Grassi & Co. Moves Scarsdale Office to White Plains

New York-based Grassi & Co. (FY16 net revenue of $53 million) announces that it is moving its Scarsdale, N.Y., offices to White Plains.

Robert Bernstein, PIC of the White Plains office, has more than 30 years of experience specializing in tax and business consulting services to auto dealers, car washes, gas stations, quick lube stations, restaurants, electrical contractors and liquor stores.

“This new location will enable us to operate at greater efficiency in how we serve our clients, will improve internal and external communications, and increase speed in responding to our clients’ needs,” says Bernstein.

Lantz Tapped to Lead Idaho Society of CPAs

Laura Lantz

Laura Lantz

Laura Lantz has been named executive director of the Idaho Society of Certified Public Accountants.

Lantz joins the association after eight years with the Idaho Association of Highway Districts, the past four years serving as associate director.

In her previous role, Lantz was a legislative advocate for local highway and transportation issues. She was the liaison for 61 districts, advising members on budgets, management and policy. Her other responsibilities included member engagement and training.

BKD Names New MP for Indiana, National Tax Director

Troy Gilstorf

Troy Gilstorf

Springfield, Mo.-based BKD (FY16 net revenue of $537.6 million) has promoted Troy Gilstorf to MP for the firm’s Indianapolis and Bloomington offices. He started his career as an intern for the company and most recently served as assistant MP for the past eight years.

Also, Tim Wilson has been promoted to national tax director. He previously served as MP. Wilson will still lead the Nebraska tax unit while maintaining this new role.

Larson Joins Grassi & Co. as Tax Partner

Tim Larson

Tim Larson

New York-based Grassi & Co. (FY16 net revenue of $53 million) announces that Tim Larson has joined the firm as an international tax partner based in its New York office.

Larson brings more than 20 years of experience and recently headed international tax at both New York-based Citrin Cooperman and Marcum. He has also developed a strong network in Moore Stephens globally, and Grassi & Co. executives expect this network to grow even further. Larson has expertise in numerous areas of international tax planning, transfer pricing, OVDP programs and many core areas that affect Grassi’s clients.

“As our international practice continues to grow, we needed to expand our team of professionals to further serve our clients, and after an extensive search, we brought on someone with an outstanding depth and knowledge of international tax,” says MP and CEO Louis C. Grassi.


Greg Bielski

Greg Bielski

Westborough, Mass.-based AAFCPAs (FY15 net revenue of $24.6 million) has named Greg Bielski as its new CFO.

Bielski has more than 30 years of financial management experience. He has a track record of controlling costs and expenses, optimizing tax, managing compliance and financial risks, and optimizing IT performance for growth opportunities, the firm announced. Previously, Bielski served as CFO at Braintree, Mass., accounting firm Kirkland, Albrecht & Frederickson, LGC+D of Providence, R.I., and at Lenbrook America Corp. of Sharon, Mass.

Dempsey and Team Join CLA in Idaho

Bill and Amy Dempsey, formerly of Riche Dempsey & Associates of Boise, Idaho, joined Minneapolis-based CliftonLarsonAllen (FY15 net revenue of $650.7 million) on June 26.

“Retaining the personal service approach we bring to our clients today is critical,” says Bill Dempsey. “Joining CLA allows us to do that, while broadening the capabilities and resources available to meet their personal needs.”

CLA, one of the largest firms in the country, offers an ever-widening range of wealth advisory, outsourcing and public accounting services.

“Bill and Amy help business owners run at peak performance, protect personal assets and create effective tax strategies,” says Ann Swindell, CLA’s PIC in Boise. “They can do this because they take time to both know and understand their clients.”

The Dempseys, along with Desiree Berg, Kellie Flory and Anna Rydman, join CLA’s team in the CLA Boise location.

Walthall, MarksNelson, WithumSmith+Brown Recognized For Community Service

Demonstrating an ongoing commitment to volunteerism is a driving force among the growing Association for Accounting Marketing’s (AAM) membership, a trend that shows no sign of slowing down.

To honor the firms that go above and beyond in their corporate philanthropic efforts, (AAM) presented the “We AAM to Serve” awards earlier this month.

“Our judges were blown away at the level of community involvement this year’s winners have shown,” says Rebecca Weiand, practice growth coordinator with Rea & Associates and co-chair of the We AAM to Serve awards committee. “Not only were we impressed with how many hours were donated to their community service initiatives, we were inspired by the various ways they were able to give back.”

We AAM to Serve recognizes winners in three categories: small firms (1-99 employees), medium firms (100-499 employees) and large firms (500+ employees). The winners of the 2016 We AAM to Serve Award dedicated a total of 8,550 community hours to helping hundreds of nonprofits – individually and as a firm – across five states. The 2016 winners were:

Walthall, Small firm category

Walthall’s Giving Back, Looking Forward is a firmwide program that encourages employees to volunteer. Employees receive eight hours a year to “give back” to the community to participate in activities such as preparing and serving dinners for the grief groups at the Cornerstone of Hope, work the Salvation Army Fresh Food Giveaway, or help sort food at the Greater Cleveland Food Bank.

MarksNelson, Medium firm category

On a cold weekday just before Christmas, a number of MarksNelson employees met at Washington Square Park in downtown Kansas City, Mo., which is regularly frequented by the area’s homeless. There, they wrapped 412 donated scarves, hats and gloves around trees and lampposts. Attached to each was a note placed by employee volunteers that read: “The spirit of the season has found you. We hope this item keeps you wrapped in warmth all winter long.”

