Company Announcements: Week of October 14, 2013
by Terri Eyden on
Citrin Cooperman, an accounting, tax, and business consulting firm in Philadelphia, helped raise $23,000 at a Celebrity Casino Night on Wednesday, October 9, to benefit Easter Seals of Southeastern Pennsylvania.
Citrin Cooperman cosponsored Celebrity Casino Night with the law firm of Zarwin Baum DeVito Kaplan Schaer Toddy, P.C. The event at the Crystal Tea Room in Philadelphia drew nearly 400 people to mingle with local celebrities while playing poker, blackjack, roulette, and craps.
Celebrities included celebrity chef Jen Carroll from Bravo's Top Chef, sports comedian Joe Conklin, NBC10 Sports anchor John Clark, former Philadelphia Phillie and game analyst Ben Davis, host Lynn Doyle of It's Your Call with Lynn Doyle, Senator Larry Farnese, Comcast Network host Arthur Fennell, Philadelphia Phillies announcer Leslie Gudel, FOX 29 Good Day host Mike Jerrick, former Philadelphia Flyer Tim Kerr, 93.3 WMMR producer Marisa Magnatta, former Philadelphia Eagle Mike Mamula, FOX 29 reporter Kacie McDonnell, Olympic gold-medalist soccer player Heather Mitts, Philadelphia Flyers announcer Lou Nolan, former Philadelphia Eagle Vince Papale and his wife Janet, former Philadelphia Eagle Mike Quick, and Philadelphia District Attorney Seth Williams.
The evening featured dance tunes spun by DJ Dan Cronin, an art display by pop artist Perry Milou, a leaf cigar bar, along with an open bar and a buffet. Tickets were $75 in advance or $85 at the door and included $400 in playing chips. Raffle tickets also were on sale and donations were accepted throughout the evening.
Photographs of the event, by HughE Dillon, are expected to be featured on www.phillymag.com.
Councilor, Buchanan & Mitchell, P.C. (CBM), a leading Bethesda, Maryland–based full-service CPA and business advisory firm, announced that Robert Aceituno, CPA, MBA, MST, and Karen Yingst, CPA, MBA, MST, both from CBM, presented to the DC Tax Revision Commission the results of their study comparing the district's business tax rates with those of Maryland and Virginia.
During their presentation, Aceituno and Yingst offered numerous case studies outlining how various local taxes impact the tax burden on businesses. For each example, they provided the breakdown of the full tax burden on a variety of business entities, depending on whether they were located in Washington, DC; Virginia (Alexandria, Arlington County, or Fairfax County); or Maryland (Montgomery County or Prince George's County). The results of their findings were very surprising: The tax burden in DC is often slightly lower than that of Virginia and higher than that of Maryland.
Led by former DC Mayor Anthony Williams, the commission started deliberations Monday, September 30, with an open meeting on sales taxes; discussions will continue through mid-November. Recommendations are scheduled to be released on or around December 9, with a final report due at the beginning of 2014.
To read the full report, visit http://www.cbmcpa.com/resources/reports-whitepapers/.
Drucker & Scaccetti (D&S), a leading tax and business consulting firm in Philadelphia, is proud to announce that Dottie Petrone Leonardi has joined the firm as its chief operating officer, a new position within D&S. Leonardi brings more than twenty years of experience managing professional service organizations. She has successfully managed operations in the legal, medical, architectural, and engineering professions, with a focus on improving financial performance.
Leonardi's responsibilities will include oversight of all firm accounting and financials, administration, IT, and HR operations and personnel. She is charged with establishing operation guidelines and ensuring operational excellence across the company.
Prior to joining D&S, Leonardi held the positions of principal and practice center managing leader at Stantec Consulting Services, formerly Granary Associates, in Philadelphia, where she was the operational and financial leader of two profit centers overseeing 160 employees. A resident of Philadelphia, Leonardi holds a BS in business administration from Drexel University, where she majored in finance and marketing.
Lattimore Black Morgan & Cain, PC (LBMC) and the LBMC Family of Companies, one of the Southeast's largest accounting and business consulting firms, announced the naming of John Teas to the Healthcare Services practice.
