Friedman LLP Announces New Chief Information Officer

Donald Logan

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that Donald Logan has joined the firm’s headquarters as the CIO.

He brings more than 20 years of professional services IT experience to Friedman. Logan has held several leadership roles at a number of accounting firms, where he led analysis and re-engineering of business processes, identified and developed new tools, and reshaped physical infrastructure and network access, among many other initiatives.

In addition to helping ensure that systems and networks are leveraging industry best practices, Logan will track technology trends and help the firm plan for the rapidly changing advances in the profession.

“Don’s skillset speaks for itself. At Friedman, we strive to fill each seat with most exceptional individuals in the industry,” says co-MP Fred Berk. “There’s no doubt in my mind that Don will help further our current IT department’s already robust offerings to deliver the continued strategic and multi-faceted support that are much-needed in an ever-changing landscape.”

Logan says, “I look forward to demonstrating the power of looking globally at Friedman’s IT needs along with a strong understanding of the firm’s culture to best position its short- and long-term goals.”

MCM CPAs & Advisors and MCM Capital Markets Group Announce New Partners

Todd Hamilton

Todd Hamilton

Louisville, Ky.-based MCM CPAs & Advisors (FY17 net revenue of $54 million) has announced that Todd Hamilton and Angela Marshall have been admitted to the partnership group.

Hamilton will assume the role of assurance partner in the firm’s Louisville office. Marshall, will become a partner with MCM Capital Markets Group, an affiliate organization focused on providing mergers and acquisition consulting services. In their new roles, they will maintain their leadership roles within their particular industry niches, while expanding their efforts in new business development and support.

Hamilton’s primary focus is providing assurance services to clients in the manufacturing and distribution, transportation and logistics, distilled spirits, franchising and not-for-profit industries. In his new role as partner, he will be co-leading MCM’s transportation and logistics services team. He has been with MCM since 2007, though he has spent nearly 20 years in public accounting.

Angela Marshall

Angela Marshall

Marshall has been with MCM since 2015, working primarily in the firm’s Louisville and Cincinnati offices but generally providing transaction consulting services across the region. As a partner with MCM Capital Markets Group, her primary focus is in providing comprehensive investment banking and consulting services to companies engaging in the mergers and acquisition marketplace. In additional to public accounting experience, she has more than 20 years of experience in mergers and acquisitions, entrepreneurship, negotiation and strategy.

Novogradac & Company LLP Promotes Three to Partner

Roy Chou

Roy Chou

San Francisco-based Novogradac & Company (FY17 net revenue of $136.7 million) has admitted Roy Chou and Alvin Lee of the San Francisco office and Rebecca Darling of the metro Atlanta office to the partnership.

Novogradac, which specializes in affordable housing, community development, historic preservation, renewable energy and opportunity zones, has 59 partners in 28 cities.

“Their dedication to their clients and peers and knowledge in their respective areas of practice is a big part of the firm’s success,” says MP Michael J. Novogradac.

Chou has experience in real estate, affordable housing and community development, including new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and opportunity zones incentive transactions. He has worked extensively on financial projections models and forecasts, financial statement audits and tax return preparation. He also advises on accounting, tax, transaction structuring, compliance and regulatory matters.

Rebecca Darling

Rebecca Darling

Darling has experience in all areas of real estate accounting, with an emphasis in the NMTC, HTC and affordable housing sectors. She specializes in audit and taxation of NMTC and low-income housing tax credit (LIHTC) partnerships, including those subject to the auditing requirements of the U.S. Department of Housing and Urban Development.

Alvin Lee

Alvin Lee

Lee specializes in real estate and renewable energy transactions by providing audit, tax and consulting services for developers, syndicators and investors. He has extensive experience with financial modeling and financial statement reporting for renewable energy tax credit and LIHTC transactions with emphasis on investment accounting and partnership taxation.

New York-Based Corporate Risk Management Firm Joins BDO

Chicago-based BDO USA (FY18 net revenue of $1.46 billion) has announced the asset acquisition of Lootok, a crisis management and business continuity consulting and technology firm headquartered in New York.

