Jason Burian Named OMP of CohnReznick’s Chicago Office

Jason Burian

Jason Burian

New York-based CohnReznick LLP (FY17 net revenue of $617 million) named partner Jason Burian the OMP of the firm’s Chicago office. Burian succeeds George Klenovich, who will be the regional MP, South and West.

Burian, a member of the firm’s assurance practice and leader of the commercial real estate industry practice, has more than 15 years of experience in audit, compilation, compliance and due diligence work for real estate operating companies, syndicators, investment funds and developers. In addition to Burian’s client responsibilities, he develops programs and techniques specifically tailored to auditing commercial real estate entities for the firm. He specializes in the audits of commercial real estate entities, developments benefitting from the Low-Income Housing Tax Credit (LIHTC) and employee benefit plans.

“Jason epitomizes the client-focused approach that CohnReznick brings to our clients nationwide, and I am confident he will continue to put his outstanding abilities to use in order to localize key services, enhance client services and grow the office presence in Chicago and the region,” says Klenovich.

Berdon Acquires Koch Group and Company

New York-based Berdon LLP (FY16 net revenue of $111.8 million) acquired New York-based Koch Group and Company LLP (Koch), effective July 1. Stuart Koch, founding partner of Koch, brings with him a team of four partners and 20 professionals who will move into Berdon’s midtown Manhattan office.

“Our clients will continue to receive the accounting and tax services they are accustomed to, but will also now benefit from a wider array of tax consulting and advisory services – including state and local tax; retirement, succession and estate planning; operational advisory; and asset valuation – through Berdon and its more than 400 professionals,” says Koch.

“Stuart and his team add a further layer of strength to our existing real estate expertise by providing additional specialization in the low income housing area,” says Mark Bosswick, MP of Berdon.

Koch has been providing high quality tax planning and advisory services to high net worth individuals and their families and businesses since 1988. Their expertise in the real estate, not-for-profit and charter schools sectors will enhance Berdon’s breadth of knowledge and service capabilities in these areas.

Sikich Names Kulek PIC of Agribusiness Services

Naperville, Ill.-based Sikich LLP (FY16 net revenue of $146.5 million) recently named Joe Kulek as PIC of its agribusiness services practice. Kulek will oversee the firm’s work across service lines with agriculture and food manufacturing clients in Sikich’s Springfield, Ill. office.

“At a time when the entire agriculture supply chain faces pressure from low commodity prices, our firm is uniquely positioned to help agribusiness organizations address their challenges,” says Kulek.

Sikich’s agribusiness practice serves farmers, grain elevator operators, farm cooperatives, heavy equipment dealers, chemical and fertilizer retailers, livestock operations, and pork and beef processors. The firm offers clients across industries audit, accounting and tax, technology, investment banking, wealth management as well as a wide mix of advisory and managed services.

Carr Riggs & Ingram Expands in Atlanta

Enterprise, Ala.-based Carr Riggs & Ingram LLC (CRI) (FY16 net revenue of $235.8 million) has acquired AGH LLC of Atlanta, a $14 million firm.

“There’s no doubt that Atlanta has been booming non-stop for several decades,” says Bill Carr, chairman and MP of CRI. “Add to that a consistently growing economy, a healthy real estate and job market and easy global access via the world’s busiest airport, and it is a winning combination full of opportunities for a rapidly growing, innovative firm like CRI. We intend to continue building upon our position as a top player in this market and are pleased that AGH has joined us.”

“AGH has an exceptional client base and great depth of talent but felt CRI could provide additional resources to its clients and accelerated growth opportunities for their associates,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “They also felt CRI’s commitment to strategic investments in technology, innovation, and training provided the perfect platform to grow their clients and people.”

Schneider Downs Admits Four New Partners

Pittsburgh-based Schneider Downs (FY17 net revenue of $76 million) is expanding its leadership team with the admission of four partners: Steven Barber, Jason Lumpkin, Trevor Warren and Lauren Weddell. This is the firm’s largest expansion of shareholder leadership since 1998.

Co-MP Steven Thompson says all four have spent their careers at the firm. “We have seen their skills develop during their time at Schneider Downs, and we’re looking forward to their continued commitment to providing best-in-class client service and leading our firm into the future.”

Barber, based in Pittsburgh, joined Schneider Downs in 2003 as a tax staff. He has more than 15 years of experience in all areas of tax planning, research and compliance, accounting and financial reporting matters for closely held businesses. He will continue to help grow our automotive client practice.

Lumpkin, based in Pittsburgh, has more than 15 years of qualified retirement plan experience, primarily serving small and middle-market businesses through Schneider Downs Advantage Retirement Solutions group. He joined Schneider Downs in 2000.

Warren, based in Columbus, Ohio, joined the Schneider Downs audit department in 2001. He has extensive experience with audit, review and compilation engagements.

Weddell, based in Pittsburgh, has more than 10 years of experience servicing various clients in the manufacturing, construction, nonprofit, education and professional services industries. She joined the Schneider Downs audit department in 2004.

Belloli Named CEO of Plante Moran Trust

Anthony Belloli

Anthony Belloli

Anthony Belloli was named CEO of Plante Moran Trust, the chartered trust company, which specializes in all areas of personal trust administration, effective July 1. Plante Moran Trust is an affiliate of Southfield, Mich.-based Plante Moran (FY17 net revenue of $517.3 million).

In his new role, Belloli will guide the strategic direction of Plante Moran Trust while leading a team of more than 30 trust professionals responsible for the administration of personal trusts and foundations, settlement of estates and management of family office-bill pay arrangements.

