Company Announcements: Week of August 27, 2012

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Abalos & Associates, PLLC has announced that Sandy Abalos, CPA, managing partner, attended the Institute for Economic Empowerment of Women (IEEW)'s PEACE THROUGH BUSINESS graduation ceremony in Washington, DC, on July 23-24. IEEW is committed to empowering women to grow their businesses, pursue greater entrepreneurial ventures, and become active public policy advocates. The PEACE THROUGH BUSINESS program provides education, mentorship, and coaching to women entrepreneurs from Afghanistan and Rwanda, with the understanding that economically stable societies have a much greater capacity for peace.

Abalos, a member of the IEEW board of directors, was joined at the graduation ceremony by Afghan Ambassador Eklil Ahmand Hakimi, Rwandan Ambassador James Kimonyo, and U.S. Ambassador-at-Large for Global Women's Issues Melanne Verveer. 

"As American businesswomen, we often take our success and ability to influence others for granted. These courageous women from Afghanistan and Rwanda are heroes for aspiring entrepreneurs everywhere", said Abalos. "Through IEEW and PEACE THROUGH BUSINESS, we hope to equip the next generation of women leaders to thrive, even in the most difficult of environments." 


The local accounting firm of Abeles and Hoffman, PC is pleased to announce the addition of Michele Duvall, CPA to its professional staff. In her role as a senior accountant, Duvall will provide comprehensive tax services to the firm's clients. Prior to joining Abeles and Hoffman, Duvall served as a senior accountant at Niederhauser & Davis in Park City, Utah. Duvall received her Master of Accounting from the University of Utah in 2010. In 2006, she graduated from Missouri State University with a BS in accounting. 


Kicking off in August, AccentCE will begin providing webinars, self-study, and on-location educational opportunities for those who need continuing education credits or simply want training and information for themselves or their staff. Topics cover a broad range of business, tax, and technology subjects. 

The intention of AccentCE is to provide interesting and relevant subject matter using excellent speakers with expertise in the subjects they teach. Using easy-to-understand examples and real-life factual situations, students will enjoy the learning process and better retain the information. Classes can be accessed via the popular live webinar format requiring no travel, no test, and causing no parking headaches. Also, self-study classes with online testing provide the ultimate convenience and flexibility for professionals whose busy schedules are unpredictable. For businesses that desire training brought in-house, AccentCE classes are tailored to the training needs of the business, providing cost savings and time efficiencies. AccentCE is a subsidiary of Indiana-based Kemper CPA Group LLP. 


Belfint, Lyons & Shuman, PA (BLS) is pleased to announce our renewed corporate brand, which is revealed in our new logo and website. After surveying people close to the firm, BLS realized a need for a renewed logo and website that better reflected the personalized services we offer. We are more than tax preparers and auditors; we are advisors who genuinely want to hear our client's goals and concerns and help them find the best solutions. We also needed a better way to share valuable information and the depth of resources we offer to our clients, referral sources, and friends, which we are achieving through our website. 

"The updated website accentuates our new brand and gives our clients, referral sources and friends a medium to obtain up-to-date information regarding tax law changes and reforms and changes in financial reporting, in addition to our monthly blogs and newsletters", said Barry A. Crozier, CPA, managing director of BLS.

In addition, BLS was recognized as one of the 2012 Top Workplaces by the News Journal.

The Top Workplaces program awards Delaware organizations based solely on the opinions of employees. A total of eighty-four employers, representing a wide range of industries, participated in the 2012 Top Workplaces program. BLS was previously recognized as a News Journal's 2011, 2010 Top Workplace, and 2009 Best in the Business - Best Place to Work. 

Barry Crozier, CPA, managing director, states",This is a great honor for us as a firm and for every person on our team. We are happy to be once again recognized as one of the Top Workplaces. Everyone in our firm takes our mission of providing exceptional services through exceptional people very seriously and this recognition is certainly a positive reflection of our dedication."


EisnerAmper LLP announced that Dana Smith has joined the firm as a partner in the firm's Litigation Services practice. Smith provides expert witness services in intellectual property and complex commercial disputes. Her forensic accounting experience also includes assisting clients in post-acquisition disputes, fraud investigations, insurance claims, and in performing contract compliance examinations.

