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UHY Advisors Promotes Houston To Head Tax Practice

David Houston

Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) has named David Houston to lead its tax practice in its Columbia, Md., office. Houston joined UHY in 2018 as part of the firm’s merger with bgr CPAs.

“We are thrilled to have Dave lead our tax practice,” says Harold Mohn Jr., UHY Advisors Mid-Atlantic CEO. “Under Dave’s leadership, we will be able to serve our clients with even greater skill and effectiveness.”

Houston serves a broad base of clients across most industry lines. He specializes in succession planning, income tax, and estate tax planning, particularly for closely-held business owners. In addition, he is highly knowledgeable and proactive in providing tax services to high-net-worth individuals and real estate professionals. He has successfully represented clients in front of the IRS and state and local government agencies.

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Kane Polakoff Joins UHY Advisors to Launch Client Accounting Advisory Services

Kane Polakoff

Kane Polakoff has joined Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) as practice leader of the client accounting advisory services (CAAS) practice.

The CAAS mission is to allow client management additional time to run their enterprise. Within his role, Polakoff will work with existing and new clients to offer customized services.

Over 22 years, Polakoff has had national and international executive roles in management consulting, business process outsourcing and business transformation. He has been responsible for successfully delivering end-to-end solutions to small, midsize and Fortune 100 companies within different business sectors such as health care, retail, not-for-profit and manufacturing.

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Cynthia Hannafey Joins UHY’s Board of Directors

Cynthia Hannafey

Cynthia Hannafey

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announces that Cynthia Hannafey, a current managing director with UHY Advisors, has joined the firm’s board of directors.

UHY’s nine-member board is charged with the stewardship of the firm, guiding its corporate strategy, reviewing and approving annual budgets, and appointing and monitoring the performance of the CEO.

“Cindy has over two decades of experience advising senior management teams and C-suite executives in regard to operational and financial process optimization,” says Richard David, COO of UHY Advisors. “Her experience leading teams at UHY that analyze and implement strategies, processes and technologies to address enterprise-wide challenges is a significant asset to our clients.”

Anthony Frabotta, chairman and board member of UHY Advisors, says, “Cindy’s technology background is an immediate boon to a versatile team representing various geographic regions and professional specialties that bring unique and insightful perspectives to our firm.”

Hannafey, based in Atlanta, provides portfolio, program and project management; software selection and digital transformation services; post-merger integration; and operational and financial process optimization services to client companies.

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UHY Advisors Announces Creation of UHY Advisors Alliance, First Member

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) has established the UHY Advisors Alliance and welcomed Grobstein Teeple LLP as its first member.

The UHY Alliance will allow member firms to use specialized services as well as add regional offices to better meet client needs. The alliance will provide UHY access to locations in the growing Orange County, Calif., market, among others. Grobstein Teeple has three offices in Southern California and one in Washington, D.C.

As an alliance member, Grobstein Teeple will receive the support of the national UHY network, including access to their industry specialists and national infrastructure, further enhanced by the global resources of UHY International.

Grobstein Teeple specializes in providing accounting and consulting services in a variety of areas, including insolvency, litigation, receiverships, family law, forensic accounting, fraud investigations, business management, fractional CFO and cybersecurity.

UHY COO Richard David says, “This alliance complements UHY’s already robust national presence with access to several offices in California and helps establish our position in a rapidly growing West Coast market. The alliance also offers Grobstein Teeple resources to our national network of 18 locations and as a portal to UHY International resources in nearly 100 countries.”

“Both firms have already seen the benefit of these additional resources and talents in meeting existing and prospective client needs,” says MP Howard Grobstein.

Leveraging the existing network built by Grobstein Teeple, UHY’s presence in California will expand beyond Orange County, creating a larger market for the firm’s West Coast office. As of June 13, the firms have aligned to work with clients in California on accounting services, business consulting and litigation support.

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Mark Witte Admitted as Partner at UHY Advisors

Mark Witte

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announces that Mark Witte has been admitted to the partnership group.

Based in the firm’s Albany, N.Y., office, Witte advises business leaders on a wide range of tax issues with both large multinational businesses as well as small, closely held domestic businesses. His expertise also includes corporate accounting for income taxes and planning, compliance and consulting for closely held businesses and their high-net-worth owners.

“Mark works closely with C-suite executives across a variety of industries and is a tremendous asset to our firm. We’re excited to have him join the partner team as he continues to work with some of the largest companies in the capital region,” says James Daniels, lead tax partner for UHY LLP in Albany.

Witte says, “I look forward to continuing to deliver the next level of service to our clients as well as being a part of the continued growth of UHY.” Witte joined UHY LLP in 1999.

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Betina Dufault Joins UHY LLP as National Director of Financial Reporting and Quality Control

Betina Dufault

Betina Dufault

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announced that Betina Dufault has joined the firm as the national director of financial reporting and quality control.

As a member of UHY’s national office, Dufault acts as a technical resource for the firm’s audit practice, working with UHY professionals as they adopt new audit procedures and review new accounting principles. She also oversees the firm’s quality control and internal inspection programs and will facilitate external inspections conducted by AICPA peer reviewers, the PCAOB and the U.S. Department of Labor.

