CALIFORNIA
After serving as managing director of Gumbiner Savett Inc. for nearly 10 years, Michael Savoy, CPA has decided to step down from his position as the head of the leadership team of the firm. Savoy will assume a role as a full-time client service partner, using his tax and accounting skills of over 40 years with middle market companies and individuals.
Kevin Kiyan, Ph.D. has taken on the role of managing director in the US National Tax office Andersen Tax’s. Kiyan's practice will focus on transfer pricing. Prior to Andersen Tax, Kevin was an executive director at EY and responsible for leading the Transfer Pricing and Economics practice in Los Angeles. His practice covered all facets of transfer pricing including planning analyses, documentation, controversy, advanced pricing agreements and IP migration, among others. He also led the firm’s transfer pricing efforts in the Engineering and Construction industry, and used his background in systems architecture to help clients improve their transfer pricing data reporting systems and processes.
PwC US announced 18 partner promotions in its San Francisco and Silicon Valley offices. See the list of new partners
HONG KONG
Yoichiro Ogawa has been appointed as the new global managing director for Asia Pacific firm of Deloitte Touche Tohmatsu Limited. He assumes the new role starting 1 June 2015 for a term of four years. Ogawa's appointment is part of the new leadership team put in place by Punit Renjen, the new DTTL Global CEO whose term also commenced on 1 June 2015. Punit Renjen succeeds Barry Salzberg, who has served as Global CEO for the past four years.
ILLINOIS
James Wagner has been named partner-in-charge of Sikich LLP’s manufacturing and distribution practice. Wagner will assume his new responsibilities while continuing to serve as a partner in Sikich’s Milwaukee office and working with local middle-market businesses and their owners. His core areas of specialization include cash flow analysis, multi-state tax issues and sales and use tax compliance.
INDIANA
Kruggel Lawton CPAs is pleased to announce that James Champer has joined the firm as a senior manager based out of their South Bend, Ind., office. Champer has over 20 years of public accounting experience, with a primary concentration in corporate, partnership, nonprofit, fiduciary, and individual taxation. His experience also includes service at the University of Notre Dame in the role of fund manager for the Controller Department, as well as accounting manager for Goodwill Industries of Michiana, Inc.
MARYLAND
DeLeon & Stang’s partner, Allen DeLeon, has been elected to the Chamber Dance Project Board of Directors and Treasurer. The Chamber Dance Project is a non-profit company of professional dancers and musicians that are dedicated to redefining contemporary ballet in partnership with live music in intimate settings heightening the impact on audiences. They are dedicated to sharing their art and exposing it to a diverse audience.
MISSOURI
Christopher Lydon will be admitted into the partnership of PwC US on July 1, 2015. Lydon will be admitted as a principal in the risk assurance practice, specializing in internal audit. He brings over 16 years of experience working with risk management, internal controls, compliance and corporate governance matters. Lydon serves clients in the Midwest and also supports other key national clients, helping executives and boards with their most challenging risks. Peter Aje and Jason McAdamis were named partners at RubinBrown in the firm’s Tax Services Group.
NEW JERSEY
Joseph Damiano has been named co-managing partner of SaxBST LLP. Damiano joined SaxBST in 1995 and was named partner in 2004. He is a member of SaxBST’s executive committee and compensation committee, and has been instrumental in the growth of the organization as the partner in charge of marketing and business development, as well as leader of the firm’s highly regarded Construction Industry Services Group. Along with Co-Managing Partner Joseph A. Torani, CPA, Damiano will be responsible for leading SaxBST’s strategic growth initiatives, staff development and overall management of the firm.
