People & Firms on the move: Weaver restructures tax practice
July 6, 2018 2:23 PM
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LBMC promotes seven; Bennett Thrasher adds three partners; and more personnel and CPA office news.
ALABAMA
Warren Averett Asset Management, Birmingham, was named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers, recognizing top independent RIA firms from across the U.S.
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CALIFORNIA
George Savitsky, founder and managing principal of Savitsky Satin Bacon Bucci, Beverly Hills, received the Entertainment Accountant of the Year Award from Bill Harris and Ilan Haimoff, co-chairs of the annual CalCPA Education Foundation Entertainment Industry Conference on June 20. Savitsky was honored for his impact on entertainment business management and for his work with charitable organizations, including the Michael J. Fox Foundation, which received a $1,000 donation as part of this award. (Read the full story .)
Chad McArthur and Jerry Zhou were named partners at Hood & Strong, San Francisco.
Armanino, San Ramon, launched a combined risk assurance and advisory services practice. (Read thefull story .)
Chad McArthur and Jerry Zhou were named partners at Hood & Strong, San Francisco.
Armanino, San Ramon, launched a combined risk assurance and advisory services practice. (Read the
CANADA
Guy Jones, partner in the Toronto office of the professional practice group at EY, and a member of EY’s Global IFRS Committee, was appointed to the IFRS Interpretations Committee by the trustees of the IFRS Foundation.
FLORIDA
Michael Kohner was hired as principal-in-charge of the West Palm Beach office of HBK CPAs & Consultants.
GEORGIA
Bennett Thrasher, Atlanta, promoted three directors to partner: Chris Frederick in dispute, Gina Miller in valuation and forensics, and James Parks in international tax practices.
Porte Brown, Elk Grove Village, announced they have received the highest rating possible following a rigorous, independent peer review of their system of quality control as part of the Peer Review Program, a practice-monitoring program approved by the American Institute of CPAs.
Porte Brown, Elk Grove Village, announced they have received the highest rating possible following a rigorous, independent peer review of their system of quality control as part of the Peer Review Program, a practice-monitoring program approved by the American Institute of CPAs.
JAPAN
Goro Kumagai, senior fellow of the markets strategic intelligence department at Mizuho Securities Co., Tokyo, and a visiting professor of the Graduate School Management at Kyoto University, was appointed to the IFRS Interpretations Committee by the trustees of the IFRS Foundation.
KENTUCKY
Maddie Schueler joined the tax team in Louisville, and Katie Hunt joined the marketing team in Lexington, of Dean Dorton.
Dustin Deck was promoted to shareholder at Clark Schaefer Hackett, Ft. Mitchell.
Rebekah Tivitt was hired as a staff I accountant in the client accounting services division and Tara O’Shan was hired as a staff I accountant in the tax services and the audit and assurance services divisions at Riney Hancock CPAs, Owensboro.
Dustin Deck was promoted to shareholder at Clark Schaefer Hackett, Ft. Mitchell.
Rebekah Tivitt was hired as a staff I accountant in the client accounting services division and Tara O’Shan was hired as a staff I accountant in the tax services and the audit and assurance services divisions at Riney Hancock CPAs, Owensboro.
MASSACHUSETTS
Konrad Martin, CPA and CEO of Tech Advisors, Medfield and Needham, recently presented at a cybersecurity lunch and learn seminar in conjunction with Webster Bank and USI Insurance.
MICHIGAN
Douglas Martin was elected to shareholder at Moore Stephens Doeren Mayhew, Troy.
Julie Killian, director of assurance, was named a shareholder at Clayton & McKervey, Southfield.
Julie Killian, director of assurance, was named a shareholder at Clayton & McKervey, Southfield.
MISSOURI
Lauren Lock, Julie Tulla and Madison Wells were hired as staff accountants at KPM CPAs & Advisors, Springfield.
John Russo was hired as a wealth advisory partner at RuninBrown, St. Louis.
John Russo was hired as a wealth advisory partner at RuninBrown, St. Louis.
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NEW JERSEY
Michael Mertz is spearheading Bowman & Co.’s launch of a federal services practice as the federal services director. The practice is a major expansion of Bowman’s governmental services department.
Ryan Babiak, Joseph Cassano and Shawn Gillon were promoted to partner at WithumSmith+Brown, Princeton.
Ryan Babiak, Joseph Cassano and Shawn Gillon were promoted to partner at WithumSmith+Brown, Princeton.
NEW YORK
Hubert Klein, partner in the financial advisory services practice at EisnerAmper, New York, was named to the American Institute of CPAs’ Business Valuation Committee and treasurer of the Bergen County Bar Foundation, Hackensack, N.J.
