Grassi Admits Rozleen Giwani as Partner

Rozleen Giwani

New York-based Grassi & Co. (FY18 net revenue of $63.6 million) announces that Rozleen Giwani has been admitted as a partner in its tax practice.

Drawing on her knowledge of grantor-retained annuity trusts, complex and simple trusts, gift tax compliance and estate tax law, Giwani will advise high-net-worth clients on tax savings vehicles, wealth preservation strategies, gifting and trusts.

Prior to joining Grassi, Giwani was a tax partner at a New York-based regional public accounting firm working largely in the financial services sector.

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HORNE Admits Two to Partnership

Ridgeland, Miss.-based HORNE (FY18 net revenue of $91.3 million) has admitted Alethia Thomas and Lee Klein III into the firm’s partnership.

Thomas is a partner in government services. She is responsible for assisting government agencies with planning, managing and implementing programs funded by the U.S. Department of Housing and Urban Development’s Community Development Block Grants for disaster recovery. She has experience in project oversight, policy and procedure development, and compliance.

Klein specializes in the construction industry, providing assurance services, tax strategy and consulting services, and management advisory services related to bonding and job costing.

PBMares Admits Two Partners to Lead Retirement Plan Services Team

Gary Kitts

Gary Kitts

Newport News, Va.-based PBMares (FY18 net revenue of $41.4 million) has admitted two partners to lead the retirement plan services team – Gary Kitts and Cindy Kochersperger, based in Norfolk, Va.

CEO Alan Witt says, “Their years of experience combined with their technical and industry knowledge will undoubtedly aid our growth. They are problem-solvers and solution-providers and are valued resources for PBMares’ clients seeking retirement plan design, administration and audit services.”

Kitts has more than 25 years of experience, including leadership of a retirement plan third-party administration practice serving more than 1,200 plans. Areas of expertise include compliance services and employee benefit plan audits under the laws and regulations of the Employee Retirement Security Act of 1974, or ERISA, the IRS and the Department of Labor.

Kochersperger has more than 20 years of public accounting experience including service as a partner in retirement plan administration. Focusing on 401(k) and profit-sharing plans for businesses of all sizes, she consults with clients on plan design and provides ongoing assistance with plan administration and compliance. Areas of expertise include daily valuation products, investment platforms and traditional balance forward plans.

The expanded PBMares practice includes administration services, benefit plan-related tax compliance services and a portion of its employee benefit plan audit services.

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Herbein + Company Admits Jeff Johns Jr. as Partner

Jeff Johns

Reading, Pa.-based Herbein + Company announces that Jeff Johns Jr. has been admitted as a partner in its financial outsourcing solutions division.

The division provides risk management services to financial institutions. He will oversee IT risk management services and provide expertise in data mining for audit teams and clients.

Previously, he was employed at a public accounting firm performing year-end audits, Sarbanes-Oxley compliance and information technology control assessments.

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CohnReznick Admits Michael Staub as Partner in Renewable Energy Practice

Michael Staub

New York-based CohnReznick (FY19 net revenue of $653 million) has announced that Michael Staub has joined the firm and been admitted as an assurance partner in the renewable energy practice.

Staub will focus on strategies supporting utilities and large strategic investors, both of which have become increasingly active in renewable energy.

Before joining CohnReznick, Staub was an assurance director in the power and utility practice of a Big 4 firm. In this role, he advised audit and non-audit clients on complex accounting issues including wholesale electric generation operations, business combinations and adoption of new accounting standards. He assisted clients in the application of regulatory accounting for various state and federal rate orders.

During a two-year tour in Paris, Staub evaluated Sarbanes-Oxley compliance in adoption and post-merger environments.

“Mike has a unique understanding of the power industry and we are confident that he will play an integral part in our future growth initiatives and success for many years,” says Anton Cohen, CohnReznick’s renewable energy industry practice leader. “With the pace of M&A activity picking up in the renewables sector, Mike’s expertise in this area, which includes supporting over $1.8 billion of power generation acquisitions, will be a major asset to our clients and to our firm.”

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Cathy Reid Admitted as HoganTaylor Partner

Cathy Reid

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has admitted Cathy Reid as its newest partner, bringing the total number of partners to 18 in the Tulsa office and 44 firmwide.

Reid has a broad tax background including compliance, planning and consulting (both domestic and international) and has extensive experience with accounting for income taxes. In addition, she has decades of experience providing taxation services to privately held businesses, multinational companies as well individuals and trusts for a wide range of specialized industries including manufacturing, retail, distribution, health care and agriculture.

Prior to joining HoganTaylor, Reid was the managing director of tax at KPMG in Memphis, Tenn.

