trick with a touch of<br />

class. And, for the perfectly-mannered<br />

hostess, a clever apron can<br />

set a neutral tone without saying<br />

a word. (Republican throw pillow,<br />

$32; Democratic hand towel, $14;<br />

apron, $29, all from Cowford<br />

Traders)<br />

October 2012 : 904theMagazine.com : 15


R&R �<br />

ARTISTIC<br />

INSPIRATION<br />

Spain’s Costa Brava region charms with quirky culture<br />

North of Barcelona and<br />

winding all the way to the<br />

French border, Catalonia,<br />

Spain’s Costa Brava region exudes<br />

character much like one of<br />

its most famous residents—the<br />

artist Salvador Dalí. Hugged by<br />

the Mediterranean on one side<br />

and the grand Pyrenees mountains<br />

on the other, and kissed by<br />

the mighty Tramuntana winds,<br />

Costa Brava’s passion and reason<br />

coexist in perfect harmony.<br />

The easiest way to get to<br />

Costa Brava is to fly to<br />

Barcelona (BCN); expect one to<br />

two layovers and about 12 hours<br />

of travel time. Rent a car or take<br />

a shuttle for the hour's drive up<br />

to Girona or Figueres; while<br />

there are buses between major<br />

towns, there's nothing so satis-<br />

16 : 904theMagazine.com : October 2012<br />

fying as driving the long country<br />

roads yourself and stopping<br />

where you like.<br />

Ardent Dalí fans and those<br />

who don’t care much for art at<br />

all will find common ground in<br />

Costa Brava, where the artist<br />

lived with his muse, Gala. In Port<br />

Lligat at the Dalí House Museum,<br />

a strangely decorated stuffed<br />

polar bear greets visitors in the<br />

home he occupied since 1930.<br />

The artist initially purchased a<br />

small fishing shack on the rocky<br />

coast, acquired other similar<br />

structures nearby, and eventually<br />

combined them into one curious<br />

compound. Don’t miss the<br />

backyard, where visitors can<br />

pose for photographs with a<br />

variety of original Dalí creations,<br />

including a large pair of hot pink<br />

plastic lips near the pool. Reservations<br />

are required to visit this<br />

quirky abode.<br />

Nearby in Púbol is Dalí’s extravagant<br />

gift to Gala, a quaint<br />

11th century castle he purchased<br />

in 1969 and subsequently endowed<br />

with his brand of genius.<br />

The castle features glass floors,<br />

a throne for Gala (and her grave)<br />

and Dalí’s car. The gardens are<br />

dotted with ghostly 10-foot tall<br />

elephant sculptures and a<br />

bizarre fountain created from<br />

dozens of carvings of composer<br />

Richard Wagner’s head.<br />

Further down the road in<br />

Figueres, the Dalí Theatre and<br />

Museum features many of his<br />

most famous works and a fascinating<br />

and literally moving<br />

jewelry collection.<br />

WORDS BY ANGIE ORTH<br />

Dalí died in 1989, but there are<br />

others carrying out revised forms<br />

of his surrealist vision in Costa<br />

Brava today. Artist Quim Hereu,<br />

who is currently on a mission to<br />

create the largest oil paintings in<br />

the world, is developing Strombotism,<br />

an offshoot of surrealism<br />

that balances “seny i Rouxa,” or<br />

reasonable sanity and wild imagination.<br />

Visitors can experience<br />

Hereu’s genius in person via a<br />

spectacular art and culinary<br />

experience at his studio, where<br />

star chef Gonzalo Martinez dishes<br />

up courses inspired by one of the<br />

massive paintings-in-progress,<br />

such as a snail-shaped foie gras<br />

that represents eternal youth<br />

from the Birth of Venus painting<br />

on the wall.<br />

Dinner at Hereu’s studio is<br />

just one of a many gastronomic<br />

experiences to be found in<br />

Costa Brava. Seafood delicacies<br />

include anchovies from L’Escala,<br />

prawns from Palamós, monkfish<br />

from Roses, rock fish from<br />

Begur and skate from Tossa de<br />

Mar; even vegetarians can happily<br />

subsist on prized local produce<br />

like turnips, onions and<br />

apples that bring local flavor to<br />

new heights.<br />

After tasting every last local<br />

bite, it’s advisable to back away<br />

from the table slowly and check<br />

out the rest of Costa Brava’s<br />

natural splendor. Floating in a<br />

rainbow-hued balloon from<br />

Globus Emporda, tourists can<br />

take in the expansive region<br />

from the rugged coast to the<br />

Pyrenees looming in the distance,<br />

and appreciate at once<br />

all its centuries of history—from<br />

Roman ruins near the beach to<br />

Medieval villages, cobblestone<br />

roads and historic bell towers.<br />

Accommodations in Costa<br />

Brava are as varied as the terrain.<br />

Want to check “sleeping in a castle”<br />

off your bucket list? Try Castell<br />

d’Emporda, first mentioned in historic<br />

documents around 1301. In<br />

addition to modern rooms and<br />

sweeping views of the surrounding<br />

Spanish countryside, the<br />

castle’s restaurant features a<br />

glorious menu including<br />

entrecôte, foie gras and flavorful<br />

local ceviche. It’s such a charming


spot, even Dalí once tried to buy it for Gala<br />

before settling on the castle at Púbol.<br />

To experience the passion of the rugged<br />

coast, head toward the beach and stay at<br />

Hostal Empúrias, an understated, eco-friendly,<br />

very comfortable property right on the<br />

Mediterranean. It’s just steps from preserved<br />

Roman ruins and a quick boat ride to the<br />

Medes Islands.<br />

The combination of a lovely summer climate,<br />

wildly beautiful beaches and natural features,<br />

and delicious locally sourced cuisine lend<br />

weight to what Dalí was hinting at all along—<br />

that Costa Brava is one of the most inspired,<br />

and inspiring, places in all the world. �<br />

Born in Jacksonville, Angie Orth travels the<br />

world and blogs about it at AngieAway.com.<br />

UP ON THE ROOFTOP<br />

Election season drinks are best enjoyed<br />

al fresco in the nation’s capital.<br />

Walking the streets of Washington, D.C., all one<br />

sees are concrete buildings on long blocks with<br />

a lot of traffic—both cars and people. There is a<br />

hidden view of D.C. many tourists are not aware<br />

of, where visitors can get a bird’s eye perspective<br />

of the city's hustle and bustle.<br />

Take the elevators to the roof of the W Hotel<br />

on 15th Street to find the P.O.V. Rooftop Terrace<br />

and Lounge, a meeting spot that is simple<br />

and contemporary with tall candles for warm<br />

lighting at night with unique décor and lights<br />

hanging from the awning. The Terrace is cozy<br />

with velveteen banquettes and black wicker<br />

lounge chairs under a red and white awning<br />

that hosts glossy white ceiling fans. The menu<br />

offers a wide variety of wine and cocktails as<br />

well as light fare. As one of the area’s most<br />

popular destinations for locals, P.O.V. is a hotspot<br />

for D.C. politicians, power players, and <strong>social</strong>ites,<br />

as well as celebrities. Pointofviewdc.com<br />

Off the beaten path on Columbia Road in<br />

Adams Morgan, one can find Perry’s (pictured),<br />

an Asian restaurant with steep stairs leading to<br />

magnificent views of the city, with white twinkle<br />

lights and greenery providing a charming ambiance.<br />

As one would suspect, the menu carries<br />

mostly Asian fare. Perrysadamsmorgan.com<br />

Local 16 is listed as “centrally located” in the<br />

U Sreet district and it is a popular spot in a<br />

long-standing neighborhood. The menu is<br />

known for its farm-driven menu, offering<br />

choices that range from free-range chicken to<br />

wood-fire artisan pizzas. The second floor<br />

lounge offers a heated rooftop patio that locals<br />

enjoy year-round. Weekend brunch is a big hit,<br />

particularly the “drag” brunch on Sunday.<br />

Localsixteen.com � words by Diane Leone<br />

THE ART YOU<br />

MISSED WHILE<br />

YOU WERE<br />

JUST SAYING NO<br />

ReFocus: Art of the 1980s<br />

September 15, 2012 – January 6, 2013<br />

(904) 366�6911 | mocajacksonville.org<br />

October 2012 : 904theMagazine.com : 17


BY NATALIE WEARSTLER • PHOTOS COURTESY OF MAYO CLINIC JACKSONVILLE<br />

18 : 904theMagazine.com : October 2012


� PERSPECTIVE<br />

PRACTICE MAKES<br />

PERFECT<br />

High-tech simulation center is designed to help medical professionals<br />

handle real-life situations without the risk to patients.<br />

It's one thing to know the material; it's an entirely different thing to apply that knowledge in a<br />

high-pressure situation. Such is the logic behind high school drivers' education courses, preseason<br />

football games and the Simulation Center at Mayo Clinic Jacksonville. The center opened in<br />

April 2011 to serve as a training resource for Mayo employees, medical students from nearby universities,<br />

new residents and students from other countries. Mayo is currently completing construction on<br />

a new, $15 million, two-floor center that is set to open on January 1, 2013. The new center will have<br />

seven simulation rooms, and at least a few of them will resemble the current suites.<br />

� The Operating Room (OR) suite is almost exactly the same size as a typical Mayo OR. Physicians<br />

practice on equipment that they would use in real surgery situations. For example, students<br />

can practice airway management with a fully-functional anesthesia machine; simulate active fluid infusion<br />

management with vascular access devices, a four-channel Alaris Infusion Pump and a Patient<br />

Controlled Analgesia (PCA) pump; and access and update simulation patient medical records<br />

before, during and after a procedure.<br />

� This simulation Emergency Department/Intensive Care Unit (ED/ICU) patient room is approximately<br />

two-thirds of the size of an actual patient room at the hospital. Once the new center is complete,<br />

the room will be exactly the same size and equipment will be positioned just as it would be in<br />

an actual room.<br />

� The mannequin students and staff use during simulations is no ordinary piece of plastic. The<br />

Sim Man 3G mannequin contains a computer system that allows simulation supervisors to initiate<br />

body functions such as blinking, breathing, sweating, crying, and even seizing. And, although it's<br />

officially called the Sim Man, the mannequin can be turned into a sim woman in a matter of minutes.<br />

The mannequin is made to be as realistic as possible, and weighs approximately 120 pounds.<br />

Currently, the Simulation Center owns two mannequins (value: approximately $70,000 apiece) and<br />

is in the process of purchasing a third.<br />

� Each room is equipped with a video capture system that allows instructors to witness a scenario<br />

from three different perspectives on computer monitors in the control room. Instructors can interact<br />

with the learners in a variety of ways through special software, from speaking through the mannequin<br />

to a learner in the ED/ICU suite to flipping a black-out switch to simulate a power outage in the OR<br />

suite.<br />

� All of the functions and buttons on this headwall mimic the actual features of a patient room in<br />

the hospital's ICU. Since the mannequins can react to different gases, learners are able to practice<br />

administering oxygen, pumping carbon dioxide through a regulator, properly setting up a ventilator<br />

and face mask and using a call button for assistance in an arrest situation. The only difference in<br />

the simulation center call system is that it operates internally, so no on-duty doctors are at risk of<br />

responding to a sufering mannequin instead of an actual patient.<br />

� Actors often are employed to portray patient family members in the ED/ICU simulation room;<br />

this allows students and employees to practice their communication skills. Mayo sometimes uses<br />

actors from Theatre Jacksonville for these roles.<br />

� Perfecting the skills necessary to complete robotic procedures on the advanced da Vinci Surgical<br />

System takes time (not to mention a great degree of precision). Mayo owns a Mimic dV-Trainer<br />

machine that teaches the basic instruments and techniques through training modules and drills. At<br />

a cost of approximately $100,000, it might be the most expensive “video game” in the city. �<br />

October 2012 : 904theMagazine.com : 19


HEALTH �<br />

FISCAL EXAMS<br />

Taking care of business means taking care of top brass<br />

After nearly 29 years at<br />

Chick-fil-A, Don Perry, the<br />

company’s vice president<br />

of public relations, was taking<br />

on the PR challenge of a lifetime.<br />

In July, as Chick-fil-A came<br />

under fire for its public stance<br />

against gay marriage, Perry was<br />

seeking to distance his company<br />

from the controversy, saying<br />

Chick-fil-A would "leave the<br />

policy debate over same-sex<br />

marriage to the government and<br />

political arena." Nearly a week<br />

after issuing that statement,<br />

60-year-old Perry was dead, the<br />

victim of a massive heart attack.<br />

Chik-fil-A was suddenly left without<br />

one of its most important<br />

corporate voices during one of<br />

the most trying times in company<br />

history. Could an extensive<br />

physical allowed Perry enough<br />

time to change his lifestyle to<br />

prevent the heart attack? That<br />

remains unknown; but his case<br />

illustrates how many Fortune<br />

500 companies, and even<br />

20 : 904theMagazine.com : October 2012<br />

smaller entrepreneurial enterprises,<br />

are increasingly finding<br />

their <strong>fiscal</strong> health tied to their<br />

top executives’ physical wellbeing.<br />

In their role as the Ferraris of<br />

the corporate world, top executives<br />

race from shareholder<br />

meeting, to boardroom, to business<br />

trip, to corner office. But<br />

like any mean machine that runs<br />

hard, someone needs to check<br />

under the hood. According to<br />

2002 findings by the University<br />

of Michigan Management Research<br />

Center, executives who<br />

underwent physical <strong>exams</strong> had<br />

20 percent fewer health claims<br />

and lost 45 percent fewer workdays<br />

than those who did not. In<br />

addition, the National Institute<br />

for Health Care Management<br />

says that every dollar spent on<br />

preventive health services returns<br />

two to four dollars of value<br />

to a business.<br />

“Corporations need to protect<br />

their largest investment,<br />

their key leaders,” says Mark<br />

Moon, M.D., chair of the Mayo<br />

Executive Health Program in<br />

Jacksonville. Mayo is one of<br />

several local providers that offer<br />

executive health programs. Most<br />

of these programs are designed<br />

with two main considerations in<br />

mind: executives have unique<br />

health issues, and not much<br />

time to deal with them.<br />

“The main component of our<br />

program is a comprehensive,<br />

head-to-toe medical evaluation<br />

coordinated by board-certified<br />

Mayo Clinic internal medicine<br />

physicians,” he says. “Everything<br />

is done under one roof and is<br />

completed in one or two days.<br />

Afterwards, all of the test results<br />

are reviewed in a confidential<br />

face-to-face meeting.”<br />

The program also extends<br />

beyond the doctor’s office.<br />

“We also consult on life-work<br />

balance, travel, <strong>social</strong>, and<br />

family issues,” says Moon.<br />

Cenegenics is another local<br />

WORDS BY JOASH BRUNET<br />

provider of executive health<br />

services. Bradley Eye, director<br />

of clinical operations, says<br />

executive health programs must<br />

include one-on-one patient and<br />

physician interaction. “The<br />

executive evaluation process is<br />

about self-discovery, exposing<br />

your total health picture—not<br />

just a mere snapshot—and<br />

establishing your hormonal and<br />

metabolic baseline and your<br />

propensity for disease; notably<br />

stroke, heart disease, diabetes,<br />

cancer, Alzheimer's and dementia.<br />

We then create a hand-tailored<br />

program for the patient.”<br />

That program often includes<br />

diet, exercise and lifestyle<br />

changes.<br />

While the comprehensive<br />

testing and consultation afforded<br />

by executive health programs<br />

can bring peace of mind,<br />

the results can also serve as a<br />

startling wake-up call for many<br />

executives. “A study of our executives<br />

participating in our program<br />

for the first time has<br />

shown that over one-third of the<br />

executives walk out with a previously<br />

undiagnosed severe<br />

health condition,” says Moon.<br />

Sometimes these health conditions<br />

can be life threatening.<br />

Eye recounts one recent case<br />

at Cenegenics. “About a month<br />

ago, a gentleman was in for his<br />

appointment, and we scanned<br />

his carotid artery. The results<br />

alarmed him. We immediately<br />

sent the patient for an MRI<br />

which confirmed he had 90 percent<br />

blockage in one main artery,<br />

and 85 percent blockage in<br />

another. These type of blockages<br />

are called 'widow makers,'<br />

because the first symptom is<br />

death.” Eye says that patient<br />

was immediately referred for<br />

surgery and is now doing well.<br />

Corporate consulting firm<br />

Aon Hewitt estimates up to 50<br />

percent of publicly held companies<br />

offer senior managers an<br />

enhanced health care plan, and<br />

according to the Jacksonville<br />

Business Journal, about 1,000<br />

companies nationally enroll<br />

employees in executive health<br />

programs, including about 300<br />

in Florida. Packages of services


for executive health plans usually start around<br />

$2,000 and run up to $5,500, depending on<br />

the tests and assessments chosen.<br />

James Powell, owner of Medical Business<br />

Consulting, pays for his employees to visit the<br />

Cenegenics clinic in Jacksonville for executive<br />

health screenings. He considers it money well<br />

spent.<br />

“I really think that in terms of what you<br />

spend for each employee and what you get in<br />

return, it’s worth it. If you can cut back on the<br />

back end from what you spend on the front<br />

end, you get a return for your investment,”<br />

says Powell. “If you look at our executive<br />

workforce, they are stressed, many people are<br />

overweight—we are in sad shape. With the executive<br />

health program, I believe we have better<br />

morale, fewer HP issues and on overall<br />

healthier workforce.” �<br />

Joash Brunet is a writer/producer for Brunet-García<br />

Advertising with nearly 15 years of experience as<br />

a journalist and television producer.<br />

JOINING FORCES<br />

For the next several weeks, two Jacksonvillebased<br />

organizations will join forces to help<br />

wounded soldiers live productive, fulfilling lives.<br />

Acosta Sales & Marketing, a leading sales and<br />

marketing agency, and the Wounded Warrior<br />

Project, a non-profit that works to honor and<br />

empower wounded soldiers through a multitude<br />

of services and programs, recently kicked<br />

off the 2012 Believe in Heroes campaign.<br />

Now in its third year, the campaign brings<br />

together more than 50 of the nation’s leading<br />

brands and 70 of the nation’s largest grocery<br />

retailers to support Wounded Warriors through<br />

the simple task of grocery shopping.<br />

Retail partners (including Winn-Dixie, Rite<br />

Aid and Food Lion) will have special signage<br />

and point-of-purchase materials to raise funds<br />

through donations at registers, and participating<br />

brands will offer coupons in a newspaper<br />

insert that will be sent to 50 million homes<br />

nationwide on Sunday, November 4. The<br />

campaign is expected to raise $4 million for<br />

critical veteran programs provided by WWP.<br />

Consumers can also support the cause<br />

through donations by calling 855-997-4376, texting<br />

“WWP” to 90999 or purchasing licensed<br />

Believe in Heroes merchandise from the Believe<br />

in Heroes Gear Store. More at<br />

Acosta.com/bih. � words by Natalie Wearstler<br />

JACKSONVILLE’STOP<br />

(904) 389-3622<br />

904theMagazine.com<br />

LAWYERS<br />

Pick up the latest copy<br />

ON NEWSSTANDS NOW<br />

October 2012 : 904theMagazine.com : 21


OFFICE �<br />

SKIRTING THE<br />

RULES<br />

Demystifying the guidelines of a modern-day business wardrobe<br />

Set against the backdrop of<br />

an ever-evolving business<br />

landscape, the notion of<br />

“dressing to impress” can seem<br />

a bit antiquated. While old<br />

school business protocol suggests<br />

that anything less than a<br />

three-piece suit in the board<br />

room is unacceptable, the rules<br />

of business attire have evolved<br />

as startup culture, freelance<br />

professionals and even seasoned<br />

business veterans are<br />

now embracing a more casual<br />

approach to the first impression.<br />

22 : 904theMagazine.com : October 2012<br />

So just how important is your<br />

business wardrobe, and is it<br />

ever okay to bend fashion rules<br />

in the modern-day workplace?<br />

One needn’t look far to see<br />

that the term “business casual”<br />

has taken on a whole new<br />

meaning. Be it Mark Zuckerberg’s<br />

hoodie or the late Steve<br />

Jobs' infamous mock turtleneck<br />

and jeans combo, many modernday<br />

CEOs are choosing function<br />

over form.<br />

Famed Italian designer<br />

Miuccia Prada (Miu Miu, Prada)<br />

has said that fashion is “instant<br />

language,” in the sense that it<br />

allows someone to know you<br />

before you even utter a word.<br />

Your wardrobe is a method of<br />

communication. Those working<br />

in a corporate industry may<br />

focus on communicating that<br />

they are professionally-minded<br />

and, as such, might want to<br />

buck current fashion trends;<br />

but, those working in a creative<br />

industry have more room to<br />

express themselves through<br />

their wardrobe choices.<br />

WORDS BY VIRGINIA CHAMLEE • PHOTO BY AGNES LOPEZ<br />

Maxine McBride, CEO of<br />

Clockwork Marketing and a business<br />

etiquette expert, advocates<br />

“dressing for your calendar,” an<br />

idea that means your look might<br />

change depending upon whom<br />

you meet with on any given day.<br />

“If you’re meeting with someone<br />

in a corporate industry, it’s best<br />

to suit up,” she says. “But if<br />

you’re having an out-of-office<br />

lunch with someone in a more<br />

creative industry, it’s fine to wear<br />

something a bit more casual.”<br />

McBride has taught numerous<br />

classes on the importance of<br />

dressing professionally, but<br />

notes that she has seen definite<br />

changes in recent years. “With<br />

the influx in tech jobs, I’ve<br />

noticed an increase in casual<br />

workplaces,” she says. “While<br />

it’s important to be comfortable<br />

in your workplace, I have long<br />

advocated dressing for the job<br />

you want, not the job you have.<br />

And it’s always a good idea to<br />

err on the conservative side.”<br />

As a general rule, McBride<br />

recommends that every working<br />

professional own a suit, and<br />

learn how to create different<br />

looks around it. She also suggests<br />

investing in a good tailor<br />

and choosing quality over quantity.<br />

Though she notes that, in<br />

some industries, slacks and a<br />

golf shirt have become de<br />

rigeur, she offers up a word of<br />

advice: “Even a golf shirt needs<br />

to look new and it should always<br />

be ironed, so that the collar<br />

doesn’t fold down.”<br />

Locally, upscale clothing boutique<br />

Rosenblum’s has catered<br />

to First Coast business executives<br />

for over 100 years. Cindy<br />

Ralph, a wardrobe consultant at<br />

the popular clothier, says that<br />

she has noticed executives<br />

moving toward a more casual<br />

workplace look—but that<br />

doesn’t mean the black suit is<br />

becoming a relic of the past.<br />

“The workplace in Jacksonville<br />

is conservative, so shoppers still<br />

gravitate toward items that are<br />

polished and dressed up,” says<br />

Ralph. “But people seem to be<br />

growing tired of black. A popular<br />

trend among men is a pocket<br />

square and women are trying to


SHARP-DRESSED MAN<br />

DELIVERY SERVICE WANTS TO REINVENT THE WAY MEN SHOP<br />

Caught up in work responsibilities, sports stats and a revolving <strong>social</strong> life, there’s one<br />

part of men’s lives that often faces neglect: their wardrobes. Trunk Club, a Chicagobased<br />

styling service that launched in 2009, is helping men across the country trade<br />

in their threadbare t-shirts and torn jeans for a sartorial overhaul.<br />

With the convenience of seasonal wardrobe updates and a personal touch often<br />

lost in the identical racks of department stores, it’s a winning concept for guys who<br />

want to look sharp without having to visit the mall.<br />

When new clients sign up online, they are matched<br />

with a professional stylist who learns about each<br />

customer's wardrobe and style preferences.<br />

Then, a custom trunk of eight to 10 items from<br />

more than 50 brands of men’s casual wear is<br />

shipped straight to the client’s home.<br />

Clothing and accessories included<br />

in the trunk typically range in price<br />

from $70 to $800 and come from<br />

designers like Jack Spade, AG and<br />

Jeremy Argyle. The model is simple;<br />

keep what you like, send back what<br />

you don’t. There are no shipping<br />

costs and men are given<br />

a ten-day window to figure out<br />

which pieces garner a place in<br />

their closet before being<br />

charged. No membership fees<br />

or loss of man cred required.<br />

More at trunkclub.com. �<br />

words by Caitlyn Finnegan<br />

Congratulation to Marks Gray’s AV Peer Rated<br />

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integrate a pop of color into their workplace looks.”<br />

Instead of reaching for a black blazer, Ralph says<br />

women might now select a simple cardigan. But the<br />

move toward a hooded sweatshirt à la Zuckerberg is<br />

likely a long way off. “When it comes to the workplace,<br />

the bottom line hasn’t changed: professionals want<br />

people to notice them, not their clothes,” she says.<br />

Lois Pearce, co-owner of professional recruitment<br />

firm Pearce & Associates, has seen only a subtle shift<br />

in workplace attire in recent years. Her company<br />

specializes in outside sales recruiting, and many candidates<br />

meet with clients all day long. “Business professionals<br />

still want to see candidates in a suit for an<br />

interview, conservative necklines for women. It sets<br />

the tone for a meeting. Some of our business casual<br />

clients (in the technology sector, for instance) wear<br />

golf shirts and slacks for inside sales, but many of<br />

those are company logo,” she says. “However, there<br />

are still many industries where an outside sales rep<br />

is expected to wear a suit even in the hot Florida<br />

weather. “<br />

Despite a move toward a more casual wardrobe in<br />

some offices, most members of the modern-day<br />

workforce are still better off if they suit up—especially<br />

if they want to get ahead. “I know it makes a<br />

difference in my interest level in what [an employee]<br />

has to say if they are professionally attired,” says<br />

Pearce, adding that the old adage “dress for success”<br />

still rings true in 2012. “You don’t get a second<br />

chance at a first impression.” �<br />

Virginia Chamlee is a former political and legal journalist<br />

who currently works as a marketing proposal coordinator.<br />

attorneys<br />

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October 2012 : 904theMagazine.com : 23


MEDIA �<br />

SOCIAL NORMS<br />

Corporate recruiters are looking online for their next candidates.<br />

Does your profile stand out?<br />

It’s hard to believe that<br />

LinkedIn is less than a decade<br />

old. When the professional <strong>social</strong><br />

networking site launched in<br />

May of 2003, it had only 4,500<br />

members at the end of its first<br />

month. Today, the site claims 175<br />

million members in 200 countries.<br />

Baby boomers, a group<br />

which had been reluctant to<br />

embrace other <strong>social</strong> networks,<br />

have flocked to the site for networking,<br />

company research, and<br />

of course, their next job. The rise<br />

of LinkedIn may even cause the<br />

demise of the essential job<br />

search tool; experts predict that<br />

the resume will be extinct within<br />

a few years.<br />

And, few will miss it.<br />

Why would we cling to a lifeless<br />

piece of paper? Both sides<br />

of the employment equation are<br />

weary of the obligatory onepager<br />

that tries to hide gaps,<br />

highlight accomplishments, and<br />

24 : 904theMagazine.com : October 2012<br />

at the same time edit out “maturity”<br />

like an ill-fitting pair of<br />

Spanx. An online profile at<br />

LinkedIn offers a comprehensive<br />

look at a candidate that can be<br />

updated in real time; you can include<br />

experience, education and<br />

certifications, but also awards,<br />

writing samples (if you have a<br />

blog or links to publications),<br />

and references from coworkers<br />

and customers in addition to<br />

obligatory former bosses.<br />

“Social networks have finally<br />

flattened the recruiting world,”<br />

says Tom Nolan, a senior executive<br />

recruiter at Bishop Executive<br />

Services. He specializes in<br />

medical device sales and executive<br />

positions, choosing a headhunter<br />

career after leaving PSS<br />

World Medical in 2010. Nolan<br />

says that his job is very different<br />

than it would have been just a<br />

few years ago. “Geography<br />

doesn’t matter anymore; I can<br />

find a candidate in any part of<br />

the country with just a few<br />

clicks.”<br />

Nolan is in good company.<br />

Jobvite’s 2012 <strong>social</strong> media survey<br />

reported that 93 percent of<br />

recruiters use LinkedIn to find<br />

candidates, up from 87 percent<br />

in 2011 and 78 percent in 2010.<br />

Nolan says that 30 percent of<br />

his hires have come from research<br />

on LinkedIn, while most<br />

of the others come through traditional<br />

personal referrals. Nolan<br />

estimates that he spends 75 to<br />

80 percent of his day on <strong>social</strong><br />

media sites.<br />

Angie Tekin, who does business<br />

development for Oasis<br />

Staffing, confirms that Oasis recruiters<br />

spend a good deal of<br />

time and energy on sites like<br />

LinkedIn, looking for both active<br />

and passive candidates.<br />

The Jobvite survey also found<br />

that 49 percent of companies<br />

WORDS BY CANDACE MOODY<br />

reported an increase in the<br />

quantity of candidates for open<br />

positions; 43 percent said that<br />

the quality of candidates had<br />

improved. Time to hire can be<br />

reduced by 20 percent, a key<br />

factor for businesses recruiting<br />

from a small pool of workers<br />

with specialized skill sets.<br />

Tekin and Nolan both use<br />

LinkedIn to develop business<br />

leads, as well. Each week,<br />

LinkedIn users get an email<br />

update with a list of who has<br />

changed companies, accepted a<br />

new position or been promoted.<br />

“It’s easy to see former clients<br />

or associates who might be in a<br />

position to do business with you,<br />

and it takes just a click to reach<br />

out to them,” Tekin says.<br />

Rachel Stromberg is a training<br />

professional who specializes<br />

in leadership development for<br />

large corporations. She has<br />

received several calls from recruiters<br />

over the past few years,<br />

and took an offer last year that<br />

originated through a LinkedIn<br />

contact from a recruiter. After<br />

the company’s business model<br />

changed, she found herself in<br />

the market again, and her first<br />

priority was to update her<br />

LinkedIn profile. She uses her<br />

resume in order to connect people<br />

to her LinkedIn URL. “It’s a<br />

more complete picture of what I<br />

have to offer,” says Stromberg.<br />

She also carefully monitors the<br />

feature that allows users to see<br />

how many times their profile has<br />

been viewed over the past few<br />

days. “If any of my viewers are<br />

recruiters, I’ll reach out to them<br />

and connect,” she says.<br />

Greg Cone, recruiting manager<br />

for Incepture, originally a<br />

subsidiary of Florida Blue, oversees<br />

staffing for a national client<br />

base. “Social media is front and<br />

center as a tool for our recruiters,”<br />

says Cone. “Sites like<br />

LinkedIn have taken most of the<br />

tedious footwork—and some of<br />

the guesswork—out of finding<br />

candidates. We can see not only<br />

the skills a candidate has, but<br />

the associates and connections<br />

he has as well. We also check<br />

into sites like Facebook, which<br />

give us a glimpse into personality


and interests. It helps us make a better match<br />

between the candidate and the corporate culture<br />

we’re servicing.”<br />

Whether the traditional resume's days are<br />

numbered remains to be seen; Richard Bolles<br />

(of What Color is Your Parachute? fame) predicted<br />

its demise in 1970. Traditional hiring<br />

managers may still be asking for a piece of<br />

paper; paper is tangible and comforting. Social<br />

networks give you a view of the whole<br />

person; they tell a story. And soon, the first<br />

generation that has always had Facebook as<br />

part of its zeitgeist will be joining the labor<br />

market. As digital natives grow up to become<br />

HR managers, they may eventually view resumes<br />

as relics, like illustrated manuscripts<br />

and books with actual pages. �<br />

Candace Moody is VP Communications at First<br />

Coast Workforce Development, which serves six<br />

counties in Northeast Florida.<br />

FANTASY ISLANDS<br />

As if Facebook wasn't enough of a distraction<br />

for employees at work, the NFL season is now<br />

underway. To millions across the country<br />

(mostly guys, and you know who you are) that<br />

means fantasy football leagues are running<br />

full speed ahead. Estimates are that more than<br />

22 million participate in fantasy leagues across<br />

the country. According to quick math compiled<br />

by outplacement firm Challenger, Grey &<br />

Christmas, if all those American workers spend<br />

one hour a week managing their fantasy football<br />

team during the typical 15-week fantasy<br />

season, the cost to the nation's employers in<br />

terms of wages paid to unproductive workers<br />

would be more than $6 billion. In the big picture<br />

that is the U.S. economy, that's not a staggering<br />

number. However, it is something about<br />

which businesses need to be aware.<br />

Football is far and away the popular fantasy<br />

sport, played by roughly 80 percent of all fantasy<br />

league participants. According to research,<br />

players spend up to nine hours a week planning<br />

and plotting their strategies for weekly<br />

match ups in 70 million free and paid leagues.<br />

The latest Bureau of Labor Statistics data<br />

show that weekly earnings for all Americans in<br />

the second quarter of the year averaged $773,<br />

or $19.33 per hour. Assuming on the conservative<br />

side that fantasy football participants<br />

spend one hour each week researching stats<br />

and tweaking their rosters, Challenger multiplied<br />

the $19.33 figure by the 22.3 million<br />

employed participants (an estimate based on<br />

figures from the Fantasy Sports Trade Association).<br />

That results in a dollar amount of about<br />

$430.9 million each week ($6.46 billion for a<br />

season) in unproductive wages paid by<br />

employers to fantasy footballers.<br />

"Employers will not see any impact on their<br />

bottom line and, for the most part, business<br />

will proceed as usual," says CEO John Challenger.<br />

“However, even if the economic impact<br />

is faint, it is important to acknowledge fantasy<br />

football's overall impact as a societal and<br />

workplace phenomenon.” � words by John O’Mara<br />

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October 2012 : 904theMagazine.com : 25


