Citrin Cooperman Appoints New Co-Leader of Franchise Practice

Michael Iannuzzi

Michael Iannuzzi

New York-based Citrin Cooperman (FY15 net revenue of $207 million) announces that Michael Iannuzzi, audit partner, has been appointed co-leader of the franchise practice.

As active members of the International Franchise Association, Citrin Cooperman’s franchise practice works with franchisors, multi-unit franchisees and private equity firms in many key niche areas, including restaurants, QSRs, fitness centers, entertainment services, educational service and junk removal companies.

“I have had the pleasure of working with Michael for over 10 years and he has proven himself as an ambassador and resource to the franchise community – domestically, internationally and operationally,” says Aaron Chaitovsky, the partner who leads the practice.

Iannuzzi has been advising franchisors and multi-unit franchisees for over a decade on various matters, including franchise performance representations, franchisee unit matrix, franchise disclosure document presentations, advertising fund structure, corporate structuring and restructuring, revenue recognition and asset protection. One of Iannuzzi’s primary responsibilities has been managing the domestic audit of one of the largest QSR franchisors in the world.

Iannuzzi says, “I am looking forward to creating new ideas, relationships and strategies to continue growing and enhancing the firm’s franchise practice for the next generation.”

Marks Paneth Admits Misuraca as Partner

Yasmine Misuraca

Yasmine Misuraca

New York-based Marks Paneth (FY15 net revenue of $110.9 million) has announced that Yasmine Misuraca has been admitted as a partner in the firm’s advisory services group.

Misuraca brings more than 20 years of public and private accounting experience, as well as a proven track record providing forensic accounting, consulting and expert witness services, the firm says.

“Yasmine’s expertise in fraud investigations and forensic examinations, paired with her outstanding business acumen, have been tremendous assets to our clients and team,” says Steven Henning, PIC, advisory services.

Misuraca has an in-depth knowledge of both U.S. Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) and has consulted extensively on the application of these standards for business transactions and events as well as securities litigation. She has worked with the SEC on a number of high-profile cases, the firm announces.

Prior to joining Marks Paneth, she held successive roles at a Big 4 firm and with numerous Fortune 500 companies.

Mazars USA Grows Tax Practice with Addition of New Partner

Tifphani White-King

Tifphani White-King

New York-based Mazars USA (FY15 net revenue of $171 million) announced that Tifphani White-King has joined the firm as a partner in the international tax practice.

White-King has nearly 20 years of experience leading teams and providing expert tax and consulting services to international companies in the insurance industry, financial, private equity and investment funds, as well as media and technology. She has provided operational, strategic and marketplace direction for emerging and mid-market companies, including due diligence for mergers and acquisitions, global structuring and transaction planning, and related services.

Lisa Osofsky, private client services practice leader, says, “Her expertise on a variety of tax topics and history of providing high-quality service to top-level clients will expand our existing expertise in this area.” She further notes, “As our clients continue to become more global, we believe that her skills and experience will be of value to them.”

Prior to joining Mazars USA, White-King was a principal at a Big 4 accounting firm, where she oversaw a multi-million dollar portfolio of clients and led teams on a broad range of inbound and outbound tax issues. She also led various recruiting, diversity and professional development initiatives.

“The recent name change, to one global brand of Mazars, signals the firm’s ongoing commitment to an international outlook and I believe my experience in that specialty will add significant value for our clients,” says White-King.

Windes Admits Huey to Partnership

Tom Huey

Tom Huey

Long Beach, Calif.-based Windes (FY15 net revenue of $24.8 million) has announced that Tom Huey has been admitted as an audit and assurance practice partner.

Huey joined Windes in 2007 and has been in public accounting for nearly two decades. He provides auditing, financial reporting and consulting services to a variety of industries including manufacturing, professional services, maritime-related operations, nonprofits, private foundations, museums, member associations and governmental agencies. His governmental experience includes auditing, as well as providing financial reporting under Governmental Accounting Standards Board (GASB) rules and performing Single Audits.

“This is a well-deserved promotion for Tom,” says MP John DiCarlo. “Tom was the recipient of our firm’s 2015 Excellence Awards for Client Service, which recognized his commitment, professionalism, dedication to the firm and his willingness to consistently provide exceptional service to our clients. He has also taken the lead in conducting our in-house audit training.”

“I am very honored and enthusiastic about my new role as partner,” says Huey, who is based in the Long Beach office. “I look forward to continuing to add value for our clients, as well as to the firm, with my dedication and passion for our industry.”

Shurek Admitted as Partner at Gettry Marcus

Gabe Shurek

Gabe Shurek

Woodbury, N.Y.-based Gettry Marcus (FY15 net revenue of $17.9 million) is pleased to announce that Gabe Shurek has been admitted into the partnership.

MP Steven L. Marcus made the announcement during the firm’s after tax season party on April 18.

Shurek is the newest partner in the business valuation and litigation services group. He started as a junior accountant at Gettry Marcus in 2001, and rose through the ranks to director before his latest promotion. With more than 17 years’ experience in forensic accounting, fraud detection and business valuation, he has been retained by attorneys and others to perform services in complex litigation settings.

He has managed engagements in various types of federal and state matters, including ownership and contract disputes, intellectual property disputes, accountants’ liability and marital dissolutions. In addition, he has applied forensic accounting techniques in bankruptcy matters, where he has represented bankruptcy trustees, creditors’ committees and debtors in assignments such as solvency and preference analysis, and investigations for fraudulent transfers.

