Andersen Tax Welcomes Rode as Managing Director to Chicago Office

San Francisco-based Andersen Tax (FY16 net revenue of $220.2 million) welcomes Brad Rode as a managing director in the Chicago office as part of the commercial practice group. Rode specializes in international U.S. federal tax, which includes assisting businesses and investors with addressing tax implications of various cross-border enterprises such as expansion overseas, mergers, acquisitions, financing and restructurings. He works with both U.S. outbound and foreign inbound clients in a variety of industries, including technology, manufacturing, real estate and private equity.

Rode has more than 19 years of experience assisting clients with tax considerations around a broad array of matters, including multinational business expansion and financing, transaction and business structuring, supply chain analysis, deployment of intangible and intellectual property, management of foreign currency exposure, foreign investments in U.S. real estate as well as tax compliance and reporting across a wide range of categories.

“Brad’s expertise over a broad range of U.S. federal tax areas with an international framework provides us with an excellent resource and a key addition to our Chicago team,” says Kevin Burns, office managing director in Chicago.

“International tax is an area of strategic focus for our firm both in Chicago and nationally, and Brad’s experience helps round out our offering in this critical area,” says Mark Vorsatz, CEO.

Citrin Cooperman Continues Expansion of Financial Services Practice

Alexander Reyes

Alexander Reyes

New York-based Citrin Cooperman (FY16 net revenue of $233 million) has named Alexander Reyes as leader of the firm’s financial services practice and Guy Miller as a financial services practice audit partner in the firm’s Livingston, N.J., office.

Reyes is based out of the firm’s New York office. He has extensive experience in the financial services space. He has advised broker dealer and asset management clients on accounting, regulatory and internal control matters. He has worked with large banking clients on emerging risk and control best practices. In addition, Reyes is knowledgeable of the valuation issues impacting private equity and venture capital clients.

“With a deep bench of talent and incredible firm resources, the opportunity is endless to capitalize on the opportunity in the marketplace, not only in New York City, but throughout the firm’s geographical footprint,” says Reyes.

Guy Miller

Guy Miller

Miller has 25 years of experience providing assurance services to financial services clients, with a particular emphasis on hedge funds, investment partnerships, offshore funds, funds of funds, commodity pools and private equity funds.

“We are focused on building a world-class team that will bring our financial services practice to the next level, including advising our clients on regulatory changes and the real-world implications of technological advances impacting the financial services industry. Guy’s focus in the hedge fund space and his impeccable relationships in this segment further enhances the firm’s hedge fund capabilities,” says Patricia Cummings, co-MP of the New York office and chair of the audit and test committee.

Grant Thornton Expands with Addition of 67 New Leaders

Chicago-based Grant Thornton (FY16 net revenue of $1.7 billion) has admitted 39 new partners and principals, and promoted 28 professionals to managing director. View the full list here.

There has been an increase from 21% in 2016 up to 23% of new partners, principals and managing directors that are women. This continues to be an upward trend for women who now encompass 20% of Grant Thornton’s partnership.

By service line, advisory accounted for the largest number of promotions (42%), followed by audit (34%), tax (21%) and internal client services (3%).

BDO USA’s Garrett to Lead International Cybersecurity

Gregory Garrett

Gregory Garrett

Chicago-based BDO USA (FY17 net revenue of $1.4 billion) named Gregory Garrett as head of international cybersecurity in the firm’s technology and business transformation services practice.

With more than 30 years of compliance and operations experience in information technology and cybersecurity, Garrett advises organizations on governance, risk and compliance frameworks, as well as cyber threat assessment tools and cyber incident response plans. Through an integrated suite of cyber products and services, he helps clients identify their biggest cyber pain points with a focus on organization education and employee training, and conducting truly independent assessments of risk portfolios and governance.

