Andersen Welcomes Managing Director to National Tax Practice

Bryan P. Collins

San Francisco-based Andersen (FY18 net revenue of $281 million), formerly known as Andersen Tax, welcomes Bryan P. Collins as a managing director in the U.S. National Tax (USNT) practice in Washington.

He brings to the firm over 30 years of experience in corporate tax consulting including spin-offs, mergers and acquisitions, bankruptcies, consolidated returns, corporate restructurings and S-Corporations.

Previously, Collins served as a partner at Arthur Andersen, and, most recently, at a Big 4 firm. He also served in the Office of the Tax Legislative Counsel in the U.S. Treasury Department. For the prior 19 years, he was also an adjunct professor at Georgetown University Law School.

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Marks Paneth Announces New Service

Dean Nelson

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced the addition of a new technology and digital services group.

Led by PIC Dean Nelson, professionals in the practice will focus on client needs in the areas of technology assessment, data analytics, enterprise integration and architecture, business process consulting, IT due diligence, cloud enablement and digital transformation plans.

Nelson brings decades of experience in developing and implementing digital solutions for for-profit and not-for-profit clients of national public accounting firms and major corporations.

“Expanding our service capabilities in the digital space supports our firm’s highest priority, which is helping clients achieve long-term business and personal success,” says MP Harry Moehringer. “Along with our tax advisors and attest professionals, Dean Nelson and his team will serve as key resources for clients as they continue to face evolving risks, regulations and compliance requirements.”

Based in the firm’s New York headquarters, Nelson will oversee a team of technology professionals who will advise clients across all of the geographies and industries that Marks Paneth serves, including manufacturing, construction, real estate, nonprofit, retail, restaurants and health care.

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Morison KSi Names New CEO

Memoria Lewis

Morison KSi, an international association of accounting firms, has announced that Memoria Lewis has joined its London-based global executive office as CEO.

Lewis has worked globally and held senior leadership roles with professional membership organizations, including the Institute and Faculty of Actuaries, the Institution of Occupational Safety and Health, and the National Landlord Association. She has been responsible for increasing engagement, services and overall members’ satisfaction. She has experience in working with volunteer boards and committees like those of Morison KSi.

“I am delighted to be the new CEO of Morison KSi and I look forward to driving the growth of the organization and building on our position as a leading, high-quality association of professional service firms,” Lewis says.

Morison KSi consists of 155 independent member firms across over 80 countries, representing a combined revenue of $903 million.

CohnReznick Adds Eight Team Members to Restructuring and Dispute Resolution Practice

New York-based CohnReznick (FY19 net revenue of $653 million) has announced a major investment in expanding its restructuring and dispute resolution practice.

The firm has added eight industry veterans, including four partners, a managing director and three senior managers.

The senior members of the group are an already-established team joining the firm to expand and enhance debtor, creditor and fiduciary services across key industries, including financial services, health care, manufacturing, technology and not-for-profit.

The firm aims to help clients improve financial and operational performance in good times as well as prepare for the expected economic downturn.

Cynthia Romano, principal, will join Kevin Clancy to co-lead the practice. Romano has more than 25 years of experience in performance improvement, turnaround management, transaction support, and investment analysis. She will work from New York and Long Island offices in Jericho and Uniondale, N.Y. Romano is an expert in the industry, public speaker, writer and award winner.

Eric Danner, partner, is based in Boston and New York. He provides advisory services to publicly traded and privately held companies. Danner focuses on crisis management, as well as implementing turnaround business plans tailored to clients’ needs.

Antony Walker, principal, is based in Boston. He is experienced in financial and operational planning and execution, as well as turnaround and crisis leadership.

Chris Creger, principal, works from New York and New Jersey. He provides financial advisory, business restructuring and transaction support services. He has served the New York Turnaround Management Association in various roles and has won awards for his engagements.

In addition to these four principals/partners, the following professionals have also joined the CohnReznick team:

  • Debbie Hill, managing director
  • Jaime Angarita, senior manager
  • Molly Jobe, senior manager
  • Joonam Hwang, senior manager

Keith Denham, managing principal of CohnReznick Advisory, says, “For more than 20 years, CohnReznick has been a leader in helping organizations transform operations and maximize value. These eight award-winning advisors embody the collaborative, strategic approach CohnReznick is known for while enhancing our restructuring experience and capabilities in important industry segments.”

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Marcum LLP Admits 16 to Partner

New York-based Marcum LLP (FY18 net revenue of $549.7 million) announced that 16 associates have been admitted to partnership, effective Sept. 1.

Jeffrey Weiner, chairman and CEO, says, “We have an especially robust class of new partners this year, each of whom brings exceptional experience, dedication, and talent to our management team. They will all play an essential role in shaping the future of our firm as we continue to evolve to meet our clients’ changing needs, as well in helping steward the future of the accounting industry. I extend my sincere congratulations to each and every one of our new partners and welcome them to Marcum’s leadership team.”

This year’s class of new Marcum partners includes the following professionals:

  • Nick Antonian, assurance services, Los Angeles
  • Moises Ariza, assurance services, Miami
  • Anthony Basile, assurance services, Melville, N.Y.
  • Michael Buchheit, assurance services, Philadelphia
  • Andrew Clark, tax & business services, Boston
  • Joseph DeCusati, advisory services, New Haven, Conn.
  • Ashlie Forum, tax & business services, Fort Lauderdale, Fla.
  • John Heilmann, tax & business services, Philadelphia
  • Ali Jahangir Hirji, tax & business services, Melville, N.Y.
  • Matthew Huffner, assurance services, Washington, D.C.
  • Janet Levy, assurance services, New York
  • John McCarthy, assurance services, Boston
  • Jason Moi, assurance services, Boston
  • Patrick O’Brien, assurance services, Nashville, Tenn.
  • Jill Scher, accounting services, Melville, N.Y.
  • Karen Schuler, managed services, Washington, D.C.

