Company Announcements: Week of May 20, 2013

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Rachel Anevski has joined Citrin Cooperman as director of marketing for the accounting and consulting firm's Livingston, New Jersey, office. Anevski will lead the execution of all strategic marketing initiatives as well as industry practice niches for this location. 

Anevski last served as director of human capital for Smolin Lupin & Co., P.A. and also held managerial and director-level roles in brand and sales development during her ten years at that firm. She holds a master's degree in organizational development from Fairleigh Dickinson University and an undergraduate degree in forensic psychology from John Jay College of Criminal Justice. She is also a 2012 fellow of Lead New Jersey, a program designed for business and community leaders to create systemic change around New Jersey's most challenging issues. 

Citrin Cooperman moved to its state-of-the-art corporate campus in Livingston in January to accommodate the firm's continued expansion and to provide more direct and efficient client service.


Grant Thornton LLP named Amy Roberts as leader of the firm's Minneapolis tax practice effective immediately.

Roberts has served as the interim Minneapolis tax co-practice leader, along with Dan Bartholet, since fall 2011 and has been the Minneapolis federal tax practice leader for five years. Bartholet will continue to lead the Minneapolis state and local tax (SALT) and SALT health care practices. 

With more than twenty years of experience at Grant Thornton, Roberts provides a broad range of services to publicly and closely held companies, including compliance, consulting, and tax planning for both business and individual tax issues. She has extensive experience working with clients on tax structuring, acquisition, and divestitures of entities, and federal, state and local, and international tax consulting. Roberts has served clients across a number of industries, including medical device, manufacturing and distribution, technology, and franchises. She has served as the local office sponsor for the Women at Grant Thornton initiative, whose mission is to enhance the recruitment, retention, and advancement of women into leadership positions. 

Roberts received a bachelor's degree in accounting from Mankato State University and a master's degree in business taxation from the University of Minnesota. 


Los Angeles-based accounting firm Holthouse Carlin & Van Trigt LLP (HCVT), the largest CPA firm headquartered in Southern California as measured by revenue, is pleased to announce the addition of a new tax partner to its Long Beach office.

Ray Dagarag joins HCVT's Long Beach office after a fifteen-year career with Deloitte Tax LLP, as a tax partner on March 11, 2013. He leads HCVT's state and local tax practice. He has over twenty-one years of experience addressing the state and local tax issues for businesses ranging from start-up to global, complex, public companies. Dagarag has extensive experience in the corporate state and local tax planning areas of income taxes, sales and use taxes, and gross receipts taxes. Throughout his career in Big 4 public accounting as well as private industry, he has consulted on matters involving income, franchise, sales/use and excise tax refund reviews, nexus, apportionment, unitary businesses, combined reporting, entity restructuring, mergers and acquisitions, tax-efficient repatriation of foreign earnings, state tax controversy, credits and incentives, and state tax legislation. His industry experience is diverse and includes manufacturers, distribution, life sciences, automotive, insurance, energy, and entertainment. He served as director of tax planning for a $15 billion publicly held life sciences company as well as an auditor with the California Franchise Tax Board. This combined, government, industry, and public accounting experience allows Dagarag to provide a deep technical and balanced perspective to his clients. He holds a Bachelor of Science in Accounting from California State University, Long Beach. 


Jamestown College recognized outstanding students, faculty, and staff at its annual Honors Convocation held April 11.

Faculty and staff awards:

  • Vicki Greshik, associate professor of business, accounting, and economics, was named Professor of the Year
  • Judy Hager, admissions counselor, was named Staff Person of the Year

Student awards:

  • President's Key Award (presented to the highest ranking students in the senior class who have spent all four years at Jamestown College): Rhys Harries and Beth Segerholm
  • Freshman Wilson Scholarship recipients: Megan Baker, Jennifer Brandt, and Nicholas Lee
  • CPA Society Foundation Award and R.D. Koppenhaver Scholarship: Kelsie DeBroeck
  • Harris and Arlyce Widmer Exam Scholarship: Samantha Riehl
  • William J. Klaudt Award (for outstanding overall performance in the Department of Business, Accounting, and Economics): Samantha Riehl
  • Outstanding Management Information Science Graduate Award: Darrin Gahner
  • Representative Jimmies (seniors chosen by their classmates): Warren Abrahamson, Kyle Blumenshine, Drew Boraas, Samuel Brown, Amy Frederiksen, Andrew Hammond, Jacob Niemeier, Matthew Nies, Kelsey Rasmuson, and Jordan Shive
  • Kennedy S. Wanner Memorial Trophy (awarded to students based on their scholastic record, participation in intercollegiate athletics and high ideals): Andrew Hammond and Katie Zent
  • College Fellows in Accounting: Morgan Mathison and William Swanson
  • College Fellows in Business Administration: Scott Johnson, Brock Knodel, Megan Krick, Anushika Siva, and Annie Strickland
  • College Fellow in Financial Planning and Wealth Management: Spencer Kamoni


The Chattanooga office of Lattimore Black Morgan & Cain (LBMC) opened the doors of its new offices in the newly renovated Liberty Tower building May 16 before a crowd of over 300 to celebrate LBMC's recent expansion. At 605 Chestnut Street (at the corner of Sixth and Chestnut), the new location is only a short three blocks from the firms former location, but offers an array of opportunities for growth.

