Rea & Associates Admits Six Principals

New Philadelphia, Ohio-based Rea & Associates (FY18 net revenue of $50.4 million) announced that the firm has admitted Ben Antonelli, Paul Gregory, Scott Moyer and Dustin Raber to equity principals. They will join 27 other shareholders.

Antonelli is a principal in Rea’s Dublin, Ohio, office. In this role he is responsible for managing and providing guidance to the firm’s assurance engagement teams and regularly consults with clients on financial reporting, internal controls and other operational issues.

Moyer, a principal in Rea’s Zanesville, Ohio, office, oversees the firm’s oil and gas segment, which serves landowners who might be struggling with the management of their assets as a result of ongoing development in shale regions of Ohio, Pennsylvania and West Virginia.

Raber is a principal in Rea’s Wooster, Ohio office, where he serves as director of manufacturing and distribution services. In this role, he is responsible for conducting audits, reviews and compilations for businesses and not-for-profit organizations. He also spends a lot of time consulting on financial reporting, accounting methods, internal controls, industry analysis and audit efficiencies.

Gregory, a principal in Rea’s Amherst, Ohio office, with more than 20 years of professional experience, is responsible for assisting with management of the office and generating new revenue through client service – particularly in the areas of bookkeeping, taxation and reviews and compilations.

Additionally, Ben Froese, based in the New Philadelphia office, and Julie Jordan, working from the Lima and Dublin, Ohio, offices, were admitted as income principals.

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North Carolina Firm Adds Partners to Tax Practice

Drew Haddock

Greensboro, N.C.-based DMJ & Co. (FY18 net revenue of $13.4 million) announces that Drew Haddock and Keith Jarmusch have been admitted as partners.

Keith Jarmusch

Haddock, based in the Sanford, N.C., office, handles tax planning and compliance for corporations, partnerships and individuals, especially closely held businesses within the dealership, manufacturing, distribution and real estate industries.

Jarmusch, based in Greensboro, has been with the firm since 2007 and has over 30 years of experience in both industry and public accounting. He works directly with both corporate and individual clients on their tax consulting, compliance and preparation needs as well as small business consulting and QuickBooks assistance.

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Aprio LLP Admits Partner in Information Assurance Services

Brett Williams

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has hired Brett Williams and admitted him as a partner in the information assurance services group.

He will focus on serving the information risk and compliance needs of small to mid-market companies that are experiencing an increasing escalation of security compliance requests by providing attestation and certification reporting.

Dan Schroeder, PIC of the practice, says, “We can now leverage Brett’s expertise to grow our practice nationally and provide mid-market companies and their trading partners with the highest level of confidence that the appropriate measures are in place to protect their businesses.”

Williams joins Aprio from Grant Thornton where he served as the Southeast special attestation reporting practice leader. Williams has over 20 years of experience focused on business process and information technology controls, and he has served clients in a variety of industries.

“As businesses of all sizes continue to see an increased threat from cybersecurity-related activities, the work we are doing to protect these businesses is more important than ever,” he says.

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Former PCAOB Executive Joins Weaver

Patrick Brown

Patrick Brown

Houston-based Weaver (FY19 net revenue of $141.1 million) announces that former PCAOB executive Patrick Brown has joined the firm and been admitted as a partner in the quality and risk management team.

Brown will be based in the firm’s Dallas office and will focus on assurance and advisory services. Brown was previously an executive leader and associate director for inspections at the PCAOB, where he spent close to a decade performing regulatory oversight of public company audits.

At Weaver, he will work with firm leaders to refine quality assurance processes and help ensure that audit services meet established standards.

“As Weaver continues to grow nationwide and expand our public company audit practice, Patrick will help us maintain the quality our clients, markets and regulators expect,” says CEO and MP John Mackel. “His experience at the PCAOB and as a Big 4 audit leader will add depth to our QRM processes.”

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Brent Lipschultz Rejoins EisnerAmper as Partner

Brent Lipschultz

Brent Lipschultz

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Brent Lipschultz has re-joined the firm and been admitted as a partner in its personal wealth advisors group.

He has more than 25 years of experience serving high-net-worth executives, family offices, board members of Fortune 100 companies, global investors, privately held business owners, celebrities and professional athletes.

He specializes in domestic and international income tax planning, executive compensation, estate and gift tax planning, charitable planning and wealth preservation strategies. He advises companies with expatriate tax and payroll matters, as well as represents clients before the IRS (including offshore voluntary compliance cases) and state taxing authorities on complex tax matters.

“We’re excited to have Brent back in the fold at EisnerAmper,” says Timothy Speiss, co-leader of the firm’s personal wealth advisors group. “He’s an intuitive leader with expertise across a broad spectrum of personal wealth clients, and he’s extremely engaged in the wealth advisory ecosystem. He’s (once again) a great addition to the firm.”

He will be based at EisnerAmper’s New York office. He has provided wealth advisory thought leadership to a variety of national media such as Forbes, The Wall Street Journal, Bloomberg, CNBC, Reuters, MSNBC and others.

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EFPR Group Continues to Expand in Buffalo, N.Y.

Rochester, N.Y.-based EFPR Group (FY17 net revenue of $25.4 million) is merging in the accounting practice of Nowicki & Company of West Seneca, N.Y., into its Williamsville, N.Y., office.

The merger, effective Nov. 1, is expected to bring benefits to the clients and employees of both organizations and strengthen the business services EFPR Group now provides to its client base of more than 10,000.