Smith has consulted for clients in many sectors, including software, pharmaceutical, biotechnology, medical device, manufacturing, high technology, financial services, and the service industry. Prior to joining EisnerAmper, she was a principal with a regional accounting firm and a director with a Big 4 firm. Smith graduated from Bucknell University with a bachelor's degree in accounting, and she earned an MBA from the Wharton School at the University of Pennsylvania.


Elliott Davis, LLC is pleased to announce the addition of Helen Dowbak, CPA, as an assurance manager in its Greenville, South Carolina, office. Dowbak, who has five years of experience, will focus on auditing manufacturing, distribution, and other commercial companies, including US subsidiaries of foreign-owned businesses as well as auditing employee benefit plans. She holds a BA in accountancy and Spanish from Wofford College, and a Master of Accountancy from Clemson University. 


Fuoco Group LLP is proud to announce the merger of AIB Forensics to form Fuoco Fraud & Forensics LLC, doing business as Fuoco Forensics, a division of Fuoco Group that will focus on analyzing, interpreting, summarizing, and presenting complex financial and business-related disputes resulting from legal proceedings, financial investigations, and mediation. The merger with AIB Forensics will expand Fuoco Group's forensic accounting and litigation support services beyond its current focus in the Metro New York and Northeast to the Southeast, especially Florida.

Fuoco Group also welcomes and names Alan I. Blass, CPA, CFE, director within the Forensics division. "Alan will greatly enhance our forensic and litigation support experience", said Managing Partner Lou J. Fuoco, CPA. "Alan brings not only a depth of expertise, but an entrepreneurial spirit to our firm."


Los Angeles-based CPA firm, Holthouse Carlin & Van Trigt LLP (HCVT), is pleased to announce the addition of a Dennis Ito as a new tax partner to its Encino office. He provides income, retirement, and estate tax compliance and consulting for private business owners, investors, retirees, and executives. For the past six years, Ito owned and managed his own practice. 

He spent over thirty years at KPMG where he worked in the Middle Market, Private Business Advisory Services, Personal Financial Planning and Global Wealth Services practices in Los Angeles and San Francisco. Ito holds a business degree from USC and serves on the advisory board for the Leventhal School of Accounting. 


Lattimore Black Morgan & Cain, PC (LBMC) is proud to announce the selection of several top employees in vital roles for the Tennessee Society of Certified Public Accountants (TSCPA) in 2012/2013. The TSCPA is the premiere professional association for more than 9,000 CPAs residing and practicing in Tennessee. It encompasses all areas of public practice, government, education, business, and industry.

LBMC founder and comanaging partner David Morgan, CPA, PFS, is chair of the TSCPA Finance Committee. Morgan has a wide range of experience in accounting, auditing, and tax. In addition to working with family owned businesses, he also heads the firm's Family Office practice where he works with high-wealth individuals and family groups. He is a summa cum laude graduate of Tennessee Technological University with a degree in accounting.

John Mark McDougal, CPA and partner-in-charge of Accounting and Assurance Services, chairs the TSCPA Industry Conference Task Force. McDougal has diversified experience in a variety of industries, including manufacturing and distribution, retail, employee benefit plans, investment partnerships, not-for-profit organizations, insurance, and Sarbanes-Oxley internal control matters. He is a summa cum laude graduate of Murray State University with a BS in accounting. He also obtained his MBA from Murray State University.

Briana J. Mullenax, CPA and senior manager in Tax Services, was elected president of the TSCPA Nashville Chapter, which includes twenty counties. Her eight plus years of public accounting experience include providing accounting and tax services for clients in a wide range of industries, including manufacturing, distribution, food service, construction, health care, nonprofit organizations, and financial institutions. Mullenax is a graduate of Middle Tennessee State University where she received her BS in accounting.

Mason Barrick, CPA and senior manager in the LBMC tax division, is the chair of the TSCPA Tennessee State Tax Committee. Barrick has diversified experience with a variety of industries, including thirty-four years of experience in state taxation, particularly sales tax and corporate income tax. He is a graduate of the University of Tennessee with a BS in business administration and a major in accounting.