WithumSmith+Brown, Large firm category

Following the devastation of Hurricane Sandy, the Staff Hardship Relief Fund was created to financially assist Withum staff and their families who were experiencing a temporary hardship. The firm holds the “Withum Week of Caring.” During the three days before Thanksgiving, all staff volunteer a minimum of four hours to a charity, in lieu of going into the office.

Winners were announced at the 2017 AAM Marketing Achievement Awards Gala June 14, as part of the organization’s annual summit in Las Vegas.

Marketing Achievement Awards Presented by AAM

Thirty awards for marketing accomplishment were awarded June 14 by the Association for Accounting Marketing at its annual award gala, which features awards in multiple categories: websites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 99 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:


  • Digital Advertising, Faw Casson
  • Paid Content Marketing & SEO Campaign, Anders CPAs + Advisors
  • Print Campaign: Total Spend of $24,999 of Less, Sol Schwartz & Associates PC
  • Print Campaign: Total Spend Above $25,000, Mazars USA LLP


  • Integrated Branding Programs: Budget Above $100,000, Postlethwaite & Netterville APAC
  • Integrated Branding Programs: Budget Below $100,000, Henry+Horne
  • Logo New or Refreshed, Lindquist LLP

Business Development Initiative

  • Customized Sales Initiative or Approach, Weinstein Spira

Collateral and Content Marketing

  • Announcements/Invitations, William Vaughan Company
  • Blogs, Henry+Horne
  • Brochures, Baker Tilly
  • Integrated PR Campaign, Collins Barrow Toronto
  • Publications and Newsletters, The Wolf Group


  • Budget between $10,000 and $24,999, Henderson Hutcherson & McCullough
  • Budget less than $9,999, Rea & Associates Inc.
  • Budget about $25,000, Freed Maxick CPAs PC

Marketing and PR Campaigns

  • Client Service/Survey, Margolin Winer & Evens LLP
  • Direct Marketing Campaign, Rehmann
  • Integrated Marketing Campaign, Rehmann
  • Non-Technical Published and Featured Articles, Henry+Horne
  • Nurture/Lead Generation Campaign, EKS&H LLLP
  • Recruiting Campaign, Bergan KDV
  • Social Media Campaign, WithumSmith+Brown
  • Technical Published and Feature Articles, Baker Newman Noyes

Video and Multimedia

  • Program Budget above $10,000, WithumSmith+Brown
  • Program Budget below $9,999, Skoda Minotti


  • Project Budget between $10,000 and $24,999, Henry+Horne
  • Project Budget above $25,000, Elliott Davis Decosimo
  • Project Budget below $9,999, BKD LLP

Members Choice

  • Website: Project Budget below $9,999, Whaley Hammonds Tomasello

AAM Announces Marketing Achievement Award Recipients

The Association for Accounting Marketing (AAM), the leading trade association focused exclusively on marketing and business development for the accounting profession, announced the recipients of its individual Marketing Achievement Awards (MAA) June 14 at its annual gala.

The event was held at the MGM Grand in Las Vegas during the organization’s 28th annual conference.

Jamie Thomas

Jamie Thomas

Jamie Thomas was inducted into the AAM Hall of Fame. Inductees must have 10 years or more of service and be known for their outstanding accomplishments as a leader of the association.

Thomas is a past president who helped AAM navigate through challenging times of transition and growth; served as a member and chair for various committees; spoken often at AAM conferences and has always said yes – many times before AAM even asked for help. Thomas happily shares experience with AAM members on many topics including how to get started at your firm, building firm culture, and so much more.

She is the first non-CPA to earn a partnership position with her firm The LBA Group of Jacksonville, Fla., which was acquired by Chicago-based BDO late last year.

Nicole Sterling was named Volunteer of the Year, which recognizes dedication to AAM, involvement on committees and/or special projects, as well as their professional accomplishments.

As chair of the website committee, Sterling, of RSW Accounting and Consulting of Montreal, Quebec, has given tirelessly to her role, whether it’s leading calls or working nights and weekends with other committees to ensure their sections of the website are working properly. From the new profile badges, to launching the marketer’s library, to building new sections and functionality, she’s constantly finding ways to maximize the ways to use, AAM Connect and the AAM Portal.

Jeshanah McLeod

Jeshanah McLeod

Jeshanah McLeod was honored as Rookie of the Year, which recognizes a marketer on the rise, who demonstrates distinction in the field. The Rookie of the Year shows creativity, initiative and ambition.

McLeod, of Lancaster, Pa.-based Brown Schultz Sheridan and Fitz, was hired as a marketing coordinator in September 2015. Her performance was deemed to be well above the expectations of the firm as she helped to revitalize her firm’s marketing efforts in her first year, which resulted in her title being changed to marketing director in February 2016. Educating the firm on the importance of marketing, this honoree presents initiatives in a way that helps the firm better understand how marketing initiatives benefit them.

Marks Paneth Announces Opening of Florida Office

New York-based Marks Paneth (FY15 net revenue of $110.9 million) is opening an office in Boca Raton, Fla.

The office will initially provide tax and estate planning services for high-net-worth individuals and family offices in the South Florida region. The firm intends to build on this platform to attract new clients across additional practice areas.

“The Florida market is a natural extension of the services and expertise offered by Marks Paneth throughout the Northeast,” says MP Harry Moehringer. “This move will enable us to provide a greater level of service continuity to our clients who spend part or all of the year in Palm Beach and Broward Counties, as well as open doors to new client relationships.”

In addition to the firm’s expansion into Florida, Marks Paneth has recently enhanced its East Coast presence with expanded offices in Purchase, N.Y., and Parsippany, N.J., and the acquisition of several firms in New York City and Pennsylvania.