RSM Names Nedder National Tax Leader

E.J. Nedder

E.J. Nedder

Chicago-based RSM US LLP (FY18 net revenue of $2.1 billion) has announced that E.J. Nedder has been named national tax leader and a member of RSM’s leadership team, effective Sept. 1.

Nedder succeeds Jeff Johannesen who recently accepted a position as RSM’s chief strategy & innovation officer. As national tax leader, Nedder will be responsible for setting and implementing RSM’s tax strategy. He will also serve as a member of RSM’s leadership team, reporting directly to MP and CEO Joe Adams.

During his 15 years as a partner at RSM, Nedder has held various tax leadership roles at the local, regional and national levels. He most recently served as RSM’s national tax consulting leader. Nedder is also the current chairman of the RSM US LLP Board of Directors. He has served two separate terms, and his current term will conclude this fall.

Skoda Minotti Admits Shoop as Partner

Jonathan Shoop

Jonathan Shoop

Cleveland-based Skoda Minotti (FY17 net revenue of $53.7 million) has admitted Jonathan Shoop as partner.

Shoop leads the firm’s manufacturing and distribution group. His experience includes more than 15 years in public accounting serving clients, and working at a multinational manufacturer. He joined Skoda Minotti in 2012.

Shoop’s areas of expertise include business advisory services, performing internal and external audit and attest services for publicly traded companies as well as large, middle market and smaller enterprises; buy/sell due diligence and technical accounting consultations; and performing cost studies/margin analyses on client and product profitability.

Prior to joining the firm, Shoop worked as a manager of external financial reporting for a Cleveland-based manufacturing company. He began his career at an international accounting firm as a manager in its audit practice. He was a lead manager of fieldwork teams on both PCAOB audits and private company audits, specializing in clients in manufacturing and distribution industries.

“Jon is a proven and respected leader, and a valued asset to our clients, our firm and our community,” says Gregory Skoda, chairman. “Clients rely on his intellect, his dedication to serving their businesses and his formidable professional skills to keep them ahead of the curve and profitable in the ever-changing manufacturing landscape. As a result, our manufacturing and distribution group has grown significantly with his leadership.”

Weaver Announces Industry Group Leadership Changes

Houston-based Weaver (FY18 net revenue of $127.1 million) has reorganized its financial and commercial industry groupings. The leadership changes enable specific teams to better focus on the firm’s primary industry areas: financial services, commercial services, public sector and private client services.

Effective June 1, Brian Reed, PIC of transaction advisory services and private equity services works with both Kevin Sanford, leader of the national financial services industry group and Melvin “Trey” Hunt III, PIC and leader of the commercial services industry group. The following industry leaders work primarily with Sanford in the national financial services industry group: Matt Anderson, PIC, alternative investments; and James Mihills, PIC, financial institutions services.

Working with Hunt, the following leaders will focus on specific industries: Rob Myatt, who now leads energy services; Brad Jay, who has led manufacturing and distribution services, is now also responsible for technology services; Mark Lund, continues to lead construction services; and Colby Horn, promoted to director of real estate and hospitality services.

Public sector services continue under the leadership of PIC Sara Dempsey. Private client services is co-led by Justin Reeves, PIC, North Texas, and Elizabeth Bunk, PIC, South Texas.

“As a significant part of Weaver’s strategy, our industry groups drive the organization because our clients care that we understand their business,” says Sanford. “They count on us to understand the industry regulations they face, the market and labor trends they feel, and the opportunities and threats that exist and drive their strategic decisions.”

Andersen Tax Welcomes Managing Director Rangel to the Houston Office

Abdon Rangel

Abdon Rangel

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes Abdon Rangel as a managing director in the Houston office, who will join the firm’s commercial practice. Rangel has more than 20 years of experience in all aspects of the oil and gas industry, and specializes in global tax consulting, federal tax planning, and mergers and acquisitions.

Jason Graham, office managing director of the Houston office, says, “Abdon is an important hire as he transitions into our well-established oil and gas practice, given his deep experience working with oil and gas companies. It was crucial to find someone qualified to take the lead over the energy practice that we have successfully built over the years.”

Before joining Andersen Tax, Rangel was the VP of tax and risk management at Linn Energy, previously one of the largest E&P MLP and institutional investment companies. He also has previous experience at KPMG and PwC, where he was a partner.

Andersen Tax CEO and global chairman, Mark Vorsatz, says, “Abdon brings to the firm expertise and leadership as well as experience in tax planning, tax return compliance and working on upstream, midstream and downstream publicly traded companies. He demonstrates our core values of stewardship and providing best-in-class service and I look forward to his future contributions.”

Grant Thornton Names Platt as Northeast Regional Managing Partner

David Platt

David Platt

Chicago-based Grant Thornton LLP (FY17 net revenue of $1.8 billion) has named David Platt as regional MP of the firm’s Northeast region, effective Aug. 1.

“David is a proven leader who has substantially grown our New England practice,” says Jim Brady, Grant Thornton’s COO. “His business acumen, passion for the firm’s clients and leadership skills will spur continued growth across our eight Northeastern offices, including our important New York City office.”

Platt has served in various leadership roles at Grant Thornton, including his recent position as New England MP. As an audit partner, he has served clients in several industries, including consumer and industrial products and not-for-profit organizations. With more than 29 years of public accounting experience, his specialties include strategic planning, corporate board governance, corporate profitability enhancements, and mergers and acquisition services.

Grant Thornton Names Wagner as Chief People and Culture Officer

Brenda Wagner

Brenda Wagner

Chicago-based Grant Thornton LLP (FY17 net revenue of $1.8 billion) has named Brenda Wagner its new chief people and culture officer (CPCO).

