BeachFleischman Names Kim Paskal as COO of Tax, Peter Beahan to Executive VP

Peter Beahan

Tucson, Ariz.-based BeachFleischman (FY18 net revenue of $27.8 million) has elected Peter Beahan as executive vice president of the firm.

Additionally, Kim Paskal has been named as the COO of tax, succeeding Beahan.

Kim Paskal

The board appointed Paskal as part of the firm’s succession and strategic plans. She joined BeachFleischman in 1996 and has also served as the industry segment leader for the firm’s financial and professional services practice since 2010 and the cost segregation practice since 2019. Paskal’s specialties include tax-planning, consulting and compliance for entrepreneurial businesses as well as high-net-worth individuals. She will transition her industry segment leadership role to focus on her new responsibilities as the tax department leader.

Beahan will continue to serve firm clients, with an emphasis on the health care practice. He will also mentor staff and remain a member of the firm’s management committee.

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Geffen Mesher Admits Two Partners

Greg Malcolm

Geffen Mesher (FY18 net revenue of $24.3 million) of Portland, Ore., has admitted two new shareholders to its leadership team.

“Throughout their tenures at Geffen Mesher, Greg Malcolm and Troy Banker have established themselves as respected leaders, fierce client advocates and perennial innovators,” says CEO Michael Rompa in a prepared statement.

Malcom and Banker have both held roles as senior managers within the firm. Malcolm, who was recruited to the firm after graduating from Oregon State University in 2008, was drawn to Geffen Mesher’s culture of camaraderie and mentorship.

Troy Banker

“I remember being impressed and inspired by shareholders like John Lorenz, who always understood a client’s needs by reading between the lines in their questions and could also see the big picture beyond the work at hand. I was humbled as they took the time to teach and mentor me. Now I’m excited to help the next generation of accountants by honing their skills, demonstrating the value of our work, and acting as a champion for their growth,” says Malcolm, who primarily serves clients in the real estate and professional services industries.

Banker joined Geffen Mesher in 2013 after starting his career at a smaller CPA firm. With a Lean Six Sigma certification, Banker is an expert on implementing efficiencies in the workplace, reducing or eliminating redundancies, and developing a framework of company culture. He also serves the firm’s real estate and professional services clients.

“What I love about Geffen Mesher is our long-standing commitment to serving our greater Portland community. We don’t focus on large conglomerates or Fortune 500 companies; we primarily serve local, family-owned businesses and mid-market private companies here in our backyard. What most energizes me about becoming a shareholder is the greater impact I can have on my local community,” notes Banker.

The firm says the promotions mark a shift to more consultative relationships with clients. “With technological advances guiding the future of the accounting industry, this big-picture thinking will be pivotal for the firm’s positioning as a prominent business ally in Portland.”

K. James Hunt New CEO of Arnett Carbis Toothman

K. James Hunt & Steven Robey

K. James Hunt has been named CEO of Charleston, W.V.-based Arnett Carbis Toothman (FY18 net revenue of $37.4 million).

Hunt succeeds Steven Robey who served as CEO for the last 10 years. “Hunt and Robey have worked together, hand-in-hand, over the last several years to make ACT what it is today,” the firm announced.

The transition is part of the firm’s succession plan, which has been in the works the last three years.

“Transitioning out of the CEO role is bittersweet,” says Robey, who will continue working full time serving clients. “I love what I do, and loved what I did as chief executive officer, but I recognize when it’s time to pass the torch to the next generation of leaders. With the dedication and leadership that James has exhibited in all of the years I’ve known him, under his direction, ACT has a bright and exciting future ahead.”

Hunt, who has been in public accounting for nearly 30 years, specializing in health care, will oversee day-to-day operations, and guide firm strategy, growth, innovation and culture. He will lead the executive committee and serve as the firm’s health care services coordinator.

“Steve led ACT for 10 years with consistent passion, dedication and thoughtfulness. The positive impact he had on ACT is undeniable,” Hunt says.