“As organizations become more dependent on data-sharing capabilities, they face growing cyber and data privacy risks, particularly when it comes to cross-border interactions,” says Stephanie Giammarco, partner and national leader of BDO’s technology and business transformation services practice. “Often, whether intentional or not, the biggest threats to an organization originate from current or former employees. Gregg’s wide-ranging experience in cyber threat assessment and employee education will help our clients identify often overlooked cyber risks, respond to incidents in real time and keep ahead of emerging risks.”

“The biggest cybersecurity challenge facing organizations today is the education and training of company employees,” says Garrett. “A successful cyber risk management program needs to integrate top-down organization education with robust information governance, threat detection and monitoring, and an incident response plan that is ready not if, but when, an attack strikes. BDO understands this and integrates cybersecurity products, services and educational tools holistically, from both a proactive and reactive point of view.”

Berkowitz Pollack Brant Promotes Two to Director

Hector Aguililla

Hector Aguililla

Miami-based Berkowitz Pollack Brant Advisors and Accountants (FY16 net revenue of $51.2 million) has promoted two firm members to director.

Hector Aguililla is a director in the audit and attest practice and Anthony Gutierrez is a director in the tax services practice.

Aguililla focuses his practice on auditing, accounting services, litigation support and business consulting for real estate, construction, manufacturing and distribution clients. Gutierrez has 20 years of experience providing tax planning and compliance services to high-net-worth individuals, families, closely held corporations and family limited partnerships. He is one of the firm’s experts in tax withholding, foreign trusts and FATCA.

Anthony Gutierrez

Anthony Gutierrez

“We are proud to recognize Hector’s and Tony’s outstanding consulting skills and ability to find creative solutions to complicated engagements. Their ability to lead teams and manage complex client matters are valuable assets to our firm. We are especially pleased that both of them grew up in the firm and we have been able to watch them build outstanding careers,” says Joseph Saka, CEO.

EY Launches Tax Technology and Transformation

New York-based EY (FY16 gross revenue of $11.2 billion) announces the creation of tax technology and transformation, a group of tax technology and performance improvement professionals in member firms across the globe that helps organizations to redefine their tax functions and drive transformation.

Tax technology and transformation services will be provided to companies in response to the impact of existing and emerging technology; the growing data burden that many businesses face and understanding how to make data an asset; and driving efficiencies to create a cost-effective tax function. The underlying objective of the new services is to help businesses navigate the digital age of tax transparency alongside new trends in tax compliance and tax audit methods as well as helping to solve the most pressing challenges that businesses face. Tax technology and transformation services will be provided with the support of EYTax.Tech™, a customized suite of client-serving technology services.

Tax technology and transformation will be led by Shawn Smith, the newly appointed EY global tax technology and transformation leader. He has experience in a wide range of tax function services designed to improve the operating performance of corporate tax functions for financial services.

“The pace of change in tax legislation, and the accelerated use of technology by governments as they automate their compliance and filing processes, is disrupting the traditional tax function. The creation of tax technology and transformation recognizes the significant impact that emerging technologies such as AI, blockchain, robotic process automation and advanced robotics will have on global business, as well as on our own tax practice. Increasingly, businesses are looking to professional services organizations to help them overcome technology-driven business challenges,” says Smith.

“In this rapidly changing world, tax services increasingly require significant technology and transformation elements to achieve their objectives. Our investment in tax technology and transformation professionals will see rapid growth in careers for science, technology, engineering and mathematics graduates, who combine technology and tax domain knowledge to experiment and incubate new ideas, then leverage those ideas for the benefit of our clients and our organization,” says Jay Nibbe, EY Global Vice Chair – Tax.

Weaver Expands Services to New York City

Ron Honka

Ron Honka

Fort Worth, Texas-based Weaver (FY17 net revenue of $115.2 million) announced the expansion of its services on the East Coast. Ron Honka joins Weaver as an assurance partner in the firm’s financial services industry practice. The firm also announces its new office in New York City at 350 Park Ave.

Honka will work with the financial services team to grow Weaver’s investment company business, focusing primarily on hedge funds in Manhattan and the greater New York City area.