NEW YORK
David Rock has joined Grant Thornton LLP as a Corporate Advisory & Restructuring Services principal, based in the firm’s New York office. In this role, he will work with health care organizations in transition and their stakeholders, evaluating financial and operational issues affecting performance and assessing strategic alternatives. Rock has more than 20 years of experience in the health care sector, leading initiatives related to strategic planning, operations, process improvement, leadership development and financial management for hospitals and health care systems. Barb Renner has been appointed vice chairman, Deloitte LLP and leader of the consumer products practice in the United States. Renner succeeds Pat Conroy, who will continue serving Deloitte's consumer products clients. The New York State Society of Certified Public Accountants has elected Joseph Falbo of Grand Island, N.Y., as its new president during its 118th Annual Election Meeting and Dinner held May 14 at the Eventi Hotel. The Association of Chartered Certified Accountants announced that Siobhan Pandya has begun serving a two-year term as Chair of its Chapter Network. Actively involved in ACCA USA, she qualified as an ACCA member in 2005, and has been in the role of Dallas Chapter Head and Committee Member since 2007. Pandya has served as Senior Continuous Improvement Practitioner at Shell in Texas since June 2011. She started her career in Shell Oil Products in 1999 in the Shared Service Centre in Glasgow. She then moved to Manchester and London to fulfill various accounting and finance roles before making her final move to Dallas, where she now resides. Pandya received a B.Sc in Applied Accounting at the University of Oxford Brookes’ Business School, and a B.Acc. in Accountancy, Business Finance, Auditing, Taxation, International Financial Accounting and Public International Law at the University of Glasgow. Frank Longobardi has been elected to serve as the next chief executive officer of CohnReznick LLP. Longobardi will take office on October 1, 2015 when current co-CEOs, Ken Baggett and Tom Marino, step down pursuant to the terms of the partnership agreement. Both Baggett and Marino will remain members of CohnReznick’s executive board. Kevin Kelly has joined Grant Thornton LLP as a partner in the firm’s audit practice, based in New York. Kelly has more than 20 years of experience in financial accounting, audit and advisory services, focusing on the retail and apparel industry. He has extensive experience in acquisitions and divestitures, Securities and Exchange Commission reporting and compliance, public offerings, risk management and process improvement, internal audit, internal controls, due diligence and team development. Dorene Robotti has joined CBIZ as a director in its Corporate Recovery Services practice. Prior to her involvement with the restructuring and insolvency industry, Robotti spent more than 20 years as a corporate lawyer and human resources executive in both the public and private sectors. She began her career as a management labor lawyer.
NORTH CAROLINA
Rachel Sutton and Crystal Lepine-Arrington have joined Blackman & Sloop CPAs as a staff accountant in the firm’s small business services department. Jennifer Lewis has joined the firm as a manager in the firm’s tax department. The PhD Project has appointed DHG chief operating officer Kent Satterfield as its new chair,
OHIO
Jennifer Moore, Esq. and Jonathan King have joined Whalen & Company as tax staff members. In their new role, they will prepare federal, state and local income tax returns for businesses and individuals. Moore will also perform various accounting duties for firm clients.
TEXAS
MaloneBailey has promoted three senior audit managers to partner. Jeff Labay and Jimmy Thompson, have each been promoted to audit partner in the firm’s Houston office, and Jaddy Wang has been promoted to audit partner in the firm’s Shenzhen office in China.
VIRGINIA
Lynne Gummo has been appointed to partner at CohnReznick. She is a member of the Government Contracting Industry Practice, which performs traditional audit and tax services while helping contractors address complex regulatory requirements and employ industry best practices. George DelPrete, a principal with Grant Thornton LLP, will present the results of the Grant Thornton-Professional Services Council 2015 Federal CIO Survey on June 8 at The PSC Acquisition and Technology Conference, ACQTECH 2015. This is the 25th annual survey of federal CIOs, and it will offer significant insights into the issues they currently face. DelPrete will speak at 1:15 pm in Grand Ballroom Salons IV-VIII at the Fairview Park Marriott, 3111 Fairview Park Drive, Falls Church, VA 22042. The conference will run from 7:30 am - 5:30 pm. The Virginia Society of Certified Public Accountants has announced its officers and Board of Directors for the 20152016 fiscal year. Lisa Germano, of Actuarial Benefits & Design Company in Midlothian, is the new chair of the Board. James Phillips, of KPMG in Richmond, in will serve as chair-elect. The following VSCPA members were named vice chairs: Marc Filer of PricewaterhouseCoopers in McLean; Staci Henshaw, of the Virginia Auditor of Public Accounts in Richmond; Victoria Jones of Jones & Company CPA LLC, in Crozet; and Gary Thomson of Dixon Hughes Goodman in Glen Allen. At-large Board members include: Tara Adams of Jones, Adams & Delp, in Wytheville; Dian Calderone, of Hunt & Calderone in Newport News; Henry Davis of Virginia Commonwealth University in Richmond; Jaime Lynn Dernar of Washington Speakers Bureau, Inc., in Alexandria; Jennifer Duff, of Management Stack in Salem; Richard Groover of Wall, Einhorn & Chernitzer in Norfolk; William Hardy of Harris, Hardy & Johnstone in Richmond; Bradley Haun of Union First Market Bankshares in Bowling Green; Jill Mitchell of Northern Virginia Community College in Annandale; and Mike Wagner of Grant Thornton in Alexandria.
WASHINGTON
PwC US announced that they will be adding five partners to the Pacific Northwest practice in Seattle and Portland. Michael Gibbs, Meredith Mahoney, Sean Torcasi, Trevor Tyacke and Bob Woods will be admitted into the firm's partnership, effective July 1, 2015.
WASHINGTON, D.C.
