Prager Metis CPAs Acquires M Moskowitz and Company

New York-based Prager Metis CPAs (FY18 net revenue of $98.2 million) has combined with M Moskowitz and Company of River Edge, N.J. Michael Moskowitz has been admitted as a partner.

“We welcome their addition,” says Ronald Friedlander, OMP in Hackensack, N.J., where the Moskowitz team relocated. He says the merger allows the firm to “provide excellent, personalized service to the diverse businesses and individuals throughout New Jersey.”

“Prager Metis has a level of expertise and a reputation that is unique for an accounting firm of its size,” says Moskowitz. “We look forward to bringing these resources to our clients.”

The deal was facilitated by Dom Esposito of Esposito CEO2CEO.

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Rea & Associates Admits Six Principals

New Philadelphia, Ohio-based Rea & Associates (FY18 net revenue of $50.4 million) announced that the firm has admitted Ben Antonelli, Paul Gregory, Scott Moyer and Dustin Raber to equity principals. They will join 27 other shareholders.

Antonelli is a principal in Rea’s Dublin, Ohio, office. In this role he is responsible for managing and providing guidance to the firm’s assurance engagement teams and regularly consults with clients on financial reporting, internal controls and other operational issues.

Moyer, a principal in Rea’s Zanesville, Ohio, office, oversees the firm’s oil and gas segment, which serves landowners who might be struggling with the management of their assets as a result of ongoing development in shale regions of Ohio, Pennsylvania and West Virginia.

Raber is a principal in Rea’s Wooster, Ohio office, where he serves as director of manufacturing and distribution services. In this role, he is responsible for conducting audits, reviews and compilations for businesses and not-for-profit organizations. He also spends a lot of time consulting on financial reporting, accounting methods, internal controls, industry analysis and audit efficiencies.

Gregory, a principal in Rea’s Amherst, Ohio office, with more than 20 years of professional experience, is responsible for assisting with management of the office and generating new revenue through client service – particularly in the areas of bookkeeping, taxation and reviews and compilations.

Additionally, Ben Froese, based in the New Philadelphia office, and Julie Jordan, working from the Lima and Dublin, Ohio, offices, were admitted as income principals.

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North Carolina Firm Adds Partners to Tax Practice

Drew Haddock

Greensboro, N.C.-based DMJ & Co. (FY18 net revenue of $13.4 million) announces that Drew Haddock and Keith Jarmusch have been admitted as partners.

Keith Jarmusch

Haddock, based in the Sanford, N.C., office, handles tax planning and compliance for corporations, partnerships and individuals, especially closely held businesses within the dealership, manufacturing, distribution and real estate industries.

Jarmusch, based in Greensboro, has been with the firm since 2007 and has over 30 years of experience in both industry and public accounting. He works directly with both corporate and individual clients on their tax consulting, compliance and preparation needs as well as small business consulting and QuickBooks assistance.

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Aprio LLP Admits Partner in Information Assurance Services

Brett Williams

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has hired Brett Williams and admitted him as a partner in the information assurance services group.

He will focus on serving the information risk and compliance needs of small to mid-market companies that are experiencing an increasing escalation of security compliance requests by providing attestation and certification reporting.

Dan Schroeder, PIC of the practice, says, “We can now leverage Brett’s expertise to grow our practice nationally and provide mid-market companies and their trading partners with the highest level of confidence that the appropriate measures are in place to protect their businesses.”

Williams joins Aprio from Grant Thornton where he served as the Southeast special attestation reporting practice leader. Williams has over 20 years of experience focused on business process and information technology controls, and he has served clients in a variety of industries.

“As businesses of all sizes continue to see an increased threat from cybersecurity-related activities, the work we are doing to protect these businesses is more important than ever,” he says.

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Former PCAOB Executive Joins Weaver

Patrick Brown

Patrick Brown

Houston-based Weaver (FY19 net revenue of $141.1 million) announces that former PCAOB executive Patrick Brown has joined the firm and been admitted as a partner in the quality and risk management team.

Brown will be based in the firm’s Dallas office and will focus on assurance and advisory services. Brown was previously an executive leader and associate director for inspections at the PCAOB, where he spent close to a decade performing regulatory oversight of public company audits.

At Weaver, he will work with firm leaders to refine quality assurance processes and help ensure that audit services meet established standards.

“As Weaver continues to grow nationwide and expand our public company audit practice, Patrick will help us maintain the quality our clients, markets and regulators expect,” says CEO and MP John Mackel. “His experience at the PCAOB and as a Big 4 audit leader will add depth to our QRM processes.”

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Brent Lipschultz Rejoins EisnerAmper as Partner

Brent Lipschultz

Brent Lipschultz

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Brent Lipschultz has re-joined the firm and been admitted as a partner in its personal wealth advisors group.

He has more than 25 years of experience serving high-net-worth executives, family offices, board members of Fortune 100 companies, global investors, privately held business owners, celebrities and professional athletes.

He specializes in domestic and international income tax planning, executive compensation, estate and gift tax planning, charitable planning and wealth preservation strategies. He advises companies with expatriate tax and payroll matters, as well as represents clients before the IRS (including offshore voluntary compliance cases) and state taxing authorities on complex tax matters.

