Davis & Company CPAs Admits Divis as Partner

Christa Divis

Christa Divis

Davis & Company CPAs of Mount Pleasant, S.C., announces that Christa Divis is joining the practice as a partner.

Divis has extensive financial and accounting background in the area of nonprofits. She has recently served as vice president of finance and CFO for the Coastal Community Foundation of South Carolina and previously as the CFO of Trident United Way in the areas of financial oversight, investment portfolio management and human resources management.

Previously, she was a manager of tax and consulting with CPA firm specializing in non-profit assurance engagements. Her experience included managing audits, reviews, tax and consulting engagements for those non-profit clients.

“Christa has the right mix of skills, talents and knowledge to add and build on the value we bring to our clients and community,” says MP Zoe Davis.

Perelson Weiner Announces New Partner and Managing Director

New York-based Perelson Weiner (FY17 net revenue of $25.3 million) announced that Jay Scheidlinger and Lauren Jones have joined the firm’s trust and estates practice.

“Our work with clients involves a common theme – taking a comprehensive view of personal, business, family and philanthropic values,” says Ronald G. Weiner, chairman of the firm. “With the addition of these highly experienced people, we continue to expand our capacity to deliver our integrated approach involving income tax and estate planning to our clients.”

Scheidlinger, partner, has more than 25 years of tax experience, specializing in tax planning and compliance for high-net-worth individuals, complex estates and trusts, and gifts. He is a prolific author of articles in the New York Law Journal and the Journal of Accountancy. He received a Distinguished Author Award from Trusts & Estates magazine for co-authoring “Coming to America,” which describes legal and financial planning challenges of advising immigrant clients.

Jones, managing director, is a wealth-planning attorney with nearly 10 years of experience in advising high-net-worth clients and family offices. She counsels clients on a variety of domestic and international tax and estate planning.

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Nodoro Admitted as Tax Principal at Untracht

Andrea Nodoro

Andrea Nodoro

Florham Park, N.J.-based Untracht Early (FY17 net revenue of $28.1 million) announced that Andrea Nodoro has been admitted as a principal of the firm.

Nodoro joined the firm in 2013 and is a member of the firm’s individual tax practice. She will continue to provide tax and compliance services to the firm’s individual, trusts, real estate partnership and energy sector clients. She also helps not-for-profit clients with compliance issues and clients with taxation requirements related to gifting. In her new role, she will help shape the strategic vision for future growth at the firm.

Nodoro leads the firm’s 1040 Tax Training Program. She creates the content and teaches it to the firm’s tax professionals.

“Our individual tax clients constitute a substantial portion of the firm’s practice,” said David S. Untracht, senior principal. “By naming Andrea as a principal of the firm, we hope to give her even greater latitude to work responsively with these clients in offering the signature high level, tax-technical guidance for which Untracht Early is known.”

In addition to her firm responsibilities, Nodoro gives back to the community by volunteering for Junior Achievement of New Jersey and serving on the advisory council for Dress for Success Morris County, a not-for-profit organization that promotes the economic independence of disadvantaged women.

Wallace Plese + Dreher Admits New Partner

Christopher T. Coots

Christopher T. Coots

Chandler, Ariz.-based Wallace Plese + Dreher (FY17 net revenue of $8.4 million) announces the admission of Christopher T. Coots to the partnership.

Coots has more than 20 years of professional accounting experience and provides tax planning and consulting services to partnerships, corporations, estates and trusts. Working with privately held businesses and their owners, he develops tax plans maximizing cash flow and minimizing tax liabilities.

Before pursuing his accounting career, he practiced as an estates and trusts attorney serving individuals and families.

Miller Kaplan Admits New Partner

Puzant Kazanjian

Puzant Kazanjian

North Hollywood, Calif.-based Miller Kaplan announces Puzant Kazanjian has been admitted as a partner.

Kazanjian, with 13 years of public accounting experience, specializes in audit and assurance services for employee benefit plans, labor organizations and nonprofit organizations.

“Puzant has been a reliable resource for our clients and the firm,” says MP Doug Waite. “We know he will offer a fresh perspective to the partnership and be a valuable asset to our clients.”

Kazanjian, based in the firm’s Los Angeles office, will be expanding his scope of work to also include employer compliance audits – which is an extension of the work that he has been performing – and will be assisting the firm as it continues to develop and update management systems and technology.

“I look forward to helping the firm further develop its management systems. With so many of our team members working remotely, staying current with evolving technology is essential to effectively managing that team while providing consistent, reliable service for our clients,” says Kazanjian.

Two New Partners Admitted at Kevin P. Martin & Associates

Matthew Mulroney

Matthew Mulroney

Kevin P. Martin & Associates (KPM), which operates four offices in the Boston area, has announced that Matthew Mulroney and Christopher Pulick have been admitted as new partners at the firm.

Mulroney is based in the firm’s Braintree, Mass., office, and Pulick is based in Danvers, Mass.

“The promotion of Matt and Chris reflect the quality, breadth and depth of our diverse practice and our growing client and talent pipelines. I congratulate Matt and Chris for their incredible individual and collective contributions to the firm and wish them every success as they continue their career with us,” says MP Kevin P. Martin Jr.

Christopher Pulick

Christopher Pulick

Mulroney leads KPM’s tax practice and specializes in commercial business enterprises. He has more than 30 years of experience in numerous taxation areas, including C corporations, S corporations, non-profits, benefit plans, partnerships, individuals, trusts, estates, IRS and state dispute resolution, and transaction support.

Pulick has more than 24 years of experience in public accounting. He spends a significant amount of his time in the tax and business aspects of affordable housing finance and development. He is well versed in the technical aspects of low-income housing tax credits, historic and rehabilitation tax credits, and new market tax credits.