BDO expects the acquisition to improve its risk management capabilities in order to offer an end-to-end suite of services.

The firm says that Lootok integrates military models, cognitive science, design thinking and game theory with industry risk management standards to create new ways of understanding the disciplines of business continuity, crisis management and enterprise risk management. Lootok helps organizations of all sizes and industries transform their risk programs.

Jay Duke, national MP of advisory services at BDO USA, says, “In today’s rapidly evolving risk environment, risk managers need a new toolset and a modernized, nonlinear business continuity program. Lootok brings an innovative, proactive approach to building business resiliency that will complement BDO’s existing business continuity services.”

Lootok CEO Sean Murphy has joined the firm as managing director and will lead BDO’s crisis management and business continuity practice. The professionals of Lootok have also joined BDO’s New York office.

“Joining BDO provides us with a wider platform to solve problems for our clients across the full spectrum of resiliency and opens up new avenues for risk management innovation,” says Murphy. “By working together, we will help clients elevate their risk management programs to the next level and increase agility in the face of disruption.”

Reynoso Joins MGO As Partner

Cesar Reynoso

Cesar Reynoso

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announces that Cesar Reynoso has joined the firm as an assurance partner in the Newport Beach, Calif., office.

He serves SEC registrants and other companies, using his expertise in the real estate and cannabis industries to help clients planning to go public or already listed on public exchanges in the U.S. Canada.

“Cesar’s expertise leading all aspects of audit and related services to some of the largest and most complex multi-national public SEC registrant companies is a significant addition to MGO’s team,” says Kevin O’Connell, CEO and MP.

Prior to joining MGO, Reynoso worked with several large firms where he focused on providing assurance service to SEC accelerated filers, public cannabis companies, large multi-national companies, private corporations and real estate companies.

DHG Acquires Texas Data Analytics Firm 

Dan Martinsen

Charlotte, N.C.-based Dixon Hughes Goodman (FY18 net revenue of $430.3 million), ranked No. 17 on the 2018 IPA 100 list, acquired data analytics firm J.C. Griffin of Fort Worth, Texas, on Jan. 2.

J.C. Griffin joined DHG in its health care industry practice. The firm’s intention is to expand its data analytics capabilities. J.C. Griffin brings advanced data extraction and other offerings to improve performance and operations of health care enterprises. New technology will improve

DHG Healthcare’s Achieve™ solution, which is focused on physician enterprise performance optimization. J.C. Griffin can gather data from multiple sources and display the information for better decision-making.

Dan Martinsen, former CEO of J.C. Griffin, says, “I look forward to seeing how our capabilities will enhance DHG’s Enterprise Intelligence portfolio and bring more valuable tools to the marketplace.”

DHG anticipates that these enhanced data analytics capabilities can be used in other areas of the firm in the future.

CBIZ Acquires Colorado CPA Firm, Wenner Group

Jerry Grisko

Cleveland-based CBIZ (FY17 net revenue of $718 million) acquired The Wenner Group of Greenwood Village, Colo., Jan. 1.

Founded in 1961, TWG provides accounting, tax and consulting services to small and mid-sized businesses. TWG’s 14 employees and $2.4 million in revenue will be integrated into the company’s Denver-based financial services practice, reporting to Dan Seff, senior managing director.

Jerry Grisko, president and CEO of CBIZ, states, “This acquisition further enhances our service offerings and brings additional scale to our Denver operations. This is our third acquisition in Denver in as many years, which is a testament to our commitment and expectation for future growth in this important market.”

Gary Saltzman of The Wenner Group, says, “Joining CBIZ not only affirms our commitment to our clients, but also provides our staff with additional growth and development opportunities as part of a leading national organization.”

Katz Sapper & Miller Admits Two Partners

Randy Hooper

Indianapolis-based Katz Sapper & Miller (FY17 net revenue of $79.3 million) admitted Randy Hooper and Stephen Royster as partners in the firm. Both individuals embody KSM’s values, providing innovative solutions and superior service to clients.