“Gabe’s talent, exceptional capabilities and professional acumen will continue to benefit our clients and serve as a role model for the Gettry Marcus family,” Marcus says. “I have no doubt that Gabe will contribute to the growth and strength of our practice, now and in the future.”

Little Joins Partnership at Marks Paneth

New York-based Marks Paneth (FY15 net revenue of $111 million) has announced that Donald Little has been admitted to the partnership in the firm’s advisory services group.

“Donald’s expertise in the areas of international trade disputes and remediation, including anti-dumping and subsidy proceedings, brings significant value to our clients in Washington, D.C., and across the region,” says PIC Steven Henning.

With more than 20 years of experience in international trade, Little has participated extensively in antidumping and countervailing duty cases before the U.S. Department of Commerce, The Ministry of Commerce in the People’s Republic of China, the Mexican Secretaria de Economia, the Canadian Border Services Agency, the International Trade Administration Commission of Southern African Customs Union, and the Directorate General of Anti-Dumping & Allied Duties of India.

Prior to joining Marks Paneth, Little served as a senior manager with ITR, a Washington, D.C.-based consulting firm that combined with Marks Paneth in October 2014. In addition, he previously served the U.S. Department of Commerce’s International Trade Administration as a senior accountant.

REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

Blue & Co. Welcomes DiFrancesco to the Firm

Julie DiFrancesco

Julie DiFrancesco

Carmel, Ind.-based Blue & Co. (FY15 net revenue of $70.7 million) announces that Julie DiFrancesco joined the firm as a principal on the reimbursement team in the Columbus, Ohio, office April 3.

With more than 26 years of experience in the health care industry, and more than 20 years working specifically in reimbursement, she brings a wealth of knowledge and expertise to the table, the firm says.

Before joining Blue & Co., DiFrancesco served in multiple leadership positions within very large firms. As a principal at Ernst & Young, she led the national wage index team. She has been a national speaker on wage index and taught a Medicare cost report class nationally for the Healthcare Financial Management Association for nine years.

K·Coe Isom Admits Three to Partnership in the Firm

Shellee Callahan

Shellee Callahan

Shellee Callahan, Peter Martin and Shasta Weatherman have been admitted to the partnership at Salina, Kan.-based K·Coe Isom (FY16 net revenue of $61 million).

Callahan serves the firm as its tax functional champion, orchestrating the firm’s tax practice across all 19 K·Coe Isom offices. She also works closely with manufacturers to offer business management and tax strategies, and she oversees clients’ business financial statements and audit services. She is based in Salina, Kan.

“Shellee is a keystone in the success of our firm’s tax practice,” says K·Coe Isom CEO Jeff Wald. “In the time she’s led our firm’s complex and specialized tax function, she’s dramatically increased the sophistication of our processes and provided excellent leadership. In addition, many customers rely heavily on Shellee’s specific technical knowledge to make decisions that allow them to be more profitable, productive and successful.”

Peter Martin

Peter Martin

Martin acts as a strategic finance and growth consultant, leading the K·Coe Isom team and customers of the firm to their next stage of development, specializing in assessing financial health and developing strategic plans for business leaders across the country. He splits his time between Colorado and California.

“Peter is both a visionary and an encourager,” says Wald. “Whether working with principals and team members, or thoughtfully advising outside businesses, Peter has the unique ability to see future potential and chart the path to capitalize on it. In addition to his strong technical expertise, we rely on him as a leader and a skills builder, helping others inside and outside the firm pursue and achieve their goals.”

 

Shasta Weatherman

Shasta Weatherman

A highly regarded business advisor and leader of the firm’s construction, real estate, architects and engineers practice, Weatherman collaborates with business owners to develop creative strategies that help them achieve goals in the most tax-effective, cost-beneficial way. Weatherman dynamically manages internal staff across the country. She is based in Salina.

 

“Shasta is a true team builder,” says Wald. “Her energy and positive attitude develop huge trust, both on the part of her colleagues and the companies she serves. No matter what the business might need, Shasta has the ability to assemble a great team to tackle tough issues and exceed expectations. Her excellence as a business advisor and dedication to her customers’ success set her apart as a leader others want to learn from.”

Armanino Welcomes New Partner to Lead CFO Advisory Services Practice

Nate Collins

Nate Collins

San Ramon, Calif.-based Armanino (FY15 net revenue of $164.2 million) has announced that Nate Collins has joined the firm as a consulting partner to lead the firm’s CFO advisory services practice, a team of experts in valuations, equity management and accounting, and financial management consulting.

Armanino’s CFO advisory services team has supported a variety of Silicon Valley’s hottest tech firms with services including financial management, transaction advisory, including mergers and acquisitions (M&A) and IPO preparation, equity management and valuation consulting services.

Collins joins Armanino after 12 years at BDO, most recently serving as the lead partner for BDO’s transaction advisory services practice for the Western United States. There he directed buy-side/sell-side due diligence and related negotiations for a wide variety of transactions. He has significant experience in both the domestic and multi-jurisdiction arenas, as well as supporting the M&A-related special project needs for strategic buyers, financial investors and acquisition targets.

Prior to joining BDO, Collins held positions at Deloitte, Aon Corporation and Leo Burnett Worldwide.