Baker Tilly Expands Health Care Practice

Jennifer Schwalm

Jennifer Schwalm

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Jennifer Schwalm has been admitted as a partner in its health care practice.

Schwalm has more than 25 years of experience in health care and senior services. She will serve as Baker Tilly’s senior services sector leader.

“Her vast industry experience will help our clients confront the challenges of today and develop strategies for the future,” says Mark Ross, Baker Tilly’s national health care firm leader.

Schwalm will work with senior services providers to develop and execute strategic plans; facilitate merger, acquisition, partnership, and affiliation discussions and transactions; enhance their market positioning and alignment with health care systems; identify and implement operational changes that accommodate efficiencies, and analyze the financial impacts of expansion, renovation and repositioning projects.

In her previous position as chief mission development officer with Masonic Villages of the Grand Lodge of Pennsylvania (MV of PA) and president of Ashlar Creative Solutions, a subsidiary of MV of PA, Schwalm was responsible for evaluating, developing and implementing strategic initiatives to grow the organizations while supporting their core mission.

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Iverson Admitted as Partner at Rushton

Gail Iverson

Gainesville, Ga.-based Rushton & Company (FY17 net revenue of $4.9 million) has admitted Gail Iverson to the partnership group.

Iverson serves as the firm’s business services manager, working with several hundred small business owners and managers in all financial aspects of their operations.

She manages periodic financial statements for clients, reviews them and assigns staff members to work with new clients to bring solutions for data processing and their payroll services. Iverson also applies her expertise to tax planning and preparation.

Rushton has more than 40 professional staff. In addition to general business operations, Rushton offers financial expertise in a number of specific industry fields such as construction, agribusiness, government, health care, not-for-profit organizations, professional services, manufacturing and distribution.

Bennett Thrasher Admits Six Professionals to the Partnership

Atlanta-based Bennett Thrasher LLP (FY18 net revenue of $55.6 million) announces the election of six firm professionals to its partnership, effective July 1.

The six represent Bennett Thrasher’s largest new partner class and includes individuals from six different practice areas: financial reporting and assurance, international personal financial services, real estate hospitality tax, risk advisory, state and local tax and transaction advisory services. Bennett Thrasher will now have 47 partners.

“We are proud that these outstanding professionals are joining our partnership,” says Jeff Eischeid, MP of Bennett Thrasher. “This milestone is indicative of our significant growth and our firm’s commitment to professional development. Each new partner has proven themselves through their dedication to providing superior client service and through an outstanding display of technical ability, leadership and commitment to the firm’s core values.”

The six professionals being promoted to partner include:

  • Stephen Bradshaw, state and local tax
  • Bridget Dunk, international personal financial services
  • Brian Hamm, financial reporting and assurance
  • Mike Hostinsky, risk advisory services
  • Kelly Smith, real estate hospitality tax
  • Vijay Vaswani, transaction advisory services

Bradshaw advises technology and fast-growth companies on sales and use tax issues, income and franchise tax matters, and state and local tax credits and incentives. Additionally, he provides SALT due diligence service in connection with merger and acquisition transactions. Bradshaw chairs the SALT committee of DFK International, a worldwide association of independent accounting, tax and business advisory firms.

Dunk specializes in income tax, estate tax and wealth planning services to individuals and closely held businesses with cross-border considerations. She has significant experience consulting on global mobility issues and on tax compliance for U.S. and non-U.S. persons and entities. Dunk previously co-founded two non-profits and hosts Life Lessons Over Lunch, a workplace initiative where co-workers gather to watch engaging and uplifting messages.

Hamm has more than 15 years of experience advising clients on due diligence and financial statement audits for clients ranging from start-ups to multinational companies. Hamm serves as co-leader of Bennett Thrasher’s technology industry segment, and his additional industry experience includes hospitality, pharmaceutical, health care and service-oriented companies.

Hostinsky has more than 15 years of experience in risk management and business consulting. Hostinsky evaluates interrelationships between technology, operations and finance, to provide business insights that promote effective internal controls, process efficiencies and operational effectiveness. He has a specialized focus on IT and business risk consulting, internal audit services, and System and Organization Controls (SOC) reporting.

Smith focuses on complex tax consulting and compliance for both domestic and foreign-owned companies within the commercial real estate industry. She has extensive experience advising foreign real estate developers on U.S. investments and transactions. Her additional industry expertise includes restaurant companies. Smith co-leads tax training at Bennett Thrasher.

Vaswani specializes in mergers, acquisitions and divestitures for private equity firms and strategic investors in a range of industries including healthcare and technology. He is well-versed in navigating the complexities at every stage of the deal process. Vaswani is a board member of the BT Foundation, serving on the grants committee and as chair of the communications committee.

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Grant Thornton Appoints Director for Advisory Services

Oliver Dennison

Oliver Dennison

Chicago-based Grant Thornton (FY17 net revenue of $1.75 billion) has announced that Oliver Dennison has joined the firm as a managing director in the financial services advisory practice.

Based in Grant Thornton’s New York office, he will be responsible for global banking clients and driving fintech-enabled business solutions, with a focus on risk and compliance.

Dennison has nearly 20 years of experience as a senior manager and technology consultant, working for financial organizations and multinational corporations in Europe and North America. Most recently, he was a director leading the enterprise risk technology function within Deutsche Bank Americas.

“Having spent his career in financial services, Oliver has witnessed rapid, technology-driven industry change,” says Nigel Smith, national financial services advisory leader. “His experience leading the re-engineering of business processes and catalyzing change through technology is a strong addition to our solutions-focused client approach, especially as fintech continues to transform financial services.”

Before Deutsche Bank, Dennison was director of CFO program services for Credit Suisse and spent nine years at RBS Global Banking & Markets.

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