Search Results for: blumshapiro

Boston Presence Expands With Larger Office for blumshapiro

West Hartford, Conn.-based blumshapiro, an IPA 100 firm, has moved its Boston office from One International Place to Two International Place, nearly tripling its office space downtown.

The new lease covers 9,995 square feet of office space on the 22nd floor of the Financial District skyscraper. Previously, blumshapiro subleased approximately 3,500 square feet on the 16th floor of neighboring One International Place. The OMP is Brian Renstrom.

The One International Place office marked the firm’s first Massachusetts location after expanding from Connecticut about nine years ago. Since then, blumshapiro has opened offices throughout the state in Quincy, Newton, North Andover and Worcester.

The expanded location was designed to better serve clients headquartered downtown while providing more convenience for employees who live there.

Although blumshapiro received its certificate of occupancy in late March, the space remained vacant until recently due to COVID-19 restrictions. The firm will adhere to the 50% occupancy guidelines and other protocols.

Under optimum conditions, the space is configured for about 50 to 60 people, with 35 individual workstations, 14 private offices and a 16-person conference room that overlooks Boston Harbor.

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blumshapiro Admits Two Partners

Lindsey McGrath

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) has admitted two new partners: Lindsey McGrath and Andrew Bostian 

McGrathtax partner in Quincy, Mass., joined the firm in 2015 through its merger with Schneider Schneider & Associates. McGrath began her career as a state auditor with the Massachusetts Department of Revenue. She performtax compliance and planning services, as well as accounting and auditing services, for privately held businesses and their owners.  

McGrath’s areas of focus include partnerships/limited liability companies with a concentration on real estate. She works closely with large family groups and high-net-worth individuals and is a member of the private client group. 

Andrew Bostian

Bostian is a partner in the litigation and business valuation group in Quincy. He joined the firm in 2014. His experience includes valuations for gift and estate tax purposes, bank financing, litigation support, charitable contributions, equity-based compensation and equity buyouts.

He also focuses on the provision of a full range of transfer pricing services for his multinational clients, from planning to documentation to audit support. In this context, he has performed a wide variety of economic analyses.

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Heather Bearfield Joins blumshapiro As Partner

Heather Bearfield

Heather B. Bearfield has joined West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million).

She has been admitted as a partner in the firm’s advisory services group and is based in Boston.

Bearfield has more than 15 years of experience in leadership roles managing risk and building information security management programs. She serves as partner for cyber and IT risk services. She will manage risk and build information security management programs for firm clients.

“Heather brings a strategic, results-driven skillset and a proven track record in helping businesses enhance their risk capabilities. She has been extremely successful in building best practice IT governance, risk and cybersecurity control management tools and processes and is fully committed to blum’s focus on enhancing client value,” says CEO Joseph Kask.

Prior to joining blumshapiro, Bearfield served as principal of cyber and IT risk services in the Boston office of New York-based Marcum (FY18 net revenue of $549.7 million).

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New blumshapiro Office Gets Two Co-Leaders

Alan Osmolowski

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) announces that partners Alan Osmolowski and William Tarzia have been appointed co-leaders for the firm’s new Worcester, Mass., location.

“The appointments of Alan and Bill as co-leaders of our new Worcester location reflect their strong knowledge of the market and the integral role they will play in the growth of our business in Massachusetts,” says Joseph Kask, CEO of blumshapiro. “Both men have a deep understanding and experience of our business, the industry and the markets in which we operate. They are strong, dynamic and values-driven leaders delivering consistent, high-quality performance.”

William Tarzia

Osmolowski has over 29 years of experience assisting clients in identifying, evaluating and implementing tax planning strategies that result in significant tax and cash flow savings. He works with other members of the blumshapiro team to address client tax issues and implement innovative and sustainable tax savings strategies. Osmolowski’s areas of technical expertise include tax accounting methods, inventory methods, ASC 740, state and local taxation, tangible property regulations, international tax and corporate tax planning.

Tarzia has 25 years of experience working with public and private entities, including several with international operations. His areas of technical expertise include revenue recognition, equity issuances, complex debt offerings and stock compensation. In addition, Tarzia has extensive experience providing public companies with second accounting firm services such as advising on non-recurring complex accounting issues, new accounting standards implementation, due diligence and SEC filing reviews.

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blumshapiro Announces Merger with SunBlock Systems

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) has merged with SunBlock Systems as a division of blumshapiro. SunBlock is a cybersecurity, digital forensics, business intelligence and technology consulting firm in Reston, Va.

“With the addition of SunBlock Systems, we are significantly increasing our capabilities by providing clients with world-class expertise in the ever-growing area of global security and intelligence,” says CEO Joseph A. Kask. “SunBlock’s ability to protect clients’ key assets and further their business interests in both the cyber and physical worlds is integral in today’s digital world and complements blum’s cybersecurity, forensic and investigative services.”

SunBlock’s areas of expertise include digital forensics, eDiscovery, cyber intelligence and deep and dark web monitoring, due diligence and investigative support, cyber breach investigations and technology consulting.

David Sun, CEO of SunBlock Systems says, “With blum’s resources we will expand our cutting-edge technology to help our clients protect their organizations from cyber threats, gain a tactical advantage against litigation opponents and competitors, and assure regulatory and legal compliance.”

