Search Results for: Mazars

Blyweiss and Coppinger Join Mazars USA Tax Practice

New York-based Mazars USA LLP (FY18 net revenue of $205 million) announced that Olga Blyweiss had joined the firm as a tax partner in the Pennsylvania office and Terence Coppinger as a tax partner in the Long Island, N.Y., office. The addition of the two partners is part of the ongoing expansion of the firm’s national tax practice.

Blyweiss has more than 20 years of experience providing tax compliance and consulting services to pass-through entities and closely-held family owned businesses and their Individual owners. Coppinger has nearly 25 years of experience advising clients in the areas of Global Tax Information Reporting and IRS practice and procedure.

“Changes in the tax code have created new complexities for many of our clients,” says Mazars USA national tax practice leader Tifphani White-King. “As such, we are continuing to grow our tax practice in all of our offices, ensuring that we have the right expertise to help both businesses and individuals flourish.”

Both were previously at Big 4 firms, where Blyweiss was a managing director in the business tax services practice and led the family office and private client services practice in Pennsylvania and Coppinger was a partner and leader of the information reporting and withholding practice within the alternative investment sector.

At Mazars, Blyweiss’ practice will focus on private client services, helping both business owners and high net worth individuals retain wealth across generations. Coppinger joins the tax financial services group, contributing to the growth of the tax practice.

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Mazars USA Names New OMP, Practice Leaders

New York-based Mazars USA (FY18 net revenue of $205 million) announced that partner Paula Ferreira will succeed Michael Coletti as the New Jersey OMP and Coletti will succeed Kathryn Byrne as the manufacturing and distribution practice leader. Both changes are effective Sept. 1.

Ferreira’s more than 20 years of experience encompass tax planning and business consulting services, augmented by her solid background in individual, corporate, partnership and LLC tax issues. In addition to her new role as the New Jersey office leader, she will continue to serve as the New Jersey entrepreneurial business services leader.

Coletti has approximately 20 years of experience providing advisory, audit, accounting and tax services, and specializes in delivering such services to domestic and international companies in industrials, food and beverage, and consumer products. He has extensive experience in advising clients on exit strategies, succession planning and restructuring. He is also experienced in relating to contractual arrangements, gross profit improvement analysis, costing and valuation of inventory, as well as debt and equity transactions.

Mazars USA also announced that partner Robert Kastenschmidt was named Mazars global consulting leader. He served previously as national consulting and advisory practice. He also serves as a member of both the global sectors and services team, as well as the global leadership team.

Kastenschmidt has over 20 years of experience providing accounting and management consulting services to clients in a range of industries, both in the U.S. and internationally. He has devised and implemented transformational business strategies while minimizing operational expenses, improving enterprise processes, and building talented teams across a variety of professional disciplines.

“As a firm, we consider consulting a critical growth area,” Kastenschmidt says. “Leading the expansion of this practice and being able to contribute to the success of both Mazars USA and Mazars Group is a real honor. Client complexity, needs and engagement size continue to increase, creating tremendous synergies between these two leadership roles.”

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Over 500 Mazars Employees Volunteer Across Six States for Fifth Annual “Days of Service”

New York-based Mazars USA (FY18 net revenue of $205 million) recently completed its fifth annual Days of Service initiative, in which more than 500 partners and employees volunteered at more than 30 community and non-profit programs.

Covering six states – New York, New Jersey, Maryland, Pennsylvania, California and Illinois – the Days of Service initiative is part of the firm’s “We ARE Mazars” program, which fosters employees’ personal growth, professional growth and giving back, the firm says.

Volunteer activities included:

  • Working with New York school children, including participating in a dance exploration workshop with PS 230K, exploring the wonderful world of science with students from PS 196K, building inventions using cardboard and other materials with students from PS/IS 366 M and celebrating fitness during PS 196K’s field day.
  • Working with Children’s Specialized Hospital, New Jersey Community Food Bank and West Lake School in New Jersey.
  • Helping at The National Greyhound Adoption Program in Pennsylvania.
  • Inspecting, sorting and packaging donations to be distributed to children by the Cradles to Crayons program.
  • Partnering with the Ronald McDonald House of Long Island to prepare a meal for the families staying there.

“Every year, our Days of Service demonstrates the dedication of our Mazars teams to helping others by supporting local charities and other organizations,” says chair and CEO Victor Wahba. “It’s a great privilege to be able to make a difference in the communities where we live and work, and I am grateful that so many of our team members take part in this program.”

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Mazars Announces Alliance with 4 Regional U.S. Firms and MNP in Canada

Mazars, the Rouen, France-based accounting firm, is expanding its presence in the U.S. through an alliance with five of the top 20 firms in the U.S. and Canada.