Prior to joining Plante Moran Trust, Belloli was a senior advisor with Plante Moran Financial Advisors for seven years, where he provided investment consulting, as well as financial, estate tax and income tax advice to high net worth individuals, families and endowments/foundations. In 2009, he moved to Plante Moran Trust to help grow the practice by developing and implementing a plan and culture that would attract and develop talented staff, nurture referral sources, and improve internal processes. Since then, the organization’s annual revenue and assets have quadrupled and its number of staff has tripled.

CBIZ Announces Gandy as Leader of New England IT Risk and Security Practice

Ray Gandy

Ray Gandy

Cleveland-based CBIZ (FY16 net revenue of $661 million) announced that Ray Gandy has been admitted as director and leader of the IT risk and security practice in New England. Gandy is based in the firm’s Boston office.

In his role with CBIZ, Gandy will lead his team in providing IT risk and security services that help protect organizations against cyber-related threats and vulnerabilities, prevent data loss, improve and strengthen IT controls and minimize business disruptions.

“Ray’s significant IT security experience, coupled with his proven leadership abilities, makes him ideally suited to lead and grow our IT Risk and Security Practice,” says Scott Wragg, Senior Managing Director of the New England offices. “As a member of the CBIZ team, Ray will further enhance the advisory services we provide to our clients in New England.”

Gandy’s IT leadership expertise encompasses the areas of security & controls, strategy, infrastructure, applications and finance. His experience includes developing and implementing strategic plans, executing large-scale integrations, improving operations, optimizing quality, strengthening security, controlling costs and ensuring customer satisfaction.

BDO USA Admits 36 New Partners

Chicago-based BDO USA LLP (FY17 net revenue of $1.4 billion) admitted 36 new partners. Nineteen of the new partners are in the assurance business line, 12 are in the tax business line, two are in the advisory line and three are in the firm’s national office.

“As a firm, we are committed to recruiting, training and retaining superior client service professionals. Each of these new partners bring expertise and leadership to help ensure BDO’s continued growth into the future,” says Wayne Berson, CEO.

The newly elected partners include:

Washington, D.C. Office:

Jason Aldridge (assurance)
Heidi Franklin (assurance)
Lee Klumpp (national assurance)
Karen Schuler (advisory)
Alison Torres (transaction advisory services)
Andrea Wilson (industry services)

Chicago Office:

Brad Bird (national assurance)
David Stasiewicz (corporate planning & development)

Philadelphia Office:

Craig Christie (information services assurance)
Anthony Diianni (assurance)
Jim Passaro (tax)

Los Angeles Office:

Alex Iacobelli (assurance)
Dennis Lam (assurance)

Orange County, Calif. Office:

John Barry (assurance)

Boston Office:

Brian Vigneault (tax) 

New York Office:

Bernadette Pieters-Harilal (human resources)
Natallia Shapel (national tax)
Ritesh Lall (assurance)

Pittsburgh Office:

Brooke Anderson (tax)

Fort Lauderdale, Fla. Office:

Danny Castro (tax)

Atlanta Office:

Jason Cuda (assurance)

Anchorage, Alaska Office:

Chad Estes (tax)

Columbus, Ohio Office:

Ryan Hecht (assurance)

Akron, Ohio Office:

David McClain (tax)

Grand Rapids, Mich. Office:

Carlye Klimek (tax)

Kevin Patterson (assurance)

Richmond, Va. Office:

Tracy Lewis (assurance)

Milwaukee Office:

Christopher Mueller (tax)

Chad Paul (tax)

Spokane, Wash. Office:

Steve O’Donnell (assurance)

Raleigh, N.C. Office:

Nicole Pak (assurance)

Charlotte N.C. Office:

Jacob Pensler (tax)

Dallas Office:

Jin Koo (national assurance)

Houston Office:

Reid Wade (assurance)
Andrea and Waylon Wood (assurance)

San Antonio Office:

Ann Pena (tax)

Sikich Names Culp as Leader of Construction and Real Estate Services Practice

Laura Culp

Laura Culp

Naperville, Ill.-based Sikich LLP (FY16 net revenue of $146.5 million) recently named Laura Culp as head of its construction and real estate services practice. Culp works in Sikich’s Akron, Ohio, office and has more than 30 years of experience helping contractors and real estate developers with tax and financial strategy, as well as succession planning.

Sikich’s construction and real estate services practice serves general contractors, specialty subcontractors, construction management companies, architecture and engineering companies, and commercial realtors and developers. The firm offers clients across industries audit, accounting and tax, technology, investment banking, wealth management as well as a wide mix of advisory and managed services.

“Laura has an impressive history serving the construction and real estate sectors and has excelled at finding creative solutions for our clients,” says Sikich CEO Chris Geier.

Rehmann Announces Kelly as Leader of Private Household Practice

Douglas Kelly

Douglas Kelly

Effective July 1, Troy, Mich.-based Rehmann (FY16 net revenue of $116 million) has named Douglas Kelly as the leader of the private household industry practice. Within this role, he will assist high-net-worth clients with all aspects of their financial needs aiming to integrate accounting, tax, financial and consultative services across the firm to help clients meet their short- and long-term financial goals.

“I am eager about the possibilities that lie ahead and look forward to delivering business wisdom to our clients,” says Kelly.

Kelly has more than 20 years of experience providing tax consulting and compliance services. He has served as the lead engagement professional on multiple compliance and consulting engagements involving high-net-worth, multi-generational families and individuals, family offices, closely held businesses and multi-tier partnership/LLC flow-through structures. He also leads the Rehmann Ann Arbor office’s tax practice, and will integrate these two roles to serve Rehmann’s clients.