Rudewicz Admitted as Partner and Counsel at blumshapiro

Frank Rudewicz

Frank Rudewicz has been admitted to the partnership at West Hartford, Conn.-based blumshapiro (FY17 net revenue of $79.5 million).

Rudewicz joins the firm as a member of the leadership team and will lead the firm’s litigation and valuation practice from the Boston office.

Rudewicz has more than 30 years of experience in conducting domestic and international investigations for fraud, forensic accounting, asset tracking and other litigation related matters. He has appeared on NBC Dateline and Forensic Files for his investigative work and has been appointed a compliance and ethics monitor for a number of organizations within the construction, government and environmental industries.

In addition, Rudewicz is experienced in expert witness testimony and has testified in matters involving forensic accounting, trade secrets, independent investigations and security. He lectures and writes frequently on these topics.

Prior to his appointment at blumshapiro, Rudewicz served as principal, counsel and PIC of forensic services at Marcum LLP.

“A nationally recognized expert in litigation and witness testimony, as well as an educator, lecturer and author, Frank brings an extraordinary breadth of experience and value to blumshapiro. Frank’s earlier experience serving his country and community now reflects his commitment to providing clients with the highest degree of ethical and legal standards,” says CEO Joseph A. Kask.

Weaver Admits DiBrienza to Partnership

Matthew DiBrienza

Houston-based Weaver (FY18 net revenue of $127.1 million) is expanding its financial services industry practice with the addition of Matthew DiBrienza as an audit partner in the New York office.

DiBrienza, who was previously an audit partner for KPMG and a principal of Rothstein Kass, offers more than 20 years of experience serving the alternative investment industry. He offers the full range of services to his clients, which have included hedge funds, private equity funds, fund-of-funds and commodity pools.

In addition to financial audits, DiBrienza provides tax planning and organizational structure advice; he also reviews investment partnership agreements for structure, accounting and tax-related compliance

“With our midtown Manhattan office and our financial services practice both growing rapidly, Matthew’s experience and industry understanding are very valuable to Weaver and our clients,” says CEO and MP John Mackel. “He brings a rare combination of both audit and tax knowledge, which will help him advise alternative investment firms about a wide range of issues from partnership structures to the tax implications of new financial reporting requirements.”

Seattle Firm Welcomes First Non-Compliance Partners

Nicholas Norton

Peterson Sullivan of Seattle (FY17 net revenue of $31.9 million) has admitted two new partners: Nicholas Norton and Chris Walker.

The firm says the promotions highlight a growing trend of non-CPA partners joining what was previously considered a traditional group of compliance partners.

“This is a positive step for the firm,” says MP Chris Russell. “Achieving the level of partner is a huge achievement in one’s career and signifies that they are dedicated to the future of the company. As leaders both internally and in the community, Chris and Nick each bring their own unique talents to the partner group and I am positive they will succeed in continuing to grow Peterson Sullivan in an exciting new direction.”

Chris Walker

Prior to joining Peterson Sullivan in April 2018, Norton worked as a partner at South Portland, Maine-based Macpage, which has recently been acquired by Wipfli. Norton oversees growth of the firm’s advisory practice, which includes IT risk services, managed accounting services, and strategic business consulting services.

“The future success of accounting firms lies in our ability to provide value beyond compliance,” Norton says. “Through a purposeful focus on building a culture of business advisors and developing a service delivery model that supports this culture, I am committed to fulfilling the firm’s mission, and I am dedicated to continuing the legacy that the partners of PS have built over the past 65 years.”

In her three years since joining the firm as the chief marketing officer, Walker has implemented a strategic, integrated marketing and business development program, which has significantly increased growth and visibility.

“The significance of a non-CPA, non-service leader partner is a powerful statement about the firm’s commitment to growth and transformation; and I am humbled by the trust and confidence placed in me,” Walker said.