Mazars announced that the Mazars North America Alliance would include the following firms: Springfield, Mo.-based BKD (FY19 net revenue of $662.9 million), Seattle-based Moss Adams (FY18 net revenue of $691 million), Southfield, Mich.-based Plante Moran (FY18 net revenue of $542.1 million), Charlotte, N.C.-based Dixon Hughes Goodman (FY19 net revenue of $462.5 million) and Calgary, Alberta-based MNP, with net revenue of roughly $760 million.

Mazar’s CEO, in an interview with Reuters July 11, said the move will almost double its size as a way to challenge the market dominance of the Big 4. “Our ambition is to become a European champion with an international scope,” Mazars’s CEO Herve Helias told Reuters. “When they call me the fifth big, I like it.”

Mazars would not take any stake in the firms, but will expand services to its existing international clients through professionals from some of largest firms in North America. Mazars, with about 24,000 professionals worldwide, will increase that number to about 40,000 under the alliance.

According to the Financial Times, the alliance formation may be related to a belief that the U.K. will begin to require two auditors for the 350 largest companies as part of a reform effort following prominent audit failures among the Big 4. The Times says the firm is familiar with the joint-auditor system, as top companies in France has worked under the requirement for many years.

Mazars has also been in the news for another reason: The U.S. House of Representatives oversight committee has issued a subpoena to its U.S. branch, New York-based Mazars USA (FY18 net revenue of $205million), to obtain President Donald Trump’s tax records.

And on July 12, in a hearing in the U.S. Court of Appeals, Trump’s lawyer faced more than an hour of tough questions over his arguments that lawmakers don’t have the power to investigate the president. “President Donald Trump appeared to be facing an uphill battle to keep Congress from obtaining his financial records,” USA Today reported. The oversight committee’s attorneys have argued that it has broad and inherent power to investigate possible conflicts of interest.

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Mazars USA Key Leadership Changes

Tifphani White-King

New York-based Mazars USA LLP (FY17 net revenue of $189 million) has announced leadership changes.

In addition, the firm announces a 9% increase in its annual revenues for the fiscal year ended Aug. 31, 2018.

“Our firm is experiencing long-term, sustained growth, both organically and through acquisitions,” noted Mazars USA Chairman & CEO Victor Wahba. “With such growth, coupled with strong forces impacting our industry, transformation is a key focus of Mazars USA.  We are committed to continually assessing our business and making modifications consistent with our values, vision, goals and strategy. As part of this, we are ensuring that those leading our teams are innovative, inspiring, and elevate performance. The experience and enthusiasm that these individuals bring to the table are sure to contribute to many more years of success for our firm.”

Jim Welsh

Principal Tifphani White-King has been named the national tax practice Leader. White-King will work closely with the firm’s market sectors, advisory and geographic leaders to implement the firm’s tax services strategies, while strengthening collaboration with the Mazars global tax teams. Her expertise includes international tax structuring, transaction planning, mergers and acquisitions, tax provision, compliance reporting, and other related services.

Ethan Kahn

Partner Jim Welsh has taken on the role of OMP in the firm’s Fort Washington, Pa., office. Welsh’s prior leadership experience, track record of results and significant presence in the Philadelphia and surrounding markets makes him a natural fit for the role. He has more than 35 years of experience providing auditing and advisory services to public companies, privately held businesses and not for profit organizations. His clients range across many industries, including manufacturing, freight and logistics, professional services, real estate, healthcare and higher education.

Partner Ron Lagnado will be the New York OMP for the audit and accounting practice. Lagnado has been with the firm for 15 years and has more than 25 years of experience delivering audit and accounting services to real estate companies.

Ethan Kahn became the leader of the firm’s not-for-profit practice. Kahn takes over as head of the practice with the mission of continuing to provide support to Mazars USA’s nonprofit clients in a time of regulatory and industry changes. Kahn has more than 20 years of experience delivering audit, accounting and consulting services to a range of clients, particularly in the government-funded, not for profit sector and charitable organizations.

New Partner Karl Seemer Joins Mazars

Karl Seemer

New York-based Mazars USA LLP (FY17 net revenue of $189 million) announced that Karl Seemer has joined the firm as a partner in the New York real estate practice.

Seemer will provide focused tax advisory and compliance experience, continuing the firm’s growth in the real estate industry.

Shahab Moreh

“The significant changes to the tax regime have particularly impacted the real estate sector and Karl’s expertise in taxation will be of significant value to our clients as we continue to grow our real estate practice,” says Shahab Moreh, partner and real estate practice leader.

Seemer has over 15 years of experience in the field of taxation and law. His background includes tax compliance and tax consulting for partnership clients with a real estate focus. His  expertise includes partnership allocations, capital account and basis calculations, REIT and partnership structuring, contracts, leases and other consultations. In addition to real estate, he has a deep background serving clients in financial and professional services, manufacturing, technology and renewable energy. He also has experience with high-net-worth individuals, trusts and foreign reporting.

