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.

Kernutt Stokes Announces New Chief Financial Officer

Cheri Aiello

Cheri Aiello

Eugene, Ore.-based Kernutt Stokes (FY17 net revenue of $10.4 million) welcomed Cheri Aiello as chief financial officer. She will be responsible for managing the financial actions of the firm.

“Her experience and attitude make her a great fit for the Kernutt Stokes team – we look forward to the positive contributions she will make to the firm, her co-workers, and our clients,” says Steven Ritchie, MP.

Kernutt Stokes provides comprehensive accounting and business consulting services to diverse groups of entrepreneurial businesses and individuals. In addition to core accounting services, Kernutt Stokes provides technology consulting, 401(k) plan administration, retirement planning and business consulting.

Richey May & Co. Expands Business Advisory Services Team

John Stone

John Stone

Richey May & Co. (FY16 net revenue of 16.3 million) of Englewood, Colo., welcomed John Stone as director of business advisory services.

Stone joins Richey May with 24 years of public accounting experience, in addition to six years of experience as a chief audit executive. He has significant experience in the financial services industry, with a focus on banking clients, providing such services as internal audit, SOX implementation, remediation and project management, compliance program development, compliance audits, and IPO readiness assessments. Prior to joining Richey May, Stone was a member of the national leadership team for a Big 4 firm responsible for directing External Quality Assessments (EQAs) of the Internal Audit Departments of Fortune 500 financial services companies.

“With John’s experience and leadership, we are able to expand the business advisory services we provide to the market,” says Keith May, advisory services PIC. “John’s expertise in both commercial and mortgage banking, in addition to his Big 4 firm and internal audit strategy experience, will allow our business advisory team to serve our clients at an even higher level.”

MSPC CPAs and Advisors Acquires Ennis Hargadon

Cranford, Conn.-based MSPC Certified Public Accountants and Advisors (FY16 net revenue of $10.3 million) has acquired Ennis Hargadon of Cliffside Park, N.J. Bill Ennis and Ray Hargadon will join as principals.

Driving the merger was both organizations’ experience with employee benefit plans and labor unions. The expanded department provides auditing, government filing compliance and consulting services to plan sponsors, trustees and administrators of both single and multi-employer benefit plans.

“This was a natural fit for us as Ennis’ employee benefit plan expertise complements our existing practice and broadens our reach in serving labor unions and those who administer their plans,” says Jim Flannery, managing principal of MSPC.

“This merger provides us with additional resources and a team of professionals who understand the unique requirements of working with labor unions and third-party plan administrators,” says Ennis.

HMWC Acquires Wiederman & Chamberlain CPAs

HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) of Tustin, Calif., acquired Wiederman & Chamberlain CPAs, also of Tustin.

Wiederman & Chamberlain was formed in 1989, specializing in serving dental practices. Their services include accounting, tax compliance and planning, financial planning and retirement planning. Art Wiederman and Pamela Chamberlain will join HMWC as partners in the firm.

“Adding the exceptional professionals at Wiederman & Chamberlain is a strategic addition to our Healthcare Services department. Health care is one of HMWC’s largest industries served and the addition of Art, Pam and their entire staff will play a very significant role in our continuing growth and services to the entire spectrum of medical and health care practices in California,” says Steve Williams, MP at HMWC.