Citrin Cooperman’s Providence Office Admits New Partner

Jessica Kanter

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announced that Jessie Kanter has joined the Providence, R.I., office as a partner.

Kanter brings nearly 20 years of experience in public accounting, providing audit and tax services to privately held companies. She specializes in the area of quality control. “Her talent and experience will be an asset to the firm and our clients,” said Providence office MP Richard DeRienzo.

Kanter joins the firm’s attest practice group, where she will focus on the value, quality and efficiency of financial statement audits. In this capacity, she will provide consulting on complex technical accounting matters, internal support, and review for the firm’s New England region. Kanter brings a broad industry experience working with companies in various industries, including manufacturing, construction, real estate, health care, not-for-profit organizations, private equity and financial services.

Kanter says, “It’s a great opportunity to be part of such a talented team with a deep bench of resources.”

Keiter Announced New Tax Leader

Vincent J. Nadder

Vincent J. Nadder

Keiter (FY17 net revenue of $26.9 million) of Glen Allen, Va., announces that Vincent J. Nadder has been named the firm’s practice leader of the tax department, effective Jan. 1, 2019.

Nadder has over 24 years of experience in public accounting providing tax, consulting and accounting services to privately held companies. He serves on the firm’s executive committee and is PIC of the firm’s cost segregation services and historic rehabilitation tax credit services.

“Our firm has a solid reputation in the Virginia community for providing excellent tax and consulting services to both business and individual clients. As a result, we have seen tremendous growth over the past few years which I hope to continue during my tenure,” Nadder says.

In his new role, Nadder will oversee the strategic growth and development of Keiter’s tax department. This includes developing new opportunities for the department, marketing the firm’s services, identifying new professional development opportunities for the tax department team, and actively acquiring new talent.

Sobel & Co. Welcomes New Partner

David Capodanno

David Capodanno

Sobel & Co. of Livingston, N.J., has announced that David Capodanno has been admitted to the firm as a partner.

“Dave is a seasoned professional who has built his strong reputation in the tri-state area by combining technical expertise and business consulting to add real value for the business community,” says Alan Sobel, managing member of Sobel & Co. “We look forward to drawing on his expertise serving family-owned businesses in key industries including manufacturing, distribution, specifically companies in the food sector, in addition to logistics and real estate.”

Prior to joining Sobel, Capodanno’s career has spanned more than two decades as an audit and private business partner at international and regional public accounting firms. His background also includes a unique experience as the controller and principal accounting officer of a publicly traded company.

EisnerAmper Admits Four New Partners

New York-based EisnerAmper (FY18 net revenue of $360.7 million) has announced that it has admitted several new partners who have years of experience successfully serving clients, the firm and the accounting profession.

“As our firm continues to grow, both domestically and internationally, Katie, Blair, Michael and Lisë possess the essential attributes clients look for and need in a trusted business advisor: diversified business consulting expertise, leading-edge technical proficiency and superb interpersonal skills,” says EisnerAmper CEO Charly Weinstein.

The new partners are:

Katie Brandtjen – Brandtjen, part of the financial services group in San Francisco, has more than 10 years of experience providing tax compliance and consulting services to hedge funds, private equity funds, funds of funds, broker-dealers and investment advisors.

Blair Robbins – Robbins, part of the audit group in the Iselin, N.J., office, has more than 15 years of public accounting experience. He serves companies from growth-stage to mature corporations in both the public and private sectors. He leads audit engagements, manages client relationships, and consults with clients’ financial personnel, management and owners on various business issues. He leads the firm’s film production incentives practice.

Michael Sadler – Sadler, part of the financial services group in Syosset, N.Y., has 20 years of diverse tax and accounting experience. He specializes in tax issues relating to hedge funds and private equity funds. He provides tax planning and compliance services to both start-up and multibillion-dollar funds. He advises clients on tax efficient entity structuring, taxation of financial products and investment and trading strategies.