ETHICS �<br />

MEISSEN MYSTERY<br />

Sometmes a tea pot is much more than meets the eye<br />

In late September 2010, Holly<br />

Keris, curator of The Cummer<br />

Museum of Art & Gardens,<br />

was attending the annual Florida<br />

Association of Museums conference<br />

in West Palm Beach when<br />

she received an urgent call from<br />

a Cummer staff member.<br />

“We’ve just had a phone call,<br />

and we think you should address<br />

it now,” said the voice on<br />

the other end of the line. “Don’t<br />

wait until you come back to the<br />

office.”<br />

The phone call that required<br />

Keris’s immediate attention was<br />

from Victor von Klemperer, a<br />

New York businessman who informed<br />

Keris that two pieces in<br />

The Cummer’s collection of early<br />

Meissen porcelain—a coffeepot<br />

and a teapot—had been confiscated<br />

from the von Klemperer<br />

family by the Nazis during World<br />

War II. “I trust you will do the<br />

right thing and restore them to<br />

my family,” he told her.<br />

26 : 904theMagazine.com : October 2012<br />

“I remember thinking the<br />

irony was great, given the fact<br />

that I was doing this presentation<br />

[on the porcelain collection]<br />

in three hours time,” says Keris,<br />

who had been in the midst of<br />

preparing for a panel discussion<br />

entitled “Nazi Era Provenance<br />

Research in Florida Museums.”<br />

“I also remember thinking,<br />

‘This is going to change how I<br />

spend my time for the next<br />

year,’” she says.<br />

In fact, researching the chain<br />

of ownership (or, in art lingo,<br />

“provenance”) of the two pieces<br />

and resolving the von Klemperer<br />

claim would consume the better<br />

part of the next two years. It was<br />

a process that Keris likens to<br />

solving a puzzle; she had the<br />

starting point and the ending<br />

point, but had to reconstruct the<br />

middle of the story.<br />

The coffeepot and teapot in<br />

question were part of The Cummer’s<br />

Constance I. and Ralph H.<br />

Wark Collection of Early Meissen<br />

Porcelain. The German-born<br />

Wark began collecting Meissen<br />

porcelain in 1922 while living and<br />

traveling throughout Europe.<br />

When he fled to America following<br />

the outbreak of World War II,<br />

Wark left his nascent collection<br />

with a neighbor in Hamburg,<br />

Germany, where it miraculously<br />

survived the Allied bombings.<br />

After the war, the neighbor<br />

shipped the pieces to Wark in<br />

the United States, who continued<br />

to add to his collection before<br />

donating more than 700<br />

items to the four-year-old<br />

Cummer Gallery in 1965.<br />

One fact was clear as Keris<br />

began her research: Wark himself<br />

indicated in his records that<br />

the coffeepot and teapot had<br />

been identified as part of the<br />

von Klemperer collection when<br />

he bought them. Had the items<br />

been sold by the von Klemperers<br />

or stolen from them?<br />

WORDS BY SANDRA HENDRICKS<br />

Gustav von Klemperer’s Meissen<br />

porcelain collection was<br />

well known in fine art circles in<br />

the early 20th century. The<br />

German banker had amassed<br />

and catalogued 834 pieces,<br />

including a chandelier, figurines,<br />

vases, plates, coffee and tea<br />

services. To date, it is still considered<br />

to be one of the most<br />

extensive and exemplary private<br />

collections of Meissen ever assembled.<br />

When von Klemperer<br />

died in 1926, the collection was<br />

passed on to his heirs.<br />

Just a few years later, the<br />

Nazi Party came to power in<br />

Germany and systematically<br />

began looting Europe of anything<br />

of value—gold, silver, jewels,<br />

cultural treasures and artwork.<br />

The von Klemperers’ Meissen<br />

collection was an obvious target.<br />

Victor von Klemperer told The<br />

Jewish Chronicle in 2010 that the<br />

Nazis offered his grandfather<br />

money for the collection, but<br />

were refused. Eventually,<br />

though, they got what they<br />

wanted. When the von Klemperer<br />

family fled Germany in<br />

1938, the Nazis immediately<br />

seized their Meissen collection<br />

and shipped it to Dresden’s<br />

porcelain museum. Later the<br />

collection was packed up and<br />

hidden in the outskirts of the<br />

city. What happened to it from<br />

that point is still in question.<br />

In 1951, part of the collection<br />

was discovered in the rubble of<br />

the courtyard of a royal palace<br />

in Dresden that had been destroyed<br />

during the Allied bombings.<br />

The surviving items were<br />

restored and displayed in the<br />

Dresden Porcelain Collection.<br />

After German reunification in<br />

1991, 83 pieces were returned to<br />

the von Klemperer heirs, who<br />

promptly donated 63 of them<br />

back to the museum. In 2008,<br />

the porcelain museum found<br />

another two boxes of the von<br />

Klemperers’ Meissen in its<br />

storerooms, which were returned<br />

to the heirs, as well.<br />

Nevertheless, hundreds of<br />

pieces from the collection<br />

remain unaccounted for.<br />

Despite Keris’ diligent<br />

research, the exact process of<br />

TEAPOT, 1723, PORCELAIN, 4 IN., AG.1965.36.70. COURTESY OF THE CUMMER MUSEUM OF ART & GARDENS. PHOTOGRAPH BY BRIAN SHRUM.


how two of the pieces<br />

ended up in Ralph Wark’s<br />

collection still is not entirely<br />

clear. Wark’s records indicate<br />

that one of the pieces<br />

was purchased through the<br />

Dresden museum, the other<br />

from a dealer. Keris was<br />

able to reconstruct portions<br />

of the provenance, but the<br />

entire chain of ownership<br />

from the von Klemperers to<br />

Wark remains incomplete.<br />

People pass away. Memories<br />

fail. Records are lost or<br />

destroyed.<br />

The von Klemperer claim<br />

is not the first that The<br />

Cummer has entertained. In<br />

1999, the Grassi Museum in<br />

Leipzig, Germany, requested<br />

the return of a Meissen<br />

vase that it said was looted<br />

from its collection during<br />

World War II. In that case,<br />

the Grassi Museum was<br />

able to provide a photograph<br />

of the vase, easily identified<br />

by a telltale crack on its<br />

neck. The claim was resolved<br />

quickly and the vase<br />

returned. Two more claims<br />

currently are in the research<br />

phase: one for a piece of<br />

17th-century decorative art,<br />

and another for a 17th-century<br />

oil painting.<br />

Keris says each claim is<br />

researched thoroughly, balancing<br />

the evidence of the<br />

claimants against the responsibility<br />

of the museum.<br />

“These things have entered<br />

our collection and have<br />

been put in public trust for<br />

us to preserve for perpetuity,”<br />

she says. “We take that<br />

very seriously. We would not<br />

just automatically turn over<br />

something that anyone<br />

came knocking for.”<br />

In the case of the von<br />

Klemperer claim, the museum<br />

ultimately decided to<br />

return the items based not<br />

on an “A-ha!” discovery<br />

during research, but on<br />

what the documented circumstances<br />

reasonably<br />

suggested. “We had no<br />

evidence to contradict what<br />

the von Klemperers said<br />

happened to their collection,<br />

combined with the fact<br />

that Mr. Wark was told when<br />

he bought the items that<br />

they came from the von<br />

Klemperers,” says Keris.<br />

“We found no evidence of<br />

the von Klemperers selling<br />

pieces from their collection.<br />

The historical record<br />

seemed to present the fact<br />

that the collection really did<br />

remain intact until the moment<br />

that it was seized.”<br />

Although title to the<br />

pieces has been transferred<br />

to the von Klemperer heirs,<br />

the family has agreed to<br />

DOING YOUR CIVIC DUTY<br />

THE 2012 ELECTION SEASON IS BUILDING STEAM TO A BIG FINISH.<br />

allow the refugee Meissen<br />

pieces to remain on display<br />

at The Cummer for a year.<br />

“We at the museum feel<br />

strongly that this was the<br />

right thing to do,” says<br />

Keris. “We are proud of<br />

doing the right thing. We<br />

didn’t want this to be a<br />

quiet transfer. This is a<br />

moment for us to be able<br />

to educate our public—to<br />

be able to call attention to<br />

the unfortunate history of<br />

these two pieces.”<br />

The coffeepot and teapot<br />

are now in a special display<br />

case in The Cummer’s<br />

porcelain gallery, along with<br />

the rest of the Wark collection.<br />

Accompanying panels<br />

tell the story of the von<br />

Klemperers, the manner in<br />

which their collection was<br />

seized, and the way these<br />

two particular pieces are<br />

finding their way back to the<br />

family. Public programming<br />

and lectures throughout the<br />

year will highlight the von<br />

Klemperer story and the<br />

issue of Nazi-looted art in<br />

general, providing a satisfying<br />

epilogue to a tale of<br />

suffering and injustice. �<br />

Sandra Hendricks is a<br />

freelance writer who enjoys<br />

exploring and writing about<br />

North Florida.<br />

Jerry Holland, Duval County Supervisor of Elections, expects a heavy voter turnout on November<br />

6. In addition, the ballot itself this year is a lengthy document with all the expected<br />

public offices up for vote as well as 11 proposed Florida constitutional amendments. Just<br />

reading through the ballot is going to take some time, let alone deciding on a particular candidate<br />

or side; so, in an effort to reduce the lines and waiting times at polling places, his office<br />

has been very proactive in spreading the word about early voting. In September, the<br />

Supervisor of Elections office sent out thousands of vote-by-mail request forms to registered<br />

voters in Jacksonville. If you didn't receive one or want to vote early at a polling<br />

station, there's still time to avoid the expected crush of enthusiasm on election day.<br />

Here's what you need to know. First, in order to vote at all one must be registered no<br />

later than 29 days before any election.<br />

There are 17 early voting sites spread around the city, most being located in public library<br />

buildings. These sites will be open October 27 through November 3, from 7 AM to 7 PM. Anyone<br />

registered to vote in Florida and living in Duval County may vote at any early voting site<br />

during this period. On election day, you must visit the precinct site stipulated on your voter<br />

registration card.<br />

Any new vote-by-mail request must be received by the Supervisor of Elections office by<br />

close of business on Wednesday, October 31. The actual absentee ballot must be returned<br />

by 7 PM on November 6. It can be mailed in or even dropped off at a polling location on<br />

election day—which is nice, but kind of defeats the purpose of a vote-by-mail form, don’t<br />

you think?<br />

For more info, visit the Supervisor's office at 105 E. Monroe Street, go online or call (904)<br />

630-1414. � words by John O’Mara<br />

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October 2012 : 904theMagazine.com : 27


MONEY �<br />

VICIOUS CYCLES<br />

Historically, election seasons have always caused fluctuations<br />

in the stock market. Here’s how to navigate this one.<br />

The presidential election is<br />

in full swing and, when you<br />

cut through all the noise<br />

and rhetoric, there’s one issue<br />

that will likely end up dominating<br />

the race: the economy.<br />

President Obama says the<br />

economy is moving forward and,<br />

while the gains have not been<br />

as fast as he and others hoped,<br />

he is laying the foundation to<br />

get it back on track. Mitt Romney,<br />

the Republican Party nominee,<br />

says he has the private-sector<br />

experience to grow jobs and<br />

instill consumer confidence in<br />

the economy again.<br />

The jabs and figures flying<br />

back and forth can be difficult<br />

for an individual investor to<br />

decipher alone. Local financial<br />

experts have varying opinions<br />

on the effect that November’s<br />

biggest race could have on the<br />

28 : 904theMagazine.com : October 2012<br />

financial markets, but the overriding<br />

theme is that it’s just one<br />

piece of a very complicated<br />

economic puzzle.<br />

Uncertainty in terms of policy<br />

is a key factor in businesses and<br />

investors standing still, says<br />

Tom Forbes, senior vice president,<br />

investment officer and<br />

fundamental choice portfolio<br />

manager at The Forbes &<br />

Thompson Wealth Management<br />

Group of Wells Fargo Advisors,<br />

LLC in Jacksonville.<br />

“What the market needs most<br />

is clarity,” says Forbes. “Businesses<br />

are slow to hire and<br />

make long-term plans because<br />

they don’t know what’s going to<br />

happen when we run into another<br />

sunset.”<br />

After a last-minute, two-year<br />

extension in 2012, the Bush tax<br />

cuts are again set to expire on<br />

December 31, unless the government<br />

intervenes once more. This<br />

also includes the 15 percent tax<br />

on capital gains that Forbes<br />

says many people expect to<br />

increase. That may encourage<br />

people to sell before the end of<br />

the year in an attempt to take a<br />

potential profit now at a lower<br />

tax rate, says Forbes.<br />

Technically, when an investor<br />

buys stock, he or she is buying a<br />

small share of that company,<br />

says Jon Lyon, a professor of<br />

business and finance at Florida<br />

State College at Jacksonville and<br />

a member of the board of directors<br />

for First Florida Credit Union.<br />

But, in reality, Lyon says investors<br />

are buying that company’s ability<br />

to make money—which, he says,<br />

will be dramatically affected by<br />

the results of the election in<br />

November.<br />

WORDS BY MATT GALNOR<br />

Lyon says investors will be<br />

more likely to put money into<br />

the markets if Romney is<br />

elected because he believes<br />

Romney is more likely to let<br />

businesses grow without further<br />

regulations and that investors<br />

will respond.<br />

One popular theory from<br />

market historian Yale Hirsch is<br />

the “Presidential Election Cycle<br />

Theory,” which indicates that the<br />

first year of a president’s term<br />

typically sees a down market,<br />

while there is often improvement<br />

the next three years. That<br />

theory has not held much as of<br />

late, including Obama’s first<br />

term, and experts caution investors<br />

about speculating on<br />

short-term results.<br />

“Trying to guess at what will<br />

happen over a short period in<br />

the markets is just that, a<br />

guess,” says John Murphy, an<br />

investment manager and stockholder<br />

with Butensky & Cohen<br />

Financial Security Inc. in Ponte<br />

Vedra Beach.<br />

Murphy says politics are just<br />

one factor in how the markets<br />

perform and points to the terrorist<br />

attacks on September 11,<br />

2001, as a prime example.<br />

“Had you asked anyone before<br />

those attacks how the markets<br />

were going to perform over the<br />

next six to twelve months, do<br />

you think any of them would<br />

have guessed the magnitude of<br />

the market drop based on a terror<br />

attack that we had?” Murphy<br />

asks.<br />

While many voters perceive<br />

Romney as a better candidate<br />

for businesses than Obama,<br />

Forbes says he’s more of an unknown.<br />

Obama has been in office<br />

for four years; people have<br />

a good idea of what he’ll do if he<br />

wins a second term. Even if<br />

there’s an initial flurry to buy if<br />

Romney wins, policy overhauls<br />

would be needed to sustain potential<br />

long-term gains. More<br />

money has been moved into<br />

bond markets over the last two<br />

years, which is an indication<br />

that there is reluctance among<br />

investors.<br />

“They’ve been whipsawed<br />

around these last few years and


are hesitant to make any big bets,” says<br />

Forbes.<br />

Lyon expects the markets to swing even<br />

before the election, simply based on where<br />

the two candidates are in the polls. If it looks<br />

like Obama will be re-elected, Lyon expects<br />

the markets to trend down, and he predicts<br />

that the markets would likely rise if Romney<br />

can carve out a lead.<br />

“You’ll see the market start handicapping<br />

different races and reacting accordingly,”<br />

says Lyon.<br />

But that doesn’t mean he thinks individual<br />

investors should jump back and forth every<br />

time a new poll is released. Instead, Lyon<br />

recommends holding tight for now until and<br />

making a decision once the election is over—<br />

or once there’s a very clear indication of who<br />

will win. �<br />

Matt Galnor is a Jacksonville writer who primarily<br />

covered government and politics over a 15-year<br />

career in newspapers.<br />

SMART MONEY<br />

Personal finance is listed as one of the biggest<br />

sources of stress for military families, according<br />

to a survey conducted by the Department<br />

of Defense. Here in Jacksonville, that stress<br />

hits close to home for many families. No need<br />

to worry, though; there’s an app for everything,<br />

even a soldier’s finances. The challenges of<br />

juggling deployments, frequent moves and the<br />

basics of every day life can now be managed<br />

on one program.<br />

McGraw-Hill and the Better Business Bureau<br />

created the free “Military and Money” app and<br />

website to help users make educated decisions<br />

about money. The app provides training<br />

videos on budgeting, calculators to track cash<br />

flow and build savings and debt reduction<br />

plans, and a prompt that sends monthly savings<br />

reminders to your phone. It also features<br />

a toolbox that includes tips for budgeting,<br />

credit cards, savings, deployment, retirement<br />

and home buying.<br />

The application is part of the government’s<br />

“Joining Forces” initiative, which motivates all<br />

areas of society to give U.S. service members<br />

and their families the opportunities and support<br />

they deserve. The free app is compatible<br />

with iPhones and iPads, but is not currently<br />

available on the Android network.<br />

More at militaryandmoney.com �<br />

words by Jessica Oliver<br />

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THE FIRST &<br />

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Jacksonville Magazine subscribers received their<br />

copy of this 100-page guide with their August edition.<br />

If you don’t have one, call (904) 389-3622 to order.<br />

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October 2012 : 904theMagazine.com : 29


MARKETING �<br />

MAPPING A<br />

MARKETER<br />

Today, a job description and expected<br />

responsibilities can be very fluid things<br />

It’s not news to report that<br />

technological advancements<br />

have changed the way we live<br />

and work. In business, technology<br />

has forced us to progress<br />

from merely knowing how to operate<br />

a fax machine to knowing<br />

how to use online accounting<br />

software and navigate a multitude<br />

of purchasing, procurement,<br />

customer service and<br />

marketing systems. And for<br />

some industries, entire career<br />

skill-sets are changing. Take<br />

marketing, for example.<br />

The graphic presented here<br />

represents an actual “mind<br />

map” job description for a junior<br />

in-house marketing coordinator<br />

position created by Steve<br />

Lovett, principal at ELM, a<br />

Jacksonville architectural firm.<br />

The firm has outsourced most<br />

marketing and public relations<br />

services in the past and is ready<br />

to create an in-house position.<br />

When asked what the firm was<br />

looking for in an ideal junior<br />

marketer, Lovett did what most<br />

architects would do—he started<br />

drawing and came up with this<br />

detailed illustration of the many<br />

challenges inherent in the<br />

question.<br />

“The dimensions of marketing<br />

are more complex and the tools<br />

are advancing quickly,” Lovett<br />

explains. “We're looking for a collaborator—someone<br />

who understands<br />

what’s possible and can<br />

communicate our firm’s unique<br />

expertise using tomorrow's full<br />

toolkit and technologies.”<br />

Since the advent of desktop<br />

publishing in the 1980s, it has<br />

not been unusual for small businesses<br />

to ask for cross-capability<br />

skills from a single marketing<br />

staffer that include newsletter<br />

writing, design, printing and dis-<br />

30 : 904theMagazine.com : October 2012<br />

tribution. In many large businesses,<br />

each one of those can<br />

be a separate job. And with the<br />

advent of technology including<br />

websites, <strong>social</strong> media and<br />

blogs, today’s businesses are<br />

seeking marketers with an even<br />

wider set of skills, which may<br />

encompass myriad capabilities<br />

such as:<br />

A. Digital Asset Management<br />

• Ability to perform website<br />

updates utilizing a content<br />

management system.<br />

• Ability to produce monthly<br />

analytics reports highlighting<br />

site usage and traffic trends<br />

• Ability to maintain, create and<br />

distribute e-newsletters and<br />

e-blasts<br />

B. Print Management<br />

• Ability to create print and digital<br />

marketing materials including<br />

brochures, presentations<br />

and other marketing materials<br />

using Adobe InDesign<br />

C. Social Media Management<br />

• Ability to tie <strong>social</strong> media assets<br />

(Facebook, Twitter, blog)<br />

to overarching company marketing<br />

and awareness goals<br />

D. Content Development<br />

• Ability to write compelling copy<br />

for all marketing materials including<br />

print, website, e-blasts,<br />

blogs and press releases<br />

E. Public Relations<br />

• Ability to generate awareness<br />

via local and trade press releases<br />

and personal relationships<br />

with the media<br />

It goes without saying that it<br />

will take a talented and efficient<br />

person to fill such a post. If<br />

you’d like to weigh in on what<br />

skills you think a junior marketer<br />

should have, visit BBased.com,<br />

click the NEWS tab in the upper<br />

right and scroll down to the<br />

skills survey. �<br />

Jan Korb is President/CEO of<br />

Broadbased Communications in<br />

Jacksonville.<br />

WORDS BY JAN KORB


October 2012 : 904theMagazine.com : 31


JACKSONVILLE’S<br />

LAWYERS<br />

32 : 904theMagazine.com : October 2012<br />

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There is scuttlebutt in the local<br />

legal community that a very highprofile<br />

court case will be tried in<br />

Jacksonville, perhaps starting<br />

early next year. According to the<br />

State Attorney’s office, no motion<br />

has yet been filed by either side<br />

to move the second-degree murder<br />

trial of George Zimmerman<br />

from the central Florida circuit.<br />

But rumors are that it’s only a<br />

matter of time. The case is on its<br />

third judge so far. The next pretrial<br />

hearing is set for October 17.<br />

The reasons why a Jacksonville<br />

venue makes sense start<br />

with the fact that State Attorney<br />

and prosecutor Angela Corey<br />

lives and works here. It would<br />

seem unlikely that the case will<br />

go to trial in Sanford or anywhere<br />

near Orlando for fear that the jury<br />

pool is already tainted and that<br />

racial tensions in the area will<br />

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Jacksonville is far enough away<br />

to diffuse at least some of the<br />

tension, but close enough to<br />

make a trial here logistically<br />

possible for the involved parties.<br />

Plus, we have a big and shiny<br />

new courthouse capable of<br />

accommodating the hoards of<br />

media that will gather out front<br />

during each day of the trial.<br />

So, will the trial location be<br />

moved a couple hours’ drive north<br />

on I-95? Perhaps, but expect the<br />

media focus on the court battle to<br />

be extreme, regardless of where<br />

in Florida the jury convenes.<br />

High-profile cases like trying<br />

the killer of Trayvon Martin are<br />

red meat for news organizations.<br />

However, courtroom drama like<br />

this represents only a tiny fraction<br />

of the daily happenings involved<br />

in the legal profession. In<br />

fact, most lawyers readily admit<br />

their daily routine involves far<br />

PHOTO BY AGNES LOPEZ


more time behind a desk or in front of a computer than pacing in<br />

front of a judge exclaiming "I object!" The typical law office is not a<br />

hatchery for breaking news, but it can be a challenging environment<br />

in a competitive profession that demands both lawyerly<br />

smarts and determined effort.<br />

Because so much of the work is completed behind closed doors,<br />

and because most of us squirm at the idea of reading documents<br />

packed with legalese, determining a legal eagle from a bumbling<br />

barrister can be a vexing dilemma for the average Joe. Fortunately,<br />

firms like LexisNexis® Martindale-Hubbell® are around to help sort<br />

out the average from the really good.<br />

Generations of lawyers have relied on LexisNexis® Martindale-<br />

Hubbell® as an authoritative resource for information on the worldwide<br />

legal profession. With a history spanning 140 years, the<br />

Martindale-Hubbell Legal Network is powered by a database of<br />

over one million lawyers and law firms in over 160 countries. Thousands<br />

of people use the network every day to find local attorneys,<br />

THE LIST:<br />

ADMINISTRATIVE &<br />

REGULATORY<br />

Sidney F. Ansbacher<br />

GrayRobinson, P.A.<br />

ADMINISTRATIVE &<br />

LEGISLATIVE ADVOCACY<br />

Terrence Russell<br />

Fowler White Boggs P.A.<br />

ADMINISTRATIVE HEARINGS<br />

& APPEALS<br />

Elizabeth M. Oakes<br />

ADMINISTRATIVE LAW<br />

Robert M. Rhodes<br />

Christine C. Whitney<br />

ADMINISTRATIVE LITIGATION<br />

David G. Tucker<br />

ADVERTISING LAW<br />

John Wells King<br />

AFFORDABLE & WORKFORCE<br />

HOUSING<br />

Peter L. Dame<br />

Akerman Senterfitt<br />

AGE DISCRIMINATION<br />

Mike E. Jorgensen<br />

AGENTS & BROKERS ERRORS<br />

& OMISSIONS<br />

Geoffrey D. Sessions<br />

Hinshaw & Culbertson LLP<br />

ALCOHOLIC BEVERAGES<br />

& TOBACCO LAW<br />

Miriam S. Wilkinson<br />

Mathis & Murphy, P.A.<br />

APPELLATE<br />

Robert C. Gobelman<br />

Marks Gray, P.A.<br />

Lee Stathis Haramis<br />

GrayRobinson, P.A.<br />

Peter O. Larsen<br />

Akerman Senterfitt<br />

David E. Otero<br />

Akerman Senterfitt<br />

APPELLATE PRACTICE<br />

Neal L. Betancourt<br />

Rotchford & Betancourt, P.A.<br />

Rebecca Bowen Creed<br />

Creed & Gowdy, P.A.<br />

Roy B. Dalton, Jr.<br />

Bryan S. Gowdy<br />

Creed & Gowdy, P.A.<br />

Robert B. Guild<br />

Matthews & Guild P.A.<br />

Jane A. Lester<br />

J. Stephen O’Hara, Jr.<br />

O’Hara Law Firm Professional Association<br />

Susan S. Oosting<br />

O’Hara Law Firm Professional Association<br />

Raymond L. Roebuck<br />

APPELLATE PRACTICE<br />

& ADVOCACY<br />

Michael J. Korn<br />

Korn & Zehmer Professional Association<br />

James T. Miller<br />

APPELLATE/APPEALS<br />

D. Gray Thomas<br />

AUTOMOBILE ACCIDENTS<br />

Jay C. Howell<br />

S. Perry PenLand, Jr.<br />

AUTOMOBILE &<br />

TRUCK ACCIDENTS<br />

Jeffery B. Morris<br />

AUTOMOTIVE<br />

Gardner F. Davis<br />

Foley & Lardner LLP<br />

Kevin E. Hyde<br />

Foley & Lardner LLP<br />

Timothy J. McDermott<br />

Akerman Senterfitt<br />

AV-RATED COMMERCIAL<br />

LITIGATION<br />

Alexandra Hedrick<br />

BAD FAITH & EXTRA-<br />

CONTRACTUAL LIABILITY<br />

Joseph Kissane<br />

Cole, Scott & Kissane, P.A.<br />

BANKING<br />

James I. Vance Berry, Jr.<br />

Stoneburner Berry Glocker Purcell & Greenhut<br />

confirm their credentials and select firms that provide services for<br />

their personal and professional legal needs.<br />

To create this list of Martindale-Hubbell Top Lawyers in Northeast<br />

Florida, the firm tapped its comprehensive database of Martindale-Hubbell<br />

Peer Review Ratings to identify lawyers who have<br />

been rated by their peers to be AV Preeminent, the highest Peer<br />

Review Rating available. Martindale-Hubbell Peer Review Ratings<br />

are driven by the confidential opinions of lawyers and members of<br />

the judiciary, who receive invitations from LexisNexis Martindale-<br />

Hubbell, via an online survey or by mail, to provide reviews of<br />

lawyers of whom they have professional knowledge.<br />

Featured here are approximately 750 Jacksonville attorneys<br />

practicing in more than 130 specialties who have earned the<br />

coveted Martindale-Hubbell rating. Due to space limitations, some<br />

specialties (such as Adminstrative, Admiralty and Bicycle Accidents)<br />

were deleted from the original list provided to 904 Magazine by<br />

Martindale-Hubbell.<br />

Michael A. Walters<br />

BANKING & FINANCE<br />

Jason Burnett<br />

GrayRobinson, P.A.<br />

Kenneth B. Jacobs<br />

GrayRobinson, P.A.<br />

Frederick H. Kent, III<br />

Marks Gray, P.A.<br />

Terry A. Moore<br />

GrayRobinson, P.A.<br />

Nicholas V. Pulignano, Jr.<br />

Marks Gray, P.A.<br />

BANKING LAW<br />

Joelle J. Dillard<br />

Driver, McAfee, Peek & Hawthorne, P.L.<br />

Laurence W. Howard, III<br />

Kimberly Killian Law<br />

Holland & Knight LLP<br />

BANKING LITIGATION<br />

Steven Craig Morrison<br />

BANKING, LENDING &<br />

STRUCTURED FINANCE<br />

Jacob A. Brown<br />

Akerman Senterfitt<br />

H. Timothy Gillis<br />

Akerman Senterfitt<br />

BANKRUPTCY<br />

Lance P. Cohen<br />

Eileen Dolaghan<br />

King & Dolaghan, P.A.<br />

Robert T. Hyde, Jr.<br />

Rogers Towers, P.A.<br />

Edward P. Jackson<br />

Cynthia C. Jackson<br />

Smith Hulsey & Busey<br />

Charles W. McBurney, Jr.<br />

Lansing J. Roy<br />

BANKRUPTCY & BUSINESS<br />

REORGANIZATIONS<br />

E. Robert Meek<br />

Foley & Lardner LLP<br />

BANKRUPTCY & FINANCIAL<br />

RESTRUCTURING<br />

Thomas C. Dearing<br />

Fowler White Boggs P.A.<br />

BANKRUPTCY LAW<br />

David B. Ferebee<br />

BANKRUPTCY TRUSTEES<br />

John B. Macdonald<br />

Akerman Senterfitt<br />

BANKS & BANKING<br />

James L. Purcell, Jr.<br />

Stoneburner Berry Glocker Purcell & Greenhut<br />

Harry M. Wilson, III<br />

Smith Hulsey & Busey<br />

BROWNFIELDS<br />

REDEVELOPMENT<br />

Robert A. Leapley, Jr.<br />

Akerman Senterfitt<br />

BUSINESS<br />

Richard W. Buck<br />

Julia Brooke Davis<br />

Kevin Patrick Flood<br />

Suzanne W. Green<br />

Gwen Hutcheson Griggs<br />

Douglas B. Lang<br />

N. Mark New, II<br />

McGlinchey Stafford, PLLC<br />

J. Keith M. Sands<br />

Michael A. Wodrich<br />

Rogers Towers, P.A.<br />

BUSINESS & REAL ESTATE<br />

FINANCING<br />

Mary W. Jarrett<br />

BUSINESS & TAXATION<br />

James L. Ade<br />

BUSINESS FORMATION<br />

Robert H. Ellis<br />

BUSINESS LAW<br />

William R. Blackard, Jr.<br />

Howard L. Dale<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

Timothy W. Dunham<br />

Heidi J. Eddins<br />

Fred Elefant<br />

Miriam Krestul Greenhut<br />

Marlene Hammock<br />

Jonathan Lee Hay<br />

Purcell, Flanagan, Hay & Greene, P.A.<br />

Jeanne E. Helton<br />

Smith Hulsey & Busey<br />

Arthur Hernandez<br />

October 2012 : 904theMagazine.com : 33


PEER REVIEW RATINGS:<br />

THE MARTINDALE-HUBBELL PEER REVIEW RATINGS are an objective indicator of a lawyer’s high ethical standards<br />

and professional ability. Attorneys receive a Peer Review Ratings based on evaluations by other<br />

members of the bar and the judiciary in the United States and Canada. The first review to establish a<br />

lawyer’s rating usually occurs three years after his or her first admission to the bar.<br />

