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ORBA Appoints Chief Financial Officer

Cara Sample

Cara Sample

Ostrow Reisin Berk & Abrams Ltd. (FY17 net revenue of $29.4 million) of Chicago, announces the appointment of Cara Sample as chief financial officer.

She has more than 14 years of experience in both public and corporate accounting and is responsible for providing strategic financial input, overseeing the accounting process and developing financial procedures for the firm.

“Cara’s versatile accounting background and experience in managing finances for large corporations will be a vital asset to ORBA,” says Mark Thomson, managing director.

More news from ORBA

ORBA Names New Directors

Adam Pechin

Adam Pechin

Ostrow Reisin Berk & Abrams Ltd. (FY17 net revenue of $29.4 million) of Chicago, announced that Adam Pechin and Thomas Vance, have been promoted to directors of the firm, effective July 1.

“We are excited to have Adam and Tom join our growing group of young, dynamic Directors,” says Mark Thomson, managing director of ORBA. “Their expertise and forward-looking focus will help ORBA continue to grow and manage the many industry challenges we face in the future.”

Thomas Vance

Thomas Vance

Pechin has been with ORBA since 2008 and is a member of the firm’s wealth management group. He primarily works with individuals, partnerships and closely-held corporations on tax and compliance and provides services in multiple industries.

Vance has more than 10 years of law expertise and is a member of ORBA’s tax department. He has experience with mergers, acquisitions, spin-offs and recapitalizations for corporations, limited liability companies and other flow-through entities.

ORBA Names Flahive and Janczewski as New Directors

Jason Flahive

Jason Flahive

Chicago-based Ostrow Reisin Berk & Abrams Ltd. (ORBA) (FY16 net revenue of $27 million) names Jason Flahive and Jacqueline Janczewski as directors, effective July 1.

“We welcome the addition of Jason and Jacqueline to ORBA’s roster of outstanding directors,” says ORBA managing director Mark Thomson. “Today, we celebrate and recognize Jason and Jacqueline’s contribution to the firm, as well as their commitment to providing exceptional service to our clients.”

Flahive provides attestation, accounting and tax services for medical groups, nursing homes, privately-owned businesses, not-for-profit organizations and high net worth individuals. He also has experience providing various technology consulting services, including accounting system conversion and implementation, data analytics and other ad-hoc analysis. He serves clients in a variety of industries including health care, real estate and financial services, as well as not-for-profit education and social service organizations.

Jacqueline Janczewski

Jacqueline Janczewski

Janczewski has 20 years of experience working with entrepreneurs and closely held businesses in various industries, helping them with their business and succession planning, accounting and tax needs. Janczewski also focuses on providing outstanding service to high net worth individuals, such as executives, attorneys and private investors, with tax planning and compliance services. Her dynamic leadership and proven managerial skills, combined with her range of experience and perspective, help her to provide unique and significant value and excellent service to her clients.

ORBA Names New Directors

Adam Levine

Adam Levine

Ostrow Reisin Berk & Abrams (ORBA) of Chicago has announced that Adam Levine and James Pellino have been elected as directors.

ORBA Managing Director Mark Thomson says, “We appreciate Adam and Jim’s continued superior service to our clients and welcome them as new members of our existing team of outstanding directors.”

Levine has been with ORBA since 2005 and manages audits, reviews and monthly accounting engagements for contractors, professional service firms and service organizations, as well as software and information technology companies, individuals, partnerships and privately held corporations. In addition to accounting and auditing services, he provides tax planning, business consulting, financial planning and tax compliance consulting.

James Pellino

James Pellino

Pellino has been with ORBA since 2008. He manages audits, reviews and monthly accounting engagements for manufacturers, private equity firms, restaurants, construction contractors, professional service providers and clients in various other industries and also specializes in assisting clients with various 401(k) compliance issues and 401(k) audits. In addition, Pellino has experience with entity formation and structuring, tax planning for corporations and individuals, personal investment advice, analysis of financial statements and providing accounting training and support to closely held businesses.

ORBA Commits to Hiring Unemployed and Underemployed Job Seekers

Ostrow Reisin Berk & Abrams Ltd. (ORBA) of Chicago announced that the firm has committed to participate in the 2016 Skills for Chicagoland’s Future (Skills) pledge to place qualified, unemployed and underemployed candidates into available positions. Forty Chicagoland employers have agreed to hire more than 1,000 job seekers through the Skills 2016 initiative.

