Company Announcements: Week of November 11, 2013

Nov 11th 2013
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Abrams Little-Gill Loberfeld PC (ALL), Certified Public Accountants and Business Advisors, Chestnut Hill, Massachusetts is proud and pleased to announce that Director Kristin Kelley, CPA, MST, has received a prestigious Leadership Award, presented by the Massachusetts Society of Certified Public Accountants (MSCPA)at its 5th Annual Womens' Leadership Summit at the Westin Hotel, Waltham, Massachusetts.

The MSCPA "Women to Watch" awards annually recognize women identified as top performers in the industry. A panel of judges selects recipients based on their distinctive leadership qualities and contributions to the public accounting profession and their communities. 

Recipients have demonstrated experienced (fifteen plus years) or emerging (less than fifteen years) leadership achievement in the accounting industry, and made significant strides in furthering professional development at all levels in their firms across the board. Kelley is recognized as an "Experienced Leader." 

As a proactive director, Kelley is a strong role model for ALL's emerging leaders. Her drive, dedication, industry experience, influence with staff members at all levels of our firm, and her commitment to our clients, business contacts, and professional connections makes her a natural leader. In addition to her "Women to Watch" leadership accolade, Kelley also recently joined the Womens' Initiative Committee of the BEPC (Boston Estate Planning Council).

ALL is proud to share Kelley's accomplishment and extend our warmest congratulations. 

Kelley has over eighteen years of experience addressing the accounting and tax needs of individuals and privately held businesses. She assists and advises ALL's clients on varying and complex tax issues, with a focus on individual, corporate, trust, and estate taxes. Prior to joining ALL in 2003, Kelley worked with Arthur Anderson LLP in Boston as a member of the Private Client Services Group, and with KPMG LLP in Boston as an estate tax accountant. She holds Bachelor of Science in Accounting and Master of Science in Taxation from Bentley University in Massachusetts. 


CBIZ has announced its fifth annual CBIZ food drive! Over the last four years, CBIZ employees have raised more than two million pounds of food! The food drive runs from November 4 until November 15. 

The goal this year is to collect 500,000 pounds of food to take CBIZ past 2.5 million pounds. As in previous years, CBIZ' commitment to giving back to their communities has resulted in a fun, company-wide competition. This year's theme is "Heroes Against Hunger." All donations made will go directly to food banks within each office's local community.

Nearly 4,000 employees in just under 100 offices nationwide will participate in the competition. CBIZ will name winners for total amounts collected as well as the most improved offices over 2012 and most creative displays. Be sure to take a look at some of the highlights from last year's food drive.


Renowned as one of the top accounting firms in the nation, Cherry Bekaert LLP is pleased to welcome Kenneth D. Bricker, CPA, as partner to the firm's Government Contractor Services group.

In his role, Bricker will guide clients on regulatory issues, such as business systems reviews (accounting, estimating, purchasing, billing); bids and proposals; rate structure development; forward pricing; wage determinations; claims (equitable adjustment, delay, termination); defective pricing; and incurred cost submissions. In addition, he will provide expertise in federal acquisition regulation and cost accounting standards  for the government contracting and technology and life sciences industries.

Bricker was a partner at a regional accounting firm and vice president of finance and chief financial officer of a government contractor. Further, he served as a contributing writer to the Defense Contract Audit Manual; a lecturer at conferences for the Government Contracting Institute and American Graduate University; an instructor and member of the Board of Advisors for the Public Contracting Institute; and an adjunct faculty member for George Washington University and Old Dominion University, his alma mater.


Cherry Bekaert LLP has named Victor H. Miesel, Charles L. Webb and Karen T. Horky as partners.

Miesel is national leader and chief economist for the firm's Global Transfer Pricing Services group and Baker Tilly International's Transfer Pricing Committee. He offers expertise in business economics and econometrics; valuations for tax purposes; advance pricing agreements; cost-sharing arrangements; intangible asset buy-in and buy-out arrangements; and IRC Sections 482, 6662, and OECD compliance documentation and defense. With more than twenty-five years of experience, Miesel has frequently contributed to publications like Tax Notes International, International Tax Journal, and NERA Economic Journal. He is a graduate of the University of Michigan, earning a Bachelor of Arts in Economics and a Master of Public Policy in Political Science and Applied Economics and International Finance and Trade. Miesel is based out of Cherry Bekaert's Atlanta, Georgia, office.

