Lumsden & McCormick Admits Two Partners

Jill Johnson

Jill Johnson

Lumsden & McCormick (FY16 net revenue of $16 million) of Buffalo, N.Y., admitted Jill Johnson and Brian Kern partners, effective Jan. 1.

Johnson, who has been with the firm since 2002, works in the assurance division with a focus on audit and information technology controls serving health care institutions, nonprofit organizations, and health and human service agencies.

Brian Kern

Brian Kern

Kern joined the firm in 2006. He is a commercial tax expert, focusing on structuring tax strategies, high-net-worth individuals, privately owned commercial businesses, manufacturing and real estate.

Haskell & White Admits Martinez as Principal

Carlos Martinez

Carlos Martinez

Irvine, Calif.-based Haskell & White (FY16 net revenue of $13.1 million) admitted Carlos Martinez as audit principal.

“At Haskell & White we place a premium on providing continuous training and supporting professional growth. The success of our employees has a direct link to the success of our firm and our clients, and we strive to provide new challenges and continuing encouragement to all of our staff,” says MP Wayne Pinnell.

Martinez has more than 10 years of accounting and auditing experience. His areas of expertise include financial accounting and reporting, compliance, auditing, internal control reviews and operational efficiency opportunities, as well as assisting clients with mergers, acquisitions, leveraged buy-outs and recapitalizations. He also has expertise working with private equity groups and serving their portfolio companies.

Kassouf & Co. Names Callahan as New Managing Director

Jerry Callahan Jr.

Jerry Callahan Jr.

Birmingham, Ala.-based Kassouf & Co. (FY16 net revenue of $16 million) named Jerry Callahan Jr. as the new managing director of the firm. Callahan succeeds Gerard Kassouf as managing director, who has led the firm in this role since 1989 and will remain a director.

Callahan joined the firm in 1989 and has served in various roles, including his most recent position as a director in the health care services group. He specializes in health care management, tax compliance, financial planning, human resources and employee benefits, and business consulting and advisory services.

“I am humbled to be elected as the managing director of the firm,” says Callahan. “Our firm is built on a strong foundation and our staff is dedicated to serving our clients, our community, and each other. Our firm will continue to rise to meet the challenges of our clients.”

MP Authors New Book on Leadership

Wesley Middleton

Wesley Middleton

Wesley Middleton, MP of Houston-based MiddletonRaines+Zapata (MRZ), an $11.2 million firm, has written, “Violent Leadership: Be a Force for Change,” which outlines a style of leadership that is “ identified by a passionate, innovative, active and disruptive pursuit of success.”

Violent leadership, Middleton writes, “does not refer to fighting, anger or brutality. It is a positive and energetic pursuit of purpose and success.”

Middleton discusses leading teams with passion, strength and force. He provides examples from his experiences at the firm and explains strategies to unite a team behind a common objective.

You’ll also discover how to:

  • create a workplace culture that fosters loyalty and high performance
  • know your strengths and delegate tasks when necessary
  • harness the power of the millennial generation
  • get out of your own way
  • set the tone in your own business
  • achieve your goals more passionately and more forcefully than anyone
    around you

Middleton is also a frequent public speaker on workplace culture, taking risks and embracing change.

Belfint Lyons & Shuman Welcomes Dean-Bradley as Director and Shareholder

Kathy Dean-Bradley

Kathy Dean-Bradley

Kathy Dean-Bradley was named a director and shareholder of Belfint Lyons & Shuman (FY16 net revenue of 10.2 million) of Wilmington, Del.

Dean-Bradley has expertise in the tax and accounting needs of small businesses, trusts and estates, with a concentration in medical practices, professional service firms and real estate investors. She offers strategic planning and tax compliance services for those businesses and individuals.

“Successful client relationships always result from collaborative efforts with the clients and their advisors,” says Dean-Bradley. “I embrace the challenges that each unique client situation brings.”

“Kathy’s strong commitment to great client services and her dedication to helping enhance our firm has been a big part of what we are today and we look forward to working with her for many years to come,” says Michael French, managing director.

Tidwell Group Admits New Partners with Ohio Expansion

Todd Fentress

Todd Fentress

Birmingham, Ala.-based Tidwell Group (FY16 net revenue of $11.3 million), 2017 INSIDE Public Accounting’s fastest growing firm, opened a Columbus, Ohio office. With this expansion, they also admitted three new partners to their team: Todd Fentress, Aram Moore and Kevin Allmandinger.

In Jan. 2018, Fentress joined Tidwell Group as the OMP. He has experience in the affordable housing industry, helping clients develop real estate projects in the Midwest. He also has experience consulting with federal and state government sponsored programs.

Aram Moore

Aram Moore

Moore has nearly 20 years of experience with low-income housing and historic tax credit programs, along with an understanding of federal and state governmental housing agency regulatory requirements.

