Company Announcements: Week of March 11, 2013
National CPA and advisory firm BKD, LLP has named Eric Dulany the leader of its growing energy practice.
Dulany joined BKD's Houston office in September, bringing more than twelve years of public accounting experience, most of which was spent at an international public accounting firm. Dulany has served energy clients throughout the United States, Europe, Africa, and Asia, and he has substantial experience with US Securities and Exchange Commission reporting, International Financial Reporting Standards, regulatory reporting, and compliance. Most recently, he spent two years in Europe leading audits for the world's largest integrated oil and gas and oilfield services company.
BKD's energy team advisors work with approximately 300 energy companies across the country and internationally on a wide variety of issues to help them reach their business goals. Clients cover all stages of the energy production process - exploration and production, oilfield services, midstream and downstream service and power production, and distribution. Services include financial statement audits, tax planning and compliance, risk management, technology planning, and forensic services.
Dulany is a 1998 graduate of Houston Baptist University, Texas, with a BBA degree.
Blue & Co., LLC has been named a "Best Places to Work" employer in Kentucky for 2013. The awards program was created in 2005 and is a project of the Kentucky Chamber of Commerce, the Kentucky Society for Human Resource Management (KYSHRM), and Best Companies Group. This is the second year in a row that Blue & Co, LLC has received this honor.
Winners from across the state have been selected in two categories: small/medium-sized employer (companies of 25 to 249 US employees) and large-sized employer (companies of 250 US employees or greater). The selection process, managed by Best Companies Group, is based on an assessment of the company's employee policies and procedures and the results of an internal employee survey.
The competition is a multiyear initiative designed to motivate companies in the Commonwealth to focus, measure, and move their workplace environments toward excellence. Numerous studies show a strong correlation between profitability and creating a good place to work. The Best Places to Work in Kentucky initiative is based on FORTUNE magazine's "100 Best Companies to Work for in America" list.
To be considered for participation, companies had to fulfill the following eligibility requirements:
- Be a for-profit or not-for-profit business or government entity;
- Be a publicly or privately held business;
- Have a facility in the state of Kentucky;
- Employ a minimum of twenty-five full-time or part-time associates working in the state of Kentucky; and
- Must be in business a minimum of one year.
Companies from across the state entered the two-part process to determine the Best Places to Work in Kentucky. The first part consisted of evaluating each nominated company's workplace policies, practices, and demographics. This part of the process was worth approximately 25 percent of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75 percent of the total evaluation. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process in Kentucky and also analyzed the data and used their expertise to determine the final rankings.
Blue & Co., LLC will be recognized and honored at the Best Places to Work in Kentucky 9th Annual Awards Dinner on Tuesday, April 16, 2013, at the Lexington Convention Center. The final rankings will be announced at the event. A magazine recognizing the winners and their final rankings will be released for statewide distribution at that time.
Blue & Co., LLC has been named as one of the 2013 "Best Places to Work" in Indiana by the Indiana Chamber of Commerce. This is the fifth consecutive year the firm has won this prestigious award.
The top companies in the state are determined through employer reports and comprehensive employee surveys. The Best Companies Group, which handled the selection process, oversees similar programs in twenty-one other states.
Winners were selected from four categories: small companies of between 15 and 74 US employees; medium companies of between 75 and 249 US employees; large companies of between 250 and 999 US employees; and major companies with 1,000 or more US employees. Blue & Co., LLC is a winner in the large companies' category.
This is the eighth year for the Best Places to Work in Indiana program, which is presented by Comcast Business Class. Actual rankings for the companies will be unveiled at the May 2 awards dinner at the JW Marriott in downtown Indianapolis.
Blue & Co., LLC, a leading regional public accounting firm with offices strategically located in Indiana, Kentucky, and Ohio is pleased to announce the promotions of Steve Jones and Larry King to the partner group and the appointment of Jerry Hammel to the Executive Committee of the firm. Blue is wholly owned by its partners (normally called directors), who have ultimate authority over all matters of the firm. The directors elect an executive committee consisting of three members, each elected for a three-year term. The executive committee provides policy and management for the firm on behalf of the directors and meets periodically throughout the year.
Jones began his career with the firm in January 1992. He works out of the firm's Louisville, Kentucky, office and specializes in providing audit and assurance services for hospitals, federally qualified health centers, long-term care facilities, other health care organizations, and not-for-profit organizations. He also serves on the firm's Audit and Accounting Quality Control committee. He graduated from Purdue University with a Bachelor of Science in Accounting. He is a Certified Public Accountant in the states of Indiana and Illinois.
King began his career with the firm in September 1994. He leads the Columbus, Ohio, office's audit and assurance practice, serving hospitals and health systems as a trusted business advisor. King's experience includes debt capacity and bond issuance consulting, due diligence work with respect to practice acquisitions, financial benchmarking, productivity analysis, and cost-containment consulting. He graduated with distinction from the Indiana University School of Business with accounting and finance concentrations. He is a member of the American College of Healthcare Executives and holds the FHFMA designation through HFMA.
