Carr Riggs & Ingram Expands Operations in Alabama With Merger

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has merged in Crabtree Rowe & Berger of Huntsville, Ala.

“Expanding our footprint into northern Alabama is a vital part of our strategic plan,” says William Carr, chairman and MP of CRI. “The Crabtree Rowe & Berger offices in Huntsville, along with our other Alabama locations, help leverage the strength of our combined teams and resources to enhance our client service delivery and technical expertise.”

Crabtree Rowe & Berger was named to Inc. 5000’s list of America’s fastest-growing companies in 2019 and offers traditional services along with a consulting and financial modeling practice called Simple Numbers® for a variety of industries, including manufacturing and distribution.

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, says, “This merger is tremendous for CRI given the incredible growth that the Huntsville market is experiencing. Though Crabtree Rowe & Berger is based in Huntsville, they have gained a national reputation for their extraordinary consulting and advisory practice. These two firms will experience impressive success from their combined offerings.”

With the addition of the Crabtree Rowe & Berger, CRI operates in 30 markets across 10 states.

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PKF O’Connor Davies Admits Three to Partner

Bryan Decker

Bryan Decker

New York-based PKF O’Connor Davies (FY18 net revenue of $170 million) has announced that Bryan Decker, Jim Szumlaski and Diana Teixeira have been admitted to the partnership group.

Decker, an audit and assurance partner in the Stamford, Conn., location, provides auditing, review, tax and consulting services for commercial industries including real estate, professional services, computer software, retail, manufacturing and venture capital. He also has extensive experience working with health and welfare organizations, museums, churches and synagogues, government enterprise funds and condominiums in the not-for-profit space.

Jim Szumlaski

Jim Szumlaski

Szumlaski, a partner in the business solutions group in the Newburgh, N.Y., office, works with small and large private companies in a range of industries including retail, manufacturing, distribution, professional services and not-for-profit entities. He serves clients by providing audit, tax and consulting services.

Diana Teixeira

Diana Teixeira

Teixeira, a tax partner in the Shelton, Conn., office, provides a broad spectrum of tax services to many kinds of companies as well as high-net-worth individuals. She specializes in tax saving strategies for individuals and business owners.

Additionally, the firm promoted three professionals to principals.

PKF O’Connor Davies has 12 office locations in five states.

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Armanino Adds 11 New Partners for 2020

San Ramon, Calif.-based Armanino LLP (FY18 net revenue of $267.2 million) has announced the admission of nine new firm partners as well as two new partners joining the firm.

This new group of partners includes professionals in tax, audit, risk assurance and advisory and consulting practices across six offices throughout California, Texas and Washington.

“The new partners are a phenomenal group of people who always find new ways to drive value for clients and serve as effective team leaders,” says CEO Matt Armanino. “They truly embody the firm’s core values of innovation, entrepreneurism and positive energy. Most exciting is that they represent the firm’s growth in a variety of geographies and service lines where they have created opportunities and made an impact on the firm.”

Nearly all the new partners participated in the firm’s partner track program, which identifies, educates and mentors potential partners. In addition, the firm’s “transparency to partnership” education track focuses on educating all levels of the firm about the expectations, qualifications and benefits to pursuing partnership.

New firm partners include:

  • Todd Bishop, risk assurance and advisory service partner, who works remotely and helps lead the internal audit, SOC and SOX teams.
  • Katy Brown, tax partner, works from San Ramon and focuses on serving nonprofits and works with exempt organizations in a variety of capacities.
  • Peter Burns, audit partner, works from San Francisco and serves the technology industry providing assurance and auditing services.
  • Jon Chin, audit partner, works from San Jose, Calif., in audit and business consulting, primarily in the technology industry.
  • Jarrett Ganan, tax partner, is based in the west Los Angeles office, and specializes in partnership tax compliance, business structures and transactions, focusing on the cannabis, entertainment and high-net-worth sectors.
  • David Greenamyre, tax partner, is located in San Jose, Calif., and specializes in corporate taxation with a focus on ASC 740 income tax accounting and theory in the technology, hospitality and consumer product goods industries.
  • Ryan Guyton, tax partner, works from Dallas, and serves privately held businesses with income and estate tax planning, wealth transfer and succession planning, merger and acquisition consulting and other business advisory services.
  • Isaac Peace, audit partner, works from Dallas and focuses on audit, attestation, internal controls and business advisory in the technology, real estate and financial services industries.
  • Eric Thomas, consulting partner based in San Ramon, serves nonprofit and for-profit organizations on finance and accounting needs and digital transformation.

