Nov 3rd 2013
Baker Newman Noyes, one of the nation's top accounting firms, announced that Boston-based Tax Supervising Senior Kaitlin DeMartin was selected to take part in the Greater Boston Chamber's 2013-2014 Women's Leadership Program. The Women's Leadership Program is limited to an exclusive handpicked group of emerging female leaders from the Chamber's member organizations. Through this esteemed year-long program, female professionals enhance their leadership skills, cultivate long-lasting professional connections, and engage in the region's business and civic communities.
As part of her involvement in this year-long program, DeMartin will attend a leadership seminar at Simmons School of Management as well as roundtables, workshops, and events focusing on strengthening her understanding of the greater Boston business community and enhancing personal leadership and professional skills.
BerryDunn is pleased to announce that Tracy Harding has been named to the Regulatory Response Committee of the National Association of State Boards of Accountancy (NASBA). The committee writes NASBA's comment letters on rule proposals from organizations such as FASB, PCAOB, and AICPA. Harding's appointment is effective November 1, 2013.
Harding is BerryDunn's director of Quality Assurance and principal-in-charge of the firm's Bangor office, and he is the Bangor office coordinator for the firm's Financial Services Group. Harding is a recognized expert as an independent concurring partner reviewer on many audits, for both public and nonpublic companies. He serves on the state of Maine's Uniform Accounting and Auditing Practices for Community Agencies advisory committee, and he is chair of the Maine Board of Accountancy, which regulates licensing for all CPAs in the state.
CBIZ Tofias, part of the country's seventh-largest accounting provider, has expanded its tax group with the additions of Robert Smith, CPA, MST, and Barbara Wilfand, CPA, MST. Smith and Wilfand have joined the Boston office as directors.
Smith is a director in the Tax Group and has over twenty years of public and private accounting experience at national firms, including two Big Four firms. He consults on a variety of international, federal, state, and local planning matters, including issues involving federal tax restructuring, large multistate corporations, consolidated groups, international and foreign tax reporting, net operating loss utilization, IRC 382 ownership analysis, ASC 740 tax provisions, and FIN 48 analyses. Smith received a Bachelor of Arts in Accounting from Assumption College and a Master of Science in Taxation from Bentley University.
Wilfand is a director in the Tax Group and has over twenty-five years of experience providing tax and financial planning services to high-net-worth individuals, their companies, and their families. She has extensive experience in individual, partnership, LLC, S-corporation, C-corporation, trust, estate, and gift tax returns. Barbara received a Bachelor of Science in Business Administration from Boston University and a Master of Science in Taxation from Bentley University.
John Genz has joined Citrin Cooperman as a senior tax partner in the firm's New York City office. Genz brings more than twenty-five years of experience advising corporate clients on a broad range of tax and business matters, including mergers and acquisitions, tax controversy, state and local tax, and tax credits and incentives.
Prior to joining Citrin Cooperman, Genz was most recently a partner at Eisner Amper. Genz is one of the nation's most recognized and leading specialists in state incentive programs, bringing value to clients seeking to relocate a business from one state to another or expand into new states. He is also an expert in the area of film production incentives, having consulted on more than a hundred film and television productions in more than twenty state jurisdictions.
Genz frequently speaks and writes on current tax issues impacting businesses. He is the chair of the New Jersey State Society of Certified Public Accountants (NJSCPA) State Tax Interest Group and serves on the Director's Council of the New Jersey Division of Taxation. He holds a BS in Accounting from Fairleigh Dickinson University and an MST from Seton Hall University.
Citrin Cooperman, a leading accounting, tax, and advisory services firm with five offices throughout the Northeast, announced that the partners and staff of Leon M. Reimer & Co., P.C. (LMR) have joined the firm effective November 1. The LMR partners, directors, and staff who are coming on board have expertise in accounting, tax, and litigation support services, including forensic accounting, fraud investigations, and white-collar crime.
This addition is the latest example of Citrin Cooperman's strategy of bringing in professionals that add value to their clients and can transition seamlessly into the firm. Leon Reimer, who founded LMR more than forty years ago, as well as partners Richard Barbash, Craig Cafaro, Terence Halloran, and Sanford Levitt, and directors Joseph DiPietro and Steven Hurok, will operate out of Citrin Cooperman's Manhattan office.
Strategic additions have contributed to Citrin Cooperman's significant growth. In 2013, the firm placed twenty-fifth among Inside Public Accounting's top 100 firms in the country, up three spots from twenty-eighth place in 2012.
