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David Hartley Joins Anders as Partner to Expand Advisory Services

David Hartley

David Hartley

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has admitted David Hartley as a partner to lead growth of the advisory services practice.

Hartley has more than 25 years of experience in C-suite leadership roles and consulting with privately held businesses on technology strategy and enterprise risk services.

Prior to joining Anders, Hartley was a principal at a Top 100 accounting firm, working with closely held, private and middle-market businesses on technology audits and enhancements. Named the 2018 Outstanding Visionary by the Missouri Society of CPAs, Hartley also served as CIO at a publicly traded coal producer, where he was responsible for overseeing the company’s technology, including strategy, applications development, infrastructure and cybersecurity. Hartley is a frequent speaker and writer.

“Anders already has a strong reputation for delivering high-impact services to clients, with all the right ingredients in place for continued growth,” explains Hartley. “I’m excited to join as a catalyst to accelerate the firm’s growth in high value advisory services. Today’s middle market companies navigate a myriad of opportunities and challenges and need valuable advisors to bring expertise and wisdom along the way.”

MP Robert Minkler says Hartley’s hiring marks a new focus on non-traditional accounting services. “We believe this is where the profession is heading, and it is an opportunity to provide additional value to our clients and to grow the firm purposefully.” With technology driving change in the accounting industry, the firm believes bringing in Hartley is a natural step in developing the firm of the future.

Anders advises clients in areas of technology, outsourced accounting, banking, fraud, valuation, litigation, business transition planning, cybersecurity and data analytics, among others.

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Anders Focuses on Cannabis Industry Following Missouri Legalization

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) is expanding expertise and services for businesses in the cannabis industry following the legalization of medical marijuana in Missouri.

Anders says it has a team committed to staying on the forefront of evolving regulations, licensing procedures and accounting practices for the cannabis industry.

“This is a great opportunity for the firm to enter into a progressive industry and offer valuable insight and expertise to cannabis businesses, from seed to sale,” explains Adam S. Prest, tax principal and leader of the Anders cannabis team.

The firm works with cannabis entrepreneurs, including cultivators, extractors, manufacturers, dispensaries and investors. The team has the tools to help cannabis businesses succeed and navigate regulations and complex tax challenges, including Section 280E. Anders is offering services to help with entity selection and business plan development prior to the license and application process, to performing valuations to assist in the sale of a business.

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Andersen Tax San Francisco Office Welcomes Managing Director Al Nunez

Al Nunez

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) has admitted Al Nunez as a managing director in the commercial practice group, working from the San Francisco office.

Nunez has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.

“Al’s extensive background in ASC 740, ASC 718 and uncertain tax positions will provide valuable skill and expertise in the San Francisco office. His overall leadership in business development and mentoring staff will contribute to the success of the office’s growth,” says U.S. Country Managing Director Dan DePaoli.

Prior to joining the team at Andersen Tax, Nunez was a federal tax partner at RSM LLP. He also previously worked at EY.

Dee, Finklang and Hoffmann to be Named Anders Partners

Jeanne Dee

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has announced that Jeanne M. Dee, Dave M. Finklang and Scott A. Hoffmann have been accepted into the partnership, effective Jan. 1.

About Jeanne Dee – Dee joined Anders in 2016 as a principal in the audit and advisory services group. She brought her years of experience with serving not-for-profit organizations to Anders, re-energizing the niche and connecting the firm to more not-for-profit organizations in the community.

Dee specializes in audits of financial statements for not-for-profit organizations, government entities, employee benefit plans and closely held businesses. She leads the Anders not-for-profit team, and is a frequent author and speaker on accounting principles and new or changing audit standards.

About Dave Finklang – Finklang joined Anders in 2013 as a supervisor in tax services, and quickly established a growing startup and entrepreneurial services practice at Anders. His business development skills, leadership ability and professional and civic involvement have helped him rapidly progress through the ranks to become a partner of the firm.

 Finklang has wide-ranging, specialized experience in tax planning and compliance, startup services and consulting, and accounting services. Finklang works with entrepreneurs and emerging companies by helping them raise capital, structure their businesses, implement accounting systems and minimize their tax burdens. Finklang was named the youngest 2016 40 Under 40 by the St. Louis Business Journal.

Scott Hoffmann

About Scott Hoffmann – Hoffmann leads the outsourced accounting services group at Anders and manages a team of nine. He was instrumental in starting the technology-backed approach to outsourced accounting and CFO services at the firm, and the group has grown to over $1 million in revenue in a few short years.

 Hoffmann joined Anders in 2011. His previous experience as a CFO and COO to both closely held and publicly traded organizations, has allowed him to be an effective financial leader for small and mid-sized clients. Through the use of the latest cloud-based technologies, Hoffmann provides financial information to his clients in real time, allowing for quick analysis of results and timely decision-making.

LaBorde Joins Andersen Tax as a Managing Director of Houston Office

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes John LaBorde as a managing director in the Houston office as part of the commercial practice group.

He has more than 29 years of experience in state income, franchise tax, sales and use tax, property tax and state tax planning and consulting.

“John’s background in state and local tax and tax consulting will be a great addition to our office and our firm,” says Jason Graham, office managing director of the Houston office. “As he joins our commercial practice, he brings along a wealth of consulting knowledge as well as the experience to help clients with all their needs.”

Prior to joining Andersen Tax, he was a partner at Grant Thornton, where he built their Houston state and local tax practice from the ground up and he led the energy industry segment of the firm’s tax practice. He also previously worked at PwC and EY.

