Calibre CPA Group, PLLC, announced on January 4, 2012, that James C. Kokolas has been elected as managing partner of the firm. He will be leading the firm's fourteen partners and more than eighty employees in Washington, DC, and Chicago, Illinois. Kokolas' term began January 2, 2012, as Stephen J. Raeder concluded his ten-year term as managing partner of the firm. Kokolas has twenty-seven years of public accounting experience. He has concentrated his career on associations, labor unions, employee benefit funds, and charitable and educational organizations.
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Kokolas received his bachelor of science in accounting from the University of Maryland in 1983. He is a CPA in the District of Columbia and the state of Maryland, a member of the AICPA, the Greater Washington Society of Certified Public Accountants, the International Foundation of Employee Benefit Plans, and a former director of the Institute of Management Accountants DC chapter.
Councilor, Buchanan & Mitchell, CPAs (CBM) announced the celebration of ninety years serving its clients and the community. A celebration to commemorate the anniversary of the firm's success and future was held November 3, 2011, at Columbia Country Club. In 1921, James Allan Councilor, Sr. founded the firm that today is known as CBM. CBM has consistently been listed as one of the largest and oldest CPA firms in Washington, DC. CBM provides services in audit, accounting, tax, and consulting to individuals, businesses, and organizations in the automotive, not-for-profit, construction, and real estate developers/operators industries.
Ed Heys, who is the Atlanta managing partner for Deloitte, became the new chair of the Georgia Chamber of Commerce on January 9. He will take over an organization that has changed significantly in just the past couple of years. The Georgia Chamber has just enjoyed a record membership campaign – raising $2.02 million in 2011, nearly a 10 percent increase from its previous record of $1.87 million in 2010.
Edwin J. Kliegman, CPA, who founded the Nassau/Suffolk Chapter of the National Conference CPA Practitioners (ncCPAp) thirty-three years ago, has received the Leon D. Alpern Leadership Award in recognition of his many years of service and guidance to the CPA profession and the ncCPAp. The award is presented annually to a member of ncCPAp in recognition of his or her service to the organization and the profession. Kliegman received the award and was honored along with Leon Alpern posthumously. Kliegman's activities within the profession include: founding Marcum & Kliegman, CPAs (now Marcum, LLP); serving as national president of the National Conference of CPA Practitioners; and chairing several committees of the New York State Society of CPAs and the AICPA.
J. Allen Kosowsky, CPA, of Shelton, Connecticut, has been honored with recognition by Connecticut Magazine in its selection of "Connecticut 2010 Wealth Managers," published in the December 2011 issue. The American Registry seconded the Connecticut Magazine honor and added Kosowsky to its "Registry of Business Excellence."
Kosowsky said, "This is quite an honor for me. The fact that Connecticut Magazine included me in its selection of 'Connecticut 2010 Wealth Managers' signals that my constant effort to deliver excellent work has paid off. It is gratifying to be recognized in this way."
Kosowsky's firm focuses on forensic accounting, business and intellectual property valuation, tax controversies, and litigation services as an expert witness. He has over forty years of experience and has been appointed as a receiver in federal and state courts, an estate administrator, an estate examiner, and a court-appointed forensic accounting expert. He is also an arbitrator, credentialed by the American Arbitration Association.
Lattimore Black Morgan & Cain, PC (LBMC) has added Debrah Boyd in its Nashville office. Boyd, a notary with experience in the financial and healthcare fields, has joined the firm as an office assistant in the administration area. Prior to joining LBMC, she was an office manager and executive assistant with Change Healthcare. Boyd also serves as a volunteer with Gilda's Club, Hands on Nashville, and Second Harvest Food Bank.
Shatita Daniels of the firm's Healthcare Consulting Group has been conferred the title of Certified Evaluation and Management Coder (CEMC) by the American Academy of Professional Coders (AAPC). Daniels, a Certified Professional Coder (CPC), earned the CEMC credential after passing an exam that included questions on Medicare billing rules and regulations, time-based coding, risk assessment, and medical terminology.
On January 13, Mikael Elledge was added to LBMC's Nashville office. Elledge has joined the firm as a staff accountant in the tax services group. Prior to joining LBMC, he was a staff accountant with CPA Consulting Group, PLLC. Elledge received the LBMC Excellence in Accounting Award while attending Lipscomb University where he earned joint BBA and MACC degrees.