LexisNexis facilitates secure online Martindale-Hubbell peer review ratings surveys of lawyers<br />

across multiple jurisdictions and geographic locations, in similar areas of practice as the lawyer being<br />

rated. Reviewers are asked to assess their colleagues’ general ethical standards and legal ability in a<br />

specific area of practice.<br />

Martindale-Hubbell Peer Review Ratings reflect a combination of achieving a Very High General Ethical<br />

Standards rating and a Legal Ability numerical rating. A threshold number of responses is required<br />

to achieve a rating. The General Ethical Standards rating means the attorney adheres to professional<br />

standards of conduct and ethics, reliability, diligence and other criteria relevant to practicing law.<br />

Those lawyers who are judged to have "Very High" General Ethical Standards can proceed to the next<br />

step in the ratings process—Legal Ability.<br />

Legal Ability ratings are based on performance in five key areas, rated on a scale of one to five (with<br />

one being the lowest and five being the highest). These areas are:<br />

• LEGAL KNOWLEDGE - Lawyer’s familiarity with the laws in his or her specific area of practice(s)<br />

• ANALYTICAL CA<strong>PA</strong>BILITIES - Lawyer’s creativity in analyzing legal issues and applying technical knowledge<br />

• JUDGMENT - Lawyer’s demonstration of the salient factors that drive the outcome of a given case or issue<br />

• COMMUNICATION ABILITY - Lawyer’s capability to communicate persuasively and credibly<br />

• LEGAL EXPERIENCE - Lawyer’s degree of experience in his or her specific area of practice(s)<br />

After lawyers have been evaluated on their legal ability, they will receive one of three ratings:<br />

• AV PREEMINENT (4.5-5.0) - AV Preeminent is a significant rating accomplishment- a testament to the<br />

fact that a lawyer’s peers rank him or her at the highest level of professional excellence.<br />

• BV DISTINGUISHED (3.0-4.4) - BV Distinguished is an excellent rating for a lawyer with some experience.<br />

A widely respected mark of achievement, it differentiates a lawyer from his or her competition.<br />

• RATED (1.0-2.9) - The Peer Review Rated designation demonstrates the lawyer has met the Very High<br />

criteria of General Ethical Standing.<br />

Debra S. Hill<br />

Gregory D. Holland<br />

Todd C. Johnson<br />

Lee G. Kellison<br />

M. Richard Lewis, Jr.<br />

Smith Hulsey & Busey<br />

Francis J. Marino<br />

James R. McVety<br />

Douglas W. Neway<br />

Robert C. Nichols<br />

Thomas D. Pointer<br />

Purcell, Flanagan, Hay & Greene, P.A.<br />

Drew W. Prusiecki<br />

Acosta Sales & Marketing Co.<br />

Rick Monte Reznicsek<br />

Reznicsek, Fraser, White & Shaffer, P.A.<br />

Brian M. RowLand<br />

Sidney S. Simmons, II<br />

John R. Smith, Jr.<br />

Smith Hulsey & Busey<br />

Bruce E. Stutsman<br />

Stutsman Thames & Markey, P.A.<br />

John F. Tolson, Jr.<br />

Grady H. Williams, Jr.<br />

Fred M. Winkler<br />

John H. Zehmer<br />

Korn & Zehmer Professional Association<br />

BUSINESS LITIGATION<br />

M. Mark Bajalia<br />

Brennan, Manna & Diamond, P.L.<br />

J. Michael Lindell<br />

Lindell & Farson, P.A.<br />

34 : 904theMagazine.com : October 2012<br />

Kelly Bernard Mathis<br />

Mathis & Murphy, P.A.<br />

James R. McCachren, III<br />

Smith, Gambrell & Russell, LLP<br />

John H. McCorvey<br />

McCorvey & Myers<br />

James W. Middleton<br />

Smith, Gambrell & Russell, LLP<br />

BUSINESS LITIGATION &<br />

DISPUTE RESOLUTION<br />

Adam G. Adams, III<br />

Foley & Lardner LLP<br />

Scott D. Richburg<br />

Foley & Lardner LLP<br />

John A. Tucker<br />

Foley & Lardner LLP<br />

BUSINESS TRANSACTIONS<br />

James T. Murphy<br />

Mathis & Murphy, P.A.<br />

BUSINESS TRANSACTIONS<br />

& CORPORATE LAW<br />

Thomas E. Gibbs<br />

Fowler White Boggs P.A.<br />

Michael E. Goodbread, Jr.<br />

Fowler White Boggs P.A.<br />

Daniel B. Nunn, Jr.<br />

Fowler White Boggs P.A.<br />

CIVIL & CRIMINAL LITIGATION<br />

Samuel S. Jacobson<br />

Bledsoe, Jacobson, Schmidt, Wright & Wilkinson<br />

CIVIL LAW<br />

Ronald E. Clark<br />

Clark & Roberts, PLC<br />

CIVIL LITIGATION<br />

Earl M. Barker, Jr.<br />

Slott, Barker & Nussbaum<br />

James A. Bledsoe, Jr.<br />

Bledsoe, Jacobson, Schmidt, Wright & Wilkinson<br />

James C. Bray<br />

Robert A. Cole<br />

James L. D’Andrea<br />

Milton, Leach, Whitman, D’Andrea & Eslinger, P.A.<br />

Robert M. Dees<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

John F. Fannin<br />

Fisher, Tousey, Leas & Ball<br />

Bruce J. Fletcher<br />

Stephen B. Gallagher<br />

Marks Gray, P.A.<br />

William C. Gentry<br />

James L. Harrison, Jr.<br />

Alva A. Hollon, Jr.<br />

Sams & Hollon, P.A.<br />

Kimberly Held Israel<br />

Held & Israel<br />

Eric L. Leach<br />

Milton, Leach, Whitman, D’Andrea & Eslinger, P.A.<br />

Kevin G. Mercer<br />

Wicker Smith O’Hara McCoy & Ford P.A.<br />

Joseph P. Milton<br />

Milton, Leach, Whitman, D’Andrea & Eslinger, P.A.<br />

Michael P. Milton<br />

Milton, Leach, Whitman, D’Andrea & Eslinger, P.A.<br />

Ronald M. Owen<br />

Michael C. Pendley<br />

Childs Reed, P.A.<br />

Richard E. Ramsey<br />

Wicker Smith O’Hara McCoy & Ford P.A.<br />

Ronald E. Reed<br />

Child Reeds, P.A.<br />

Robert E. Schrader, III<br />

Boyd & Jenerette, P.A.<br />

William J. Scott<br />

William T. Stone<br />

Milo Scott Thomas<br />

Rogers Towers, P.A.<br />

Charles M. Trippe, Jr.<br />

Moseley Prichard Parrish Knight & Jones<br />

Frank D. Upchurch, III<br />

Upchurch, Bailey & Upchurch, P.A.<br />

Michael B. Wedner<br />

Gerald W. Weedon<br />

Marks Gray, P.A.<br />

Christopher A. White<br />

Reznicsek, Fraser, White & Shaffer, P.A.<br />

Joshua A. Whitman<br />

Milton, Leach, Whitman, D’Andrea & Eslinger, P.A.<br />

CIVIL PRACTICE<br />

Paul M. Eakin<br />

Eakin, Sneed & Catalan<br />

Jeffrey D. Dunn<br />

Reginald Luster<br />

CIVIL RIGHTS<br />

Daniel A. Smith<br />

CIVIL RIGHTS DEFENSE<br />

Stephen J. Powell<br />

CIVIL TRIAL<br />

Brian E. Currie<br />

Katie L. Dearing<br />

R. Kyle Gavin<br />

Liles, Gavin, Costantino, George & Dearing, P.A.<br />

Raymond G. Hasley<br />

Rutledge R. Liles<br />

Liles, Gavin, Costantino, George & Dearing, P.A.<br />

J. Richard Moore, Jr.<br />

Rahaim, Watson, Dearing, & Moore, P.A.<br />

John S. Mordecai, Sr.<br />

Niels P. Murphy<br />

Murphy & Anderson P.A.<br />

Michael S. O’Neal<br />

Howell & O’Neal<br />

Steven E. Rohan<br />

Mark L. Rosenberg<br />

CIVIL TRIAL LAW<br />

Kevin E. Jakab<br />

CIVIL TRIAL LAWYER<br />

Wesley L. Wallace<br />

CIVIL TRIAL LITIGATION<br />

Penny W. Schmidt<br />

Schutt, Schmidt & Noey<br />

CIVIL TRIAL PRACTICE<br />

G. Michael Burnett<br />

Curtis S. Fallgatter<br />

Fallgatter Farm& & Catlin, P.A.<br />

Charles M. Johnston, Jr.<br />

Johnston & Hammond, <strong>PA</strong><br />

Joe C. Miller, II<br />

Miller, Shine & Bryan, P.L.<br />

R. Daniel Noey<br />

Schutt, Schmidt & Noey<br />

John C. Taylor, Jr.<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

CIVIL TRIAL PRACTICE IN ALL<br />

STATE & FEDERAL COURTS<br />

Edward A. White


CIVIL, TRIAL, APPELLATE LAW<br />

J. Richard Moore<br />

COLLECTIONS<br />

Michael J. Marees<br />

Joseph & Marees, P.A.<br />

COMMERCIAL<br />

Eugene G. Peek, III<br />

Peek Cobb<br />

COMMERCIAL BUSINESS<br />

TRANSACTIONS<br />

Gregory M. Dawson<br />

Edwards, Cohen, Sanders, Dawson & Mangu<br />

COMMERCIAL COLLECTIONS<br />

Raymond B. Joseph<br />

Joseph & Marees, P.A.<br />

Michael A. Kolcun<br />

COMMERCIAL FINANCE<br />

Bryan L. Putnal<br />

Smith Hulsey & Busey<br />

COMMERCIAL LAW<br />

Barry C. Averitt<br />

Averitt & Co., P.A.<br />

Jeffrey R. Becker<br />

Hiday & Ricke, P.A.<br />

Phillip A. Buhler<br />

Moseley Prichard Parrish Knight & Jones<br />

Richard K. Jones<br />

Moseley Prichard Parrish Knight & Jones<br />

Joseph O. Stroud, Jr.<br />

Rogers Towers, P.A.<br />

COMMERCIAL LENDING<br />

Edward L. Kelly<br />

Rogers Towers, P.A.<br />

COMMERCIAL LITIGATION<br />

A. Graham Allen<br />

Rogers Towers, P.A.<br />

Michael M. Bajalia<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

Thomas M. Beverly<br />

R. Eric Bilik<br />

McGuireWoods LLP<br />

George K. Brew<br />

George K. Brew & Associates<br />

Scott S. Cairns<br />

McGuireWoods LLP<br />

Michael Cavendish<br />

Gunster<br />

Aaron R. Cohen<br />

Kevin B. Cook<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Betsy C. Cox<br />

Rogers Towers, P.A.<br />

Cynthia Craig-Johnson<br />

John A. DeVault, III<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

R. Joseph Dill<br />

Ansbacher & Associates, P.A.<br />

Michael S. Drews<br />

Michael Linn Duncan<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

Gilbert L. Feltel, Jr.<br />

Tanner Bishop<br />

Fred D. Franklin, Jr.<br />

Rogers Towers, P.A.<br />

Thomas J. Fraser, Jr.<br />

Reznicsek, Fraser, White & Shaffer, P.A.<br />

Michael R. Freed<br />

Brennan, Manna & Diamond, P.L.<br />

Wiley Braxton Gillam, IV<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

William S. Graessle<br />

Courtney K. Grimm<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Christopher C. Hazelip<br />

Rogers Towers, P.A.<br />

Charles B. Jimerson<br />

Jimerson & Cobb, P.A.<br />

Eric S. Kolar<br />

Harold S. Lippes<br />

Lippes & Bryan, P.A.<br />

Bradley R. Markey<br />

Stutsman Thames & Markey, P.A.<br />

Douglas H. Morford<br />

Peter E. Nicandri<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

John D. Osgathorpe<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

Charles P. Pillans, III<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Paul M. Renner<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

James M. Riley<br />

Rogers Towers, P.A.<br />

Adrian Rust<br />

Rogers Towers, P.A.<br />

Arnold H. Slott<br />

Slott, Barker & Nussbaum<br />

John R. Stiefel, Jr.<br />

Holbrook, Akel, Cold, Stiefel & Ray, P.A.<br />

J. Ellsworth Summers, Jr.<br />

Rogers Towers, P.A.<br />

William David Talbert, II<br />

Michael G. Tanner<br />

Tanner Bishop<br />

Donald E. Tesiero, II<br />

Richard R. Thames<br />

Stutsman Thames & Markey, P.A.<br />

Christopher J. Thanner<br />

McGuireWoods LLP<br />

Alan S. Wachs<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

Jeffrey P. Watson<br />

Fowler White Boggs P.A.<br />

Leslie A. Wickes<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

Robert J. Winicki<br />

Kenneth B. Wright<br />

Bledsoe, Jacobson, Schmidt, Wright & Wilkinson<br />

Jeffrey S. York<br />

McGuireWoods LLP<br />

COMMERCIAL LITIGATION—<br />

CIVIL TRIALS<br />

Frederick R. Brock<br />

Gartner, Brock & Simon<br />

COMMERCIAL REAL ESTATE<br />

Anthony A. Anderson<br />

Rogers Towers, P.A.<br />

Timothy A. Burleigh<br />

Charles L. Cranford<br />

Winfield A. Gartner<br />

Gartner, Brock & Simon<br />

Steven B. Greenhut<br />

Stoneburner Berry Glocker Purcell & Greenhut<br />

John Rodger Ibach<br />

Rogers Towers, P.A.<br />

Edward W. Lane, III<br />

Hughes & Lane Professional Association<br />

Lauren P. Langham<br />

Smith Hulsey & Busey<br />

John Howard Moore<br />

Moore Ingram Johnson & Steele, LLP<br />

Rosel Rodriguez Pine<br />

Edwards, Cohen, Sanders, Dawson & Mangu, P.A.<br />

Cecile Evans Rider<br />

Bert C. Simon<br />

Gartner, Brock & Simon<br />

COMMERCIAL REAL ESTATE<br />

LAW<br />

Martha McMahon Wirtz<br />

COMMERCIAL REAL ESTATE<br />

TRANSACTIONS<br />

David J. Edwards<br />

Edwards, Cohen, Sanders, Dawson & Mangu, P.A.<br />

Douglas G. Stanford<br />

Smith, Gambrell & Russell, LLP<br />

COMMERCIAL REAL<br />

PROPERTY LAW<br />

George T. Morrison<br />

COMMERCIAL TRANSACTIONS<br />

& BUSINESS COUNSELING<br />

Paul C. Vance<br />

Foley & Lardner LLP<br />

COMMUNITY ASSOCIATION LAW<br />

Richard E. Larsen<br />

Larsen & Associates, P.A.<br />

COMPENSATION DEFENSE<br />

Heather Byrer Carbone<br />

Boyd & Jenerette, P.A.<br />

COMPLEX & MULTI-DISTRICT<br />

LITIGATION<br />

Louis H. Lindeman, Jr.<br />

COMPLEX CIVIL<br />

Charles B. Lembcke<br />

COMPLEX CIVIL LITIGATION<br />

W. Douglas Childs<br />

Childs Reed, P.A.<br />

COMPLEX COMMERCIAL<br />

LITIGATION<br />

Allan F. Brooke, II<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Patrick P. Coll<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

William G. Cooper<br />

Cooper, Ridge & Safi, P.A.<br />

Stephen H. Durant<br />

Durant, Schoeppel, Decunto & Ratchford, P.A.<br />

Robert H. Farnell, II<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Dennis E. Hayes<br />

George E. Ridge<br />

Cooper, Ridge & Safi, P.A.<br />

John T. Rogerson, III<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

COMPLEX LITIGATION<br />

Robert F. Spohrer<br />

Spohrer & Dodd, P.L.<br />

CONSTRUCTION<br />

Peter Reed Corbin<br />

Ford & Harrison LLP<br />

Neil L. Henrichsen<br />

Henrichsen Siegel, P.L.L.C.<br />

S. Grier Wells<br />

GrayRobinson, P.A.<br />

CONSTRUCTION LAW<br />

James O. Birr, III<br />

Gunster<br />

Albert T. Franson<br />

Franson & Iseley, <strong>PA</strong><br />

Reed W. Grimm<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

Christopher J. Iseley<br />

Franson & Iseley, <strong>PA</strong><br />

Christopher J. Mueller<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

Bryan R. Rendzio<br />

TrittRendzio<br />

C. Warren Tripp, Jr.<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Edward M. Whelan<br />

Gunster<br />

Brent T. Zimmerman<br />

Bachara Construction Law Group<br />

CONSTRUCTION LITIGATION<br />

F. Eugene Atwood, Jr.<br />

Rogers Towers, P.A.<br />

Henry G. Bachara, Jr.<br />

Bachara Construction Law Group<br />

William D. Brinton<br />

Rogers Towers, P.A.<br />

Christopher M. Cobb<br />

Jimerson & Cobb, P.A.<br />

Brian Crevasse<br />

Bachara Construction Law Group<br />

Kurt Hughes Dunkle<br />

Gregory F. Lunny<br />

Rogers Towers, P.A.<br />

Jeffrey C. Regan<br />

Regan Zebouni, P.A.<br />

Troy K. Smith<br />

Rogers Towers, P.A.<br />

Tracy Lyn Wenzel<br />

Heekin, Malin & Wenzel, P.A.<br />

Anthony B. Zebouni<br />

Regan Zebouni, P.A.<br />

CONSUMER COLLECTIONS<br />

Michael Thiel Debski<br />

Rubin & Debski, P.A.<br />

CONSUMER LITIGATION<br />

H. Keith Thomerson<br />

Hinshaw & Culbertson LLP<br />

CONTRACT REVIEW &<br />

NEGOTIATION<br />

Ann M. Bittinger<br />

Bittinger Law Firm<br />

CONTRACTS<br />

Karen Anne Koster Burr<br />

CORPORATE<br />

John R. Byers<br />

E. Lanier Drew<br />

Baptist Health System, Inc.<br />

Jan D. McCormick<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

Robert G. Shaffer, II<br />

Reznicsek, Fraser, White & Shaffer, P.A.<br />

Gresham R. Stoneburner<br />

Stoneburner Berry Glocker Purcell & Greenhut<br />

CORPORATE & BUSINESS<br />

TRANSACTIONS<br />

Charles Durham Robbins<br />

CORPORATE & MUNICI<strong>PA</strong>L<br />

FINANCE<br />

David Cohen<br />

Edwards, Cohen, Sanders, Dawson & Mangu, P.A.<br />

CORPORATE FINANCE<br />

Andrew J. Fawbush<br />

Smith, Gambrell & Russell, LLP<br />

CORPORATE LAW<br />

G. Scott Baity<br />

William P. Brant<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

Cecilia Bryant<br />

Adam J. Buss<br />

Smith, Gambrell & Russell, LLP<br />

Michael A. Candeto<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

J. Kirby Chritton<br />

Rogers Towers, P.A.<br />

John R. Crawford<br />

Marks Gray, P.A.<br />

G. Ray Driver, Jr.<br />

Driver, McAfee, Peek & Hawthorne, P.L.<br />

T. Malcolm Graham<br />

E. Allen Hieb, Jr.<br />

Rogers Towers, P.A.<br />

G. Alan Howard<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

Amy H. Johnson<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

John B. Kent<br />

Marks Gray, P.A.<br />

October 2012 : 904theMagazine.com : 35


David A. King<br />

Raymond A. Mantle<br />

Arthur W. Milam<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

John D. Milton, Jr.<br />

Stephen D. Moore, Jr.<br />

Smith Hulsey & Busey<br />

Robert H. Pritchard<br />

Rogers Towers, P.A.<br />

Richard S. Vermut<br />

Rogers Towers, P.A.<br />

Irvin M. Weinstein<br />

Rogers Towers, P.A.<br />

E. Ellis Zahra, Jr.<br />

CORPORATE LAW &<br />

BUSINESS LAW<br />

Helen S. Atter<br />

Wood, Atter & Wolf, P.A.<br />

CORPORATE LITIGATION<br />

Scott S. Gallagher<br />

Smith, Gambrell & Russell, LLP<br />

CORPORATE RESTRUCTURING<br />

Stephen G. Prom<br />

Akerman Senterfitt<br />

CORPORATE/INCORPORATION<br />

Steward Sparks, III<br />

CORPORATION<br />

Scott L. Glazier<br />

Glazier & Glazier, P.A.<br />

Steven C. Koegler<br />

Ludwig & Associates, P.A.<br />

CRIMINAL<br />

Lacy Mahonm, Jr.<br />

CRIMINAL DEFENSE<br />

Malcolm Anthony<br />

William Mallory Kent<br />

Harry L. Shortein<br />

Shorstein & Lasnetski<br />

Mark A. Sieron<br />

A. Russell Smith<br />

Smith & Haine, P.A.<br />

Mitchell A. Stone<br />

Stone Lockett, PL<br />

CRIMINAL DEFENSE<br />

(INCLUDING WHITE COLLAR) LAW<br />

John G. McGill<br />

CRIMINAL DEFENSE LAW<br />

Janet E. Johnson<br />

Frank J. Tassone, Jr.<br />

Tassone & Dreicer, LLC<br />

CRIMINAL LAW<br />

Thomas M. Bell<br />

Albert J. Datz<br />

Datz & Datz, P.A.<br />

L. Lee Lockett<br />

Stone Lockett, PL<br />

Donald B. Mairs<br />

Amy Elizabeth Osteryoung<br />

Johnson & Osteryoung, P.A.<br />

David M. Robbins<br />

Epstein & Robbins<br />

Alan E. Rosner<br />

Harris, Guidi, Rosner, Dunlap & Rudolph, P.A.<br />

William J. Sheppard<br />

Sheppard, White, Thomas & Kachergus, P.A.<br />

Elizabeth L. White<br />

Sheppard, White, Thomas & Kachergus, P.A.<br />

CRIMINAL TRIAL<br />

PRACTICE<br />

Robert Stuart Willis<br />

Willis, Ferebee & Hutton<br />

36 : 904theMagazine.com : October 2012<br />

DEFENSE OF CASES &<br />

APPEALS INVOLVING<br />

TRUCKING LIABILITY<br />

Kristen M. Van der Linde<br />

Boyd & Jenerette, P.A.<br />

DEFENSE OF WORKERS’<br />

COMPENSATION<br />

Mark H, Gelman<br />

Eraclides, Johns, Hall, Gelman, Johannessen &<br />

Goodman, LLP<br />

DIRECTORS & OFFICERS<br />

Robert O’Quinn, Jr.<br />

Cole, Scott & Kissane, P.A.<br />

DIVORCE<br />

Lyman T. Fletcher<br />

Fletcher & Phillips, PLLC<br />

DIVORCE & FAMILY LAW<br />

Steven Alan Leitman<br />

DRIVING WHILE INTOXICATED<br />

Charles L. Truncale<br />

DRUM SHOP LIABILITY<br />

Richard R. Alexander<br />

DUI<br />

Jason Kristian Scott Porter<br />

DUI/DWI<br />

Robert L. Corse<br />

E-COMMERCE<br />

Shannon Hartsfield Salimone<br />

Holland & Knight LLP<br />

ELDER<br />

Ailish O’Connor<br />

ELDER LAW<br />

John G. Barry, III.<br />

Rebecca L. Bery<br />

Berg & Associates, P.A.<br />

Robert M. Morgan<br />

Robert M. Morgan & Associates, P.A.<br />

Michael N. Schneider<br />

Patricia Vail<br />

ELECTRONIC HEALTH<br />

RECORDS<br />

Chanley T. Howell<br />

Foley & Lardner, LLP<br />

EMINENT DOMAIN<br />

Mark M. Arnold<br />

Rogers Towers, P.A.<br />

W.O. Birchfield<br />

Birchfield & Humphrey, P.A.<br />

Andrew Brigham<br />

David W. <strong>Foerster</strong><br />

<strong>Foerster</strong>, <strong>Isaac</strong> & <strong>Yerkes</strong>, P.A.<br />

Bruce B. Humphrey<br />

Birchfield & Humphrey, P.A.<br />

Fred C. <strong>Isaac</strong><br />

<strong>Foerster</strong>, <strong>Isaac</strong> & <strong>Yerkes</strong>, P.A.<br />

Robert S. <strong>Yerkes</strong><br />

<strong>Foerster</strong>, <strong>Isaac</strong> & <strong>Yerkes</strong>, P.A.<br />