“Our decision to unite with the West Seneca practice was based on the outstanding quality and service Ray Nowicki has provided to clients for over 30 years,” says James I. Marasco, EFPR Group MP. “The Nowicki & Company reputation for providing extraordinary tax planning, preparation and consulting is consistent with our mission to help clients make intelligent and informed financial decisions.”

He adds that the firm is considering additional mergers and acquisitions in upstate New York.

Raymond Nowicki, Laura Geiger and Paul Kiel will join EFPR Group as partners and will be responsible for client relations, new business development and growing the commercial services practice. Additional staff members will also join as part of this transition.

EFPR Group has been serving clients across the United States and abroad for 60 years with a comprehensive array of tax consulting and planning services in addition to auditing, forensic accounting, business valuation, accounting, outsourcing automation services and other business management services.

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Klein Hall Joins Wipfli

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) has announced that the partners and associates of Klein Hall of Aurora, Ill., joined the firm Nov. 1.

This transaction marks the firm’s seventh in the Chicago area in five years and will add 25 Klein Hall employees, including five partners, to Wipfli’s presence there.

“This will add an office to our footprint in the western suburbs of Chicago, enhancing our physical presence in the market and helping Wipfli to become an even stronger leader in providing audit, tax and consulting services to Chicagoland’s organizations and businesses,” says Kurt Gresens, Wipfli’s MP.

Klein Hall focuses primarily on business advisory services and consulting, serving as controllers and CFOs for mid-size companies. The firm has a strong practice serving businesses in the construction industry, as well as professional services, manufacturing and distribution businesses and conducting audits of local governments.

Klein Hall MP Christina Klein Trapp says, “We are proud of Klein Hall’s success over the years and our strong reputation for delivering quality solutions to our clients while also providing exceptional service. Joining forces with Wipfli provides us with national resources and more extensive capabilities to continue to serve our clients’ evolving needs while also providing career and development opportunities to our employees, which will help us continue to retain and attract the best and brightest professionals in the industry.”

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction, says, “Wipfli continues with their strategic journey throughout Chicago by finding another very dynamic and entrepreneurial firm in Klein Hall. Wipfli’s rapid expansion and growth in the Chicago market has received national attention due to its successful integration and excellent results. Klein Hall has also been recognized nationally as one of the fastest-growing private companies in the United States and has received many national workplace awards. This is a great step for both firms.”

The firm now has more than 2,400 associates and 50 offices.

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Great Northern Advisory Team Joins Armanino

Caroline Stovall

San Ramon, Calif.-based Armanino (FY18 net revenue of $267.2 million) has announced that Great Northern Advisory, a financial consulting firm in Dallas, has joined the firm.

Founder Caroline Stovall has been admitted as a partner to lead the firm’s CFO advisory practice, effective Nov. 1. The Great Northern Advisory team is made up of 15 consultants with decades of experience in a variety of Big 4, consulting and operational roles, including as CFOs and controllers.

CEO Matt Armanino says the firm is committed to expanding the practice. “The Great Northern Advisory team brings deep expertise in health care, accounting process transformation, system implementations, acquisition integrations, interim financial management, accounting support, private equity and transaction advisory services that perfectly complement our CFO advisory practice.”

The Great Northern Advisory team will be based in Armanino’s Dallas office.

“Armanino is a great fit for our team, because the firm recognizes the importance of a strategic CFO organization – something that is at the core of our practice,” Stovall says.

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Langwasser & Company CPAs Names Two New Partners

Shawn Hull

Langwasser & Company CPAs of Upland, Calif., has named two new partners.

Shawn Hull and Rosa Huerta have joined founding and lead partner Karin Langwasser and MP Cindy Agostini in leading firm.

In addition, earlier this year, Langwasser & Company appointed two other team members to management positions. Sarah Scully was promoted to tax and accounting supervisor and Brandie Lubelski rejoined the company as controller.

“From the time they joined us, both Shawn and Rosie have been key members of the Langwasser & Company family,” Langwasser says. “Both have been groomed and trained for leadership positions, progressively advancing within the company while continually taking on additional responsibilities and developing expertise in a wide range of specialty areas.”

Rosa Huerta

The move expands the partnership team’s expertise over a variety of financial and tax-related areas. Hull and Huerta are both CPAs who joined Langwasser & Company in 2012 and were later promoted to tax and accounting managers.

Hull specializes in tax strategy and planning, with a primary focus on “flow-through entity” structures and corporations. She represents a variety of closely held businesses and high net-worth individuals, with strong concentration in the areas of construction, insurance, media and entertainment, logistics, medical services, manufacturing and distributions, real estate, service-based businesses, technology and startups.

Huerta has extensive experience in tax planning, accounting and audit and advisory services, working with high net-worth individuals and their families, closely held businesses, trusts and exempt organizations. She also provides tax services for estates and trusts as well as private businesses.

Sikich to Acquire Scanlon & Leo

Naperville, Ill.-based Sikich (FY18 net revenue of $168.7 million) plans to acquire Scanlan & Leo of Oak Brook, Ill., on Nov. 1. John Scanlan and Joseph Leo will be admitted as partners.

“The addition of Scanlan & Leo will strengthen our accounting, tax and audit services,” says Tom Krehbiel, PIC of CPA services. Scanlan & Leo offers accounting, audit, tax compliance and planning, and advisory services to companies across industries.

“We were drawn to Sikich because of the firm’s impressive talent and commitment to technology-driven innovation,” says Scanlan, co-owner. He adds that clients will have access to a wider range of services while employees will enjoy new resources and opportunities for professional growth.

The Scanlan & Leo team will join Sikich’s Naperville office.

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