Lisë Stewart – Stewart, part of the private business services practice in Iselin, N.J., is the principal in charge of the firm’s Center for Family Business Excellence. She has more than 25 years of experience in organizational development, strategic planning and training, and human performance management. Co-founder and chair of the Galliard Family Business Advisor’s Institute, she is an NJBIZ “Best 50 Women in Business” and a Leading Women Entrepreneurs “Top 25 Leading Women Intrapreneur.”

HHM CPAs Appoints New MP of Memphis Office

Jason Martin

Jason Martin

Chattanooga, Tenn.-based Henderson Hutcherson & McCullough (FY17 net revenue of $24.4 million), an INSIDE Public Accounting Best of the Best Firm, has announced that Jason Martin has been named MP of the Memphis, Tenn., office.

This announcement comes just one year after Martin moved from the Chattanooga office to Memphis. Martin joined the firm’s audit department in Chattanooga in 2011. He was admitted to the partnership in 2016.

“It’s a privilege and honor to lead our firm’s growth efforts in Memphis,” Martin says. “Our firm is made up of a dynamic group of accountants and professionals who have a great passion of serving Memphis area businesses and organizations. Relocating to Memphis was an easy decision given the growth opportunities for our firm and wonderful things my family will now experience in this great city.”

“Jason has been such an asset to the firm,” says Donnie Hutcherson, MP of HHM CPAs’ Chattanooga office. “We miss him in Chattanooga, but his leadership skills, the way he interacts with our employees, and his dedication to client service made him the obvious choice to be the one to introduce Memphis to the HHM way of doing business.”

With over a dozen years of experience in a diverse range of industries, Martin counts construction companies, family-owned and closely held businesses, and governmental institutions among his areas of expertise. In addition to providing traditional audit services to a wide range of clients, he spends much of his time assisting clients solve complex operational challenges. He also provides valuable consulting services to his clients by utilizing his problem-solving skills and his background in fraud investigative and forensic services.

Marks Admitted as Baker Tilly Partner

Jonathan Marks

Jonathan Marks

Jonathan Marks has joined Chicago-based Baker Tilly Virchow Krause (FY18 net revenue of $578.4 million) as a partner in the firm’s specialized forensic litigation valuation services consulting practice.

Marks specializes in internal and regulatory investigations; governance matters; assessment, design and implementation of compliance programs; global fraud risk management; and compliance coordination and monitoring services for the private, public and not-for-profit sectors.

He has led high-profile financial, accounting, compliance and due diligence investigations around the world relating to allegations of accounting irregularities, improper financial disclosures, fraud, non-compliance, corruption, bribery and data breaches. Marks has provided expert testimony on accounting, financial and internal control issues in commercial litigation matters.

“His depth of expertise in forensic investigations and anti-fraud matters as well as his diverse experience helping clients and their boards improve their governance structure will add tremendous value for our clients as we continue to grow our practice,” says Jack Williams, Baker Tilly’s leader of the forensic valuation services team.

“The regulatory environment has changed,” Marks said. “The SEC, DOJ and other enforcement agencies are demanding more and we must answer the call. Investigating is only part of what is expected. Today, we need to be able to assess risk, conduct root cause analysis, design and enhance internal controls, evaluate the effectiveness of internal audit and compliance and appraise the governance framework.”

Lindquist Admits Mark Flanagan to Partnership

Mark Flanagan

Mark Flanagan

San Ramon, Calif.-based Lindquist LLP announces that Mark Flanagan has been admitted to the partnership.

Flanagan specializes in audit and accounting services for employee benefit plans, labor organizations and not-for-profit entities. He is highly experienced in internal controls, strategy and organizational design. Flanagan has spent his career in public accounting with roles ranging from staff auditor to partner, as well as in the public sector at investment management firms as CFO, managing director and director of business operations.

