BNN Elects MP, Hires New COO, Adds CFO

Dayton Benway

Portland, Maine-based Baker Newman Noyes (FY17 net revenue of $44.4 million), a 2018 IPA 100 firm, announced that Dayton Benway was chosen to succeed Carl Chatto as managing principal, effective Jan. 1, 2019.

The firm also formally announced the hiring of Anna Fincke as COO and Darren Hurlburt as the firm’s first CFO.

“In my term as managing principal with Baker Newman Noyes, I was able to oversee the integration of three mergers and a period of growth and expansion. Simultaneously, we have developed a depth of leadership that is ready to take up the mantle,” says Chatto. “The future is now, and we have equipped the firm with the leadership to take on the opportunities of the future in this ever-changing landscape. I am looking forward to returning to client service in a full-time capacity to work with clients and mentor staff.”

Anna Fincke

Benway was unanimously selected by the firm’s ownership. Benway is head of the firm’s health care practice and has been with the firm since 2000. As non-traditional CPA firm services become more important to growth, Benway’s ability to develop a team, create a culture of business development and accountability, and his leadership style are qualities the management committee sees as essential to the position.

In addition, the increased size and complexity of the firm brought about the need to add an experienced CFO to help guide the firm through the next phase of its natural evolution. Hurlburt will oversee the firm’s financial strategy and operations, with particular focus on financial reporting and analysis, forecasting and budgeting, regulatory compliance, financing agreements and process improvement. Hurlburt rejoins Baker Newman Noyes after an 18-year career in the financial services industry, having served as the controller, CFO and CEO for a Maine-based financial services company.

Fincke, the new COO, will provide leadership to the firm’s operations team, working closely with the principal group to develop and carry out the firm’s strategic priorities. Fincke specializes in strategy and operations, with experience working in industries from construction to food service. Fincke was previously a partner at a consulting and advisory firm, which specializes in the nonprofit sector. She has also served as vice president at a large Portland-based nonprofit.

Weaver Admits Seven Professionals to Partnership

John Mackel

Houston-based Weaver (FY18 net revenue of $127.1 million) recently admitted the following professionals to partner in audit services: Matt Federle, Andy Flores, Phil Ilgenstein and Jennifer Ripka. The following were admitted as tax partners: Kurtis Dixon, Blayne Lowary and Jon Pezzi.

“We are very pleased to promote these Weaver team members to partner,” says John J. Mackel III, Weaver’s MP and CEO. “Each has demonstrated outstanding dedication, expertise and leadership during their time with the firm. They will continue to deliver exceptional service to our clients, and we look forward to seeing their continued growth and leadership in their service lines and locations as they take on their new roles.”

Federle, North Texas Audit Services, Dallas In 2005, Federle began his career as an intern for Weaver. He now leads assurance and consulting services engagements for public, private and private equity-funded companies in upstream and midstream oil and gas, property and casualty insurance, oil field service and employee benefit plans industries. He also advises on financial reporting and technical accounting matters for clients ranging from start-up companies to companies with annual revenues up to $500 million.

Flores, South Texas Audit Services, Houston Flores joined Weaver in 2007 as an associate when the firm expanded into Houston and merged with McDonald Fox and Lund. He focuses on audits of public and private upstream and midstream oil and gas companies, royalty trusts and manufacturing companies. Flores has extensive experience in International Financial Reporting Standards  reporting and international group audits.

Ilgenstein, South Texas Audit Services, Austin, Texas Joining Weaver in 2016 as a senior manager, after more than 10 years of public accounting experience in both Texas and Louisiana, Ilgenstein has overseen teams that provide audit and assurance services for a wide variety of clients, ranging from small venture capital and private equity-backed startups to Fortune 200 and multinational corporations.

Kipka, North Texas Audit Services, Dallas In 2007, Ripka began her career as an intern with Weaver and joined the firm as an associate later that year. She leads engagement teams that provide financial statement audits and single audits for government entities such as large municipalities and school districts, as well as nonprofit organizations. She is well versed in the Comprehensive Annual Financial Report (CAFR) requirements for the Government Finance Officers Association (GFOA) Certificate of Achievement for Excellence in Financial Reporting.