ACT has nearly 300 team members, 32 partners and eight offices in Ohio, Pennsylvania and West Virginia.

Aprio Names New Assurance Practice Group Director

Matt Wise

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has announced that partner Matt Wise has been named the director of the firm’s new assurance practice group, succeeding Frank Gudger.

Wise has advised clients in real estate and construction, manufacturing and distribution, transaction processing and professional services industries in accounting, reporting, compliance and internal control matters.

In his new role, Wise will be responsible for tapping into new forms of assurance services and technology to drive growth and innovation in audits. “By harnessing the power of advanced analytics and automation, we will drive greater efficiencies into the firm’s audit process to enable Aprio team members to more strategically advise clients,” Wise says.

Gudger says, “Matt is a contagious leader who is committed to the firm’s people, clients, technology and growth goals, making him well-positioned to lead the assurance practice as we continue to expand nationally.”

During his 16 years as the assurance practice group director, Gudger successfully grew both the revenue and number of team members within the practice. Over the past year, Gudger has also served as OMP in Birmingham, Ala., and will continue in that role.

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Grassi & Co. Admits Construction Tax Leader to Partnership

Joseph Molloy

New York-based Grassi & Co. (FY18 net revenue of $63.6 million) announced the admission of Joseph Molloy to partner.

In this new role, Molloy will manage and oversee the taxation services offered through Grassi’s construction practice, the firm’s largest industry area. As part of Grassi’s leadership team, he will also contribute to the strategic vision and growth of the firm.

In addition to his partner responsibilities, Molloy serves as the firm’s tax construction leader, providing tax planning and compliance services tailored to the construction industry. He specializes in tax projections, corporate tax return preparation, tax incentive programs, tax deferral strategies and regulatory compliance.

“Joe embodies the values of leadership, integrity, respect and excellence that our partners are trusted to uphold,” says Carl Oliveri, construction practice leader. “He has dedicated his career to serving the tax needs of the construction industry, and his knowledge and experience are invaluable assets to our clients and construction team on a daily basis.”

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Wipfli Promotes Anna Kooi to Lead National Financial Services Practice

Anna Kooi

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) announces the appointment of Anna Kooi to lead the national financial services practice in 2021.

Kooi joined Wipfli in 2019 with more than 20 years of experience serving a variety of public and private clients in the financial services industry.

Kooi will oversee the practice, with more than 300 associates serving over 1,000 organizations in the financial services industry across the U.S. She will be responsible for the financial results, strategic direction and alignment of service offerings within the practice, as well as partner and associate development.

Mike Vesel, the current national financial services practice leader, says she “has the background and vision to help us grow our financial services practice and continue our national expansion in Wipfli’s financial services practice area.” Kooi will succeed Vesel in this role as he transitions into retirement in 2021.

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Janover Names Dominic Rovano Co-PIC in New York

Dominic Rovano

Garden City, N.Y.-based Janover LLC (FY18 net revenue of $31.3 million) announces that Dominic Rovano will assume the role of co-PIC of the New York office.

Rovano joins Alan Hoffman, who has been in this role since 2015, in implementing the firm’s strategic plan, ensuring efficient and responsive client service, overseeing growth, and attracting and retaining talent. The move is part of a planned transition, which will allow Hoffman to devote more attention to Janover’s growing real estate practice, the firm’s largest practice group.

Hoffman says in an announcement: “During this time Janover’s New York office has grown over 50%, and therefore the management of the office has taken more of my time.” He notes that Rovano’s vision for the firm “matches what we see for Janover – continued growth and autonomy through the leveraging of technology and the embracing of industry specialization.”

Hoffman will continue to serve on the executive committee and the partner compensation committee.

Rovano works primarily with privately held businesses across multiple industries on financial reporting requirements and assurance, tax and advisory services. He leads the employee benefit plan industry group, a member of the construction committee and a leader of the technology committee.

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The Bonadio Group Announces New Leadership Roles

Pittsford, N.Y.-based The Bonadio Group (FY19 net revenue of $106.2 million) has admitted seven employees to partner and executive vice president (EVP) in four of its New York state offices.