Founded in 1975, Lindquist LLP serves clients nationwide from its offices in the San Francisco, Los Angeles, Portland, Seattle and Chicago metropolitan areas. The firm specializes in audit and accounting services for employee benefit plans, labor organizations and not-for-profit entities. Lindquist LLP is owned by 12 partners and employs about 110 professionals and staff.

Moss Adams Admits 21 New Partners

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced the admission of 21 new partners and two executive directors. The new partners span 15 of the firm’s 31 locations and numerous practices.

Chris Schmidt, chairman and CEO of Moss Adams, says, “Businesses are experiencing unprecedented levels of disruption and opportunity stemming from emerging technology, regulatory change and a booming economy. This talented group of partners and executive directors has demonstrated a passion for client service, and I’m confident in their ability to help our clients anticipate challenges and embrace opportunities.”

Kyle Boast was admitted as a partner in the firm’s Seattle office. Boast specializes in the technology industry and focuses on technical accounting matters relevant to venture-backed companies.

Letizia Brentano was admitted as a partner in the firm’s Phoenix office. Brentano is a tax partner focused on serving middle-market companies in the consumer and industrial products industries.

Arlene Chan was admitted as a partner in the firm’s Campbell, Calif., office. Chan has in-depth experience working with companies in the life science, biotech, hardware and software industries.

Camille Christiansen was admitted as a partner in the firm’s Spokane, Wash., office. Christiansen provides audit and consulting services to small and mid-sized telecommunications companies.

Stelian Damu was admitted as a partner in the firm’s Los Angeles office. Damu specializes in providing assurance services to for-profit and not-for-profit health care organizations, including home care organizations, long-term care organizations, hospitals, medical groups and health plans.

Kevin Dusi was admitted as a partner in the firm’s San Diego office. Dusi provides tax consulting and compliance services to multinational corporate clients in the technology and life sciences practice.

Justin Eckley was admitted as a partner in the firm’s Portland, Ore., office. Eckley provides federal and state tax compliance services and works with a variety of clients ranging from closely held businesses to large, private-equity-backed operations and multinational corporations.

Steve Fineberg was admitted as a partner in the firm’s Sacramento, Calif., office. Fineberg specializes in internal audit, business risk and fraud consulting services.

Torre Hammer was admitted as a partner in the firm’s Tacoma, Wash., office. Hammer provides corporate audit, review, transaction and consulting services for clients in the firm’s manufacturing and consumer products practice.

Kelsey Head was admitted as a partner in the firm’s Dallas office. Head primarily works with clients in the manufacturing and consumer products, construction, hospitality, real estate and professional services industries.

Kory Hoggan was admitted as a partner in the firm’s Albuquerque, N.M., office. Hoggan is a technical leader in the firm’s public company and SEC services, the not-for-profit and tribal and gaming practices and is a leader in employee benefit plan services.

Paul Holden was admitted as a partner in the firm’s health care consulting practice. Holden is a member of the firm’s health care consulting group, providing reimbursement consulting, business intelligence and operational consulting services to health care providers in acute and post-acute settings.

Mark Hurst was admitted as a partner in the firm’s Dallas office. Hurst works with public and private clients in the design, identification and testing of internal controls, and specializes in IT strategy, IT solution selection, application design of controls, IT assessments and program and project management.

Phil Knudson was admitted as a partner in the firm’s Everett, Wash., office. Knudson works with closely held businesses and their owners; construction, real estate and manufacturing companies; and alternative investment vehicles, including hedge funds, private equity funds and venture capital funds.

Chris L’Heureux was admitted as a partner in the firm’s Irvine, Calif., office. L’Heureux focuses on completing and reviewing cost segregation analyses, fixed asset tax compliance reviews, tangible property regulations consulting, fixed assets management and repair and maintenance studies.

Matt Montez was admitted as a partner in the firm’s Portland, Ore., office. Montez specializes in providing accounting and tax services to closely held businesses and their owners, with a focus on clients in the construction and real estate industries.