Stephen Royster

Hooper is a member of KSM’s Business Advisory Group. He helps businesses and their owners navigate complex federal and multistate tax matters to optimize their tax position and comply with reporting requirements. He works with clients across multiple industries, with a particular focus in transportation.

Royster is a member of KSM’s State and Local Tax Group. He helps clients navigate the multistate tax landscape by advising on state tax law changes, ensuring tax-efficient structuring, and providing macro-level analyses of state tax implications.

Berkowitz Pollack Brant Promotes Four to Director

Robert Aldir

Miami-based Berkowitz Pollack Brant (FY17 net revenue of $57.9 million) has promoted four firm members to director. The new directors are Robert Aldir, Laurence Bernstein, Andrew Leonard and Ken Vitek.

“We are proud to recognize the achievements of these four individuals,” says Joseph Saka, CEO of Berkowitz Pollack Brant. “They have each contributed tremendously to our clients’ success and are dedicated to the growth of our firm. It is especially gratifying to reward professionals who live our core values and are devoted to stewardship of the firm.”

Aldir is a director in the Audit and Attest Services practice and focuses on multi-national companies that operate under International Financial Reporting Standards and pre-IPO companies. He also handles Foreign Corrupt Practices Act compliance, internal audit services and audit and accounting services for real estate companies, agricultural and farming enterprises, petroleum and mining and financial institutions.

Ken Vitek

Bernstein is a director in the Tax Services practice. He leads the firm’s Accounting Intelligence practice, which provides outsourced cloud-based accounting to growing and mid-sized companies. Focused on process improvement and leveraging technology, Bernstein assist clients streamline and take advantage of real-time accounting. He also works with real estate developers, entrepreneurs and family offices.

Leonard is a director in the International Tax Services practice and focuses on tax structuring, pre-immigration planning and international tax consulting services. With experience in foreign trusts, export tax incentives and IC-DISC, offshore reporting and FIRPTA tax withholding, he is a resource to clients around the world. Leonard works with expatriates, multi-national companies and foreigners who invest in US assets.

Vitek is a director in the International Tax Services practice and focuses on business consulting, tax planning and pre-immigration planning for high-net-worth families, entrepreneurs and real estate investors. He assists US clients who are making investments in foreign jurisdictions, international and domestic trusts, structuring cross-border debt and gift tax planning for multinational families.

The Bonadio Group Admits New Partners

Wendy Riccelli

Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million) has admitted five new partners: Wendy Riccelli, Jamie Crosley, Aimee Jozic, Adam Thaine and Tom Landers.

Riccelli, located in the Syracuse, N.Y. office, will focus on providing tax compliance, consulting and planning strategies to multi-state consolidated corporate and large partnership clients. Additional areas of focus will include tax credits and incentives, U.S. taxation of foreign transactions and operations, and providing insights affecting strategic business tax decisions and methodologies with a long-term view.

Crosley is a partner in the firm’s Small Business Advisory Division in the Rochester, N.Y. office. She joined The Bonadio Group after spending six years at a smaller Rochester firm as a staff accountant and at Freed Maxick. She is responsible for providing accounting, tax, and consulting services to a variety of clients and industries.

Adam Thaine

Jozic, based in the Rochester office, is a partner in the firm’s Healthcare/Tax-Exempt Division. She started at The Bonadio Group in 2005 after graduating college. She specializes in the tax-exempt industry, focusing on higher education, health care, and organizations serving the developmentally disabled. Among the services Jozic provides are financial statement and single audits, cost report certifications and informational tax return preparation.

Thaine is a partner in the Tax Division in the Rochester office. He joined The Bonadio Group in 2001 following his graduation from college. Thaine is a member of the construction and real estate development teams. In his role as partner, he will apply his expertise to a variety of clients, providing counsel in areas such as tax consulting, preparation and compliance services. His emphasis will be on the construction and real estate industries.

Landers, located in the East Aurora, N.Y. office, is a partner on the small business team. He will apply his public accounting background in supervising and managing tax, review and compilation engagements. He has experience in corporate, partnership and individual taxation, including multi-state tax issues and sales tax issues for construction, healthcare, manufacturing, retail, service companies and not-for-profit entities.