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Mauldin & Jenkins Partner Named GASB Chair

Joel Black

Joel Black, PIC of the audit practice at Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million), has been named the chair of the Governmental Accounting Standards Board (GASB).

He will succeed David Vaudt on July 1, when Black’s seven-year, nonrenewable appointment takes effect. He will join GASB in a few months to facilitate a smooth transition.

Black has worked at Mauldin & Jenkins since 2004. Prior to that, he was an employee at KPMG for 12 years.

He oversees the audit practice of the firm’s eight offices throughout five states and also leads the firm’s government professional practice group, covering more than 400 public sector clients.

“He brings extensive knowledge and experience to the role and has genuine appreciation for the opportunities and challenges that our stakeholders face as accounting standards change,” says Kathleen Casey, Financial Accounting Foundation chair. The Financial Accounting Foundation oversees GASB and the Financial Accounting Standards Board (FASB).

“I have been immersed my entire adult life in the important, complex world of governmental accounting,” Black says. “I am eager to join my new colleagues in the mission to establish and improve accounting standards and to engage with the remarkably diverse group of stakeholders who care so much about public sector financial reporting.”

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Expert in Advisory Services Joins Mauldin & Jenkins as Partner

David Roberts

David Roberts

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) has announced that David Roberts has joined the firm’s advisory practice. He has also been admitted as a partner.

Roberts is a specialist in the operational issues faced by governmental entities at all levels –local, state and federal. He is also knowledgeable in quasi-governmental umbrella organizations and assists clients in streamlining operations, optimizing service delivery and increasing stakeholder satisfaction.

Roberts has more than 19 years of experience with Big 4 firm KPMG, and has served in leadership roles in public sector advisory services.

Jeff Fucito, PIC of the Atlanta office and the advisory practice, welcomes Roberts. “David is a true leader among his peers when it comes to understanding and resolving the many challenges clients face in today’s environment. David possesses exceptional abilities around helping clients identify and seize fleeting opportunities.”

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Jeff Dorris Joins Mauldin & Jenkins to Lead SALT Practice

Jeff Dorris

Jeff Dorris

Atlanta-based Mauldin & Jenkins LLC (FY19 net revenue of $52.5 million) announces that Jeff Dorris has joined the firm to direct its state and local tax (SALT) practice, after more than a decade of tax services at United Parcel Service.

“Jeff will provide additional expertise to our state and local tax practice,” says Jeff Fucito, PIC of the Atlanta office. “His practical experience will be an asset to our clients in implementing and managing solutions to minimize tax exposure.”

Dorris has extensive experience in state income tax, sales and use tax, personal property tax, as well as credits and incentives. He enjoys state tax planning and organization restructuring to reduce the client’s overall state tax burden. Mauldin & Jenkins plans to expand its footprint to create a national SALT practice.

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Mauldin & Jenkins Acquires Jon Campbell & Associates

Atlanta-based Mauldin & Jenkins LLC (FY18 net revenue of $50.6 million) announced the acquisition of Jon Campbell & Associates of Brandon, Fla., an advisory firm providing professional services to financial institutions. On March 15, Jon Campbell & Associates officially joined the Bradenton, Fla., office, of Mauldin & Jenkins.

Jon Campbell & Associates is made up of professionals who provide trusted advisory services including risk management, internal audit, regulatory compliance, and information technology services. Their proven success adds to the wealth of services Mauldin & Jenkins offers. Providing quality service to clients, building a firm that will stand the test of time, and providing opportunities for employees remain Mauldin & Jenkins’ key objectives.

“This combination gives the Mauldin & Jenkins’ financial services team additional resources while significantly increasing our firm’s presence and recognition within the State of Florida,” says Hanson Borders, MP, Mauldin & Jenkins. “We believe this combination will strategically integrate and align with both our existing Florida financial services practice as well as our firmwide financial services practice by continuing the Jon Campbell & Associates’ long-term reputation and legacy for excellent client service.”

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New MP, Five New Partners at Mauldin & Jenkins

Hanson Borders

Atlanta-based Mauldin & Jenkins (FY18 net revenue of $50.6 million) announces that Hanson Borders, previous Birmingham, Ala., office PIC and financial institutions group leader, became new MP of the firm Sept. 1.