Prior to joining UHY, Dufault was an associate director at the PCAOB in the division of registration and inspections, where she spent 15 years working on developing inspections and reporting matters including, for the last seven years, overseeing the remediation program for the country’s largest accounting firms.

“Betina brings over 25 years of work experience in assurance, accounting, advisory and regulatory matters and is a proven veteran of quality in the audit process,” says Cynthia Scheuer, MP of UHY LLP.

Prior to her tenure at the PCAOB, Dufault was a senior manager at a Big 4 accounting firm, where she led audits of public and private companies, and advised clients on technical accounting matters. Dufault also completed a two-year fellowship position at the SEC.

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Daniels Joins UHY’s Board of Directors

James Daniels

James Daniels

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announced that James Daniels, one of the firm’s managing directors, has been elected to join the firm’s board of directors.

UHY’s 7-member board is charged with the stewardship of the firm, representing all of the managing directors in guiding corporate strategy, as well as reviewing and approving annual budgets. Daniels’ term of office commenced Jan. 1.
“Jim is a highly accomplished tax expert and is a well-respected leader within our firm,” says Richard David, COO of UHY Advisors. “His experience representing our firm externally as well as advising C-suite level executives, small business owners, and municipalities in regard to tax issues will be a welcome addition to the board.”

“We have a very strong leadership foundation in place and Jim joins a seasoned board,” says Anthony Frabotta, chairman and board member of UHY Advisors. “Our board is a versatile team representing various geographic regions and professional specialties that bring unique and insightful perspectives to our firm.”
As a managing director with UHY Advisors NY Inc., Daniels leads the Albany office tax practice and oversees client services in areas of corporate, individual, estate and state and local tax issues.

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UHY LLP Announces Hopkins’ Admission to Partnership

Laurie Hopkins

Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) has announced that Laurie Hopkins has been admitted as an audit partner in the St. Louis office.

She has more than 30 years of experience in public accounting serving clients in the greater St. Louis community. She joins UHY from CBIZ & Mayer Hoffman McCann, where she served as the lead managing director and attest practice leader in the St. Louis office in addition to serving as a member of MHM’s national board of directors.

Hopkins says, “I chose to join UHY because of the opportunity to work with a team that has a solid foundation in the St. Louis market that is supported by a strong national presence and international network. I look forward to the opportunity for growth with a group of partners that are well respected and team members that are dedicated to serving their clients and their community.”

Her move to UHY was followed by UHY acquiring the accounting, tax and attest practice of CBIZ/MHM in the St. Louis area. Hopkins and six employees from the CBIZ accounting practice in St. Louis will be joining the UHY team in St. Louis.

UHY LLP Expands in Mid-Atlantic Through Merger

Anthony P. Frabotta

Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) announced that it has expanded its office in the mid-Atlantic region through its merger of the professional services firm Berman Goldman & Ribakow LLP (bgr CPAs), which is located in Columbia, Md. The merger was effective Dec. 3.

“The addition is part of UHY’s growth strategy to add quality firms and partners in the region, expand our footprint, provide added services and gain critical mass,” says Anthony P. Frabrotta, chairman and CEO, UHY Advisors. “The bgr CPAs team brings unique local service capabilities that will enhance and help us grow our platform for existing UHY services.”

This merger doubles the size of UHY in the Maryland area and is in response to continued client demand for increased services and capabilities, UHY says. Marc Rubin, MP of bgr, and Steve Wolf, partner, and their 20+ colleagues will be joining the existing UHY office in Columbia.

“UHY’s commitment to personalized, high-quality audit, tax and specialized consulting services strongly mirror that of bgr,” Rubin says. “We are eager to be able to offer our clients a broader array of resources, service offerings and solutions.”

Kansas City Firm Merges With UHY Advisors

Scott McRuer

McRuer & Associates of Kansas City, Mo., is merging with Chicago-based UHY Advisors (FY17 net revenue of $140.8 million), which was ranked No. 32 on the IPA 100 list of largest firms in the nation.

Before merging with McRuer, UHY did not have an office in the Kansas City area. Scott McRuer, founder and managing member of McRuer & Associates, will remain as a partner at UHY leading the Kansas City office, the Kansas City Business Journal reported.

McRuer has 15 employees, and all will stay with the firm.

UHY brings McRuer an auditing practice and several new specialty practices, such as cyber security, state and local tax expertise, and international accounting and consulting. It also brings more scale.

“We’ve had some companies we’ve not been able to serve in the past. We didn’t offer a few services companies wanted. Now with the involvement of UHY, that is no longer the case,” McRuer told the publication.

“At the end of the tax season, I always ask the staff if they had a magic wand what would be the things they would want to improve our operation,” McRuer says, according to the St. Louis Business Journal. “The merger with UHY gives me that magic wand. The depth of their team and their offerings, and their market slice being similar to the types of clients we like to serve, it’s just a really great fit.”

UHY LLP is the U.S. subsidiary of UHY International, which has a presence in 98 countries worldwide.