“Our presence in California and Texas, combined with our expansion into New York, gives Weaver a significant advantage in growing our national alternative investment fund practice and bringing our expertise to more funds across the U.S.,” says MP and CEO John Mackel.

“Being in the major financial markets on the West and East Coasts, as well as in Texas, makes Weaver more accessible to the alternative investment funds across the country, and we feel that Weaver brings a fantastic value proposition to the investment fund arena,” says Kevin Sanford, PIC, financial services. “Being in these strategic markets enables relationship development opportunities with major participants in the financial services industry and enhances our brand recognition with institutional investors, current and prospective investment fund clients, referral sources and other market players.”

Honka has more than 25 years of experience in audit, consulting and due diligence at Big 4 and other national accounting firms, specializing in the asset management and alternative investments industry. He has knowledge and experience dealing with a diverse group of financial instruments for a variety of entities, including on- and off-shore investment partnerships, commodity pool operators, funds of funds, master-feeders, private equity firms, venture capital firms and broker dealers.

Miesel Joins Mazars USA as National Transfer Pricing Practice Leader and Chief Economist

New York-based Mazars USA (FY16 net revenue of $187 million) announced that Victor Miesel has joined the firm as a partner and national transfer pricing practice leader and chief economist. Miesel has more than 25 years of transfer pricing and consulting experience in Big 4 and large, regional accounting firms.

Miesel has led global economic consulting practices in New York, Boston and Europe. He has performed and defended transfer pricing studies for some of the largest multinational companies in a wide variety of industries, including financial services, life sciences, technology, automotive, energy, consumer goods and private equity investments.

“His expertise on transfer pricing matters and a history of providing high-quality service to top-level clients will help us continue to build on our first-rate capabilities in this area,” says Chairman and CEO Victor Wahba.

“The firm’s recent name change, to a single global brand of Mazars, signals its ongoing commitment to an international outlook and I believe my experience will add significant value for our clients moving forward,” says Miesel.

Montgomery Coscia Greilich Adds Partner in Fort Worth

Ana Coscia

Ana Coscia

Plano, Texas-based Montgomery Coscia Greilich LLP (FY16 net revenue of $51.7 million) has announced that Ana Coscia has recently joined as a tax partner in its Fort Worth, Texas, location.

Coscia has significant tax practice leadership and client service skills and will oversee the Fort Worth location’s tax practice. With more than 15 years of comprehensive federal tax services practice, Coscia has served domestic and large multinational companies in the North Texas market, including U.S. inbound companies.

“Ana’s experience in federal, multi-state and cross-border taxation, as well as corporate compliance and accounting for income taxes will be an asset to MCG, our clients and our Fort Worth office,” says MP Gary Boyd.

Citrin Cooperman Expands Consulting Practice as Ronan Joins Firm

New York-based Citrin Cooperman (FY16 net revenue of $233 million) has expanded its advisory services with the launch of a new service line, strategy and business transformation (SBT).

As part of the expansion, Steve Ronan was admitted as a principal and practice leader of this initiative. The strategy and business transformation service line was formed to help clients develop and implement strategies, tailored to their industry and economics, which will improve process and profitability, create scalable businesses, and address business challenges.

Through the services of the SBT group, Citrin Cooperman clients will receive assistance with assessing critical aspects of their business, develop alternate strategies and vision, and develop, implement and monitor operational road maps to help achieve business and financial objectives. The SBT team will provide clients with expertise in strategic planning, process improvement, talent management and technology utilization.

Steve Ronan

Steve Ronan

Ronan has worked with many companies helping them develop and execute strategies to improve profitability, create scalable businesses and strengthen customer relationships. His client experience extends from traditional management consulting disciplines to the latest trends in management and technology. His industry experience includes manufacturing, technology, media and entertainment, franchising, life sciences, real estate and financial services.

Combining our background and skills with Citrin Cooperman’s strong portfolio of services will create a truly unique offering in the marketplace that will create substantial value for our clients,” says Ronan.