Wegner CPAs Announces Two New Partners

Mike Hablewitz

Mike Hablewitz

Madison, Wis.-based Wegner CPAs (FY15 net revenue of $13.2 million) announces the admission of Mike Hablewitz and Yigit Uctum as the newest partners of the firm.

As a team player and integral part of our firm’s growth and development since 1999, Hablewitz specializes in working with a variety of nonprofit organizations, including health and human services, religious organizations, trade organizations and labor unions, among others.

Yigit Uctum

Yigit Uctum

As a key team member with more than 12 years of auditing experience, Uctum focuses on working exclusively with tax-exempt organizations and leads the firm’s nationwide Form 990 preparation practice. He also manages the New York office.

The 2017 IPA Accounting Firm National Benchmarking Surveys Are Open For Participation

The 2017 INSIDE Public Accounting (IPA) Annual Survey and Analysis of Firms is now open to all accounting firms in North America. The results of the annual survey is the IPA National Benchmarking Report, the IPA 100, 200 and 300 firms ranking, and the coveted IPA Best of the Best firms. If you would like to participate, please contact our office.

DEADLINES FOR SURVEY SUBMISSIONS – FIRMS WITH FISCAL YEAR-ENDS OF…

…June 2016 through December 2016: May 5, 2017
…January 2017 through February 2017: May 19, 2017
…March 2017 through April 2017: June 5, 2017

THE 2017 IPA SURVEY AND THE INTERNAL OPERATIONAL SURVEYS ARE AVAILABLE FOR COMPLETION.

Your firm must complete the IPA Survey and Analysis form in order to participate in any of the internal operational surveys. If you would like to participate, contact our office.

Gain a competitive advantage and grow your firm with industry insight from the independent benchmarking leader in the nation.

BENEFITS OF PARTICIPATION

  • The opportunity to be included in the largest annual management of an accounting practice (MAP) survey in the country. To be benchmarked with more than 540+ firms nationwide and potentially be ranked among this year’s top firms in the: IPA 100, IPA 200, IPA 300 and the coveted IPA Best of the Best Firms in the nation.
  • If you participate in the surveys, you will receive a complimentary copy of the August 2017 issue of the award-winning INSIDE Pubic Accounting newsletter. This issue highlights the annual IPA 100 firm rankings, along with a detailed financial and operational analysis of the rankings.
  • An electronic complimentary copy of the 2017 Executive Summary, of the IPA National Benchmarking Report. If you participate in any or all of the IO surveys, you will also receive a complimentary executive summary when published in late summer.
  • You will receive preferred pricing on the 2017 IPA National Benchmarking Report, the IO Reports, and other benchmarking items. You may pre-order your reports now.
  • You will get preference for selection in articles written by IPA throughout the year, (an excellent opportunity to market your firm).
  • If you would like to participate, please contact our office.

CONFIDENTIAL DATA – WHAT YOU CAN EXPECT FROM INSIDE PUBLIC ACCOUNTING 

All confidential firm data, including salaries, compensation, income, etc., will be held in strict confidence. Salaries, compensation and sensitive data, such as income, revenues by niche, etc., will NOT be shared or publicized. We take extreme pride in our ability to collect this data to assist the profession and are now celebrating 27 years surveying accounting firms across the globe.

Please contact IPA at survey@plattgroupllc.com with any concerns or questions. IPA conducts a thorough review of each survey submission for commonly missed areas and for any and all errors. IPA will contact the person / contact named on the submitted survey form for any and all clarifications / updates. Some data, such as firm name, MP(s) name, firm net revenue, and organic growth may appear in the IPA Newsletter (if accolades are given).

IPA ASSOCIATION PARTNERSHIPS: INSIDE Public Accounting is pleased to partner with the following associations to provide survey and benchmarking services for their member firms: The Alliott Group, CPAmerica International, DFK International, INPACT Americas, LEA Global, Moore Stephens North America and PrimeGlobal. Please contact The Platt Group / IPA with any questions at (317) 733-1920.

Delap Announces Wall as Partner

Melissa Wall

Melissa Wall

Delap of Lake Oswego, Ore., (FY15 net revenue of $14.6 million) announces that Melissa Wall, a former senior manager at Delap, has been admitted as a new tax partner with the firm.