EMINENT DOMAIN LAW<br />

William L. Coalson<br />

EMPLOYEE BENEFITS<br />

Arnold B. Corsmeier<br />

Craig P. Hoffman<br />

EMPLOYMENT & LABOR<br />

William H. Andrews<br />

GrayRobinson, P.A.<br />

Guy O. Farmer, II<br />

GrayRobinson, P.A.<br />

EMPLOYMENT<br />

DISCRIMINATION<br />

Suzanne U. Horne<br />

Blue Cross/Blue Shield of Florida, Inc.<br />

Scott Thomas Fortune<br />

EMPLOYMENT LAW<br />

John E. Duvall<br />

Ford & Harrison LLP<br />

Eric J. Holshouser<br />

Fowler White Boggs P.A.<br />

Robert G. Riegel, Jr.<br />

Fowler White Boggs P.A.<br />

Timothy B. Strong<br />

Fowler White Boggs P.A.<br />

Timothy L. Williams<br />

Winn-Dixie Stores, Inc.<br />

EMPLOYMENT LITIGATION<br />

J. Ray Poole<br />

Constangy, Brooks & Smith, LLP<br />

ENVIRONMENTAL & LAND<br />

USE LAW<br />

John S. Duss, IV<br />

Duss, Kenney, Safer, Hampton & Joos P.A.<br />

Mark A. Reinsch<br />

Paul M. Harden<br />

James M. Craig, II<br />

Winn-Dixie Stores, Inc.<br />

George M. McClure<br />

ENVIRONMENTAL COMPLIANCE<br />

Richard L. Maguire<br />

Rogers Towers, P.A.<br />

ENVIRONMENTAL LAW<br />

John Kopelousos<br />

Kopelousos & Bradley, P.A.<br />

Wayne E. Flowers<br />

Lewis, Longman & Walker, P.A.<br />

Daniel D. Richardson<br />

Lewis, Longman & Walker, P.A.<br />

E. Owen McCuller, Jr.<br />

Smith Hulsey & Busey<br />

Tracey I. Arpen, Jr.<br />

ENVIRONMENTAL PERMITTING<br />

Marcia Parker Tjoflat<br />

Gunster<br />

ENVIRONMENTAL REGULATION<br />

Ellen Avery-Smith<br />

Rogers Towers, P.A.<br />

ESTATE & TRUST<br />

ADMINISTRATION<br />

John G. Grimsley<br />

Grimsley Marker & Iseley, P.A.<br />

ESTATE PLANNING<br />

Edward C. Akel<br />

Holbrook, Akel, Cold, Stiefel & Ray, P.A.<br />

Haywood M. Ball<br />

A.B. Blackburn, Jr.<br />

Blackburn & Blackburn<br />

Richard W. Cobb<br />

Jean C. Coker<br />

Kathleen Holbrook Cold<br />

Holbrook, Akel, Cold, Stiefel & Ray, P.A.<br />

C. Randolph Coleman<br />

Jeffrey A. Cramer<br />

Robert A. Dawkins<br />

Fisher, Tousey, Leas & Ball<br />

Teresa H. Ellis<br />

Eakin, Sneed & Catalan<br />

Randal C. Fairbanks<br />

Fairbanks & McGillin, P.L.<br />

Richard H. Fairweather<br />

Rogers Towers, P.A.<br />

Michael W. Fisher<br />

Fisher, Tousey, Leas & Ball<br />

Timothy L. Flanagan<br />

Purcell, Flanagan, Hay & Greene, P.A.<br />

Beverly H. Furtick<br />

Fisher, Tousey, Leas & Ball<br />

Clarence H, Houston, Jr.<br />

Stewart & Houston, P.A.<br />

Robert F. Iseley, Jr.<br />

Grimsley Marker & Iseley, P.A.<br />

Michael J. Ivan, Jr.<br />

Brennan, Manna & Diamond, P.L.<br />

John E. Lawlor, III<br />

Fisher, Tousey, Leas & Ball<br />

Samuel L. LePrell<br />

Randall L. Marker<br />

Grimsley Marker & Iseley, P.A.<br />

Lee F. Mercier<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

David H. Peek<br />

Smith, Gambrell & Russell, LLP<br />

Julie Saieg<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

Frederick R. Short, Jr.<br />

Clay B. Tousey, Jr.<br />

Fisher, Tousey, Leas & Ball<br />

Donald C. Wright<br />

Rogers Towers, P.A.<br />

ESTATE PLANNING &<br />

MEDICAID PLANNING<br />

Allen L. Poucher, Jr.<br />

ESTATE PLANNING LAW<br />

A. Hamilton Cooke<br />

Cooke & Meux, P.A.<br />

ESTATES & TRUSTS<br />

Robert S. Bernstein<br />

Foley & Lardner LLP<br />

EXTRA CONTRACTUAL<br />

INSURANCE DEFENSE<br />

Stephen E. Day<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

FEDERAL & STATE TAX CON-<br />

TROVERSY (CIVIL & CRIMINAL)<br />

Harris L. Bonnette, Jr.<br />

Fisher, Tousey, Leas & Ball<br />

FEDERAL CIVIL PRACTICE<br />

Howard C. Coker<br />

Coker, Schickel, Sorenson & Posgay, P.A.<br />

FEDERAL CRIMINAL LAW<br />

Paul I. Perez<br />

FEDERAL INCOME TAX<br />

Thomas M. Donahoo<br />

Donahoo & McMenamy, P.A.<br />

Thomas J. Donahoo, Jr.<br />

Donahoo & McMenamy, P.A.<br />

Donald W. Wallis<br />

Upchurch, Bailey & Upchurch, P.A.<br />

FEDERAL TAXATION<br />

Kenneth G. Anderson<br />

Anderson & Stevens, P.A.<br />

David J. Hull<br />

Smith Hulsey & Busey<br />

John W. Mooers<br />

James P. Stevens<br />

Anderson & Stevens, P.A.<br />

FINANCE<br />

Nathan D. Goldman<br />

CSX Corp.<br />

FINANCE & FINANCIAL<br />

INSTITUTIONS<br />

Chauncey W. Lever, Jr.<br />

Foley & Lardner LLP<br />

FORECLOSURE DEFENSE<br />

David M. Goldman<br />

Apple Law Firm PLLC


FOREMOST TRIAL LAWYERS<br />

Patrick T. Canan<br />

FRANCHISE LAW<br />

Barbara Suddath StrickLand<br />

The Suddath Companies<br />

GENERAL CIVIL &<br />

TRIAL PRACTICE<br />

Clark Hamilton, Jr.<br />

Tyler & Hamilton, P.A.<br />

Ty Tyler<br />

Tyler & Hamilton, P.A.<br />

GENERAL CIVIL LITIGATION<br />

Harold H. Catlin<br />

Fallgatter Farmand & Catlin, P.A.<br />

GENERAL CIVIL LITIGATION &<br />

TRIAL PRACTICE<br />

Michael E. Fisher<br />

GENERAL CIVIL PRACTICE<br />

Richard C. Stoddard<br />

GENERAL CIVIL TRIAL LAW<br />

Gary B. Tullis<br />

GENERAL COMMERCIAL<br />

LITIGATION<br />

Thomas R. Ray<br />

Holbrook, Akel, Cold, Stiefel & Ray, P.A.<br />

GENERAL COUNCIL<br />

Karl B. Hanson, III<br />

Flagler Development Co.<br />

GENERAL PRACTICE<br />

Granville C. Burgess<br />

Dennis E. Guidi<br />

Harris, Guidi, Rosner, Dunlap & Rudolph, P.A.<br />

John Michael Phillips<br />

Frank D. Upchurch, Jr.<br />

Upchurch, Bailey & Upchurch, P.A.<br />

GENERAL PRACTICE<br />

SOLO & SMALL FIRM<br />

Joseph Lamar Vaughn, Jr.<br />

Anthony J. DiFilippo, Jr.<br />

GENERAL TRIAL<br />

PRACTICE<br />

Tyrie A. Boyer<br />

Law Offices of Boyer, Tanzler & Sussman, P.A.<br />

GOVERNMENT<br />

Mark H. Scruby<br />

GOVERNMENT FINANCE<br />

Jean M. Mangu<br />

Edwards, Cohen, Sanders, Dawson & Mangu, P.A.<br />

GOVERNMENT<br />

RELATIONS LAW<br />

Charles R. Ranson<br />

HEALTH CARE LAW<br />

Joanne L. Martin<br />

HEALTH LAW<br />

Harvey Granger, IV<br />

Baptist Health System, Inc.<br />

William R. Huseman<br />

Mark S. McGowan<br />

Blue Cross/Blue Shield of Florida, Inc.<br />

Stephen P. Nelson<br />

Karen B. Perrin<br />

HOSPITALITY, RESORT<br />

& GOLF<br />

David C. Cook<br />

Foley & Lardner LLP<br />

IMMIGRATION &<br />

NATURALIZATION<br />

Giselle Carson<br />

Marks Gray, P.A.<br />

IMMIGRATION LAW<br />

David R. Fletcher<br />

INJURED RAILROAD WORKERS<br />

James R. Holland, II<br />

Holland Law, LLC<br />

INJURED WORKERS IN BOTH<br />

STATE & FEDERAL COMPEN-<br />

SATION CLAIMS, AS WELL AS<br />

CIVIL CLAIMS FOR PERSONAL<br />

Paul M. Doolittle<br />

Paul M. Doolittle, P.A.<br />

INSURANCE<br />

Stanley M. Weston<br />

Moseley Prichard Parrish Knight & Jones<br />

INSURANCE COVERAGE<br />

John E. Herndon, Jr.<br />

Conroy, Simberg, Ganon, Krevans, Abel, Lurvey,<br />

Morrow & Schefer, P.A.<br />

INSURANCE DEFENSE<br />

Marianne Lloyd Aho<br />

Marks Gray, P.A.<br />

Steven E. Brust<br />

Smith, Gambrell & Russell, LLP<br />

David C. Carter<br />

Michael I. Coulson<br />

Dennis P. Dore<br />

Dore & Associates, Chartered<br />

Bruce R. Fox<br />

Deborah Ann Halvorsen<br />

O’Hara Law Firm Professional Association<br />

Peter John Kellogg<br />

Bohdan Neswiacheny<br />

Donald W. St. Denis<br />

St. Denis & Davey, P.A.<br />

INSURANCE LITIGATION<br />

Ronald R. Austin<br />

Austin & Austin<br />

Joseph B. Stokes, III<br />

Saalfield, Shad, Jay, Stokes, Inclan & Stoudemire<br />

INTELLECTUAL PROPERTY<br />

Herbert L. Allen<br />

Allen, Dyer, Doppelt, Milbrath & Gilchrist, P.A.<br />

Frederick D. Page<br />

Holland & Knight LLP<br />

LABOR<br />

Gregg Gerlach<br />

Harper Gerlach, PL<br />

LABOR & EMPLOYMENT LAW<br />

& STATE & FEDERAL<br />

ADMINISTRATIVE PRACTICE<br />

Thomas A. "Tad" Delegal, III<br />

Delegal Law Offices, P.A.<br />

LABOR & EMPLOYMENT<br />

Thomas R. Brice<br />

McGuireWoods LLP<br />

John F. Dickinson<br />

Constangy, Brooks & Smith, LLP<br />

Susan Smith Erdelyi<br />

Marks Gray, P.A.<br />

David E. Faliszek<br />

Rene M. Fix<br />

Rogers Towers, P.A.<br />

G. Thomas Harper<br />

Harper Gerlach, PL<br />

Patricia J. Hill<br />

Smith, Gambrell & Russell, LLP<br />

F. Damon Kitchen<br />

Constangy, Brooks & Smith, LLP<br />

John F. MacLennan<br />

Smith Hulsey & Busey<br />

Leonard S. Magid<br />

Magid & Williams<br />

Richard N. Margulies<br />

Jackson Lewis LLP<br />

Archibald J. Thomas, III<br />

Archibald J. Thomas, III & Associates<br />

Gary R. Wheeler<br />

Constangy, Brooks & Smith, LLP<br />

P. Daniel Williams<br />

Magid & Williams<br />

LABOR & EMPLOYMENT LAW<br />

Catherine Czufin Cosby<br />

Robert T. Devine<br />

Michael Grogan<br />

Allen Norton & Blue, P.A.<br />

Marc M. Mayo<br />

Rogers Towers, P.A.<br />

Heather A. Owen<br />

Constangy, Brooks & Smith, LLP<br />

John A. Sapora<br />

LABOR & EMPLOYMENT<br />

MANAGEMENT<br />

Mark G. Alexander<br />

Alexander DeGance Barnett<br />

LABOR, EMPLOYMENT &<br />

BENEFITS<br />

Daniel R. Coffman, Jr.<br />

Holland & Knight LLP<br />

LAND USE<br />

Wyman R. Duggan<br />

Rogers Towers, P.A.<br />

Karl J. Sanders<br />

Edwards, Cohen, Sanders, Dawson & Mangu, P.A.<br />

HOW ARE RATINGS DETERMINED?<br />

LAND USE LAW<br />

Brenna Malouf Durden<br />

Lewis, Longman & Walker, P.A.<br />

Theodore R. Hainline, Jr.<br />

Rogers Towers, P.A.<br />

LAWSUITS & DISPUTES<br />

Jay Frank Castle<br />

LIABILITY DEFENSE & CIVIL<br />

LITIGATION WORK<br />

Christopher D. Ritchie<br />

Boyd & Jenerette, P.A.<br />

LITIGATION<br />

Fred Catfish Abbott<br />

Abbott & Wiessenfeld P.A.<br />

Daniel K. Bean<br />

Holland & Knight LLP<br />

Dana G. Bradford, II<br />

Smith, Gambrell & Russell, LLP<br />

Stephen D. Busey<br />

Smith Hulsey & Busey<br />

Douglas D. Chunn<br />

Michael E. Demont<br />

Smith Hulsey & Busey<br />

Carle A. Felton, Jr.<br />

Earl E. Googe, Jr.<br />

Smith Hulsey & Busey<br />

Robert Olin Johnston<br />

William E. Kuntz<br />

Smith Hulsey & Busey<br />

Don H. Lester<br />

Fred J. Lotterhos, III<br />

Holland & Knight LLP<br />

Dominic C. MacKenzie<br />

Holland & Knight LLP<br />

Francis J. Milon.<br />

G. Kenneth Norrie<br />

Rogers Towers, P.A.<br />

Scott B. Parks<br />

Parks & Associates<br />

James H. Post<br />

Smith Hulsey & Busey<br />

Michael G. Prendergast<br />

Holland & Knight LLP<br />

E. Lanny Russell<br />

Smith Hulsey & Busey<br />

Buddy Schulz<br />

Holland & Knight LLP<br />

Joel Settembrini, Jr.<br />

Smith Hulsey & Busey<br />

William Rupert Swain<br />

James J. Taylor, Jr.<br />

Taylor & Taylor, P.A.<br />

Timothy W. Volpe<br />

Volpe, Bajalia, Wickes, Rogerson & Wachs<br />

Waddell A. Wallace, III<br />

Alan Mitchel Weiss<br />

Holland & Knight LLP<br />

EACH LAWYER ACTIVELY PRACTICING LAW who is currently listed on Martindale.com and<br />

Lawyers.com SM (including subscribers and non-subscribers to LexisNexis Martindale-Hubbell®),<br />

who has been admitted to a bar in the U.S. or Canada for at least three years and who is in<br />

good standing is eligible to receive a peer rating.<br />

Here is some information about the reviewers and the process:<br />

• The reviewers are members of the bar and judiciary (lawyers and judges). They are from<br />

similar areas of practice and/or industries as the lawyer being rated, who attest that they<br />

know or have worked with the lawyer under review, and are able to rate the lawyer on his or<br />

her professional ethical standards and legal ability.


MANAGEMENT, LABOR &<br />

EMPLOYMENT LAW<br />

Bradley R. Johnson<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

MARITAL & FAMILY<br />

James G. Roberts<br />

Roberts & Reiter, P.A.<br />

MARITAL & FAMILY LAW<br />

Hal Castillo<br />

Russell L. Healey<br />

James Demere Mason<br />

Elliot Zisser<br />

Zisser, Robison, Brown, Nowlis, Maciejewski &<br />

Cabrey, P.A.<br />

MARITAL LAW<br />

Holly E. Fulton<br />

Head, Moss & Fulton, P.A.<br />

Carolyn S. Zisser<br />

MATRIMONIAL LAW<br />

Deborah L. Greene<br />

Combs Greene, <strong>PA</strong><br />

Sandra J. Mathis<br />

Rogers Towers, P.A.<br />

Barry L. Zisser<br />

Zisser, Robison, Brown, Nowlis, Maciejewski &<br />

Cabrey, P.A.<br />

MEDIATION<br />

Brett Q. Lucas<br />

Myron J. Mensh<br />

Audrey McKibbin Moran<br />

Terrance E. Schmidt<br />

Bledsoe, Jacobson, Schmidt, Wright & Wilkinson<br />

Michael D. Whalen<br />

Gregg L. Wirtz<br />

MEDICAL & PROFESSIONAL<br />

NEGLIGENCE<br />

Thomas E. Maddox, Jr.<br />

MEDICAL LAW<br />

Thomas R. Brown<br />

MEDICAL MALPRACTICE<br />

William S. Burns, Jr.<br />

Pajcic & Pajcic, P.A.<br />

Timothy D. Ellis<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

C.J. Gideon, Jr.<br />

Gideon, Cooper & Essary, PLC<br />

Harvey L. Jay, III<br />

Albert H. Lechner<br />

Edwards & Ragatz, P.A.<br />

Robert L. McLeod, II<br />

C. Rufus Pennington, III<br />

Margol & Pennington, P.A.<br />

Chad S. Roberts<br />

Spohrer & Dodd, P.L.<br />

Matthew W. Sowell<br />

James T. Terrell<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

MEDICAL MALPRACTICE<br />

DEFENSE<br />

Mary BLand Love<br />

Marks Gray, P.A.<br />

MEDICAL NEGLIGENCE<br />

Sean B. Cronin<br />

Cronin & Maxwell, PL<br />

Roy Lewis<br />

Tonia Yazgi<br />

MERGERS & ACQUISITIONS<br />

L. Kinder Cannon, III<br />

Holland & Knight LLP<br />

Ivan A. Colao<br />

Holland & Knight LLP<br />

38 : 904theMagazine.com : October 2012<br />

Michael B. Kirwan<br />

Foley & Lardner LLP<br />

Lewis S. Lee<br />

James L. Main<br />

Holland & Knight LLP<br />

Morris H. Miller<br />

Holland & Knight LLP<br />

MERGERS, ACQUISITIONS<br />

& DIVESTITURES<br />

Barbara Christie Johnston<br />

MESOTHELIOMA<br />

Alan M. Pickert<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Anita Pryor<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

MORTGAGE FORECLOSURE<br />

DEFENSE<br />

Steven P. Combs<br />

Combs Greene, <strong>PA</strong><br />

MORTGAGES<br />

G. Preston Keyes<br />

Smith Hulsey & Busey<br />

NURSING HOME<br />

LITIGATION<br />

Thomas S. Edwards, Jr.<br />

Edwards & Ragatz, P.A.<br />

<strong>PA</strong>RTNERSHIP LAW<br />

Frank J. Yong<br />

<strong>PA</strong>TENTS<br />

Lawrence J. Gibney, Jr.<br />

Thomas C. Saitta<br />

Rogers Towers, P.A.<br />

PERSONAL INJURY<br />

C. Wayne Alford<br />

Alford Law Group, P.A.<br />

Warren K. Anderson, Jr.<br />

Anderson, Howell & Ravis<br />

Bruce R. Anderson, Jr.<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Frank A. Ashton<br />

Hardesty, Tyde, Green & Ashton, P.A.<br />

Michael A. Atter<br />

Wood, Atter & Wolf, P.A.<br />

William A. Bald<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

Abraham I. Bateh<br />

Law Offices of Bateh & Clark<br />

Dudley D. Birder, Jr.<br />

Birder & Donsky Law Offices, P.A.<br />

Edward M. Booth, Jr.<br />

Quintairos, Prieto, Wood & Boyer, P.A.<br />

Steven R. Browning<br />

Spohrer & Dodd, P.L.<br />

Howard G. Butler<br />

Butler Law Group<br />

Ray Coleman<br />

R. Scott Costantino<br />

Hugh Cotney<br />

James H. Daniel<br />

David M. Dunlap<br />

Harris, Guidi, Rosner, Dunlap & Rudolph, P.A.<br />

Musa K. Farmand<br />

Fallgatter Farmand & Catlin, P.A.<br />

Ellis T. Fernandez, III<br />

Fernandez Trial Lawyers, P.A.<br />

Vincent P. Gallagher<br />

Beach Life Law<br />

Leslie A. Goller<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Lee T. Griffin<br />

Pajcic & Pajcic, P.A.<br />

W. Marc Hardesty<br />

Hardesty, Tyde, Green & Ashton, P.A.<br />

William H. Harrell<br />

Harrell & Harrell, P.A.<br />

Robert M. Harris<br />

Harris, Guidi, Rosner, Dunlap & Rudolph, P.A.<br />

Corrinne C. Hodak<br />

Stephen A. Hould<br />

Kenneth C. Howell<br />

Anderson, Howell & Ravis<br />

Rudolph J. Inman, Jr.<br />

John S. Kalil<br />

Robert F. Kulik<br />

Gregory A. Lawrence<br />

Robert J. Link<br />

Pajcic & Pajcic, P.A.<br />

Rodney S. Margol<br />

Margol & Pennington, P.A.<br />

Blane McCarthy<br />

Michael D. McGrath<br />

McGrath Gibson, LLC Attorneys at Law<br />

Carla D. Miller<br />

Miller, Skinner & Jolly, P.A.<br />

Ronald R. Oberdier<br />

Oberdier & Oberdier, P.A.<br />

Stephen J. Pajcic, III<br />

Pajcic & Pajcic, P.A.<br />

Mary Kleyla Phillips<br />

Joseph W. Prichard, Jr.<br />

Moseley Prichard Parrish Knight & Jones<br />

Raymond M. Ravis<br />

Anderson, Howell & Ravis<br />

Raymond P. Reid, Jr.<br />

Pajcic & Pajcic, P.A.<br />

P. Scott Russellm, IV<br />

Carl Scott Schuler<br />

Schuler & Lee, P.A.<br />

Dennis R. Schutt<br />

Schutt, Schmidt & Noey<br />

Michael S. Sharrit<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Howard W. Skinner<br />

Miller, Skinner & Jolly, P.A.<br />

Fred T. Stapp, Jr.<br />

Harrell & Harrell, P.A.<br />

G. J. Rod Sullivan, Jr.<br />

Sullivan & Company<br />

Herbert T. Sussman<br />

Law Offices of Boyer, Tanzler & Sussman, P.A.<br />

Fred Tromberg<br />

Mark G. Usdin<br />

Ben J,. Weaver<br />

Weaver & Weaver, P.A.<br />

Clarence M. Wood<br />

Wood, Atter & Wolf, P.A.<br />

PERSONAL INJURY LAW<br />

Ronald F. Bennett<br />

Bruce Alan Maxwell<br />

Dianne Jay Weaver<br />

Weaver & Weaver, P.A.<br />

PERSONAL INJURY LITIGATION<br />

Charles Thomas Shad<br />

Saalfield, Shad, Jay, Stokes, Inclan & Stoudemire<br />

Roland E. Williams, Jr.<br />

PERSONAL INJURY MATTERS<br />

John Jolly<br />

Miller, Skinner & Jolly, P.A.<br />

PERSONAL INJURY OR DEATH<br />

Suzanne Bass<br />

PLAINTIFFS PERSONAL INJURY<br />

Michael E. Seelie<br />

PRIVATE WEALTH SERVICES<br />

Richard L. Stockton<br />

Holland & Knight LLP<br />

PROBATE<br />

Dennis L. Blackburn<br />

Blackburn & Company, L.C.<br />

Linda Logan Bryan<br />

Miller, Shine & Bryan, P.L.<br />

Michael A. Siragusa<br />

Upchurch, Bailey & Upchurch, P.A.<br />

Tracy Wilson Upchurch<br />

Upchurch, Bailey & Upchurch, P.A.<br />

PROBATE & GUARDIANSHIP<br />

Eliot J. Safer<br />

Duss, Kenney, Safer, Hampton & Joos P.A.<br />

PROBATION VIOLATION<br />

Thomas E. Cushman<br />

PRODUCTS LIABILITY<br />

Gregory A. Anderson<br />

AndersonGlenn, LLC<br />

Jeptha F. Barbour<br />

Marks Gray, P.A.<br />

David S. Brecher<br />

Smith, Gambrell & Russell, LLP<br />

Timothy J. Conner<br />

Holland & Knight LLP<br />

William M. Corley<br />

Marks Gray, P.A.<br />

William W. Deem<br />

Whalen & Deem, LLC<br />

Caroline C. Emery<br />

James P. Hanratty<br />

Marshall, Dennehey, Warner, Coleman & Goggin<br />

Wayne Hogan<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Edward McCarthy, III<br />

Rogers Towers, P.A.<br />

T. Edward McClamma<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

Thomas F. McMorrow<br />

Eric C. Ragatz<br />

Edwards & Ragatz, P.A.<br />

James C. Rinaman, Jr.<br />

Marks Gray, P.A.<br />

R. Troy Smith<br />

Holland & Knight LLP<br />

Evan J. Yegelwel<br />

Terrell Hogan Ellis Yegelwel, P.A.<br />

REAL ESTATE<br />

Barry B. Ansbacher<br />

Ansbacher & Associates, P.A.<br />

Michael J. Barker<br />

Quintairos, Prieto, Wood & Boyer, P.A.<br />

Karen M. Chastain<br />

C. William Curtis, III<br />

Law Offices of Curtis & Associates, P.A.<br />

Michael F. Dawes<br />

William J. Deas<br />

C. Davis Ely<br />

Rogers Towers, P.A.<br />

Christal L. Fish<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

Daniel J. Gallagher<br />

Doris Sussman<br />

James S. Groh<br />

Holland & Knight LLP<br />

Jack G. Hand, Jr.<br />

Robert J. Head, Jr.<br />

Head, Moss & Fulton, P.A.<br />

Paige Hobbs Johnston<br />

Rogers Towers, P.A.<br />

Sharon Strayer Learch<br />

Kevin P. Leasure<br />

Sidney E. Lewis<br />

Frank A. Lonegro<br />

CSX Transportation, Inc.<br />

Emerson M. Lotzia<br />

Foley & Lardner LLP<br />

Leonardo J. Maiman<br />

Jeffrey B. Marks<br />

Ryan & Marks Attorneys LLP<br />

Matthew S. McAfee<br />

Driver, McAfee, Peek & Hawthorne, P.L.<br />

Lori T. Nemeyer<br />

H. Joseph O’Shields<br />

Rogers Towers, P.A.


