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Private Foundations

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Mark B. Potts, CPA, PFS, CGMA

Work Life

Areas of Specialization
Mark specializes in audit, accounting, and income tax for businesses in the service, distribution, manufacturing, automotive dealership, and retirement community industries. He works extensively with not-for-profit entities, including health and social service agencies, religious organizations, foundations, educational and day care facilities, and HUD subsidized real estate. In addition, Mark is an Investment Advisor Representative with WKMR Financial Group, LLC, a registered investment advisory firm.

Professional Experience
Mark joined WKMR in 1988 after working four years with a local CPA practitioner. In addition, Mark has appeared as a guest on WMYX radio, speaking about elder care issues.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater

Community Service
Mark is a member of the Olde House Society of Watertown and has served on several not-for-profit boards.

Interests
Mark is an avid reader, and also enjoys music, travel and restoring his old Victorian Home.

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Paul R. Sehmer, CPA, CGMA

Work Life

Areas of Specialization
Paul specializes in providing audit and accounting services for the manufacturing, construction and not-for-profit industries.

Professional Experience
Before joining WKMR in 1987, Paul worked for a large regional CPA firm in Racine.

Professional Associations
AICPA, WICPA, Construction Financial Management Association (CFMA), Surety Association of Wisconsin, Wisconsin Underground Contractors Association (WUCA), Mason Contractors Association, and the Metropolitan Builders Association of Greater Milwaukee (MBA).

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1983

Community Service
Paul is a volunteer with a number of community organizations and serves as the Vice-President for the Waukesha County Technical College Foundation, Treasurer for the Lutheran High School Association of Greater Milwaukee, and Past-President of the church he attends in Waukesha.

Interests
Paul enjoys golf, Marquette basketball, time with his family and friends, and serving as a volunteer at his church in Waukesha and at various school activities of the Lutheran High School Association.

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What is a Private Foundation?

A Private Foundation is a not-for-profit entity which is usually created via a single primary donation from an individual contributor or a business rather than by the general public. A Private Foundation’s funds and programs are usually managed by its own trustees or directors.

 

At Winter, Kloman, Moter & Repp, S.C., we know how private foundations operate and understand the complex tax issues and reporting requirements associated with Private Foundations.  With the increased scrutiny of tax-exempt organizations by the IRS and Congress, our team of experts can help you monitor compliance with the many tax laws which are unique to private foundations.

 

Our Services Include:

  • Accounting
  • Audits, Reviews and Compilations
  • Consulting
  • Federal, State and Local Tax Planning, Compliance and Reporting
  • Fraud Prevention and Detection
  • Technology Consulting

It is our goal to help you achieve yours.  For more information on how we can help you, contact us today.