Five Partners Admitted at Boyum Barenscheer

Bloomington, Minn.-based Boyum & Barenscheer announces that five professionals have been admitted to the partnership.

  • Becky Gibbs joined the firm in 2008. She focuses her audit work on the construction, manufacturing, leasing and nonprofit industries.
  • Bill Kayl has over 30 years of tax experience ranging from Big 4 firms to local practices. He focuses primarily on flow-through and transaction/structuring based on tax consulting and compliance services for owner-managed businesses.
  • Jake Kriegler joined the firm in 2005. He works in all areas of audit, but has become a leader of the team that services the firm’s employee benefit plan audits.
  • Nick Swedberg joined the firm in 2008. He conducts tax planning and preparation work along with CFO services for clients in the firm’s business advisory services department. He focuses on the restaurant and brewery industries.
  • Chris Wittich joined the firm in 2007. As a member of the tax department, he works with individuals, businesses, trust and estates, and expats providing tax planning and compliance services. His area of specialization is in international tax.

Mosley and Company Joins Matthews Cutrer and Lindsay

Ridgeland, Miss.-based Matthews Cutrer and Lindsay announced that the firm has merged in Mosley and Company of Clinton, Miss.

The Mosley team has assumed the MCL brand and their office is the first Clinton location for MCL. Partner Bill McCoy manages the office.

“Our west Hinds County clients will enjoy a more geographically central MCL office. The professionals known and trusted by Mosely clients will continue serving their needs with the added resources of our firm,” says MCL’s managing shareholder, Matt Freeland.

Waymond Mosley says, “Life’s work is made better by trusted relationships and innovative partnerships. MCL’s core passion is people – not just numbers. They believe every person and every relationship hold inherent worth, and they exhibit a strong desire to meaningfully assist clients. For these reasons, I selected them to continue the legacy of Mosley and Company.”

BDO Launches New Digital Advisory Business

Chicago-based BDO USA (FY19 net revenue of $1.64 billion) has launched BDO Digital, a digital advisory business focused on helping middle market organizations harness innovation and capture the full power of technology.

According to BDO’s forthcoming 2020 CFO Outlook Survey, 54% of middle market organizations are pursuing digital transformation strategies this year. “However, many lack the resources and experience to make digital transformation a success – or as successful as it could be,” BDO says.

BDO Digital offers:

  • Digital Strategy
  • Data Analytics & Insights
  • Change Management
  • IT Outsourcing
  • Governance, Risk & Compliance
  • Privacy & Cybersecurity
  • Cloud & Technology Solutions
  • Application Development

“BDO Digital is focused on the transformational impact of technology on business and people –not just delivering systems,” says Bob Knott, partner of BDO USA and co-leader of BDO Digital. “We help clients envision the possibilities, develop and implement solutions and, most importantly, guide them through the change management necessary to achieve the desired results.”

The team of more than 400 digital advisory professionals is built from the firm’s technology and business transformation services practice and SWC Technology Partners, a wholly owned subsidiary of BDO USA.

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CRI Expands Family of Companies

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has added The Preferred Legacy Trust Company to its family of companies, a new portfolio company offering estate and trust administration.

The Preferred Legacy Trust Company provides investment management oversight, family planning and advisory services, family stewardship and philanthropy, business and bank advisory services, and household financial management. Preferred Legacy Trust professionals handle the financial oversight of marketable securities, unique and closely held assets, estate plans, and other concierge services.

“The addition of Preferred Legacy Trust to our CRI Family of Companies allows us to provide an integrated approach to specifically support the needs of high-net-worth clients,” says Bill Carr, MP and chairman. “We are able to offer clients advice from our teams of professionals spanning the entire CRI Family of Companies.”

Denise Penz, president and CEO of The Preferred Legacy Trust Company, says, “We are ready to deliver our client-centric and integrated approach to long-term estate planning to our customers and help them achieve their ultimate goal of preserving their legacies for years to come.”

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Nisivoccia Elevates Two from Government Group to Partner

Man Lee

Mount Arlington, N.J.-based Nisivoccia announced that Man Lee and Raymond Sarinelli have been admitted as partners at the firm.

Raymond Sarinelli

Both Lee and Sarinelli are members of the government entity group. Lee has been with the firm for 17 years. She specializes in audits for county and municipal governments, school and fire districts, and federal and state grants. Sarinelli joined the firm as an intern in 2005. His clients include school districts, municipalities, counties and other government entities.

Additionally, Ryan Hynson, Andrew Kucinski and Mike Smith were elevated to principal.

Nisivoccia, an independent member of the BKR International, has 15 partners and about 90 professional and support staff members. It has a second location in Newton, N.J.

Maria Stromple Joins Wilke & Associates CPAs & Business Advisors as Partner

Maria D. Stromple

Pittsburgh-based Wilke & Associates CPAs & Business Advisors announced that Maria D. Stromple has joined the firm and been admitted as a tax partner.

