Friedman LLP Announces New Chief Information Officer

Donald Logan

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that Donald Logan has joined the firm’s headquarters as the CIO.

He brings more than 20 years of professional services IT experience to Friedman. Logan has held several leadership roles at a number of accounting firms, where he led analysis and re-engineering of business processes, identified and developed new tools, and reshaped physical infrastructure and network access, among many other initiatives.

In addition to helping ensure that systems and networks are leveraging industry best practices, Logan will track technology trends and help the firm plan for the rapidly changing advances in the profession.

“Don’s skillset speaks for itself. At Friedman, we strive to fill each seat with most exceptional individuals in the industry,” says co-MP Fred Berk. “There’s no doubt in my mind that Don will help further our current IT department’s already robust offerings to deliver the continued strategic and multi-faceted support that are much-needed in an ever-changing landscape.”

Logan says, “I look forward to demonstrating the power of looking globally at Friedman’s IT needs along with a strong understanding of the firm’s culture to best position its short- and long-term goals.”

SobelCo Admits Moghadam and Mellage as Partners

Mariana Moghadam

Mariana Moghadam

Sobel & Co. of Livingston, N.J., announced that Mariana Moghadam and John R. Mellage have been admitted to the partnership.

Both had already made significant contributions to the firm’s leadership group in their previous roles as senior managers, working with clients, colleagues and the community for several years.

“The SobelCo partnership team welcomes John and Mariana, acknowledging the depth of their technical skills but more importantly, their industry specific-knowledge and their business acumen,” says Alan Sobel, managing member of the firm. “We appreciate their insights and their pragmatic approach to providing clients with smart solutions to complicated and complex business challenges. Naming these two as new members was essential for us as we position the firm for a bright and prosperous future.”

John R. Mellage

John R. Mellage

Moghadam’s career has spanned more than two decades in public accounting, so when she joined SobelCo, she assumed the role of tax director along with a responsibility for directing the firm’s real estate practice. This dual role acknowledged her depth of experience in the real estate sector as well as her extensive tax background.

“I know that admission to the partnership of a public accounting firm is an accomplishment that takes commitment, dedication, perseverance, and hard work which I would not have been able to do without the help and guidance of the people surrounding me,” Moghadam says. “But I am truly most proud to be recognized for my internal role as a leader and mentor for our staff.”

Mellage says his passion for serving family businesses has been a key driver for his own career. “I have always been intrigued by the unique characteristics that families in business share. From their pride in the family reputation, to their approach to a long-term commitment that focuses on preserving the business for future generations, to their dedication to ensuring a lasting legacy, these families are not only the life-blood of our economy, they are the foundation of our firm.”

The understanding Mellage has regarding the challenges and opportunities facing mid-size, privately-held clients gives them a competitive advantage in today’s sophisticated market place, the firm says. Drawing on his abilities managing audits, compilations, reviews and other attestation engagements for clients of all sizes – from start-up entrepreneurs to established companies with revenue up to $400 million – has enabled him to have a meaningful impact, especially in the areas of retail, manufacturing/distribution, nonprofits and construction.

KPM CPAs and Advisors Names New Shareholders

Rebecca D. Harmon

Rebecca D. Harmon

Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) has announced that two professionals have been admitted as shareholders.

Rebecca D. Harmon has nearly 20 years of accounting experience and provides tax preparation and planning services to businesses and individuals.

Kristi L. Wilkins has nearly 20 years of accounting experience and helps lead the firm’s accounting outsourcing team. She specializes in accounting system design and implementation and assists clients with monthly accounting, financial reporting, payroll processing, tax services, and software set‐up and support.

MCM CPAs & Advisors and MCM Capital Markets Group Announce New Partners

Todd Hamilton

Todd Hamilton

Louisville, Ky.-based MCM CPAs & Advisors (FY17 net revenue of $54 million) has announced that Todd Hamilton and Angela Marshall have been admitted to the partnership group.

