Search Results for: RKL

Daniel Nickischer Named Partner at RKL

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has announced that Daniel Nickischer has been admitted as a partner.

“We are proud to welcome Dan to the RKL partnership,” says RKL CEO Edward Monborne. “We know his focus on delivering proactive client service, deepening his specialized knowledge and giving back to the community will help advance the growth and success of the RKL team.”

Nickischer provides financial, accounting and tax services to both individuals and businesses. He also specializes in accounting for employee stock ownership plans. His expertise is in the manufacturing and distribution and real estate and construction industries.

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Firm Welcomes New Partner Michael VanderKlugt

Michael VanderKlught

San Francisco-based BPM (FY18 net revenue of $99.5 million) has hired Michael VanderKlugt and admitted him as a partner to lead the firm’s life science industry group.

The group serves diagnostic, therapeutic, medical device and digital health companies along the West Coast and beyond.

VanderKlugt comes to BPM after nearly 30 years at Deloitte, where he helped lead the life sciences team as it grew significantly. He will work with private companies in the growing industry, including adopting the new revenue recognition and lease accounting standards, applying for R&D credits, and supporting their finance and accounting functions through technical accounting, valuation and staffing needs.

“In other industries, audit isn’t life or death – but it could be for a life science company’s customers,” he says. “These companies have a passion for the success of their products and developing something that can provide help to disease-stricken individuals. It’s a more positive environment, and I find myself getting linked into their goals.”

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RKL Admits Booth, Heller and Runyeon to Firm Partnership

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has admitted three professionals to the partnership: Carrie Booth, Johnathon Heller and Stephen Runyeon. 

Booth and Heller are partners in the tax services group, and Runyeon is a partner in the audit services group. 

RKL CEO Edward Monborne says, “This professional milestone is a testament to their hard work, specialized focus and commitment to client service excellence. I look forward to their continued contributions to the firm’s growth and success.” 

Booth helps clients manage regulatory compliance and long-term planning for clients in a wide variety of industries including manufacturing, distribution, construction and real estate for large, mid-size and small businesses.  

Heller serves the tax and advisory needs of clients primarily in the medical, construction and professional services industries. He specializes in identifying advantageous tax strategies for business owners from start-up to succession. Heller also provides tax services for highnetworth individuals.  

Runyeon specializes in helping clients meet their financial reporting and regulatory needswith a focus on management’s internal controls. He has served the assurance needs of clients in a wide variety of industries including financial services, manufacturing and distribution. He also has experience with employee benefit plan audits.

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Michael McAllister Joins RKL to Lead IT Audit Services Practice

Michael McAllister

Michael McAllister

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has announced that Michael McAllister has joined the firm as leader of its IT audit services practice.

CEO Edward Monborne says, “Under his leadership, our IT audit services practice will align financial reporting with technology systems for increased efficiency and security.”

McAllister is focused on strengthening internal controls for clients in a variety of industries and implementing comprehensive risk management.

McAllister brings more than 24 years of IT and assurance experience to his new role, including deep expertise delivering SOC services for various types of entities, ranging from national service bureaus, financial institutional support entities and data hosting services.

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RKL Launches ‘RKL Next’ To Help Clients Navigate Change

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has launched RKL Next, a suite of services designed to help organizations navigate challenges associated with growth and change.

RKL Next addresses needs in human capital, operations, technology, financial management and data analytics to move clients forward in a rapidly changing business environment.

“Many of our clients are increasingly feeling left behind given the rapid pace of change in our business environment,” says RKL CEO Edward W. Monborne. “Through RKL Next, we work alongside owners and management teams to uncover new ways of leveling up and advancing toward their goals.”

Some of the challenges include talent shortages, technology advances, globalization, big data and generational shifts in ownership.

With RKL Next, organizations can:

  • Align business objectives to talent and organizational strategy
  • Optimize accounting function to shift focus to growth and opportunity
  • Accelerate business transformation and growth through improved execution
  • Leverage data to make better, faster business decisions

“RKL Next is a unique model for our region,” notes partner and consulting services group leader Bethany Novis. “Instead of reaching up to the national level for this type of expertise at the expense of personalized service, small to mid-sized companies throughout the Mid-Atlantic can now tap into RKL Next for future-ready strategies delivered by a trusted local advisor.”

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Nicholas Boyer Named to RKL Partnership

Nicholas Boyer

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has announced that Nicholas A. Boyer has been admitted as a partner while continuing to serve as chief investment officer/executive vice president of the firm’s investment advisory subsidiary, RKL Wealth Management LLC.

“Nick leads the way in providing our clients a robust, integrated service model that harnesses all of our business advisory and wealth management capabilities,” RKL CEO Edward W. Monborne says. “We congratulate Nick on this professional milestone and look forward to his continued contributions to the firm, our clients and our team.”

