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Mauldin & Jenkins Partners Announce Retirement

Terry Henderson, Casey Stuart, David Holt and Larry Eddlemon will retire from Atlanta-based Mauldin & Jenkins LLC (FY15 net revenue of $46.4 million). After more than a collective 140 years of service, they are moving on to the next stage in their lives and their careers.

“Each of their contributions have been significant to the long-term success of our firm and to the individuals who have worked with them and learned from them during their careers,” says Donny Luker, MP of Mauldin & Jenkins. “There have been only 92 equity owners of M&J since 1918, and the 98 years of success would not have been possible except for the contributions of these individuals and many others like them.”

Henderson – Since joining M&J in 1977, Henderson has devoted much of his career to serving family-owned businesses. Industries served include wholesale distribution, real estate development and management, contractors, manufacturing and long-term health care. During his 39 years at Mauldin & Jenkins, Henderson was also the Macon, Ga., office PIC for more than 20 years.

Stuart – His experience covers many industries and types of business entities. He has spent a significant portion of his career serving financial institutions.

Holt – Holt has assisted and advised commercial clients in business formations, acquisitions and liquidations and has worked with individual tax clients in income tax planning, estate planning and general financial planning. He also has extensive experience in resolving federal and state tax examination issues for clients of the firm.

Eddlemon – His areas of expertise are in taxation of financial institutions, real estate entities, manufacturing companies and automobile dealerships.

Seven Partners Named at Mauldin & Jenkins

Atlanta-based Mauldin & Jenkins (FY15 net revenue of $46.4 million) has announced the appointment of seven new partners in the Atlanta, Macon, Ga., Chattanooga, Tenn., and Bradenton, Fla., offices.

“As the economy within our markets continues to heal, these partners allow us to continue our focus on growth, quality work and client service, which is the foundation of our 97 years of success,” says MP Donny Luker.

Bob Heuel

Bob Heuel

The new partners are:

Bob Heuel – Atlanta

Heuel’s focus is individual income tax compliance and planning. He also works with closely held companies and employee benefit plans. He joined M&J in 2008 and has over 15 years of experience in public accounting.

James Bence

James Bence

 

James Bence Atlanta

Bence primarily serves a wide range of state and local governmental entities and has worked solely with governments since joining the firm in 2003.

 

Matt Hill

Matt Hill

Matt Hill – Chattanooga

Hill has over 16 years of experience in public accounting, all with M&J, serving a wide range of clients in the public services industry. His experience with the firm covers a variety of state and local government organizations.

 

Dianne Kopczynski

Dianne Kopczynski

 

Dianne Kopczynski – Bradenton

Kopcznski has over 20 years of auditing experience in the financial institution, higher education, not-for-profit, employee benefit plan, construction and various for profit industries. She is also a Certified Internal Auditor.

 

Christian Bennett

Christian Bennett

Christian Bennett – Chattanooga

Bennett focuses on providing auditing, accounting and consulting services for financial institutions, not-for-profit organizations and employee benefit plans.

 

 

Carl Garner – Atlanta

Carl Garner

Carl Garner

Garner has focused his career on taxation of closely held businesses, high-net-worth individuals and non-profits. He is a firmwide tax resource in mergers and acquisitions, tax controversy and real estate. He represents individuals, corporations, partnerships and non-profit entities before the Internal Revenue Service and the Georgia Department of Revenue at both the examination and appellate levels. He has served as an expert witness for tax matters in U.S. District Court and the U.S. Bankruptcy Court.

 

David Irwin

David Irwin

David Irwin – Macon

Irwin has over 12 years of experience in public accounting, all with M&J, serving a wide range of clients in the public services industry. His experience with the firm covers a variety of state and local government organizations.

Mauldin & Jenkins Admits Two New Partners

Time Carlisle

Tim Carlisle

Atlanta-based Mauldin & Jenkins (FY13 net revenue of $38.8 million), an IPA 100 firm, admitted Tim Carlisle and Meredith Smith to partnership on Jan. 3. Both are serving clients out of the Birmingham, Ala., office.

Carlisle’s practice focuses on providing income tax compliance services to individuals, businesses, trusts and estates. He also assists clients with their various tax and financial planning needs. His industry experience includes medical, publishing, pharmaceuticals and professional services.

Meredith Smith

Meredith Smith

Smith’s industry experience includes medical, information technology, manufacturing, wholesale distribution and various other businesses. She provides these clients with services, including assisting with business start‐ups, filing for not‐for‐profit status, review of not‐for‐profit returns, tax and business planning services, outsourced controller services, and review of tax returns for multi‐state organizations with complex structures and individual income tax services.

Howell Admitted as Partner at Mauldin & Jenkins

Aleisa K. Howell has been admitted as a partner at Atlanta-based Mauldin & Jenkins (FY13 net revenues of $38.8 million).

With the firm since 2009, Howell specialized in the not-for-profit and governmental practice for KPMG. “Aleisa has been a major contributor to the success in our not-for-profit practice and she is a significant resource for our firm,” says MP Donny Luker.