Hamilton will assume the role of assurance partner in the firm’s Louisville office. Marshall, will become a partner with MCM Capital Markets Group, an affiliate organization focused on providing mergers and acquisition consulting services. In their new roles, they will maintain their leadership roles within their particular industry niches, while expanding their efforts in new business development and support.

Hamilton’s primary focus is providing assurance services to clients in the manufacturing and distribution, transportation and logistics, distilled spirits, franchising and not-for-profit industries. In his new role as partner, he will be co-leading MCM’s transportation and logistics services team. He has been with MCM since 2007, though he has spent nearly 20 years in public accounting.

Angela Marshall

Angela Marshall

Marshall has been with MCM since 2015, working primarily in the firm’s Louisville and Cincinnati offices but generally providing transaction consulting services across the region. As a partner with MCM Capital Markets Group, her primary focus is in providing comprehensive investment banking and consulting services to companies engaging in the mergers and acquisition marketplace. In additional to public accounting experience, she has more than 20 years of experience in mergers and acquisitions, entrepreneurship, negotiation and strategy.

Novogradac & Company LLP Promotes Three to Partner

Roy Chou

Roy Chou

San Francisco-based Novogradac & Company (FY17 net revenue of $136.7 million) has admitted Roy Chou and Alvin Lee of the San Francisco office and Rebecca Darling of the metro Atlanta office to the partnership.

Novogradac, which specializes in affordable housing, community development, historic preservation, renewable energy and opportunity zones, has 59 partners in 28 cities.

“Their dedication to their clients and peers and knowledge in their respective areas of practice is a big part of the firm’s success,” says MP Michael J. Novogradac.

Chou has experience in real estate, affordable housing and community development, including new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and opportunity zones incentive transactions. He has worked extensively on financial projections models and forecasts, financial statement audits and tax return preparation. He also advises on accounting, tax, transaction structuring, compliance and regulatory matters.

Rebecca Darling

Rebecca Darling

Darling has experience in all areas of real estate accounting, with an emphasis in the NMTC, HTC and affordable housing sectors. She specializes in audit and taxation of NMTC and low-income housing tax credit (LIHTC) partnerships, including those subject to the auditing requirements of the U.S. Department of Housing and Urban Development.

Alvin Lee

Alvin Lee

Lee specializes in real estate and renewable energy transactions by providing audit, tax and consulting services for developers, syndicators and investors. He has extensive experience with financial modeling and financial statement reporting for renewable energy tax credit and LIHTC transactions with emphasis on investment accounting and partnership taxation.

Reynoso Joins MGO As Partner

Cesar Reynoso

Cesar Reynoso

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announces that Cesar Reynoso has joined the firm as an assurance partner in the Newport Beach, Calif., office.

He serves SEC registrants and other companies, using his expertise in the real estate and cannabis industries to help clients planning to go public or already listed on public exchanges in the U.S. Canada.

“Cesar’s expertise leading all aspects of audit and related services to some of the largest and most complex multi-national public SEC registrant companies is a significant addition to MGO’s team,” says Kevin O’Connell, CEO and MP.

Prior to joining MGO, Reynoso worked with several large firms where he focused on providing assurance service to SEC accelerated filers, public cannabis companies, large multi-national companies, private corporations and real estate companies.

Windham Brannon Names Suk Shareholder

Nicole Suk

Nicole Suk

Windham Brannon of Atlanta (FY17 net revenue of $25.4 million) has admitted principal Nicole Suk as a shareholder.

Suk has more than 20 years of experience working primarily with multi-state and multi-national corporate, partnership and high-net-worth clients. Prior to joining the firm in 2012, Suk spent 10 years with Tarpley & Underwood until its merger with Windham Brannon. She also spent time working for AGCO Corporation and Equifax.

Suk serves as the firm’s international tax practice leader, assisting domestic and internationally based companies with tax planning and compliance. She is particularly experienced with large global manufacturers.

“Nicole is an integral part of our tax department, bringing years of technical expertise, as well as effective client service and leadership, to Windham Brannon,” says CEO and MP Heidi LaMarca. “I couldn’t be more excited to add Nicole to this special group of leaders.”

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.