Hammel began his career with the firm in in December 1999. He works in Blue's Carmel, Indiana, office and serves as the firm-wide director of taxation. Prior to joining the firm, he was a tax senior manager with a national firm. He provides financial, strategic, and tax planning services to a broad cross section of businesses and individuals and has worked with construction, manufacturing, and wholesale distribution clients. Hammel specializes in mergers and acquisitions and has successfully completed the Certified Merger & Acquisition Advisor program at Loyola University Chicago. He also specializes in state and local taxation, including income, sales and use, and property. He has served on the State and Local Taxation Committee for the Indiana CPA Society and taught several courses in the area of sales and use taxation. Hammel graduated from Indiana University with a Bachelor of Science in Accounting.
CBIZ Tofias, part of the nation's seventh largest accounting and tax provider, has promoted three managers to directors. The newly promoted directors are Debra Del Toro, EA, MST, a member of the Tax Group and based in the Boston, Massachusetts, office; Carrie Demakis, CPA, MSA, a member of the Accounting and Auditing Group and based in the Boston office; and Brendan Donovan, CPA, MSA, a member of the Accounting and Auditing Group and based in the Providence, Rhode Island, office.
Del Toro provides tax consulting, planning, and review services for high-net-worth individuals and family groups, including related services for fiduciary and partnership returns. In addition, she performs year-end tax planning to high-net-worth individuals and assists clients with representation before taxing authorities. She received a Bachelor of Science and a Master of Science in Taxation from Northeastern University.
Demakis has more than ten years of accounting and auditing experience with privately held and public companies in the manufacturing, retail, wholesale/distribution, professional services, and technology industries. She is also a member of the Not-for-Profit & Education Practice, where she works with educational institutions, religious organizations, foundations, membership associations, and health and human service providers. Carrie's experience includes managing financial statement audits and reviews, evaluating and offering recommendations on internal controls, operations and accounting issues, and consulting on various related matters. Carrie received a Bachelor of Science from Bowling Green State University and a Master of Science in Accounting from the University of Notre Dame.
Donovan has more than nine years of experience working with private equity and venture capital firms, investment companies, colleges and universities, and privately held companies. He is skilled in valuation methodologies and auditing direct and fund-of-fund investments under the fair value accounting standards and assisting clients in such areas. In addition, he is experienced in managing financial statement audits and reviews, evaluating internal controls and providing related recommendations, and training the firm's accounting and auditing personnel in the Private Equity & Venture Capital and Not-For-Profit & Education Practices. Brendan received a Bachelor of Art in Accounting from Assumption College and a Master of Science in Accounting from Suffolk University.
CBIZ Tofias has expanded its high-net-worth individuals and family groups practice with the addition of Stephen Houlihan, JD, LLM, CPA. He has joined the Boston office as a director.
Houlihan has more than thirty years of experience specializing in the areas of estate and gift taxes and planning as well as fiduciary income tax returns. Before joining CBIZ Tofias, he was a partner at Houlihan and Muldoon, a legal and financial planning practice concentrating in business, tax, estate, and retirement planning. In addition to numerous publications and speaking engagements for industry organizations, Houlihan is an adjunct faculty member in the Tax Program at Suffolk University Law School teaching federal estate and gift taxation. He received a Bachelor of Business Administration from the University of Notre Dame, a Juris Doctorate from Boston College School of Law, and a Master of Laws in Taxation from Boston University School of Law.
CohnReznick LLP, the eleventh largest accounting, tax, and advisory firm in the United States, announced the election of two new partners and one principal as of February 1, 2013.
Jarrett Bluth, CPA, partner, joined CohnReznick in 2005 after four years at a Big Four accounting firm. Based in the Roseland, New Jersey, office, Bluth has a broad range of experience in most aspects of taxation with a particular emphasis on accounting for income taxes and strategic tax planning for businesses with international tax operations. He received a Bachelor of Science in Accounting from The College of New Jersey and a Master of Science in Taxation from the Stillman School of Business at Seton Hall University.
Marc Staut, principal and CIO for the firm, is based in the Bethesda, Maryland, office. He provides consulting services, strategic assessment, planning, and project management for the firm's technology initiatives and applications. During his fourteen years with CohnReznick, he has led the implementation of numerous IT projects, including application upgrades and implementations, network conversions, e-mail migrations, and security system planning and deployment. Staut is also a speaker, panelist, and writer focusing on technology in the accounting industry, mobility, strategy, leadership, and vision. He received his bachelor's degree from the Virginia Polytechnic Institute and State University.
Swami Venkat, CPA, CISA, CFE, ACA, is a partner within CohnReznick Advisory Group based in the Roseland, New Jersey, office. Venkat is an accounting and internal control specialist with over ten years of professional experience in audit, internal controls review and assessment, and SEC/US GAAP reporting. Venkat has served as the project lead in assisting management implement and maintain Sarbanes-Oxley (SOX) Sec 302 and 404 compliance programs across various industries, including retail, manufacturing, financial services, data center operations, and software services.
The accounting and consulting firm Condley and Company, LLP recently announced the addition of two new team members, Justin C. Munns and Jason L. Young, CPA, CGMA.