Dixon, North Texas Business Tax Services, Dallas – Dixon began his career as an intern at Weaver in 2008 and joined the firm as an associate shortly thereafter. He provides tax compliance, planning and consulting services, including multi-state issues, to corporations, S corporations, partnerships and individuals. He focuses on serving the needs of health care professionals, other service professionals, inventory-based businesses, manufacturing entities and high-net-worth individuals.

Lowary, Investment Fund Tax Services, Fort Worth, Texas Joining Weaver in 2017 as a senior manager, Lowary originally began his career nine years ago with a Big 4 accounting firm and has provided tax compliance and consulting services for alternative investments, including private equity and real estate funds. He has extensive experience with distressed debt funds, fund-of-funds, deal structuring and foreign investment considerations.

Pezzi, South Texas Business Tax Services, Houston – Pezzi joined Weaver in 2012 as a senior associate. He focuses on federal and state taxation of partnerships, corporations and S corporations, primarily working with companies in private equity, midstream oil and gas, real estate and manufacturing industries. Pezzi provides tax consulting for mergers and acquisitions, including tax structuring and tax due diligence.

Islam Joins Friedman as International Tax Partner

New York-based Friedman LLP announces that Adnan Islam has joined the firm’s New York office as an international tax partner and co-practice leader.

Adnan Islam

Islam has more than 15 years of public accounting experience as a licensed tax attorney. He specializes in cross-border strategies, comprehensive inbound tax services, global information reporting and outbound U.S. tax incentives and credits to optimize international operations and transactions. He has advised U.S.-based and inbound companies within the technology, pharmaceutical / life sciences, alternative investments, manufacturing and distribution and professional services sectors.

Most recently, Adnan was the Los Angeles area international tax practice leader at RSM US, a global public accounting firm.


Berkowitz Pollack Brant Announces Addition of Director of Tax Services

Miami-based Berkowitz Pollack Brant announced that Lewis Taub has joined the firm as director of tax services in the New York City office.

Lewis Taub

Most recently, Taub was a managing director and tax partner for CBIZ MHN, offering tax and business advice to multi-national business owners. Earlier in his career, he led his own practice in New York.

“Lewis has a broad range of experience helping corporate, partnership and S-Corp clients on tax compliance, planning and structuring deals,” said Berkowitz Pollack Brant CEO Joseph L. Saka. “We look forward to integrating him into existing and new client relationships and expanding our footprint in New York City.”

Taub has spent nearly 30 years helping multi-national and multi-state clients meet their business and financial goals. He provides compliance and planning services to entrepreneurs.


Baker Tilly, RGL Forensics Are Merging

Alan Whitman

Chicago-based Baker Tilly Virchow Krause (FY18 net revenue of $578.4 million), ranked No. 13 on the 2018 IPA 100 list, and Englewood, Colo.-based RGL Forensics are combining, the firms announced.

The merger represents an opportunity for expansion in several markets, especially in New York where both companies already have a presence.

“The combination of RGL and Baker Tilly deepens our firm’s expertise in forensic accounting services and gives RGL greater resources and capacity to serve clients on a larger scale,” Baker Tilly CEO Alan Whitman said in an emailed statement. “This merger represents strategic growth for both firms nationally and globally.”

The merger will be in full effect by the end of the year. Meanwhile, RGL will continue to operate under its current brand.

RGL CEO Angela MacPhee also issued a statement: “We are proud of our lasting relationships with our clients around the world and our reputation for providing financial clarity to our clients. Combining our full team with Baker Tilly gives us a wider platform and more delivery channels to better serve our clients.”

RGL is an international firm of accounting, valuation and technology professionals specializing in the quantification of economic damages, financial analysis, fraud investigation and expert witness services.

The combination of RGL and Baker Tilly expands both firms and gives Baker Tilly an international presence.


Henderson Admitted as Audit Principal at Thompson Greenspon

Andrew Henderson

Thompson Greenspon of Fairfax, Va., announces that Andrew Henderson, has been admitted as a principal of the firm.

With his extensive background, talent, commitment to staff and clients, and leadership, Andrew has had a major impact on our firm and our clients and we are honored to welcome him to the principal team,” says Chip Helme, managing principal.

Since joining the firm in 2002, Henderson has had a significant impact. Starting as a staff accountant, he has consistently excelled in terms of service excellence, contribution to the firm’s growth in the government contracting sector, investment in people and expert knowledge.

