Kruggel Lawton Admits Three New Partners

Stephen Beasy

Stephen Beasy

South Bend, Ind.-based Kruggel Lawton CPAs (FY16 net revenue of $9.9 million) has admitted three partners, Stephen Beasy, Patrick Lee and Margene Zink.

“The addition of Steve, Patrick and Margene as partners was an important step in growing our firm and serving our clients. They each demonstrate a sincere dedication to our clients, apply their technical expertise in their areas of specialization and work tirelessly to make our firm the best it can be,” says MP Barry Hall.

Patrick Lee

Patrick Lee

Beasy has more than 20 years of experience auditing retirement plans, including defined contribution, defined benefit, and health and welfare plans. He also has experience with consulting on plan improvements, handling mergers and acquisitions, plan terminations and frozen plans, and correction of compliance failures.

Lee is one of Kruggel Lawton’s practice leaders for fiduciary tax services and has been with the firm since 2011. He has more than 10 years of tax experience in trust, estate, individual, corporate and partnership clients. His technical expertise includes tax preparation, tax information reporting and compliance, tax planning, tax forecasts and projections, and research for both federal and state tax issues.

Margene Zink

Margene Zink

Zink is the firm’s first female partner who began her public accounting career with Kruggel Lawton 15 years ago. Her clients have included national and local public charities, community foundations, health care providers, educational institutions, faith-based organizations and social service agencies. She has extensive experience with audits conducted in accordance with the uniform guidance, as well as strategic planning, financial management and governmental regulations compliance.