In Munns' new role as a tax accountant, he prepares partnership, corporation, and individual tax returns and quarterly and yearly payroll reports. He received his Master of Business Administration and Bachelor of Business Administration from Hardin-Simmons University.
As a tax senior, Young provides comprehensive tax, consulting, and preparation services for the firm's clients. He primarily works with farms, ranches, and small business entities. Young is a graduate of Abilene Christian University where he received his Bachelor of Business Administration in Accounting.
Condley and Company, LLP is pleased to announce the promotions of Ryan M. Gibson, CPA, CIA, CFSA, and Aaron R. Miller, CPA.
Gibson joined Condley and Company in 2006 and previously served as an audit supervisor. In his new role as audit manager, he will oversee the firm's assurance and other non-attest engagements, including reviewing, scheduling, staffing, and client coordination. Gibson graduated from Hardin-Simmons University with a Bachelor of Business Administration in Accounting and Finance.
Miller, formerly an audit senior, joined Condley and Company in 2009. In his new role as audit supervisor, he is responsible for the supervision and review of audit teams to facilitate fieldwork completion and report preparation. Miller received his Master of Accountancy and Bachelor of Business Administration from Abilene Christian University.
The certified public accounting firm of Day Seckler is proud to announce the addition of Theodore M. Haible as a staff accountant.
Prior to joining the firm, Haible was the owner of Not Just Salads LLC. His wife, Stefanie, continues to operate the business. In his new position, Haible will be providing comprehensive accounting and consulting services for the firm's clients. Haible is a graduate of State University of New York at New Paltz.
Elliott Davis, LLC, one of the largest accounting, tax, and consulting services firms in the Southeast, congratulates shareholder Mike McGuigan who was recently recognized among the finalists for the United Way of Greenville County's "Young Philanthropists (YP) Mentor of the Year" award. The awards ceremony recognized individuals who have served as trusted advisors to United Way Young Philanthropists, in business and in life.
With more than thirty years of public accounting experience, McGuigan leads the firm's tax practice and is managing shareholder of the Greenville office. He was nominated for the award by four Elliott Davis professionals, all who credit a portion of their success to McGuigan.
Judging criteria for the award included (1) the impact the mentor has made in the mentee's business/professional life; (2) the influence on the mentee's community involvement; (3) the life lessons provided for improving and shaping the mentee's business, professional and personal life; (4) the nature of the mentoring relationship; and (5) the characteristics of the mentor.
Elliott Davis is pleased to announce the addition of George Noonan as tax senior manager in its financial services practice. He will be located in the firm's Charlotte, North Carolina, office.
A CPA with more than sixteen years of experience, Noonan serves financial institutions providing them with a variety of services including tax planning and research, ASC 740 consultation, FIN 48 analysis, tax return preparation, quarterly estimate preparation, forecast, and projections. His experience includes serving multibillion dollar financial institutions filing complex consolidated and multistate income tax returns. He holds a Bachelor of Science in Accounting and Finance from Wright State University.
Elliott Davis is pleased to announce Greenville Business Magazine named Director of Corporate Development Jim Bourey among its 50 Most Influential of 2012.
Bourey was selected for his efforts as Chairman of United Way of Greenville. With a final total of more than $16 million raised in its most recent campaign, the United Way set a new record for giving in 2012, surpassing the established goal of $15.8 million. Campaign contributions are used to address food/housing, youth development, and crisis counseling needs as well as to initiatives designed to continually decrease the level of need within the county.
For three years, Bourey has implemented strategic growth initiatives at Elliott Davis. Prior to joining Elliott Davis, he spent more than six years serving Greenville and the Upstate community as city manager.
The public accounting firm of Faulk & Winkler, LLC is pleased to welcome Lauren M. Fitch, JD, as chief operating officer effective January 1, 2013.
A graduate of Southern University Law Center with a Juris Doctorate, Fitch will be responsible for managing internal processes and procedures for the firm. She will also serve in a strategic role, helping to set the firm's vision and direction. Prior to joining Faulk & Winkler, she spent two years as a staff attorney with the Louisiana Association of Community Action Partners and one year with the Center for Planning Excellence. With both organizations, she specialized in drafting agreements, bylaws, articles, and employment law documents.
The Financial Accounting Foundation (FAF) Board of Trustees has reappointed Marc A. Siegel to a second five-year term as a member of the Financial Accounting Standards Board (FASB) beginning July 1, 2013. The FAF Trustees oversee the activities of the FASB and the Governmental Accounting Standards Board (GASB).
Siegel began his first term as a member of the FASB in October 2008. As a member of the FASB, he has played a key role in enhancing investor outreach; initiating dialogue with investors on key FASB projects; providing regular updates to investors on those projects; and facilitating forums, roundtables, and other activities to solicit investor perspectives.
Prior to joining the board, Siegel led the Accounting Research and Analysis team at the RiskMetrics Group in Rockville, Maryland. A recognized expert in forensic accounting with over twenty years of experience in global industries, including technology, media, telecommunications, health care, retail, and insurance, Siegel served on the FASB Investor Technical Advisory Committee (ITAC) from January 2007 until his appointment to the FASB.