Teas has joined the firm as director of business development in the firm's fastest-growing segment – healthcare services. Teas comes to LBMC with vast healthcare experience, working with two of the top leaders in the healthcare industry – Johnson & Johnson and AmSurg Corporation. His range of expertise encompasses everything from medical devices and operating room procedures to surgical center operations. He brings with him extensive experience working with hospitals, physicians, surgery centers, CEOs, and CFOs across the nation. A native of Nashville, Teas is a graduate of Texas Christian University with a degree in economics.
LBMC has added Sarah Robertson in its Knoxville office.
Robertson has joined the accounting firm as a senior associate for the audit department. She previously worked as a senior associate for CohnReznick for four years. Originally from Tuscaloosa, Alabama, Robertson is a graduate of the University of Alabama with a bachelor's degree in accounting.
Atlanta-based accounting firm Moore Colson recently announced the hiring of Christopher D. Fagan, CPA, as a senior manager in the firm's Business Assurance Practice. Moore Colson, founded in 1981, is a full-service accounting and consulting firm located in Atlanta, Georgia, providing tax, assurance, management consulting, estate and financial planning, lender advisory services, IT audit consulting services, and corporate accounting services.
In his new role with Moore Colson, Fagan will be working primarily with the firm's private equity and manufacturing and distribution clients focusing on assurance and transaction services. Fagan will also serve as an advisor to clients in many other areas, including debt financing diligence and advisory projects focused on inventory valuation and controls and consulting services. Most recently, Fagan worked as a Senior Audit Manager with Warren Averett LLC where he managed complex audit engagements, private company financial reporting, and special projects involving inventory valuation. Fagan received a Master of Accountancy from Belmont University's Jack C. Massey Graduate School of Business in Nashville, Tennessee, and a Bachelor of Science in Accounting from the University of Tennessee. Fagan is a Certified Public Accountant in Tennessee and New York.
Moore Colson recently announced the hiring of Susan Wall, CPA, as a manager in the firm's Corporate Accounting Practice. Wall brings over twenty years of accounting experience to the table. In this role, she will be responsible for managing the month-end close process, including journal entries; account reconciliations; general ledger analysis; management reports (balance sheet, income statement, cash flows, and other analytical reports); and implementing QuickBooks accounting software for firm clients.
Prior to joining Moore Colson, Wall worked as director of finance for Workplace Spanish, Inc., Roswell, Georgia, and director of finance at W.E.B. Du Bois Society, Inc. (nonprofit organization). A graduate of Emory University's Goizueta Business School, Atlanta, Georgia, Wall holds a BBA with a concentration in accounting.
Moore Colson also recently announced the hiring of Jared Miller, Kelly Hopkins, and Samantha Scott.
Miller, a new Moore Colson Business Assurance associate, recently graduated from Auburn University with a Bachelor of Science in Business Administration, Accountancy. While attending Auburn, Jared worked as a student auditor assistant in Auburn's Department of Internal Auditing, Auburn, Alabama, where he maintained a twenty-hour per week work schedule as a full-time student, proofread and edited the executive director's quarterly and annual reports to the board of trustees, assisted auditors by performing basic audit test work, and reviewed auditors' recommendation reports to ensure accuracy before release to administration.
Hopkins also joins the firm as a Business Assurance associate. Hopkins interned with Moore Colson in the spring of 2012 and has recently received a Master of Business Administration at Kennesaw State University. She is also a graduate of the University of Georgia, Terry College of Business with a Bachelor of Business Administration, Accounting, and attended the University of Mississippi School of Business Administration, Sally McDonnell Barksdale Honors College for two years.
Scott was recently hired a tax associate and is currently enrolled at the University of West Georgia in Carrolton where she is pursuing a Master of Business Administration with a concentration in accounting. She worked for Stokes Wagner, LLC, Atlanta, Georgia, from May 2009 through May 2013 as a law clerk. Scott also served as a tax intern with Pettigrew & Pettigrew CPAs, Milledgeville, Georgia. She is a graduate of Georgia College & State University, Milledgeville with a Bachelor of Business Administration in Accounting and a recipient of the HOPE Scholarship for all four years.
