HoganTaylor Moves Its Oklahoma City Office

Oklahoma City OMP Richard Wright and the firm’s other Oklahoma City partners host a ribbon-cutting ceremony.

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has relocated its Oklahoma City office to a new, expanded space at 1225 N. Broadway Ave., Suite 200, in the city’s new Innovation District.

“In the accounting industry, we spend a lot of time thinking about the future and what changes may come as a result of new technology,” says Oklahoma City OMP Richard Wright. “At HoganTaylor, new technology is driving our transformation from a public accounting firm to a full-service business advisory firm. Our new space is a reflection of that transformation.”

The firm says the move not only accommodates additional growth but allows for greater participation in the city’s efforts to form innovative partnerships in the new district.

The new office is designed to allow for increased interoffice collaboration and idea sharing.

“The No. 1 thing that’s going to change for our profession is that our clients are going to demand that we help them get better and not just do their compliance work,” says Randy Nail, CEO of HoganTaylor. “Our new space fosters the kind of collaboration and innovation we’ll need to help our clients get better, but it’s just one of many ways we’re innovating our future at HoganTaylor.”

HoganTaylor is also investing in new service lines through a merger with RainRock IT Services. A new subsidiary, HoganTaylor Technology, began doing business Nov. 1, offering a suite of information technology services, including managed information technology services, outsourced CIO and technology solutions, cybersecurity services, and IT strategy and assessments.

“In the future, if a client needs anything related to a business issue, whether it’s an IT need, a marketing need, an HR need or really anything, we want HoganTaylor to be the first place they turn,” Nail says. “Our move in Oklahoma City and this beautiful new space both support that goal.”

More news from HoganTaylor

Rea & Associates Admits Six Principals

New Philadelphia, Ohio-based Rea & Associates (FY18 net revenue of $50.4 million) announced that the firm has admitted Ben Antonelli, Paul Gregory, Scott Moyer and Dustin Raber to equity principals. They will join 27 other shareholders.

Antonelli is a principal in Rea’s Dublin, Ohio, office. In this role he is responsible for managing and providing guidance to the firm’s assurance engagement teams and regularly consults with clients on financial reporting, internal controls and other operational issues.

Moyer, a principal in Rea’s Zanesville, Ohio, office, oversees the firm’s oil and gas segment, which serves landowners who might be struggling with the management of their assets as a result of ongoing development in shale regions of Ohio, Pennsylvania and West Virginia.

Raber is a principal in Rea’s Wooster, Ohio office, where he serves as director of manufacturing and distribution services. In this role, he is responsible for conducting audits, reviews and compilations for businesses and not-for-profit organizations. He also spends a lot of time consulting on financial reporting, accounting methods, internal controls, industry analysis and audit efficiencies.

Gregory, a principal in Rea’s Amherst, Ohio office, with more than 20 years of professional experience, is responsible for assisting with management of the office and generating new revenue through client service – particularly in the areas of bookkeeping, taxation and reviews and compilations.

Additionally, Ben Froese, based in the New Philadelphia office, and Julie Jordan, working from the Lima and Dublin, Ohio, offices, were admitted as income principals.

More news from Rea & Associates

Aprio LLP Admits Partner in Information Assurance Services

Brett Williams

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has hired Brett Williams and admitted him as a partner in the information assurance services group.

He will focus on serving the information risk and compliance needs of small to mid-market companies that are experiencing an increasing escalation of security compliance requests by providing attestation and certification reporting.

Dan Schroeder, PIC of the practice, says, “We can now leverage Brett’s expertise to grow our practice nationally and provide mid-market companies and their trading partners with the highest level of confidence that the appropriate measures are in place to protect their businesses.”

Williams joins Aprio from Grant Thornton where he served as the Southeast special attestation reporting practice leader. Williams has over 20 years of experience focused on business process and information technology controls, and he has served clients in a variety of industries.