Clients and dignitaries dined on an array of delicacies provided by Events with Taste then were taken on personal guided tours of the new LBMC offices. Further enhancing the experience, LBMC secured local vendor The Hot Chocolatier to create special chocolate covered Oreos embellished with the LBMC logo in white chocolate. These treats came packaged in unique gift bags with potential winning numbers for a mini iPad give away directing guests to a specially designed LBMC event landing page where winners were announced Friday morning (

"We were humbled by the enthusiastic turn out last night at our open house. LBMC's new office is a state-of-the-art facility providing our clients and our employees a beautiful working environment. The entire staff was excited to showcase our offices to clients and guests" says Dennis Blanton, LBMC Managing Partner, Chattanooga." As LBMC continues to grow in Chattanooga, this new space will allow us the flexibility to add more space and expand while enhancing our technology capabilities allowing us to stay on the cutting edge in our every changing industry."

To view the photo gallery from the event visit


LBMC Employment Partners, LLC, a member of the LBMC (Lattimore Black Morgan & Cain, PC) Family of Companies, has added Chelsey Childress in its Brentwood (Nashville) office.

Childress has joined as a human resources generalist. She brings excellent customer service skills to the team as demonstrated in her previous role working with Child & Family TN, a not-for-profit organization that focuses on strengthening families. In her new role, Childress will be assisting clients with various HR solutions and employee-related matters. She will also focus heavily on the LBMC Employment Partners, LLC Professional Employer Organization (PEO) that benefits businesses in a co-employment relationship.

She is a graduate of University of Tennessee with a bachelor's degree in child and family studies. 


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 pleased to announce the recent addition of Charles Nicholson to the network engineering operations division in its Brentwood (Nashville) office and Matt La Grand to the network operations division in its Knoxville office. 

Nicholson joins as a network engineer with over seven years of experience in the areas of finance, health care, and telecommunications, with a specialty in small business and enterprise technology. He comes to LBMC from Ascend Federal Credit Union where he worked as a network engineer and has significant experience in network administration (desktop/server administration, installing, upgrading, and troubleshooting various information system technologies). Nicholson is a graduate of Devry University where he earned his bachelor's degree in technical management. He also received his CISCO Network Tech (CCENT) certification.

La Grand joins as a network systems engineer with over ten years of experience in the areas of finance, health care, and telecommunications and technology consulting. He brings a wealth of experience in Microsoft Server, Exchange and SQL, VMWARE, and CISCO and comes to LBMC from Advanced Network Solutions where he served as an IT Systems Engineer. La Grand is also certified in Aerohive Wireless Network engineering.


Marcum LLP, a top national accounting and advisory firm, was honored with two awards from Adelphi University. The firm was named Employer of the Year, and Mark S. Fogel, Marcum's chief human resources officer, received the Adelphi University Part-Time Faculty Teaching Excellence Award.

Employer of the Year

The Adelphi University Center for Career Development presented the 2013 Employer of the Year Award to Marcum at the Fifth Annual Alumni and Employer Appreciation Breakfast May 9. Marcum was selected based on the firm's active participation in the center's career fairs, interview training, internship, and other programs.

"Marcum has been an exemplary partner due to their dedication to our career development mission, their generosity in sharing the firm's time and expertise, and their enthusiasm for working so closely with our students", said Thomas J. Ward, Jr, executive director of Adelphi University Center for Career Development.

"Adelphi's Career Development Center is focused on cultivating tomorrow's business leaders. They prepare their students not just for academic success, but for success in the business world. This is highly consistent with Marcum's approach to professional development at our firm, where we devote considerable resources to training and mentoring in all of our US and overseas offices", said Angela Ramos, human resources manager, Marcum's liaison with Adelphi.

In addition to participating in campus events, Marcum provides summer internships in accounting and human resources for Adelphi business students annually. The firm also recruits Adelphi graduates for entry level professional accounting positions.

Teaching Excellence Award

Mark Fogel has taught graduate-level courses in Adelphi's MBA program and has been a panelist and lecturer at business school events since 2011. Dr. Gayle D. Insler, provost and senior vice president for Academic Affairs, announced on May 6 that Fogel, an adjunct professor in the Robert B. Willumstad School of Business, received the 2012-2013 Part-Time Faculty Teaching Excellence Award. 

"Adjunct Professor Fogel's award for Excellence in Teaching is a testament to the innovation, real-world experience, interactive tools, and research perspectives he brings to Adelphi's Willumstad School of Business students. Mark Fogel not only shares his extensive HR experience in his classroom, but his commitment to educate the next generation of business leaders. I know that Professor Fogel is proud to have the opportunity to serve as faculty, and we are delighted to have him", Dr. Insler said.

"A key challenge with graduate business students, most of whom take evening classes, is finding a way to bring them into the inner workings of HR and other functional departments during normal business hours. Since I can't bring the class into the business world, I bring the business world into the classroom, by utilizing highly interactive and engaging learning exercises and incorporating vibrant guest lectures by experts from diverse operating areas", Fogel said.

"As a major employer on Long Island and a leader in the accounting industry, Marcum values our partnership with Adelphi University and the opportunity it gives us to connect with the next generation of business leaders. We are deeply honored to be recognized by the university for our contributions", said Carolyn Mazzenga, Long Island partner-in-charge and national leader of Marcum's High Net Worth Individuals Practice group. 


Wipfli LLP (Wipfli) announced that tax expert Shea Reese has joined the firm's state and local tax practice as a senior consultant. Reese will be based in the firm's Milwaukee office.

In his position with Wipfli, Reese will assist with and resolve Wisconsin and multistate tax issues for the firm's clients in all their locations. Prior to working for Wipfli and the Wisconsin Department of Revenue, Reese worked for a regional CPA firm where he consulted with small to large companies in a variety of industries regarding maximizing tax compliance, limiting potential tax exposure, and identifying tax overpayment opportunities. He holds a bachelor of business administration degree in accounting from the University of Wisconsin-Eau Claire.

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