Foundation Financial Group concluded its fundraising drive for the Brenton Hittle Memorial Fund. The company and its employees raised several thousand dollars to cover burial expenses for the six-month-old child. Hittle tragically passed away on January 25, 2013, from what doctors believe to be Sudden Infant Death Syndrome (SIDS).
Foundation Financial Group is adamant about supporting not only its communities, but its employees as well. Therefore, when the corporation found out about Faust's loss, they wanted to assist the family in any way that they could.
The local public accounting and advisory firm of GHD CPAs and Advisors is pleased to announce the addition of Austin T. Beattie, CPA, to its professional staff.
Beattie joins as a staff accountant where he is responsible for providing audits, reviews, and other attest services. He has expertise in serving clients in manufacturing and distribution companies, not-for-profit organizations, and municipal governments. Prior to joining the firm, Beattie served as an assurance staff accountant at a regional accounting firm for over a year. Beattie was in the honors program while attending Saginaw Valley State University. He graduated in 2011 with a Bachelor of Professional Accountancy.
Cliff Holmyard and Bryan McShane have joined the team at GHD CPAs and Advisors.
Holmyard has been a CPA for more than twenty-five years, and is a director in GHD's accounting and assurance services department. He works with clients and staff to analyze financial data to give clients a more informed basis for business decisions. He has special expertise in automotive dealerships and manufacturing-related businesses, internal controls, and financial institutions. Holmyard came to GHD from a CFO consulting firm in Troy, where he served as CFO and controller for several client businesses. He also has worked for large regional CPA firms and was the CFO and controller for the Anderson Automotive Group in Bloomfield Hills. He is a graduate of Walsh College of Accountancy.
McShane joined GHD as a senior staff accountant, coming from Danaher Thomson Linear. Before that, he spent more than five years in the Michigan and New York offices of a national CPA firm. McShane brings expertise serving clients in construction, manufacturing, and real estate businesses as well as nonprofits. He works in the accounting and assurance services department, providing clients advice on tax planning and business operations as well as audits, reviews, and other attest services. He has a master's degree in accounting from Grand Valley State University and has been a CPA since 2006.
Sandy Chu has joined Grant Thornton LLP as a partner and national leader of the firm's recently launched China Business Group (CBG), based in New York. The CBG is a collaborative initiative between the US and China member firms of Grant Thornton International, offering services to US-based clients with Chinese activities and operations.
Chu has nearly twenty years of technical and practical experience advising multinational clients on numerous China tax and business issues, including cross-border transactions, tax planning opportunities, and market entry investment strategies. Prior to joining Grant Thornton, Chu led the Greater China Desk at Ernst & Young LLP, where she was responsible for advising companies on a variety of business related issues throughout mainland China, Hong Kong, Taiwan, and Macao. These include corporate tax, individual income tax, restructuring, mergers and acquisitions, investment, and other general business matters. Previously, she served as a senior manager in the China Tax and Business Advisory Services practice of PricewaterhouseCoopers. She received a bachelor's degree in accounting and finance from the University of North London.
Irvine-based Haskell & White LLP, one of Southern California's largest independently owned accounting, auditing, and tax consulting firms, has promoted two staff members within the organization. The internal promotions further bolster the firm's Tax and Audit and Business Advisory teams.
Jennifer Cavender has been promoted to senior manager in the Audit and Business Advisory Services Department. The California State University, Fullerton graduate has worked for Haskell & White since 2000 and serves as director of the board of the American Society of Woman Accountants as well as the Accounting Chapter of CSUF's Alumni Association. As a senior manager, Cavender is working to expand the firm's client base in the South Bay region, focusing on the manufacturing, real estate, and service industries as well as nonprofit organizations.
John McNair has been promoted to senior in the Tax Department. McNair, who holds a Master of Business Taxation from the University of Southern California, began his accounting career with Haskell & White in 2011. As a senior, he will work directly with clients on tax returns and income tax provisions while training and mentoring junior staff.
Wayne Pinnell, managing partner of Haskell & White LLP, has joined the Steering Committee of the OC Tech Alliance, a newly formed trade association focused on fostering innovation and growth among Orange County's technology community. The Alliance features members from the county's leading technology companies, in addition to various service companies and vendors that support them.
As a member of the Steering Committee, Pinnell will serve as treasurer, overseeing the organization's budgeting, internal controls and financial reporting processes.
The OC Tech Alliance was founded in Orange County to replace TechAmerica, which closed its regional offices to focus primarily on government advocacy on a national level. This new entity will align former TechAmerica Orange County members with various new members behind the common cause of furthering Orange County's technology community.
Valicore Technologies Chairman Peter Craig will serve as chairman of the board of directors, which is comprised of CEOs from Valicore, Kofax, Syspro, Alvaka Networks, and Content Technologies.
In addition to regular networking opportunities, the OC Tech Alliance will host a Professional Development Roundtable Series, providing members with an array of insights related to organizational leadership. Key areas of focus will include human resources, sales and marketing, legal, finance, operations, and international business.