ORBA’s participation will help put unemployed and underemployed Chicagoans back to work, provide training and new opportunities, increase employee diversity and strengthen the local communities.

“On behalf of our firm, I want to commend Skills for Chicagoland’s Future on their innovative program for putting people back to work,” says Mark Thomson, managing director of ORBA. “We look forward to providing a new beginning and chances for growth to those we hire.”

Skills for Chicagoland’s Future is a nonprofit, public-private partnership committed to returning unemployed and underemployed job seekers to work by creating demand-driven solutions for employers and connecting them with qualified job seekers. The organization is funded by the city of Chicago, the Chicago Cook Workforce Partnership and a wide range of foundations and corporations.

ORBA Director Named a Five Star Professional

Steven Lewis

Steven Lewis

Steven H. Lewis, a director at ORBA of Chicago, has been named a 2015 Five Star Certified Public Accountant by Five Star Professional.

Five Star Professional conducts research to help consumers select professional services assistance. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals and other service professionals in more than 45 markets in the U.S. and Canada. The Five Star award recognizes exceptional and quality services to clients.

“My clients’ trust is my top priority,” Lewis says. “I always work diligently to advocate in their best interests, now and in the future.”

He specializes in serving high income and high-net-worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. Lewis was also named a Five Star Certified Public Accountant by Chicago magazine in 2014.

ORBA Welcomes New Firm Administrator

Ostrow Reisin Berk & Abrams, Ltd. (ORBA) (FY14 net revenue of $23.3 million) of Chicago, announced that Bernie Lietz has joined the firm as its firm administrator. Lietz has been managing professional service organizations for more than 20 years, including almost 10 years in public accounting. His experience includes strategic planning and implementation, leading and managing organizational change, budgeting and management of human resources.

“We are pleased to welcome Bernie to the ORBA family,” says managing director Mark Thomson. “His experience will play a key role in the firm’s growth and development.”

ORBA Director Named Among Top CPAs by Five Star Professional

Steven Lewis

Steven Lewis

Steven Lewis, director at Ostrow Reisin Berk & Abrams (ORBA) (FY14 net revenue of $23.3 million) of Chicago, has been named a 2014 Five Star Certified Public Accountant by Five Star Professional. Lewis is among an elite group of award winners who are featured in the November issue of Chicago magazine.

“I’m honored to be named a recipient of this award and continue to be committed to pursuing exceptional service for my clients,” says Lewis.

Lewis specializes in serving high-net-worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. As a registered investment advisor and a CPA, he helps clients reach their personal financial milestones, including proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings and retirement planning that ensures meeting retirement goals in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.

A practicing CPA since 1970, Lewis joined ORBA in February 2006 and has been a member of the firm’s wealth management, health care and restaurant groups.

ORBA Welcomes Two New Hires

Chicago-based Ostrow Reisin Berk & Abrams, Ltd. (ORBA) (FY14 net revenue of $23.3 million) welcomed Patricia Ruiz to its accounting services department and Seamus Donoghue to its tax department.

Ruiz has more than 11 years of public accounting experience. She has provided tax compliance, tax research and attestation services, including reviews and compilations, as well as accounting and bookkeeping services for individuals and privately held companies. She also has broad experience in audit services.

Donoghue has more than six years of public accounting experience. He has worked extensively on partnership, S-corporation and individual tax accounting. His experience also includes client payroll and bookkeeping, as well as tax law and regulation research.

ORBA Names Coldwell and VyBorny New Directors

Anna Coldwell

Anna Coldwell

Ostrow Reisin Berk & Abrams, Ltd. (ORBA) (FY14 net revenue of $23.3 million) of Chicago announced that Anna Coldwell and Peggy Vyborny have been elected as directors, effective July 1.

Coldwell has more than 10 years of tax expertise including technical reporting, entity structuring and consulting to high-net-worth individuals and business owners in manufacturing, real estate and various other industries. She is a member of the firm’s manufacturing/distribution and real estate groups.

Peggy Vyborny

Peggy Vyborny

Vyborny has experience providing auditing, accounting and tax services to a variety of clients including privately-held companies, not-for-profit organizations and individuals. She is a member of the firm’s not-for-profit, real estate and wealth management groups. Her specialties include analyzing financial statements, conducting tax planning and research and providing training and support to clients.