PKF International Announces JLK Rosenberger as New Member

PKF International announced the addition of Irvine, Calif.-based JLK Rosenberger (FY16 net revenue of $8.8 million) as a new member firm in North America.

“With a global network of over 400 offices operating in 150 countries across five regions, our PKF membership strengthens our clients’ opportunities as they expand their businesses into international markets,” says Mike French, MP of JLK Rosenberger.

“This addition is a valuable continuation of our strategic plan to develop in the key economic centers of Los Angeles and Dallas. JLK Rosenberger demonstrates specialized industry knowledge, attentive service and a comprehensive understanding of the value of the PKF brand,” says John Sim, CEO of PKF International.

INPACT North America Welcomes Safe Harbor

INPACT North America announced that Safe Harbor of San Francisco, has become a member firm. The firm works closely with clients to streamline their financial and accounting processes and provide full service audit and tax services. The firm also has expertise in international tax issues, particularly in China and India.

A new area of specialty is assisting start-up businesses to correctly set up financial and tax systems and explore stock option and tax planning opportunities.

INPACT continues to steadily grow its global reach adding new members from Japan, Nigeria, Sweden, Germany, Norway, Morocco, Belgium, Chile and Israel. INPACT now has more than 145 members in nearly 70 countries.

Ornstein Named Chairman of CPAsNET International Executive Committee

Richard Ornstein

Richard Ornstein

The board of directors has named Richard Ornstein chairman of the international executive committee for CPAsNET.

Ornstein is a partner at Altamonte Springs, Fla.-based Glickstein Laval Carris, the public accounting and business consulting firm. As chairman of the international executive committee, he will be responsible for the strategic planning of the organization’s international alliances with Auditrust International.

CPAsNET’s newest partnership with Auditrust was conceived because of the increasing need of businesses that rely on their CPA firms to provide global resources and specialists. CPAsNET firms meet their client’s growing international demands by working within a system of international associates who help serve mid-market enterprises looking to expand their footprint.

“Richard understands the importance of continued innovation and providing clients with the local, national and international perspective needed to prosper in challenging markets and times. The international executive committee will benefit from his expertise,” says Sarah Johnson Dobek, president of CPAsNET.

Ornstein has more than 30 years of experience with international financial issues, specifically in the areas of partnerships, real estate and international taxation.

BKR Welcomes Disanto Priest as New Member

BKR International announced the acceptance of Warwick, R.I.-based DiSanto Priest & Co. into membership.

Established in 1963, DiSanto Priest & Co. provides an array of accounting, audit, tax, management and other professional services. With 11 partners and a staff of 48, the firm specializes in real estate, wholesale distribution, manufacturing, professional services, and housing and urban development.

Morison KSi Expands Membership in Latin America

Panama City-based Urbina y Asociados has joined Morison KSi, expanding the association’s Latin American presence.

Urbina y Asociados is located in the heart of Panama City’s financial district. The firm services clients in a variety of sectors including technology, construction and professional services, with geographical links across Panama, Colombia, Spain and the U.S.

The firm is led by partner, Carlos Urbina, who will be the Morison KSi International liaison partner for the firm. He opened Urbina y Asociados in 2010, which has since grown from a tax-focused firm to a full-service firm with significant strength in outsourced services.

PKF International Announces New US Member EKS&H

Denver-based EKS&H (FY16 net revenue of $99.6 million) has become the newest PKF International firm in the U.S.

“Nearly 40 years ago EKS&H was founded on the highest level of commitment to collaborative client service. The result has been sustained growth and strong relationships,” says Bob Hottman, EKS&H CEO.

“Our collaboration will inform critical guidance we provide to clients doing business around the world,” says Dave Steiner, EKS&H chairman.

“This addition to our membership expansion in North America will continue to drive our global strategy. With a robust international client base and established relationships with PKF firms around the globe, EKS&H will flourish within our global markets,” says John Sim, CEO of PKF International.

Schwartz International Joins Allinial Global

Allinial Global welcomed Atlanta-based Schwartz International as a new North American member.

Schwartz International, the 25th new member firm to join the association this year, is an international tax and business advisory firm focused on adding value through tailored solutions to global tax and business needs. They provide a full range of services to support both inbound and outbound international business activities, with their main strengths being international tax (including transfer pricing), cross-border financial activities and multijurisdictional transactions. They serve mid-market clients across many sectors ranging from services and manufacturing to licensing/IP, telecom and retail.

