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Untracht Early Admits New Principal and Announces Promotions

Florham Park, N.J.-based Untracht Early (FY18 net revenue of $29.8 million) has recently expanded its assurance practice by admitting a new principal and promoting two long-term professionals.

Timothy Schnall was hired and admitted as a principal, Robert Slootmaker was admitted as a partner, and Dennis Murtha was promoted to executive director.

The move adds experienced leaders to the assurance practice.

Schnall joins Untracht Early following a 22-year career serving alternative investment clients as an audit partner in the investment management practice at a Big 4 firm. His specialty areas include accounting, financial reporting, internal control and audit assistance services for private equity funds, hedge funds, fund of funds, infrastructure funds and real estate funds. His clients range from start-up managers to complex, multinational financial institutions.

Slootmaker has been with Untracht Early since 2009. In his new role as principal of the firm, he will continue to provide assurance services, financial statement preparation services, outsourced accounting services and partnership taxation services to his clients. He works primarily with investment management companies, private equity funds, broker-dealers, commercial clients and employee benefit plans. He also implements professional development programs.

A professional with the firm since 2003, Murtha now joins its team of executive directors who work in tandem with the firm’s principals in their practice areas to share supervisory responsibility and execute strategy design and implementation. He works primarily with investment management companies, real estate investment companies and other commercial clients. Murtha has oversight responsibility for compilations, reviews and audit engagements.

More news from Untracht Early

Nodoro Admitted as Tax Principal at Untracht

Andrea Nodoro

Andrea Nodoro

Florham Park, N.J.-based Untracht Early (FY17 net revenue of $28.1 million) announced that Andrea Nodoro has been admitted as a principal of the firm.

Nodoro joined the firm in 2013 and is a member of the firm’s individual tax practice. She will continue to provide tax and compliance services to the firm’s individual, trusts, real estate partnership and energy sector clients. She also helps not-for-profit clients with compliance issues and clients with taxation requirements related to gifting. In her new role, she will help shape the strategic vision for future growth at the firm.

Nodoro leads the firm’s 1040 Tax Training Program. She creates the content and teaches it to the firm’s tax professionals.

“Our individual tax clients constitute a substantial portion of the firm’s practice,” said David S. Untracht, senior principal. “By naming Andrea as a principal of the firm, we hope to give her even greater latitude to work responsively with these clients in offering the signature high level, tax-technical guidance for which Untracht Early is known.”

In addition to her firm responsibilities, Nodoro gives back to the community by volunteering for Junior Achievement of New Jersey and serving on the advisory council for Dress for Success Morris County, a not-for-profit organization that promotes the economic independence of disadvantaged women.

Untracht Early Promotes Two to Principal

Adam Doctor

Adam Doctor

Florham Park, N.J.-based Untracht Early (FY16 net revenue of $26.1 million) has promoted two principals: Adam Doctor and Stacy Palmer.

Doctor has been promoted to principal of the assurance practice. He will continue to have a leadership role in the firm’s assurance practice and to provide accounting, audit and consulting services to a broad range of clients including commercial clients, private equity clients, employee benefit plans and registered investment advisors. Doctor will also have oversight responsibility for quality control which provides the firm with reasonable assurance that its personnel are complying with professional standards and applicable legal and regulatory requirements.

Stacy Palmer

Stacy Palmer

Palmer has been promoted to principal of the tax practice. As a tax practice leader, Palmer will continue to focus on both corporate and individual taxation to offer clients guidance on the most effective tax planning and tax structuring opportunities available to them. An added benefit of her experience in individual taxation principles, laws, and regulations is that she is able to assist her corporate clients with related individual tax matters.

Untracht Admits Cagnetta as Partner

Cagnetta_Rich_Untracht 2016

Richard Cagnetta

Florham Park, N.J.-based Untracht Early (FY15 net revenue of $22.7 million) has admitted Richard Cagnetta as a principal of the firm.

Cagnetta joined the firm in February of 2014 and is a member of the firm’s business entity tax practice. He will continue to provide tax advisory and compliance services to the firm’s alternative investment industry clients. Additionally, he will be involved in shaping the strategic vision for firm growth.

He has 22 years of experience and has held senior roles both at Big 4 accounting firms and billion-dollar hedge funds, for which he provided tax planning, structuring and compliance services.

“Our alternative investment clients constitute a substantial portion of the firm’s practice,” says MP Tracey Early. “Rich has proven himself an invaluable asset to delivering outstanding service to these clients.”

David Untracht, senior principal, says, “We hope to give him even greater latitude to work responsively with both our larger industry managers and our smaller start-up clients in offering the signature high-level, tax technical guidance for which Untracht Early is known.”

Association for Accounting Marketing Announces Category and Individual Marketing and Achievement Award Winners

congrats

The Association for Accounting Marketing (AAM) announced the recipients of its individual Marketing Achievement Awards (MAA) at the AAM-MAA Gala. The event was held at the Walt Disney World Swan and Dolphin Resorts during the organization’s 26th Annual Summit. Individual awards are presented annually in recognition of outstanding achievements in the accounting marketing profession, as well as contributions to AAM.

Michelle Golden

Michelle Golden

Michelle Golden Inducted Into the Association for Accounting Marketing Hall of Fame

Being inducted Into the AAM Hall of Fame is the highest honor in the field of accounting marketing. Inductees must have ten years or more of service and be known for their outstanding accomplishments as a leader of the association. Michelle Golden, growth leader and principal at K·Coe Isom, a well-known leader in the accounting industry, was named as this year’s honoree. A growth and profitability strategist, she has helped more than 100 CPA, law and wealth-management firms achieve results, energizing the people she works with as she helps them solve the difficult challenges of change. She has won a number of professional accolades over the years. Golden has been a member of AAM since 1996.

