Untracht Early Promotes Two to Principal

Adam Doctor

Adam Doctor

Florham Park, N.J.-based Untracht Early (FY16 net revenue of $26.1 million) has promoted two principals: Adam Doctor and Stacy Palmer.

Doctor has been promoted to principal of the assurance practice. He will continue to have a leadership role in the firm’s assurance practice and to provide accounting, audit and consulting services to a broad range of clients including commercial clients, private equity clients, employee benefit plans and registered investment advisors. Doctor will also have oversight responsibility for quality control which provides the firm with reasonable assurance that its personnel are complying with professional standards and applicable legal and regulatory requirements.

Stacy Palmer

Stacy Palmer

Palmer has been promoted to principal of the tax practice. As a tax practice leader, Palmer will continue to focus on both corporate and individual taxation to offer clients guidance on the most effective tax planning and tax structuring opportunities available to them. An added benefit of her experience in individual taxation principles, laws, and regulations is that she is able to assist her corporate clients with related individual tax matters.

Hutchinson and Bloodgood Joins PKF International

Glendale, Calif.-based Hutchinson and Bloodgood (FY16 net revenue of $27.3 million) is now a member of the association PKF International.

Hutchinson and Bloodgood has prior experience with the PKF network and saw great value from this relationship. The firm works with many multinational clients and the alliance with PKF International will enable Hutchinson and Bloodgood to better support these clients.

“We are committed to producing quality work by going the extra mile to achieve great results for our clients. We have seen significant growth over the years with an increasing number of international clients. PKF is a respected and widely recognized brand in global accountancy and together we will be able to better serve these clients,” says Richard Preciado, MP of Hutchinson and Bloodgood.

“We are delighted that Hutchinson and Bloodgood will continue to be a part of PKF in North America. They are a highly respected accounting firm with numerous international clients. They are just the type of firm we want as part of our practice. They are dynamic and ambitious with an emphasis on quality,” says John Sim, CEO of PKF International.

Sax Wealth Advisors Acquires The GM Financial Group

Sax Wealth Advisors, a subsidiary of Clifton, N.J.-based Sax LLP (FY16 net revenue of $29.7 million) acquired The GM Financial Group of Pennington, N.J.

The addition of The GM Financial Group’s approximately $140 million of assets under management (AUM) brings Sax Wealth Advisors’ AUM over $1 billion. The combined fee-only firm will continue their mutual tradition of academic, research-based investment philosophy and client-focused approach to the accumulation and preservation of wealth and estate planning.

“Finding a firm that shares our same investment philosophies and commitment to personal financial planning along with a strong presence in central Jersey was an essential component of this selection process,” says Kyle Stawicki, PIC of Sax Wealth Advisors. “GM’s 30-plus years of experience will lend itself to enhancing our strong foundation of individual and corporate wealth management solutions.”

SWA will continue to offer individual wealth management, financial and estate planning, retirement planning and corporate benefit plan oversight, built on the principles of broad global diversification.

“As GM looks to the future, we wish to ensure our customized programs and emphasis on client relations remains intact. We believe teaming with Sax Wealth Advisors will only strengthen our inherent objectives,” says Guy McPhail, president and founder of The GM Financial Group. “A firm that emphasizes fee-only independent financial planning advice, coupled with a strong CPA background was the perfect match for us. These two crucial strengths will ensure our clients continue to receive the most comprehensive guidance and solutions to meet their needs and goals.”

Born Joins Perelson Weiner as CEO

Lynne Born

Lynne Born

Perelson Weiner (FY16 net revenue of $24.3 million) of New York, welcomed Lynne Born as CEO.

As CEO, Born focuses on strategic planning and go-to-market initiatives in a variety of niche, industry and service areas that drive the firm’s business objectives forward. She specializes in succession planning, growth and change management, and the design of best in class leadership and development programs for next generation career path. She has served as a leader in one of the largest multi-family offices in the country serving high-net-worth business owners and multi-generational families.

“This is a new position at Perelson Weiner,” says Ronald Weiner, president of the firm. “Lynne’s expertise in professional service firm management as well in financial and high-net-worth services will help us grow qualitatively. Importantly, her approach is consistent with our client service driven firm’s values as we are committed to making a positive difference for our clients.”

Maner Costerisan Adds to Board of Directors

Jeffrey Staley

Jeffrey Staley

Maner Costerisan (FY16 net revenue of $19 million) of Lansing, Mich., welcomed two to their board of directors: Jeffrey Staley and Keith Pfeifle. Staley joined Maner Costerisan in 2000, and Pfeifle joined in 2004. They brings 32 years of combined experience to the board.