CohnReznick, the eleventh largest accounting, tax, and advisory firm in the United States, has announced the appointment of Natalie Tronkina, CPA, as a director in its Transactional Advisory Practice. Tronkina will be based in the Los Angeles office, working closely with newly appointed principal, Margaret Shanley, to build the firm's West Coast Transactional Advisory Practice.
Tronkina joins CohnReznick from Duff & Phelps, where she spent almost seven years as a director in the West Coast Transaction Advisory Practice. She has more than ten years of transactional advisory experience, focused primarily on buy-and-sell-side due diligence for private equity funds, lenders, and strategic buyers and sellers.
In her new role, Tronkina will conduct financial and business due diligence, including performing quality of earnings, net assets, and working capital; preparing pro-forma financial statements; performing profitability and bridging analyses; and evaluating financial reporting infrastructures and recommending best practices.
Tronkina received her BS in Accounting from California State University Northridge. She is a certified public accountant licensed in California.
Linda S. Harding, CPA, director of Tax Services for CPAmerica International, has been appointed as a member of the American Institute of Certified Public Accountants (AICPA) Tax Legislation and Policy Committee for the 2013-2014 service year.
Harding also serves as a liaison to the AICPA's Tax Practice Responsibilities Committee and is a member of the Office of Professional Responsibility Subgroup of the Internal Revenue Advisory Council for a third year.
Volunteer membership in a professional organization such as the AICPA, with its 394,000 members, provides Harding with an opportunity to contribute to the profession by working on various interesting and worthwhile assignments.
Using her thirty years of experience in the profession, Harding supports the membership's tax resources, manages technical resources, manages tax practice matters, and reviews CPAmerica's tax publications. Harding was a tax shareholder with a large local firm prior to joining CPAmerica in 2010.
1st Global, a research and consulting partner to select CPA and wealth management firms, has hired Matt McBride as its new chief information officer (CIO). As CIO, McBride will lead the company's efforts to provide the tools, software, and technology necessary to run a thriving and efficient wealth management business.
McBride comes to 1st Global from ADT Security Services, a division of Tyco International, where he served as solution delivery director since 2011. In this role, he was responsible for all technology delivery, such as architecture, application, mobility, and data solutions for a $12 billion enterprise. McBride also served in leadership roles at several companies, including Bank of America and Landsafe Real Estate Closing Services, Inc.
McBride, who is also a veteran of the US Navy, earned a bachelor's degree in engineering science from Vanderbilt University, an MBA in finance from the University of North Texas, and a MSCS from Southern Methodist University. He is also an Adjunct Professor in the Department of Computer Science and Engineering at Southern Methodist University. In addition, McBride has consulted with numerous Fortune 500 companies and has been nominated for the 2014-2016 Board of Governors of the IEEE Computer Society, the world's leading computer society.
Governance & Accountability Institute, Inc. announces the recognition and appointment of Daniel W. Draz, MS, CFE, as a fellow.
Draz remains as principal of Fraud Solutions, an international fraud consulting firm, counseling companies on their antifraud/risk mitigation efforts, employee training, and investigation applications.
With nearly three decades of distinguished enterprise fraud risk management, training, audit, regulatory, legal, and compliance experience, exclusively in the private sector, Draz is often published in industry, trade, and online publications and is regularly sought after by media outlets for his expertise.
Prior to launching his successful entrepreneurial fraud consultancy, he had been corporate investigations manager at TransUnion LLC. There he oversaw its Corporate Investigations Department, while also serving as the global antifraud liaison to TransUnion's operations in twenty-five foreign countries on six continents.
Draz has been a CFE since 1996. He has an MS in Economic Crime Management from Utica College and a BS in Criminal Justice from Arizona State University. He currently holds adjunct professorships at four colleges, where he teaches a variety of classes (graduate and undergraduate) involving various forms of fraud, economic crime, white-collar crime, cybersecurity, intelligence, and forensics.
Gross, Mendelsohn & Associates, P.A., a Baltimore-based CPA and consulting firm, is pleased to announce that Beth Gaasbeck, CPA, joined the firm's tax department as a supervisor.
Gaasbeck received a bachelor's degree and an MBA from the University of Delaware. She has over eight years of experience in public accounting. She also taught a class in individual taxation at Delaware Technical Community College.
The Portland office of KPMG LLP, the US audit, tax and advisory firm, has donated 375 children's books to the library at Lowrie Primary School in an effort to promote literacy, inclusion, and respect.