Stromple, formerly of Pittsburgh-based Schneider Downs (FY19 net revenue of $87.5 million) and Reading, Pa.-based Herbein & Company, serves closely held businesses in manufacturing, real estate, wholesale distribution, transportation/logistics, insurance and technology industries. Her experience includes federal and multi-state compliance and comprehensive strategic tax planning for businesses.

She has participated in numerous acquisition and divestiture teams providing business owners with tax strategies for structuring transactions to minimize tax. She has assisted business owners in obtaining valuations and preparing purchase price allocations. Additionally, she has worked closely with attorneys in evaluating tax matters and language for partnerships, sales, and merger agreements.

Horvath & Giacin Joins EisnerAmper

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced that the leadership and staff of CPA firm Horvath & Giacin of Pennington, N.J., have joined the firm.

Founded in 1989, Horvath & Giacin is a full-service accounting firm with a staff of 22. They offer tax, accounting and assurance, and business advisory and consulting services to clients in more than 10 countries.

“What really impresses us about Horvath & Giacin is their relationship-driven approach. John Horvath and his team genuinely feel that each of their clients – irrespective of their size, location or industry – should receive stellar service,” says Jay Weinstein, EisnerAmper MP of markets and industries and PIC of the firm’s New Jersey office.

Horvath, president and a founding member of Horvath & Giacin, is joining EisnerAmper as a partner. “We’ve admired the ‘EisnerAmper way’ for a long time. And we’re thrilled to now be able to leverage its robust technology, advisory service offerings, talent, client initiatives, educational resources and more to enhance our client service.”

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Rea & Associates Admits Paul Gregory as Equity Principal in Cleveland

Paul Gregory

New Philadelphia, Ohio-based Rea & Associates (FY18 net revenue of $50.4 million) announces that Paul Gregory has been admitted as an equity principal in the Cleveland office.

He will join Rea’s leadership team of experts in overseeing a broad spectrum of accounting services. In his new role, he is responsible for overseeing Rea’s operations in the office, as well as conducting accounting services for individuals, businesses and non-profit organizations. He is known in the areas of bookkeeping, taxation and reviews and compilations.

“I’m a client service professional who gets back to clients quickly and that takes care of clients’ needs as soon as possible,” states Gregory.

His experience includes more than 20 years in the profession, most recently assisting with office management and revenue generation through client services. Employed since 2018 at Rea, he previously worked in the Amherst, Ohio, office.

Additional promoted equity principals include Ben Antonelli, Dublin, Ohio, Scott Moyer, Zanesville, Ohio, and Dustin Raber, Wooster, Ohio. They join 27 others as partial owners of the IPA 100 CPA firm.

“We have a great team,” says CEO Don McIntosh. “I’m proud to recognize [those] who were promoted by leadership for going above and beyond in their service to Rea, their team and our clients.”

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Mazars USA Announces Expansion of Executive Board, New OMPs

New York-based Mazars USA (FY18 net revenue of $205 million) has announced leadership changes in a number of positions as part of the firm’s national expansion.

As of Jan. 1, the firm expanded the executive board from five to seven members. One new member is partner and national consulting and advisory practice Leader Robert Kastenschmidt, who provides accounting and management consulting services to clients in a range of industries. Long Island OMP Craig Fine also joins the executive board. He delivers business advisory and financial management services to owner-operated businesses in the manufacturing, distribution and service industries.

In Chicago, Jeremy Rice is named OMP. Rice co-leads the Chicago audit practice and is a leader in the industrial and automotive sectors.

In New York, Robert DeMeola joins Mazars in the role of OMP. He previously spent 15 years in leadership positions at another firm and is charged with helping Mazars grow in the New York market. Partners Alan Wohl and Howard Leung also join in New York, in the private client services and real estate practices, respectively.

Mazars USA Chairman and CEO Victor Wahba says, “As the firm continues our national growth, we felt it was important to also increase the membership of the executive board. Our consulting practice is a significant component to our business and our future, so it was natural to bring Robert Kastenschmidt onto the board. Similarly, Craig Fine has an important role in our Long Island office’s growth and is a key member cultivating our food and beverage practice.”

Wahba adds, “We continue to grow our Chicago office and, with his track record of success for the firm, we feel that Jeremy Rice is an excellent choice to contribute in the upward trend.” He adds that DeMeola has substantial experience leading the New York office of another large national firm. “Along with his skilled colleagues, this provides us with a deep bench into the future in this important marketplace.”

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Mize Houser & Company Becomes Mize CPAs

Topeka, Kan.-based Mize Houser & Company (FY18 net revenue of $31.9 million) announces a name change to Mize CPAs Inc. along with a new logo and website.

Chairman James Hilbert says, “We’ve grown through mergers, invested heavily in technology and hired tremendously talented people. Our culture provides a respectful and supportive place for our 228 employees so they can provide the best accounting, payroll and consulting services to our clients.”

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