New partners joining the firm:

  • Rich Asiodche, audit partner, Seattle, works with life sciences, technology and emerging growth companies, advising on mergers and acquisitions, financial statement audits and integrated audits.
  • Mike Goral, tax partner, leads the cannabis tax practice from the west Los Angeles office. He advises cannabis clients on a broad range of issues and provides guidance on cannabis technology, manufacturing, transportation and retail issues.

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Aprio Names New Assurance Practice Group Director

Matt Wise

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has announced that partner Matt Wise has been named the director of the firm’s new assurance practice group, succeeding Frank Gudger.

Wise has advised clients in real estate and construction, manufacturing and distribution, transaction processing and professional services industries in accounting, reporting, compliance and internal control matters.

In his new role, Wise will be responsible for tapping into new forms of assurance services and technology to drive growth and innovation in audits. “By harnessing the power of advanced analytics and automation, we will drive greater efficiencies into the firm’s audit process to enable Aprio team members to more strategically advise clients,” Wise says.

Gudger says, “Matt is a contagious leader who is committed to the firm’s people, clients, technology and growth goals, making him well-positioned to lead the assurance practice as we continue to expand nationally.”

During his 16 years as the assurance practice group director, Gudger successfully grew both the revenue and number of team members within the practice. Over the past year, Gudger has also served as OMP in Birmingham, Ala., and will continue in that role.

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Grassi & Co. Admits Construction Tax Leader to Partnership

Joseph Molloy

New York-based Grassi & Co. (FY18 net revenue of $63.6 million) announced the admission of Joseph Molloy to partner.

In this new role, Molloy will manage and oversee the taxation services offered through Grassi’s construction practice, the firm’s largest industry area. As part of Grassi’s leadership team, he will also contribute to the strategic vision and growth of the firm.

In addition to his partner responsibilities, Molloy serves as the firm’s tax construction leader, providing tax planning and compliance services tailored to the construction industry. He specializes in tax projections, corporate tax return preparation, tax incentive programs, tax deferral strategies and regulatory compliance.

“Joe embodies the values of leadership, integrity, respect and excellence that our partners are trusted to uphold,” says Carl Oliveri, construction practice leader. “He has dedicated his career to serving the tax needs of the construction industry, and his knowledge and experience are invaluable assets to our clients and construction team on a daily basis.”

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Wipfli Promotes Anna Kooi to Lead National Financial Services Practice

Anna Kooi

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) announces the appointment of Anna Kooi to lead the national financial services practice in 2021.

Kooi joined Wipfli in 2019 with more than 20 years of experience serving a variety of public and private clients in the financial services industry.

Kooi will oversee the practice, with more than 300 associates serving over 1,000 organizations in the financial services industry across the U.S. She will be responsible for the financial results, strategic direction and alignment of service offerings within the practice, as well as partner and associate development.

Mike Vesel, the current national financial services practice leader, says she “has the background and vision to help us grow our financial services practice and continue our national expansion in Wipfli’s financial services practice area.” Kooi will succeed Vesel in this role as he transitions into retirement in 2021.

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Prager Metis CPAs Admits New Partner

Edward Rigby

New York-based Prager Metis CPAs (FY18 net revenue of $98.2 million) has announced that Edward Rigby has been admitted as a tax partner in the Cranbury, N.J., office.

“Ed has earned an impressive reputation among his colleagues and clients for being a highly successful negotiator and strategist, and his addition to our team will help us strengthen our reputation as the ‘go-to’ expert for tax-related work,” says OMP Michael Aroyo in a statement.

Rigby serves clients in the pharmaceutical, manufacturing, financial services, real estate, art and fashion industries. He previously founded and operated a corporate consulting business. He also provides tax advice on mergers and acquisitions, international tax structuring and tax benefits for business investments.

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The Bonadio Group Announces New Leadership Roles

Pittsford, N.Y.-based The Bonadio Group (FY19 net revenue of $106.2 million) has admitted seven employees to partner and executive vice president (EVP) in four of its New York state offices.