“Staley and Pfeifle have built rich and nuanced careers, and we couldn’t be prouder as they take up roles as directors,” says Jeffrey Stevens, president. “They both started with us here, and I look forward to continuing to bring client-based success to the forefront with them. They represent our firm at our best.”

Keith Pfeifle

Keith Pfeifle

Staley is an audit principal, bringing comprehensive services to townships and school districts, as well as performances and reviews for construction companies and trade associations.

A fellow audit principal, Pfeifle specializes in the affordable housing niche with the spectrum of skills necessary to mobilize at a moment’s notice for clients.

Tate & Tryon Announces National Expansion

Tate & Tryon (FY16 net revenue of $22.6 million) of Washington D.C., opened a new office in New York City.

“It’s about moving from being reactive to proactive,” says MP, Charles Tate. “The future is already here. As we continue to lead the nonprofit sector with innovative ways to deliver actionable insights, we are expanding our geographic reach and presence to New York and beyond, building insights that help clients make better decisions.”

Exclusively serving the nonprofit community since 1993, Tate & Tryon has experience in issues unique to organizations spanning the nonprofit sector: charities, foundations, associations, think tanks, professional societies and civic groups.

Along with audit, exempt organization tax, and financial advisory services, Tate & Tryon has an outsourcing practice offering internal sudit as well as ongoing and interim accounting, controller, and CFO services.

Windham Brannon Welcomes Brooks as Litigation Director

Tom Brooks

Tom Brooks

Windham Brannon (FY16 net revenue of $24.6 million) of Atlanta welcomed Tom Brooks as a director in the litigation, valuation and forensic accounting practice.

Brooks has more than 20 years of experience handling valuation and litigation support matters, and specializes in guiding clients with the valuation of their businesses, business interests and intangible assets for: mergers and acquisitions; gift and estate planning; financial and tax reporting; charitable giving; strategic planning; shareholder disputes; commercial litigation; marital dissolution; and creditor and collateral analysis. Prior to joining Windham Brannon, Brooks was with Cherry Bekaert as a senior manager for business valuation services.

“His extensive experience involving the analysis of complex financial and tax issues will prove invaluable to our current and future clients,” says Heidi LaMarca, MP.

HoganTaylor Announces Promotions

Tulsa, Okla.-based HoganTaylor (FY16 net revenue of $34.3 million) announced their 2018 promotions, effective Jan. 1.

These promotions include:

  • Wes Gilliam, chief accounting officer, core business services, Tulsa.
  • Shannon Hammons, chief human resources officer, core business services, Tulsa
  • Josh Larkins, director of IT operations, core business services, Oklahoma City, Okla.

View the full list of promotions here.

KBKG Welcomes Wallace, Relocates NYC Office

Pasadena, Calif.-based KBKG recently relocated their New York City office to a larger workspace. The new space will provide additional resources in a more centralized location for the team.

KBKG New York also welcomed Liz Wallace as director of research and development tax credit services to expand technical expertise as the practice continues to grow. Wallace, has more than 12 years consulting businesses in the pharmaceutical, life sciences, automotive, manufacturing, internal and external use software industries.

“Their dedication to providing clients with top quality service is already well known. I am so proud to join such a well-respected firm and I look forward to partnering with and further developing the R&D Tax Credit practice,” says Wallace.

“New York is a fantastic, booming city of growth and industry. We’ve developed so many lasting relationships in the New York and surrounding markets and look forward to building more for years to come. The new office and the addition of Liz to our team allow us to elevate our service model while maintaining our focus: providing turn-key solutions to CPAs and businesses,” says Malik Javed, principal at KBKG.

PKF Texas Promotes New Director and Shareholders

Nikki Homratsamy

Nikki Homratsamy

Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) welcomed Nikki Homratsamy as tax director. Additionally, Ryan Istre and Chris Hatten have been added to the shareholder group.

“Nikki, Ryan and Chris have all contributed greatly to PKF Texas, and we are proud of their achievements,” says Kenneth Guidry, president. “These are important milestones in their respective careers and for the firm’s consistent success.”

Ryan Istre

Ryan Istre

Homratsamy has spent the majority of her career serving clients in the middle market, including a number of closely-held and publicly-traded companies in a variety of industries including manufacturing and distribution, oilfield services and technology. She joined the firm in 2010.

Chris Hatten

Chris Hatten

Istre has experience in providing external audit services to domestic and international businesses in the areas of real estate, manufacturing and energy services for both the public and private sector. He joined PKF Texas as an associate in 2000.

Hatten’s experience includes audit and financial consulting for publicly owned and privately held businesses. Areas of industry concentration include power generation, oilfield service, midstream energy, hospitality, manufacturing and software development companies. He joined the firm in 2006.