With more than twenty-five years of taxation experience, Webb is a member of Cherry Bekaert's Atlanta Tax practice. As an expert of the technology and life sciences as well as manufacturing and distribution industries, he is known for guiding clients through federal and state rules and regulations. Webb's expertise is also relied on for payroll, income tax planning and compliance, state and local tax, tax provision accounting, and international cross-border issues. He received a Bachelor of Science in Accounting/Business Administration at the University of North Carolina at Greensboro and a Master of Taxation at Georgia State University. Webb is based out of the Firm's Atlanta, Georgia, office.

Previously a Senior Manager in Cherry Bekaert's Charlotte office, Horky audits clients in the construction, manufacturing, and professional service industries. Overleveraging more than eighteen years of public accounting experience, she has familiarity auditing qualified employee benefit plans such as 401(k) plans, including those with 11K filing requirements, 403(b) plans, other defined contribution plans, employee stock ownership plans, defined benefit plans, and health and welfare plans. Horky is also a leader with Cherry Bekaert's Employee Benefit Plan Audit Group, serving more than thirty employee benefit plan audit clients. She attended North Carolina State University, receiving a Bachelor of Arts in Accounting and a Master of Accounting. Horky is based out of Cherry Bekaert's Charlotte, North Carolina, office.


Councilor, Buchanan & Mitchell, P.C. (CBM), a leading Bethesda, Maryland-based full-service CPA and business advisory firm, announced that John Comunale, CPA, has been appointed to the Board of the Catholic Business Network of Montgomery County (CBNMC), Maryland. 

The CBNMC is an organization comprised of women and men who strive to apply the principles of the Roman Catholic faith to their daily lives in the marketplace. They seek to strengthen the Catholic faith and inter-parish relationships by sharing professional experiences, fostering business ethics and social responsibility, and promoting community service. Any profits generated through the CBNMC, including several specific fund-raising events during the year, go to support Montgomery County, Maryland, Catholic schools.


Foundation Financial Group (FFG)was celebrated during the Disabled American Veterans' (DAV) October meeting. Commander Robert W. Young presented a plaque that commemorates the ongoing donations and active volunteer efforts of Foundation Financial. 

FFG has been assisting the DAV with its mission to improve the lives of America's veterans since 2010. During the past four years, FFG employees have volunteered to help improve the DAV's Jacksonville headquarters with projects like landscaping the yard, building a lounging area on the patio, and providing updated computer equipment and IT expertise. FFG is coordinating new improvement projects with the Disabled American Veterans that will include replacing door frames and additional building maintenance. 

DAV members will be collecting much-needed donations at Golden Corral restaurants around Jacksonville the week of Veteran's Day as part of the nonprofit's annual donation drive. Golden Corral locations on Southside Boulevard, Beach Boulevard, Merrill Road, and San Jose Boulevard will welcome the DAV to collect donations from Monday, November 11 until Friday, November 15. The DAV is grateful for every donation and always needs people to volunteer. 

For more information about supporting Florida's Disabled American Veterans, contact the DAV at (904) 720-0244 or stop by your neighborhood Golden Corral during the donation drive.


Foundation Financial Group (FFG) has concluded a national philanthropic initiative that supported of one of the company's employees and his daughter. The initiative, For a Cancer Free Katrina, provided FFG employees with an opportunity to give donations to the Bolter family as Katrina Bolter undergoes chemotherapy treatments for a rare type of childhood cancer. 

FFG employees from around the country contributed to the For a Cancer Free Katrina campaign. Through payroll deductions and production-based reward incentives converted into dollars, the FFG staff raised nearly $2,400 to support their coworker and his family during this difficult time. The funds will help alleviate the burden of medical expenses. 


Lionel B. Sanders, CPA, has joined Gumbiner Savett Inc., one of the largest full-service accounting, tax, and business advisory firms in Southern California, as a principal in the company's Santa Monica headquarters. Sanders, owner of Lionel B. Sanders, CPA, merged his accounting firm with Gumbiner Savett as of November 1, 2013.

With over forty years of experience as an accounting professional, Sanders' specializes in providing consulting and advisory services keyed to the specific needs of the visual arts community, such as fine artists, individual collectors, and galleries. During his career, he has provided taxation, financial, and business management services to a number of professionals focused on the fine arts, including Jean Robert Millant, owner and founder of the acclaimed Cirrus Gallery and Cirrus Editions Ltd. in downtown Los Angeles, and artist Vasa Mihich, an internationally recognized sculptor and painter.

In addition to Sanders' specialty in visual arts, his expertise comprises a broad range of practice areas, including estate tax, trusts, real estate, nonprofit, law firms, health care, retail, wholesale distribution, entertainment, technology, and manufacturing.