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UHY Advisors Promotes Houston To Head Tax Practice

David Houston

Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) has named David Houston to lead its tax practice in its Columbia, Md., office. Houston joined UHY in 2018 as part of the firm’s merger with bgr CPAs.

“We are thrilled to have Dave lead our tax practice,” says Harold Mohn Jr., UHY Advisors Mid-Atlantic CEO. “Under Dave’s leadership, we will be able to serve our clients with even greater skill and effectiveness.”

Houston serves a broad base of clients across most industry lines. He specializes in succession planning, income tax, and estate tax planning, particularly for closely-held business owners. In addition, he is highly knowledgeable and proactive in providing tax services to high-net-worth individuals and real estate professionals. He has successfully represented clients in front of the IRS and state and local government agencies.

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Kane Polakoff Joins UHY Advisors to Launch Client Accounting Advisory Services

Kane Polakoff

Kane Polakoff has joined Chicago-based UHY Advisors (FY17 net revenue of $140.8 million) as practice leader of the client accounting advisory services (CAAS) practice.

The CAAS mission is to allow client management additional time to run their enterprise. Within his role, Polakoff will work with existing and new clients to offer customized services.

Over 22 years, Polakoff has had national and international executive roles in management consulting, business process outsourcing and business transformation. He has been responsible for successfully delivering end-to-end solutions to small, midsize and Fortune 100 companies within different business sectors such as health care, retail, not-for-profit and manufacturing.

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BKD Announces New National Leader for PSAS

Shauna Woody-Coussens

Springfield, Mo.-based BKD (FY19 net revenue of $662.9 million) announces that Shauna Woody-Coussens as the national leader for BKD’s public sector advisory services (PSAS) division.

With more than 30 years of experience, Woody-Coussens focuses on providing a variety of management consulting services across numerous sectors. Her diverse expertise will help her lead the firm in expanding advisory services to current clients, as well as increasing awareness of BKD in the federal marketplace.

“Shauna has proven time and time again that she can successfully lead crucial projects,” Angela Morelock, MP of the practice, says. “Her experience in governmental and public sector consulting is impressive and positions us well to provide insightful and value-driven advisory services to our clients.”

As a managing director in BKD’s forensics and valuation services division, Woody-Coussens provided proactive fraud risk assessments, internal control evaluations and forensic accounting consulting to public sector clients, as well as reactive fraud investigations. She also has extensive experience with the Foreign Corrupt Practices Act (FCPA) and anti-bribery and corruption investigations. Representative engagements also included testifying before the SEC and the U.S. Department of Justice.

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Thompson Greenspon Admits Two Principals

Gray Coyner

Thompson Greenspon of Fairfax, Va. (FY18 net revenue of $9.7 million), announces that Gray Coyner and Timothy Wilson have been admitted as principals of the firm.

Managing Principal Chip Helme says, “We feel they will both contribute to the future growth of the firm with their proven history of leadership and commitment to staff and clients alike. They have both shown the impact that dedication can have on a team, and we are excited to have them join the leadership.”

Timothy Wilson

Since joining the firm as an intern in 2007, Coyner has had a significant impact on client service, team leadership and overall growth of the firm, particularly the construction sector. Gray’s expertise includes providing accounting, auditing and tax services to clients in various industries such as construction, nonprofit, closely held businesses and employee benefit plans.

“Thompson Greenspon has always sought to recognize the dedication of its team members and promote from within,” the firm says.

Wilson has been with Thompson Greenspon since 2011 and has a track record of leadership and dedicated client service. He joined the firm as a senior accountant and  worked his way up the ranks quickly with his expertise in the government contracting sector and involvement with the firm’s growth in that area. He provides tax compliance and planning services to partnerships, C and S Corporations, and sole proprietors.

Mazars USA Names New OMP, Practice Leaders

New York-based Mazars USA (FY18 net revenue of $205 million) announced that partner Paula Ferreira will succeed Michael Coletti as the New Jersey OMP and Coletti will succeed Kathryn Byrne as the manufacturing and distribution practice leader. Both changes are effective Sept. 1.

Ferreira’s more than 20 years of experience encompass tax planning and business consulting services, augmented by her solid background in individual, corporate, partnership and LLC tax issues. In addition to her new role as the New Jersey office leader, she will continue to serve as the New Jersey entrepreneurial business services leader.

Coletti has approximately 20 years of experience providing advisory, audit, accounting and tax services, and specializes in delivering such services to domestic and international companies in industrials, food and beverage, and consumer products. He has extensive experience in advising clients on exit strategies, succession planning and restructuring. He is also experienced in relating to contractual arrangements, gross profit improvement analysis, costing and valuation of inventory, as well as debt and equity transactions.

Mazars USA also announced that partner Robert Kastenschmidt was named Mazars global consulting leader. He served previously as national consulting and advisory practice. He also serves as a member of both the global sectors and services team, as well as the global leadership team.

Kastenschmidt has over 20 years of experience providing accounting and management consulting services to clients in a range of industries, both in the U.S. and internationally. He has devised and implemented transformational business strategies while minimizing operational expenses, improving enterprise processes, and building talented teams across a variety of professional disciplines.

“As a firm, we consider consulting a critical growth area,” Kastenschmidt says. “Leading the expansion of this practice and being able to contribute to the success of both Mazars USA and Mazars Group is a real honor. Client complexity, needs and engagement size continue to increase, creating tremendous synergies between these two leadership roles.”

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