“At Grant Thornton, our people-first culture is integral to our unique ‘Status Go’ brand,” says Mike McGuire, Grant Thornton’s CEO. “Brenda’s passion for driving high performance, coupled with her enthusiasm about our culture, makes her an ideal addition to our team. And her commitment to challenging convention and thinking in new ways is perfect for Grant Thornton.”

As the firm’s CPCO, Wagner will report to McGuire and be responsible for all aspects of Grant Thornton’s people and culture organization. This includes talent recruiting and retention strategy, capacity and resource management, people operations and analytics, learning and organizational effectiveness, people experience, and people and culture transformation efforts.

Wagner joins Grant Thornton after nearly four and a half years at IQVIA (formerly QuintilesIMS), where she led compensation and benefits, global talent and global talent acquisition. In her most recent role there, she served as the human resources senior vice president of R&D Solutions, IQVIA’s largest business unit. Prior to IQVIA, Wagner had a 20-year tenure at IBM, where she held strategic roles across various business units and centers of excellence, culminating in her appointment as human resources vice president for global technology services North America in 2010.

Schmidt Westergard Admits White as Partner

Kelly White

Kelly White

Schmidt Westergard of Mesa, Ariz., announced that Kelly White has been admitted as partner.

White joined Schmidt Westergard in 2007. Throughout her career at the firm, she has lent her tax knowledge and experience to countless clients, solving complex estate and fiduciary issues while serving tax-exempt organizations, individuals and families.

“Kelly’s legal knowledge for tax consulting and compliance has been instrumental for our clients, including public charities and private foundations,” says MP, James Schmidt. “She has distinguished herself as client focused, but also attentive to our firm’s reputation. She is not only an outstanding professional, but an exceptional person. Her promotion from tax director to partner is well deserved and is a testament to her work ethic and passion for what she does.”

As a partner, White will continue to focus on complex tax planning and compliance for individuals, families and their related entities while also supporting practice management and growth at the firm. This year, Schmidt Westergard & Company, celebrates 50 years of serving a variety of clients with interests across Arizona and beyond. Clients include businesses, not-for-profit organizations and individuals with tax services and tax planning needs, audit and assurance, entrepreneurial accounting, strategic advisory services and estate planning.

Perez Joins Sikich’s Indianapolis Office as an Audit Partner

Tina Perez

Tina Perez

Tina Perez has joined Naperville, Ill.-based Sikich (FY17 net revenue of $152.1 million) as an audit partner. Based in the firm’s Indianapolis office, Perez will lead audits for construction and real estate clients.

“Tina has outstanding audit experience in the construction and real estate industries, and we’re excited to add her skills to our growing team in Indianapolis,” says Tom Bayer, PIC of Sikich’s Indianapolis office. “She will play a key role in helping the firm continue to expand in this market.”

Prior to joining Sikich, Perez was an audit and assurance director at Baden Gage & Schroeder. Perez has more than 30 years of experience in the accounting industry. She spent more than 10 years as a private accountant, working as a controller and CFO for companies in the construction, real estate and retail industries.

“As construction companies and real estate developers look to capitalize on the new tax law and ensure continued compliance with important industry regulations, expert accounting guidance is more important than ever,” says Perez.

ORBA Names New Directors

Adam Pechin

Adam Pechin

Ostrow Reisin Berk & Abrams Ltd. (FY17 net revenue of $29.4 million) of Chicago, announced that Adam Pechin and Thomas Vance, have been promoted to directors of the firm, effective July 1.

“We are excited to have Adam and Tom join our growing group of young, dynamic Directors,” says Mark Thomson, managing director of ORBA. “Their expertise and forward-looking focus will help ORBA continue to grow and manage the many industry challenges we face in the future.”

Thomas Vance

Thomas Vance

Pechin has been with ORBA since 2008 and is a member of the firm’s wealth management group. He primarily works with individuals, partnerships and closely-held corporations on tax and compliance and provides services in multiple industries.

Vance has more than 10 years of law expertise and is a member of ORBA’s tax department. He has experience with mergers, acquisitions, spin-offs and recapitalizations for corporations, limited liability companies and other flow-through entities.

New Partners, CIO and Principal Announced at Tidwell Group

Jeremy Densmore

Jeremy Densmore

Birmingham, Ala.-based Tidwell Group (FY17 net revenue of $15.2 million) continues its expansion with the promotion of two new partners and a principal.

Tidwell Group has admitted Jeremy Densmore and Wayne Jordan as partners and Chris Bailey as a principal. Each has established themselves as industry leaders in their respective specialties and will continue their important contributions as the newest members of Tidwell Group’s leadership team.

Densmore is an assurance partner in the Atlanta office. He has extensive experience in Section 42 low income housing tax credit projects, consulting with real estate developers with an emphasis in partnership audits, the tax credit application process and engagements subject to the audit requirements of the U.S. Department of Housing and Urban Development (HUD).

Wayne Jordan

Wayne Jordan

Jordan is a partner and the CIO at Tidwell Group. His responsibilities for the firm include a wide variety of strategic technology initiatives, governance and policy, resource allocation, information technology protocols and the Tidwell Information Technology organization.

Bailey is a principal for the audit team in the Columbus, Ohio office at Tidwell Group. He has more than 15 years of experience in the accounting industry, providing services for both public and privately held companies. He plays an integral role in the audit process for not-for-profit organizations as well as HUD, Rural Development and Section 42 low income housing tax credit projects.

“Each of these individuals has consistently provided experience and leadership for Tidwell Group and its valued clients,” says Barry Tidwell, national MP. “As our senior leadership team continues to expand, we expect that Tidwell Group will continue to provide the exceptional service and expertise our clients deserve within the affordable housing industry.”