Moore Colson Welcomes Four New Partners

Adam Bateman

Marietta, Ga.-based Moore Colson (FY17 net revenue of $22.1 million) has admitted four directors to the partnership: Adam Bateman, Billy Boyd, Christopher D. Fagan and Jon Powell.

Bateman started his career with Moore Colson nearly 13 years ago. He has held several roles within the firm, advancing from associate to tax director in 2018.

Boyd joined the firm in 2005, as a business assurance associate. After continuous promotions, he began a director role in risk advisory and compliance services in 2018.

Fagan joined the firm in 2013, as a senior manager. He was promoted to a director role in 2018.

Powell started his career with the firm 13 years ago. He has held several roles within the firm, advancing with successive promotions from associate to a risk advisory and compliance services director role in 2018.

HCVT Admits Lee to Partnership

Joseph Lee

Los Angeles-based Holthouse Carlin & Van Trigt (FY17 net revenue of $135.9 million) has announced that Joseph Lee was admitted to the partnership on Jan. 1.

Lee works from the firm’s Pasadena, Calif., office and has more than 20 years of experience providing tax consulting and compliance services to clients in the private equity, entertainment, manufacturing, retail and distribution industry sectors.

He began his career in private industry overseeing the tax and internal audit functions for an international transportation company and was a tax director at PwC before joining HCVT.

Johnson Lambert Welcomes New Partners in 2019

Allan Autry

Vienna, Va.-based Johnson Lambert (FY17 net revenue of $29.5 million) announces that three professionals have been admitted to partner: Allan Autry, Lane Miller and Lauren Williams.

All three are based in the Raleigh, N.C., office.

Lane Miller

Autry joined Johnson Lambert in 2009. He has extensive experience in engagement management and review of federal and state tax returns for commercial insurance companies, captive insurance companies, alternative risk entities and affiliated entities. He provides the North Carolina tax practice leadership in marketing, recruiting and employee mentorship.

Lauren Williams

Miller also joined the firm in 2009. His comprehensive insurance experience includes property and casualty, medical professional liability, captive and life insurance entities. He plays an active role in recruiting, marketing and mentoring program activities, and both internal and external speaking opportunities.

Williams joined Johnson Lambert in 2008. She has more than a decade of experience providing audit and consulting services to a variety of clients in the insurance industry. Her oversight of the North Carolina audit practice includes client relationship management, marketing and recruiting, teaching and mentoring staff. She is on the firm’s technical committee and frequently contributes to technical newsletters on insurance industry and accounting profession topics.

SobelCo Admits Moghadam and Mellage as Partners

Mariana Moghadam

Mariana Moghadam

Sobel & Co. of Livingston, N.J., announced that Mariana Moghadam and John R. Mellage have been admitted to the partnership.

Both had already made significant contributions to the firm’s leadership group in their previous roles as senior managers, working with clients, colleagues and the community for several years.

“The SobelCo partnership team welcomes John and Mariana, acknowledging the depth of their technical skills but more importantly, their industry specific-knowledge and their business acumen,” says Alan Sobel, managing member of the firm. “We appreciate their insights and their pragmatic approach to providing clients with smart solutions to complicated and complex business challenges. Naming these two as new members was essential for us as we position the firm for a bright and prosperous future.”

John R. Mellage

John R. Mellage

Moghadam’s career has spanned more than two decades in public accounting, so when she joined SobelCo, she assumed the role of tax director along with a responsibility for directing the firm’s real estate practice. This dual role acknowledged her depth of experience in the real estate sector as well as her extensive tax background.

“I know that admission to the partnership of a public accounting firm is an accomplishment that takes commitment, dedication, perseverance, and hard work which I would not have been able to do without the help and guidance of the people surrounding me,” Moghadam says. “But I am truly most proud to be recognized for my internal role as a leader and mentor for our staff.”

Mellage says his passion for serving family businesses has been a key driver for his own career. “I have always been intrigued by the unique characteristics that families in business share. From their pride in the family reputation, to their approach to a long-term commitment that focuses on preserving the business for future generations, to their dedication to ensuring a lasting legacy, these families are not only the life-blood of our economy, they are the foundation of our firm.”