“As businesses of all sizes continue to see an increased threat from cybersecurity-related activities, the work we are doing to protect these businesses is more important than ever,” he says.

More news from Aprio LLP

Former PCAOB Executive Joins Weaver

Patrick Brown

Patrick Brown

Houston-based Weaver (FY19 net revenue of $141.1 million) announces that former PCAOB executive Patrick Brown has joined the firm and been admitted as a partner in the quality and risk management team.

Brown will be based in the firm’s Dallas office and will focus on assurance and advisory services. Brown was previously an executive leader and associate director for inspections at the PCAOB, where he spent close to a decade performing regulatory oversight of public company audits.

At Weaver, he will work with firm leaders to refine quality assurance processes and help ensure that audit services meet established standards.

“As Weaver continues to grow nationwide and expand our public company audit practice, Patrick will help us maintain the quality our clients, markets and regulators expect,” says CEO and MP John Mackel. “His experience at the PCAOB and as a Big 4 audit leader will add depth to our QRM processes.”

More news from Weaver

Brent Lipschultz Rejoins EisnerAmper as Partner

Brent Lipschultz

Brent Lipschultz

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Brent Lipschultz has re-joined the firm and been admitted as a partner in its personal wealth advisors group.

He has more than 25 years of experience serving high-net-worth executives, family offices, board members of Fortune 100 companies, global investors, privately held business owners, celebrities and professional athletes.

He specializes in domestic and international income tax planning, executive compensation, estate and gift tax planning, charitable planning and wealth preservation strategies. He advises companies with expatriate tax and payroll matters, as well as represents clients before the IRS (including offshore voluntary compliance cases) and state taxing authorities on complex tax matters.

“We’re excited to have Brent back in the fold at EisnerAmper,” says Timothy Speiss, co-leader of the firm’s personal wealth advisors group. “He’s an intuitive leader with expertise across a broad spectrum of personal wealth clients, and he’s extremely engaged in the wealth advisory ecosystem. He’s (once again) a great addition to the firm.”

He will be based at EisnerAmper’s New York office. He has provided wealth advisory thought leadership to a variety of national media such as Forbes, The Wall Street Journal, Bloomberg, CNBC, Reuters, MSNBC and others.

More news from EisnerAmper

Speer & Associates and Whitley Penn Unite

Speer & Associates Ltd. of Dallas joined Fort Worth, Texas-based Whitley Penn (FY18 net revenue of $114.1 million) on Nov. 1. The group will work out of the Plano, Texas, location.

“This is a great opportunity to offer our clients additional services and industry experience locally, nationally and internationally,” says M.L. Speer, MP of Speer & Associates.

The Speer & Associates team of professionals are known for their full-service tax planning and consulting experience with a strong concentration in the real estate industry.

“M.L. and his team bring added tax and consulting experience to our firm. They share the same value of relationships being the foundation and we look forward to this next chapter together,” says Larry Autrey, MP for Whitley Penn.

More news from Whitley Penn

Marcum LLP Merges in CPA Consulting Group in Nashville

New York-based Marcum LLP (FY18 net revenue of $549.7 million) has announced a merger with CPA Consulting Group of Nashville, effective Nov. 1.

The firm adds two partners and 15 associates to Marcum’s Nashville office. Cathy Werthan, CPACG president, becomes Marcum’s Nashville OMP.

CPACG was a full-service accounting firm providing a full range of professional, technical, consulting and business services to individuals and business clients in more than a dozen industries, including real estate; law; architecture, engineering and construction; creative services; and medicine and dentistry, among others. Services encompassed accounting, tax, valuation and financial planning.

“Cathy Werthan and Bryan Jones have built an exceptional team with deep roots locally and regionally. They will be great stewards of our combined growth and expanded service portfolio to our Nashville clients,” says Jeffrey Weiner, Marcum’s chairman and CEO.

“We have long been aware of Marcum’s strength in the middle-market and see tremendous synergies between our firms, particularly given Marcum’s focus on construction in Nashville, which is a great complement to our design-build client portfolio,” Werthan says.