Ben M. Alexander, CPA, CSEP and tax manager in the Knoxville office, is a past president of the TSCPA Knoxville Chapter and sits on the advisory council. He also serves as a member of the Board of Trustees of TSCPA's Educational and Memorial Foundation. Alexander is experienced in estate, trust, and gift taxation and has diversified accounting and tax experience in various industries, including manufactured mobile homes and retail travel centers. He is a graduate of the University of Tennessee-Knoxville where he earned a Master of Accountancy and a bachelor's degree in business administration. 

M. David Haddock, Jr., CPA and LBMC's director of training, was recently elected chairman of the board for the TSCPA. He has an MS degree and a business administration undergraduate degree from the University of Tennessee, Knoxville. Haddock completed his Doctor of Education in Administration of Higher Education at Auburn University.

Lattimore Black Morgan & Cain, PC (LBMC) is proud to recognize Mark Blackburn, CPA, partner in the Accounting and Assurance Services Division, for his appointment to the Executive Committee of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. The Center is a voluntary membership organization for firms that perform, or are interested in performing, ERISA employee benefit plan audits. The mission of the Center is to help CPAs meet the challenges of performing quality audits in this unique and complex area. 

Blackburn leads LBMC's employee benefit audit practice and has more than eighteen years of plan audit experience. His experience includes defined contribution, defined benefit and health and welfare plan audits; both limited-scope and full-scope audits for publicly traded and privately held businesses. He is a graduate of the University of Alabama, with both a BS in business administration and a Master of Accountancy.

Lattimore Black Morgan & Cain, PC (LBMC) has added Brooke Mullican and Katherine Givens in its Brentwood (Nashville) office.

Mullican joined the accounting firm in a staff position in the risk services department. She earned a bachelor's degree from Middle Tennessee State University and is currently pursuing a master's in information security from Lewis University. She is a Certified Ethical Hacker and has received the CompTIA Security+ Certification. Mullican is an active member of the Information Systems Security Association (ISSA), Information Systems Audit and Control Association (ISACA), and Women in Technology of Tennessee (WITT). With the increasing demand for securing information and the overall growth of risk services at LBMC, she is a valuable addition to the LBMC team.

Givens has joined the accounting firm in a staff position in the family office department. She previously worked as a tax intern at Faulkner, Mackle & Cochran, PC. In her new role, she will be working with high-wealth individuals and families, along with their businesses, assisting with their day-to-day financial affairs, allowing them to spend time on things most important to them. Givens is a graduate of Tennessee Tech University with a bachelor's degree in accounting.

LBMC Employment Partners, LLC, a member of the LBMC (Lattimore Black Morgan & Cain, PC) Family of Companies, has added Kimberly Kosier in its Knoxville office and April Johnson in its Brentwood (Nashville) office.

Kosier joins as an HR assistant. She will provide assistance to clients as well as internal support in the area of human resource consulting. She previously served as the front office coordinator for the Knoxville office for the past seven years. 

Johnston has joined as an HR manager. She brings excellent customer service skills to the team as demonstrated in her previous job as HR coordinator at Meharry Medical College. In her new role, she will be assisting clients with various HR solutions and employee-related matters, such as regulatory compliance, benefits administration, and personnel management. Johnston is a graduate of Lipscomb University with a bachelor's degree in communications. 

LBMC Managed Security Services, LLC, a member of the LBMC (Lattimore Black Morgan & Cain, PC) Family of Companies, has added Ashley Barton in its Brentwood (Nashville) office.

Barton joins the team in a business development position. His previous experience working with the health care and legal industries as well as Fortune 500 companies will further enable him to work closely with clients, providing solutions to secure and safeguard their technology infrastructure. Barton previously worked for Vital Records Control in a vice president position. He is a graduate of the University of Missouri in St. Louis.


The CPA firm of Leone, McDonnell & Roberts Professional Association recently announced the promotions of Angela Zakon, CPA; Jason Gaskell, CPA; Christopher McKay, CPA; and Isaiah Warren.