The understanding Mellage has regarding the challenges and opportunities facing mid-size, privately-held clients gives them a competitive advantage in today’s sophisticated market place, the firm says. Drawing on his abilities managing audits, compilations, reviews and other attestation engagements for clients of all sizes – from start-up entrepreneurs to established companies with revenue up to $400 million – has enabled him to have a meaningful impact, especially in the areas of retail, manufacturing/distribution, nonprofits and construction.

KPM CPAs and Advisors Names New Shareholders

Rebecca D. Harmon

Rebecca D. Harmon

Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) has announced that two professionals have been admitted as shareholders.

Rebecca D. Harmon has nearly 20 years of accounting experience and provides tax preparation and planning services to businesses and individuals.

Kristi L. Wilkins has nearly 20 years of accounting experience and helps lead the firm’s accounting outsourcing team. She specializes in accounting system design and implementation and assists clients with monthly accounting, financial reporting, payroll processing, tax services, and software set‐up and support.

MCM CPAs & Advisors and MCM Capital Markets Group Announce New Partners

Todd Hamilton

Todd Hamilton

Louisville, Ky.-based MCM CPAs & Advisors (FY17 net revenue of $54 million) has announced that Todd Hamilton and Angela Marshall have been admitted to the partnership group.

Hamilton will assume the role of assurance partner in the firm’s Louisville office. Marshall, will become a partner with MCM Capital Markets Group, an affiliate organization focused on providing mergers and acquisition consulting services. In their new roles, they will maintain their leadership roles within their particular industry niches, while expanding their efforts in new business development and support.

Hamilton’s primary focus is providing assurance services to clients in the manufacturing and distribution, transportation and logistics, distilled spirits, franchising and not-for-profit industries. In his new role as partner, he will be co-leading MCM’s transportation and logistics services team. He has been with MCM since 2007, though he has spent nearly 20 years in public accounting.

Angela Marshall

Angela Marshall

Marshall has been with MCM since 2015, working primarily in the firm’s Louisville and Cincinnati offices but generally providing transaction consulting services across the region. As a partner with MCM Capital Markets Group, her primary focus is in providing comprehensive investment banking and consulting services to companies engaging in the mergers and acquisition marketplace. In additional to public accounting experience, she has more than 20 years of experience in mergers and acquisitions, entrepreneurship, negotiation and strategy.

Novogradac & Company LLP Promotes Three to Partner

Roy Chou

Roy Chou

San Francisco-based Novogradac & Company (FY17 net revenue of $136.7 million) has admitted Roy Chou and Alvin Lee of the San Francisco office and Rebecca Darling of the metro Atlanta office to the partnership.

Novogradac, which specializes in affordable housing, community development, historic preservation, renewable energy and opportunity zones, has 59 partners in 28 cities.

“Their dedication to their clients and peers and knowledge in their respective areas of practice is a big part of the firm’s success,” says MP Michael J. Novogradac.

Chou has experience in real estate, affordable housing and community development, including new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and opportunity zones incentive transactions. He has worked extensively on financial projections models and forecasts, financial statement audits and tax return preparation. He also advises on accounting, tax, transaction structuring, compliance and regulatory matters.

Rebecca Darling

Rebecca Darling

Darling has experience in all areas of real estate accounting, with an emphasis in the NMTC, HTC and affordable housing sectors. She specializes in audit and taxation of NMTC and low-income housing tax credit (LIHTC) partnerships, including those subject to the auditing requirements of the U.S. Department of Housing and Urban Development.

Alvin Lee

Alvin Lee

Lee specializes in real estate and renewable energy transactions by providing audit, tax and consulting services for developers, syndicators and investors. He has extensive experience with financial modeling and financial statement reporting for renewable energy tax credit and LIHTC transactions with emphasis on investment accounting and partnership taxation.