Kruggel Lawton Admits Schaeffer as Partner

Alex Schaeffer

Alex Schaeffer

South Bend, Ind.-based Kruggel Lawton CPAs (FY17 net revenue of $10.8 million) announces that Alex Schaeffer has been admitted as a partner in the firm’s audit and assurance services practice.

This appointment brings the total number of partners at Kruggel Lawton to 13.

“Alex has proven himself to be a reliable and valuable member of our team,” says MP Barry Hall. “Clients consistently speak of his outstanding service and he is recognized by his colleagues and industry peers for his high level of professionalism and extensive technical expertise.”

Schaeffer has more than 17 years of experience, with a specialized focus on clients in the education and government sectors, having executed audits for school districts across the state of Michigan. He has extensive experience with audits conducted in accordance with the Uniform Guidance, as well as strategic planning, financial management and governmental regulations compliance.

Kushner LaGraize Admits Three New Partners

James Griffin

Kushner LaGraize LLC (FY17 net revenue of $10.7 million) of Metairie, La., admitted three new partners as of Jan. 1.

James Griffin has been with the firm since 2004. Griffin routinely provides tax compliance and value-added consulting services to family held small and mid-size businesses. He specializes in business and individual tax planning.

Dean Martin

Alan Labbé started his career in public accounting with the firm in 1998 after graduating college. He routinely provides tax planning and compliance services for individuals, partnerships, C-Corps, S-Corps and trusts.

Dean Martin Jr., started his career in public accounting in 2006 after graduating college. He routinely provides tax compliance and value-added consulting services to family held small and mid-size businesses. He also provides consulting services related to state and local tax incentives.

Frankel Zacharia Promotes Osborne to Partner

Rob Osborn

Frankel Zacharia (FY17 net revenue of $10 million) of Omaha, Neb., has admitted Rob Osborne as partner.

Osborne joined Frankel Zacharia in 2006 as an intern and has been with the firm since that time. He serves in the areas of financial reporting and tax compliance to individuals and closely-held businesses specializing in the firm’s construction, manufacturing, and ERISA-related benefit plan practice areas. Osborne has passed the AICPA’s Advanced Defined Contribution Plan Audit Certificate exam, allowing him to better advise clients on technical matters and perform the highest quality audits for this very specialized practice area.

Katz Sapper & Miller Admits Two Partners

Randy Hooper

Indianapolis-based Katz Sapper & Miller (FY17 net revenue of $79.3 million) admitted Randy Hooper and Stephen Royster as partners in the firm. Both individuals embody KSM’s values, providing innovative solutions and superior service to clients.

Stephen Royster

Hooper is a member of KSM’s Business Advisory Group. He helps businesses and their owners navigate complex federal and multistate tax matters to optimize their tax position and comply with reporting requirements. He works with clients across multiple industries, with a particular focus in transportation.

Royster is a member of KSM’s State and Local Tax Group. He helps clients navigate the multistate tax landscape by advising on state tax law changes, ensuring tax-efficient structuring, and providing macro-level analyses of state tax implications.

Berkowitz Pollack Brant Promotes Four to Director

Robert Aldir

Miami-based Berkowitz Pollack Brant (FY17 net revenue of $57.9 million) has promoted four firm members to director. The new directors are Robert Aldir, Laurence Bernstein, Andrew Leonard and Ken Vitek.

“We are proud to recognize the achievements of these four individuals,” says Joseph Saka, CEO of Berkowitz Pollack Brant. “They have each contributed tremendously to our clients’ success and are dedicated to the growth of our firm. It is especially gratifying to reward professionals who live our core values and are devoted to stewardship of the firm.”

Aldir is a director in the Audit and Attest Services practice and focuses on multi-national companies that operate under International Financial Reporting Standards and pre-IPO companies. He also handles Foreign Corrupt Practices Act compliance, internal audit services and audit and accounting services for real estate companies, agricultural and farming enterprises, petroleum and mining and financial institutions.

Ken Vitek

Bernstein is a director in the Tax Services practice. He leads the firm’s Accounting Intelligence practice, which provides outsourced cloud-based accounting to growing and mid-sized companies. Focused on process improvement and leveraging technology, Bernstein assist clients streamline and take advantage of real-time accounting. He also works with real estate developers, entrepreneurs and family offices.

Leonard is a director in the International Tax Services practice and focuses on tax structuring, pre-immigration planning and international tax consulting services. With experience in foreign trusts, export tax incentives and IC-DISC, offshore reporting and FIRPTA tax withholding, he is a resource to clients around the world. Leonard works with expatriates, multi-national companies and foreigners who invest in US assets.

Vitek is a director in the International Tax Services practice and focuses on business consulting, tax planning and pre-immigration planning for high-net-worth families, entrepreneurs and real estate investors. He assists US clients who are making investments in foreign jurisdictions, international and domestic trusts, structuring cross-border debt and gift tax planning for multinational families.

The Bonadio Group Admits New Partners

Wendy Riccelli

Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million) has admitted five new partners: Wendy Riccelli, Jamie Crosley, Aimee Jozic, Adam Thaine and Tom Landers.

Riccelli, located in the Syracuse, N.Y. office, will focus on providing tax compliance, consulting and planning strategies to multi-state consolidated corporate and large partnership clients. Additional areas of focus will include tax credits and incentives, U.S. taxation of foreign transactions and operations, and providing insights affecting strategic business tax decisions and methodologies with a long-term view.