“We’re excited to have Brent back in the fold at EisnerAmper,” says Timothy Speiss, co-leader of the firm’s personal wealth advisors group. “He’s an intuitive leader with expertise across a broad spectrum of personal wealth clients, and he’s extremely engaged in the wealth advisory ecosystem. He’s (once again) a great addition to the firm.”

He will be based at EisnerAmper’s New York office. He has provided wealth advisory thought leadership to a variety of national media such as Forbes, The Wall Street Journal, Bloomberg, CNBC, Reuters, MSNBC and others.

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EFPR Group Continues to Expand in Buffalo, N.Y.

Rochester, N.Y.-based EFPR Group (FY17 net revenue of $25.4 million) is merging in the accounting practice of Nowicki & Company of West Seneca, N.Y., into its Williamsville, N.Y., office.

The merger, effective Nov. 1, is expected to bring benefits to the clients and employees of both organizations and strengthen the business services EFPR Group now provides to its client base of more than 10,000.

“Our decision to unite with the West Seneca practice was based on the outstanding quality and service Ray Nowicki has provided to clients for over 30 years,” says James I. Marasco, EFPR Group MP. “The Nowicki & Company reputation for providing extraordinary tax planning, preparation and consulting is consistent with our mission to help clients make intelligent and informed financial decisions.”

He adds that the firm is considering additional mergers and acquisitions in upstate New York.

Raymond Nowicki, Laura Geiger and Paul Kiel will join EFPR Group as partners and will be responsible for client relations, new business development and growing the commercial services practice. Additional staff members will also join as part of this transition.

EFPR Group has been serving clients across the United States and abroad for 60 years with a comprehensive array of tax consulting and planning services in addition to auditing, forensic accounting, business valuation, accounting, outsourcing automation services and other business management services.

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Great Northern Advisory Team Joins Armanino

Caroline Stovall

San Ramon, Calif.-based Armanino (FY18 net revenue of $267.2 million) has announced that Great Northern Advisory, a financial consulting firm in Dallas, has joined the firm.

Founder Caroline Stovall has been admitted as a partner to lead the firm’s CFO advisory practice, effective Nov. 1. The Great Northern Advisory team is made up of 15 consultants with decades of experience in a variety of Big 4, consulting and operational roles, including as CFOs and controllers.

CEO Matt Armanino says the firm is committed to expanding the practice. “The Great Northern Advisory team brings deep expertise in health care, accounting process transformation, system implementations, acquisition integrations, interim financial management, accounting support, private equity and transaction advisory services that perfectly complement our CFO advisory practice.”

The Great Northern Advisory team will be based in Armanino’s Dallas office.

“Armanino is a great fit for our team, because the firm recognizes the importance of a strategic CFO organization – something that is at the core of our practice,” Stovall says.

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Crowe Appoints First Chief Information Security Officer, New Chief Risk Officer

Chicago-based Crowe (FY19 net revenue of $951.9 million) has named Rex Voorheis as the firm’s first chief information security officer and Steve Strammello as the new chief risk officer.

Voorheis has been with Crowe for 20 years, leading the enterprise information security and privacy functions for the past decade. During this time, the Crowe information security and privacy team has grown to nearly 30 security professionals. In his new officer role, Voorheis is responsible for the Crowe information security and privacy functions, developing information security strategy, defining information security requirements and practices, and working with clients to address security-related questions.

“Our clients entrust us with their sensitive data and it’s our responsibility to put policies, processes and technologies in place to allow us to best serve our clients while protecting data and addressing any regulations that may apply,” Voorheis says.

Strammello, a 26-year veteran of the firm, succeeds Fred Bauters, who is retiring in April 2020. Strammello’s responsibilities include oversight of the firm’s general counsel and audit quality functions, as well as management of the firm’s enterprise risk management program.

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Langwasser & Company CPAs Names Two New Partners

Shawn Hull

Langwasser & Company CPAs of Upland, Calif., has named two new partners.

Shawn Hull and Rosa Huerta have joined founding and lead partner Karin Langwasser and MP Cindy Agostini in leading firm.

In addition, earlier this year, Langwasser & Company appointed two other team members to management positions. Sarah Scully was promoted to tax and accounting supervisor and Brandie Lubelski rejoined the company as controller.

“From the time they joined us, both Shawn and Rosie have been key members of the Langwasser & Company family,” Langwasser says. “Both have been groomed and trained for leadership positions, progressively advancing within the company while continually taking on additional responsibilities and developing expertise in a wide range of specialty areas.”

Rosa Huerta

The move expands the partnership team’s expertise over a variety of financial and tax-related areas. Hull and Huerta are both CPAs who joined Langwasser & Company in 2012 and were later promoted to tax and accounting managers.

Hull specializes in tax strategy and planning, with a primary focus on “flow-through entity” structures and corporations. She represents a variety of closely held businesses and high net-worth individuals, with strong concentration in the areas of construction, insurance, media and entertainment, logistics, medical services, manufacturing and distributions, real estate, service-based businesses, technology and startups.

Huerta has extensive experience in tax planning, accounting and audit and advisory services, working with high net-worth individuals and their families, closely held businesses, trusts and exempt organizations. She also provides tax services for estates and trusts as well as private businesses.