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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Hassler Admitted to Partnership at Herbein

Elizabeth F. Hassler

Elizabeth F. Hassler

Reading, Pa.-based Herbein + Company announced that Elizabeth F. Hassler has been admitted as a partner in the tax department.

Hassler works with federal and multistate tax return compliance, and tax planning for clients in a variety of industries including manufacturing, distribution and technology. Her areas of expertise include closely held corporations, S corporations, partnerships and high-net-worth individuals.

She is heavily involved in working to streamline corporate tax technology at the firm and works to develop and maintain a strong internship program. She is a strong advocate on the importance of showing the younger generations of future accountants what a career could be like in accounting, and she believes that having a strong mentor is important to growth.

“Liz joined us in 2015 as an already-rising star, and within three short years she has embraced the role of a leader who inspires fellow team members and leads by example. She brings great enthusiasm and is well-known for her ability to bring people together on projects,” says COO and partner Michael J. Rowley.

Bauknight Pietras & Stormer Admits New Partner

Ben Glenn

Bauknight Pietras & Stormer (FY17 net revenue of 9.8 million) of Columbia, S.C., announces it has admitted a new professional into its partnership group: Ben Glenn, who joined the firm 14 years ago.

The firm now employs 70 people, in part because of growing national expertise in the insurance industry. Glenn represents property and casualty companies and captives from the tax perspective.

He consults on the formation of new captive insurance companies, consulting on risk transfer and risk distribution matters key to the formation of a captive insurance enterprise. In addition, his experience includes successfully defending captive insurance companies in IRS examinations and submitting private letter ruling requests to the IRS.

Russell Bauknight

Managing shareholder, Russell Bauknight, says, “What makes the addition of Ben to the BPS leadership team and board of directors so gratifying is that he joined BPS 14 years ago and has focused his energy on client service and developing his leadership skills. Today, Ben is a highly sought-after consultant in the areas of captive insurance and telecommunications, which in turn has contributed to BPS’ growth.”

Glenn also advises individuals, corporations and partnerships on tax planning and compliance.

Anchin Block & Anchin Announces New Partner, New Subsidiary

Russell Safirstein

New York-based Anchin Block & Anchin LLP (FY17 net revenue of $104 million) has welcomed Russell Safirstein to the firm as PIC of its new subsidiary – Anchin Digital Risk Solutions LLC (ADRS).

Safirstein’s expertise centers on combining audit, accounting, risk compliance and technology to help clients.  into client solutions. He delivers and develops technology driven risk and compliance advisory and analytics-based services.

“After introducing our Redpoint Cybersecurity services a little over a year ago, we recognized that companies also need guidance when it comes to the efficiency and compliance aspects of their technology systems,” says MP Frank Schettino. “Bringing Russell in will help us broaden our significant industry expertise, particularly by leveraging his experience with financial services, management consulting and health care companies.”

Marc Newman, Associate MP says the new subsidiary “signals our commitment to continuously add crucial advisory services that will strengthen and differentiate Anchin’s value proposition.”

ADRS will provide privately held, middle market companies with services previously reserved for larger companies, the firm says. The team will bring technology solutions to companies in an underserved market that need guidance to meet the demands of risk management and audit, while maintaining profitability and achieving regulatory compliance.

Prior to joining Anchin, Safirstein was a partner with Prager Metis Technology, leading their AI and machine learning initiatives in addition to their cybersecurity and risk advisory practices.

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Abbott Stringham & Lynch Announces Partner Promotions

Abbott Stringham & Lynch (FY17 net revenue of $21.8 million) of San Jose, Calif., announces that Jyothi Chillara has been admitted as a tax principal and Josh Cross has been admitted as an audit principal.

MP Ray Scheaffer welcomed Chillara and Cross to the partnership group. “Their expertise and exceptional leadership will continue to support and contribute to our firm’s growth and commitment to delivering superior quality and service.”

Chillara has more than 20 years of experience providing tax planning, compliance and consulting services to inbound and outbound business entities and high-net-worth individuals. Her area of emphasis is federal, state and international taxation of business entities (corporations and pass-through entities) and their owners. She has also worked in private industry and is an expert in serving the technology sector, manufacturing sector and services sector.

“I am excited to be a partner at ASL and be part of this incredible team,” says Chillara. “I am looking forward to developing the next generation of future leaders and contributing to the growth and success of the firm.”

Cross has more than 13 years of public accounting and audit experience serving privately held companies and nonprofit organizations, including those that are subject to U.S. Office of Management and Budget audit requirements. Privately held companies consist of engineering consulting firms, construction contractors, and manufacturing and distribution companies. He has also worked on review and compilation engagements and assisted with business consulting for closely held businesses.

“I believe you should strive for excellence in everything you do and the ASL partners and staff embody that philosophy,” says Cross.  “I am excited and proud to become a partner at ASL and I look forward to contributing to the continued success of the firm, our clients and our employees.”