Volunteers from KPMG's Diversity and Inclusion Council delivered the books to the Lowrie school library and read to students in kindergarten through third grade. The KPMG volunteers read from books about diversity, inclusion, and accepting each other's differences. The books are among the thirty to forty titles donated that also include children's classics, such as Charlotte's Web, and books written in Spanish.
KPMG's Portland office is supporting Lowrie Primary as part of the firm's national Family for Literacy (FFL) initiative. In collaboration with First Book, a nonprofit with nearly two decades of experience providing new books to low-income children, KPMG raises money to purchase and distribute new children's books to students who need them most. KPMG's FFL program is the foundation of KPMG's "education continuum" of programs established to advance workforce readiness in communities.
KPMG's FFL initiative began five years ago in cooperation with the nonprofit First Book and is led by the spouses of KPMG partners and employees from across the firm's offices. To date, KPMG has delivered more than two million books to children in local communities across the country. In addition to raising money for KPMG's FFL, KPMG's extended family of volunteers, which includes partners, spouses, employees, interns and alumni, and family and friends, visit classrooms, read to children, and deliver new books to low income children. In many cases, these are the first books their families have owned.
KPMG LLP kicked off a nationwide Reading Relay today on National Family Literacy Day to commemorate the fifth anniversary of KPMG's Family for Literacy (FFL) program.
As part of the Reading Relay, KPMG's ninety offices across the country will conduct events at schools and organizations that serve children from low-income families at which KPMG people, spouses, other family members, and alumni will volunteer their time to read to children and give each student five new books - called the "First Five" collection
- to take home with them. The First Five collection, which represents the favorite children's books as voted on by KPMG's people, will be given on behalf of every one of KPMG's more than 22,000 employees. In total, 130,000 new books will be distributed.
Over the past five years, KPMG has distributed more than two million new books to children in need and refurbished the libraries of numerous schools. Going forward, KPMG is donating new books on behalf of every new hire that joins the firm.
Kiffle the Kangaroo, the FFL mascot, will be attending several Reading Relay events across the country to entertain and engage students.
KPMG collaborates with First Book, a recognized leader in social enterprise dedicated to providing children in need with access to new, high-quality books, as part of the FFL program.
Lewis & Knopf, CPAs, P.C. recently announced the addition of Justin D. Shinabarger to its professional staff. Lewis & Knopf is a local, mid-market accounting firm based in Flint, Brighton, and Fenton, Michigan. The firm maintains specialties in governmental and not-for-profit entities, professional service and retail organizations, auto dealerships, manufacturing and distribution enterprises, and construction companies. Lewis & Knopf currently employs forty-five professionals.
In his role as junior staff accountant, Shinabarger helps prepare tax returns for individuals and businesses. In addition, he assists in audits of governmental, nonprofit, and for-profit entities. Previously, he served as an intern at the firm. Shinabarger attended Mott Community College and Michigan State University. He received his bachelor's degree in accounting from the University of Phoenix.
Marcum LLP, a top national accounting and advisory firm, won three 2013 Edge Awards at the annual luncheon of LEA Global: Leading Edge Alliance in San Francisco. Marcum took top honors for Outstanding Marketing Initiative, New Frontiers Innovation, and Outstanding Community Service.
Outstanding Marketing Initiative Award
In the marketing category, Marcum won for Thoughts of the Week, a blog written by Managing Partner Jeffrey M. Weiner. The blog launched on January 4, 2013 as a vehicle to give all Marcum clients and contacts a way to connect with the Firm's leader. Weiner receives a large volume of responses to his weekly posts, which cover a multitude of topics and give readers insight into his observations and interpretations of the world at large.
New Frontiers Innovation Award
Marcum was singled-out in the innovation category for becoming the first national accounting firm to establish a tax and estate planning practice dedicated to serving the lesbian, gay, bisexual, transgender (LGBT) and nontraditional family community. In its first twelve months, Marcum's LGBT practice grew from a single office in San Francisco to six offices in each of the firm's regions, becoming an important new revenue center. In the process, Marcum also became the country's definitive subject matter expert, sought by media and conference organizers to discuss the financial complexities faced by same-sex married couples. This is the second consecutive year Marcum won for firm innovation.
Outstanding Community Service Award
In this category, Marcum won for the annual Marcum Workplace Challenge, a charitable 3.5-mile walk-run at Jones Beach in New York, which raises funds for three Long Island charities. In 2013, the Marcum Workplace Challenge became the largest running event in the region, with over 8,400 runners and walkers from 211 Long Island companies, organizations, and government agencies. More than $80,000 was raised, bringing cumulative receipts to date to over $380,000.