Four members of Baker Tilly Virchow Krause hold leadership roles with the New York State Society of CPAs: Harold Deiters, a partner providing litigation, valuation and matrimonial consulting services, finished his tenure as president of the NYSSCPA and will move into the immediate past president role, serving as a director for the next year; Jean Han, also a partner providing litigation, valuation and matrimonial consulting services, is the chair of the business valuation committee; George Rubino, a tax manager in the private client group, is appointed chair of the taxation of individuals committee; and Patrick Yu, a partner in the health care/not-for-profit services practice group, will be chair of the not-for-profit organizations committee.
Magdalena Czerniawski was hired as a tax director in the nonprofit, government and health care group at Marks Paneth, New York.
John Bautista was hired as a principal in the valuation practice of UHY Advisors, New York.
CohnReznick, New York, was honored as Accounting Firm of the Year by association ACG New York and The M&A Advisor at the 8th Annual ACG New York Champion’s Awards Gala June 21 at the Metropolitan Club in New York.
Four members of Baker Tilly Virchow Krause hold leadership roles with the New York State Society of CPAs: Harold Deiters, a partner providing litigation, valuation and matrimonial consulting services, finished his tenure as president of the NYSSCPA and will move into the immediate past president role, serving as a director for the next year; Jean Han, also a partner providing litigation, valuation and matrimonial consulting services, is the chair of the business valuation committee; George Rubino, a tax manager in the private client group, is appointed chair of the taxation of individuals committee; and Patrick Yu, a partner in the health care/not-for-profit services practice group, will be chair of the not-for-profit organizations committee.
Magdalena Czerniawski was hired as a tax director in the nonprofit, government and health care group at Marks Paneth, New York.
John Bautista was hired as a principal in the valuation practice of UHY Advisors, New York.
CohnReznick, New York, was honored as Accounting Firm of the Year by association ACG New York and The M&A Advisor at the 8th Annual ACG New York Champion’s Awards Gala June 21 at the Metropolitan Club in New York.
NORTH CAROLINA
Gabrielle Eagle was hired as an associate in the audit and tax departments at Blackman & Sloop, Chapel Hill.
Susan Miller will become partner and serve as partner-in-charge of the Durham office of DMJ & Co.
Susan Miller will become partner and serve as partner-in-charge of the Durham office of DMJ & Co.
OHIO
Alyson Fieldman was hired as director of marketing at Skoda Minotti, Cleveland.
John Parks was promoted to shareholder at Clark Schaefer Hackett, Miami Valley.
John Parks was promoted to shareholder at Clark Schaefer Hackett, Miami Valley.
OKLAHOMA
Wymer Brownlee Wealth Strategies, Enid, announced a strategic growth plan to double client assets under management in the next six to eight years.
SWITZERLAND
Grensy Quintero was hired as a senior manager at Moore Stephens Emerson GmbH, Zurich.
TENNESSEE
Courtney Bach and Meredith Douglas were named audit and advisory division shareholders and Mark Johnson was hired to lead the health care cybersecurity division, at LBMC, Nashville. In other firm news, LBMC promoted five to senior manager: Robyn Barton in information security services; Lisa Berg, Buck Freeman and Drew McCullough in the audit department; and Port Campany in the consulting department.
TEXAS
Weaver, Houston, has restructured and expanded its tax services practice to include three groups: business tax services, private client services and investment fund services. As part of that restructuring, the firm announced that Sean Muller is the chief operating officer for all tax services; and business tax services is now led by partners Clint Siddons, promoted to partner-in-charge for the North Texas region, and Robert Henry, promoted to partner-in-charge for the South Texas region. And for the private client services group, Elizabeth Bunk was promoted to partner-in-charge for the South Texas region and Justin Reeves to partner-in-charge for the North Texas region. For the investment fund services group, Lisa Head was promoted to partner-in-charge of investment fund tax services. Working with Mark Watson, partner-in-charge of tax quality and risk management, are: Sam Wren, promoted to the partner-in-charge of business tax QRM, and Laura Roman, promoted to a new role as the partner-in-charge of tax education.