Wall brings over a decade of experience providing professional accounting services to individuals and businesses. In her 15 years practicing accounting, she has learned the value of a proactive, visionary, financial mentor, who serves a greater purpose in the lives of clients than simply providing tax compliance.

She specializes in working with closely held and family-owned companies, focusing primarily on entities within the real estate industry. Over the course of her career, Wall has deepened her understanding of the tax implications of trust, estate and gifting, the firm announced.

Alex Corrigan, the CEO of Delap says, “Melissa is a trusted leader, coach and advisor both within our firm as well as her client relationships.”

McKonly & Asbury Announces New Partner

Daniel Sturm

Daniel Sturm

Camp Hill, Pa.-based McKonly & Asbury (FY15 net revenue of $9.4 million) has admitted Daniel Sturm to the partner group.

Sturm joined McKonly & Asbury in 2007. In addition to being a partner, he is also a key leader of the firm’s external audit segment serving middle market, closely held businesses. His industry focus includes manufacturing, insurance, construction and nonprofits.

He also serves as the firm’s employee benefit plan audit services coordinator. Prior to joining the firm, he served as an audit manager in the Baltimore office of an international accounting firm, where he served a range of industries and also served as the office’s employee benefit plans service coordinator.

Thompson Greenspon Admits New Partner

Carolyn Quill

Carolyn Quill

Thompson Greenspon of Fairfax, Va., (FY15 net revenue of $9.7 million) welcomes Carolyn Quill as a partner of the firm.

Quill joins Thompson Greenspon with more than 25 years of public accounting experience. She works with large multi-state and closely held businesses, their owners and executives. In addition, she has extensive involvement in individual and partnership taxation and planning.

“Carolyn brings a wealth of tax knowledge and business experience and she is a welcome addition to the firm and its leadership team,” says Chip Helme, Thompson Greenspon’s MP. “We look forward to the positive impact Carolyn will have on our clients and the future success of Thompson Greenspon.”

Quill works with trusts and estates, compensation and retirement planning and succession issues, and she also has substantial involvement with government contractors and the complex issues they encounter.

Prior to joining the firm, Quill worked for a large Washington, D.C., area accounting firm. She has authored many tax articles and has been a frequent speaker and instructor to groups and associations on tax and other business-related issues.

 

Sensiba San Filippo Acquires Kupperberg & Associates

Pleasanton, Calif.-based Sensiba San Filippo (SSF) (FY16 net revenue of $14.4 million) has acquired Kupperberg & Associates of San Francisco.

Clifford Kupperberg, Pamela Seites and Ken Kupperberg will be joining SSF’s San Francisco, San Mateo and Pleasanton offices.

Kupperberg advises on a full range of business, financial and tax issues, and specializes in accounting and tax services and litigation support. With a strong background providing litigation support services to a wide range of clients, the acquisition helps to strengthen and expand SSF’s full-service offerings.

“Firm culture is a top priority for us, and Kupperberg & Associates mirrors many of the same values that we hold in high regard here at SSF,” says John Sensiba, MP of Sensiba San Filippo. “We have already experienced a tremendous amount of synergy with the Kupperberg team, and we are pleased to have them on board.”

Clifford Kupperberg, owner of Kupperberg & Associates, says, “This move allows us to continue our longstanding commitment to providing personalized service to our clients while being able to offer them the expanded services of a larger firm.”

Meyers Brothers Kalicka Admits Two to Partnership

Jim Krupienski

Jim Krupienski

Meyers Brothers Kalicka of Holyoke, Mass., (FY15 net revenue of $9.7 million) has admitted two senior managers into the partnership – Jim Krupienski and Kristi Reale.

MP Jim Barrett told Business West, a business journal for western Mass., that the promotions were part of the strategic plan for the firm. “We have a partner who is retiring, so we have a practice need; Jim and Kristi have demonstrated all prerequisite skills to get there, and we’ve been talking to them for almost two years about how they’re on the track.”

Kristi Reale

Kristi Reale

Reale began work at Meyers Brothers Kalicka in February of 2001, when she was hired to help during tax season on a per-diem basis. Krupienski joined the firm in 2003 after working as a senior accountant at PricewaterhouseCoopers.

Krupienski specializes in medical practice operations, tax planning and retirement plan strategy, while Reale specializes in closely held businesses, business valuations, management advisory services, and business and tax planning, and has extensive experience in retail, manufacturing, construction, distribution, real estate, insurance, and other service organizations.