Haskell & White LLP has hired industry veteran Helen C. Hutchison Adams, CPA, as its San Diego area managing partner. Adams will oversee the expansion of the firm's San Diego practice, coordinating the direction of San Diego client services utilizing her leadership experience in the accounting and auditing profession.
Prior to joining Haskell & White, Adams served as an audit partner with Deloitte, where she was involved with IPOs and secondary offerings, M&A transactions, and litigation consulting services. She also worked with a range of public and private clients to establish accounting and financial controls and advise on corporate strategy.
Holthouse Carlin & Van Trigt LLP (HCVT), the largest CPA firm headquartered in Southern California, is pleased to announce the addition of two new partners.
Hans Gustafsson, located in the Pasadena office specializes in providing tax consulting and compliance services for professional services firms, privately held entities, and high-net-worth individuals. He serves clients in various industries, including technology, manufacturing, distribution, and clean energy. Gustafsson also has extensive experience serving law firms. He joined HCVT in August of 2010 after spending twelve years with Arthur Andersen LLP, Deloitte & Touche LLP, and Grant Thornton LLP. He received a bachelor's degree in business administration from Whittier College, a Master of Accountancy from CSULA, and a Master of Taxation from the University of Southern California.
Morris Zlotowitz, located in our West Los Angeles office has extensive experience in the real estate industry, serving commercial real estate developers and operators, homebuilders, and the affordable housing industry (profit and non-profit developers). In addition, he has developed an expertise in planning and performing audits of low-income housing tax credit projects and HUD projects, including performing cost certifications and other financial reporting required for tax credit properties. Zlotowitz joined HCVT in September 2004 after fifteen years of experience with a national accounting firm, a local accounting firm in the Beverly Hills area, and Deloitte & Touche LLP. He received his bachelor's degree in business administration with an emphasis in accounting from California State University, Northridge.
HCVT is also pleased to announce the opening of its eighth office in Fort Worth, Texas. This office provides highly specialized tax compliance and consulting services to the firm's large private equity and real estate clients. HCVT is a Top 50 National CPA Firm and has been honored as one of the Top 25 "Best Managed CPA Firms" for the seven straight years by INSIDE Public Accounting.
The certified public accounting firm of Katz, Sapper & Miller LLP (KSM) is pleased to announce the addition of six staff accountants.
Jennifer Grady, Business Advisory Group. Grady received a Bachelor of Science in Accounting from Purdue University. A CPA, Grady has more than five years of public accounting experience.
Aubrey Hancock, Audit and Assurance Services Department. Hancock received a Bachelor of Science in Accounting, with minors in forensic accounting as well as operation management and analysis, from Indiana State University. In 2011, Hancock spent a semester in China, where she studied international business and Chinese culture.
Zack McAdams, Audit and Assurance Services Department. McAdams received a Bachelor of Science in Accounting, with a minor in forensic accounting, from Indiana State University. In 2011, McAdams spent a semester in China, where he studied international business and Chinese culture.
Eric Raver, Business Advisory Group. Raver graduated magna cum laude from the University of Notre Dame with a Bachelor of Business Administration in Accounting. Prior to joining KSM, Raver worked at a Big Four accounting firm.
David Rottman, Business Advisory Group. Rottman received a Bachelor of Science in Accounting and Management from Purdue University. Rottman previously worked at a national accounting firm.
Amy Stromberg, State and Local Tax. Stromberg received a Bachelor of Art in Business, Accounting, and Finance from Bethel University. Prior to joining KSM, Stromberg worked at a national accounting firm and a global storage and data security company.
KSM is pleased to announce that Katherine Malarsky has joined the firm as a manager in the Tax Department.
Malarsky provides consulting services on a variety of technical tax matters, reviews tax returns, and serves as a resource for tax research questions. Her experience includes cost allocation methodologies, export incentive calculations, international earnings and profits, and foreign currency calculations. Malarsky received a Bachelor of Science in Accounting as well as a Master of Business Administration from Indiana University, where she was a member of Phi Eta Sigma, an honors fraternity, and the National Society of Collegiate Scholars. Prior to joining the firm, Malarsky spent seven years at Deloitte Tax LLP.
KSM is pleased to announce that Michael Gizzi has joined the firm as a manager in its Healthcare Resources Group.
Gizzi contributes to the firm's hospital and physician group consulting initiatives, including strategic planning, operational performance improvement, and health care reform education. Prior to joining the health care advisory practice of a Big Four firm, where he served both local and national health care clients, Gizzi played professional basketball in France, Greece, and Italy for more than twelve years. He received a Bachelor of Science in Finance from LaSalle University.
KSM is pleased to announce that Jay Cunningham, CPA, CFF, CVA, has joined the firm as a director in its Litigation Services Group.
Cunningham's expertise extends to dispute advisory services - from discovery and damage analysis to trial preparation and demonstrative evidence - and consulting services in the context of disputes or litigation involving breach of contract, breach of non-compete agreements, insurance claims, intellectual property, shareholder disputes, wrongful death/personal injury, and wrongful termination. Prior to joining the firm, Cunningham served as director in FTI Consulting's Forensic and Litigation Consulting practice. He earned a Bachelor of Science in Accounting as well as a Master of Science in Professional Accountancy from Murray State University.