Crosley is a partner in the firm’s Small Business Advisory Division in the Rochester, N.Y. office. She joined The Bonadio Group after spending six years at a smaller Rochester firm as a staff accountant and at Freed Maxick. She is responsible for providing accounting, tax, and consulting services to a variety of clients and industries.

Adam Thaine

Jozic, based in the Rochester office, is a partner in the firm’s Healthcare/Tax-Exempt Division. She started at The Bonadio Group in 2005 after graduating college. She specializes in the tax-exempt industry, focusing on higher education, health care, and organizations serving the developmentally disabled. Among the services Jozic provides are financial statement and single audits, cost report certifications and informational tax return preparation.

Thaine is a partner in the Tax Division in the Rochester office. He joined The Bonadio Group in 2001 following his graduation from college. Thaine is a member of the construction and real estate development teams. In his role as partner, he will apply his expertise to a variety of clients, providing counsel in areas such as tax consulting, preparation and compliance services. His emphasis will be on the construction and real estate industries.

Landers, located in the East Aurora, N.Y. office, is a partner on the small business team. He will apply his public accounting background in supervising and managing tax, review and compilation engagements. He has experience in corporate, partnership and individual taxation, including multi-state tax issues and sales tax issues for construction, healthcare, manufacturing, retail, service companies and not-for-profit entities.

Grant Thornton Adds to Partnership Board

Brad Preber

Brad Preber

Partners and principals of Chicago-based Grant Thornton (FY17 net revenue of $1.75 billion) announced elections to its partnership board – Brad Preber was named as chairman, Lori Davis was reelected as a member, and both Janet Malzone and Enzo Santilli are new members.

Lori Davis, Denver OMP – Davis has served on the board since 2013. With 29 years of experience in public accounting, Davis specializes in developing tax planning strategies for corporate, partnership and individual clients. She has worked in a variety of industries, including construction, real estate, hospitality and financial services.

Janet Malzone, Midwest Regional Audit Practice Leader, Chicago – Malzone joined Grant Thornton in 2002. With more than 25 years of public accounting experience, she serves both public and private companies that range from small, entrepreneurial businesses to large multinational corporations.

Brad Preber, Phoenix OMP and national MP for Business Risk Services – Preber joined Grant Thornton in 2004 and has served on the board since 2014. Preber’s client service specialty is forensics, where he serves as an expert witness, neutral arbitrator and fraud investigator.

Enzo Santilli, Pittsburgh OMP – Santilli joined Grant Thornton in 2013. He works with clients across industries on a variety of financial reporting and performance improvement solutions. Santilli specializes in applying business technology to assist clients in enterprise transformation and emerging issues.

Seifert Admitted as a Partner at KatzAbosch

Chad Seifert

Timonium, Md.-based KatzAbosch (FY17 net revenue of $17.2 million) announced that Chad Seifert has been admitted into the partnership, effective Jan.1.

Seifert, who joined the firm in 2006, is chair of the firm’s emerging business and outsourcing department and is a member of the medical practice services group. He specializes in a full range of accounting, tax and consulting services for clients, including compilation services with closely held businesses across many industries.

Seifert calls KatzAbosch “a forward-thinking and innovative firm with many talented professionals and leaders.”

RKL Admits Hurst and Woll to Firm Partnership

Ryan P. Hurst

Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) announced that Ryan P. Hurst and Ruthann J. Woll were admitted to the firm’s partnership Jan. 1.

Hurst was named a partner in RKL’s business consulting services group and Woll is the firm’s newest partner in its tax services group.

“These two professionals are well respected in their fields of expertise, trusted by their clients and colleagues and focused on positioning businesses and organizations for real, sustained growth,” says RKL CEO Edward W. Monborne.

Since joining RKL in 2017, Hurst has helped expand RKL’s advisory services to support a wider range of organizations. His expertise is in business valuation, succession planning and mergers and acquisitions. He advises clients on buying and selling companies, constructing employee stock ownership plans (ESOPs) and evaluating their strategic alternatives. Hurst leads RKL’s transaction advisory services practice. Hurst was also recently recognized as one of the Reading Eagle’s 40 Under 40 award recipients.

Woll oversees RKL’s individual tax planning and compliance efforts and leads the firm’s nonprofit tax niche. With more than two decades of tax accounting experience, Woll is an expert in these areas has helped clients adapt to the new tax reform legislation. She speaks on individual and nonprofit tax topics for client board and committee members, professional associations and industry organizations.

Honkamp Krueger Admits Four to Partnership Group

Matt Gardner

Dubuque, Iowa-based Honkamp Krueger & Co. (FY17 net revenue of $71.9 million) has announced the addition of four professionals to the partnership effective Jan. 1.

Matt Gardner, partner for construction audit services, works with clients in project and construction management, owner representation, contract compliance, and cost recovery, avoidance and prevention on their capital construction projects.

Shannon Hunter

Shannon Hunter is responsible for managing special projects, including efficiency reviews, software product support, staff training and new client implementation.

Robert Leibfried, a partner for the business valuation practice area, oversees the firm’s valuation department and engagements. He assists clients in understanding what a business is worth, how value is determined and establishes expectations for valuation engagements.

Reggie Rowe, a general services partner, is responsible for corporate, partnership and individual tax planning and financial statement preparation, business consulting and strategic planning, and management services. He also leads the firm’s independent medical group industry team.