“This is a time of volatility in real estate,” Seemer says. “I look forward to leveraging the global resources of Mazars to continue delivering exceptional service to my clients and help them overcome their challenges.”

Welsh Joins Mazars USA’s Pennsylvania Office Practice as Partner

Jim Welsh

Jim Welsh

New York-based Mazars USA LLP (FY17 net revenue of $189 million) announced that Jim Welsh has joined the firm’s Pennsylvania office as an audit partner. His substantial expertise will significantly expand the firm’s service capabilities in the Pennsylvania/Southern New Jersey region, as well as firmwide.

“We’re pleased to welcome Jim to our team, as we continue to grow our Pennsylvania office and execute on our strategy in that region,” says Victor Wahba, Mazars chairman and CEO. “I know that his extensive experience in a range of sectors will provide substantial value to our clients. As we continue to expand in the Pennsylvania area, we expect to be adding even more resources in the near future and Jim will be instrumental in this growth.”

Welsh has more than 30 years’ experience in public accounting, most recently as the PIC of the Philadelphia office consumer & industrial products practice of a large national firm. He specializes in the audit of public companies, privately-held businesses and not-for-profit organizations. His clients come from a range of industries, including manufacturing, freight and logistics, professional services, real estate, higher education and health care.

“Mazars’ Pennsylvania office is an exciting place to be right now, and I look forward to helping expand the team here,” says Welsh. “I plan to leverage my past leadership experience to continue providing exceptional service to Mazars’ existing clients, as well as reaching out to build new relationships.”

Mazars USA Welcomes Schneider as National Tax Practice Leader

New York-based Mazars USA (FY16 net revenue of $187 million) welcomed Charles Schneider as the national tax practice leader.

“Charles’s extensive track record of effective leadership, in the U.S. and internationally, makes us confident that he will be a significant asset as head of the Mazars USA tax practice, contributing to the firm’s strategic plan as we continue expanding both nationally and globally,” says chairman and CEO, Victor Wahba.

Schneider spent the majority of his career with a Big 4 firm and, more recently, with a large regional firm. He has experience in domestic and international tax and business planning, working with large multinational corporations, as well as middle market businesses across various industries.

“I am confident our teams can leverage our experience to continue the firm’s expansion, both domestically and internationally. Ongoing development of our integrated global platform will help position Mazars to better serve our clients both locally and around the world,” says Schneider.

Mazars USA Welcomes McCreath as a Principal in Health Care Consulting Group

Gillie McCreath

Gillie McCreath

New York-based Mazars USA (FY16 net revenue of $187 million) welcomed Gillie McCreath as a principal in the health care consulting group. McCreath has 25 years of health care experience, having advised numerous payer and provider organizations on strategic, operational and technological effectiveness. He will be focusing on expanding the firm’s current offerings in IT strategic planning, technology maturity assessments, optimization of existing investments and operational redesign transformation for a spectrum of health care industry clients.

Prior to joining Mazars, McCreath held senior management consulting positions at a Big 4 firm and held leadership positions at major New York-area hospitals.

“In this time of unprecedented change for the health care industry, we know that Gillie’s focused experience in improving IT systems and operational capabilities for payers and providers will be of significant benefit to our clients,” says Debra Bornstein, health care consulting practice leader.

Mazars USA Opens Los Angeles Office and Admits Two Partners

Karine Philippon

Karine Philippon

New York-based Mazars USA (FY16 net revenue of $187 million) opened a new office in Los Angeles. Karine Philippon and Jessica Cluzeau, who were admitted as partners, will move to the new office.

Cluzeau, who has more than 15 years of experience providing accounting and advisory services in the U.S. and in Europe to international middle market and large companies within the manufacturing and distribution sector, will continue to focus on assisting international businesses.

Philippon has more than a decade of experience providing accounting and advisory services to middle-market and multinational corporations and will focus on expanding the firm’s technology and media practice.

Jessica Cluzeau

Jessica Cluzeau

“Companies, particularly those in technology, are facing many challenges right now. Jessica’s and Karine’s experience working with international entities will be of significant benefit to our clients. By expanding our practice reach, we’re demonstrating our dedication to maintaining a leadership position in this sector, including continuing to attract exceptional individuals with expertise in technology,” says Kathryn Byrne, partner, and manufacturing and distribution practice leader.

“I am excited about the opening of our new office in Los Angeles which will enable Mazars USA to increase its national presence, further building on our brand in the southern California market and provide opportunities to strengthen our capacity in serving our clients,” says Philippon.

“I am excited to be part of Mazars expansion in California, and its focus on technology and the international marketplace. I know that my expertise in these areas will be of significant value to the firm’s clients. In addition, being able to leverage the deep, global resources of Mazars Group will be critical for helping clients stay competitive,” says Cluzeau.