Greg Foster, audit partner with the Porter Keadle Moore (PKM) accounting firm, has accepted a volunteer position on the Finance Committee of Gwinnett Habitat for Humanity.
Local civic leaders founded the Gwinnett chapter of the global organization Habitat for Humanity International in 1988 to provide affordable housing for needy local families. Through partnerships with businesses, churches, and volunteers, Gwinnett Habitat has constructed 122 new homes.
The Finance Committee oversees the group's fiscal operations to make sure it has the working capital and credit needed to continue the nonprofit's work constructing and refurbishing homes. Its duties include managing donations to help buy land and construction materials, and providing interest-free mortgages to homeowners who pass background checks and agree to spend 250 hours building homes for themselves and others.
Rosen Seymour Shapss Martin & Company LLP (RSSM), Certified Public Accountants & Profitability Consultants, announces Keith C. Peterka, CPA, has joined the firm as a principal.
Peterka has over twenty years of experience and is responsible for setting firm-wide policies and procedures with respect to quality control, audit and accounting, client acceptance, risk management, independence, and regulatory compliance issues. Peterka is experienced in working with SEC registrants on complex accounting and audit issues, especially in the technology and software industries.
Prior to joining RSSM, Peterka was a shareholder with Mayer Hoffman McCann and a member of the firm's Professional Standards Group. He was the firm's technical accounting expert for business combinations, fair value, and SEC, as well as a leader in the firm's Audit Quality Initiative. Peterka has an extensive background dealing with complex accounting and regulatory issues and spent several years with the PCAOB in the inspection division. Prior to joining the PCAOB, he worked for many years at Ernst and Young where he was a senior manager. Peterka received a Bachelor of Science in Accounting from Robert Morris University.
Scott and Company LLC, one of South Carolina's leading accounting, tax, and consulting firms, has named Phyllis Graydon and Greg Thompson as partners in the firm. Simultaneously, Graydon was named Upstate managing partner for the firm.
Graydon is a CPA and a member of the firm's Tax and Advisory Services group in Scott and Company's Greenville, South Carolina, office. She has more than twenty-five years of tax experience serving both closely held and publicly traded organizations. Her industry experience includes service to clients in banking, real estate, professional services, manufacturing, and health care during a career with Arthur Andersen, KPMG, Deloitte, and several regional firms. Graydon will oversee client service, practice development, and operational requirements of Scott and Company's rapidly expanding office in Greenville. She holds a bachelor's degree in economics and business administration with a concentration in accounting from Furman University.
Thompson is a CPA and a member of the firm's Assurance and Advisory Services team in Greenville. He has over two decades of experience in both industry and public accounting, having served as reporting manager for two different publicly traded companies, a corporate controller for a textile manufacturing company, CFO for a Southeastern building products manufacturer, and several years with an international accounting firm. Formerly a principal with Johnstone Graydon & Thompson, he holds a bachelor's degree in business administration with a concentration in economics from Stephen F. Austin State University.
Scott and Company has been ranked fourth overall in South Carolina's Best Places to Work 2013 competition and is the only CPA firm among companies with fewer than 250 employees, according to information compiled by SCBiz News magazine and Best Companies Group of Harrisburg, Pennsylvania.
South Carolina's Best Places to Work 2013 initiative identifies, recognizes, and honors the top employers in South Carolina (SC) in two groups: companies with fewer than 250 employees and companies with over 250 employees. The program is sponsored by the SC Chamber of Commerce and SCBiz News.
Companies from across the state entered the two-part process to determine the Best Places to Work in South Carolina. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking.
Smart Devine, the full-service accounting, tax, and advisory firm, announced it has been named to INSIDE Public Accounting's 2013 All-Star Firm list as well as one of the Top 10 Fastest-Growing Accounting Firms in the Nation – fourth overall nationwide, first in the Northeast region, and third fastest-growing for the Litigation Practice.
In a boost to its business transaction profile for privately held companies, Venable LLP announced that corporate attorney Ralph W. Hardy, Jr. and tax attorney Stephanie M. Loughlin have joined as partners in the firm's Washington, DC, office. The two lawyers join from the DC office of Dow Lohnes, where they both served as partners and often worked alongside one another in deal assignments.
