CohnReznick Admits Nine to Partner and Principal

New York-based CohnReznick (FY17 net revenue of $617 million) admitted nine to partner, effective Feb. 1.

“Recognizing exceptional people and rewarding them with leadership roles within our firm is always very gratifying,” says Frank Longobardi, CEO. “Congratulations to our new partners and principals who will help shape the strategic vision and growth of CohnReznick in the years ahead.”

Kevin Beattie is a partner in the Baltimore office with more than 15 years of experience providing tax consulting and compliance services to clients in industries that include real estate, technology and life sciences. As a member of the affordable housing, technology and new media, and life sciences industry practices, Beattie has a background in partnership and corporate taxation as well as federal and state tax credit programs. His experience includes providing advisory and tax planning services to small and middle-market companies with a client base that includes community development entities, tax credit syndicators, developers, investors, and early and later-stage technology companies.

Emily Butler is a partner in the Bethesda, Md., office and a member of the assurance practice. She has more than 13 years of public accounting experience in the areas of audit, reviews and compilations. Her client service experience includes working with real estate funds, real estate developers, not-for-profit organizations, and owners and operators of real estate assets such as hotels, office, flex, industrial, multifamily, single family, land and condos. Her knowledge extends to the requirements of investment funds and with investment company guide – fair value, GAAP cost basis and income tax basis reporting.

Alison Galer is a principal at CohnReznick and serves as the firm’s deputy general counsel. Based in the Roseland, N.J., office, Galer joined CohnReznick after spending more than two decades in private practice as a commercial litigator focusing on the various legal needs and litigation defense of accounting firms and financial institutions.

Timothy Garland is a partner and a member of the technology and new media and manufacturing and distribution industry practices. Based in the New York office, he is also a member of the public company audit practice and employee benefit plan audit practice. Garland has more than a decade of experience providing assurance and financial reporting services to clients ranging from start-up to large multinational companies. He provides services to both public and private companies based in the U.S. as well as those with international operations. He works closely with business owners and management teams seeking guidance on complex accounting issues including revenue recognition, debt and equity offerings, mergers and acquisitions, and stock based compensation.

Brian Marconi is a partner in the Bethesda office and a member of the renewable energy industry practice. Having specialized in the renewable energy industry for the past 10 years, Marconi serves closely-held and publicly-traded clients. He has led the audit of various renewable energy developers, infrastructure funds, tax equity investment funds, and engineering, procurement, and construction contractors. He has also provided accounting consulting services to renewable energy companies, assisting them with developing accounting policies and writing technical accounting positions on various topics impacting the renewable energy industry. He has led audits of companies reporting under both U.S. GAAP and international financial reporting standards (IFRS).

Joy Matak is a principal and co-leader of the trusts and estates practice. Based in the Roseland office, she has more than 20 years of diversified experience as a wealth transfer strategist with a background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals and their trusts and estates. Matak provides clients with wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance, including gift tax, estate tax, and income tax returns for trusts and estates, and consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring and post-mortem planning.

Wesley Prato is a partner in the commercial real estate industry practice. Based in the Chicago office, he has 12 years of experience in public accounting, providing client services in the areas of audit and review. This experience includes working with developers and private equity investors of companies in the commercial real estate, affordable housing and hospitality industries. Prato serves developments benefitting from the historic tax credit and low-income housing tax credit (LIHTC) programs and is responsible for planning the engagements, supervising staff and coordinating all fieldwork. Other responsibilities on these engagements include determining audit scope, selecting procedures to be applied, establishing budgets, reviewing work papers, identifying audit issues, communicating with clients and preparing financial statements or reports.

John Van Stee is a partner in the Chicago office and a member of the assurance practice. He has more than 20 years of public accounting experience in providing audit, accounting and tax services to clients that include affordable housing and assisted living developers and management companies, affordable housing syndicators and not-for-profits. Van Stee has extensive knowledge of LIHTC, housing and urban development (HUD) and new markets tax credit (NMTC) programs.

Naseem Wenzel is a partner in the Chicago office and serves the commercial real estate advisory practice. Leveraging a deep understanding of the industry and its functions with more than 20 years of experience, she has a proven track record of providing world-class service to investment management and private equity firms focusing on business transformation and strategy. Wenzel works with many of the leading global and national real estate owners and operators and has core competencies in strategic and business planning, process reengineering, business intelligence, data governance, enterprise architecture specific to real estate, and business architecture.