Kevin Allmandinger

Kevin Allmandinger

Allmandinger has more than 30 years of real estate related experience in the public accounting industry. He has experience performing and reviewing audit work for rural development, housing and urban development, and low-income housing projects, along with 12 years of experience as treasurer for a large construction, development and property management firm.

“Our senior leadership team has evaluated numerous locations as we continue to strategically expand our services within the affordable housing industry. Ultimately, we selected Columbus because Ohio is home to some of the most prolific affordable housing developers in the country,” says Barry Tidwell, MP.

Maloney + Novotny Acquires Smith Barta & Company

Cleveland-based Maloney + Novotny (FY16 net revenue of $19.5 million) acquired Smith Barta & Company of Canton, Ohio.

Eleven members of Smith Barta & Company, including Doreen Smith, Tim Barta and David Schrade, will join Maloney + Novotny.

“By joining M+N we gain deep industry expertise with dedicated niche leaders and a mission and vision that we share and believe in,” says Smith, a founding partner with Smith Barta. “The strength of our two firms will be very complementary and allow us to provide the best for our clients and additional opportunities for our employees.”

“By combining the resources of two excellent accounting firms, we can better meet the needs of our clients as they grow and expand.  We continue to explore opportunities that will contribute to the success of our clients, employees and shareholders throughout Ohio,” says Matt Maloney, managing shareholder of Maloney + Novotny.

Wilkin & Guttenplan Admits Three Principals

Joseph Chorba

Joseph Chorba

East Brunswick, N.J.-based Wilkin & Guttenplan (FY16 net revenue of $16.4 million) admitted three principals, Joseph Chorba, Maureen Jasper and Thomas Pedersen, effective Jan. 1.

“I have always believed that the most important thing firm leadership could do is to develop the next generation coming up the ranks,” says Edward Guttenplan, managing shareholder. “With their combined background, they are well positioned to play an integral role in the professional growth of the firm and commitment to our collective vision.”

Maureen Jasper

Maureen Jasper

Chorba has been with the firm since 2002 and divides his time between working with clients in the real estate industry and closely-held businesses. As part of his real estate expertise, Chorba works with common interest realties throughout New York and New Jersey. His work with them includes audits, compilations, forecasts and consulting assisting real estate clients with sponsor transition procedures and project management. Chorba provides closely-held businesses with audit, review, compilation, tax planning and compliance and other miscellaneous consulting services and is well-versed in accounting software packages for small and medium sized businesses.

Thomas Pedersen

Thomas Pedersen

Jasper has been with the firm since 2003. She is a tax professional specializing in providing tax consulting and compliance services. Her clients include high-net-worth individuals, various types of trusts, estates, multi-state corporations and partnerships, closely-held businesses and real estate entities. Jasper has experience in tax planning, tax research and estate planning.

Pedersen joined the firm in 2003 and provides accounting, tax and consulting services to real estate entities including commercial properties and condominiums, cooperative corporations and homeowner associations in both New Jersey and New York. His real estate experience includes audits, compilations, sponsor transition procedures, preparation of financial forecasts for new construction, and tax preparation for other real estate entities. Pedersen also provides audit, review and compilation services for closely-held businesses in a variety of industries including telecommunications, technology, hotels and lodging.

Rosen Sapperstein & Friedlander Moves Headquarters

Owings Mills, Md.-based Rosen Sapperstein & Friedlander (FY16 net revenue of $11.2 million) has moved its headquarters to Towson, Md., according to The Baltimore Sun. The new office will house more than 50 employees and has room for future expansion.

“Our goal in designing the new space was to create a collaborative work environment that promotes open dialogue and creativity, thereby allowing us to service current and future clients even better than before,” says Jeffrey Rosen, a partner at RS&F.

RS&F offers consulting, tax, audit, business valuation and accounting services to middle-market businesses and high-net-worth families, primarily along the East Coast.

HMWC CPAs & Business Advisors Acquires Kelley Associates

Tustin, Calif.-based HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) acquired Kelley Associates Inc., of Lake Forest, Calif.

“The addition of Kelley Associates, Inc. complements HMWC’s core strengths in comprehensive and complex tax planning, and service to businesses and individuals involved in real estate transactions and ownership. This merger adds very competent professionals as well as important clients to HMWC,” says Steve Williams, HMWC’s MP.

Kelley Associates, Inc. is headed by Barbara Kelley who has more than 30 years of tax and business consulting experience, including experience at Deloitte and Moss Adams. An associate at the firm will join Kelley in the merger.

Kelley Associates specializes in real estate and wealthy individuals. The firm’s services include real estate taxation, accounting and taxation for businesses and individuals, business advisory services, entity selection and complex estate and wealth protection planning.