New partners include Lynn Keck and Paul Mayer in Rochester; Gloria Nostramo and Ariel Ammirato in Albany; and Michelle Mundy in Syracuse. New EVPs include Tim Ball in Rochester and Kyle Young in Buffalo.

“These individuals exemplify our purpose to provide opportunity, strengthen community and inspire growth,” says CEO Bruce Zicari.

  • Lynn Keck is a partner in the tax division. She provides firm-wide training, including the federal and New York state updates, as well as researching and coordinating efforts to disseminate information related to federal tax reform both internally and externally. Most recently, Keck has taken on the role of tax innovation director where she focuses on streamlining and modernizing the firm’s tax practice.
  • Paul Mayer is a partner in the firm’s compliance solutions division. He has extensive knowledge of leading, implementing and assessing corporate compliance programs, HIPAA, development and testing of organizational policies and procedures, and Medicare and Medicaid compliance.
  • Gloria Nostramo is a partner in the tax division. She provides tax planning and compliance services to a variety of clients, with a primary focus on income taxation of individuals, commercial businesses and multi-state issues. She focuses on the construction, real estate development and manufacturing industries.
  • Ariel Ammirato is a partner in the health care/tax-exempt division. She provides services to more than 50 organizations. She has extensive experience performing audits of organizations serving individuals with developmental disabilities. She has developed a specialty in preparing and reviewing IRS Form 990s and NYS Consolidated Fiscal Reports for her tax-exempt clients.
  • Michelle Mundy is a partner in the health care/tax-exempt division. She provides accounting and audit services for a variety of clients with a primary focus on tax-exempt organizations, as well as audit and consulting services to health care providers.
  • Tim Ball is an EVP in the fraud and forensic division and the government compliance and labor division. He specializes in providing forensic examination and consulting support for both criminal and civil litigation. He has been a consultant to local governments and not-for-profits for assisting and strengthening their internal control structure and detecting and deterring fraud.
  • Kyle Young is an EVP at MS Consultants, a division of The Bonadio Group . He works closely with both real estate owners and CPAs to ensure cost segregation and other engineering-based study processes run efficiently while providing maximum value.

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Carr Riggs Ingram Names Three New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has admitted three Atlanta-based professionals to partner: Hillary Collier, Megan Makar and Bob Steinhardt.

“We understand the direction our industry is headed and are constantly engaging the younger generation of partners in decisions that will help propel the firm forward,” says MP and chair Bill Carr.

Collier delivers auditing, accounting and advisory services to a diverse group of clients in industries like manufacturing and distribution, technology and real estate. She focuses on planning, organizing and reviewing audits and is best known for her work with employee benefit plans.

Makar manages engagement teams in a variety of industries including manufacturing, distribution, construction, finance and not-for-profit. Her expertise includes auditing employee benefit plans, employee benefit planning and auditing, financial statement audits, and reviews and compilations.

Steinhardt specializes in pass-through taxation for closely held businesses and taxation of high-net-worth individuals. He is also known for his extensive experience working closely with both athletes and entertainers.

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UHY Expands in Northeast With Acquisition of Pattison Koskey Howe and Bucci

Chicago-based UHY LLP and UHY Advisors Inc. (FY17 net revenue of $140.8 million) has announced they will expand their presence in the Northeast region with the merger of Pattison Koskey Howe and Bucci (PKHB), which operated six offices in the Hudson Valley area of New York.

The deal adds three partners, six principals and approximately 50 additional professionals and administrative staff to UHY.

The merger developed over several years through the firms’ collaboration serving their respective clients. Their combined expertise will create new business opportunities in the Hudson Valley with the addition of three of the PKHB offices in Hudson, Kingston and Catskill.

A. Michael Bucci, Matthew VanDerbeck and Bradley Cummings will join UHY as partners. One of PKHB’s founders, Richard Koskey, joins UHY as a principal, along with Nancy Patzwahl, Suzanne Muldoon, Gary Newkirk, Therese Wolfe and Jean Howe Lossi.

“We are committed to ensuring a smooth transition and look forward to our combined experience strengthening our presence and further helping us counsel our clients as we continue to expand our service lines, industry sectors and advisory services to meet growing client business strategies and demands across the Northeast,” says Michael Mahoney, CEO of UHY Advisors NY, Inc.

“UHY’s commitment to client success, community support, career development, deep industry expertise and professional leadership in the accounting and advisory sectors are a foundation of our collective continuing legacies,” Bucci says.

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