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.”

 

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.

Whitley Penn Plans New Office in Plano

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million) will lease a new 13,451-square-foot office in Plano’s Legacy West.

“Our firm continues to grow at a steady pace, not only in human capital but in the number of clients we support,” says MP Larry Autrey. “We are committed to meeting that demand by placing our professionals in a location that supports the needs of our clients.”

Far North Dallas continues to be one of the most active office markets in the U.S. According to JLL Research, through the second quarter of this year, over 1.49 million square feet of new office space has been completed.

“When the opportunity was presented for us to move into the growing Legacy West area, we knew this was the perfect fit,” says Felix Lozano III, PIC of Whitley Penn’s Dallas office. “The increasing number of clients and employees we have in the North Dallas, Plano and Frisco area made it an easy decision to expand our Dallas presence up north.”

JLL Executive Vice President Calvin Hull represented Whitley Penn in the lease negotiation. CBRE’s David Reed and Ben Davis represented the landlord, Legacy West Investors. DLR Group | Staffelbach is overseeing the interior design.

Whitley Penn will move in to its new office, 5908 Headquarters Drive, in October.

Martini Iosue & Akpovi is Now Martini Akpovi Partners

Encino, Calif.-based Martini Iosue & Akpovi (FY17 net revenue of $9.6 million) has changed its name to Martini Akpovi Partners (MAP), effective July 2018.

Chris Passmore, a MAP managing partner, says, “The rebranding of the firm to Martini Akpovi Partners was an important strategic accomplishment as we plan for our next 25 years. A majority of CPA firms do not successfully transition leadership beyond the first generation. We have not only accomplished this task, we are also planning for the 3rd and 4th generations!”

Steve Martini says, “Our relocation to a new suite reflects the firm’s commitment to team collaboration, cutting-edge technology and growth.”

Martini Akpovi Partners works closely with their clients to understand their needs and their goals. With that understanding, plus their unique team approach to problem-solving, they have become one of the leading CPA and business consulting firms in Los Angeles. Their expertise includes accounting and auditing services, tax planning and compliance, business advisory services and international tax planning and consulting.

LCS&Z LLP Announces New Firm Name

Latham, N.Y.-based LCS&Z LLP announced that it changed its name to Lutz Selig & Zeronda LLP.

“Our new name recognizes the accomplishments of our founding partners, William Lutz, Edward Selig, and William Zeronda, and their significant contributions to our firm,” says Jeff Klahr, partner at Lutz Selig & Zeronda LLP. “Under this new name, we will continue to operate under the same structure, and offer the same high-quality professional services for which we are known.”

PKF International Welcomes New Member Firm in Canada

PKF International announced that Calgary, Alberta-based PFC Accounting has joined PKF International.

PFC offers a wide range of accounting and tax services to mid-market in Western Canada. PFC also provides Management and IT Consulting services to large public companies in Canada and the U.S. They have a particular expertise in assurance and management consulting of oil and gas exploration, oilfield services, construction and steel industries, non-profit organizations, real estate, and tech sector.

“We are very pleased to be part of the PKF International network,” says Erkin Atakhanov, MP. “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 PKF’s multinational clients who have operations and/or planning to expand in Canada.”

John Sim, CEO of PKF International, added, “We are pleased to welcome PFC Accounting to the PKF family as we continue to expand and strengthen the PKF brand. PFC Accounting fits well with our value proposition of quality with integrity, and also meets our strategic objective. PFC is an important cornerstone firm as we continue to build PKF International’s presence in North America.”

Pic – there should be a PKF logo in the blog imagery already (featured image only)

PKF International welcomes new member firm in Canada

PKF International announced that Calgary, Alberta-based PFC Accounting has joined PKF International.

PFC offers a wide range of accounting and tax services to mid-market in Western Canada. PFC also provides Management and IT Consulting services to large public companies in Canada and the U.S. They have a particular expertise in assurance and management consulting of oil and gas exploration, oilfield services, construction and steel industries, non-profit organizations, real estate, and tech sector.