Hanson began his career with Mauldin & Jenkins in 1989 and has 29 years of auditing, tax and consulting experience primarily in the financial services area. He replaces Donny Luker, who served as MP for the last nine years.

In addition, Mauldin & Jenkins announces that five professionals have been admitted as new partners:

Heather Batson

 Heather Batson, Chattanooga, Tenn. – Batson has been with the firm since 2003. Her experience includes audits for financial institutions, including public companies, not-for-profit organizations and employee benefit plans.

Nicole Cunningham, Birmingham, Ala. – Cunningham has been with the firm since 2005. Her experience includes audits for financial institutions, internal control audits, non-profit organization audits, HUD audits, and examinations of controls at service center organizations.

Derrick Cowart, Savannah, Ga. – Cowart is a partner in the governmental practice division. His experience covers a wide variety of state and local governments in Georgia and South Carolina. He has been practicing public accounting since 1985. He came to Mauldin & Jenkins in 2018 as part of the firm’s acquisition of a governmental auditing, accounting and consulting practice in Savannah, Ga., for which he practiced for over 27 years.

Michael Gordon

Michael Gordon, Atlanta – Gordon joined the firm in 2005. Since then, he has focused his career on audits for financial institutions and audits of employee benefit plans. Additionally, his experience includes assisting clients with FDICIA and SOX 404 testing, HUD compliance and regulatory reporting. His experience also includes audits of clients within the governmental sector and the health care industry.

Tim Lyons, Columbia, S.C. – Lyons recently transferred to the Columbia office from the Atlanta office. He specializes in service to clients in a wide range of industries including middle market and privately held businesses, employee benefit plans, higher education, not-for-profit organizations and governmental entities. His experience covers attestation services, consulting, and advisory work with a wide variety of clients throughout the Carolinas, Georgia and Tennessee.

Mauldin & Jenkins Acquires KRT’s Governmental Practice Division

Atlanta-based Mauldin & Jenkins LLC (FY18 net revenue of $50.6 million) announced the merger of the governmental practice division of KRT CPA of Atlanta. KRT CPA (formerly known as Karp Ronning & Tindol) has been operating in Savannah for over 90 years providing traditional audit and tax services to a wide variety of clients.

“We view the merger of KRT’s governmental practice unit as a unique and strategic opportunity to expand our presence in this important market area of Georgia and the greater low country area. Clients of both firms will benefit from greater convenience and the combined service capabilities that our two governmental practices together will offer,” says Hanson Borders, incoming MP of Mauldin & Jenkins.

Miller Edwards, head of Mauldin & Jenkins governmental practice, added “Our partners and staff are very excited and believe this merger is a win-win for both firms and our combined governmental clientele. This merger enhances our logistics and provides greater experienced resources to over 50 combined governmental clients in the general area.”

The merger of KRT’s governmental practice into Mauldin & Jenkins was effective July 1.

Mauldin & Jenkins Acquires of Derrick Stubbs & Stith

Atlanta, Ga.-based Mauldin & Jenkins (FY17 net revenue of $46.2 million) will acquire Derrick Stubbs & Stith of Columbia, S.C. on Oct. 1.

Along with six partners, Derrick Stubbs & Stith brings more than 25 professional and administrative staff members to Mauldin & Jenkins. Partners include Charles Statler, Jr. (MP), Alan Grimsley, Todd Dailey, Timothy Monahan, David Splittgerber and Michelle Chapman. By joining forces, M&J will have approximately 280 people and seven offices located in five states.

Mauldin & Jenkins tailors services according to the many niche industries it serves including closely held businesses, financial institutions, governmental entities, long term health care, non-profits and entrepreneurial services.

PrimeGlobal Welcomes Mauldin & Jenkins as Newest Member

PrimeGlobal is pleased to announce that Atlanta-based Mauldin & Jenkins (FY16 net revenue of $46.3 million) is the newest member to join the association’s North American region.

Mauldin & Jenkins has provided audit, accounting and tax services since 1918. Its culture, from the beginning, has been to provide top-quality service to every client. Since the firm’s inception in Albany, Ga., it has added offices in Atlanta, Macon, Ga., Birmingham, Ala., Bradenton, Fla., and Chattanooga, Tenn. Mauldin & Jenkins is ranked No. 78 on the 2016 IPA 100 list of largest accounting firms in the nation.

