Immanuel John K.

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Immanuel John K. has joined the firm and was admitted as a partner in the Philadelphia commercial practice. He will focus on the firm’s growing life sciences and technology industries.

John K. has more than 30 years of experience advising and auditing private and public companies in the following industries: technology, life sciences, professional services, medical devices, telecommunications, manufacturing and distribution. His experience includes advising and assisting clients in the IPO process and in secondary offerings.

“Immanuel’s experience as an advisor, auditor, thought leader and community advocate will greatly contribute to the growth and success of our firm in the Philadelphia market,” says Fred Massanova, Philadelphia MP and commercial practice leader.

John K. has authored many articles, frequently speaks at industry events and serves as the treasurer of the Philadelphia-Israel Chamber of Commerce.

In his previous position at a multinational accounting and consulting firm, John K. led the technology and life sciences industry practice in Philadelphia and the Northeast U.S. for several years. He also served as that firm’s national leader of the software and life sciences industry segments, advising companies on various business issues.

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Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million) has announced several changes to its leadership team, which became effective on June 1.

Seven of the firm’s senior partners are taking on expanded leadership roles as Wipfli welcomes Kurt Gresens as its new MP and 12 new partners from within the firm’s ranks. These changes are a result of Wipfli’s continued growth and its focus on preparing the firm for the future.

Partners with new roles are:

Kelly Arduino — Health Care Industry Leader 

Arduino has over 18 years of experience in health care, with an emphasis in health care finance and strategy. She functions as a business advisor and facilitator for her clients and is often the liaison between and among health care organizations as they develop “partnerships” or other joint planning efforts.

Stephanie Cavadeas – Audit and Accounting Quality Control Partner

Cavadeas has more than 16 years of experience working in the nonprofit and governmental practice group overseeing audits of grant-funded nonprofits, community-based organizations, and associations/membership organizations. For the past several years, she has been in charge of Wipfli’s internal inspection program and has been highly involved with our triannual outside peer review.

Kelly Fisher — Practice Partner

Fisher has more than 17 years of public accounting experience in manufacturing, technology, professional services and international operations, including experience with a Big 4 accounting firm. Most recently, she focused on leadership and management of the firm’s tax practice. In her new role, innovation and strategic transformation will be a primary focus.

Ken Kortas — Business Solutions Group Leader 

Kortas has more than 25 years of management and information technology consulting experience. He is a specialist in identifying business requirements and defining and implementing management plans. Business processes, organizational designs and information technology strategies are integral parts of his skill set.

Scott Nelson — Audit and Accounting Leader 

Nelson has more than 30 years of experience serving clients in the manufacturing, wholesale, broadcasting, relocation and service industries. As a client relationship executive, he focuses on gaining an understanding of the client’s goals and managing Wipfli’s client service team to assist in achieving those goals.

Scott Schumacher — Tax Practice Leader

Schumacher has more than 20 years of experience working with businesses to claim and substantiate a tax incentive for research and development activities. In addition, he works with closely held and family-owned businesses in the manufacturing and distribution sectors, providing them and their ownership group with tax compliance and planning services.

Dan Szidon — Core Services Leader 

Szidon has nearly 30 years of professional experience at Wipfli, working in audit and accounting services, as well as consulting on various business issues. More recently, he has focused the practice on providing financial and consulting services and firmwide management.

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Brentwood, Tenn.-based LBMC (FY18 net revenue of $104.3 million) announced leadership appointments to accommodate company growth in areas dedicated to serving a variety of middle market and health care client needs. LBMC has named seven new shareholders, the largest new shareholder class in the firm’s more than 30-year history.

“I am pleased to welcome seven new shareholders to the LBMC family and congratulate them on their outstanding achievements,” says Jeff Drummonds, CEO of LBMC. “These exceptional leaders represent the largest new shareholder class in the history of our firm. This milestone is indicative not only of our significant growth, but also our commitment to providing opportunities to leaders that exemplify our shared vision to make LBMC the best choice for clients and colleagues. I look forward to seeing them lead the way as we continue to expand our national reach while maintaining our high level of client service delivery.”

The promotions include experts from seven different practice areas: health care and private equity tax services, wealth advisory, transaction advisory, valuation and litigation, health care valuation, information security and assurance. The new shareholders include three leaders in the firm’s Knoxville, Tenn., office and four in the Brentwood office.

Ben Carver specializes in the health care and health care IT industries with an emphasis on private equity and venture capital backed companies. Carver assists clients with a variety of tax issues including tax compliance, tax accounting assistance, financial statement reporting, multi-state tax planning and merger integration.

Bill Dean is the East Tennessee market lead for Information Security. He is responsible for incident response, digital forensics, electronic discovery and litigation support for the Information Security Services division.

Andy Lowe serves as the Knoxville Market Leader and head of the Valuation & Litigation Support Services group in the firm’s Knoxville office. Lowe performs valuation engagements of closely held businesses and business interests for gift, estate and income tax planning and financial reporting, intangible asset valuations including business combinations and goodwill impairment testing. He also provides litigation support services for family law and commercial litigation, as well as merger and acquisition and business transition services.

April Mitchell advises high wealth individuals and families, trusts and estates on complex tax matters. Her experience includes coordinating tax services to closely held businesses in various industries as well as consulting in areas including wealth transfer, real estate holdings, investment partnerships, foreign investment reporting and private foundations.

Jayme Parmakian works with private-equity backed and closely held companies in the health care industry. In addition to tax compliance and consulting work, Parmakian coordinates tax services for the firm’s transaction advisory group working on both buy and sell side diligence and structuring.

Katie Tarr specializes in Compensation Valuation (CV) services including assisting health care organizations in determining the fair market value of physician compensation arrangements. Tarr also has experience in the valuation of physician practices and other types of health care service arrangements, as well as due diligence and clinician compensation consulting.

Andrew Usery manages assurance engagements for family owned, private-equity backed and other closely held entities. His industry experience includes manufacturing, distribution, foreign-owned, services, construction and broker-dealers. He also serves retail companies and FINRA-regulated broker-dealer clients. He is a firm leader in the use of data mining and analytics.

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