“We are so pleased to welcome another high-caliber firm known for its commitment to client satisfaction. With their emphasis on specialized solutions and top-tier global expertise, Schwartz International is a great match for Allinial Global as we continue to focus on refining our global strategy and client-centric approach,” says Terry Snyder, president and CEO.

DFK International Names Graf as President

Roland Graf

Roland Graf

DFK International has named Roland Graf as the global accountancy association’s new president. He is a partner and specialist tax lawyer at Munich-based Peters, Schönberger & Partner.

“The needs of DFK member clients are changing over time. We will still have our traditional consulting work to do, but we have to adapt and develop lots of new services that our clients require. This extends from managing the challenge of digitalization, to automating processes, and is vital for the future. We’re working hard to involve younger people from our member firms and for them to have the opportunity to bring forward new ideas,” says Graf.

Demetris Demetriou, the preceding president, was made honorary lifetime president of DFK. “It was a learning exercise for me, getting to know people across the association and learning from them. I tried to do my best to assist DFK International moving forward. Looking back at highlights, we changed the constitution last year and this is working successfully going into a second year. We have created regional executive offices in Asia Pacific and Latin America and both are working extremely well,” says Demetriou.

He also believes providing a pathway for members’ future leaders is vital for DFK International. “Succession planning is a major issue across the world. We have to find a way to help our members to overcome these challenges and involve our future leaders in DFK and we’re working on a number of ways to bridge these gaps,” says Demetriou.

PKF International Welcomes Mueller & Co.

PKF International welcomed Elgin, Ill.-based Mueller & Co. (FY16 net revenue of $15.4 million) as a member firm.

The signing was held at the PKF EMEI regional meeting in Brussels. The signing was attended by Dave Nissen, MP of the firm, Amy Chamoun, tax partner at Mueller, John Sim, CEO of PKF, Sebastian Wolhdorf, chairman of PKF, and Carolyn Morgan, PKF NA regional director.

Mueller & Co. delivers a full range of tax, assurance, accounting and financial advisory services. They work with many multinational clients and see great value from a relationship with the PKF International network, and are confident that they will grow their international reach through their alliance with PKF.

“We are very pleased to be part of the PKF International network. The relationships we are now forming both nationally and internationally will be instrumental in assisting our clients whose growth objectives go beyond their local borders. We will also be well positioned to provide a variety of services to support international firms who are interested in expanding globally, specifically in the Midwest,” says Nissen.

“With their impressive international client base and a strong local market reputation, they are an important part of our global strategy. PKF Mueller is an important cornerstone firm as we continue to build PKF International’s presence in North America,” says Sim.

Andersen Global Announces Global Board of Directors

Andersen Global has announced its Global Board of Directors. Andersen Global was established in 2014 as the international entity surrounding the development of a professional services model providing tax and legal services around the world.

Through its member firms and collaborating firms, Andersen Global now has a presence in more than 20 countries, and the Global Board was implemented as part of the overall governance structure that will support the global organization as it expands.

“I am very pleased to announce this Global Board and begin to work with the nine board members who have demonstrated they have the requisite background and frame of reference to bring real value to the organization and the governance process,” says Chairman and CEO Mark Vorsatz. “Each of these individuals represents the spirit of what we are trying to accomplish and the qualities and attributes of the Andersen culture and way of doing business.”

New board members include:

  • Bill Amon, OMP of Andersen Tax (Los Angeles)
  • Delphine Bariani, partner at STCPartners in France (Paris)
  • Ilan Ben-Eli, lead partner of Andersen Tax in Israel (Tel Aviv)
  • Pablo Ibanez, MP of legal services at Andersen Tax & Legal in Mexico (Mexico City)
  • Joseph Karczewski, U.S. Central region managing director (Chicago)
  • Ellen MacNeil, managing director of U.S. national tax (Washington, D.C.)
  • Jaime Olleros, MP of Andersen Tax & Legal in Spain (Madrid)
  • Dorice Pepin, managing director at Andersen Tax (Chicago)
  • Joseph Toce, U.S. East region managing director (New York)