Boyer brought more than a decade of financial services experience when he joined RKL Wealth Management in April 2016. He oversees investment philosophy and portfolio strategy, directs wealth management and financial planning services and leads business development pursuits. He also chairs the RKL Wealth Management Investment Committee.

A former U.S. Marine and combat veteran, Boyer served in a special operations unit in Afghanistan as part of Operation Enduring Freedom. He received his B.A. in Business Administration/Economics, Risk Management and Insurance from Temple University. Boyer is Board Chair for the Lancaster Public Library and chairs the Investment Committee for the Catholic Education Foundation. He resides in Lancaster with his family.

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RKL Introduces De Stefano as New CFO

Michael De Stefano

Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) has announced that Michael De Stefano has joined the firm as CFO, succeeding Kevin Lightner, who retired from the firm April 30 after 18 years as CFO.

As CFO, De Stefano will lead and manage financial operations in close collaboration with RKL leadership.

De Stefano’s new role marks his return to the firm where he began his career. In 1995, he began as a staff accountant and rose to the position of audit manager. De Stefano became the controller of a large transportation and logistics company in Middletown, Pa., in 2009, and most recently served as the company’s CFO and vice president of finance.

“We thank Kevin Lightner for his dedication and service to RKL, and wish him the best in the future,” says RKL CEO Edward W. Monborne. “We’re proud to welcome Mike De Stefano back to RKL and we look forward to his contributions toward RKL’s continued growth and success.”

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RKL Wealth Management’s Stephanie Etter Promoted to Chief Compliance Officer

Stephanie J. Etter

Stephanie J. Etter

RKL Wealth Management LLC, a subsidiary of Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million), announced that Stephanie J. Etter has been promoted to chief compliance officer.

In her new role, Etter is responsible for developing and monitoring the firm’s compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.

“We congratulate Stephanie on her promotion to this significant leadership role for our firm. Her years of experience in operations working in conjunction with our compliance professionals combined with her dedication to client service excellence make her a natural choice for this new role,” says president Laurie Peer.

Etter most recently served as the firm’s operations manager and served as a liaison between the operations team and top management while establishing and implementing processes and procedures. Prior to joining the firm, she spent 16 years in the wealth management industry.

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RKL Expands Research & Development Tax Credit Practice

Benjamin J. Fortner

Benjamin J. Fortner

Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) announced that Benjamin J. Fortner has been named leader of the firm’s expanded research and development (R&D) tax credit practice, which is part of the tax services group. Joining Fortner is Kerrie A. Wesley, who serves as R&D credit practice manager.

“Now that research and development tax credits are more widely available to even more industries, we’re proud to welcome highly regarded professionals like Ben Fortner and Kerrie Wesley to grow RKL’s R&D tax credit practice and help businesses across the nation take full advantage of this economic incentive,” says RKL CEO Edward W. Monborne.

Thanks to recent regulatory changes that removed limitations and expanded eligibility for these tax credits, more companies of various sizes and industries can reliably plan to use the credit dollar-for-dollar against their tax liability.

The practice specializes in partnering with all sizes of companies to capture tax benefits from development and improvement activities. Beyond the assessment and analysis to uncover current opportunities, the team also develops and implements internal procedures to position companies to track expenses and activities eligible for future credits.

“Most companies are underserved by the standard approach to R&D tax credit applications,” Fortner says. “The RKL team employs a custom approach and crafts a tailored analysis around the development process specific to each clients’ eligible research activities. This model translates into real dollars for our clients.”

Fortner has overseen hundreds of R&D tax credit studies in a wide variety of industries including architecture, engineering, construction, large-scale manufacturing, material production and mining, agriculture and precision metal machining.

Wesley has a successful history of creating tangible value for businesses in a number of industries, including manufacturing, tool and die, construction, architecture, mechanical contractors and agriculture.

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RKL Admits Hurst and Woll to Firm Partnership

Ryan P. Hurst

Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) announced that Ryan P. Hurst and Ruthann J. Woll were admitted to the firm’s partnership Jan. 1.

Hurst was named a partner in RKL’s business consulting services group and Woll is the firm’s newest partner in its tax services group.

“These two professionals are well respected in their fields of expertise, trusted by their clients and colleagues and focused on positioning businesses and organizations for real, sustained growth,” says RKL CEO Edward W. Monborne.

Since joining RKL in 2017, Hurst has helped expand RKL’s advisory services to support a wider range of organizations. His expertise is in business valuation, succession planning and mergers and acquisitions. He advises clients on buying and selling companies, constructing employee stock ownership plans (ESOPs) and evaluating their strategic alternatives. Hurst leads RKL’s transaction advisory services practice. Hurst was also recently recognized as one of the Reading Eagle’s 40 Under 40 award recipients.

Woll oversees RKL’s individual tax planning and compliance efforts and leads the firm’s nonprofit tax niche. With more than two decades of tax accounting experience, Woll is an expert in these areas has helped clients adapt to the new tax reform legislation. She speaks on individual and nonprofit tax topics for client board and committee members, professional associations and industry organizations.