Sanders received his bachelor's degree in business and accounting from California State University, Northridge. 


With Veteran's Day approaching, the Illinois CPA Society - in partnership with the IRS - will once again offer free federal and state income tax preparation performed by society member volunteers to active military members who have recently returned from or are still serving in a combat zone or qualified hazardous duty area. The Military Service Tax Preparation is a year-round program available to deployed members of the Armed Forces and their families.

Volunteer CPAs are dedicated to helping military families take advantage of the unique tax benefits, exclusions, and filing extensions available to them. Illinois CPA Society volunteers have helped hundreds of military personnel since the program began by making the stressful task of tax preparation easier and alleviating an often hectic and time-consuming task for families. 

The Military Service Tax Preparation Project is designed to help those who don't have a relationship with a CPA and who would otherwise have few resources for financial advice and information on IRS guidelines for military personnel. To qualify for free tax preparation assistance, individuals must meet the following criteria: 

  • Be an Illinois resident.
  • Be a member of the US Armed Forces having served in a combat zone or qualified hazardous duty area within the 2013 tax calendar year.
  • Be a member of the US Armed Forces serving in a contingency operation.

Family members - spouse, son, daughter, or parents - can request assistance on behalf of military personnel. For more information about the Military Service Tax Preparation Project or to arrange for assistance from a volunteer CPA, visit the Illinois CPA Society's website or contact Jill Loeser, Government Relations Manager, at (800) 572-9870 or via e-mail at [email protected]


Katz, Sapper & Miller is joining forces with Habitat for Humanity of Hamilton County to take part in a week-long blitz build rehab project of an existing home in Noblesville, Indiana, November 4 through 8. 

As part of the accounting firm's annual community service project, the rehab is unique for any Habitat for Humanity US affiliate, with more than 200 Katz, Sapper & Miller employees dedicating approximately 1,100 work hours to help build, renovate, and repair the home in just five business days.

The home, located at 1360 South Street in Noblesville, was acquired by Habitat for Humanity of Hamilton County through a partnership with Bank of America, Habitat for Humanity International, Noblesville Housing Authority, and the Hamilton County Commissioners.

Kick-off of the week-long blitz build rehab project will take place on Monday, November 4 at 8:00 a.m. at the home site. The build will continue each day from 8:00 a.m. to 5:00 p.m. 


FourKPMG LLP tax leaders - Clark Chandler, Sean Foley, Steven Fortier, and Thomas Zollo - have been named to Legal Media Group's Best of the Best USA 2013 listing of top transfer pricing professionals in the United States.

Chandler is a principal in the Washington National Tax practice of KPMG, with a specialty in economics, and the lead technical advisor on transfer pricing issues for KPMG's Global Transfer Pricing Services. Based in Washington, DC, he has been recognized over the years as a leading global tax professional, with a primary focus in the areas of transfer pricing and the valuation of intangibles for large organizations. In his more than twenty-five years of transfer pricing controversy work, Chandler has extensive experience with international transfer pricing issues involving tangible and intangible property as well as services and cost-sharing arrangements. In tax controversy work, he has assisted taxpayers at audit and appeals levels in the United States and has provided expert testimony in US Tax Court. Chandler was also recognized on Legal Media Group's Global Best of the Best 2013 Transfer Pricing list. 

Foley is a KPMG principal and global leader of KPMG's Global Transfer Pricing Services. He is also former head of the Advance Pricing Agreement (APA) program of the IRS. Based in Washington, DC, Foley has over fifteen years of experience working with major organizations and multinational corporations to analyze their intercompany transactions and develop practical transfer pricing planning. His primary areas of focus include APA and competent authority matters and transfer pricing risk management. Foley is the immediate past chair of the American Bar Association's Transfer Pricing Committee.

Fortier is a Chicago-based KPMG principal with twenty years of US and international transfer pricing experience. He specializes in assisting clients with developing, implementing, and defending corporate transfer pricing planning, with particular focus on business restructurings, intellectual property, and supply chain planning, merger, and acquisition integration, and shared service-center implementations. Fortier also leads KPMG's Tax Cloud initiative, which assists companies facing complex tax and transfer pricing issues associated with Cloud-enabled business transformation. 

Zollo is a principal in the International Tax group of KPMG's Washington National Tax practice, who also has been recognized as one of the nation's leading international tax professionals. Zollo has considerable experience in tax controversy matters, particularly those including transfer pricing, and he has represented taxpayers before IRS Appeals throughout the United States, in the US Tax Court, and in competent authority proceedings. He also provides tax structuring advice to US and foreign multinational groups, particularly in the context of supply chain design. 

