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Andersen Tax Admits Managing Director McKinney to the New York Office

San Francisco-based Andersen Tax announced that Brad McKinney has been admitted as managing director in the New York City office. He will be joining the private client services group.

Prior to Andersen Tax, McKinney was a partner at Raich Ende Malter & Co. in the firm’s private wealth services group. He specializes in providing consulting services to high-net-worth individuals, fiduciary and estate planning, multi-generational family income tax planning, global tax planning and wealth transfer services.

McKinney has more than 20 years of experience working with real estate professionals, including due diligence, advisory, structuring and planning. He has extensive experience working with business clients in manufacturing, retail and construction both at the federal and state levels. He also advises clients on tax issues surrounding divorce and matrimonial tax matters.

“Brad has significant experience in entity structuring and business. Our clients will certainly benefit from his expertise in international tax matters, including expatriation planning,” says CEO Mark Vorsatz.

Jerry DesRoches, managing director in the New York office, says of McKinney, “He is exceptionally skilled at the integration of family and business tax planning, which will make him a huge asset to the firm.”

People in the News: April 1

Davis Promoted To Director Of Practice Growth At Rea & Associates

Becca Davis

Becca Davis

New Philadelphia, Ohio-based Rea & Associates (FY12 net revenue of $31.2 million), an IPA 100 firm, admitted Becca Davis as director of practice growth. In her new role, she is responsible for leading the firm’s marketing and business development efforts, guiding strategy for each of the firm’s 11 offices, as well as 12 special service and niche markets.

“Becca’s constant ‘can-do’ attitude, coupled with her strong work ethic and keen business sense make Becca the perfect fit for her new role as director of practice growth for our firm,” says Lee Beall, CEO. “We’re proud of Becca and what she has accomplished in her nine years here at Rea, and we’re excited to see where she’ll take us in the future as leader of the practice growth team.”

Davis began her career with Rea & Associates in 2005, and was promoted to practice growth manager in 2010. Since starting with Rea, she has specialized in marketing services including graphic design, proposal writing and working with Rea’s specialty practice groups.


Habif, Arogeti & Wynne Admits New Partner

Scott Hutchinson

Scott Hutchinson

Habif, Arogeti & Wynne (HA&W) (FY12 net revenue of $60.3 million) of Atlanta admitted Scott Hutchinson as an audit partner. Hutchinson’s selection is a key component to HA&W’s growth strategy, which will be fully implemented over the next few years under the leadership of Richard Kopelman who took the helm at HA&W on Jan. 1, 2013.



Plante Moran Partner Receives Award from Ethics Organization

The NASBA Center for the Public Trust (CPT) presented Beth Bialy, a partner with Southfield, Mich.-based Plante Moran (FY13 net revenue of $411.3 million) with the Being a Difference Award at a recent breakfast banquet.

Beth Bialy

Beth Bialy

The presentation banquet was hosted by the Michigan Society of CPAs. The award was presented by CPT Founder, David Costello, and Alfonzo Alexander, CPT President.

Established in 2006, the CPT’s Being a Difference Award honors four individuals annually for their exceptional contributions to ethical leadership in business and community impact. Recipients are selected by a national committee focused on identifying individuals who go beyond their expected responsibilities to be a positive influence in their professional and personal endeavors.

Bialy has worked with Plante Moran for 25 years and specializes in local government auditing and consulting where, according to her coworkers, she has consistently demonstrated unwavering integrity. At Plante Moran, among other accomplishments, she developed a pilot program to establish career mentorship for female associates in the firm. She’s also served as chair of the Michigan State Board of Accountancy (MSBA) under the appointment of two governors. Under her leadership, the MSBA added whistleblower protection policies and made unlicensed activity a felony.

“In addition to her accomplishments is the fact that she inspires others to do the right thing,” says Alexander. Bialy was nominated by one of her colleagues, also a partner in the firm.


