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Friedman Opens 10th Office in Red Bank, N.J.

Randall M. Paulikens

New York-based Friedman LLP (FY18 net revenue of $117 million) announced that it has opened an office in Red Bank, N.J. This will be Friedman’s 10th office and its fifth in New Jersey, with others in East Hanover, Marlton, Toms River and Linwood.

Randall M. Paulikens, a partner in the forensic, litigation and valuation services group, will lead the Red Bank office and work to expand the firm’s forensic reach throughout the Northeast.

“Our Red Bank office will offer greater convenience for existing clients,” Paulikens says. “Furthermore, our space at The Galleria, a mixed-use space that is home to restaurants and cozy shops, shows the Jersey Shore’s many charms and will be a great place to work.”

The Galleria Red Bank is a 2.6-acre building dating back to the late 1800s. The building was used as a uniform factory during the two world wars. In fact, Paulikens’ great-grandfather worked at this location during World War II.

Friedman offers accounting, auditing, tax and consulting services to public and private companies of all sizes, as well as high-net-worth individuals.

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Friedman Welcomes International Tax Practice Director

David Slemmer

David Slemmer

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that David Slemmer has joined the New York office as a director in the firm’s international tax practice with a specialized focus in the area of transfer pricing.

He brings more than 20 years of experience evaluating and planning projects for large multinational companies as well as mid-market businesses across several industries. He has worked closely with clients in the life sciences, consumer business and manufacturing sectors.

His expertise includes:

  • Helping taxpayers determine appropriate transfer prices for future transactions
  • Performing economic studies for use in the defense of transfer prices under examination
  • Delivering industry-specific analyses for negotiations with the Internal Revenue Service and non-U.S. taxing authorities

Friedman Headquarters Moving in May

New York-based Friedman LLP (FY17 net revenue of $101.5 million) is relocating its New York office from 1700 Broadway to One Liberty Plaza at 165 Broadway on May 6.

“We are proud soon-to-be residents of Lower Manhattan – home to innovative tech startups and longstanding firms in a vibrant neighborhood where people come to work, live and visit,” the firm announced.

Friedman has five offices in New Jersey, and is also located in Long Island, N.Y., Philadelphia, Beijing and Shanghai and has been serving offering accounting, tax and consulting services since 1924.

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Friedman Launches New Brand for Cybersecurity Company: CyZen

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has unveiled a new website and brand of its cybersecurity company, CyZen.

“While many cybersecurity consultants prey on fear, CyZen takes a unique approach — delivering thoughtful and practical guidance that brings you peace of mind,” the firm announced. “We draw our inspiration from the ensō, or the circle of enlightenment, which reflects our mission to restore cyber tranquility to your organization.”

CyZen helps businesses assess and prevent cyber threats, detect and respond to attacks, and evaluate risks and review compliance. Services include penetration testing and vulnerability management through incident response, risk assessment and more.

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Jay Graham Joins Friedman as Tax Partner

Jay Graham

Jay Graham

New York-based Friedman LLP (FY17 net revenue of $101.5 million) announces that Jay Graham has joined the firm’s New York office as a tax partner.

Graham has more than 25 years of diversified public accounting experience with privately held C corporations, S corporations, partnerships and individuals in a variety of industries, including manufacturing, real estate, distribution, retail, technology and professional services. He is also knowledgeable regarding tax compliance and consulting and ASC 740.

His expertise includes:

  • Advising high-net-worth individuals, including business owners and their families, on tax planning and personal financial planning
  • Identifying federal and state tax-saving strategies for partnerships, S corporations, and C corporations in conjunction with tax planning for their owners and officers
  • Guiding clients through the complex provisions of the new tax law and regulations
  • Conducting in-house training sessions
  • Teaching tax courses before the Tax Executive Institute (TEI) on ASC 740 and mergers and acquisitions
  • Delivering real estate and partnership transaction review and consultation

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Friedman Announces New Partners

Joseph Klein

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has admitted four professionals to the partner group and appointed a new regional leader.

The firm has hired Joseph Klein as a partner in the headquarters office, and appointed Brian Kristiansen as leader of the tax department in East Hanover, N.J.

The following professionals were admitted as partner:

  • Brian Kearns, a member of the firm’s SEC group, Marlton, N.J.
  • Erin Liu, who provides auditing, accounting and financial consulting services, Marlton, N.J.
  • Thomas Miranda, who specializes in consumer products, wholesale, distribution, textile and apparel, manufacturing, retail and financial services, New York.

Friedman LLP Announces New Chief Information Officer

Donald Logan

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that Donald Logan has joined the firm’s headquarters as the CIO.