Weston Nelson was admitted as a partner in the firm’s IT advisory practice. Nelson specializes in risk management consulting, working closely with stakeholders to understand business and compliance risks while developing strategies to improve, remediate and monitor compliance and risk management efforts.

Francisco Sarmiento Jr. was admitted as a partner in the firm’s San Francisco office. Sarmiento is a technical leader in Sarbanes-Oxley compliance, internal audit, cost accounting consulting and forensic accounting for domestic and multinational companies in various industries.

Jennifer Schmidt was admitted as a partner in the firm’s national office. Schmidt leads accounting methods tax services and advises clients on numerous accounting method issues, including tangible property regulations, revenue recognition, cost recovery and accounting method change procedures.

Kinman Tong was admitted as a partner in firm’s San Francisco office. Tong serves not-for-profit organizations and governmental entities, providing assurance and consulting services to educational institutions, federally qualified health centers, research institutes, foundations, international nongovernmental organizations and social welfare organizations.

Michelle VanDellen was admitted as a partner in the firm’s Bellingham, Wash., office. VanDellen has extensive experience providing tax and business solutions for businesses and individual clients in the agriculture and manufacturing industries.

Piper Turner and Jamie Simmons were promoted to executive directors in the firm’s national office. Turner oversees the firm’s marketing function, including brand positioning, go-to-market strategies, and the introduction of new functional capabilities. Simmons leads the firm’s technology services team and has been instrumental in the continual evolution of the firm’s IT infrastructure—enhancing business capabilities through advanced and emerging technologies.

BerganKDV Increases Presence With Merger of HSMC Orizon

Dave Hinnenkamp

St. Cloud, Minn.-based BerganKDV (FY17 net revenue of $47.9 million) is expanding its Midwest footprint in a merger with HSMC Orizon on Nov. 1, adding six new partners and 45 employees to the firm.

The merger brings BerganKDV to nearly 400 employees and expands its reach to Omaha, Neb., and Kansas City, Mo. In the merger, HSMC Orizon adopts the BerganKDV company name.

“Integrating HSMC Orizon into the fold enhances the services we offer clients and gives us the opportunity to better serve clients throughout the Midwest,” said BerganKDV’s recently named CEO Dave Hinnenkamp.  “We’re laser focused on empowering our staff while creating exceptional experiences for our clients, and the merger solidifies that commitment to those we serve. HSMC Orizon is an award-winning firm that’s recognized for its excellence not only by our industry and in local business communities.”

“Early in merger discussions, we could see BerganKDV carried the same level of care and commitment HSMC Orizon carries toward employees, community and clients,” said HSMC Orizon MP Gene Garrelts. “Our employees, clients and the community will enjoy more resources available to them as our organization continues to grow.”

The merger is one of the first accomplishments for Hinnenkamp, who took over as CEO in July. He rose to the position after 34 years with the company, including founding the firm’s wealth management division in 2002. He plans on organic and acquisition growth, with additional mergers.

Frazier & Deeter Expands to North Carolina With New Charlotte Office

Tim Koch

Atlanta-based Frazier & Deeter (FY17 net revenue of $83.6 million) has announced the opening of a new office in Charlotte, N.C.

“Charlotte is one of most important cities in the Southeast, with a vibrant business community,” says MP Seth McDaniel. “We’re delighted to be adding an office there that will help us better serve our clients in North Carolina and across the U.S.”

The Charlotte office will be led by Frazier & Deeter partner Tim Koch. Koch recently joined Frazier & Deeter as the national practice leader of the firm’s transaction advisory practice.

“I’m excited to be playing a key leadership role in the growth of a highly respected, rapidly growing firm,” Koch says. “I see tremendous opportunity for Frazier & Deeter in North Carolina and beyond.”

Frazier & Deeter offers a suite of services that include audit, business and personal tax advisory, transaction advisory, governance/compliance, cybersecurity, IT audit, fund administration and other advisory services. The firm’s clients include public and private companies across all industries, as well as high net worth individuals, trusts and investment funds.