New partners include Lynn Keck and Paul Mayer in Rochester; Gloria Nostramo and Ariel Ammirato in Albany; and Michelle Mundy in Syracuse. New EVPs include Tim Ball in Rochester and Kyle Young in Buffalo.

“These individuals exemplify our purpose to provide opportunity, strengthen community and inspire growth,” says CEO Bruce Zicari.

  • Lynn Keck is a partner in the tax division. She provides firm-wide training, including the federal and New York state updates, as well as researching and coordinating efforts to disseminate information related to federal tax reform both internally and externally. Most recently, Keck has taken on the role of tax innovation director where she focuses on streamlining and modernizing the firm’s tax practice.
  • Paul Mayer is a partner in the firm’s compliance solutions division. He has extensive knowledge of leading, implementing and assessing corporate compliance programs, HIPAA, development and testing of organizational policies and procedures, and Medicare and Medicaid compliance.
  • Gloria Nostramo is a partner in the tax division. She provides tax planning and compliance services to a variety of clients, with a primary focus on income taxation of individuals, commercial businesses and multi-state issues. She focuses on the construction, real estate development and manufacturing industries.
  • Ariel Ammirato is a partner in the health care/tax-exempt division. She provides services to more than 50 organizations. She has extensive experience performing audits of organizations serving individuals with developmental disabilities. She has developed a specialty in preparing and reviewing IRS Form 990s and NYS Consolidated Fiscal Reports for her tax-exempt clients.
  • Michelle Mundy is a partner in the health care/tax-exempt division. She provides accounting and audit services for a variety of clients with a primary focus on tax-exempt organizations, as well as audit and consulting services to health care providers.
  • Tim Ball is an EVP in the fraud and forensic division and the government compliance and labor division. He specializes in providing forensic examination and consulting support for both criminal and civil litigation. He has been a consultant to local governments and not-for-profits for assisting and strengthening their internal control structure and detecting and deterring fraud.
  • Kyle Young is an EVP at MS Consultants, a division of The Bonadio Group . He works closely with both real estate owners and CPAs to ensure cost segregation and other engineering-based study processes run efficiently while providing maximum value.

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Marks Paneth Names New PIC for Florida Office

Robert Hughes

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced that Robert Hughes was named PIC of its Boca Raton, Fla., office.

Hughes will oversee the strategic development of the firm’s high-net-worth practice in the Florida market, which provides strategic tax planning, wealth preservation and transfer and advisory services.

MP Harry Moehringer says, “This new appointment acknowledges his leadership and expertise, which will be instrumental to the future growth of our Florida office.”

Hughes has more than 20 years experience in public accounting, and prior to that held a senior position as office auditor with the IRS. He specializes in handling state, local and federal tax filings for high-net-worth individuals, estates, trusts and private foundations.

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KPMG UK’s Most Senior Female Partner Quits

Melanie Richards

After 20 years at Big 4 firm KPMG, UK deputy chair Melanie Richards will leave in September following a difficult two years during which the firm worked to recover from a series of audit and conduct scandals, the Financial Times reported.

The London newspaper cited an anonymous source to report that Richards told UK Chair Bill Michael last September that she wants to serve as a non-executive director at a number of companies. UK rules and KPMG policy require a departing auditor to wait two years before joining the board of any listed company that their firm audits.

“Melanie is relentless in her campaigning for equality in the workplace and is an inspirational leader, both within our firm and across UK business as a whole,” Michael says in a statement. “Wherever she chooses to go next, they will be lucky to have her broad array of skills, experience, energy and counsel — which have been invaluable to me as chairman.”

Richards, who joined the firm in 2000, leads KPMG’s efforts to improve its diversity and inclusion and ran its senior women’s network, but she has been criticized for failing to close its gender pay gap of 28% last year.

KPMG has faced a series of setbacks in the last two years over the quality of its audits in the wake of the collapse of UK outsourcing firm Carillion.

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