The Internal Revenue Service has appointment seven new members of the Advisory Committee on Tax Exempt and Government Entities, which will present reports and recommendations to senior IRS executives at its next public meeting on June 17. The seven new members of the ACT are listed below and grouped by their relevant project team: In the Employee Plans; Susan Bernstein, of New York. Bernstein has been special counsel at Schulte, Roth & Zabel LLC, a New York law firm, for over 20 years. She has worked with defined benefit; defined contribution, non-qualified and welfare benefit plans. Her clients include single, multiple and multi-employer plans as well as church plans and plans of not-for-profit organizations. She has written numerous articles on retirement plans in addition to being a frequent speaker on employee benefit topics. Bernstein has her Juris Doctorate from the Benjamin N. Cardozo School of Law and is a member of the New York Bar. Judith Boyette of San Francisco. Boyette is a partner in Hanson Bridgett LLP, a San Francisco law firm, and is head of the firm’s Employee Benefits Group. Prior to joining her law firm, she spent more than 10 ten years at the University of California as the Associate Vice President of Human Resources and Employee Benefits. Her clients include single employer plans, 403(b) plans, church plans and governmental plans. Boyette has her Juris Doctorate from the Hastings College of the Law and is a member of the California Bar. In the Exempt Organizations; Natasha Cavanaugh of Seattle. Cavanaugh is a tax attorney for the Bill & Melinda Gates Foundation. She also served as lead tax attorney at a major public research university, where she managed complex tax matters, including the university's medical resident FICA tax refund claim. She has broad experience in private practice and specifically mentioned representing governmental entities.. Cavanaugh has a JD, University of Virginia; MA, Sociology and a BA, Economics, Stanford University. Cindy Lott, of New York. Lott is the executive director and senior counsel of the National State Attorneys General Program at Columbia University Law School. She also leads the Columbia Law School Charities Project. Lott has a JD, Yale Law School; BA, Indiana University. She was chief counsel and deputy general counsel for the DNC on two occasions (2000 and 2004). In the Government Entities Indian Tribal Governments; Marcelino Gomez, of Phoenix. Gomez served as the Assistant Attorney General (Tax and Finance) at the Navajo tax department for 26 years and now is Assistant General Counsel at the Salt River Pima-Maricopa Indian Community.?Gomez received his BBA in Accounting from New Mexico State University and his JD from the University of Texas School of Law.?He is a member of the Navajo Nation Bar Association, the ABA Tax Section, and is a USSF Soccer referee and instructor. In the Government Entities Tax Exempt Bonds; David Danenfelzer, of Austin, Texas. Danenfelzer is a manager of development finance for Texas State Affordable Housing Corporation. He manages multifamily bond finance programs, direct lending programs and the Affordable Communities of Texas land trust program. He is responsible for developing policies, marketing materials, underwriting and managing program staff. Danenfelzer graduated from the University of Texas at Austin, earning his MSCRP in Historic Preservation and Community Development and received a BS in History and Latin American Studies from University of Wisconsin at Madison. William Johnson, of Dallas. Johnson is the Senior Vice President for First Southwest. He is responsible for managing, mentoring and strategic planning for 22 rebate professionals. Client relationship responsibility includes rebate liability planning and implementation of tax changes for tax-exempt bond clients. He is responsible for developing and implementing the current internal arbitrage compliance and maintains a list of arbitrage clients from state and local governments. Johnson earned his Bachelors Degree, business administration in accounting from Southern Methodist University and a Masters of Science Degree in accounting from Texas Tech University. He is a member of the AICPA, Texas Society of CPAs and is a licensed CPA in Texas. In the ACT Members Continuing on the Committee in 2015 for the Employee Plans group: Alison Cohen, Ferenczy Benefits Law Center, Atlanta. Stuart A. Sirkin, The Segal Company, Washington, D.C. Christopher W. Shankle, Capitol One, Shreveport, La. Matthew I. Whitehorn, Dilworth Paxton, Philadelphia. In the Exempt Organizations Virginia Gross, Polsinelli PC, Kansas City, Mo. David Moja, Capin Crouse LLP, Orlando, Fla. Amy Coates Madsen, The Excellence Institute, Baltimore Andrew Watt, Association of Fundraising Professionals, Arlington, Va. In the Federal, State and Local Governments: David P. Augustine, City/County of San Francisco, San Francisco. Dean J. Conder, State of Colorado, Denver. Vandee V. DeVore, State of Missouri, Jefferson City, Mo. In the Indian Tribal Governments group: Stefani A. Dalrymple, Yukon Accounting & Consulting, Fairbanks, Alaska. Tino Batt, Shoshone-Bannock Tribes, Fort Hall, Idaho. And in the Tax Exempt Bonds: Floyd Newton, King & Spalding, Atlanta.
WISCONSIN
Vrakas CPAs + Advisors’ tax manager, James Broughton, has been asked to join the Board of Directors for Elmbrook Humane Society, a No Kill, non-profit animal shelter that provides temporary refuge for stray, homeless and deserted animals from all over Wisconsin. Elmbrook Humane Society’s mission is to provide shelter for homeless animals, promote the human animal bond, and prevent animal cruelty and neglect.
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