Patrick Patangan<br />

Holland & Knight LLP<br />

Mary A. Robison<br />

Fisher, Tousey, Leas & Ball<br />

William E. Scheu<br />

Rogers Towers, P.A.<br />

Tito S. Smith<br />

Rogers Towers, P.A.<br />

Carl M. Stewart<br />

Melissa S. Turra<br />

Holland & Knight LLP<br />

Douglas A. Ward<br />

Rogers Towers, P.A.<br />

Scott G. Williams<br />

Paul Young<br />

Holland & Knight LLP<br />

REAL ESTATE/LAND<br />

DEVELOPMENT<br />

Karl B. Hanson, Jr.<br />

Fowler White Boggs P.A.<br />

REAL ESTATE DEVELOPMENT<br />

Sharon Roberts Henderson<br />

McGuireWoods LLP<br />

Kenneth M. Keefe, Jr.<br />

McGuireWoods LLP<br />

REAL ESTATE TRANSACTIONS<br />

J. Michael Hughes<br />

Hughes & Lane Professional Association<br />

REAL PROPERTY<br />

David T. Abraham<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

Frederick L. Ahern, Jr.<br />

Buschman, Ahern, Persons & Bankston<br />

Michael A. Altes<br />

John D. Bailey, Jr.<br />

Upchurch, Bailey & Upchurch, P.A.<br />

Robert V. Duss<br />

William W. Gallogly<br />

Thomas M. Jenks<br />

Gunster<br />

Bruce D. Johnson<br />

Katherine Gaertner Jones<br />

Upchurch, Bailey & Upchurch, P.A.<br />

William B. McMenamy<br />

Donahoo, Ball & McMenamy, P.A.<br />

John G. Metcalf<br />

Gunster<br />

Frank Estes Miller<br />

Gunster<br />

Lee S. Osborne<br />

M. Lynn Pappas<br />

Gunster<br />

Wesley R. Poole<br />

Poole & Poole, P.A.<br />

William Benedict Ryan, Jr.<br />

Ryan & Marks Attorneys LLP<br />

Peter F. Welch<br />

Kathryn F. Whittington<br />

Gunster<br />

David L. Wolfe, Jr.<br />

REAL PROPERTY PROBATE<br />

& TRUST LAW<br />

Dorry A. Bragg<br />

Ralph R. Crabtree<br />

Crabtree Law Group, P.A.<br />

Robert A. Heekin<br />

Douglas J. Milne<br />

Milne & Buckingham, P.L.<br />

Ann R. Shorstein<br />

Susan Slagle<br />

P. Christopher Wrenn<br />

REAL PROPERTY<br />

TRANSACTIONS<br />

Daniel D. Akel<br />

Holbrook, Akel, Cold, Stiefel & Ray, P.A.<br />

REAL PROPERTY<br />

TRANSACTIONS & LITIGATION<br />

William Nussbaum<br />

Slott, Barker & Nussbaum<br />

SECURITIES<br />

William Lewis Thompson, Jr.<br />

SECURITIES & CORPORATE<br />

FINANCE<br />

Halcyon E. Skinner<br />

McGuireWoods LLP<br />

SECURITIES LAW<br />

& DIVESTITURE LAW<br />

John F. Corrigan<br />

SECURITIES LITIGATION<br />

& ARBITRATION<br />

Steven J. Gard<br />

Reznicsek, Fraser, White & Shaffer, P.A.<br />

SOCIAL SECURITY DISABILITY<br />

Raymond I. Booth, III<br />

Thomas M. Farrell, IV<br />

Virginia White Forsyth<br />

Allison Forthsyth<br />

Tracy Tyson Miller<br />

SPORTS<br />

Charles V. Hedrick<br />

Foley & Lardner LLP<br />

STATE & FEDERAL CRIMINAL<br />

LAW<br />

O. David Barksdale<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

Henry M. Coxe, III<br />

Bedell, Dittmar, DeVault, Pillans & Coxe<br />

SURETY LAW<br />

Peter C. Jones<br />

TAX LAW<br />

W. Robinson Frazier<br />

Frazier & Frazier Attorneys At Law, P.A.<br />

Frederick H. Kent, Jr.<br />

Alan K. Ragan<br />

TAX PLANNING<br />

Keith H. Johnson<br />

Johnson & Johnson, Attorneys at Law, P.A.<br />

TAXATION<br />

John S. Ball<br />

Fisher, Tousey, Leas & Ball<br />

John L. Boling<br />

Charles R. Curley, Jr.<br />

Rogers Towers, P.A.<br />

T. William Glocker<br />

Stoneburner Berry Glocker Purcell & Greenhut,<br />

P.A.<br />

Kevin A. Kane<br />

Gunster<br />

Michael R. Leas<br />

Fisher, Tousey, Leas & Ball<br />

J. Jacob R. Peek<br />

Driver, McAfee, Peek & Hawthorne, P.L.<br />

TECHNOLOGY LAW<br />

Richard Scott Draughon<br />

TELECOMMUNICATIONS<br />

BROADCAST<br />

George D. Gabel, Jr.<br />

Holland & Knight LLP<br />

TESTIMONIALS<br />

Henry E. Gare<br />

TOXIC MOLD<br />

William Edward Folsom<br />

TOXIC TORT DEFENSE LAW<br />

Gregory H. Maxwell<br />

Cronin & Maxwell, PL<br />

TRIAL LAW<br />

William deForest Thompson<br />

TRANSPORTATION<br />

Lawrence J. Hamilton, II<br />

Holland & Knight LLP<br />

T. Martin Fiorentino, Jr.<br />

TRIAL & APPELLATE PRACTICE<br />

John F. Callender<br />

TRIAL LAWYERS<br />

Bruce S. Bullock<br />

Althea M. Lachicotte<br />

Andrew H. Nachman<br />

TRIAL PRACTICE<br />

Marjorie Conner Allen<br />

Geddes D. Anderson, Jr.<br />

Murphy & Anderson P.A.<br />

Thomas E. Bishop<br />

Tanner Bishop<br />

Harris B. Brown<br />

Nathan P. Carter<br />

Harrell & Harrell, P.A.<br />

Michael J, Dewberry<br />

Rogers Towers, P.A.<br />

Diana Santa Maria<br />

G. Jeffrey Vernis<br />

Vernis & Bowling of Birmingham, LLC<br />

TRIALS<br />

Jeffrey A. Hurley<br />

TRUCKING LAW<br />

Thomas F. Slater<br />

Pajcic & Pajcic, P.A.<br />

TRUST & ESTATES<br />

Anne Buzby-Walt<br />

Fisher, Tousey, Leas & Ball<br />

TRUST & ESTATES LITIGATION<br />

John P. Cole<br />

Gunster<br />

TRUST LAW<br />

Russell H. Showalter, Jr.<br />

Dale, Bald, Showalter, Mercier & Green, P.A.<br />

TRUSTS & ESTATES<br />

Robert N. Miller<br />

Fisher, Tousey, Leas & Ball<br />

Rose Marie K. Preddy<br />

VICTIMS RIGHTS<br />

James A. Kowalski, Jr.<br />

WARRANTY LAW<br />

Brooks C. Rathet<br />

Bromagen & Rathet, P.A.<br />

WILLS<br />

Thomas M. Reiter<br />

Brant, Abraham, Reiter, McCormick & Johnson<br />

WILLS, TRUSTS & PROBATE<br />

Robert E. Cosby<br />

WORKERS COMPENSATION<br />

Stephen M. Armstrong<br />

N. Mark Becker<br />

Bonnie J. Currie<br />

Taylor, Day, Grimm, Boyd & Johnson, P.A.<br />

Douglas E. Daze<br />

David P. Dearing<br />

Rahaim, Watson, Dearing, & Moore, P.A.<br />

Alison Hunnicutt Hauser<br />

Marks Gray, P.A.<br />

Ralph Joyner Humphries<br />

Theodore Michael Johns<br />

Eraclides, Johns, Hall, Gelman, Johannessen &<br />

Goodman, LLP<br />

Joy A. Lordahl<br />

Mary Nelson Morgan<br />

Boyd & Jenerette, P.A.<br />

M. Wayne Myers<br />

Michael J. O’Rourke<br />

Robert D. Pope<br />

McConnaughhay, Duffy, Coonrod, Pope & Weaver<br />

John J. Rahaim, II<br />

Rahaim, Watson, Dearing, & Moore, P.A.<br />

Michael D. Rudolph<br />

Harris, Guidi, Rosner, Dunlap & Rudolph, P.A.<br />

Benford L. Samuels, Jr.<br />

Boyd & Jenerette, P.A.<br />

Richard M. Stoudemire<br />

Saalfield, Shad, Jay, Stokes, Inclan & Stoudemire<br />

WORKERS COMPENSATION<br />

& EMPLOYMENT<br />

Mark Kamm Eckels<br />

Boyd & Jenerette, P.A.<br />

WORKERS COMPENSATION<br />

& CLAIMANT<br />

George D. Rotchford<br />

Rotchford & Betancourt, P.A.<br />

WORKERS COMPENSATION<br />

DEFENSE<br />

Linda Wagner Farrell<br />

Boyd & Jenerette, P.A.<br />

Jack A. Langdon<br />

Martin L. Leibowitz<br />

WORKERS COMPENSATION<br />

LAW<br />

David A. McCranie<br />

WRONGFUL DEATH LAW<br />

Roger J. Dodd<br />

Spohrer & Dodd, P.L.<br />

EDITOR’S NOTE:<br />

Because of space<br />

limitations, firm<br />

names were cut<br />

from listings of<br />

single-attorney<br />

firms.<br />

To learn<br />

more<br />

about<br />

Martindale-Hubbell Peer<br />

Review Ratings, please go to<br />

Martindale.com/ratings. These<br />

lawyers can be found online<br />

at Lawyers.com and Martindale.com,<br />

in the Martindale-<br />

Hubbell Law Directory in print<br />

and CD-ROM formats, and<br />

online through the LexisNexis<br />

services and at Lexis.com. •<br />

904 Magazine’s 2012 Martindale-Hubbell<br />

Top Rated<br />

Lawyers list is based on the<br />

most up-to-date information<br />

available to LexisNexis Martindale-Hubbell<br />

at time of printing.<br />

Updates and corrections<br />

should be emailed to:<br />

laura.coppola@lexisnexis.com.<br />

October 2012 : 904theMagazine.com : 39


PHOTO BY KRIS KOO<br />

J a c k s O n v i L L e ’ s T O P a T T O r n e y s<br />

John Phillips has been everywhere in the last year. He hosts a radio<br />

show with Jacksonville Jaguar Rashad Jennings (during the off<br />

season) named Courts & Sports, which recently moved from<br />

Sunday mornings on WOKV to Thursdays at 6 pm on Sports Radio<br />

930. He regularly appears on national television and radio shows<br />

such as the Today Show, Lex & Terry, Mancow and was recently<br />

asked to do a piece for Lifetime Television. Since starting his own<br />

firm, he has played dodgeball and walked the fashion catwalk for<br />

charity, given out free legal advice at an event for the Police Athletic<br />

League, delivered turkeys to the Clara Barton Mission and has<br />

given thousands to local charities. It’s all in a year’s work to John.<br />

And then there is the practice of law. John recently obtained a<br />

$1.1 million dollar verdict against Coca-Cola on a case that was<br />

hotly defended by six different defense attorneys. “It was my<br />

own little David versus Goliath,” John said. “My client had three<br />

Law Offices of John M. Phillips<br />

John M. Phillips<br />

surgeries and over a quarter of a million dollars in medical bills and<br />

the top offer until trial was $35,000. That’s not justice. When someone<br />

breaks your fishing pole and then blames you because they say it<br />

was too old, that’s not right. Accepting blame is saying, ‘I broke it.’<br />

Accepting responsibility is replacing it. In this case, Coca-Cola did<br />

not do either."<br />

John is rated AV-Preeminent by Martindale, is a two-time Florida<br />

SuperLawyer, was named as one of the top 100 trial lawyers in the<br />

state of Florida, was given the title of “JAX Boldest” Business by<br />

the Chamber of Commerce and was selected by readers of Folio<br />

Weekly as the “Best (Lawyer) of Jax.” He practices primarily personal<br />

injury and medical malpractice law in Florida. His firm handles a wide<br />

variety of cases including representing radio show hosts Lex & Terry<br />

in their suit against 1010XL and representing injured Olympic boxing<br />

hopeful, Ishika Lay.<br />

5405 Ortega Blvd., Jacksonville, FL 32210 • Tel. 904.517.8903 • knowthelawyer.com<br />

40 : 904theMagazine.com : October 2012 A 904 MAGAZINE ADVERTISING SECTION


J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Terrell Hogan<br />

Alan Pickert & Anita Pryor<br />

They are considered the “Dynamic Duo of Asbestos<br />

Litigation” not only in Florida, but in the entire<br />

United States. Earlier this year, Newsweek named<br />

Anita Pryor and Alan Pickert two of the top 20<br />

asbestos leaders in the nation. They have successfully<br />

represented more than 4,000 clients who<br />

developed mesothelioma or asbestos cancer by<br />

being exposed to asbestos in various industries and<br />

venues, including construction, automotive, ship<br />

building, navy, merchant marines, paper mills, and<br />

powerplants. They have achieved numerous multimillion<br />

dollar jury verdicts and settlements on behalf<br />

of their mesothelioma and lung cancer clients.<br />

Before becoming an attorney, Anita practiced<br />

nursing for several years, participating in<br />

research and education for critical care nurses.<br />

This experience resulted in two publications<br />

of her own research in a very prestigious medical<br />

journal. She was also an assistant professor of<br />

nursing and voted teacher of the year. She<br />

maintains her nursing license and has been a<br />

featured speaker at many programs. She is<br />

also an accomplished trial attorney, representing<br />

victims of defective products including asbestos<br />

products, faulty prosthetic devices, recalled<br />

hernia mesh, and welding rods. She has held<br />

the highest rating by Martindale-Hubbell for the<br />

last ten years. Anita has also published articles in<br />

legal journals and argued before the First District<br />

Court of Appeal. She is the past president of the<br />

Jacksonville Women Lawyers Association.<br />

Alan Pickert has not only successfully handled<br />

mesothelioma cases for the past twenty years but<br />

also focuses on several aspects of personal injury<br />

law such as automobile and trucking accidents,<br />

dog attacks and vaccines. He has been published<br />

twice for his articles on asbestos and medical<br />

malpractice and obtained one of the largest awards<br />

in the history of the vaccine court in Washington,<br />

D.C. for a child that was injured by a vaccine.<br />

He is the former President of the Jacksonville Bar<br />

Association. He is the past recipient of the Florida<br />

Bar Presidents Pro Bono service award for his work<br />

with the homeless and underprivileged in Duval<br />

County and currently is the president of HEAL!<br />

(“Healing Every Autistic Life”) a local non-profit<br />

organization that helps children on the autism<br />

spectrum and their families in North Florida. Alan<br />

has repeatedly received the highest rating from<br />

Martindale-Hubbell in its rating of attorneys in the<br />

U.S. and has been consistently named as one of<br />

Florida’s Top Attorneys by Florida Trend (“Legal<br />

Elite”) and by Law and Politics (“Super Lawyers”).<br />

233 East Bay St., 8th Floor, Jacksonville, FL 32202<br />

Tel. 904.632.2424 • FloridaAsbestos.com<br />

A 904 MAGAZINE ADVERTISING SECTION<br />

October 2012 : 904theMagazine.com : 41


J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

St. Denis & Davey, P.A.<br />

Donald W. St. Denis<br />

Donald St. Denis is Board Certified in Civil Trial Practice by The<br />

Florida Bar. He is AV peer review rated.<br />

In a time when most attorneys are not being relied upon by their<br />

clients to take their cases to trial, Mr. St. Denis picked five civil<br />

juries from May 2011 to July 2012.<br />

Mr. St. Denis graduated with honors in 1984 from The University<br />

of Arkansas, where he was an Academic All-American and Athletic<br />

All-American. He then attended the University of Florida College<br />

of Law on an NCAA Postgraduate Scholarship and graduated<br />

from a joint program in law and linguistics in 1989. He went on<br />

to teach law and cross-cultural negotiation in China from 1989<br />

to 1990. He then was an Adjunct Instructor in Business Law at<br />

The University of Florida Business School from 1990 to 1991.<br />

His practice focuses on legal and accounting malpractice, as well<br />

as commercial insurance defense and personal injury litigation.<br />

He has tried numerous cases defending corporations to defense<br />

verdicts in Florida, as well as in Georgia, Virginia and Ohio. Further,<br />

Mr. St. Denis has vast experience in representing automobile,<br />

motorcycle and boat dealerships in all types of litigation, including<br />

administrative hearings, throughout the State of Florida.<br />

In 2010 Mr. St. Denis was recognized by The Elite Lawyers of<br />

America as a civil trial lawyer who obtained multiple verdicts or<br />

settlements of at least two million dollars.<br />

Mr. St. Denis was selected as a Super Lawyer in 2008, 2009,<br />

2010, 2011 and 2012. He is a life member of the Million Dollar<br />

and Multi-Million Dollar Advocates Forums. Mr. St. Denis was<br />

awarded by a jury one of the largest verdicts to be upheld on<br />

appeal by the First District Court of Appeals in Florida under the<br />

Substantial Certainty Doctrine. He has the further distinction of<br />

obtaining jurisdiction over a United Nations contractor in the<br />

United States for a helicopter crash in Guatemala. When he is<br />

not practicing law, he enjoys traveling and spending time with<br />

his wife and five children.<br />

To learn more about the firm, visit www.sdtriallaw.com<br />

1300 Riverplace Blvd., Suite 401, Jacksonville, FL 32207<br />

Tel. 904.396.1996 • www.sdtriallaw.com<br />

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(L to R)<br />

Raymond Joseph,<br />

Michael Marees &<br />

John Marees, II<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Joseph & Marees, P.A. is a Martindale-Hubbell AV rated law firm<br />

based in Jacksonville, Florida, concentrating in the areas commercial<br />

collections, commercial litigation and enforcement of judgments. The<br />

firm was founded by Raymond B. Joseph in 1988 and was joined<br />

by Michael J. Marees in 1993. Having successfully represented<br />

thousands of creditors worldwide, Joseph & Marees, P.A. is uniquely<br />

qualified to handle a wide variety of commercial collection matters<br />

including nonpayment for goods and services, breach of contract<br />

claims, nonpayment of leases, construction claims, and enforcement<br />

of final judgments. The shareholders, Raymond B. Joseph and<br />

Michael J. Marees, are both Jacksonville natives and graduates<br />

A 904 MAGAZINE ADVERTISING SECTION<br />

Joseph & Marees, P.A.<br />

of the University of Florida College of Law. They have both been<br />

recognized by their peers with an AV “Preeminent” rating, the<br />

highest rating possible for both legal ability and ethical standards.<br />

By combining their backgrounds in finance and accounting with over<br />

60 years of collective experience, they offer their business clients<br />

a distinctive understanding of their business needs, while being<br />

sensitive to the cost and expense of litigation by offering contingency<br />

fee arrangements on the majority of collection cases which they<br />

handle. With the addition of John M. Marees, II, a former Assistant<br />

State Attorney, the firm has expanded its practice to include defense<br />

of DUI’s, traffic offenses and other minor criminal matters.<br />

4035 Atlantic Blvd., Jacksonville, FL 32207 • Tel. 904.636.8600 • josephandmarees.com<br />

October 2012 : 904theMagazine.com : 43


J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Glazier & Glazier, P.A.<br />

The husband and wife team of Scott and Cynthia Glazier, now with<br />

more than 50 years’ combined experience, started Glazier & Glazier, P.A.<br />

in 1999 to provide small business clients the depth and experience of<br />

a large legal firm—in a small practice emphasizing prompt, personal<br />

responsiveness.<br />

Scott, who is rated Martindale-Hubbell AV-Preeminent, the highest<br />

ranking possible from his peers, serves as the Transactional Law Section<br />

Chairman of the Jacksonville Bar Association. The firm includes William<br />

O’Leary, who holds an L.L.M. graduate tax degree, enabling him to<br />

assist clients with complex estate and tax planning needs.<br />

Glazier & Glazier, P.A. maintains a comprehensive view of its clients’<br />

circumstances while providing the attention to detail and accessibility<br />

clients depend on. Practice areas include corporate and business law,<br />

mergers and acquisitions, federal and state taxation, estate planning and<br />

administration, and healthcare law. Clients range from locally-owned<br />

start-up and growth companies to internationally-owned businesses<br />

operating throughout North America.<br />

8825 Perimeter Park Blvd., Suite 504, Jacksonville, FL 32216<br />

Tel. 904.997.1033 • www.glazierlawfirm.com<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

14 East Bay St., Jacksonville, FL 32202<br />

Tel. 904.357.3660 • www.milamhoward.com<br />

Milam Howard Nicandri Dees & Gillam, P.A.<br />

seeks to redefine the traditional role of law<br />

firms by providing innovative legal solutions.<br />

We have a client-centered, results-oriented<br />

approach to our practice. We leverage<br />

technology to ensure that we can offer our<br />

clients the depth and capabilities of a large<br />

multi-office firm, while preserving the personal<br />

attention of a small firm. We represent<br />

individuals and entities ranging from start-ups<br />

to corporations listed on national stock<br />

exchanges, all with diverse legal needs. We<br />

invite you to learn more about our firm, our<br />

partners (all of whom are rated AV Preeminent<br />

by LexisNexis Martindale-Hubbell) and our<br />

areas of expertise by visiting our website<br />

www.milamhoward.com<br />

44 : 904theMagazine.com : October 2012 A 904 MAGAZINE ADVERTISING SECTION


1540 The Greens Way, Ponte Vedra • 904.858.9818<br />

1830 Atlantic Blvd., Jacksonville • 904.396.3335<br />

stonelockett.com<br />

A 904 MAGAZINE ADVERTISING SECTION<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

McCorvey & Myers, A Partnership<br />

of Professional Entities<br />

McCorvey & Myers is a partnership of professional entities. Our group consists of John<br />

H. McCorvey, Jr., P. L. and Ashley McCorvey Myers, P. A.– two firms combined to achieve<br />

a common goal: excellence in legal representation. Kate Mesic is “of counsel” to our firm.<br />

We bring creative solutions to a wide range of legal matters, ranging from routine to<br />

complex. Every client is important and we recognize each client’s unique needs. We are<br />

committed to building long-term relationships with our clients based on honesty, integrity<br />

and trust. The outcome is satisfied clients whom we have the pleasure of representing<br />

time and time again.<br />

Our firm’s practice areas are:<br />

John H. McCorvey, Jr., P. L.– John H. McCorvey, Jr., assisted by Kate Mesic, practices<br />

in the areas of commercial litigation, contractual disputes, real estate litigation, foreclosure,<br />

commercial collections, landlord-tenant, business disputes, asset recovery, and creditors’<br />

rights in and outside of bankruptcy. In addition, Mr. McCorvey is a Florida Supreme Court<br />

Certified Circuit Civil Mediator and offers mediation services.<br />

Ashley McCorvey Myers, P. A.– Ashley Myers practices exclusively in the area of family<br />

law. She is Florida Bar Board Certified in marital and family law.<br />

(l to r) Kate Mesic, John H. McCorvey, Jr. & Ashley McCorvey Myers<br />

1912 Hamilton St., Ste. 204, Jacksonville, FL 32210 • Tel. 904.388.4030<br />

jacksonvillefloridalawyers.com<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

STONE LOCKETT, PL.<br />

Stone Lockett, PL. is a law firm committed to defending people accused of crimes in both state<br />

and federal court. The attorneys and staff at Stone Lockett have the experience, reputation and<br />

legal skills necessary to ensure clients receive excellent representation. Our team approach to<br />

each case provides every client with the confidence of knowing that everything within the law will<br />

be done to achieve favorable results.<br />

Stone Lockett is widely considered one of the best DUI defense firms in the state and they handle<br />

all types of criminal defense matters including white collar crimes, violent crimes, sexual offenses,<br />

firearms, prescription drug offenses, trafficking and sales of narcotics, domestic violence, theft and<br />

property crimes, juvenile offenses, post conviction relief, grand jury proceedings and appeals.<br />

Mitchell Stone, a former state prosecutor and Florida Bar Board Certified Criminal Trial Lawyer,<br />

has tried over 150 jury trials from DUI to Complex Federal White Collar Crimes to Murder. He is<br />

a graduate of the University of Florida College of Law, is rated AV Preeminent by Martindale-<br />

Hubble and is named in Super Lawyers and Florida Trend’s Legal Elite. He is the chair of the<br />

FACDL Blood Breath & Tears DUI Seminar, is on the faculty of the Florida Bar's Masters of DUI<br />

seminar and other criminal defense seminars around the state. He authored Strategies for<br />

Defending DUI Cases in Florida, the DUI Notes column for The Florida Defender Magazine and<br />

numerous articles concerning criminal defense strategies. He is a past president of the FACDL<br />

Northeast chapter, past FACDL board member and past chairman of the Criminal Law section<br />

of the Jacksonville Bar Association. He is also a regular legal analyst in national and local media.<br />

Lee Lockett, a former state prosecutor division chief and current President of the Northeast<br />

Chapter of the Florida Association of Criminal Defense Lawyers is a Jacksonville Native and<br />

graduate of St. Thomas University School of Law. He has conducted over 45 criminal jury trials<br />

and is a member of the National College of DUI Defense and serves on the Traffic Rules Committee<br />

of the Florida Bar. He has received the highest rating of Superb by AVVO and is rated<br />

AV Preeminent by Martindale-Hubble. He is on the Faculty of the FACDL Blood Breath & Tears<br />

DUI seminar as well as other DUI and criminal law seminars. He has authored criminal defense<br />

articles and has been called as an expert in DUI law in Florida and Tennessee. He has also<br />

appeared in national and local media concerning criminal law matters.<br />

October 2012 : 904theMagazine.com : 45


J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Akerman Senterfitt Akerman is a leading transactions and trial law firm known for its core strengths in middle<br />

market M&A, within the financial services and real estate industries, and for a diverse<br />

Latin America practice. With more than 500 lawyers and government affairs professionals<br />

and a network of 19 offices, it is ranked among the top 100 law firms in the United<br />

States by The National Law Journal NLJ 250 (2012). Akerman also is ranked among<br />

the top 100 law firms for diversity by MultiCultural Law magazine (2012) and recognized<br />

as the Law Firm of the Year for Diversity – South by Benchmark Litigation (2012).<br />

Standing: Tim McDermott, H. Timothy Gillis & Jacob Brown<br />

Seated: John Macdonald, David Otero & Peter Dame<br />

Peter Larsen Robert Leapley, Jr. Stephen Prom<br />

50 N. Laura St., Suite 3100, Jacksonville, FL 32202<br />

Tel. 904.798.3700 • akerman.com<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Fisher, Tousey, Leas & Ball, P.A.<br />

(L to R) Michael W. Fisher, Harris L. Bonnette, Jr., Mary A. Robison, A. Hamilton Cooke,<br />

Clay B. Tousey, Jr., W. Hamilton Traylor, Robert A. Dawkins, Michael R. Leas, Beverly H. Furtick,<br />

Clay B. Tousey III, John E. Lawlor, III, Anne Buzby-Walt, Robert N. Miller, John S. Ball<br />

501 Riverside Ave., Suite 600, Jacksonville, FL 32202<br />

818 N. A1A, Suite 104, Ponte Vedra Beach, FL 32082<br />

5211 S. Fletcher Ave., Suite 260, Amelia Island, FL 32034<br />

Tel. 904.356.2600 • www.fishertousey.com<br />

Jacob A. Brown: practices primarily in bankruptcy, commercial litigation, and business<br />

reorganizations<br />

Peter L. Dame: primary area of focus is public finance, representing local governments,<br />

financial institutions, and other financing participants<br />

Timothy Gillis: practice focuses on mergers and acquisitions, joint ventures, and equity<br />

and debt offerings<br />

Peter O. Larsen: areas of focus include state and local tax planning, and federal tax<br />

litigation and controversy<br />

Robert A. Leapley, Jr.: focuses his practice on commercial real estate and business<br />

transactions<br />

John B. Macdonald: practice focuses primarily on commercial litigation, bankruptcy,<br />

and reorganizations<br />

Timothy J. McDermott: areas of focus include commercial litigation, products liability,<br />

insurance, and risk management<br />

David E. Otero: practice focuses on commercial litigation, bankruptcy, workouts, and<br />

restructuring<br />

Stephen G. Prom: areas of focus include corporate, business, and tax-exempt law,<br />

with a high concentration in the healthcare industry<br />

Established in 1978, Fisher, Tousey, Leas & Ball, P.A.<br />

is the largest business, tax and estate planning specialty<br />

law firm in north Florida, with offices in Jacksonville, Ponte<br />

Vedra Beach and Amelia Island. Thirteen of the firm’s shareholders<br />

are AV rated with Martindale-Hubbell and twelve are<br />

board certified by the Florida Bar in Wills, Trusts & Estates,<br />

Taxation or Real Estate Law.<br />

We are pleased to announce that A. Hamilton Cooke recently<br />

joined the firm as a shareholder and will practice in the<br />

areas of Estate Planning, Probate and Trust Administration,<br />

and Real Estate Law. Fisher, Tousey, Leas & Ball was also<br />

ranked in the 2011-12 U.S. News – Best Lawyers ® “Best<br />

Law Firms” in both Tax Law and Trust and Estate Law.<br />

Our board certified specialists counsel clients in estate<br />

planning, including wills, trusts, and charitable foundations,<br />

and in trust administration, guardianships, and elder law.<br />

Our clients look to the firm to educate them throughout the<br />

estate planning process. The firm’s business and tax practice<br />

helps LLCs, corporations, partnerships, and charitable<br />

organizations navigate complex tax issues, mergers and<br />

acquisitions, sales, retirement plans and employee benefit<br />

matters. The firm’s real estate practice counsels our business<br />

and high net worth clients on the purchase, sale, financing,<br />

leasing, and/or exchange of commercial real estate while<br />

also offering real estate tax planning services.<br />

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A 904 MAGAZINE ADVERTISING SECTION<br />

J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Janet E. Johnson, P.A.<br />

CRIMINAL DEFENSE<br />

Janet Johnson has represented those in need of a criminal defense<br />

attorney since 1994. She is a member of the Florida Bar and the Colorado<br />

Bar, as well as the Florida Association of Criminal Defense Lawyers,<br />

and has been chosen to teach at their annual D.U.I. seminar, “Blood,<br />

Breath & Tears.” Ms. Johnson has appeared as a commentator on First<br />

Coast News, CNN, HLN, Fox News, TruTV and The Wall Street Journal<br />

Radio Network. She has received an AV rating from Martindale-Hubbell<br />

and practices exclusively in the area of criminal defense.<br />

Howard G. Butler, Esq.<br />

Butler Law Group<br />

PERSONAL INJURY & WRONGFUL DEATH<br />

1506 Prudential Dr., Jacksonville, FL 32207<br />

Tel. 904.398.2308 • butler-law-group.com<br />

211 N. Liberty St., Suite 3<br />

Jacksonville, FL 32202<br />

Tel. 904.634.8991<br />

Janetejohnsonlaw.com<br />

Howard G. Butler, Esq. is a nationally Board Certified Civil Trial<br />

Lawyer, is AV rated by Martindale-Hubble and has been repeatedly<br />

selected for inclusion in “The Best Lawyers In America” and Super<br />

Lawyers which is limited to the top 5 percent of lawyers in a state.<br />

During the course of his 25 year career Mr. Butler has represented<br />

thousands of injured people.<br />

Carolyn S. Zisser<br />

FAMILY LAW<br />

302 Third Street, Suite 6<br />

Neptune Beach, FL 32266<br />

Tel. 904.249.8787<br />

ZisserFamilyLaw.com<br />

With 40 years of experience, Carolyn S. Zisser understands that<br />

family law cases present many challenges, concerns and options. Her<br />

goal is to seek as peaceful a solution as possible with zealous advocacy<br />

when court action is necessary. She is an AV Preeminent Rated lawyer<br />

by Martindale-Hubbell. Carolyn’s law firm takes a team approach to<br />

solving complex family law issues involving significant custody, equitable<br />

distribution, support, prenuptial agreements and other divorce issues.<br />

Associate attorney, Laura Giovannetti, received her Juris Doctorate<br />

from the University of Miami School of Law and has been practicing law<br />

for over six years. In addition to her experience in traditional divorce,<br />

paternity and post-judgement litigation, Laura is trained in Collaborative<br />

Family Law, a model that allows parties to resolve disputes in a nonadversarial<br />

fashion. Laura is an Associate Member of the Florida Family<br />

Law Inn of Court and Secretary of First Coast Collaborative Family Law.<br />

Bruce S. Bullock<br />

MEDIATION, CIVIL TRIAL & PERSONAL INJURY LAW<br />

5515-2 Philips Highway, Jacksonville, FL 32207 Tel. 904.731.0535<br />

Bruce S. Bullock practices civil trial personal injury law<br />

and mediation. He is a Florida Supreme Court Certified Circuit<br />

Mediator and an AV Preeminent rated attorney (1980), as well<br />

as a member of the Florida Bar, the Jacksonville Bar Association,<br />

the American Board of Trial Advocates (Diplomate) and the<br />

Rotary Club of South Jacksonville.<br />

October 2012 : 904theMagazine.com : 47


J A C K S O N V I L L E ’ S T O P A T T O R N E Y S<br />

Kevin E. Jakab, Esq. • Jakab Law, PLLC<br />

1936 San Marco Blvd., Jacksonville, FL 32207 Tel. 904.683.2290<br />

Jakab Law, PLLC offers civil litigation and trial support to individuals<br />

and businesses, throughout the State of Florida. Our firm also co-counsels<br />

with law firms to both defend and prosecute civil cases destined for trial<br />

in either federal or state court.<br />

Jakab Law, PLLC is directed by founding and managing partner,<br />

Kevin Jakab, Esq. Mr. Jakab is a “Triple Gator” having earned Bachelor,<br />

Master, and Juris Doctor degrees from the University of Florida. Mr. Jakab<br />

was also a distinguished Graduate Fellow at Georgetown University.<br />

Mr. Jakab has considerable experience handling a wide-variety of civil and<br />

commercial cases involving: professional liability; insurance coverage<br />

and bad faith; wrongful death; significant personal injury; fraud; and<br />

commercial transportation.<br />

Law Offices of Arthur Hernández, P.A.<br />

2223 Oak St., Ste. 711, Jacksonville, FL 32204 Tel. 904.389.6989<br />

email arthur@arthurhernandez.com • arthurhernandez.com<br />

Arthur Hernández is a member of the Florida Bar, Jacksonville Bar,<br />

Federal Courts, Jacksonville Justice Association, Jacksonville Chamber<br />

of Commerce and is also board eligible in Civil Trial.<br />

Mr. Hernández specializes in personal injury, wrongful death, medical<br />

malpractice, trucking litigation, insurance bad faith, and commercial<br />

litigation, for individual and multi-national clients. He earned his undergraduate<br />

degree from the University of Miami in 1986 and law degree<br />

from St. Thomas University School of Law, in 1990. He has proudly<br />

served the legal needs of the “904 community” since July 1993.<br />

Katie L. Dearing<br />

300 West Adams St.<br />

Suite 500<br />

Jacksonville, FL 32202<br />

Tel. 904.355.8001<br />

dearingfirm.com<br />

The Dearing Law Firm is an AV-rated trial and appellate firm representing<br />

businesses and individuals in a wide variety of litigation matters,<br />

including cases involving complex business and commercial disputes,<br />

contractual disputes, products liability, business torts, premises liability,<br />

creditor’s rights, real estate litigation, trade secrets, professional liability,<br />

personal injury, unfair competition, warranty law, and wrongful death.<br />

Recognizing that great results do not require great expense, we are<br />

committed to providing high-quality legal services and efficient, proactive<br />

solutions that solve our clients’ problems without breaking their budgets.<br />

We understand the real cost a legal dispute has on a business and strive<br />

to provide our clients with winning solutions in line with the client’s business<br />

goals and resources.<br />

Ms. Dearing has received an AV rating from Martindale-Hubbell, and has<br />

been selected by her peers for inclusion in The Best Lawyers in America<br />

and in Super Lawyers magazine as one of the top attorneys in Florida.<br />

Michael D. McGrath<br />

McGrath Gibson<br />

Injury & Family Law<br />

PERSONAL INJURY, WRONGFUL DEATH, MEDICAL MALPRACTICE<br />

6117 Atlantic Blvd., Jacksonville, FL 32211 Tel. 904.358.3300<br />

LearnYourRights.com<br />

Michael founded McGrath Gibson with fellow Florida Coastal graduate<br />

Brad Gibson. He serves as the firm’s Managing Partner, overseeing operations<br />

in the Jacksonville and West Palm Beach offices. Michael is AV-Rated<br />

by Martindale-Hubbell and licensed to practice in Florida, Georgia, and<br />

North Carolina. The firm is comprised of seven attorneys focusing on serious<br />

injury and family law litigation.<br />

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ILLUSTRATION BY KEN DUBROWSKI<br />

