ARIZONA

Kaylan Brushwood was promoted to principal at BeachFleischman, where she has worked since 2012 and currently leads the estate and trust practice. 

CALIFORNIA

Deepa Bhat was elected managing partner at Abbott, Stringham & Lynch, Campbell, effective Jan. 1, succeeding Carol Wagner, who has served in the role since 2020 and will continue at the firm as an assurance principal. The firm's seventh managing partner and third woman MP since the firm's inception in 1977, Bhat joined ASL in 2004 as an assurance staff accountant.

CONNECTICUT

The Financial Accounting Standards Board appointed six new members to its Not-for-Profit Advisory Committee: Jeanne Dee, partner, Anders CPAs + Advisors; Robert Dobbins, senior director, S&P Global Ratings; Andy Gutierrez, chief financial officer, ProHealth Care Inc.; Anat Kendal, chief financial and business operations officer, Pancreatic Cancer Action Network; Ellen Labita, partner, Baker Tilly US; and Sheryl Madden, deputy CFO and controller, The Kresge Foundation.

ILLINOIS

RSM US LLP
Photo courtesy of RSM US LLP
RSM US, Chicago, announced its 2024 class of partners and principles, effective Jan. 1, with the full list available here

INDIANA

Oak Street Funding, an Indianapolis-based First Financial Bank company specializing in loan products and services for insurance agents, CPA firms and financial advisors, became a member of The Wealth Engineering Family of Companies' Expert Sourcing Consortium. 

NEW JERSEY

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Luis Fonzo
Brian Bouman/Memory Creations
Luis Fonzo was hired as an audit and assurance team partner at RRBB and managing member at RRBB Advisors. 

NEW YORK

Charles Kavanagh was hired as an assurance partner at CohnReznick, New York. 

Cameron Rosenecker was promoted to manager at Brisbane Consulting Group, Buffalo. 

PENNSYLVANIA

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Rebecca Norris
Rebecca Norris was promoted to member in the tax department at Isdaner & Co. 

Brown Schultz Sheridan & Fritz, Camp Hill, has officially become Brown Plus after announcing the new name in December, and also revealed its new branding and tagline, "See what's possible." 


TENNESSEE

PYA, Knoxville, promoted: Zachary Doolin, Jason Hardin and Matthew Warren to equity principals; Ericka Beane, Luke Hilt, Erin Walker and Kimberly Watson to consulting manager; Mary Berg and Courtney Flowers to tax manager; Corbin Brown, Heidi Morgan and Michelle Smith to consulting senior; Connor Fitzgerald and Mimi Grachek to audit and assurance senior manager; John Garrett and Hillary Mehta to audit and assurance manager; and Riley Gennoe to consulting staff.

VIRGINIA

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Clarissa Hoffman
Clarissa Hoffman and Mark Wheeler were admitted into the partnership at Hantzmon Wiebel, Charlottesville, which they joined in 2011 and 2012, respectively. In other firm news, partners Richard Busofsky and Glenn Lankford, retired from the firm on Dec. 31, 2023. Busofsky began his career in public accounting in 1980 and joined Hantzmon Wiebel in 1988, and Lankford joined the firm in 1990.

WASHINGTON

Moss Adams, Seattle, promoted to partner, in the Portland, Oregon, office: Irina Antonache in tax credits and incentive services; in San Francisco: Sam Battle in the real estate practice, Jeff Driesen in international tax services, Chris Hughes in financial services, and Ryan Petrucelli in due diligence services; in Seattle: Lisa Dion in the technology practice and Lisa Swartos in the real estate practice; in Medford, Oregon: Breanne Eagles in the automotive and dealer services practice; in the Orange County, California, office: Nick Fusca in financial services and Ayman Soliman in the construction practice; in Santa Rosa, California: Nicholas Hansen in manufacturing and consumer products; in Kansas City: Pat Hoppa in the communications and media practice; in Dallas: Mo Huda in state and local tax services, Jeff Norman and Kyle Pennington in health care consulting services; in Spokane, Washington: Kyle Krzyznieski in financial services; in Tacoma, Washington: Jesse Proctor in transportation and logistics; in the Portland, Oregon, office: Kyle Sund in tax credits and incentive services; in San Diego: Angie Vannatta in the real estate practice; and in Silicon Valley: Lu Zhang in international tax services. Additionally, the firm appointed to managing and executive director, in Seattle: Sharon Glenn, general counsel, Shane Griffiths, state and local tax services, Gus Mesmer, tax services, Jose Romero, M&A tax services; Michael Chmelik, M&A tax services, in Denver; and Stephanie Melton, private clients practice, in Albuquerque, New Mexico. 
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