Zakon, formerly a senior accountant, joined the firm in 2008. As a supervisor, she will be the go-to professional for her clients in the areas of accounting, tax, internal controls, and other related areas. Specifically, Zakon will be providing comprehensive audit, review and compilation services for nonprofit and for-profit clients; tax planning and preparation services for individuals, partnerships, corporations, homeowners associations, and nonprofit organizations; and lastly, bookkeeping and payroll support. Outside of her client responsibilities, she will be presenting training classes at local organizations and supervising, training, scheduling and evaluating staff. Zakon received her BS in accountancy from Case Western Reserve University in Cleveland, Ohio, where she graduated cum laude. 

Gaskell, formerly an in-charge accountant, joined the firm in 2009. In his new role as senior accountant, he is responsible for supervising and completing review and audit client engagements as well as tax preparation for various business entities and individuals. He graduated cum laude from the University of New Hampshire where he received his BS in business administration with a concentration in accounting and finance. 

McKay joined the firm in 2009. Previously an in-charge accountant, he now serves as a senior accountant. In addition to his internal supervising and training responsibilities, McKay will be assisting in the completion of client financial statements, tax returns and other special project services. He graduated cum laude from the University of New Hampshire earning a BS in business administration with a concentration in accounting. 

Warren joined the team in 2011. Previously a staff accountant, he now serves as an in-charge accountant. In his new position, Warren will be providing audit and tax services to the firm's clients. In addition, he will help with training the firm's staff accountants. Warren earned his Master of Science in Accounting and a BS in business administration with a concentration in accounting from the University of New Hampshire. Warren graduated magna cum laude in his undergraduate program. 


The local accounting firm of Lewis & Knopf, CPAs, PC is pleased to announce the addition of Kami Dean to its professional staff. In her new role, Dean serves as a junior staff accountant. She previously worked for the firm as an intern for the 2012 tax season. Her current responsibilities include providing tax return services to high-net-worth individuals and assisting in audit work for auto dealership and school district clients.

Dean graduated from Baker College in 2011 with a Bachelor of Business Administration in accounting.


Lohman Company, PLLC is pleased to announce its new membership in Local First Arizona. With over 1,800 members, the focus of Local First Arizona is to encourage business between members and to enlighten Arizona residents about the economic and environmental benefits of "local shopping." Local First has over 3,600 consumers of its monthly newsletter, 21,000 social media followers, and its website receives over 60,000 views per month.

"Joining Local First Arizona will provide numerous ways to connect with other Arizona businesses and presents a unique opportunity to help grow our local economy", said Jay Lohman, CPA and president of Lohman Company. "We are excited about making a positive contribution to the Arizona business community and look forward to the many networking and educational opportunities this will bring."


Nexia International announced August 20 that the recently merged top twenty US accountancy firm combining J.H. Cohn LLP and Reznick Group has confirmed its membership of the global network, strengthening Nexia International's presence in the United States and elevating it to the top ten global accounting networks. 

The two firms combined to create the eleventh largest US accounting firm, with revenues of $450 million in the United States and 2,000 staff in twenty-five offices. The merger has allowed both J.H. Cohn and Reznick Group to extend their US presence, with virtually no geographical overlap.

Kevin Arnold, executive director of Nexia International, said",The merger of J.H. Cohn and Reznick Group is the most significant in the US market since CliftonLarsonAllen was formed earlier this year. In both cases, the merged firms have chosen to join Nexia International, reinforcing our position as the network of choice for leading global accountancy firms and demonstrating our continued commitment to consolidating our presence within the region."

J.H. Cohn CEO Thomas Marino said of the merger",It provides strong and unprecedented industry experience in areas such as real estate, renewable energy, hospitality, manufacturing and distribution, capital markets, government, construction, life sciences and technology, and valuations."