His expertise includes accounting policies and cost principles for Federal government contractors as well as knowledge of Federal Acquisition Regulations (FAR). He regularly assists our government contracting clients with overhead incurred cost submissions for the Defense Contract Audit Agency (DCAA) as well as our architectural and engineering firms with FAR audits of overhead rates.

Windes and Allen Haight & Monaghan Announce Merger

Long Beach, Calif.-based Windes and Allen Haight & Monaghan (AH&M) of Irvine, Calif., have announced that they have merged. The combined firms will practice as Windes.

AH&M, in business for more than 32 years, offers a range of services: from audit and assurance, tax, accounting and consulting services to closely held and middle-market businesses and their owners, very similar to Windes. The combined firm is comprised of more than 165 people with offices in Irvine, Long Beach and Los Angeles.

“We have successfully grown our Orange County practice, and we now have an opportunity to further improve our competitive position, to offer new options for younger employees to develop and improve their careers, and to increase the breadth of technical resources by expanding our practice,” says John Di Carlo, MP of Windes. “Our goal has been to combine with firms that have built quality practices – a solid client base, a great staff, a well-managed organization, high-quality work, and a culture based upon strong values. AH&M meets this goal,” Di Carlo adds.

“We are proud of the firm and the relationships that we have created, along with the service we have provided our clients over these past 32 years,” says R. Lee Haight, AH&M’s MP. “AH&M clients will continue to receive excellent client care from the same great team and, furthermore, will have access to enhanced resources along with a new array of services. Windes has a similar practice, but on a larger scale with additional expertise in cost segregation, employee benefit services, human resources consulting and merger/acquisition assistance.”


Andersen Tax Greenwich Office Welcomes Managing Director

Crystal Germanese

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes Crystal Germanese as a managing director in the Greenwich, Conn., office, joining the firm’s private client services practice.

She has over 15 years of experience and specializes in serving closely held businesses and high-net-worth individuals on tax matters ranging from income tax planning, compliance, specialized transactions, and family wealth and tax planning.

“We are excited to have Crystal join our Andersen Tax team,” says John Farro, managing director of the Greenwich office. “Her background in working with a variety of industries including retail, manufacturing/ distribution, real estate and construction, is a key element in the consulting and overall advice we provide to clients.”

Before joining Andersen Tax, Germanese was a partner at West Hartford, Conn.-based Blum Shapiro & Company (FY17 net revenue of $79.5 million). She gained a majority of her tax experience with the firm.

“Crystal represents all the qualities that are important to Andersen Tax’s best-in-class and seamless service,” says Andersen Tax CEO Mark Vorsatz. “Her expertise in working with high-net-worth individuals will play an important part in advancing the already reputable private client services practice in the Eastern region.”

Aprio Names New Partner

Rob Shirley

Atlanta-based Aprio (FY17 net revenue of $85.1 million) is pleased to announce that Rob Shirley has joined the firm as a partner. Shirley will be located in Aprio’s Birmingham, Ala., office and in his role will be responsible for expanding Aprio’s presence in the Alabama market.

“Rob has a long history of providing clients with a high level of client service and delivering results, which makes him a strong cultural fit for the firm and reinforces our commitment to the Aprio Way,” says Richard Kopelman, CEO and MP.

Shirley has more than 25 years of experience in both public and private accounting, including six years with a top national accounting firm. He has assisted clients with growing their businesses, including through merger and acquisition, securing debt and managing risks. He has also worked as a financial leader for a national wholesale life insurance distribution company and a regional securities firm. Rob’s expertise extends to construction, manufacturing, retail, not-for-profit organizations and health care.

“It is a privilege to come to such a growth-oriented firm as Aprio,” says Shirley. “I’m excited to grow our presence in the Alabama market and help businesses navigate to their next.”

EisnerAmper Adds West Palm Beach Office 

New York-based EisnerAmper (FY18 net revenue of $360.7 million) has announced the opening of a new downtown office in West Palm Beach, Fla.

“With offices in Miami and Fort Lauderdale, Palm Beach County was the logical next step in serving our clients who live and work in the South Florida marketplace and beyond,” says Barry Gould, EisnerAmper’s Florida PIC. “South Florida is an enormously strategic location for our firm due to its growth, excellent business climate, proximity to Latin America and more.”

“We very much look forward to establishing ourselves in the community and continuing our long tradition as a positive corporate citizen, as we’ve done in our other locations around the globe,” adds Michael Mazzola, PIC of financial services in Florida.