Amanda Hensley has joined LBMC's Knoxville office in a staff position in the tax services department. She recently graduated from the University of Tennessee, completing both her bachelor and master of accountancy degrees. Hensley is in the process of obtaining her CPA.
Meredith Pratt joined the Knoxville office in December 2011 in a staff position in the tax services department. She is a June 2011 graduate of the University of Tennessee, earning both her bachelor and master of accountancy degrees. While in school, Pratt completed a two-year internship as a corporate accounting intern at Clayton Homes.
LBMC will cosponsor the Women in Business Summit on Thursday, January 26, at Second Harvest Food Bank. The half-day event will feature a luncheon keynote address by Jaynee Day, the president of Second Harvest, and will include panel discussions with other top-area women business leaders.
"The number of women-owned businesses continues to rise, and these businesses are creating a high percentage of new jobs in the area," said Leisa Gill, marketing director for LBMC. "We feel it is important to support new and growing companies and help provide the tools and information these current and prospective women business owners need to be successful."
Atlanta-based accounting firm Moore Colson recently announced the hiring of four professional staff and two spring interns.
Chandler Amerson, a spring tax intern, plans to graduate from Mercer University, Stetson School of Business and Economics with a master of accountancy in May 2012. He currently holds a bachelor of business administration in real estate from the University of Georgia, Terry College of Business. Most recently, Amerson worked with the Erosion Company as a sales associate, and he also served as a student assistant with the University of Georgia Athletic Association. He is a member of the Georgia Society of CPAs and the AICPA.
Elysia Gonzalez is a new business assurance associate. She is a graduate of Mercer University, Stetson School of Business and Economics with a master of business administration in accounting and a bachelor of business administration in accounting. Gonzalez also studied abroad in Argentina and Chile, where she participated in numerous seminars led by executives of international companies. Prior to joining Moore Colson, she worked with Oxford Industries, Inc. as an internal auditor. Gonzalez is a member of the Association of Latino Professionals in Finance and Accounting, the Georgia Society of CPAs, and Volunteer Income Tax Assistance.
Jimmy Hawbaker, a new business assurance associate, previously worked as a sales tax, use tax, and compliance auditor with the Georgia Department of Revenue. While there, he self-governed all aspects of various audits and collaborated with several auditors on many engagements. Hawbaker was elected and served as vice president of membership for Toastmasters International, an organization dedicated to improving leadership skills. He is a graduate of Kennesaw State University with a bachelor of business administration in accounting.
Kelly Hopkins is a business assurance spring intern and is a graduate of the University of Georgia, Terry College of Business with a bachelor of business administration in accounting. She intends to pursue a MAcc degree. Hopkins also attended the University of Mississippi School of Business Administration, Sally McDonnell Barksdale Honors College for two years. Prior to joining Moore Colson, she was a sales leader with Private Gallery in Athens, Georgia.
Jessica Hutton, a tax associate, comes to the firm from CBIZ MHM, LLC, where she worked as a staff accountant. While with CBIZ, Hutton was responsible for the preparation of federal and multistate income tax estimates, extensions, and returns for individuals, corporations, S-corporations, partnerships, payroll, fiduciary trusts, and not-for-profits. Hutton is a graduate of Kennesaw State University with a master of accounting with a concentration in tax as well as Baylor University with a bachelor in business administration.
Lance Polatty is a new tax associate after serving an internship with Cherry Bekaert & Holland (CBH). While working with CBH, he completed individual, C-corporation, S-corporation, and partnership tax returns; constructed balance sheets and income statements; researched new tax regulations; and worked on processing amended tax returns and amended W-2 forms. Polatty is a graduate of the University of Georgia with a master of accountancy with a specialization in tax, and a bachelor of business administration in accounting.
ParenteBeard partner and chief risk officer, Philip Santarelli, has been appointed to the Center for Audit Quality Professional Practice Executive Committee (PPEC). The PPEC provides a forum for Center for Audit Quality member firms to express their views on technical and regulatory matters before regulators, such as the SEC and the PCAOB, and to advocate positions on behalf of member firms.
"I am honored and excited about the opportunity to serve on the PPEC. ParenteBeard has made a substantial commitment to audit quality in the critical area of serving public companies. Having dedicated much of my career to fostering high-quality audit performance, I hope to make a significant impact on the committee," said Santarelli.