“We are pleased to expand our reach in the Southeast region and have another top 100 accounting firm join our growing membership,” says PrimeGlobal North America’s Chief Regional Officer Michelle Arnold. “Mauldin & Jenkins is an excellent addition to our membership. The firm’s breadth and depth in audit of governmental clients and financial institutions will be invaluable to the association.”

MP Donny Luker says, “We are eager to participate in and contribute to the knowledge sharing that is part of the PrimeGlobal membership. We are also excited about working together with firms that share similar core values but different niches.”

PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, comprised of approximately 300 successful independent public accounting firms in 85 countries.

Mauldin & Jenkins Partners Announce Retirement

Terry Henderson, Casey Stuart, David Holt and Larry Eddlemon will retire from Atlanta-based Mauldin & Jenkins LLC (FY15 net revenue of $46.4 million). After more than a collective 140 years of service, they are moving on to the next stage in their lives and their careers.

“Each of their contributions have been significant to the long-term success of our firm and to the individuals who have worked with them and learned from them during their careers,” says Donny Luker, MP of Mauldin & Jenkins. “There have been only 92 equity owners of M&J since 1918, and the 98 years of success would not have been possible except for the contributions of these individuals and many others like them.”

Henderson – Since joining M&J in 1977, Henderson has devoted much of his career to serving family-owned businesses. Industries served include wholesale distribution, real estate development and management, contractors, manufacturing and long-term health care. During his 39 years at Mauldin & Jenkins, Henderson was also the Macon, Ga., office PIC for more than 20 years.

Stuart – His experience covers many industries and types of business entities. He has spent a significant portion of his career serving financial institutions.

Holt – Holt has assisted and advised commercial clients in business formations, acquisitions and liquidations and has worked with individual tax clients in income tax planning, estate planning and general financial planning. He also has extensive experience in resolving federal and state tax examination issues for clients of the firm.

Eddlemon – His areas of expertise are in taxation of financial institutions, real estate entities, manufacturing companies and automobile dealerships.

Seven Partners Named at Mauldin & Jenkins

Atlanta-based Mauldin & Jenkins (FY15 net revenue of $46.4 million) has announced the appointment of seven new partners in the Atlanta, Macon, Ga., Chattanooga, Tenn., and Bradenton, Fla., offices.

“As the economy within our markets continues to heal, these partners allow us to continue our focus on growth, quality work and client service, which is the foundation of our 97 years of success,” says MP Donny Luker.

Bob Heuel

Bob Heuel

The new partners are:

Bob Heuel – Atlanta

Heuel’s focus is individual income tax compliance and planning. He also works with closely held companies and employee benefit plans. He joined M&J in 2008 and has over 15 years of experience in public accounting.

James Bence

James Bence

 

James Bence Atlanta

Bence primarily serves a wide range of state and local governmental entities and has worked solely with governments since joining the firm in 2003.

 

Matt Hill

Matt Hill

Matt Hill – Chattanooga

Hill has over 16 years of experience in public accounting, all with M&J, serving a wide range of clients in the public services industry. His experience with the firm covers a variety of state and local government organizations.

 

Dianne Kopczynski

Dianne Kopczynski

 

Dianne Kopczynski – Bradenton

Kopcznski has over 20 years of auditing experience in the financial institution, higher education, not-for-profit, employee benefit plan, construction and various for profit industries. She is also a Certified Internal Auditor.

 

Christian Bennett

Christian Bennett

Christian Bennett – Chattanooga

Bennett focuses on providing auditing, accounting and consulting services for financial institutions, not-for-profit organizations and employee benefit plans.

 

 

Carl Garner – Atlanta

Carl Garner

Carl Garner

Garner has focused his career on taxation of closely held businesses, high-net-worth individuals and non-profits. He is a firmwide tax resource in mergers and acquisitions, tax controversy and real estate. He represents individuals, corporations, partnerships and non-profit entities before the Internal Revenue Service and the Georgia Department of Revenue at both the examination and appellate levels. He has served as an expert witness for tax matters in U.S. District Court and the U.S. Bankruptcy Court.

 

David Irwin

David Irwin

David Irwin – Macon

Irwin has over 12 years of experience in public accounting, all with M&J, serving a wide range of clients in the public services industry. His experience with the firm covers a variety of state and local government organizations.