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UHY LLP Welcomes COO, New Partner in Capital Region

Chicago-based UHY LLP (FY17 net revenue of $140.8 million) has admitted Michael Poveda as a partner, and UHY Advisors has hired Michael Antovski as its COO.

Poveda has joined the firm as an assurance and advisory partner. Based in the Albany, N.Y., office, Poveda advises clients on emerging issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement.

Poveda provides assurance, accounting and advisory services to national and international clients in various industries, from successful start-ups to the dynamic middle-market and multinational Fortune 500 companies.

“Mike joining our firm is a testament to UHY’s continued investment in our people, clients and to our community commitment in upstate New York,” says Howard Foote, MP of the New York-Capital Region. “Mike has made a significant impact in our community since returning to his home here in Albany. Given his experience as the managing partner for another top-tier global audit, tax and advisory services firm, and his two decades as a trusted advisor to senior leaders, Mike will help us provide clients with our ‘next-level service’.”

Poveda also served as a partner at a Big 4 firm, and he served as the lead client service partner and audit partner on public and privately held organizations. He advised clients on structured transactions, including strategic investments, business acquisitions and financing arrangements. He has extensive experience assisting clients with financial reporting matters, complex accounting standards and internal controls.

In other news at the firm, Antovski, as the new COO, will be responsible for the oversight of the firm’s national shared services including finance, information technology, marketing, corporate compliance and human resources. He will be active in all facets of the firm’s acquisition initiatives.

Antovski, based in Farmington Hills., Mich., office, comes to UHY having worked at a Wall Street law firm, a multi-national accounting firm and a number of law firms focused on the middle market. He has served as the lead tax partner on many mergers and acquisitions, and has led corporate restructuring initiatives. He has extensive experience working with entrepreneurs, private equity firms and financial services organizations.

“Michael’s depth of knowledge and hands on experience complements our strong performance-oriented culture. He will fill a key role on our national leadership team as we witness an unprecedented amount of professional services firms desiring to merge up,” says UHY Advisors CEO Steve McCarty.

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UHY Expands in Northeast With Acquisition of Pattison Koskey Howe and Bucci

Chicago-based UHY LLP and UHY Advisors Inc. (FY17 net revenue of $140.8 million) has announced they will expand their presence in the Northeast region with the merger of Pattison Koskey Howe and Bucci (PKHB), which operated six offices in the Hudson Valley area of New York.

The deal adds three partners, six principals and approximately 50 additional professionals and administrative staff to UHY.

The merger developed over several years through the firms’ collaboration serving their respective clients. Their combined expertise will create new business opportunities in the Hudson Valley with the addition of three of the PKHB offices in Hudson, Kingston and Catskill.

A. Michael Bucci, Matthew VanDerbeck and Bradley Cummings will join UHY as partners. One of PKHB’s founders, Richard Koskey, joins UHY as a principal, along with Nancy Patzwahl, Suzanne Muldoon, Gary Newkirk, Therese Wolfe and Jean Howe Lossi.

“We are committed to ensuring a smooth transition and look forward to our combined experience strengthening our presence and further helping us counsel our clients as we continue to expand our service lines, industry sectors and advisory services to meet growing client business strategies and demands across the Northeast,” says Michael Mahoney, CEO of UHY Advisors NY, Inc.

“UHY’s commitment to client success, community support, career development, deep industry expertise and professional leadership in the accounting and advisory sectors are a foundation of our collective continuing legacies,” Bucci says.

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UHY Advisors Acquires St. Louis Firm

Chicago-based UHY LLP and UHY Advisors Inc. (FY17 net revenue of $140.8 million) announced their expansion in the Midwest region with the addition of the professional services practice of Becker and Rosen CPAs of Maplewood, Mo., a suburb of St. Louis.

This is the third expansion in the Midwest within the last year for UHY. The addition will complement UHY’s current service offerings, company values and commitment to excellent client service.

“We are pleased to welcome the Becker team to UHY through this expansion as their team already possesses the UHY qualities of deep accounting experience and personalized relationships with clients,” says Jerry Townsend, Midwest regional MP for UHY. “This continues our growth strategy in the Midwest – adding quality firms and partners to our region while expanding our footprint.”

Becker has been serving the St. Louis area for over 30 years with personalized financial guidance to local individuals and businesses. The team’s expertise ranges from tax management and accounting services to more comprehensive services such as audits, financial statements and financial planning.

“We recognized the need to increase our talent pool and resources in order to maintain and excel our level of client service,” says Jonathan Becker, founder and partner of Becker.  “We have found UHY to have similar company values and an excellent client service record. Together we will have the increased resources and talent we need to deliver the service and quality work products we strive so hard to achieve.”

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UHY LLP Expands With Long Island Office

Chicago-based UHY Advisors and UHY LLP (FY17 net revenue of $140.8 million) has opened a new office in Mellville, N.Y., to serve its Long Island clients in technology, financial services, manufacturing and distribution, real estate and professional services.

“With offices throughout the greater New York region, Melville was the next logical step in serving our clients located in the Long Island marketplace,” says Mehmet Sengulen, OMP of the office at 58 South Service Road, Suite 115. “We are thrilled to be establishing a physical footprint in a community where we live and are already serving a significant client base. Our new state-of-the-art office and exceptional team of world class professionals will allow us to continue our long tradition as a positive corporate neighbor and expand our client base in the region.”

The new Long Island office covers about 6,000 square feet, including 20 workspaces, two conference rooms and a multi-purpose center for dining. Professionals can access a fitness center, a relaxation space and a 300-seat auditorium for presentations to clients and the larger business community, the firm says.

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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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