Eric Majchrzak Named Marketer of the Year

Eric Majchrzak

Eric Majchrzak

The Marketer of the Year, sponsored by INSIDE Public Accounting, is presented to an experienced marketer who is well-recognized for the high quality of their work, as well as their ability to consistently gain results. Majchrzak has had a significant impact on the growth of his firm, BeachFleischman. Not only has he brought discipline and structure to their marketing effort, his enthusiasm and passion has created an environment where all staff want to be involved in developing new business.

Jessica Levin Named Volunteer of the Year

The Volunteer of the Year award recognizes dedication to AAM, involvement on committees and/or special projects, as well as their professional accomplishments. Jessica Levin of Seven Degrees Communications was named Volunteer of the Year for the important role she has played in a number of AAM committees and initiatives over the past few years. Her contributions to the Digital Communications, Website, Podcast and Conference committees, as well as work on other AAM initiatives, all while launching a successful business, was cited during the presentation of the award.

Veronica Rodriguez Honored as Rookie of the Year

Demonstrating excellence in the field, the Rookie of the Year shows creativity, initiative and drive with their firm. Veronica Rodriguez of PDR Certified Public Accounting won this year’s award due to her successful work straight out of college redefining her firm’s brand. With a new website, social media campaign and a number of other successful initiatives, she has made a powerful impact in a short time.

Thirty-four awards for marketing accomplishment were awarded this evening for accounting marketers recognized for achievement. The Association for Accounting Marketing annual award gala features awards in multiple categories: web sites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 125 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically and measurable results.

The categories and winners are as follows:

Advertising
Campaign: Total Spend of $24,999 or less, Untracht Early LLC
Campaign: Total Spend Above $25,000, SaxBST
Online Advertising, Skoda Minotti
Single Ads, Peterson Sullivan LLP

Branding
Integrated Branding Program Budget Under $100,000, AAFCPAs
Integrated Branding Program Budget Above $100,000, Dixon Hughes Goodman
Logo, Untracht Early LLC

Business Development/Sales Proposals/Presentations
Sales Presentations, Warren Averett
Winning Proposals, Perkins & Co

Client Service Surveys
Client Service Surveys, EKS&H LLLP

Collateral
Brochures, Untracht Early LLC
Publications: Between $10 and $24.9 Million in Revenue, Henry & Horne LLP
Publications: Above $25 Million in Revenue, Rehmann

Content Marketing Campaigns
Blogs, Freed Maxick CPAs
Integrated PR Campaign, Brown Smith Wallace
Non-Technical Published and Feature Articles, McGladrey LLP
Technical Published and Feature Articles, Henry & Horne LLP

Events
Budget of $9,999 or Less, Barnes Dennig
Budget Between $10,000 and $24,999, Henderson Hutcherson & McCullough
Budget of $25,000 or More, Anders CPAs + Advisors

Internal Programs
Corporate Social Responsibility: Between $10 and $24.9 Million in Revenue, HERBEIN + COMPANY INC.
Corporate Social Responsibility: Above $25 Million in Revenue, Anders CPAs + Advisors

Marketing Campaigns
Direct Marketing/Lead Generation Campaign, Crowe Horwath LLP
Integrated Marketing Campaign, SVA Certified Public Accountants SC
Recruiting Campaign: Below $9.9 Million in Revenue, Cornwell Jackson PLLC
Recruiting Campaign: Between $10 and $24.9 Million in Revenue, Perkins & Co.
Recruiting Campaign: Above $25 Million in Revenue, Anders CPAs + Advisors
Social Media Campaign, Anders CPAs + Advisors

Maverick Marketing
Maverick Marketing, Honkamp Krueger & Co. PC

Multimedia
Budget of $9,999 or Less, Peterson Sullivan LLP
Budget of $10,000 or More, WithumSmith+Brown PC

Website
Below $9.9 Million in Revenue, Stern Cohen LLP
Between $10 and $24.9 Million in Revenue, AAFCPAs
Above $25 Milion in Revenue, Clark Nuber PS

Members Choice Collateral (Brochures), Elliot Davis Decosimo

The Fastest-Growing IPA 200

The IPA 200 fastest-growing firms are expanding – both organically and through mergers – despite the economic environment. Whether they are rebuilding from an off year, or adding to impressive growth from years past, these firms have found a formula that works. We are happy to introduce many new firms to the list, and are hopeful to see them in the IPA 100 in the near future. These firms show great promise for the future. For the full list of IPA 200 firms, click here.

The Fastest-Growing IPA 200

1. Robert R. Redwitz & Co. / Irvine, Calif. ……..14.1%

1. Gettry Marcus Stern & Lehrer CPA / Woodbury, N.Y.  ……..14.1%

2. Gursey | Schneider LLP / Los Angeles ……..12.4%

3. Janover LLC / Garden City, N.Y. ……..12.2%

4. KatzAbosch / Timonium, Md………10.3%

5. Green Hasson Janks LLP / Los Angeles……..10.0%

6. WebsterRogers LLP / Florence, S.C.  ……..9.4%

7. Untracht Early LLC / Florham Park, N.J.  ……..9.3%

8. Sax Macy Fromm & Co. PC / Clifton, N.J………8.8%

8. NSBN LLP / Beverly Hills, Calif………8.8%

9. Bennett Thrasher PC / Atlanta ……..8.1%

9. Greer & Walker LLP / Charlotte, N.C. ……..8.1%

10. Wolf & Company LLP / Oakbrook Terrace, Ill. ……..8.0%