KSM is pleased to announce the addition of Donna L. Niesen, CPA, to its partner group.
Niesen is a member of the firm's State and Local Tax Practice. Her background includes providing a wide variety of tax consulting services in the areas of multistate sales and income taxes, business incentives, controversy services, and other state taxes. Niesen's assistance on these projects includes negotiating settlements with taxing jurisdictions, coordinating multistate tax research, and assisting with complex multistate tax compliance.
Niesen joined the firm in 2005 and has more than fifteen years of experience specializing in state and local tax consulting. Her experience with state and local taxes in all fifty states enables her to effectively serve the firm's multistate clients in all domestic jurisdictions.
KSM has been recognized as one of the "Best Places to Work" in Indiana for the eighth consecutive year. The firm is one of only two companies that have made the Best Places to Work in Indiana list all eight years of the program's existence. The Best Places to Work in Indiana program was designed to identify, recognize, and honor the best places of employment in Indiana. Companies are determined through employer reports and comprehensive employee surveys.
"We are honored to be recognized again as one of the Best Places to Work in Indiana," said David Resnick, managing partner of Katz, Sapper & Miller. "Our employees are the reason behind this award; we are so fortunate to have bright and passionate people at KSM who are committed to their work and to the clients they serve. It truly is our people who contribute to our success."
Actual rankings of the top Hoosier companies will be announced at a May 2 awards dinner at the JW Marriott in downtown Indianapolis.
J. Kevin Foster, CPA, Theresa (Terry) E. Stading, CPA, CTFA, AEP, and Martin J, Wild, CPA, have been admitted to the partnership of the CPA firm of Kiefer Bonfanti & Co. LLP.
Foster started his career at KB in 1999. As a partner, he specializes in providing reviews and compilations for closely held businesses, corporate and individual tax planning and preparation, and business advisory services. Specifically, he works with clients in numerous industries, including auto dealerships, medical practices, construction contractors, and professional services firms. Foster graduated from Truman State University with a Bachelor of Science in Accounting.
Stading joined the firm in 1993. She has extensive experience serving clients dealing with complex issues, including tax planning, succession planning, estate planning, and trust administration. Stading handles both tax compliance and fiduciary reporting, while working closely with clients to serve their particular needs. Stading received her Bachelor of Science in Accounting from St. Joseph's University.
Wild joined KB in 2007. He brings more than twenty-two years' experience in both public accounting and private industry providing comprehensive tax and compliance services to privately held businesses, S corporations, C corporations, and individuals. Wild has significant experience serving clients, including real estate, homebuilding, construction contractors, and service companies. Wild graduated from Missouri State University with a Bachelor of Science in Accounting.
The LBMC Family of Companies, Tennessee's largest regional accounting and business consulting firm, is proud to announce it has received three top awards at the United Way 2012 Community Support and Volunteer Recognition Celebration held February 20, 2012 - Top 25 Corporate Partners Award, Circle of Caring Award, and Most Improved Campaign in the Finance Companies Segment.
The United Way of Williamson County's Top 25 Corporate Partners contribute 82 percent of the annual campaign. This award is in appreciation for LBMC's leadership and commitment to helping people in our community. The Circle of Caring Award is the United Way of Williamson County's most distinguished award given to companies based on achievement and increased levels of campaign organization and growth, level of corporate and employee giving, and year-round commitment to United Way programs.
"We have always been dedicated to serving our communities, currently working with over thirty not-for-profit and community groups, but this year we are taking it to a new height," says Cindy Harper, Partner Tax Services and 2012 Employee United Way campaign manager. "We are grateful for our employee's enthusiasm and commitment to serving our communities through volunteerism and financial contribution to the United Way."
The final award, most improved campaign in the financial segment, was awarded to LBMC due to a 24 percent in overall campaign funds. This increase can be attributed to an increase in both employee contributions as well as leadership givers (gifts of $500 or more).
LBMC United Way committee members include: Jessica Utley, Lita Miller, Colt Sullivan, Jill Hudson, Betty Brown, Lauren Lawson, Kim Hamil, Kelsey Rogers, Greg Herman, Cindy Harper, Nicola Harrison, Carrie Wilson, and Amanda Cromwell.
LBMC Technologies, LLC, the Southeast's leading full-service technology firm and a member of the LBMC (Lattimore Black Morgan & Cain, PC) Family of Companies, is proud to announce it has received the 2013 Hyland Software Diamond Award for technical knowledge and support expertise.
"We are extremely proud to have been recognized for the fifth year with the Diamond Award status for our expertise and commitment to superior customer service," said LBMC Technologies Partner Jeff McCorpin. "Given the drastic changes currently taking place in the technology industry, many consulting firms are being conservative. We are making big investments to continue to grow and expand our expertise and solutions offerings to our clients. At the end of the day, our goal is to continue to deliver added value to our clients, provide continued learning and growth opportunity to our employees, and to ensure our long-term success."
