Search Results for: Anders

Andersen Welcomes Managing Director to National Tax Practice

Bryan P. Collins

San Francisco-based Andersen (FY18 net revenue of $281 million), formerly known as Andersen Tax, welcomes Bryan P. Collins as a managing director in the U.S. National Tax (USNT) practice in Washington.

He brings to the firm over 30 years of experience in corporate tax consulting including spin-offs, mergers and acquisitions, bankruptcies, consolidated returns, corporate restructurings and S-Corporations.

Previously, Collins served as a partner at Arthur Andersen, and, most recently, at a Big 4 firm. He also served in the Office of the Tax Legislative Counsel in the U.S. Treasury Department. For the prior 19 years, he was also an adjunct professor at Georgetown University Law School.

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Andersen Tax Adds Managing Director Jerry Fish to National Tax Practice

Jerry Fish

Jerry Fish

San Francisco-based Andersen Tax (FY18 net revenue of $281 million) announces the addition of Jerry Fish as a managing director in the U.S. National Tax (USNT) practice in the Chicago office.

Fish comes to the firm with more than 21 years of experience in accounting for income taxes, income tax compliance, tax legislation, tax planning, and mergers and acquisitions. Previously, he served as a partner at BDO.

“Jerry has great experience in maintaining a full-service tax client base while also managing multiple engagement teams. His skillset and expertise will be an invaluable asset to our USNT team and Chicago office,” says Dan DePaoli, Andersen Tax U.S. country managing director.

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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. As businesses in this industry are continuing to grow, it comes as no surprise to find that some startups may find it useful to get in touch with professionals who could give them advice on a business in this particular industry. From being able to keep up with the supply of cannabis seeds by buying more at weed-seeds.ca, for example, and getting a license to getting in touch with investors, there’s a lot to consider when it comes to opening a dispensary.

Anders says it has a team committed to staying on the forefront of evolving regulations, licensing procedures and accounting practices for the cannabis industry, both on the technological front with the use of seed to sale software, and on the legal with specialized lawyers.

“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. They spend a large amount of their time analyzing the sales of different cannabis varieties such as the popular gorilla glue strain to determine which products sell well. 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.