Advisor<br />

TheLBAGroup.com<br />

S P E C I A L A D V E R T I S I N G S E C T I O N<br />

• Year End Tax Planning<br />

• Valuing Your Business<br />

• Safe Harbor for 401(k) Plans<br />

• Tax Identity Theft<br />

• The Avoidable Failure to Act<br />

October 2012 : 904theMagazine.com : 49


Richard D. Brock, C<strong>PA</strong><br />

Chairman of the Board<br />

Neal J. Von Stein, C<strong>PA</strong><br />

Managing Partner<br />

The LBA Group<br />

501 Riverside Avenue<br />

Suite 800<br />

Jacksonville, FL 32202<br />

Phone: 904.396.4015<br />

Fax: 904.399.4012<br />

TheLBAGroup.com<br />

50 : 904theMagazine.com : October 2012<br />

Dear Clients & Friends:<br />

ow. The past couple of months have been very exciting ones for all of us at LBA.<br />

We are extremely proud to announce that the LBA family of companies: LBA<br />

Certified Public Accountants, LBA Healthcare Consulting Services, LBA Retirement<br />

Plan Services and LBA Wealth Management, will now present as one firm—The LBA<br />

Group.<br />

The shift to one identity is one we have discussed over the last year and we are extremely excited to<br />

have launched our new cohesive logo last month. In addition, our company website has undergone<br />

an entire redesign and redevelopment, we launched The LBA Group’s YouTube Channel and . . . .<br />

wait for it. . . . we started Tweeting! Our goal is to consistently provide our clients with an experience.<br />

The professionals at The LBA Group maintain the highest level of integrity and we make it a<br />

priority to ensure we are on the leading edge of technical knowledge and understanding. But maybe<br />

even more than that, is the personality with which we provide our services. We are different and we<br />

want everyone to get that message loud and clear.<br />

In this issue of the LBA Advisor, we take a look at some of the key issues facing both individuals<br />

and businesses. Personal identity theft is a growing problem throughout the country, and it is affecting<br />

the filing of tax returns in a major way. Unfortunately, Florida is reporting the highest number of<br />

tax identity thefts in the country. The LBA Group’s Managing Partner, Neal Von Stein, provides some<br />

preventative ways to avoid identity theft and that make it difficult for you to become an easy target.<br />

See these tips on page 52.<br />

Also affecting individual taxpayers are rising rates and expiring tax breaks, making tax planning more<br />

complicated as we enter into the 4th quarter of 2012. Planning for deductions is going to be key for<br />

individuals this year so please review some of the highlights we have outlined on page 53.<br />

Bob McKendry, The LBA Group’s Partner in our Retirement Plan Services division, outlines on pages<br />

54 and 55 how choosing one of two safe harbor contribution alternatives can benefit small business<br />

owners when added to a 401(k) plan. Also for business owners, Rob Hinckley, a Tax and Estate<br />

Planning Partner tackles the sensitive issue of planning for what will ultimately happen to their<br />

businesses. Proactive planning is key to planning a business owner’s exit strategy and Rob provides<br />

10 questions to consider about life after your business on page 60. As a natural next step to considering<br />

an exit strategy, Scott Steadman, a Director in The LBA Group’s Forensic, Litigation & Valuation<br />

Services Group, then tackles the top five reasons owners should consider putting “Estimate the<br />

Value of My Business” on the top of their to-do lists.<br />

Rounding out this issue’s articles, Carol Crews, The LBA Group’s Director of Healthcare Consulting<br />

Services outlines a new operating rule that is estimated to save hospitals, physicians and health<br />

plans up to $4.5 billion over the next 10 years. We are also pleased to announce the 3rd Annual<br />

Physician Client Update which will be held on Wednesday, November 7, 2012 at The River Club.<br />

You can read Carol’s article on page 56 and view the event details on page 57.<br />

Finally, we are, as always, extremely proud of our team’s professional accomplishments and of their<br />

selfless sense of community. In this issue of Inside LBA we are honored to celebrate promotions,<br />

leadership roles, volunteerism and new additions to our team.<br />

Thank you again for trusting the professionals at The LBA Group to provide you with service that is<br />

unequalled with integrity that is uncompromising by those who have unsquared personalities!<br />

Sincerely,<br />

The LBA Group


Personal Planning<br />

52 Tax Identity Theft—A Growing Problem<br />

Tax Planning<br />

53 In these uncertain times, year end tax planning is more important than ever.<br />

Retirement Plan Services<br />

54 Plan Design: The Safe Harbor Solution for 401(k) Plans<br />

Healthcare<br />

CONTENTS<br />

56 New Rule Is Estimated to Save Hospitals, Physicians and Health Plans Up to $4.5 Billion<br />

Over Next 10 Years.<br />

Inside LBA<br />

58 New Team Members • Promotions • Leadership • Out and About<br />

59 LBA Steps Up!<br />

Business Planning<br />

60 The Avoidable Failure to Act<br />

Forensic, Litigation & Valuation Services<br />

62 Five Reasons You Need to Know What Your Business is Worth<br />

The LBA Group guarantees neither the accuracy nor completeness of information contained in this publication and is not responsible for any errors or omissions or for results obtained by others as a result of reliance upon<br />

such information. This publication does not, and is not intended to, provide legal, tax or accounting advice. For more information on any of the issues addressed in this publication, please contact The LBA Group directly at<br />

904.396.4015.<br />

October 2012 : 904theMagazine.com : 51


Personal Planning<br />

Tax Identity Theft—A Growing Problem<br />

A high number of identity theft cases have been reported to the IRS. Over half of these cases are in Florida.<br />

Neal J. Von Stein, C<strong>PA</strong><br />

Managing Partner<br />

Direct: 904.224.9780<br />

nvonstein@TheLBAGroup.com<br />

52 : 904theMagazine.com : October 2012<br />

Identity theft is a growing problem throughout the<br />

country, and it is affecting the filing of tax returns in<br />

a major way. The Federal Trade Commission reports<br />

that it continues to be the number-one consumer complaint<br />

reported to the agency year after year. And the<br />

state of Florida has the highest number of reported<br />

cases in the country.<br />

Identity theft can be a risk every time you swipe your<br />

credit card at a store or provide your<br />

Social Security number online. On the tax front, clever<br />

con artists masquerading as IRS representatives or<br />

agents may try to steal your vital information and use it<br />

for illegal means. Or an identity thief could file a fake<br />

tax return for you in order to obtain a refund.<br />

Incidences of tax identity theft have increased significantly<br />

in the past couple of years. The IRS's Incident<br />

Tracking Statistics Report shows that 641,052 taxpayers<br />

were affected by identity theft in 2011 compared<br />

with 270,518 in 2010.<br />

We recently contacted the IRS directly to inquire what, if<br />

anything, we could do to help our clients who have been<br />

dealing with tax refund identity theft and the extremely<br />

long process of rectifying the situation.<br />

Unfortunately, the response was not what we were hoping<br />

for. According to the local IRS office, 2/3 to 3/4 of<br />

all refund identity theft cases in the United States have<br />

occurred in Florida. While the IRS is working hard with<br />

local authorities to address the issue, the sheer volume<br />

of identity theft cases is overloading the system and its<br />

capacity to work through each case.<br />

In this age of digital information, it can be a daunting<br />

task to keep your private information secure. However,<br />

there are preventative ways to avoid identity theft and<br />

make it difficult for you to become an easy target.<br />

Consider the following tips.<br />

Tips to Avoid Identity Theft:<br />

• Use credit cards, not debit cards. A debit card is<br />

linked directly to your checking account. If someone<br />

steals your credit card information and uses it to<br />

make a fraudulent purchase, it is the credit card company’s<br />

money involved so they are the victim, not you.<br />

If your debit card information is stolen and used, that<br />

is your money that you’ve lost and you then have to<br />

go through the process with your bank of getting your<br />

funds back. That can be a lengthy process.<br />

• However, when using a debit card, if you are asked<br />

“credit or debit?” always use debit. Using the debit<br />

function on your bank card is more secure as you<br />

have to use your PIN. Using the credit function sends<br />

your unencrypted information in the air to the computer,<br />

especially at gas stations. That leaves opportunity<br />

for the information to be picked up by a nefarious<br />

scanner along the way.<br />

• Don’t let credit cards out of your sight. We normally<br />

think nothing of it to hand over our credit card to a<br />

server in a restaurant to take care of our bill. Be careful<br />

who you give your credit card to and limit their access<br />

to it when you’re not around to see what they’re doing.<br />

• RFID = Radio-frequency identification.<br />

RFID is the use of a wireless system<br />

that uses radio-frequency to transfer<br />

data for the purposes of automatic<br />

identification and tracking. Passports<br />

and credit cards are now almost all<br />

equipped with RFID. If you see the symbol above on<br />

your card, your information is being broadcast through<br />

a radio frequency that can be picked up by anyone<br />

with knowledge of technology and a little money at<br />

Radio Shack. You can wrap your credit cards or passport<br />

in aluminum foil or store them in an aluminum<br />

wallet, made to block the radio signal.<br />

• Track your credit. Knowing immediately when someone<br />

starts using your identity can save you from<br />

further losses. Visit www.annualcreditreport.com to<br />

receive your free credit report from each credit bureau.<br />

You can also place a fraud alert with each of<br />

the credit bureaus.<br />

Being alert and aware is the best way to avoid identity<br />

theft. u


Year End Tax Planning<br />

In these uncertain times, planning is more important than ever.<br />

William G. Shelton, Jr.,<br />

C<strong>PA</strong><br />

Partner<br />

Direct: 904.224.9774<br />

wshelton@TheLBAGroup.com<br />

Minimizing taxes is never easy. But in times of legislative<br />

and economic uncertainty, it can be a real<br />

challenge. As of this writing, the lower tax rates<br />

currently in effect are scheduled to expire at the end of<br />

2012. Whether they’ll be extended, raised or changed in<br />

some other way is anyone’s guess.<br />

This means you’ll need to base your tax plan on the way<br />

things are now but be ready to revise it in a flash if Congress<br />

makes significant tax law changes before year end.<br />

The more you know about the areas subject to change, and<br />

the more familiar you are with the various tax planning<br />

strategies, the easier it will be to determine your best<br />

course of action.<br />

Rising rates and expiring breaks complicate<br />

tax planning<br />

Deductions are more powerful when tax rates are higher<br />

because they save tax at that higher rate—a $1,000<br />

deduction saves you $280 when your tax rate is 28% but<br />

$310 when your tax rate is 31%. With tax rates, as of this<br />

writing, scheduled to rise in 2013, you may want to defer,<br />

where possible, incurring deductible expenses to next year,<br />

when they might save more tax. But the tax advantage<br />

could be reduced or eliminated by the expiration of certain<br />

tax breaks. An income-based phase out limiting the benefit<br />

of many deductions, for example, is scheduled to return for<br />

2013. Yet it’s possible that lower rates and various tax<br />

breaks could be extended. So planning for deductions is<br />

especially complicated this year.<br />

The AMT<br />

When planning for deductions, the first step is to consider<br />

the alternative minimum tax (AMT)—a separate tax system<br />

that limits some deductions and doesn’t permit others,<br />

such as:<br />

• State and local income tax deductions,<br />

• Property tax deductions, and<br />

• Miscellaneous itemized deductions subject to the 2% of<br />

adjusted gross income (AGI) floor, including investment<br />

expenses and unreimbursed employee business<br />

expenses.<br />

You must pay the AMT if your AMT liability exceeds your<br />

regular tax liability. You may be able to time income and deductions<br />

to avoid the AMT, reduce its impact or even take<br />

advantage of its lower maximum rate. But, such planning<br />

will be a challenge until Congress passes long-term relief.<br />

Unlike the regular tax system, the AMT system isn’t<br />

regularly adjusted for inflation. Instead, Congress must<br />

legislate any adjustments. Typically, it has done so via an<br />

increase in the AMT exemption. Such a “patch” was in<br />

Tax Planning<br />

effect for 2011, but, as of this writing, Congress hasn’t<br />

passed a patch for 2012. (Check with your LBA advisor for<br />

the latest information.)<br />

Charitable Donations<br />

Donations to qualified charities are generally fully deductible<br />

for both regular tax and AMT purposes, and they<br />

may be the easiest deductible expense to time to your tax<br />

advantage. After all, you control exactly when and how<br />

much you give. For large donations, discuss with your tax<br />

advisor which assets to give and the best ways to give<br />

them. For example:<br />

Appreciated assets. Publicly traded stock and other securities<br />

you’ve held more than one year are long-term capital<br />

gains property, which can make one of the best charitable<br />

gifts. Why? Because you can deduct the current fair market<br />

value and avoid the capital gains tax you’d pay if you sold<br />

the property. Warning: Donations of such property are subject<br />

to tighter deduction limits. Excess contributions can be<br />

carried forward for up to five years.<br />

CRTs. For a given term, a charitable remainder trust pays<br />

an amount to you annually (some of which may be taxable.)<br />

(continued on page 64)<br />

October 2012 : 904theMagazine.com : 53


Retirement Plan Services<br />

PLAN DESIGN:<br />

The Safe Harbor Solution for 401(k) Plans<br />

Bob McKendry, CPC®,<br />

Q<strong>PA</strong>, QKA, CFP<br />

Partner, Retirement Plan<br />

Services<br />

Direct: 904.224.9769<br />

bmckendry@TheLBAGroup.com<br />

54 : 904theMagazine.com : October 2012<br />

401(k) retirement plans have been around for<br />

some time and have grown in popularity over the<br />

years. In many cases, small employers must offer<br />

a 401(k) plan to attract and retain employees. The<br />

401(k) plan offers employees a way to save for retirement<br />

on a tax-deferred basis with the added bonus of<br />

employer contributions to supplement the employee’s<br />

retirement savings.<br />

Unfortunately, for many small employers, the 401(k) plan<br />

design doesn’t offer much benefit to the owner of the<br />

business. Federal regulations require annual nondiscrimination<br />

testing that often limits the amount the owners<br />

and other highly compensated employees can contribute<br />

to the plan. Low plan participation by rank-and-file employees<br />

results in nondiscrimination test failures which<br />

require taxable refunds of 401(k) deferrals to the owners<br />

and highly compensated employees.<br />

Fortunately, employers can “buy” their way out of annual<br />

nondiscrimination testing by adding a safe harbor contribution<br />

feature to their 401(k) plan.<br />

There are two safe harbor contribution alternatives: (1) an<br />

employer matching contribution of up to four percent of<br />

compensation to those participants that make 401(k) deferral<br />

contributions to the plan or (2) a three percent of<br />

compensation employer contribution to all eligible participants<br />

(regardless of whether they make 401(k) deferral<br />

contributions). Both options must provide 100 percent<br />

vesting of the safe harbor contribution.<br />

Let’s look at a real world example of a safe harbor plan<br />

in action.<br />

Background: A prospective client complained that his<br />

401(k) plan was failing the annual nondiscrimination<br />

testing on employee 401(k) deferrals. Consequently, he<br />

was required to take large taxable refunds each year to<br />

fix the test failure.<br />

Additionally, he complained, the plan is considered “topheavy”<br />

which required him to make an employer contribution<br />

to the plan for each rank-and-file employee equal to<br />

three percent of their annual compensation.<br />

The prospective client was frustrated with his plan, felt<br />

he was just not getting much benefit from the plan for<br />

what it was costing him and thought it might be a good<br />

idea to terminate his retirement plan and contribute to<br />

an individual retirement account instead.<br />

Look at his current 401(k) plan (A):<br />

The owner has a 401(k) deferral rate of 8.5 percent<br />

($17,000 in employee 401(k) deferrals divided by his<br />

compensation of $200,000). The employees have an<br />

average deferral rate of only 1.5 percent. This disparity<br />

in deferral rates results in a nondiscrimination testing<br />

failure that requires the owner to take a taxable refund<br />

of $11,000 from the plan.<br />

To make matters worse, the plan is top-heavy (more<br />

than 60 percent of plan assets are held by the owner),


A<br />

B<br />

C<br />

so that the employer is required to make a three percent of compensation<br />

top heavy minimum contribution for his employees.<br />

Bottom-line, after the test failure refund, the employer must contribute<br />

$2,400 in employer contributions to end up with net 401(k)<br />

contributions of $6,000 in his account. The result is an unhappy<br />

business owner! We suggested he consider amending the plan to<br />

add a safe harbor contribution feature.<br />

Now look at a safe harbor 401(k) plan solution for this same<br />

employer using a safe harbor matching contribution (B):<br />

Using a safe harbor matching contribution, the plan is deemed to<br />

pass the nondiscrimination test on 401(k) deferrals. Additionally,<br />

under the safe harbor rules, the plan is deemed exempt from the topheavy<br />

minimum contribution requirements. Consequently, the owner<br />

can defer $17,000 into the plan as employee deferrals without fear of<br />

test failure refunds plus receive a safe harbor matching contribution<br />

of $8,000 for a total of $25,000 contributed to his account.<br />

The cost for employees in this case is actually less than the top-heavy<br />

minimum contribution in the first example. Since the plan is considered<br />

exempt from the top-heavy requirements, a top-heavy minimum contribution<br />

is not required. Employee 1 receives a 100 percent vested safe<br />

harbor matching contribution on his 401(k) deferral equal to $1,500.<br />

Employee 2 did not defer and receives no matching contribution.<br />

The benefits of switching to this safe harbor matching approach are<br />

significant. The cost for employees is decreased by $900 and the<br />

contributions allocated to the owner are increased by $19,000.<br />

Tax Note: Assuming the owner is in the 28 percent bracket for federal<br />

income taxation, the owner’s tax savings from his personal plan contributions<br />

is $7,000. We assume the $25,000 the owner receives in<br />

total contributions would be taken as additional taxable income if not<br />

contributed to the plan. Instead of paying an additional $7,000 in federal<br />

income taxes, the owner contributes the $7,000 in tax savings to<br />

the plan. The $1,500 contribution cost for his employees is more than<br />

covered by his tax savings, so it is a “win/win” for the owner. He saves<br />

$7,000 in taxes and the “IRS covers the cost” for his employees with<br />

the surplus of $5,500 going to his own account.<br />

Our prospective client was intrigued by the benefits of the safe harbor<br />

matching contribution, but wanted to know if we could do better.<br />

We explained that using the three percent safe harbor contribution<br />

approach would allow him to take advantage of a special nondiscrimination<br />

testing rule referred to as new comparability that could result<br />

in an additional employer contribution to him.<br />

Here’s a safe harbor 401(k) plan solution for this same employer<br />

using a three percent safe harbor contribution with a<br />

new comparability profit sharing contribution to the owner (C):<br />

Due to the three percent safe harbor contribution, once again the plan<br />

is deemed to pass the nondiscrimination test on 401(k) deferrals and<br />

the top-heavy minimum contribution requirement is satisfied. The<br />

owner can defer $17,000 (or $22,500, if he is age 50 or older, under<br />

the catch-up contribution rules) without fear of a test failure refund.<br />

Additionally, employer contributions equal to nine percent of compensation,<br />

or $18,000, can be allocated to the owner under the new<br />

comparability rules for total contributions of $35,000 to the owner.<br />

The two employees each receive a safe harbor contribution equal to<br />

three percent of compensation, regardless of whether they defer into<br />

the plan, resulting in a total cost for employees of $2,400.<br />

Note: It appears the employer contributions under this approach are<br />

discriminatory with the owner receiving nine percent of compensation<br />

and the employees only receiving three percent of compensation.<br />

But, under the new comparability testing rules, the contribution<br />

amounts are actuarially converted to benefit amounts at retirement<br />

age and are shown to be nondiscriminatory in terms of the benefits<br />

they will provide to the plan participants at retirement.<br />

When we compare this safe harbor plan approach to the original<br />

401(k) plan, the same<br />

Participant Compensation 401 (k) Deferral % Required Refund Top Heavy<br />

Contribution<br />

Owner $200,000 $17,000 8.5% $11,000.00 $ -0-<br />

Employee 1 $50,000 $1,500 3.0% $1,500<br />

Employee 2 $30,000 $-0- 0.0% $900<br />

Total Employer Contribution ................................................................................................................$2,400<br />

Participant Compensation 401 (k) Deferral % Required Refund Safe Harbor<br />

Matching Acct.<br />

Owner $200,000 $17,000 8.5% $0.00 $8,000<br />

Employee 1 $50,000 $1,500 3.0% $1,500<br />

Employee 2 $30,000 $-0- 0.0% $ -0-<br />

Total Employer Contribution ............................................................................................................$9,500<br />

Participant Compensation 401 (k) Deferral % Required Refund Employer<br />

Contribution<br />

Owner $200,000 $17,000 8.5% $0.00 $18,000<br />

Employee 1 $50,000 $1,500 3.0% $1,500<br />

Employee 2 $30,000 $-0- 0.0% $900<br />

Total Employer Contribution ............................................................................................................$20,400<br />

cost for employees of<br />

$2,400 allows the owner<br />

to increase his allocations<br />

under the plan<br />

from $6,000 to<br />

$35,000… a $29,000<br />

increase!<br />

The bottom-line for frustrated<br />

401(k) plan sponsors,<br />

there is hope for<br />

your plan.<br />

The regulations and<br />

rules governing qualified<br />

retirement plans offer a<br />

lot of flexibility in designing<br />

a plan to meet the<br />

employer’s needs. Often,<br />

relatively simple plan<br />

design changes, such<br />

as adding a safe harbor<br />

or new comparability<br />

feature, can make a big<br />

difference in the performance<br />

of the plan.<br />

The moral of this story…<br />

Talk to a retirement plan<br />

professional before giving<br />

up on your 401(k)<br />

plan. u<br />

October 2012 : 904theMagazine.com : 55


Healthcare<br />

New Rule is Estimated to Save Hospitals,<br />

Physicians and Health Plans up to $4.5 Billion<br />

Over Next 10 years.<br />

Carol Crews, CMPE<br />

Director, Healthcare<br />

Consulting Services<br />

Direct: 904.224.9787<br />

ccrews@TheLBAGroup.com<br />

56 : 904theMagazine.com : October 2012<br />

As part of the Administrative<br />

Simplification provisions of<br />

the Affordable Care Act of<br />

2010 (ACA), the Department of<br />

Health and Human Services (HHS)<br />

has adopted a new Operating Rule<br />

Set for Electronic Funds Transfers<br />

(EFTs) and Electronic Remittance Advice<br />

transactions (ERAs). The regulation<br />

became effective August 10,<br />

2012, and all Health Insurance<br />

Portability and Accountability Act<br />

(HI<strong>PA</strong>A) covered entities must be in<br />

compliance with the EFT and ERA Operating<br />

Rule Set by January 1, 2014.<br />

Prior to the new operating rule,<br />

health plans would often send EFTs<br />

and ERAs separately to hospitals<br />

and physician practices which made<br />

it difficult for the provider and/or<br />

staff to match up the payment with<br />

the remittance advice. The new rule<br />

outlines standards for the format<br />

and data content of the transmission<br />

the health plan sends to the bank<br />

through the EFT and to the provider<br />

for the ERA. The new standards will<br />

significantly reduce the manual reconciliation<br />

process that is currently<br />

being done by healthcare staff.<br />

Requirements of the new Operating Rule Set<br />

include:<br />

• Requires health plans to offer a standardized, online<br />

enrollment for EFTs and ERAs<br />

• Requires health plans to send the EFT to the financial<br />

institution within a certain number of days of the ERA<br />

• Requires uniformity in the use of claim adjustment<br />

reason codes and remittance advice remark codes<br />

• Requires the health plan to provide a trace number<br />

that will automatically match the EFT with the ERA<br />

• Sets requirements for the initial set-up for the electronic<br />

communication between the health plans and<br />

providers<br />

The rule applies to health plans and establishes requirements<br />

for how they transmit their claim payments and remittance<br />

advice documents to providers. Health plans<br />

using a clearinghouse or financial institution to format<br />

non-standard data into an Automated Clearing House<br />

(ACH) format plan is responsible for ensuring that the<br />

clearinghouse or financial institution uses the healthcare<br />

EFT standards.<br />

There are no requirements in the new rule that directly<br />

apply to providers or hospitals. The new EFT and ERA<br />

Operating Rule Set will allow physician practices and<br />

hospitals to more easily enroll in EFTs/ERAs with multiple<br />

health plans. Further, supply cost, time to manually<br />

process and deposit paper checks, and staff time to<br />

manually post payments to the billing system will be<br />

greatly reduced.<br />

The Centers for Medicare and Medicaid Services (CMS)<br />

estimates the cost to implement the new rule to be<br />

between $1.2 and $2.7 billion over the next ten years,<br />

with the majority of the cost incurred by the health plans.<br />

The savings and cost benefit to using the EFT and ERA<br />

Operating Rules, however, is estimated to be between<br />

$3 and $4.5 billion for health plans, hospitals, and physician<br />

practices. The costs and benefits will be realized<br />

through enhanced provider enrollment in EFTs and ERAs,<br />

standardized EFT and ERA technical infrastructure, alignment<br />

of the payment information with the remittance advice,<br />

and improved posting of payment adjustments and<br />

claim denials. u


3rd<br />

Annual LBA Physician<br />

Client Update Update<br />

Wednesday, November 7, 2012<br />

6:00 p.m. – 8:00 p.m.<br />

The River Club of Jacksonville<br />

Admission - $49 per person; Complimentary for LBA Clients.<br />

Updates on key issues issues being faced faced by by healthcare professionals<br />

and practices today, to include:<br />

How How Does Does the the Affordable Affordable Care Care Act Act (a/k/a (a/k/a Obamacare)<br />

Obamacare)<br />

Affect Your Practice?<br />

Is Your Business Prepared?<br />

Billings & Collections<br />

Are Your Processes Efficient?<br />

Financial Planning and W ealth Management<br />

Structuring Your Portfolio Based on the Election Results.<br />

Post-Election Tax ax Environment<br />

Environment<br />

Now What?<br />

To register, please call<br />

The LBA Group<br />

at 904.396.4015<br />

or visit<br />

501 Riverside Ave.<br />

Suite 800<br />

Jacksonville, FL 32202<br />

904.396.4015<br />

TheLBAGroup.com<br />

THE LBA GROUP IS<br />

PLEASED TO WELCOME:<br />

Carol Crews, CMPE<br />

Director of Healthcare<br />

Consulting Services<br />

The LBA Group is honored to have<br />

Carol Crews, CMPE join the firm as the Director<br />

of our Healthcare Consulting Services team.<br />

Carol brings more than 30 years of experience<br />

in the healthcare profession and is a<br />

Certified Medical Practice Executive.<br />

We are lucky to have her as part of our team!<br />

Direct: 904.224.9787 • Email: ccrews@TheLBAGroup.com<br />

SPEAKERS<br />

SPEAKERS<br />

SPEAKERS<br />

SPEAKERS<br />

John Reynolds Jim White<br />

Carol Carol Carol Crews<br />

Crews<br />

Richard<br />

Brock<br />

Dave Albaneze<br />

October 2012 : 904theMagazine.com : 57


Inside LBA<br />

New Team Members<br />

LBA continues to grow and it is with great appreciation that we thank our<br />

clients and friends for their continued trust in our team. Please join us as we<br />

welcome these team members who have joined LBA over the last few months.<br />

Kristen Breidenstein<br />

Administrative Support<br />

Michael Scully<br />

Staff Accountant<br />

Out & About<br />

58 : 904theMagazine.com : October 2012<br />

Sulley Sullivan<br />

Senior Accounting Associate<br />

Kim Gonzalez<br />

Accounting Associate<br />

Lanigan Finke Steadman Reynolds Thomas<br />

Scott Lanigan, C<strong>PA</strong>, CFE, Cr.FA, CFC, DABFA, and Barbara Finke, C<strong>PA</strong>,<br />

spoke to the Clerks of Courts for the State of Florida in June. This presentation<br />

demonstrated the importance of the internal audit function to add value and improve<br />

an organization’s operation by evaluating and improving the effectiveness<br />

of risk management, control and the governance process, and help to prevent<br />

fraud. The presentation laid a foundation for creating a successful internal audit<br />

function through an overview of the Committee of Sponsoring Organizations of<br />

the Treadway Commission's "Internal Control - Integrated Framework."<br />

Scott Steadman, ASA, CFC, and John Reynolds spoke on “Valuation and<br />

Forensic Accounting in Tort Defense Practice” at the Jacksonville Association<br />

of Defense Council’s last quarterly meeting.<br />

In June, Scott Steadman, ASA, CFC, also gave opening remarks at the Jacksonville<br />