Pannell Kerr Forster of Texas, PC (PKF Texas), the Houston-based accounting and technology consulting firm specializing in Microsoft Dynamics NAV, has been awarded the Gold Enterprise Resource Planning (ERP) Competency

Microsoft changed its partner program last year and made it much more difficult to obtain and earn a Gold Competency. Some of the new requirements include:

  • A more rigid set of Microsoft Methodologies to be mastered and obtained.
  • A more rigid set of current Dynamics NAV capabilities to be mastered and obtained.
  • Having multiple people certified in each of the requirements above.
  • Customer testimonials.
  • A confidential Customer Satisfaction Index score.
  • Customer retention requirement of greater than 85 percent.

"Our achievement places PKF Texas in the top 1 percent of Microsoft's ecosystem and demonstrates our 'best in class' capability and market leadership within a Microsoft Dynamics NAV and provides a clear differentiation of our firm in the marketplace", said Gregory Price, CPA, director of Consulting Solutions. 


ParenteBeard announced the promotion of John Reynolds as a principal in the firm's audit and accounting practice. He is based in the firm's Wilkes-Barre office. Previously a senior manager, Reynolds has been a member of the ParenteBeard team for more than seventeen years. He is the accounting and audit director for the firm's Northern Pennsylvania region. His experience includes audits, reviews, compilations, and tax services, with a service line focus in commercial enterprises. 

He is a graduate of LEAP (Leadership, Entrepreneurialism, and Achievement at ParenteBeard), the firm's unique three-year leadership development program. Reynolds earned a BS in accounting from the University of Scranton.

"John is an integral member of our audit and accounting practice and brings deep expertise and knowledge in all areas of quality assurance to our firm", stated Chief Risk Officer Phil Santarelli. "His substantial contributions to our firm's National Quality Office merit this well-earned promotion."

ParenteBeard is pleased to announce the release of a new white paper, 2010 Healthcare Legislation Provisions to Take Effect in 2013, which clarifies the 2010 Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act. Both individuals and businesses will benefit from this piece that breaks down the complexities of the Health Care Act into more manageable sections for consumers.

ParenteBeard's leading tax and benefits experts contributed to this paper and detail the new provisions in a streamlined and relatable overview.  This important thought leadership piece features an extensive look at the tax provisions for businesses and individuals and reporting and operational changes and includes detailed next steps and time lines for those affected. Also included are provisions with effective dates deferred until 2013 to emphasize the importance of early planning.


Rothstein Kass, a professional services provider, announced that Andrew Bentley has joined the firm as a principal and the leader of the Tax Practice in its soon-to-be-opened Boston office. Bentley brings more than fourteen years of Big Four public accounting experience to the team, with a specialization in the taxation of alternative investments.

He is the latest high-profile addition for Rothstein Kass in Boston, where the firm expects to have more than thirty professionals when it officially opens an office in the fall. In his role, Bentley is responsible for providing tax expertise to the firm's Boston-based clients and is also responsible for business development as it relates to the tax practice. 


The members of Smith Elliott Kearns & Company, LLC are pleased to announce that Edward D. Warren has joined the firm as Director of Marketing. Warren's focus will be to facilitate growth in each of the firm's regional offices as well as within the firm's niche service areas. He will have responsibility for all aspects of marketing, communications, and new business development.

Warren earned a bachelor's degree in business administration from the University of Baltimore and an MBA from Loyola University of Maryland. He has over twenty-five years of sales, marketing, business development, and general management experience. He has specialized in helping businesses grow by focusing on profitable growth, building successful sales teams, and building long-term relationships with clients. 


Wipfli LLP, a CPA and consulting firm, announced today that it has expanded its strategic advisory services practice for financial institutions with the recent addition of Ron Slater as a senior manager. Slater brings forty years of banking leadership experience to the firm's financial institutions practice and its clients, and he specializes in providing strategic planning, board governance, c-suite consulting, and merger and acquisition services to clients.

Prior to joining Wipfli, Slater was president and CEO of Bankers' Bank in Madison, Wisconsin, and served in the same capacity on all subsidiary and holding company boards. He has a broad background in governance, incentive compensation modeling, and many other consulting services to offer the financial industry.

Slater holds a Bachelor of Business Administration in sales/marketing and accounting from Madison Business College in Madison, Wisconsin, and has completed the program at the University of Wisconsin's Graduate School of Banking, where he focused on bank administration.


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