Barrett told Business West that the two partners will likely play a large role in efforts to grow the firm.

“We’re hoping that with their respective areas of expertise – Jim in medical and pension work and Kristi with business valuation – that they’re going to bring another level of services to clients or perspective clients that will allow us to grow.”

Two Minnesota Firms Join Forces

Rochester, Minn.-based Smith Schafer & Associates (FY15 net revenue of $12.4 million) and Blanski Peter Kronlage & Zoch (BPK&Z) of Minneapolis announced the merger of their accounting firms, effective Jan 1.

The combined firms will operate under Smith Schafer’s name and continue to operate out of the firm’s Twin Cities office.

“The merger brings together two talented teams with similar core values and vision for the future,” says John Edson of BPK&Z.

The combined Twin Cities office will include 12 principals and 38 employees, specializing in the manufacturing, law firms, architects, engineers, nonprofits, hospitality, governments, transportation, construction and real estate industries.

Smith Schafer MP Steve Erchul says, “The combination of our firms will enhance our ability to serve our clients and provide opportunities for staff growth.”

Smith Schafer has about 90 team members in the Twin Cities, Rochester and Red Wing. With more than 45 years of experience, Smith Schafer has experience across a broad range of industries including real estate and construction, transportation, nonprofits, governments and hospitality.

AGH Admits Gin as Partner

Max Gin

Max Gin

AGH of Atlanta (FY15 net revenue of $11.6 million) is pleased to announce that Max Gin will be accepted into the partnership in January.

Currently serving as director of the firm’s real estate taxation practice, he brings extensive experience along with deep knowledge of the broad real estate industry and its many niches. His specialized understanding of the tax aspects of real estate operations and transactions allow him to provide developers, management companies, owners and investors with insightful guidance and effective tax strategies.

“Working with Max is a pleasure and a privilege,” says Kathie Gottlieb, president of AGH. “Max has an exceptional understanding of real estate tax as it relates to transactions, construction, development and management. He offers amazing value to anyone with a real estate focus.”

“Learning about clients’ goals and helping them achieve what they set out to do in the most profitable way is very rewarding. I am grateful for the opportunity to share insights that help clients’ businesses and look forward to continuing my work as a partner,” Gin says.

MP of McKonly & Asbury Stepping Down; Trimarchi Taking Reins

Camp Hill, Pa.-based McKonly & Asbury (FY15 net revenue of $9.4 million), is proud to announce that after 14 years as MP, Terry Harris will transition leadership of the firm to Kurt Trimarchi on Jan. 1.

Kurt Trimarchi

Kurt Trimarchi

Trimarchi will become Managing Partner of McKonly & Asbury on January 1, 2017. McKonly & Asbury has offices in Camp Hill and Lancaster, Pennsylvania and has enjoyed a 43-year history of success in the region.

After Harris’ 40-year career with the firm, he and the firm’s entire partner group have chosen Trimarchi as the next MP. Harris and Trimarchi have been serving as co-MPs for two years, and this change is part of the firm’s established transition plan.

“I am so proud to have been a part of McKonly & Asbury for 40 years, and I am just as proud to pass on the reins to Kurt,” says Harris. “I have complete faith and confidence in him as the firm’s next leader and am honored to have been able to work aside him during our times together here. Kurt has been an integral part of our success.”

Terry Harris

Terry Harris

Harris will continue as a principal with the firm and an advisor for McKonly & Asbury’s affordable housing clients. He will also play a key role in McKonly & Asbury’s affiliate, Bridgeford Trust Company, continuing to be a member of the board of directors, serving as chair.

Trimarchi states, “I am privileged to have been elected by my fellow partners as the next MP of McKonly & Asbury and know that I have an amazing legacy to uphold. The McKonly & Asbury team is embracing this change, and along with our new ideas, we will never lose sight of our founding commitment to superior client service and building purpose through profits, using our firm’s strengths and resources to make giving back an integral part of who we are.”

Trimarchi has been with McKonly & Asbury for 13 years. He joined the firm as director of tax services and quickly rose to leadership as PIC of the firm’s tax practice. He has more than 20 years of broad domestic and international tax experience and has extensive experience serving family business, manufacturing, distribution, retail and financial services clients as well as bringing tax value-added ideas and strategies to help maximize overall tax savings.