The Diamond Award is an annual recognition for partners that have gone above and beyond to make sure the OnBase Community is supported with excellence. Criteria are based on numerous items, including training, customer retention, ratio of employees providing support to the number of customers, and percentage of customers using the current software release.
"LBMC Technologies, LLC has a proven track record of providing comprehensive solutions that solve everyday problems for organizations," said Bill Kavanaugh, director of US channel sales for Hyland Software. "We hold our partners to the highest standards of professionalism and LBMC Technologies well surpassed those benchmarks."
This year marks the fortieth anniversary of Leone, McDonnell & Roberts, Professional Association.
"Forty years is an extraordinary accomplishment for our firm," said Jack Callahan, Jr., CPA, managing partner of Leone, McDonnell & Roberts. "Our lasting success is attributable to the values on which we were established as well as our dedicated staff, who strive to provide the highest-quality service to our clients each and every day."
Leone, McDonnell & Roberts has strong roots in the communities that they serve. As members of the business community, the firm pledges their time, talent, and financial resources to many local organizations. In particular, the firm offers free tax return preparation services to certain actively deployed military personnel through an arrangement with the New Hampshire Society of Certified Public Accountants (NHSCPA).
"At Leone, McDonnell & Roberts we recognize that without our clients' support, we would not have cause to celebrate our many years of service," said Callahan. "With this in mind, we would like to extend our most sincere gratitude to our clients for their confidence in our firm."
The certified public accounting firm of Louis T. Roth & Co. is proud to announce the addition of Thomas N. Thompson as a staff accountant.
Prior to joining the firm, Thompson served as an intern assisting with audit services at the University of Louisville for two years. In his new position, he will be assisting the firm's clients in tax planning, preparation and research services. Thompson is a graduate of the University of Louisville, where he received a Bachelor of Science in Business Administration with a concentration in accounting in 2012.
The CPA and business advisory firm of Maner Costerisan is pleased to announce that David J. Nielsen, CPA, Zachary A. Skrzyniarz, CPA, and Matthew D. Szubinski, CPA, have been promoted to manager, effect January 1, 2013.
Nielsen joined the firm in 2008 after graduating from Calvin College with a degree in accounting. He began his career as a staff accountant in the audit department, working mainly with school districts, nonprofit organizations, manufacturers, and EBP clients.
A graduate of Northwood University, Skrzyniarz joined the firm in 2008 as well, after receiving a degree in business administration. His focus is also on audit engagements with nonprofits, governmental entities, and EBP clients.
Committed to his career and a fan of continuous learning, Szubinski has been with the firm since 2009. He is a graduate of Michigan State University with a Master of Science in Accounting and focuses his work on nonprofit and governmental audits.
Pannell Kerr Forster of Texas, P.C. (PKF Texas) is pleased to announce the following promotions in the Tax and Consulting Solutions departments: Nikki Homratsamy, CPA, to tax senior manager and Ray Boone to consulting solutions manager. Homratsamy joined the firm in 2010 and Boone joined in 2008.
Homratsamy has an emphasis in international tax compliance issues, such as foreign bank account reporting, foreign subsidiary and disregarded entity reporting, and many other emerging international tax compliance matters. She serves clients in a variety of industries, including manufacturing and distribution, oilfield services, and technology.
Boone focuses on project management and supervision of software teams, developing and supporting information technology solutions involving Microsoft Dynamic NAV. His industry experience includes oil field services, health care, manufacturing, distribution, construction, and property management companies.
The Rainmaker Companies is proud to announce the promotion of Angie Teague Grissom to president. Grissom formerly served as executive vice president and chief operating officer. As president, she will oversee the firm's alliances, consulting, and training services.
"Angie has steadily grown her capabilities and delivered successful results for our clients each of the 12 years she has been on our team," said founder and CEO Troy Waugh. "Our clients consistently commend Angie for helping them achieve increased profits, smoother operations, improved compensation systems and employee engagement. Angie is committed to providing Five Star service to our clients nationwide, and as a result, her team has led our company's growth over the last several years."
Grissom is a frequent presenter at national conferences and renowned for her influence on and passion for the industry.
Ryan LaBrooy has joined the staff of Scott and Company LLC as an associate accountant in the growing firm's Tax and Advisory Services group.
A native of Irmo, South Carolina, LaBrooy joins the firm from Lowrance Cooper and Company, a Columbia-based tax and accounting firm which combined with Scott and Company LLC in late 2012. He has more than three years of experience dealing with corporate and partnership taxation issues of auto dealerships, law firms, insurance agencies, and nonprofit entities as well as serving individual clients. He is a graduate of the University of South Carolina with a Bachelor of Science in Business Administration with emphasis in accounting. He is pursuing his certification as a Certified Public Accountant licensed in South Carolina.
The members of Smith Elliott Kearns & Company, LLC are pleased to announce the following promotions effective January 1, 2013.
Jill L. Bachtell was promoted from senior associate to supervisor. She graduated summa cum laude from Shippensburg University with a Bachelor of Science in Business Administration. She joined the Hagerstown office's Audit Department in 2008 and specializes in providing ERISA and manufacturing audit services.