Mike De Laval and Jack Yeager were hired as managing directors in the forensic, litigation and valuation group at Whitley Penn, Houston. The firm also announced promotions: to senior manager, Cole Elliott, Elise Padgett, Katie Peck, Robert Pike, Kelly Shoulders, Rebecca Sierp, Sarah Speegle, Keleigh Wentworth; to managing director, Joshua Lynn; to manager, Garett Becker, Chase Beyrand, Lisa Evers, Colleen Hebert, Aaron Heimbuch, Chad Holmes, Jackson Jones, Suzanne McCoskey, Jeremy Nist, Andi Ramer, Bill Weston, Megan Widmayer, Kevin Wood and Katelyn Woods; to associate director, Will Barnes; to senior, Levi Bagwell, Jacob Baires, Kristen Barton, Angel Bertrand, Wyland Bewley, Julia Blevins, Caitlin Brennan, Marilyn Brewster, Bryant Burleson, Christian Carrion, Christine Cavett, Blake Chandler, Lily Chen, Jim Cummings, Karla Delgadillo, Julie Donahoe, Sam Dunson, Whitney Ford, Yolanda Garcia, Mitchell Gross, Pam Harton, Chelsea Hastings, Will Innes, Tyler Kirchmeyer, Jonna Lewis, Anna Martirosova, Brenda McClure, Leslie McGuire, Ross Miller, Joseph Miller, Elizabeth Montelepre, Hailey Mudrone, Stacie Orsburn, Heather Parker, Brittany Patterson, Ben Pearson, Jessica Pena, Daniel Pitts, Kelsey Reetz, Katy Restrepo, Jordan Robertson, Gina Romo, Janice Sechyi, Morgan Summers, Nathaniel Taylor, Jill Valenzuela, Terra Wakeland, Kendall Welfel, Chris Whelan and Barbara Wray; to associate, Phillip Brida and Alexis Le; to senior accounts receivable coordinator, Thyra Barnes; to senior billing coordinator, Mary Ann Griffith; to IT asset manager, Chris Ybarra; to assistant controller in oil & gas, Jackie Fagelson; and to senior oil & gas consultant, Jeff Howard.
Abe Varghese was hired as an audit manager at MaloneBailey, Houston.
Mike De Laval and Jack Yeager were hired as managing directors in the forensic, litigation and valuation group at Whitley Penn, Houston. The firm also announced promotions: to senior manager, Cole Elliott, Elise Padgett, Katie Peck, Robert Pike, Kelly Shoulders, Rebecca Sierp, Sarah Speegle, Keleigh Wentworth; to managing director, Joshua Lynn; to manager, Garett Becker, Chase Beyrand, Lisa Evers, Colleen Hebert, Aaron Heimbuch, Chad Holmes, Jackson Jones, Suzanne McCoskey, Jeremy Nist, Andi Ramer, Bill Weston, Megan Widmayer, Kevin Wood and Katelyn Woods; to associate director, Will Barnes; to senior, Levi Bagwell, Jacob Baires, Kristen Barton, Angel Bertrand, Wyland Bewley, Julia Blevins, Caitlin Brennan, Marilyn Brewster, Bryant Burleson, Christian Carrion, Christine Cavett, Blake Chandler, Lily Chen, Jim Cummings, Karla Delgadillo, Julie Donahoe, Sam Dunson, Whitney Ford, Yolanda Garcia, Mitchell Gross, Pam Harton, Chelsea Hastings, Will Innes, Tyler Kirchmeyer, Jonna Lewis, Anna Martirosova, Brenda McClure, Leslie McGuire, Ross Miller, Joseph Miller, Elizabeth Montelepre, Hailey Mudrone, Stacie Orsburn, Heather Parker, Brittany Patterson, Ben Pearson, Jessica Pena, Daniel Pitts, Kelsey Reetz, Katy Restrepo, Jordan Robertson, Gina Romo, Janice Sechyi, Morgan Summers, Nathaniel Taylor, Jill Valenzuela, Terra Wakeland, Kendall Welfel, Chris Whelan and Barbara Wray; to associate, Phillip Brida and Alexis Le; to senior accounts receivable coordinator, Thyra Barnes; to senior billing coordinator, Mary Ann Griffith; to IT asset manager, Chris Ybarra; to assistant controller in oil & gas, Jackie Fagelson; and to senior oil & gas consultant, Jeff Howard.
Abe Varghese was hired as an audit manager at MaloneBailey, Houston.
VIRGINIA
Florena Fay Paurillo, accountant at Hantzmon Wiebel, Charlottesville, gained her United States Citizenship after more than 10 years in the country and helping Hantzmon Wiebel clients with their federal and state taxes.
Monica Modi Dalwadi, partner at Baker Tilly Virchow Krause, Tysons, was presented with The National Kidney Foundation All-Star Award in recognition of her work for the organization.
Thompson Greenspon, Fairfax, was named one of The Washington Post’s 2018 Top Workplaces in the Washington, D.C. area, for the fifth year in a row, based solely on employee feedback gathered through an anonymous third-party survey administered by research partnerEnergage , LLC, which measures several aspects of workplace culture.
Monica Modi Dalwadi, partner at Baker Tilly Virchow Krause, Tysons, was presented with The National Kidney Foundation All-Star Award in recognition of her work for the organization.
Thompson Greenspon, Fairfax, was named one of The Washington Post’s 2018 Top Workplaces in the Washington, D.C. area, for the fifth year in a row, based solely on employee feedback gathered through an anonymous third-party survey administered by research partner