The listings of the four KPMG professionals are included in Legal Media Group's recently published Best of the Best USA 2013 Transfer Pricing expert guide. 

Legal Media Group is the legal publishing arm of Euromoney Institutional Investor, one of the world's leading financial publishers. The organization has been publishing "Expert Guides" since 1994.


Carolyn Mazzenga, partner in charge of the Melville, New York, office of Marcum LLP and national partner in charge of the accounting and advisory firm's High Net Worth Individuals Practice group, has been named one of the Most Powerful Women in Accounting by CPA Practice Advisor magazine.

The annual awards recognize women accountants who have been the driving force in creating a culture of innovation or excellence within a practice and whose leadership has had a demonstrable effect upon the practices and success of the organization. Winners were selected based on their contributions to the accounting profession, their firms and the next generation of women leaders.

Mazzenga joined Marcum LLP in 1992, and in 1997, became one of the firm's first woman partners and partner in charge (PIC) of its Tax Practice. In 2002, she spearheaded a specialized High Net Worth Practice group for the firm, which she continues to lead as PIC, and in 2010, she accepted an additional role as PIC of Marcum's office in Melville, New York, where she is responsible for the growth of the firm's Long Island operations. She serves as a member of the firm's Executive Committee and also mentors several firm managers and partners.

Mazzenga is cochair of Financial Executive Women (FEW), a group comprised of women CFOs on Long Island that meets at Marcum monthly. She is a past president of the Long Island Center for Professional Women. Additionally, she is chair of the annual Marcum Workplace Challenge, a charitable sporting event on Long Island that has raised over $350,000 to date and which attracts participation from more than 10,000 people from over 200 Long Island companies and organizations.


McGladrey LLP, a leading US provider of assurance, tax, and consulting services focused on the middle market, announced the signing of a definitive agreement to acquire substantially all the assets of Houston-based Margolis, Phipps & Wright, P.C. (MP&W), a CPA firm offering services in the fields of taxation and personal and financial consulting. The closing is anticipated on December 2, 2013.

McGladrey and MP&W share a common focus on serving entrepreneurial companies and individuals, and a shared commitment to quality, exceptional client service, and strong relationships. All fourteen of MP&W's leaders will join McGladrey as partners, and its one hundred plus employees in Houston will receive offers to join McGladrey. 

MP&W's executive committee, Barry Margolis, Jan Phipps, and Tommy Wright will serve as McGladrey's management team in Houston. McGladrey Houston will be located in the existing MP&W offices at 1400 Post Oak Boulevard. McGladrey also has an office in Dallas, with thirteen partners and more than 150 professionals. Combined, these two offices will make McGladrey a leading provider of assurance, tax, and consulting services focused on the middle market in Texas.


The NASBA Center for the Public Trust (CPT) will bestow a 2012-2013 Being a Difference Award to Robert C. McChesney, CPA, and owner/managing partner of McChesney Martin Saghorn, P.C., of North Platte, Nebraska, on November 14. CPT leaders will present McChesney with the prestigious, national award during the North Platte Area Chamber of Commerce & Development Corporation's Annual Meeting & Luncheon to be held from noon to 1:30 p.m. at the Quality Inn & Suites (2102 S. Jeffers, North Platte).

Established in 2006, the CPT's Being a Difference Award program honors individuals for their exceptional contributions to ethical leadership in business and community impact. Recipients are selected by a national committee focused on identifying individuals who go beyond making a difference and are truly being a difference throughout their professional and personal endeavors. Past recipients include Fortune 500 executives, Olympic athletes, and individuals who have worked courageously, but quietly, in support of ethical leadership. A total of twelve awards have been presented since the program's inception.

McChesney, a forty-plus-year veteran of the accounting profession and former chair of both the Nebraska Society of CPAs and Nebraska Board of Public Accountancy, came highly recommended due to his strong adherence to ethical principles, unwavering leadership, and service to the community. He is widely recognized within the accounting and legal professions for exposing an out-of-town CPA for exploiting tax laws and administering fraudulent tax schemes within the North Platte community.

As a result of McChesney's efforts, the scheme ended before additional individuals within the community were negatively impacted. Following several years of litigation, a federal court convicted the out-of-town CPA of defrauding the United States of over $3 million. The CPA was later revoked of his CPA credential and sentenced to a federal prison.

A graduate of the University of Nebraska-Lincoln, McChesney was awarded the Nebraska Society's 2010 Distinguished Service to the Profession Award. He is currently serving his second term on the Society's Foundation Board of Trustees.