Loughlin, who also led Dow Lohnes's tax planning practice, handles a wide range of tax matters, including advising businesses in structuring joint ventures, acquisitions, and other transactions. She represents closely held businesses and their owners in handling succession issues, estate planning, and charitable objectives.
Her work includes handling audits and other tax controversies with the IRS and in federal courts. Loughlin regularly counsels companies and individuals in the cable, broadband, broadcast, media, entertainment, education, and hotel sectors. She also often represents private equity investors in fund formation as well as in portfolio investments and add-on transactions.
Hardy advises on all aspects of complex transactions, including mergers, acquisitions, and joint ventures. He has especially been active in the technology, energy, pulp, and paper industries. Hardy also counsels clients on government relations matters, making regular trips to Capitol Hill and appearing before federal agencies.
Loughlin received her JD from the University of Virginia School of Law and her BA from Catholic University of America. Hardy received his JD from the University of California Berkeley and his BS from the University of Utah.
WeiserMazars LLP, a leading accounting, tax, and advisory firm, is pleased to announce that Bridget Day, William Mellon, Lisa Minniti, Charles Abraham, and Nicolas Quairel were promoted to equity partners. Day and Mellon were formerly income partners at the firm. Minniti, Abraham, and Quairel were formerly senior managers.
Day, a CPA, is based in the New Jersey office and has worked extensively with clients in the financial services, insurance, and banking industries on complex accounting and reporting issues. She has provided her clients with recommendations for improved financial statement and related disclosure as well as technical advice on the implementation and application of accounting rules and regulations. She has planned, managed, and supervised assurance engagements for financial institutions, including large global institutions, regional and community banks, mortgage banks, asset managers, and brokerage entities. Day received her BS in accounting and an associate's degree in business administration from St. Francis College.
Mellon, a CPA, is based in WeiserMazars' Pennsylvania and New York City offices. He specializes in providing governance risk and compliance (GRC) consulting services to a variety of industries, including insurance, financial services, not-for-profit, colleges and universities, and manufacturing organizations. His services include external and internal audit, risk management, forensic, information technology/security, business process, and compliance services. With extensive experience providing Sarbanes-Oxley services as well as creating and managing internal audit departments by analyzing risk areas, Mellon has served as the chief audit executive for numerous clients, working with senior management and audit committees ensuring assurance key risks are identified and addressed. He has also served on risk committees and assisted in the implementation of risk management practices. Mellon received his BS in accounting from LaSalle University.
Minniti, a CPA in the Pennsylvania office, provides audit, accounting, and tax services to clients in a variety of industries, including transportation, construction contractors, rehabilitation and fitness centers, and country club and banquet facilities. Her experience lies in managing audits of employee benefit plans and the preparation and review of Form 5500 and required schedules, representations of IRS and Department of Labor examinations, and consulting on plan administration and design. Minniti received her BA in accounting from Holy Family University.
Abraham, a CPA, is based in WeiserMazars' Long Island office and provides accounting and auditing services to domestic and foreign entities in various industries. He specializes in audits of public interest entities and owner-managed businesses, with significant industry specific experience in providing audit services to specialty finance companies, domestic and offshore hedge funds, including registered investment companies and SBICs and broker-dealers. Abraham is also a member of the WeiserMazars Accounting and Auditing Council. He received his BS in accounting from New York University and an MA in finance from Hofstra University.
Quairel, CISA, CRISC, is based in WeiserMazars' New York City office. He provides transaction support, governance, and risk control services to a range of clients. His areas of expertise relate to information systems, including IT forensic, accounting forensic, IT risks assessment, financial process reengineering, and IT due diligence. Quairel possesses a deep background in both qualitative and quantitative digital data analysis, and comprehensive knowledge regarding the development and usage of data analysis tools to process important volumetric information in particular. He has helped to significantly develop WeiserMazars' IT Audit, IT Forensic (data mining and processing) and Computer Forensic practices. Quairel graduated from the University of Lyon I in mathematics and industrial technology and from University of Lyon III in accounting and finance.