Prager Metis CPAs, LLC, an independent, full-service public accounting and consulting firm with offices in the United States and London, officially welcomed Peter J. Scalise as its newest director, with the functional title of Federal Tax Credits & Incentives Practice Leader.
Under Scalise's guidance, several new service offerings will be made available to Prager Metis clients, including, but not limited to:
- Movie production incentives
- Accounting methods and periods planning
- Transaction cost analysis for mergers and acquisitions
- Research tax incentives
- Orphan drug incentives
Scalise is a distinguished BIG 4 Alumni Tax Practice Leader, with over twenty years of progressive public accounting experience in developing, managing, and leading multimillion dollar tax advisory practices on both a regional and national level. He is a highly acclaimed thought leader in the fields of accounting and taxation with deep subject matter expertise in connection to designing, implementing, and defending methodologies for specialty tax incentives.
Scalise is also a renowned keynote speaker and author on specialty tax incentives, tax controversy matters, and legislative updates from Capitol Hill for NAREIT, USGBC, AICPA, ASTP, NATP, ABA, AIA, and TEI, and he serves as a volunteer member of the iShade Tax Faculty. He serves on both the Board of Directors and Board of Editors for The American Society of Tax Professionals (ASTP) and is the founding president and chairman of the Northeastern Region Tax Roundtable, an operating division of ASTP.
Prior to joining Prager Metis, Scalise was the national partner-in-charge, federal tax practice leader with Engineered Tax Services. He holds a master's degree in taxation from Pace University and a bachelor's degree in accounting from Hunter College. Scalise is based at the Prager Metis eastside office in New York City.
RubinBrown recently added Timothy Kennedy, CPA, Jason McAdamis, CPA, and Shawndel Rose as managers to the firm. John Herber, CPA, managing partner, made the announcement.
Kennedy serves as a manager in RubinBrown's Real Estate Services Group, specializing in new markets, low-income housing tax credits, and historic rehabilitation. He received his bachelor's and master's degrees from Saint Louis University.
With more than a decade of experience, McAdamis serves as a manager in the firm's Federal Tax Services Group. He provides comprehensive tax services for companies of all sizes in a variety of industries, including professional services and manufacturing and distribution. McAdamis is a graduate of the University of Missouri - Columbia.
A manager in RubinBrown's State and Local Tax Services Group, Rose provides clients with all phases of state and local tax compliance, consulting, and planning services. Her focus is on federal and multistate credit and incentive reviews to help clients identify, quantify, and obtain available credits and refund opportunities. Rose is a graduate of Illinois State University.
The Sax Macy Fromm (SMF) Foundation recently donated $62,000 from its Second Annual 4 Miler at Garret Mountain to St. Joseph's Children's Hospital. The SMF Foundation absorbed all expenses associated with the second annual event to donate 100 percent of the proceeds raised through sponsorship directly to the Child Life Department at the Paterson, New Jersey-based medical center. Established in 2006, the SMF Foundation provides funding to nonprofit organizations that provide a measure of impact throughout Northern New Jersey.
The 4 Miler's lead sponsor, at the Titanium Level, was Valley National Bank, based in Wayne, New Jersey. The regional banking institution serves sixteen counties in New Jersey, New York City, and Long Island and is committed to supporting the local communities in which its branches are located.
Based in Clifton, New Jersey, SMF is a best-in-class accounting, auditing, and tax services firm. Recently named among the nation's Top 200 Accounting Firms and Top 200 Fastest Growing Firms, SMF will be merging with Albany, New York-based Bollam, Sheedy, Torani, & Co. LLP (BST), effective January 1, 2014. The new company, to be named SaxBST, will rank among the Top 100 firms nationally, with more than $45 million in combined annual billings.
Scott and Company LLC, one of South Carolina's leading accounting and consulting firms, has announced the promotions of Kelly Damiano and Chelsea Shoolbred to in-charge accountants on the Assurance and Advisory Services team, while Ryan LaBrooy has been promoted to in-charge accountant on the firm's Tax and Advisory Services team.
A native of Hillsborough, New Jersey, Damiano joined Scott and Company in 2012 and is a graduate of the University of South Carolina with a BS in Retail Management and a Master of Accountancy degree. At USC, she was president of the Master of Accountancy Association and an active member of Beta Alpha Psi. Damiano serves clients in a variety of industries, including banking, manufacturing, state and local government, nonprofit organizations, and retail. She is currently pursuing certification as a CPA in South Carolina.
