Matthew E.
Shonsey, CPA, corporate shareholder
since 1980, was
elected managing partner of the firm in May,
1987. In this position, Matt is responsible for the overall
direction and management of the firm.
He joined the firm in 1980 with extensive experience in taxation.
Matt graduated from the University of
Nebraska-Kearney in 1971 and took graduate work at the University of
Nebraska-Lincoln in accounting. He
served four years as a revenue agent for the Internal Revenue Service in Omaha, and he has
since been practicing public accounting in Grand Island.
Areas of special expertise include tax planning for individuals,
corporations, partnerships, LLC's, trusts and estates.
Areas
of specialized expertise include
estate and gift
planning, medical practice consulting, agricultural tax, merger and acquisition
consulting, franchising, and IRS audit representation.
He is a former member of the Board of Directors of the Grand Island Community Foundation.
He served as Co-Chair person of the Major Gifts Committee for the Heartland Events Center
and the Collage Park Campaigns..
He and his wife Kathy Co-Chaired the 2005/2006 Heartland United
Way Campaign. Matt is a former Board of Trustees Member and Chairman of the St. Francis
Medical Center Foundation, former treasurer and board member of College Park of
Grand Island, former treasurer and board member of the Grand Island Economic
Development Corporation Board of Trustees, and
Community Council Member of CHAD.
He is a member of Grand Island Area Chamber of Commerce, the American
Institute of Certified Public Accountants and the Nebraska Society of Certified
Public Accountants.
Steven
K. Placke, CPA, corporate shareholder, graduated magna cum
laude with high distinction from Hastings College in 1985 with a bachelor of
arts degree in business administration/accounting. A native of Hastings,
Nebraska, he joined the firm in June, 1985, and was promoted to corporate
shareholder in July, 1996. Steve has experience in accounting, tax, and auditing in Central Nebraska.
Accounting and auditing experience includes banking, agricultural businesses, livestock,
healthcare, auto dealerships, not-for-profit organizations, and retail trade. Tax
experience includes individuals, corporations, partnerships, limited liability companies,
tax and estate planning, and consulting. He is a member of the Nebraska Society of
Certified Public Accountants and the American Institute of Certified Public Accountants.
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Terry L. Meier,
CPA, corporate shareholder, earned a bachelor of
science degree in business administration from Nebraska Wesleyan University in 1979. He
has over 24 years of experience in public and private accounting. A Grand Island native,
Terry joined the firm in August, 1984, and was promoted to Principal in 1991.
He is a member of the firm's Accounting and Auditing Department. Terry is responsible for accounting, auditing and business
consulting services for both large and small businesses in a variety of industries,
including manufacturing, nursing homes, banking, not-for-profit organizations, retail
trade, and agricultural businesses. Terry is a member
of the Nebraska Society of Certified Public Accountants and the American Institute of
Certified Public Accountants.
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corporate shareholder, graduated in December, 1991, from the University of Nebraska-Lincoln earning a bachelor of science degree in business administration with an emphasis in accounting. A Wood River native, Jodi joined the firm in January, 1992. She was most recently promoted to Principal in 2003. Jodi is a member of the firm's tax department. Responsibilities include preparation of individual and business tax returns, tax research, and tax planning. She is also responsible for accounting and auditing services in the areas of nursing homes, nonprofit organizations, car dealerships, and employee benefit plans. She is a member of the Grand Island Luncheon Business and Professional Women’s Club, American Institute of CPAs, and Nebraska Society of CPAs. She also serves on the Board of Directors for the Community Humanitarian Resource Center.
Justin T.
Newland, CPA,
Senior Manager, joined the firm in September, 1995, and was promoted to
Manager in July, 2003. Justin graduated in May, 1994, from Hastings College
earning a bachelor of arts degree in business administration with an emphasis in
accounting. A native of Ravenna and resident of Grand Island. Justin’s
industry experience includes banking, manufacturing, nursing homes, agricultural businesses, construction contractors,
state and local governmental agencies and not-for-profit organizations. Justin is a member of the Nebraska Society of Certified
Public Accountants and the American Institute of Certified Public Accountants.
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, Senior Accountant, graduated summa cum laude from the University of Nebraska-Kearney in 1977 earning a bachelor of science degree in business administration with emphasis in accounting. Originally from Holdrege, Nebraska, Cindy joined the firm in November, 1981. Cindy’s experience includes medical personal service corporations, hotel/motel operations, and farm supply stores. Her responsibilities include financial statements, corporate and individual income tax, bookkeeping services, payroll and employment taxes.
Senior Accountant, graduated May, 1981, from Hastings College earning a bachelor of arts degree in business administration with emphasis in accounting. Originally from Hastings, Lori joined Shonsey & Associates in December, 1983. Lori was promoted to staff accountant in July, 1985, and then to Senior Accountant in July, 1990. Lori’s tax and accounting experience include individual, partnership, and corporate income tax, nursing homes, retail trade, franchise accounting, professional corporation, and small business bookkeeping and tax services.
Rogene K. Packer
joined the firm in
1992 as a Staff Accountant. She was promoted to Senior Accountant in July, 1994. Prior to
joining the firm, she worked for nine years with another local CPA firm. Rogene graduated
from Central Nebraska Community College in 1975 with a two-year degree in accounting.
Rogene’s areas of expertise include all client services for medical personal service
corporations, small business bookkeeping and tax including QuickBooks 2003, livestock, agricultural businesses,
retail/wholesale trade, and restaurants.
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Staff Accountant, graduated from the University of Nebraska - Kearney in July, 2006, earning a Bachelor's Degree in Business Administration with emphasis in accounting. He earned an Associates Degree in Automotive Technology from Central Community College, June, 1991,, in Lincoln, Nebraska. Originally from Colon, Nebraska, Chuck joined the firm in January, 2008. His experience includes auditing, corporate and personal tax preparation, and payroll reports.
has responsibility for daily operations of the firm: carrying out policies and decisions made by firm management, implementing administrative procedures, management of the firm’s facilities, personnel issues, continuing professional education and business insurances. She is responsible for planning and implementing firm promotion and development. Judy’s responsibilities as Employee Benefits Coordinator are the installation, communication and administration of Section 125 Employee Benefit Plans, Premium Only Plans and retirement plans for employers. A native of Chapman and resident of Grand Island, Judy began with the firm in September, 1979, as business manager.
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Shonsey & Associates
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