Bar Association Inaugural Criser Transactional Law Seminar at the<br />

Sawgrass Marriott, discussing The LBA Group and the Forensic, Litigation, and<br />

Valuation Services Team.<br />

Jamie Thomas, Director of Marketing and Communications, served as<br />

Chair of the Association for Accounting Marketing’s (AAM) Summit in Las Vegas,<br />

NV, in June. This was the first year AAM co-located its Annual Summit with the<br />

AIC<strong>PA</strong>’s Practitioners and Tech+ Conference. The combined conference attracted<br />

1,600 attendees, speakers, vendors and media representatives. u<br />

Leadership<br />

Several of our team members have risen to leadership positions<br />

within a variety of organizations. LBA encourages its staff to<br />

strive for these external leadership positions and we are proud<br />

of their accomplishments. Please join us as we congratulate<br />

them.<br />

Promotions<br />

Barbara Finke, C<strong>PA</strong>, has been appointed to<br />

serve on the FIC<strong>PA</strong>’s Women in Leadership<br />

Committee. Barbara is a Manager with the<br />

Audit & Assurance Services Team at The LBA<br />

Group.<br />

Scott Lanigan, C<strong>PA</strong>, CFE, Cr.FA, CFC,<br />

DABFA, and LBA Partner, was unanimously<br />

voted to join the Jacksonville Area Legal Aid<br />

as a member of the Board of Directors. Scott<br />

was also voted in as Chairman of the Board<br />

of Directors of The American Cancer Society<br />

of Duval County.<br />

Scott Steadman, ASA, CFC, has been appointed<br />

to the Steering Committee for the<br />

FIC<strong>PA</strong>’s Valuation, Forensic and Litigation<br />

Services section. u<br />

We are extremely proud of the hard work and dedication our team<br />

members consistently give to the firm. It is their commitment that<br />

allows us to provide our clients with the premier level of service<br />

they have become accustomed to receiving.<br />

Congratulations to Rachel Hall, C<strong>PA</strong>, on her<br />

promotion to Senior Manager. Rachel has<br />

over 10 years of experience with business<br />

and individual income tax planning and<br />

preparation, with an industry focus on real<br />

estate, construction and timber. Rachel<br />

earned her Bachelor’s in Accounting from the<br />

University of West Florida and her Master’s<br />

in Accounting with a specialization in tax<br />

from the University of North Florida. She is a member of the Florida<br />

Institute of Certified Public Accountants (FIC<strong>PA</strong>). u<br />

We also congratulate Jennifer (Moore)<br />

Koopman, C<strong>PA</strong>, who has been promoted to<br />

Manager. Jennifer has been an integral<br />

member of LBA’s tax team since joining the<br />

firm as a staff accountant in 2007. Her industry<br />

focus is on healthcare, investment<br />

services, construction and real estate. She<br />

earned her Bachelor’s in Accounting and<br />

Master’s in Taxation at the University of Central<br />

Florida. She is a member of the FIC<strong>PA</strong>, the American Institute<br />

of C<strong>PA</strong>s (AIC<strong>PA</strong>) and a member of the UCF Alumni Association. u


LBA Steps Up!<br />

l Hemophilia Foundation of Greater Florida<br />

4th Annual Fall Walk for Bleeding Disorders<br />

September 22, 2012<br />

Once again, LBA Steps Up! supported the Fall Walk by<br />

walking for Team Charlie. Cindy Meide, C<strong>PA</strong>, Senior Manager<br />

with LBA’s Audit & Assurance Services Group, led the<br />

team for her five-year-old son, Charlie. Charlie was born<br />

with Severe Hemophilia A, a genetic bleeding disorder<br />

that prevents his blood from clotting. Children living with<br />

bleeding disorders face many challenges on a day-to-day<br />

basis. Over the past few years, Cindy has become very<br />

involved with the Hemophilia Foundation of Greater<br />

Florida. The mission of the foundation is to improve the<br />

quality of life for people with bleeding disorders and their<br />

families through education, advocacy and research.<br />

l Wounded Warrior Project 8k Run<br />

September 8, 2012<br />

Diane Hill and Michael Scully led the fundraising effort for<br />

the LBA Steps Up! team. The Wounded Warrior Project’s<br />

(WWP’s) mission is to foster the most successful, well-adjusted<br />

generation of wounded service members in our nation’s<br />

history by raising awareness and enlisting the<br />

public’s aid. WWP provides unique programs to meet the<br />

needs of these injured service members.<br />

l The Salvation Army’s Stuff the Bus Drive<br />

July 16, 2012<br />

LBA Steps Up! again supported and participated in The<br />

Salvation Army’s Stuff the Bus 2012 School Supply Drive.<br />

LBA employees filled an entire bin with backpacks, notebooks,<br />

hand sanitizer, markers, calculators, highlighters,<br />

crayons, pens, folders, paper, pencils, binders and more.<br />

UPCOMING EVENTS<br />

l American Cancer Society – Making Strides<br />

Against Breast Cancer – October 13, 2012<br />

l Susan G. Komen Foundation – Race for the<br />

Cure 5k – October 20, 2012 u<br />

Wounded Warrior Project 8k Run<br />

Inside LBA<br />

Scott Lanigan at the American Cancer Society’s Volunteer Dinner<br />

October 2012 : 904theMagazine.com : 59


Business Planning<br />

The Avoidable Failure to Act<br />

“I never worry about action, but only about inaction.” —Winston Churchill<br />

Robert W. Hinckley,<br />

C<strong>PA</strong>, AEP<br />

Tax and Estate Planning<br />

Partner<br />

Direct: 904.224.9786<br />

rhinckley@TheLBAGroup.com<br />

60 : 904theMagazine.com : October 2012<br />

“ Ihaven’t decided what I ultimately want to do with my<br />

business, or when I want to retire, or how much<br />

money I’ll need, or whom to sell to, so how can I plan<br />

my exit? Besides, I don’t want to exit right now.”<br />

If you’ve said this, or thought it, you are not alone. Many<br />

business owners are either overwhelmed with the<br />

thought of exiting or are so busy fighting daily business<br />

fires that they assume they cannot plan their exits.<br />

If you aren’t sure about what you want, or when you want<br />

to leave, why is it so important to decide to act today?<br />

First, recognize that when you take a passive attitude<br />

and don't plan for the irrefutable fact that you will—one<br />

way or another—leave your business, you are most likely<br />

settling for less than the most profitable or efficient exit.<br />

Second, understand that preparing and transferring a<br />

company for top dollar takes time, frequently several<br />

years. Most of that will be spent preparing your business<br />

for the transfer, including focusing on the "Value<br />

Drivers for your business". These may include securing<br />

key employees and establishing a capable management<br />

team. If you decide to sell to employees or children (two<br />

groups who rarely have substantial cash), planning will<br />

include developing tax efficient strategies and establishing<br />

the means for a transfer that can produce the cash<br />

flow and level of control that you need or desire. The<br />

more time you have to plan, design and implement<br />

these strategies, the more likely you are to reach your<br />

goals.<br />

Third, if you decide to sell to a third party or you want<br />

that to at least be an option, remember that the market<br />

does not operate on your schedule and may not be paying<br />

peak prices when you are ready to sell. You can't<br />

rely on the belief that one day a buyer will contact you,<br />

negotiate a fair price, and that will be that on your<br />

timetable. There is a pent up supply of businesses<br />

owned by Baby Boomers who, as the M&A market recovers,<br />

will be clamoring to sell their companies. The<br />

simple law of Supply and Demand tells us the effect the<br />

type of market will have for sellers. In a buyer’s market,<br />

only the best-prepared businesses will sell for top dollar<br />

and the owners of those well-prepared businesses will<br />

be those who made the decision to prepare their company<br />

years ahead of the actual sale.<br />

Action items to plan accordingly:<br />

• Determine your desired timing for giving up ownership<br />

and giving up control (two different things that could<br />

have two different answers). Don't let this one stump<br />

you. Recognize that this is not cut in stone and will<br />

change, but focus on desired timing.<br />

• Determine your financial status and needs.<br />

• Decide whom you want to succeed you.<br />

• Based on your objectives and the realities of your<br />

business, consider using a skilled Planning Professional<br />

to forge a plan with accountability/decision<br />

deadlines. The more structure that is lent to the<br />

process the greater the probability for success.<br />

Your failure to act, however, can potentially be fatal to your<br />

successful exit. You and your family depend on the success<br />

of your business exit. Can you afford to fail to act? u<br />

Top 10 questions about life after<br />

your business:<br />

• What have you been doing to plan for the single,<br />

most critically important financial event of<br />

your life – the transition out of your business?<br />

• When do you think you’ll want to leave your<br />

business?<br />

• Who is your likely successor?<br />

• What is important to you when you think about<br />

leaving your business?<br />

• In the best possible world, what do you think<br />

you could do with your business?<br />

• How much money will you need from your business<br />

to keep up your lifestyle after your exit?<br />

• What is your business currently worth?<br />

• What are the Value Drivers that could increase<br />

the value of your business?<br />

• What have you done to protect your family’s<br />

wealth?<br />

• What are you going to do after you leave your<br />

business?


W E A L T H M A N A G E R S O F N O R T H E A S T F L O R I D A<br />

What makes your practice different?<br />

We provide wealth management services to high<br />

net worth individuals and families. We are a “fee only”<br />

advisor choosing not to sell our clients any financial<br />

products. This allows us to provide our clients with<br />

objective and independent advice without any<br />

conflicts of interest.<br />

Who is your ideal client?<br />

Our ideal client is an individual or family steward that<br />

requires sophisticated wealth management services.<br />

Describe your customer service model.<br />

Our wealth management service is provided by<br />

a team of professionals. This team of CERTIFIED<br />

FINANCIAL PLANNERS, ® Certified Public<br />

Accountants and a Chartered Financial Analyst<br />

collaborates to provide our clients with a<br />

comprehensive financial plan.<br />

What is your investment philosophy?<br />

We believe in maintaining a strategic asset allocation<br />

adjusting risk for each client’s portfolio. We are strong<br />

believers in utilizing Disciplined Rebalancing to return<br />

asset mixes to their strategic targets after large market<br />

moves. When we perceive a market opportunity we will<br />

tactically adjust our exposure to sub asset classes.<br />

Can you describe the process you take<br />

new clients through?<br />

We provide financial planning as a part of our wealth<br />

management service. Our process begins with a lengthy<br />

“discovery” meeting to uncover goals, risk tolerance,<br />

income needs, special needs, etc. We then start with<br />

creating a retirement plan and an analysis of existing<br />

investments to determine if their investments are<br />

matched with their retirement expectations.<br />

Describe your risk management philosophy.<br />

We start with having the right asset mix for each<br />

client’s situation. If the equity part of their portfolio<br />

increases and exceeds their strategic asset mix<br />

exposure we will trim it back (selling after up moves).<br />

Conversely, if the equity exposure is less than their<br />

target we will increase it (buying after market declines).<br />

This disciplined rebalancing approach is a very<br />

effective way to manage risk.<br />

Define the added value of your services in<br />

relationship to your fees.<br />

We are a “fee only” advisor. Our fee is paid separately<br />

but is very transparent. Clients know exactly what<br />

they are being charged. The difference when utilizing<br />

a “fee based” advisor is the potential for a separate<br />

fee. However, that advisor can also sell products<br />

where a commission or fee is paid to the advisor. Our<br />

value is the peace of mind our clients enjoy knowing<br />

their interests are the same as their advisor.<br />

501 Riverside Ave., Suite 800, Jacksonville, FL 32202<br />

Tel. 904.396.4015 • TheLBAGroup.com<br />

Carrie Jones & David Albaneze<br />

The LBA Group<br />

A 904 MAGAZINE ADVERTISING FEATURE


Forensic, Litigation & Valuation Services<br />

Five Reasons You Need to Know What Your<br />

Business is Worth<br />

Scott A. Steadman,<br />

ASA, CFC<br />

Director, Forensic, Litigation<br />

& Valuation Services<br />

Direct: 904.224.9917<br />

ssteadman@TheLBAGroup.com<br />

62 : 904theMagazine.com : October 2012<br />

Few business owners<br />

relish spending<br />

money on something<br />

they think they don’t need.<br />

And for most owners, hiring<br />

an expert to estimate the<br />

value of their company falls<br />

into that category. So it is<br />

no surprise that owners<br />

typically respond to an exit<br />

planning advisor’s recommendation<br />

to get an estimate<br />

of value for the<br />

company with some variation<br />

of: “Now? But I’m not<br />

planning to leave for<br />

years!” or “I built this company<br />

so I—better than any<br />

so-called expert—know<br />

what it is worth!”<br />

Before you scratch “Business<br />

Valuation” from your<br />

list, consider just five reasons<br />

you should put “Estimate<br />

of Value” at the top of<br />

your list. An estimate of<br />

value:<br />

• Establishes your starting line.<br />

• Sets your finish line.<br />

• Provides important tax information.<br />

• Gives you a critical litmus test.<br />

• Provides owners (and employees) an objective basis<br />

for incentive plans.<br />

Reason One: Establish your starting line<br />

The three primary objectives owners set when looking to<br />

exit are: 1) the date they wish to exit; 2) the amount of<br />

cash they need from the transfer/sale of their companies<br />

to ensure a comfortable post-exit life; and 3) their choice<br />

of successor (the party they wish to sell or transfer). In<br />

the course of achieving these objectives, most owners<br />

want to receive full, fair value for their companies or<br />

ownership interest.<br />

Few owners are comfortable relying on averages, rules of<br />

thumb, informal or casual estimates. These yardsticks<br />

rarely take into account variations in revenue, cash flow,<br />

location, reputation, proprietary technology, contingent liabilities<br />

and other factors that can have a significant effect<br />

on the value of a particular business.<br />

So, how else do you determine your starting point—today’s<br />

value—without the estimate of an experienced, trained<br />

business valuation specialist? Do you think a sophisticated<br />

buyer will acquire your business without first deter-<br />

mining its worth? Of course not—nor should you sell or<br />

transfer your business to anyone without first determining<br />

its worth.<br />

Reason Two: Set your finish line<br />

One of the first questions you’ll answer as you set your<br />

finish line is, “How much will I need from the sale of my<br />

company to maintain the lifestyle I want for myself (and<br />

my family) in retirement?” The companion question should<br />

be, “Is the business worth enough (on an after-tax basis)<br />

to support those needs?” You must know this answer<br />

before you can successfully proceed down any exit path.<br />

Let’s assume that you decide that your finish line is to receive<br />

$7,000,000 (after taxes) from the transfer of your<br />

business interest. You also want to complete your race in<br />

three years. An estimate of value will tell you if the distance<br />

between today’s value and the finish line is too<br />

great to reach in three years. If a growth rate is unrealistic<br />

for your business, you must either extend your time<br />

line or lower your financial expectations.<br />

Reason Three: Basis for Tax Planning<br />

As you consider various exit paths (sale to third party or<br />

transfer to insiders), understand that each path has different<br />

tax implications. Without appropriate tax planning,<br />

taxes can take a huge bite out of your sale proceeds.<br />

Given that tax mitigation strategies may take years to implement,<br />

it is critical that you start planning well before


you exit and that you use an accurate estimate of value.<br />

For example, in a transfer to key employees, a common transfer technique<br />

(designed to reduce both owner’s and buyer’s tax liabilities) is to<br />

initially transfer a minority interest at a discounted value. Using a “rule<br />

of thumb” valuation to support a minority discount simply will not fly<br />

when the IRS asks you to justify the discount. You must depend on the<br />

valuation of an independent valuation specialist who is able and willing<br />

to defend the valuation before the IRS.<br />

Reason Four: Litmus Test<br />

Suppose an owner is ready to leave the business, if that exit yields financial<br />

security. That owner must calculate the amount of cash needed<br />

to assure financial security and subtract from that the value of the business<br />

today. The resulting “gap amount” tells the owner how much value<br />

she needs to create to meet her objectives as well as where she needs<br />

to concentrate her time and effort. Instead of growing value for the<br />

heck of it, dedication to a goal enables many owners to exit sooner<br />

with the same amount of after-tax cash as owners who do little or no<br />

planning. Exit plan success all begins with a starting value.<br />

It surprises many owners to learn that business value is relative, not<br />

fixed. It can vary based on the owner’s choice of successor as well<br />

as on the conditions under which a transfer is made. For example, an<br />

appropriate business value for a third-party sale may be significantly<br />

higher than that established for a transfer of the same business to key<br />

employees over time, or a gift of the business to children. Business<br />

valuation experts understand this; “rules of thumb” don’t.<br />

SUDOKU:<br />

Answer key on page 63<br />

Reason Five: Provides owners (and employees) an<br />

objective basis for incentive plans<br />

An important part of any exit plan is to grow business value. Whether<br />

you contemplate a transfer to insiders or a sale to outsiders, you must<br />

motivate and keep your management/key employees. To do that, owners<br />

may use incentive programs that motivate employees to continue<br />

with the company.<br />

These plans are typically based on formulas and the most successful<br />

of these incentive programs whether cash- or stock-based, use formulas<br />

that link the size of a bonus to growth in business value. Participating<br />

employees are justifiably interested in knowing how the business<br />

value was established, how it is measured and whether the value is<br />

fair. Relying on an outside appraiser is often the best way to dispel<br />

management/key employee concerns.<br />

If the cost of a valuation still seems unnecessary, compare it to the<br />

cost of:<br />

• Leaving money on the closing table because you underestimated<br />

the company’s value, or<br />

• Appearing before the IRS to defend a rule of thumb value that is<br />

unprotected by a proper valuation.<br />

An estimate of value prepared by a credentialed valuation expert at<br />

the outset of planning helps you to target your value-building efforts<br />

and to move efficiently toward a goal. u<br />

IS SOCIAL!<br />

Follow us on<br />

October 2012 : 904theMagazine.com : 63


(continued from page 53)<br />

Tax Planning<br />

At the term’s end, the CRT’s remaining assets<br />

pass to one or more charities, When you fund<br />

the CRT, you receive an income tax deduction.<br />

If you contribute appreciated assets, you also<br />

may be able to minimize and defer capital<br />

gains tax. You can name someone other than<br />

yourself as income beneficiary or fund the CRT<br />

at your death, but the tax consequences will be<br />

different.<br />

Home-related breaks<br />

These valuable tax breaks go beyond just<br />

deductions:<br />

Property tax deduction. Before paying your bill<br />

early to accelerate the itemized deduction into<br />

2012, review your AMT situation. If you’re subject<br />

to the AMT, you’ll lose the benefit of the<br />

deduction for the prepayment.<br />

Mortgage interest deduction. You generally can<br />

deduct interest on up to a combined total of $1<br />

million of mortgage debt incurred to purchase,<br />

build or improve your principal residence and a<br />

second residence. Points paid related to your<br />

principal residence also may be deductible.<br />

SCHEDULED ORDINARY INCOME<br />

TAX RATE INCREASES<br />

2012 rate 2013 rate*<br />

10% 15%<br />

15% 15%<br />

25% 28%<br />

28% 31%<br />

33% 36%<br />

35% 39.6%<br />

*Assuming legislation isn’t signed into law extending<br />

lower rates or making other rate changes. Contact your<br />

LBA tax advisor for the latest information.<br />

Home equity debt interest deduction. Interest<br />

on home equity debt used to improve your principal<br />

residence—and interest on home equity<br />

SUDOKU ANSWERS<br />

Puzzle on page 53<br />

64 : 904theMagazine.com : October 2012<br />

debt used for any purpose (debt limit of<br />

$100,000)—may be deductible. Warning: Beware<br />

of the AMT—if the home equity debt isn’t<br />

used for home improvements, the interest isn’t<br />

deductible for AMT purposes.<br />

Home office deduction. If your use of a home<br />

office is for your employer’s benefit and it’s the<br />

only use of the space, you generally can deduct<br />

a portion of your mortgage interest, real estate<br />

taxes, insurance, utilities and certain other expenses,<br />

as well as the depreciation allocable<br />

to the office space. You can also deduct direct<br />

expenses, such as business-only phone lines.<br />

You must claim these expenses as a miscellaneous<br />

itemized deduction, which means you’ll<br />

enjoy a tax benefit only if your home office expenses<br />

plus your other miscellaneous itemized<br />

expenses exceed 2% of your AGI. If, however,<br />

you’re self-employed, you can use the deduction<br />

to offset your self-employment income and<br />

the 2% of AGI “floor” won’t apply.<br />

Home sale gain exclusion. When you sell your<br />

principal residence, you can exclude up to<br />

$250,000 ($500,000 for joint filers) of gain if<br />

you meet certain tests. Warning: Gain that’s<br />

allocable to a period of “nonqualified” use<br />

generally isn’t excludable.<br />

Home sale loss deduction. Losses on the sale<br />

of a principal residence aren’t deductible. But if<br />

part of your home is rented or used exclusively<br />

for your business, the loss attributable to that<br />

portion will be deductible, subject to various<br />

limitations.<br />

Debt forgiveness exclusion. Homeowners who<br />

receive debt forgiveness in a foreclosure, short<br />

sale or mortgage workout for a principal residence<br />

generally don’t have to pay federal income<br />

taxes on that forgiveness. Warning: As of<br />

this writing, this break is scheduled to expire<br />

after 2012.<br />

Rental income exclusion. If you rent out all or a<br />

portion of your principal residence or second<br />

home for less than 15 days, you don’t have to<br />

report the income. But expenses associated<br />

with the rental won’t be deductible.<br />

Sales tax deduction<br />

This break allowing you to take an itemized deduction<br />

for state and local sales taxes in lieu of<br />

state and local income taxes was available for<br />

2011, but, as of this writing, hasn’t been extended<br />

for 2012. (Check with your LBA tax advisor<br />

for the latest information.) When available,<br />

the deduction can be valuable to taxpayers who<br />

reside in states with no or low income tax who<br />

purchase major items, such as a car or boat.<br />

Saving for health care<br />

Here are two tax-advantaged vehicles you<br />

should consider if available to you:<br />

• HSA. If you’re covered by qualified high-deductible<br />

health insurance, a Health Savings<br />

Account allows contributions of pretax income<br />

(or deductible after-tax contributions) up to<br />

$3,100 for self-only coverage and $6,250 for<br />

family coverage (for 2012). Account holders<br />

age 55 and older can contribute an additional<br />

$1,000. HSAs bear interest or are invested<br />

and can grow tax-deferred similar to an IRA.<br />

Withdrawals for qualified medical expenses<br />

are tax-free, and you can carry over a balance<br />

from year to year,<br />

• FSA. You can redirect pretax income to an<br />

employer-determined limit (not to exceed<br />

$2,500 for plan years beginning in 2013.)<br />

The plan pays or reimburses you for qualified<br />

medical expenses. What you don’t use<br />

by the end of the plan year, you generally<br />

lose. If you have an HSA, your FSA is limited<br />

to funding certain “permitted” expenses.<br />

WHAT’S NEW?<br />

MEDICAL EXPENSE DEDUCTION<br />

FLOOR SCHEDULED TO RISE IN 2013<br />

Who’s affected: Taxpayers who incur<br />

medical expenses.<br />

Key changes: Currently, if your eligible<br />

medical expenses exceed 7.5% of your adjusted<br />

gross income (AGI), you can deduct<br />

the excess amount. But in 2013, the<br />

2010 health care act increases this<br />

“floor” to 10% for taxpayers under age 65.<br />

Eligible expenses can include health insurance<br />

premiums, medical and dental<br />

services and prescription drugs. Expenses<br />

that are reimbursed (or reimbursable) by<br />

insurance or paid through a tax-advantaged<br />

health care account aren’t eligible.<br />

Planning tips: Consider “bunching”<br />

non-urgent medical procedures and other<br />

controllable expenses into one year to<br />

exceed the AGI floor. Bunching expenses<br />

into 2012 may be especially beneficial<br />

because of the scheduled floor increase.<br />

But keep in mind that, for alternative<br />

minimum tax purposes, the 10% floor already<br />

applies. Also, if tax rates<br />

go up in 2012 as scheduled, your deductions<br />

might be more powerful then.<br />

Finally, be aware that the floor increase<br />

could be repealed by Congress. u<br />

“Deductions & AMT”, by PDI Global, published in the 2012-<br />

2013 Tax Planning Guide. © 2012 by Thomson<br />

Reuters/PDI Global. Reprinted with permission. All rights<br />

reserved. This information or any portion thereof may not<br />

be copied or disseminated in any form or by any means or<br />

stored in an electronic database or retrieval system without<br />

the express written consent of Thomson Reuters/PPC.


+<br />

CROSSHAIRS<br />

Democrat and Republican<br />

politicians hone in on Northeast<br />

Florida as November approaches<br />

Plus:<br />

RAYONIER’S<br />

Charley<br />

Hood<br />

THOUGHT LEADER<br />

A SPECIAL ADVERTISING SECTION


DO YOU BUY CHAMBER?<br />

Longtime Chamber members<br />

know that it pays to<br />

have a strategy when attending<br />

a networking event.<br />

This worked out even better<br />

than expected recently for<br />

Jason Mudd of Axia Public Relations.<br />

“We attended a Buy Chamber matchmaker<br />

event designed to introduce second-stage businesses<br />

to Jacksonville’s large companies,” says<br />

Mudd. “A few of the attendees were already<br />

clients, so I was targeting those who hadn’t yet<br />

hired us.”<br />

“So far, two new clients—both publicly traded<br />

companies headquartered in Jacksonville—hired<br />

LEADERSHIP INVESTORS<br />

PLATINUM<br />

Bank of America Merrill Lynch<br />

Baptist Health<br />

Fidelity National Financial Inc.<br />

Florida Blue<br />

Lender Processing Services Inc.<br />

The Main Street America Group<br />

Wells Fargo<br />

GOLD<br />

Aetna Inc.<br />

Barcelo & Company<br />

BI-LO and Winn Dixie Stores Inc.<br />

Citi<br />

CSX Corporation<br />

Enterprise Integration<br />

The Florida Times-Union<br />

JEA<br />

JTA<br />

Mayo Clinic<br />

Memorial Health<br />

PRI Productions<br />

PSS World Medical Inc.<br />

Republic Services/Southland<br />

Waste Systems<br />

Sandler Training-McManamon<br />

St. Vincent’s HealthCare<br />

SunTrust Bank North Florida<br />

SILVER<br />

904 & Jacksonville Magazines<br />

Acosta<br />

BB&T<br />

Comcast<br />

VISION<br />

Northeast Florida is the best place to work, live and play.<br />

MISSION<br />

To drive quality economic growth in Northeast Florida<br />

Connect. Grow. Prosper.<br />

66 : 904theMagazine.com : October 2012<br />

3 Independent Drive<br />

Jacksonville, FL 32202<br />

(904) 366-6600<br />

myjaxchamber.com<br />

Content Design Group<br />

Crowley Maritime Corporation<br />

Deutsche Bank<br />

Diversified Port Holdings LLC<br />

Driver, McAfee, Peek &<br />

Hawthorne P.L.<br />

EverBank<br />

Florida State College at Jacksonville<br />

Haskell<br />

Jacksonville Business Journal<br />

Jacksonville Jaguars Ltd.<br />

Landstar System Inc.<br />

Medtronic Inc.<br />

Miller Electric Company<br />

Shands Jacksonville Medical<br />

Center<br />

St. John & Partners<br />

Swisher International Group Inc.<br />

VISTAKON Johnson & Johnson<br />

Vision Care, Inc.<br />

Volkswagen Group of America<br />

VyStar Credit Union<br />

BRONZE<br />

121 Financial<br />

Anheuser-Busch InBev<br />

Arizona Chemical<br />

AT&T<br />

Auld & White Constructors LLC<br />

The Back Office LLC<br />

BAE Systems Southeast<br />

Barron’s Holdings<br />

BBVA Compass Bank<br />

Beaver Street Fisheries Inc.<br />

Axia to handle their national media relations campaigns<br />

and position them as thought leaders in<br />

their industries...and we’ve been in extended talks<br />

with another large company that also attended<br />

the event.”<br />

Landing projects from three new clients from<br />

one event is certainly an accomplishment, but<br />

the benefits are ongoing. “We are exposed to<br />

additional divisions and elements of their businesses,”<br />

explains Mudd. “They are also further<br />

exposed to our services. To that end, additional<br />

needs and opportunities almost always arise<br />

that allow our firm to expand our role as an<br />

important strategic partner with our clients.”<br />

#buychamber �<br />

Brasfield & Gorrie LLC<br />

Brooks Rehabilitation<br />

The Brumos Companies<br />

CareSpot Express Healthcare<br />

Clockwork Marketing Services<br />

Community First Credit Union of<br />

Florida<br />

Compass Consulting Group<br />

Diversified Clinical Services Inc.<br />

Dixon Hughes Goodman<br />

Enhanced Recovery Company LLC<br />

Enterprise Rent-A-Car<br />

Fidelity Investments<br />

Fifth Third Bank<br />

Gate Petroleum Company<br />

Harry Pepper & Associates Inc.<br />

The Hartley Press Inc.<br />

Homeward Residential<br />

HOMKOR FLORIDA<br />

Keiser University<br />

Mac Papers Inc.<br />

Maxwell House and Post Division<br />

MCCI Group<br />

Publix Super Markets Inc.<br />

Randstad USA<br />

Regions<br />

Reynolds, Smith and Hills Inc.<br />

Scott-McRae Group<br />

Stein Mart<br />

Summit Contractors Group Inc.<br />

TD Bank<br />

Unison Industries<br />

University of North Florida<br />

WJCT<br />

photo courtesy of Downtown Vision<br />

SPONSOR RECOGNITION<br />

JULY/AUGUST 2012 EVENT SPONSORS<br />

JAGUARS KICKOFF LUNCHEON<br />

Action News<br />

Baptist Health<br />

Comcast<br />

Cox Media<br />

Enterprise Integration<br />

Fidelity National Financial<br />

Florida Blue<br />

Jacksonville Business Journal<br />

PRI Productions<br />

Sandler Training-McManamon<br />

The Brumos Companies<br />

AFTER HOURS<br />

TEKsystems<br />

ATHENA POWERLINK GRADUATION<br />

Analytics Partners<br />

Baker Distributing Company<br />

Deremer Studios<br />

Destination Planning Corporation<br />

Foley & Lardner<br />

Health Designs<br />

The Hester Group<br />

LBA<br />

Myers Seth Pump<br />

Oliver Twist<br />

BEACHES MIXER<br />

ADT Security Services<br />

Fleet Landing<br />

Jacks or Better Casino<br />

BEACHES LUNCHEON<br />

Clockwork Marketing Services<br />

BUSINESS GROWTH SERIES<br />

WorkSource<br />

CHAMBER 101: MAXIMIZE YOUR MEMBERSHIP<br />

ERA Davis & Linn<br />

COFFEE ON THE COAST<br />

Ponte Vedra Wellness Center<br />

Hardage-Giddens Funeral Home<br />

FINANCIAL MATTERS<br />

Ennis Pellum<br />

Hunter and Associates<br />

Jacksonville Bank<br />

JAXUSA <strong>PA</strong>RTNERSHIP REGIONAL <strong>PA</strong>RTNER FORUM<br />