Shoolbred is a graduate of University of South Carolina - Upstate with a BS in Business Administration, and she earned her Master of Public Accountancy from Clemson University. A native of Anderson, South Carolina, Shoolbred joined Scott and Company in 2012. A licensed CPA in South Carolina, she works extensively with clients in the real estate, hospitality, nonprofit, and state/local government arenas as well as with a broad range of closely held businesses.
A native of Irmo, South Carolina, LaBrooy joined Scott and Company LLC in late 2012. He has more than three years of experience dealing with individual, corporate, and partnership taxation needs of clients in the real estate, hospitality, professional services, advertising, automotive, and retail industries. He also assists businesses with QuickBooks accounting issues, quarterly and annual payroll filings, and state sales tax returns. He is a graduate of the University of South Carolina with a BS in Business Administration with emphasis in accounting. LaBrooy is pursuing his certification as a CPA in South Carolina.
The members of Smith Elliott Kearns & Company, LLC (SEK&Co), a regional CPA firm with offices in Pennsylvania and Maryland, are pleased to announce the opening of their new office in Camp Hill, Pennsylvania, on November 1, 2013. SEK&Co began operations in 1963. Over the years, it has enjoyed the reputation of providing quality tax, accounting, and auditing services to its clients throughout the Cumberland and Shenandoah valleys.
While the office will have access to all firm personnel, Steven D. Lubart, CPA, will be heading the local efforts along with support from Joel A. Flinchbaugh, CPA, Steven H. Kaufman, CPA, and Sandra Bruno, CPA. The new office is located at 3810 Market Street, Camp Hill, Pennsylvania, 17011, and the phone number is (717) 975-3436.
Jodie Hewitson, a tax partner at Tanner LLC, has received the Woman to Watch Experienced Leader award from The Utah Association of Certified Public Accountants (UACPA).
The association honored Hewitson for demonstrating exceptional service to the UACPA, the CPA profession, and the community.
After ten years with Deloitte & Touche, Hewitson joined Tanner, LLC's tax team in 2007 and was promoted to tax partner in 2011. She is the past president and current board member of the Utah affiliate of the American Woman's Society of CPAs and was named one of 30 Women to Watch by Utah Business Magazine in 2012. Hewitson graduated cum laude with a BA in Accounting and a Master of Professional Accountancy with an emphasis in tax from the University of Utah.
Walthall, Drake & Wallace CPAs moved up to the seventeenth largest accounting firm in northeast Ohio on the Crain's Cleveland Largest Accounting Firms list. Last year, the firm was ranked twenty-first.
The list ranks accounting firms by number of local certified public accountants. The firm currently has thirty-eight CPAs. In last year's list, Walthall, Drake & Wallace had CPAs, a 26.7 percent increase over the previous year.
Wipfli LLP, a national CPA and consulting firm, recently launched Manufacturing Tomorrow, a regular news service provided by its manufacturing and technology experts. The new daily Manufacturing Tomorrow Blog features a short, concise collection of innovation and technology news, ideas and analysis specifically for the manufacturing industry.
Recent blog posts have covered such topics as developing a strong workforce, three-D printing, effective decision making, overall equipment effectiveness, value-stream mapping, and process improvement. The news service is the latest initiative in Wipfli's goal of informing and supporting the manufacturing industry.
Since 2007, the firm has utilized its deep industry experience to help manufacturers stay informed through its Manufacturing Live Web Series - complimentary, educational webinars designed to provide information and thought leadership and to explore key topics relevant to manufacturers. To view Manufacturing Tomorrow Blog posts or sign up to receive the Manufacturing Tomorrow weekly newsletter, visit www.wipfli.com/manufacturingtomorrow. For more information on Wipfli's Manufacturing Live Web Series, visit www.wipfli.com/manufacturingwebinars.
WTAS is proud to announce the addition of Mike Valdes as a managing director in New York.
Valdes is an internationally recognized specialist in US and international tax planning, particularly with respect to Latin American and Caribbean tax matters, and he has over thirty-five years of experience. Valdes has deep expertise in the areas of corporate taxation and private clients with cross-border issues.
Prior to joining WTAS, Valdes was most recently with Brazilian law firm Koury Lopes Advogados. Valdes also served as a US resident partner for Machado Asociados Advogados e Consultores from 2003 to 2012. In addition, he was a partner at Ernst & Young between 1994 and 2002 where he headed the firm's Latin American Business Center. Valdes received his Master of Science in Taxation and Juris Doctor from DePaul University and DePaul University Law School, respectively.