Mark A. Hill was promoted from senior associate to supervisor. Hill graduated from Elizabethtown College with a Bachelor of Science in Accounting. He joined the firm in 2010 and services institutional health care clients in the Carlisle office.
Brooke A. Murphy, EA, was promoted from senior associate to supervisor. She graduated from Shippensburg University with a Bachelor of Science in Business Administration. Murphy joined the Carlisle office in 2005 and serves tax, accounting services, and QuickBooks clients. She has served on the firm's Scan Task Force.
William H. Souders, CPA, was promoted from senior associate to supervisor. He joined the firm in 2005 after graduating summa cum laude from Shippensburg University with a Bachelor of Science in Business Administration. Souders provides audit services to nonprofit, governmental, and business clients in the Hagerstown office.
Erin Shoop, CPA, was promoted from staff associate to senior associate. She graduated summa cum laude with a Bachelor of Science in Accounting and a master's degree in business administration from Mount St. Mary's University. She joined the audit department of the Hagerstown office in 2009. Erin provides services to financial institutions, nonprofits, and ERISA clients.
Mandy L. Walls was promoted from support accountant to staff associate. She earned a Bachelor of Science in Accounting from Kaplan College. She joined the Chambersburg office in 2009 and works with the firm's small business and individual clients providing accounting, tax, and QuickBooks services.
Kelley R. Merris was promoted from support accountant to supervising accountant. She attended Harrisburg Area Community College and joined the Carlisle office in 2001. Merris works with payroll and accounting services clients as well as supervises the accounting service practice in Carlisle. In addition, she serves on the firm's ACTS Committee
The members of Smith Elliott Kearns & Company, LLC are pleased to announce that Jodi M. Blair, CPA, Steven D. Lubart, CPA, Timothy E. Peters, CPA, and Craig E. Witmer, CPA, CGFM, have been elected as associate members of the firm effective January 1, 2013.
Blair joined the firm in 1997 after graduating magna cum laude from Frostburg State University. Her primary focus is providing clients with accounting and tax services in estate, fiduciary tax compliance, and probate administration. She has successfully completed the necessary education and examination requirements of the National Institute for Excellence in Professional Education, LLC and is distinguished as a Certified Specialist in Estate Planning.
Lubart joined the firm in 1996 after earning a bachelor's degree in accounting from Shippensburg University. He works with individuals and small businesses assisting them with accounting, consulting, and tax services as well as QuickBooks consultation. His industry specialties include retail, health care, hospitality, and construction.
Peters joined the Hagerstown audit department in 2008 with over twelve years' experience in public accounting with a focus on providing auditing and accounting services to entities in the nonprofit, governmental, construction, manufacturing, agriculture, and health care industries. He also assists the firm's broker/dealer and registered investment advisor (RIA) clients in meeting examination and filing requirements of the Securities and Exchange Commission. Peters is a graduate of the University of Maryland
Witmer joined the firm in 1999 after graduating summa cum laude from Shippensburg University. He specializes in providing audit services to governmental clients, including school districts, community colleges, boroughs, and other municipalities. He earned the Certified Governmental Financial Manager (CGFM) designation is 2006, completing the requirements set by the Association of Government Accountants. This designation ensures an understanding of techniques, standards, procedures, ethics, and practices unique to federal, state, and local government entities.
Robert W. Henry, CPA, has joined Weaver, the largest independent accounting firm in the Southwest, as a partner in tax and strategic business services, working in the firm's San Antonio office.
Henry brings to Weaver more than ten years of Big Four public accounting experience. His practice focuses on assisting large and midsize companies with income tax compliance, implementation of complex tax-planning strategies, and representation before the IRS. Throughout his career, he has served a range of companies, from Fortune 100 to family owned businesses, in the technology, oil and gas, telecommunications, construction and engineering, and manufacturing industries. Henry will be leading Weaver's practice in research and development tax credits in addition to serving the ongoing tax needs of his clients. Henry joins Weaver from Ernst & Young where he served as a tax account leader and as the firm's national telecommunications industry resident.
He earned a Master of Science in Accounting and a Bachelor of Science in Accounting from Trinity University.
Mark T. Watson, CPA, CFP, has joined Weaver as a partner in tax and strategic business services, working in the firm's Houston office.
Watson brings to Weaver more than twenty-one years of experience providing businesses and high-net-worth individuals with tax compliance and consulting services. His focus areas include individual and fiduciary income tax, estate and gift tax, generation-skipping transfer tax, and philanthropic matters. Watson also advises independent oil and gas exploration and production companies on industry-specific tax matters. Watson joins Weaver from the accounting firm, Mohle Adams. He was previously with KPMG where he served in national and international tax leadership roles.
He earned a Master of Science in Accounting and a Bachelor of Science in Finance from Texas A&M University.
Voice of the Editor
Even though any accounting auditor would tell you it seems like there are an awful lot of tax accountants out there, surely one-third of the country isn't made up of tax preparers, so it's rather startling news to learn that one-third of Americans like to do their taxes. Who knew?
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