AT&T and Stellar<br />

MARKETING MATTERS GRADUATION<br />

Temerity Creative<br />

Character Counts<br />

Shopping Ideas<br />

Wilder Business Success<br />

McManamon/Sandler Training<br />

ANNUAL SPONSORS<br />

ImpactJAX PROGRAM SPONSOR<br />

CSX Corporation<br />

BEACHES DIVISION SPONSOR<br />

Baptist Medical Center—Beaches<br />

ENTREPRENEURIAL GROWTH DIVISION MEDIA SPONSORS<br />

Cox Media<br />

Jacksonville Business Journal


OFFICERS<br />

2012 BOARD OF DIRECTORS<br />

Chair, Thomas M. Van Berkel, The Main Street America Group<br />

Chair-elect, Gregory B. Smith, Bank of America Merrill Lynch<br />

Immediate Past Chair, A. Hugh Greene, Baptist Health<br />

Treasurer, Richard Cox, Fidelity National Financial Inc.<br />

General Counsel, Giselle Carson, Marks Gray, P.A.<br />

President, Walter M. Lee III, JAX Chamber<br />

CHAIRS<br />

Beaches—Joseph M. Mitrick, Baptist Medical Center—Beaches<br />

Business Development—Dr. William C. Rupp, Mayo Clinic<br />

Buy Chamber—Keith A. Tickell, Flagler<br />

Buy Chamber Vice Chair—Kenneth Sweder, Interline Brands<br />

Chamber Councils—Leigh M. Forrester, Career Frontiers of<br />

Northeast Florida<br />

Chamber Councils Vice Chair—Michele McManamon, Sandler<br />

Training-McManamon<br />

Downtown Development—Donald A. Shea, Jacksonville Civic<br />

Council<br />

Downtown Development Vice Chair—Ed Burr,<br />

GreenPointe Holdings LLC<br />

Entrepreneurial Growth—Vincent McCormack, Perdue<br />

Facilities—Paul Tyler, Haskell<br />

#ilovejax Campaign Co-Chair-Matt Rapp, THE PLAYERS<br />

Championship<br />

#ilovejax Campaign Co-Chair-Macky Weaver, Jacksonville<br />

Jaguars<br />

International Business—Fredrik Eliasson, CSX Corporation<br />

JAXBIZ— Hon. John A. Delaney, University of North Florida<br />

JAXUSA Partnership—Robert E. Hill Jr., Acosta Inc.<br />

Member Relations/Operational Excellence—Gary A. Corless,<br />

PSS World Medical<br />

Member Relations/Operational Excellence Vice Chair– Scott<br />

P. Keith, Branch Banking & Trust Company (BB&T)<br />

Military Issues—RADM Jim Stevenson (Ret.), Florida State<br />

College at Jacksonville<br />

Public Policy—Charles H. Hood, Rayonier<br />

Public Policy Vice Chair & Building Fundraising—Michael<br />

Hightower, Florida Blue<br />

Strategic Communications—Maxine McBride, Clockwork Marketing<br />

Services<br />

Trustee Program—G. Ray Driver, Driver, McAfee, Peek &<br />

Hawthorne P.L.<br />

Vice Treasurer—Nathaniel Herring, Fifth Third Bank<br />

Workforce Development/Education—Cleve Warren, Essential<br />

Capital<br />

Workforce Development/Education Vice Chair—Janet D.<br />

Owen, University of North Florida<br />

AT-LARGE MEMBERS<br />

Kristi Bageant-Epperson, Citi<br />

Anna Brosche, Ennis, Pellum & Associates P.A.<br />

Moody L. Chisholm, St. Vincent’s HealthCare<br />

Robert M. Clements, EverBank<br />

Jim Dickenson, JEA<br />

Daniel M. Edelman, Dixon Hughes Goodman Wealth Advisors<br />

Nathaniel Glover, Edward Waters College<br />

Jen Jones, Jen Jones Art Consulting<br />

Kelly Madden, Wells Fargo<br />

David Mann, SunTrust Bank North Florida<br />

Frank Martire, FIS<br />

Janet Owens, Local Initiatives Support Corporation (LISC)<br />

EX-OFFICIO MEMBERS<br />

ImpactJAX—Ranaldo Allen, Assemblymen<br />

Jacksonville City Council—Hon. Bill Bishop<br />

Duval County Public School Board—Hon. Betty Burney<br />

Small Business Leader of the Year—Chad Perce,<br />

iMethods �<br />

INFORMATION OVERLOAD<br />

BY JAMES BARRICK<br />

© 2012 United Feature Syndicate, Inc. Turn to page 6 for this month’s answers<br />

ACROSS<br />

1. “Wherefore — thou<br />

Romeo?”<br />

4. Excitement<br />

9. Fastens a certain way<br />

14. Follower of: Suffix<br />

17. Cattle call<br />

18. Washington’s Mount —<br />

19. Citation word<br />

21. Tiny egg<br />

22. “Great Performances”<br />

channel<br />

23. Start of a quip by Mitch<br />

Hedberg: 3 wds.<br />

25. Midmorning hour<br />

26. Spelunc<br />

28. Be behind<br />

29. Whatnot display case<br />

31. Toward the side<br />

DOWN<br />

1. Sound sys. item<br />

2. Overcharge<br />

3. Great Italian maestro<br />

4. Waste pipe<br />

5. Proportionately: 2 wds.<br />

6. Swamp<br />

7. Mountain pass<br />

8. — — days<br />

9. Spots in a schedule: 2 wds.<br />

10. Arab cloak<br />

11. Kind of iron<br />

12. Adams or Sedgwick<br />

13. Forwarded<br />

14. Plan<br />

15. Canonical hour: Var.<br />

16. Of a Sicilian peak<br />

18. On the qui —<br />

20. — culpa<br />

32. Bone hollow<br />

35. Quechua<br />

36. Shortage<br />

37. Chit<br />

39. — primo cit<br />

40. Danger anagram<br />

42. “Exodus” role<br />

43. Part 2 of quip: 4 wds.<br />

48. Slight<br />

50. Acclaim<br />

51. Arrow poison<br />

52. Periods: Abbr.<br />

55. Time off<br />

57. “Yours, Mine and —”<br />

58. Couscous ingredient<br />

60. Viewed<br />

61. Free<br />

62. Range of vision<br />

63. Olga’s male equivalent<br />

24. Japan’s — Jima<br />

27. Bar mem.<br />

30. Prepare for conflict<br />

31. Comprehensive<br />

33. — marque<br />

34. Complainant<br />

36. Ululate<br />

38. Napoleon’s cocked hat<br />

40. A Pacific island<br />

41. Plus<br />

43. More faithful<br />

44. Start of a toast<br />

45. Changeable<br />

46. Sale venue<br />

47. The bounding main:<br />

2 wds.<br />

49. Iranian language<br />

52. Feral<br />

53. Genu<br />

64. Part 3 of quip<br />

68. Part 4 of quip: 3 wds.<br />

71. Arguable<br />

72. Old preposition<br />

73. Unfair<br />

74. Turnoff<br />

75. Old Greek wrestling<br />

gym<br />

78. Pursue<br />

79. Authenticates<br />

83. H. Rider Haggard title<br />

84. Elegy<br />

85. Distant<br />

87. “— — land of the free...”<br />

88. Part 5 of quip: 3 wds.<br />

91. History: Abbr.<br />

92. Trig function<br />

95. Sign<br />

96. Thimbleful<br />

54. Account<br />

56. Took the stage<br />

59. One in a mob<br />

62. Bows and scrapes<br />

64. Rels. of a linesman<br />

65. Beery Jr. or Sr.<br />

66. Pineapple brand<br />

67. Old Semitic language<br />

68. Estate<br />

69. Praise<br />

70. Mentioned<br />

73. Straight line<br />

76. Straddle<br />

77. Small shark<br />

78. Not at all fresh<br />

80. Nerve-racking<br />

81. Pilferage<br />

82. Denomination<br />

86. Canape spread: 2 wds.<br />

97. Weight<br />

98. Like a late riser<br />

99. Start for gram<br />

102. Swellhead<br />

105. Make believe<br />

109. Era cousin<br />

110. Makes ready<br />

111. God of myth<br />

112. End of the quip: 3 wds.<br />

116. A state: Abbr.<br />

119. And more: Abbr.<br />

120. Case in grammar<br />

121. “The Queen of —”<br />

122. Labor gp.<br />

123. Diddle- —<br />

124. Lip-synched<br />

125. Allayed<br />

126. Lixivium<br />

88. Straighten<br />

89. Pt. on a compass<br />

90. Software edition<br />

92. Limited<br />

93. Flat at the poles<br />

94. Meeting of a kind<br />

97. A pronoun<br />

100. Overly<br />

101. Engaged: 2 wds.<br />

103. Flowed<br />

104. Small dogs<br />

106. Append<br />

107. Prepare in haste<br />

108. Monkey<br />

113. Pep<br />

114. Time of celebration<br />

115. Books pro<br />

117. Nonprofessional<br />

118. Wonderment<br />

C<br />

R<br />

O<br />

S<br />

S<br />

W<br />

O<br />

R<br />

D<br />

October 2012 : 904theMagazine.com : 67


JAX INFO ON THE GO<br />

SNAPSHOTS FROM RECENT CHAMBER HAPPENINGS BY BETH SLATER<br />

The D-Line<br />

JAGUARS LUNCHEON<br />

Pep rallies are popular at high schools but<br />

harder to find at the professional level.<br />

Jacksonville, fortunately, has a wonderful<br />

annual kickoff to the NFL season at the<br />

Prime Osborn Convention Center. More than<br />

1,600 fans attended the Jaguars Kickoff<br />

Luncheon, held the day before the final<br />

preseason game. Players and coaches drew<br />

cheers, but the star of the event was owner<br />

Shad Khan, who remained in the hall well<br />

after the conclusion to greet attendees and<br />

sign autographs. During his remarks, Khan<br />

said, “We are going to win together. We’re<br />

going to make Jacksonville proud, and<br />

we’re going to make history together.”<br />

#ilovejax � PHOTOS BY KEN McCRAY PHOTOGRAPHY<br />

Bobby Sidell, Ranaldo Allen, CFO Jeff Atwater, Bradley Bodiford, Demere Mason Jr.<br />

FLORIDA CFO MEETS<br />

CHAMBER MEMBERS<br />

Florida’s CFO, Jeff Atwater, listened<br />

to the concerns of JAX<br />

Chamber business owners and<br />

young professionals this summer.<br />

While talking about Florida’s<br />

budget and working to improve<br />

Florida’s economy, the CFO<br />

asked questions to gauge recovery.<br />

Business owners shared their<br />

feelings that there has been small<br />

progress after hitting bottom. He<br />

also promoted Transparency Florida, a feature of the CFO website, myfloridacfo.com/Transparency.<br />

The site is a database of the state budget, spending, financial reports and information on 23,000 state<br />

contracts. #ilovejax �<br />

68 : 904theMagazine.com : October 2012<br />

Shad Khan<br />

BUY CHAMBER MARKETPLACE<br />

Participating in the Chamber helps build relationships<br />

that result in more business. This is<br />

how one Chamber member found success just<br />

by getting involved.<br />

One of the many great benefits JAX Chamber<br />

members receive is access to the Buy Chamber<br />

Marketplace. A component of the overall initiative<br />

encouraging the community to buy from Chamber<br />

businesses, the marketplace is an online tool that<br />

allows you to promote your business, encourage<br />

sales, obtain savings and communicate company<br />

information to members and non-members.<br />

Located at the top of the JAX Chamber<br />

website, myjaxchamber.com, the marketplace<br />

consists of four easy-to-complete activities:<br />

posting a discount on a product or service,<br />

redeeming a discount, making a request or<br />

posting an update. #buychamber �<br />

Wally Lee, Councilman Don Redman,<br />

John Hirabayashi, Mayor Alvin Brown<br />

COMMUNITY FIRST SATURDAYS A new event,<br />

COMMUNITY<br />

FIRST<br />

SATURDAYS<br />

Community First<br />

Saturdays, will<br />

offer residents<br />

opportunities for<br />

health and wellness<br />

along the<br />

Riverwalk and<br />

across the<br />

Downtown Business District. Announced in August<br />

and sponsored by Community First Credit Union,<br />

the event will be held on the first Saturday of every<br />

month, October through June, and will include a<br />

variety of activities for families, such as fitness<br />

along the river and a number of different tours<br />

to explore the urban center. The event will also<br />

connect with Riverside Arts Market, Downtown<br />

museums, the library and the river. Learn more<br />

online, at Facebook.com/CommunityFirstSaturdays,<br />

the blog at CommunityFirstSaturdays.com or<br />

on Twitter, @Community1stSaturday. #ilovejax �


THE FUTURE OF SPORTS AND ENTERTAINMENT<br />

The city’s executive<br />

director of sports and<br />

entertainment, Alan<br />

Verlander, engaged<br />

Chamber young professionals<br />

in a discussion<br />

about the economics of<br />

sports and plans for the<br />

future. From hosting a<br />

Alan Verlander<br />

future BCS championship<br />

bowl game to NBA exhibition games, the city is<br />

open to any proposal and will do what it can to<br />

make an event successful. “People in this community<br />

support big events. We need to sustain that,”<br />

he said. #ilovejax �<br />

#ILOVEJAX DAY AT MAYO CLINIC<br />

You might know<br />

Brain Bank<br />

that the Mayo Clinic<br />

specializes in research;<br />

it is also<br />

home to a brain<br />

bank to study<br />

Alzheimer’s and<br />

other neurological<br />

diseases, as well as<br />

cancer, transplant,<br />

liver and digestive<br />

disorders. You may<br />

even know that<br />

Mayo Clinic is a<br />

teaching hospital,<br />

hosting nearly 170 residents in fellow this year.<br />

Attendees of the second #ilovejax day learned<br />

how the facility is moving to the future of health.<br />

Mayo Clinic is working on regenerative medicine:<br />

beyond transplants, scientists are growing new<br />

organs. And in individualized medicine, scientists<br />

are using the genome to predict illness and plan<br />

treatment with certain medications. #ilovejax �<br />

Simulation lab<br />

HEALTH COUNCIL LUNCHEON<br />

Captain Joseph McQuade, Director of Public Health at Naval Hospital Jacksonville, discussed obesity<br />

and employee fitness and his office’s role in improving military fitness at a Health Council luncheon.<br />

“We now die of chronic disease,” he said, and listed four common causes of chronic disease: lack of<br />

physical activity, poor nutrition, tobacco and excessive alcohol. He also cited recommendations from the<br />

American Academy of Pediatrics as a daily fitness guide for children and adults, called “5-2-1-0”: Have<br />

five fruits or vegetables, less than two hours of screen time (tv, computer or other), one hour of exercise<br />

and zero sweetened beverages. #ilovejax �<br />

DOWNTOWN INVESTMENT AUTHORITY BECOMES OFFICIAL<br />

With a quick signature, Mayor Alvin Brown made the legislation for a new Downtown Investment<br />

Authority official in late August. Ed Burr, former chair of the Chamber’s Downtown Revitalization<br />

committee, said the legislation for a dedicated Downtown organization was inspired by a<br />

Chamber Leadership trip to San Diego. Burr also called the legislation “not the end to a journey<br />

but the beginning.” Mayor Brown said the legislation “is about seeking a greater return on investment,<br />

growing property values, spawning private investment & restoring economic security.”<br />

#ilovejax �<br />

Downtown advocates Ed Burr, Rob Clements,<br />

Terry Lorince, Bob Rhodes, Matt Carlucci,<br />

Karen Bowling with Mayor Alvin Brown<br />

ATHENA FALL GRADUATION<br />

If every business were seeing the<br />

success of business owners who recently<br />

graduated from ATHENA PowerLink,<br />

the economic forecast would<br />

be for blue, sunny skies. Graduates<br />

shared their achievements at the program<br />

graduation: Idea Staffing increased<br />

its revenue and gross profit,<br />

respectively, by 42 percent and 69<br />

percent over the last year. G.M. Hill<br />

Engineering owner Gina Hill was<br />

named Women in Business Entrepreneur<br />

of the Year 2012 by the Women<br />

Business Owners organization and<br />

one of 20 Jacksonville Business<br />

Journal Women of Influence honorees.<br />

Nina Sickler of Landmark Engineering<br />

said she put together a team that<br />

helps alleviate the pressure she was<br />

feeling. Liz Grenamyer, speaking by<br />

proxy, said, “Thank you. It has without<br />

question made all the difference.”<br />

#ilovejax �<br />

All graduates<br />

Top volunteers and mentors<br />

Travis Webb, Capt. Joseph<br />

McQuade, Ellen Sullivan<br />

October 2012 : 904theMagazine.com : 69


CROSSHAIRS<br />

Democrat and Republican<br />

politicians hone in on Northeast<br />

Florida as November approaches<br />

70 : 904theMagazine.com : October 2012<br />

+<br />

BY MARY KELLI <strong>PA</strong>LKA


Duval County has more<br />

registered Democrat voters<br />

than Republicans. However,<br />

when it comes to voting,<br />

Duval has leaned conservative since<br />

Ronald Reagan won the White House<br />

in 1980. That was close to changing<br />

four years ago. In 2008, the number<br />

of registered Democrats and Republicans<br />

in Duval County increased by<br />

about four percent from 2004. But<br />

the number of registered Democratic<br />

voters in Duval County who voted in<br />

2008, compared to 2004, was up<br />

almost 12 percent. The number of<br />

registered Republicans who voted<br />

rose only about six percent.<br />

Obama came close to winning<br />

Duval County four years ago, losing<br />

by fewer than two percentage points.<br />

That was a shockingly narrow margin<br />

for a county where voters chose<br />

George W. Bush in 2004 with a 16<br />

percentage point lead. Those extra<br />

votes for Obama four years ago in<br />

Duval County helped push Florida to<br />

give its 27 electoral college votes to<br />

the Democrat.<br />

This year, Florida has two more<br />

electoral votes, putting it in a tie with<br />

New York as the state with the thirdlargest<br />

number of electoral votes.<br />

Both the Republicans and Democrats<br />

want those votes, so they’ll need to<br />

get people to the polls.<br />

MILLIONS OF VOTERS IN 50 STATES WILL SOON CAST THEIR BALLOTS FOR THE<br />

NEXT PRESIDENT OF THE UNITED STATES: BARACK OBAMA OR MITT ROMNEY.<br />

ONCE THE POLLS CLOSE ON NOVEMBER 6, EVERYONE WILL BE WAITING TO<br />

SEE WHAT VOTERS DECIDED IN A FEW LARGE STATES THAT HAVE ENOUGH<br />

ELECTORAL VOTES TO HELP ONE CANDIDATE WIN AN ELECTION. FLORIDA IS<br />

AMONG THOSE STATES. BUT FLORIDA MAY NOT BE JUST A BATTLEGROUND<br />

STATE IN THIS ELECTION. SOME SAY FLORIDA IS THE BATTLEGROUND STATE.<br />

For both candidates, winning in the Sunshine State is critical, says Matthew Corrigan,<br />

chair of the Political Science and Public Administration Department at the University of<br />

North Florida. “Most think Romney can’t win enough of the electoral votes without<br />

Florida,” he says. “If Obama could beat him here, Obama would probably win.”<br />

And Duval County will play a big part in this election—just as it has in previous elections.<br />

“You can’t win the White House without Florida,” says Bruce Barcelo, a Jacksonville<br />

political consultant. “And you can’t win Florida without Northeast Florida.”<br />

BIG ISSUES ON VOTERS’ MINDS<br />

Unlike many local and state elections, presidential races usually get about 80<br />

percent voter turnout in Duval County. Voters have motivation to come back out<br />

again this year. Many voters are worrying about the stability of their jobs, if they still<br />

have jobs. Many are carrying wallets lighter with cash and credit reports heavier<br />

with debt. And then there are <strong>social</strong> issues, from health care costs to quality education<br />

for their children, weighing on voters’ minds. Now voters must decide who they<br />

believe has the answers to improve the economy, grow jobs, tackle health care<br />

issues and lead the country on other key <strong>social</strong> issues for the next four years.<br />

Each party can likely depend on its base for support at the polls, says Duval<br />

County Supervisor of Elections Jerry Holland. Independent voters are an unknown<br />

variable, though. “It’s those independents who are influenced by who’s going to<br />

make a difference in those four years,” he says.<br />

Corrigan says that there aren’t as many undecided voters this year, in large part<br />

because they know the candidates. “It puts a premium on the campaigns turning<br />

out their prospective bases,” he says. He claims that Republicans are geared up;<br />

now Obama must make sure his supporters are, too.<br />

Obama won four years ago with strong African-American support, non-Cuban-born<br />

Hispanics, young people and some moderate Republicans. Corrigan says Obama<br />

isn’t likely to get as many moderate Republicans this year, and it isn’t clear how<br />

many young voters will show up. “They’re distracted about jobs and the economy,”<br />

he says.<br />

Barcelo says that in 2008, a lot of new voters turned out for the presidential<br />

election. He claims that around that time, there was an enthusiasm deficit among<br />

Republicans. However, he has seen enthusiasm rise among Republicans as they<br />

try to get one of their own back into the White House. Still, it will be tough for the<br />

parties to get voters to continue to return to the polls every four years.<br />

“The single hardest thing to change in politics is an established pattern of<br />

turnout,” he says.<br />

Both sides are trying to get their own people out to vote and keep the other<br />

group’s people home. They’re also trying to “persuade the persuadables.”<br />

As election day approaches, voters are going to see a lot of sign waving from<br />

both parties.<br />

“They’re looking to put a smiling face on a political campaign,” says Barcelo.<br />

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><br />

October 2012 : 904theMagazine.com : 71


SMILING<br />

FACES<br />

For both parties, many of those support local and state candidates. McKin- important that Republicans not take Duval<br />

smiling faces are people under non has seen a huge turnout this year of County for granted. It’s not enough to win<br />

the age of 40.<br />

volunteers wanting to help Obama and big,” he says. “We have to win really big.”<br />

Peret Pass, president of the other Democrats. That helped the group The message is centered on comparing<br />

Jacksonville Young Republicans begin its voter registration push earlier in and contrasting where the country wants<br />

and chair of the Florida Federation of<br />

the year than it had anticipated. Now<br />

to go with where President Obama has<br />

Young Republicans, agrees with Barcelo they’re working on a ballot guide to help taken the country, says Curry. The focus<br />

that Republicans weren’t very enthusiastic educate young voters about candidates this year has been on getting more Repub-<br />

in 2008. Fast-forward four years, and young and issues important to them.<br />

licans to register to vote. “If you can get<br />

Republicans have a renewed enthusiasm McKinnon doesn’t think that Obama has voters to register, we have a pretty good<br />

and they’re excited to help Romney. Many lost the support of young Democrats in idea they’re going to vote,” he says.<br />

young voters who thought Obama was the Northeast Florida, though he’s heard similar Volunteers are working phone banks and<br />

answer aren’t happy with the direction he’s talk. “We’re finding President Obama in- walking in neighborhoods, where they’re<br />

taken the country, so they’re working on spired a lot of young people to get politi- knocking on doors and asking people to<br />

electing a new President, says Pass. She's cally engaged in 2008, and they really stuck vote early or show up on Election Day. That<br />

noticed that many young voters are moti- around in Jacksonville,” he says. “If what face-to-face connection with voters is the<br />

vated and emotionally attached to Romney. I’ve seen locally is any indication, I feel focus of the Duval County Democratic Party,<br />

“It’s been a lot easier to get people to great about our chances in November.” according to chair Travis Bridges. A per-<br />

come out and do the nitty gritty,” she says. Both parties know they will need enersonal phone call is the second choice. “It’s<br />

That includes a lot of work on the<br />

gized supporters like McKinnon and Pass the personal connection that really affects<br />

phones. It also means meet-ups for young to get the word out.<br />

the voter more than anything else,” he says.<br />

professionals, where the conversations<br />

“Mitt Romney and Paul Ryan don’t have Bridges says that if Obama loses Florida,<br />

aren’t always dominated by politics. In- a pass to the presidency without Florida,” it’s still possible that he could pick up<br />

stead, elected officials and political con- says Lenny Curry, chairman of the Republi- enough other states to give him a win. But<br />

sultants are often featured speakers.<br />

can Party of Florida. His party will give Bridges says Romney needs Florida, and<br />

The Jacksonville Young Democrats are plenty of attention to Duval County to help the Democrats are working hard to make<br />

having similar meetings, says president make that happen. That’s because every sure he can’t get it.<br />

Joey McKinnon. Just like the Young Repub- vote for Romney in Duval County will help “The ground game is being played really<br />

licans, the Democrats meet regularly to offset votes for Obama in other parts of heavy here in Duval County and Northeast<br />

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><br />

discuss important community issues and the state, especially southern Florida. “It’s Florida,” he says.<br />

72 : 904theMagazine.com : October 2012


Mitt Romney and Paul Ryan<br />

don’t have a pass to the<br />

presidency without Florida.<br />

—Lenny Curry, chairman of the Republican Party of Florida.<br />

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><br />

LOOKING FOR A<br />

GAME CHANGER<br />

W<br />

hile the Republicans are attacking Obama’s record, the<br />

Democrats are blaming the Republican Congress for not<br />

working to help the President. Television advertisements,<br />

front-page stories, phone calls and knocks on doors will<br />

play key roles in helping the candidates win votes this<br />

year—no different than any other year. But there are new tools, or at least<br />

some that have gained in popularity since the last presidential election.<br />

Twitter had already been around for a couple of years by the 2008 election,<br />

and the candidates used it along with other <strong>social</strong> media platforms.<br />

But today, Twitter has become a news source for many voters—and it has<br />

surpassed 500 million users. And what those users, campaigns and political<br />

supporters tweet can make a difference on the campaign trail.<br />

Bridges thinks <strong>social</strong> media helped Obama in 2008. And he thinks it will<br />

help again. “I think it’s the personal connection,” he says.<br />

Corrigan isn't sure that information shared on Twitter is persuading a lot<br />

of people. It is, however, causing voters to expect responses quicker, he<br />

says. And it’s getting campaign messages to the media.<br />

Curry has seen firsthand how a tweet can change a news cycle. This summer,<br />

Curry commented on Twitter about what he called the “two faces” of<br />

former Governor Charlie Crist. The Tampa Bay Times’ political blog picked<br />

up the comment, the Republican Party followed up with emails and then<br />

other media did their own stories. The series of events only confirmed the<br />

power of <strong>social</strong> media to him.<br />

“In a state like Florida, TV is still where it’s at,” says Curry. “In a close election,<br />

if a tweet drives an earned media story… it could be a game-changer.”<br />

Up until November 6, both sides will be looking for every way possible to<br />

change the game—with hopes that their own candidate wins. �<br />

October 2012 : 904theMagazine.com : 73


74 : 904theMagazine.com : October 2012<br />

Charley Hood is no fast talker. One has to imagine that the 62-year-old’s<br />

deliberate, approachable demeanor was perfected over a short career<br />

in Florida government, first as a legislative assistant in the Florida<br />

Senate and then as the clerk of courts for Putnam County. He crossed into<br />

the private sector to handle government relations for Georgia-Pacific before<br />

acquiring his current role as Rayonier's vice president of public affairs.<br />

How did your career in government affairs start? I had an opportunity<br />

to plug into a campaign of a guy who was running for the state<br />

Senate. The district ran from Jacksonville Beach all the way south to<br />

Sumter County. He was paying a visit to my father-in-law, who was the<br />

mayor of Palatka, and I happened to be there. He was looking for<br />

somebody to help with his campaign in North Florida, and my father-inlaw<br />

pointed at me and said, “Well, this guy needs a job right here.”<br />

What was the biggest lesson learned from your time spent in<br />

public office? It's hard work. I've always told people that local government,<br />

and more specifically small-town government, is the toughest job<br />

in government because you see your constituents every place you go.<br />

Describe how those positions shaped your view of how national<br />

parties campaign in Northeast Florida: There's an old Tip O'Neill<br />

adage, that “all politics are local.” What that really<br />

suggests is that campaigns are all about building<br />

momentum from the grassroots up, and the<br />

parties don't really control—or shouldn't<br />

control—the agenda.<br />

What does “government affairs” mean<br />

to you? Government affairs is the education<br />

of policymakers; it’s not influencing, it’s<br />

educating them on the nuances of your<br />

particular business. Credibility is earned<br />

when we know what we’re talking about,<br />

we’re honest, transparent and our companies<br />

are good corporate citizens as evidenced<br />

through corporate philanthropy, volunteering<br />

in the community and, in general,<br />

broad community engagement.<br />

Who was your biggest mentor<br />

early in your career? Lee Thomas at<br />

Georgia-Pacific; he was my first boss<br />

when he came on in 1992. He taught<br />

me what a good government affairs<br />

program looked like. It's not just being<br />

another pretty face, you've gotta do<br />

something to make it valuable for<br />

the shareholders.<br />

Best leadership advice you ever<br />

received? To be a strong leader<br />

means that there are no little people.<br />

Also, you don't second-guess the way<br />

you feel about something and the way<br />

you react, nor do you second-guess<br />

the way others feel or react. �


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