More news from Marcum LLP

Klein Hall Joins Wipfli

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) has announced that the partners and associates of Klein Hall of Aurora, Ill., joined the firm Nov. 1.

This transaction marks the firm’s seventh in the Chicago area in five years and will add 25 Klein Hall employees, including five partners, to Wipfli’s presence there.

“This will add an office to our footprint in the western suburbs of Chicago, enhancing our physical presence in the market and helping Wipfli to become an even stronger leader in providing audit, tax and consulting services to Chicagoland’s organizations and businesses,” says Kurt Gresens, Wipfli’s MP.

Klein Hall focuses primarily on business advisory services and consulting, serving as controllers and CFOs for mid-size companies. The firm has a strong practice serving businesses in the construction industry, as well as professional services, manufacturing and distribution businesses and conducting audits of local governments.

Klein Hall MP Christina Klein Trapp says, “We are proud of Klein Hall’s success over the years and our strong reputation for delivering quality solutions to our clients while also providing exceptional service. Joining forces with Wipfli provides us with national resources and more extensive capabilities to continue to serve our clients’ evolving needs while also providing career and development opportunities to our employees, which will help us continue to retain and attract the best and brightest professionals in the industry.”

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction, says, “Wipfli continues with their strategic journey throughout Chicago by finding another very dynamic and entrepreneurial firm in Klein Hall. Wipfli’s rapid expansion and growth in the Chicago market has received national attention due to its successful integration and excellent results. Klein Hall has also been recognized nationally as one of the fastest-growing private companies in the United States and has received many national workplace awards. This is a great step for both firms.”

The firm now has more than 2,400 associates and 50 offices.

More news from Wipfli

BKD Launches AI-Powered Lease Solution

Springfield, Mo.-based BKD (FY19 net revenue of $662.9 million) is introducing a new tool, powered by artificial intelligence (AI), to help organizations implement GASB 87 and FASB Accounting Standards Codification 842 on lease accounting.

BKD LeaseVision provides an AI tool to extract key lease terms from various lease types, a road map to help provide an in-depth process framework and an Excel-based tool to help perform calculations and develop lease amortization schedules.

“BKD is excited to offer this tool to help our clients succeed,” says director Amy Shreck, one of BKD LeaseVision’s developers. “We look forward to using the LeaseVision tool to consult with organizations to help implement these complex lease standards.”

FASB recently approved the delay of its lease accounting standard effective date. However, “despite this delay, we are encouraging our clients and prospects to be proactive and start the process now,” says director Jessica Richter, one of BKD LeaseVision’s developers.

More news from BKD

Florida Construction Specialists Join CLA

Construction industry specialist firm Forehand & Associates of Orlando, Fla., has joined CliftonLarsonAllen LLP (CLA) (FY18 net revenue of $954.6 million).

“Joining the team at CLA allows us to continue to provide our construction clients with the same quality service we have provided for the past 26 years,” says Whit Forehand, MP of Forehand & Associates. “It also allows us to offer CLA’s deep experience in wealth advisory and outsourcing to our construction clients, and a wide range of quality audit, tax and consulting services to industries not currently served by Forehand & Associates.”

Forehand & Associates has focused exclusively on the construction industry and related enterprises since 1993, providing financial statements, income tax strategy, merger and acquisition consultation, litigation support and general business advice.

“This year, CLA was recognized as the No. 1 ranked construction accounting firm in the United States by Construction Executive,” says Les Eiserman, managing principal of CLA Orlando. “Welcoming Whit and his team deepens and reinforces our commitment to creating opportunities for our clients in the construction industry.”

Forehand says that for clients, the transition should be seamless. The seven former Forehand & Associates team members will continue to serve clients locally and nationally from Orlando, alongside CLA’s Florida team of nearly 300 professionals.

More news from CliftonLarsonAllen