Mauldin & Jenkins Acquires Chattanooga Firm

Atlanta, Ga.-based Mauldin & Jenkins (M&J) (FY12 net revenue $38.5 million) announces the addition of Hazlett, Lewis & Bieter of Chattanooga, Tenn. Hazlett, Lewis, & Bieter has a strong financial institution and entrepreneurial services practices. All partners of H L&B will join M&J. Firm MP Warren McEwen will serve as PIC of M&J’s Chattanooga operations. M&J will relocate several partners and staff, who specialize in governmental and banking services, to the Chattanooga area.

M&J MP Donny Luker says, “Together, we have a stronger and broader resource base from which to draw in order to provide services to our clients, and through the market expansion to offer more opportunities for our people and partners.”

As a result of the combination, expected to close by June 1, M&J will have approximately $46 million in net fees, 45 partners and approximately 280 people.

Mauldin & Jenkins Expands Footprint

Atlanta-based Mauldin & Jenkins (FY10 net revenue of $32.5 million) acquired CPA Associates, Bradenton, Fla. and Evers & Fox of Atlanta. M&J’s estimated revenues will be $41 million, with a total of 43 partners and 240 staff.

Jerry Marlar, MP of CPA Associates will remain with the firm as a PIC of M&Js’ Bradenton, Fla., operations. M&J will relocate three partners to the newly acquired Bradenton, office. Evers & Fox brings two partners and seven staff to the deal.

Mauldin & Jenkins Names New MP, Admits New Partners

Atlanta-based Mauldin & Jenkins (FY09 net revenue of $32.2 million) named Donald Luker the firm’s new MP. Luker is replacing Elton Wolf.

“I am proud to be given the opportunity to lead Mauldin & Jenkins, especially in these difficult times, says Luker. Our focus on providing quality service for our clients and growth opportunities for our partners and staff has proven to work in good times and challenging times. It is the challenging times that often provide the most opportunity. Our clients need us now more than ever and we want to be a major part of their success.”

Luker joined Mauldin & Jenkins in 1981 as a staff accountant. Since 1982, he has served the firm’s financial institution clients and has held leadership positions, including partner-in-charge of the firm’s Atlanta office from 2000 until 2008, PIC of the firm’s bank consulting practice from 1996 until 2000 and deputy managing partner from 2003 until 2009. He also has served six three year terms on the firm’s Board of Directors/Executive Committee.

The firm also named Greg Morgan as PIC of the firm’s Atlanta office. Also admitted to partner were William Curtis, Birmingham, Ala., Douglas Moses, Atlanta, and Christy Tinsley, Albany, Ga.

Mauldin & Jenkins Names New MP, New PIC and Adds Three to The Partner Ranks

Atlanta-based Mauldin & Jenkins (FY09 net revenue of $32.2 million) has named Donald Luker, the firm’s new MP. Luker is replacing Elton Wolf as MP.

The firm also named Greg Morgan as PIC of the firm’s Atlanta office. William Curtis, Birmingham, Ala., Douglas Moses, Atlanta, and Christy Tinsley, Albany, Ga., were admitted to partner.

IPA INSIDER: April 2019 News

Listed below are the Top 10 most-read stories on the INSIDE Public Accounting blog for the month of April.

  1. CohnReznick Former Chairman and CEO Passes Away
  2. BDO’s Merger, Growth into Biopharmaceuticals Explained
  3. Ilse Rew Joins Briggs & Veselka as COO
  4. Mauldin & Jenkins Acquires Jon Campbell & Associates
  5. Grant Thornton’s Tax Practice Embraces Data Visualization
  6. Grant Thornton Recognizes Its Rising Stars
  7. Allinial Global Welcomes New Member
  8. WSJ: Former Partner at KPMG Faces Trial in PCAOB Scandal
  9. BDO USA Acquires BioProcess Technology Consultants
  10. Center for Audit Quality Names New Executive Director

Former AICPA Chair, Tommye Barie, Joins Succession Institute

Tommye E. Barie

Tommye E. Barie has joined the Succession Institute as senior consulting shareholder.

Barie has served as a partner assisting not-for-profit and government clients at Atlanta-based Mauldin & Jenkins (FY18 net revenue of $50.6 million) as well as chair of the AICPA for 2014-2015. She currently represents the U.S. as a board member of the International Federation of Accountants (IFAC) and serves on the Board of the National Association of State Boards of Accountancy’s Center for Public Trust.

William (Bill) Reeb, CEO of Succession Institute and a 2018 IPA Most Recommended Consultant, says he has enjoyed working with Barie through the AICPA. “We couldn’t be more excited about her joining us at SI given her breadth of skills, experience and leadership attributes.”

Dominic Cingoranelli, executive vice president of consulting services at Succession Institute, says, “She is terrific, and with her awesome background in the profession, Tommye will be a key resource for our clients.”