He brings more than 20 years of professional services IT experience to Friedman. Logan has held several leadership roles at a number of accounting firms, where he led analysis and re-engineering of business processes, identified and developed new tools, and reshaped physical infrastructure and network access, among many other initiatives.

In addition to helping ensure that systems and networks are leveraging industry best practices, Logan will track technology trends and help the firm plan for the rapidly changing advances in the profession.

“Don’s skillset speaks for itself. At Friedman, we strive to fill each seat with most exceptional individuals in the industry,” says co-MP Fred Berk. “There’s no doubt in my mind that Don will help further our current IT department’s already robust offerings to deliver the continued strategic and multi-faceted support that are much-needed in an ever-changing landscape.”

Logan says, “I look forward to demonstrating the power of looking globally at Friedman’s IT needs along with a strong understanding of the firm’s culture to best position its short- and long-term goals.”

Friedman LLP Launches Qualified Opportunity Zone Consulting Practice 

Steven Bokiess

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced a new offering: Qualified Opportunity Zone (QOZ) consulting services.

The QOZ program, created under the 2017 Tax Cuts and Jobs Act, is a tax-incentivized investment initiative meant to spur economic growth in low-income communities while providing investors with additional capital to expand existing businesses, form new businesses or fund real estate developments, the firm reports.

Leading the new practice group will be partner Steven Bokiess, who brings more than 20 years of experience advising prominent real estate organizations involved in a wide range of properties. He has provided tax consulting and compliance services to a variety of real estate and asset management clients, including REITs, real estate partnerships, private equity funds, hedge funds, investment advisors, broker/dealers and mutual funds.

“With QOZs currently spanning 12% of the land area of the nation, there is a tremendous opportunity for individual, trust or corporate investors to reap significant tax advantages,” says Robert Charron, partner and tax practice leader at Friedman. “The expansion of our service offerings to include this new practice group further demonstrates our commitment to staying on the pulse of industry and policy changes to deliver excellent client services.”

Two Industry Experts Join Friedman Leadership Team

Shaji Varghese

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that Shaji Varghese, partner, and Brandon Baker, principal, have joined the firm’s Philadelphia office, bringing with them a wealth of cross-industry expertise.

Varghese is an audit partner at Friedman LLP, bringing more than 25 years of experience managing audit engagements for clients from start-ups to large organizations. Prior to joining Friedman, Varghese dedicated the majority of the past 14 years as a partner in a large internationally registered accounting firm focused in auditing public and private companies. He has extensive experience supporting clients across industries including life sciences, biotech, real estate, software and technology, financial services and manufacturing.

Baker is a tax principal at Friedman LLP, with more than 15 years of experience working with private clients to ensure multi-generational wealth. He guides clients through federal and state income tax challenges arising from closely held business interests, their inherited wealth and transfer tax matters. He spent six years in the private wealth practice of a Big 4 accounting firm.

“As part of our commitment to delivering excellence in client services, we strategically select industry experts who bring powerful insights to our clients. Shaji and Brandon have in-depth industry knowledge and value a hands-on and personalized approach when it comes to individualized client attention,” says Harriet Greenberg, co-MP and leader of the fashion and diamond and jewelry practices at Friedman.

“What drew me most to Friedman is the firm’s highly personal approach to client services. While many mistake tax and audit as purely numbers-based, it’s much more about human interest and strategizing the best options available based on an individual’s unique needs,” says Varghese.

Friedman Names Dula MP for Philadelphia Office

Kim Dula

Kim Dula

New York-based Friedman LLP (FY17 net revenue of $101.5 million), with offices in New Jersey, Long Island, N.Y., Philadelphia and Beijing, announced Kim Dula will assume the position of MP for the firm’s Philadelphia office on Jan. 1.

Dula will work closely with current MP Chuck Shechtman to transition management responsibilities. He will continue serving clients and developing new business opportunities within the Mid-Atlantic region.

“The entire Philadelphia office is so passionate about their work and is a great team to be a part of. They demonstrate exceptional client service each day, and we can thank Chuck for setting that example in his role,” says Dula.

Dula is a partner who provides tax planning and compliance services to the firm’s high-net-worth clients and their closely held businesses and private foundations. She also provides clients with the consulting and compliance services required to fulfill their estate, gift and fiduciary needs.

“Kim brings an impressive background in accounting and a strong dedication to her clients to the position, which is critical to maintaining our reputation for excellence and service,” says Shechtman. Dula will continue to manage the Philadelphia tax department and remain active in the firm’s high net-worth and closely held business practices.

Much of the staff in the Philadelphia office joined Friedman following its acquisition of Philadelphia-based accounting firm Shechtman Marks Devor in January 2016. Dula has been a partner at Friedman since 2013.