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Miller Kaplan Admits Four Partners

North Hollywood, Calif.-based Miller Kaplan has announced the admission of four professionals to its partner group – Daniel Imm, David Lam, Macgregor Waite and Jesse Ward.

All have risen through the ranks of Miller Kaplan except Lam, the former vice president of Citadel Information Group, which Miller Kaplan acquired earlier this year. Lam is launching a new information security management service line.

“Each of these new partners will be a valuable asset to our clients and staff,” says MP Doug Waite. “They each bring proven expertise in their respective fields and a fresh perspective to the partnership and clients.”

Imm, located in Los Angeles, provides financial statement audits to employee benefit plans, nonprofits and private enterprise clients.

Lam, based in Los Angeles, has been managing information for small and medium businesses including custom software development, systems management and information security. He is a former chief information officer and chief information security officer.

Waite, son of Doug Waite, began his career with Miller Kaplan in Los Angeles and is now a leader in the firm’s San Francisco office. He serves the employee benefit plan and labor organization industries.

Ward, located in San Francisco, first joined the firm in 2010 and is an expert in the firm’s audit services, primarily working with labor organizations, employee benefit plans and apprenticeship programs.

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Abeles and Hoffman Names New Partners

Abeles and Hoffman of St. Louis has announced the admission of four professionals to the partner group: Kelley Wingbermuehle, James Rose, Justin Reppy and Keith Rauch.

“These four professionals are incredibly talented and dedicated,” says firm president Ron Abeles. “This is a first step in our firm’s transition while maintaining the involvement of myself and Stu Hoffman, the firm’s founders. With our management team in place, our firm is strategically positioned for continued growth and opportunity in the marketplace.”

Wingbermuehle joined Abeles and Hoffman in 2009. In addition to her overall tax consulting and compliance responsibilities, she is the firm’s subject matter expert in international tax.

Rose leads the firm’s audit and accounting practice. He is an expert on financial accounting standards and consults regularly on accounting, internal controls and operational matters. He joined Abeles and Hoffman in 2016.

Reppy joined the firm in 2012. His primary responsibilities revolve around tax consulting and compliance. He also advises clients regularly on internal accounting and operational issues as well as consulting on business sales and acquisitions.

Rauch, who joined the firm in 2014, is the firm’s expert on a wide array of tax matters, including partnership tax issues and depreciation and repair regulations. He frequently consults with clients on mergers and acquisitions, organizational structure and major transactions.

Kyle Kass Admitted to Honkamp Krueger Partner Group

Dubuque, Iowa-based Honkamp Krueger & Co. (FY18 net revenue of $80.2 million) has announced that Kyle Kass has joined the firm’s audit department and been admitted as a partner.

Kass has more than 10 years of experience at a Big 4 firm in accounting and assurance. His experience includes serving clients in the industrial products, commercial services and supplies, and business services industries, with a focus in the areas of assurance, internal controls and SEC filings. He specializes in the adoption of new accounting standards and assisting clients with U.S. Generally Accepted Accounting Principles (GAAP) compliance.

“I am looking forward to getting to know the clients of HK and developing solutions to their most complex issues,” Kass says.

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New Partner Joins Tech Industry Practice of Armanino

San Ramon, Calif.-based Armanino LLP (FY18 net revenue of $267.2 million) has announced that tax expert Matt Fricke has joined the firm as a partner.

Fricke joins the firm’s corporate tax practice with more than two decades of experience navigating the complex tax issues affecting technology companies, from intellectual property and offshore planning structures to domestic credits and incentives.

“Matt’s understanding of the unique challenges and opportunities faced by clients in the technology industry allows him to make an immediate impact at Armanino,” says Matt Armanino, CEO of Armanino LLP. “We are always focused on working with clients to look beyond an immediate engagement and having experts like Matt means we can provide clients with the insights needed to prepare for a constantly shifting market landscape.”

Armanino’s technology accounting and consulting practice provides guidance in strategic tax planning, equity, intellectual property, R&D tax credits, valuation, SOC and SOX compliance, and many other issues. As the firm’s largest industry group, the technology team works with companies at every stage of development.

“With technology companies facing new challenges, from subscription-based accounting issues in the software sector to supply chain disruptions, it is critical to have a partner versed in providing the best solutions for each unique engagement,” the firm says.

Fricke specializes in tax accounting of public companies, venture-funded corporations and startup entities. He is versed in corporate deferred tax accounting and tax reserve analyses, mergers and acquisition accounting, tax attribute analyses, tax internal controls and domestic compliance.

He joins Armanino from Alvarez & Marsal, where he was a managing director. Prior to that, he was the co-lead partner at Clifton Douglas and he held roles at PwC and Deloitte.

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