SunBlock consults on complex technical and legal issues, often serving as an expert witness for its clients. It has investigated or supported investigations into many of the best-known corporate malfeasance cases since the first Bush administration.

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blumshapiro Merges In Cowan Bolduc Doherty

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) has announced a merger with Cowan Bolduc Doherty (CBD) of North Andover, Mass.

The combination with CBD will expand the firm’s presence in Massachusetts to five locations, adding 20 professionals, including three partners.

“CBD’s strong and well-respected team of auditing, accounting and tax experts – and their reputation for providing exceptional client service – greatly complements blumshapiro and further supports our commitment to provide our clients the personal level of service that has contributed to our firm’s success,” says blumshapiro CEO Joseph A. Kask.

Stephen J. Doherty, partner at CBD, says, “Since our founding in 1988, CBD has fostered strong relationships with our clients in northeastern Massachusetts. For more than 30 years we have embraced growth and change, and this merger with blumshapiro is a natural next step in providing our clients with more resources while maintaining the personalized commitment they have come to expect from CBD.”

“This combination helps extend blumshapiro’s reach and leadership serving entrepreneurial clients in the Boston market,” says Gary Adamson, CEO of Adamson Advisory LLC, the advisor to both firms on this merger. “Cowan Bolduc Doherty has been a leader serving the Boston market for many years and was attracted to blumshapiro because of their outstanding talent pool and extensive range of services focused on the middle market.”

The merged firm will adopt the blumshapiro name. The North Andover office will join blum locations in Boston, Newton, Quincy and Worcester, Mass. The firm also has offices in West Hartford, Shelton and Marlborough, Conn., and Cranston, R.I.

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Francis Nemia Hired as Partner at blumshapiro

Francis Nemia

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) announced that Francis J. Nemia has joined the firm’s advisory group and has been admitted as a partner. He is based in Boston.

Nemia will manage the firms Enterprise Risk Management (ERM) advisory services practice. He will lead a group of experts focused on the needs of each client’s business risk environment by understanding business strategy, processes, systems, external environment, organizational culture and other factors.

“With more than 30 years of experience in both financial, operational and IT audit/assurance and advisory practices, Frank brings a strategic, results-driven skillset and a proven track record in helping businesses grow and thrive. In addition, Frank is an entrepreneurial business and technology leader with expertise in dealing with a wide range of companies and industries,” says Brian Renstrom, MP of the advisory group.

Most recently, Nemia served as managing director of Linium Consulting, where he brought structure to its go-to-market effort, executed client-facing roles in the digital operations practice and established internal operational efficiencies. Prior to that, Nemia spent 28 years at Ernst & Young LLP.

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blumshapiro Names Joe Feehan as Tax Partner

Joe Feehan

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) recently announced that Joe Feehan has joined the firm and been admitted as a tax partner in the Boston office.

Feehan has extensive knowledge of state and local tax planning, as well as a deep understanding of the impact of federal tax reform on multistate filings. He is responsible for providing state and local tax planning and compliance services. He works closely with clients to identify opportunities, manage risks and proactively address state tax law changes.

Prior to joining blumshapiro, Feehan was a director at PricewaterhouseCoopers.

Brian Renstrom, MP of the firm’s Massachusetts offices and the advisory sources group, says, “His expertise and market-facing experience will allow us to continue to grow our Massachusetts presence, as well as further expand our capabilities as a firm.”

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Consultant Barry Sussman Joins blumshapiro

Barry Sussman

Barry Sussman

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) announces that Barry Sussman has joined the firm as a consulting director in its litigation and valuation practice.

Sussman specializes in the analysis of economic damages in commercial and intellectual property litigation. He has more than 25 years of experience assisting companies and attorneys in the dispute resolution process. He has also led international teams of forensic accountants as they performed financial restatement investigations and conducted business and intellectual property valuations and royalty audits.

Sussman’s client focus includes those in the technology, medical devices, retail, consumer products, energy and life sciences industries.

“His experience greatly complements the services we offer our clients, while enriching our expertise in these specialties,” says Brian Renstrom, MP of the firm’s Massachusetts and the advisory sources group.

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Rudewicz Admitted as Partner and Counsel at blumshapiro

Frank Rudewicz

Frank Rudewicz has been admitted to the partnership at West Hartford, Conn.-based blumshapiro (FY17 net revenue of $79.5 million).

Rudewicz joins the firm as a member of the leadership team and will lead the firm’s litigation and valuation practice from the Boston office.

Rudewicz has more than 30 years of experience in conducting domestic and international investigations for fraud, forensic accounting, asset tracking and other litigation related matters. He has appeared on NBC Dateline and Forensic Files for his investigative work and has been appointed a compliance and ethics monitor for a number of organizations within the construction, government and environmental industries.

In addition, Rudewicz is experienced in expert witness testimony and has testified in matters involving forensic accounting, trade secrets, independent investigations and security. He lectures and writes frequently on these topics.

Prior to his appointment at blumshapiro, Rudewicz served as principal, counsel and PIC of forensic services at Marcum LLP.

“A nationally recognized expert in litigation and witness testimony, as well as an educator, lecturer and author, Frank brings an extraordinary breadth of experience and value to blumshapiro. Frank’s earlier experience serving his country and community now reflects his commitment to providing clients with the highest degree of ethical and legal standards,” says CEO Joseph A. Kask.