“We are very pleased to be part of the PKF International network,” says Erkin Atakhanov, MP. “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 PKF’s multinational clients who have operations and/or planning to expand in Canada.”

John Sim, CEO of PKF International, added, “We are pleased to welcome PFC Accounting to the PKF family as we continue to expand and strengthen the PKF brand. PFC Accounting fits well with our value proposition of quality with integrity, and also meets our strategic objective. PFC is an important cornerstone firm as we continue to build PKF International’s presence in North America.”

2018 Accounting MOVE Project Report Announces Best CPA Firms for Women

Expectations have never been higher for women’s advancement in the workplace, and the Accounting and Financial Women’s Alliance Best CPA Firms for Women list and the Best Firms for Equity Leadership List, based on the 2018 Accounting MOVE Project report, recognizes and showcases the firms around the country who truly get it and work hard to ensure that the profession’s much-needed emphasis on diversity and inclusion also furthers momentum for women.

The 2018 Best CPA Firms for Women are:

  • San Francisco-based BPM (FY16 net revenue of $85.8 million)
  • Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million)
  • Clark Nuber PS (FY16 net revenue of $36.2 million) of Bellevue, Wash.
  • New York-based CohnReznick LLP (FY17 net revenue of $617 million)
  • Sarasota, Fla.-based Kerkering Barberio & Co. (FY17 net revenue of $16.7 million)
  • Lurie LLP (FY17 net revenue of $28 million) of Minneapolis
  • Louisville, Ky.-based MCM CPAs and Advisors (FY17 net revenue of $22.5 million)
  • Seattle-based Moss Adams (FY17 net revenue of $577 million)
  • San Francisco-based Novogradac & Company LLP (FY17 net revenue of $136.7 million)
  • Southfield, Mich.-based Plante Moran (FY17 net revenue of $520.5 million)
  • Troy, Mich.-based Rehmann (FY17 net revenue of $116 million)
  • Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million)

The Accounting MOVE Project Best CPA Firms for Equity Leadership list recognizes firms with at least 33% women partners and principals, as 33% is widely recognized as the tipping point for members of any identity group to have individual impact. The Equity Leadership list recognizes firms that have achieve that milestone through any combination of culture, programs or initiatives.

The 2018 Best CPA Firms for Equity Leadership are:

  • Washington, D.C.-based Raffa PC (FY17 net revenue of $49.1 million): 63.2%
  • Sarasota, Fla.-based Kerkering Barberio & Co. (FY17 net revenue of $16.7 million): 60%
  • Alexandria, Va.-based KWC CPAs (FY17 net revenue of $12.8 million): 60%
  • Lincoln, Neb.-based HBE LLP (FY17 net revenue of $8.6 million): 50%
  • San Jose, Calif.-based Johanson & Yau: 50%
  • Clark Nuber PS (FY16 net revenue of $36.2 million) of Bellevue, Wash.: 47.5%
  • San Francisco, Calif.-based Hood & Strong (FY17 net revenue of $16.7 million): 40%
  • Louisville, Ky.-based MCM CPAs and Advisors (FY17 net revenue of $22.5 million): 39.7%
  • Atlanta-based Frazier & Deeter (FY16 net revenue of $74 million): 38%
  • Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million): 37.6%
  • Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million): 36.2%
  • Tuscon, Ariz.-based BeachFleischman (FY16 net revenue of $25.8 million): 33.3%
  • Lurie LLP (FY17 net revenue of $28 million) of Minneapolis: 33.3%
  • San Francisco-based OUM (FY17 net revenue of $18.7 million): 33%

“As with anything in business, we must evaluate, adapt and evolve to ensure continued success. This holds true for women’s initiatives. This year’s Accounting MOVE Project demonstrates how far women have come in the industry, but also expresses the need to keep pushing forward,” said Cindy Stanley, executive director for the Accounting & Financial Women’s Alliance (AFWA).