S.B. Phillips Company has promoted Wayne Hanks to controller of the organization, effective immediately. S.B. Phillips Company is the parent company of Phillips Staffing, one of South Carolina's largest and fastest-growing staffing and human capital solution providers.

A native of Owings Mills, Maryland, Hanks joined Phillips in 2011 following twenty-five years in finance and accounting at W. R. Grace & Co. He has nearly forty years of progressive financial management experience across various industries and maintains CPA certification in South Carolina. As controller, Hanks will provide financial review, analysis, budgeting, reporting, and strategic insight to the S.B. Phillips and Phillips Staffing organizations. 


Scott and Company LLC, one of South Carolina's leading accounting, tax, and consulting firms, has named Michael J. Twomey a senior tax manager with the firm.

Twomey is a CPA and a member of the firm's Tax and Advisory Services team and is based in the firm's Greenville office. He has over two decades of experience in public accounting, including time on the PwC tax team in Philadelphia, where he served in its International Assignment Tax Services group. There, he focused on tax planning and compliance for global companies as well as tax equalizations for inbound and outbound international executives. He also has worked with several regional firms in both Delaware and South Carolina and was with Johnstone Graydon & Thompson CPAs prior to its merger with Scott and Company earlier this year. 

Twomey holds a Bachelor of Science in Business and Finance from Mount St. Mary's University, and has long been active in community groups, including Our Lady of the Rosary School and the Juvenile Diabetes Association.


Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, announced the winners of its 9th Annual Compliance Awards. The winners were presented with their trophies at the Sheraton Hotel, Park Lane, London. Over 350 guests attended Wednesday evening's event, including leading compliance professionals, regulators, and friends from related industries.

The Annual Compliance Awards were created in 2004 to recognize the successes and achievements of compliance professionals from across the financial services industry and supporting professional services firms who safeguard the integrity of their businesses and position them for continued growth and success.

The winners are as follows:

  • 2013 Sandro Buttaci Memorial Award for the Young Compliance Officer of the Year - Traci Pham, Vice President, Capital Dynamics
  • 2013 Most Effective Compliance Training at a Regulated Firm - Michaela Goodwin, Assistant Director, Compliance Training, Central Compliance, Crédit Agricole
  • 2013 Best Regulatory Law Firm or Lawyer of the Year - Jake Green, Senior Associate, Ashurst
  • 2013 Best Consulting Firm of the Year - Kelly Sheppard, Partner, Moore Stephens LLP
  • 2013 Money Laundering Reporting Officer of the Year - Harris Antoniades, MLRO, Renaissance Capital
  • 2013 Head of Anti-Money Laundering and Fraud Prevention of the Year - Steve Hyndman, Head of Financial Crime Prevention and MLRO, Phoenix Group
  • 2013 Compliance Officer of the Year - Ross Whelan, Compliance Officer, BNP Paribas
  • 2013 Chief Compliance Officer of the Year - Anne Breslin, Compliance Officer, Jefferies International Ltd
  • 2013 Compliance Innovator of the Year - Seoanaid Mackenzie, Managing Partner, Sturgeon Ventures LLP
  • 2013 Compliance Personality of the Year - Dalia Joseph, Compliance Officer, Oriel Securities Limited 
  • 2013 Award for Outstanding Long-Term Service to the Compliance Industry - Gordon McMurray, CEO, NRS Regulatory Services Ltd

Sponsors of the event include: CF10 Search, Compliance Recruitment Solutions, Implo, International Compliance Association, and Symes Collins.


Walthall, Drake & Wallace is pleased to announce that Matthew J. Jones, M.Acc., has joined its Cleveland office as a staff accountant. 

Jones comes from Grant Thornton where he worked as a staff accountant in its tax department since 2011, focusing primarily on federal tax matters for manufacturing clients. 

A graduate of Miami University with both a Master of Accountancy and a Bachelor of Science in Accounting, Jones recently passed all four sections of the CPA exam. 


Wedbush Securities, one of the nation's leading financial services providers, welcomes Michael Flynn, CFA, to its Capital Markets Group as managing director and head of the Municipal Securities Division. Flynn will lead the firm's Municipal Securities Division drawing on more than twenty years of experience at top-tier institutions. He is charged with the continued growth of Wedbush's municipal sales and trading capabilities in all regions reporting directly to Gary Wedbush, executive vice president and head of Capital Markets. 

Prior to joining Wedbush, Flynn led top-producing teams focused on both retail and institutional trading at major financial firms for the past two decades. He holds a Bachelor of Business Administration in Finance and Economics from the University of Notre Dame where he graduated with honors.


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