Andersen Tax LLC CEO and Global Chairman, Mark Vorsatz, says, “John possesses key qualifications that strengthen our firm’s focus on best-in-class service. Through his knowledge and experience in recruiting and mentoring professionals, John exemplifies the core value of stewardship that we strive for at Andersen Tax.”

Andersen Tax Greenwich Office Welcomes Managing Director

Crystal Germanese

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes Crystal Germanese as a managing director in the Greenwich, Conn., office, joining the firm’s private client services practice.

She has over 15 years of experience and specializes in serving closely held businesses and high-net-worth individuals on tax matters ranging from income tax planning, compliance, specialized transactions, and family wealth and tax planning.

“We are excited to have Crystal join our Andersen Tax team,” says John Farro, managing director of the Greenwich office. “Her background in working with a variety of industries including retail, manufacturing/ distribution, real estate and construction, is a key element in the consulting and overall advice we provide to clients.”

Before joining Andersen Tax, Germanese was a partner at West Hartford, Conn.-based Blum Shapiro & Company (FY17 net revenue of $79.5 million). She gained a majority of her tax experience with the firm.

“Crystal represents all the qualities that are important to Andersen Tax’s best-in-class and seamless service,” says Andersen Tax CEO Mark Vorsatz. “Her expertise in working with high-net-worth individuals will play an important part in advancing the already reputable private client services practice in the Eastern region.”

Andersen Tax Welcomes Managing Director Rangel to the Houston Office

Abdon Rangel

Abdon Rangel

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes Abdon Rangel as a managing director in the Houston office, who will join the firm’s commercial practice. Rangel has more than 20 years of experience in all aspects of the oil and gas industry, and specializes in global tax consulting, federal tax planning, and mergers and acquisitions.

Jason Graham, office managing director of the Houston office, says, “Abdon is an important hire as he transitions into our well-established oil and gas practice, given his deep experience working with oil and gas companies. It was crucial to find someone qualified to take the lead over the energy practice that we have successfully built over the years.”

Before joining Andersen Tax, Rangel was the VP of tax and risk management at Linn Energy, previously one of the largest E&P MLP and institutional investment companies. He also has previous experience at KPMG and PwC, where he was a partner.

Andersen Tax CEO and global chairman, Mark Vorsatz, says, “Abdon brings to the firm expertise and leadership as well as experience in tax planning, tax return compliance and working on upstream, midstream and downstream publicly traded companies. He demonstrates our core values of stewardship and providing best-in-class service and I look forward to his future contributions.”

Anders Welcomes Rhea as Director of Advisory Services

Paul Rhea

Paul Rhea

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) welcomes Paul Rhea as director of advisory services.

Rhea has 33 years of experience in the banking and finance industry, specifically working with private wealth management, commercial and industrial banking, commercial real estate, and investment management. At Anders, Rhea’s experience offers a focused view of the overall financial picture for clients. In his advisory role, he will provide strategy for growing industry groups and identify new opportunities for clients of the firm. Rhea’s expertise in overall asset management, credit assessments and reviews will be beneficial to uncovering needs and financial opportunities for businesses served by Anders. Rhea will also work with Anders affiliate company, Claris Advisors.

Andersen Tax Welcomes Nett as Commercial Managing Director

Brandon Nett

Brandon Nett

San Francisco-based Andersen Tax (FY16 net revenue of $220.2 million) welcomed Brandon Nett as a managing director in the Seattle office. Nett will join the commercial practice group.

Nett has experience in consulting with clients on accounting for income taxes and other domestic and foreign tax matters. He also has experience in mergers and acquisitions and has specialized tax experience in the technology, health care and mining industries.

“Brandon’s background in the technology and health care sectors will be a great asset to our firm, and his wealth of experience in all areas of the field such as acquisition structuring and consulting, cross-border transactions, and corporate spin-offs, will help us better compete in the market,” says Lance Lamprecht, office managing director of the Seattle office.

Prior to Andersen Tax, Nett was a tax partner at Grant Thornton in Seattle and led their West region mergers and acquisitions tax services practice. Before Grant Thornton, he worked at PwC in Phoenix.

“Brandon fills a significant need in the firm and his impressive experience complements our existing expertise and will enhance the development of our next generation of commercial leaders,” says Dan DePaoli, U.S. country managing director.

“With Brandon’s industry knowledge and deep expertise in tax controversies, divestitures, and tax integration, I am confident he will make significant contributions towards our clients in the region,” says Mark Vorsatz, global chairman and CEO. “He embodies the best-in-class client service that is central to our firm’s values and his leadership in the field will help strengthen our practice.”

Andersen Tax Names Boston Office Managing Director

Mike Hough

Mike Hough

San Francisco-based Andersen Tax (FY16 net revenue of $220.2 million) named Mike Hough as the office managing director in Boston. Hough has more than 17 years of experience in tax practice and been with Andersen Tax since its inception.

Hough specializes in helping individuals and families navigate sales of closely held companies, plan for equity compensation events, as well as design and implement tax efficient wealth transfer and philanthropic strategies. He tailors his practice to work closely with founders and substantial shareholders of closely held companies, private equity managing directors, executives at public companies, and high-net-worth family groups.

“As the firm continues to grow, it is important to provide new opportunities for people at all levels and functions, and I want to maximize the benefit of their perspective and experience. Mike demonstrates Andersen’s core values of stewardship and transparency, and I have no doubt that he will continue to make outstanding contributions as a leader in the firm,” says Mark Vorsatz, CEO and global chairman.

“Mike has continuously displayed strong leadership skills and a commitment to providing best-in-class client service. I am confident in his unparalleled focus and dedication to driving the team forward in Boston,” says U.S. managing director, Dan DePaoli.