Raich Ende Malter & Co Admits Two Partners

New York-based Raich Ende Malter & Co. (FY12 net revenue of $37.3 million) admitted David Maybaum and Michele Maybaum as partners.

Prior to joining Raich Ende Malter & Co. LLP, Maybaum co-founded an accounting firm with his daughter, Michele. Together, they developed their firm over 25 years, serving clients in Long Island and the New York City metropolitan area.

Michele Maybaum has over 25 years of expertise in profitability consulting, business advisory services, and planning for closely held and family-owned businesses. She specializes in industries such as health care, professional service firms, manufacturing, wholesale and distribution, retail, real estate, insurance, and financing. She is now based in the firm’s headquarters, in New York City.

David Maybaum, working from the firm’s Long Island office, will provide tax and advisory services to small businesses and family-owned businesses. He has over 40 years of experience working with professional service firms, health care professionals, real estate professionals and their operating companies, as well as startups in the technology sector.


CPA Opens New Firm in Richardson, Texas

G Milton Bulloch

G Milton Bulloch

G. Milton Bulloch CPA, PLLC is celebrating the opening of his new accountancy firm in Richardson, Texas, serving the Dallas area with a full range of financial services to individuals and businesses.

Having welcomed his first client on Dec. 1, 2013, Bulloch is quickly earning a reputation in his community for practical and professional financial advice that helps both individuals and business owners manage their financial success.

Bulloch has worked for many years as a business advisor for a wide range of companies, both large and small. In 2013, he decided to use his expertise to strike out on his own.



The IPA 100 Movers And Shakers

INSIDE Public Accounting congratulates Birmingham, Ala.-based Warren Averett LLP, which made the largest jump on the IPA 100 list. Coming in at No. 36 this year due to a three-way merger, WA moves up 34 positions in the rankings in IPA’s 22nd annual report on the nation’s largest 100 firms.

Jericho, N.Y.-based Grassi and Co. (No. 83) debuted on the IPA 100 list with a 29-position jump (No. 112 in ’11) due to both merger activity and double-digit organic growth.

Wilmington, Del.-based The Siegfried Group shot up 22 positions to land at No. 48.

Debuting this year is New York-based Raich Ende Malter & Co. LLP (No. 111 in ’11) a jump of 20 positions to land at No. 91 and Atlanta-based Mauldin & Jenkins moved 14 positions to No. 77.

View the entire list.

Double-Digit Growth Still Possible For The Top 100

In the current environment, 10% growth among the IPA 100 firms continues to be a metric that is the envy of their peers. Single-minded focus on growing industry niches and deepening expertise are the hallmarks of those firms excelling. Wilmington, Del.-based The Siegfried Group, the fastest-growing IPA 100 firm, has made the most of an alternative business model.

The firm’s resourcing practice is unique. Firm employees are placed with clients to help them with “strategically significant” work, so the firm’s rates of growth and decline are magnified depending on which way the economic growth curve is pointing. According to the AICPA, any firm that is predominantly owned by licensed CPAs is considered a CPA firm.

The Siegfried Group made its debut in 2005 at $40 million. By 2007, they grew to $86 million. In 2009, Siegfried dropped by more than half to $38.9 million. Two years later, Siegfried regained ground to come in at No. 48, with $65.4 million in net revenues.

The remaining top 10, including two ties, are: New York-based Raich Ende Malter & Co. and Lancaster-Pa.-based Reinsel Kuntz Lesher, both at 18.2% growth; San Ramon, Calif.-based Armanino McKenna at 17.6%; Fort Worth, Texas-based Whitley Penn at 17.2%; Portland, Maine-based BerryDunn at 14.8%; Jericho, N.Y.-based Grassi & Co. at 12.0%; Providence, R.I.-based Kahn, Litwin, Renza & Co., at 11.7%; Roseland, N.J.-based Rothstein Kass at 11.3%; and San Francisco-based Novogradac & Co. and Rockville, Md.-based Aronson, both experiencing 10.0% growth.

See the entire IPA Top 100.