Accounting Energy 50 A-H – NJBIZ
Karen Artasanchez
Artasanchez is a “wicked smart” individual who “steps in and leads, and is also a caring mentor and job product,” in accordance to colleagues. A partner in WilkinGuttenplan’s tax section, she’s also a valued member of the firm’s Banking and Lawyer Teams, a Six Sigma Green Belt, and an integral section of the firm’s process advancement team. Artasanchez leverages her in depth knowledge in tax consulting, strategic organizing and compliance expert services to help carefully-held firms and their entrepreneurs, with clients that incorporate rising and established organizations in the production, daily life sciences and pharma, expert support, serious estate, technological know-how, and foodstuff company industries. As component of the WilkinGuttenplan International Tax Group, Artasanchez interacts with multinational firms in Asia, Latin The usa and Europe, assisting shoppers handle the elaborate tax compliance specifications that stem from obtaining a international affiliate. She’s also formulated an knowledge in mergers and acquisitions, performing with purchasers on both equally the acquire-aspect and provide-facet, frequently aiding with structuring bargains, examining tax implications of a transaction, and operating due diligence procedures. Artasanchez’s name extends further than the business: she joined a statewide endeavor force that aided Gov. Phil Murphy develop an alternate when rigid restrictions put on SALT (State and Community Tax) deductions threatened to hammer New Jersey people. On top of that, she shares her awareness throughout a variety of matters in films created by businesses like NJCPA and the New Jersey chapter of the Affiliation for Corporate Expansion.
Glen Bellomy
Bellomy has labored with dining establishments, meals and beverage and retail enterprises for almost a few a long time, aiding them to secure financing, improve tax rewards, fully grasp the continually changing rules and code, and get their ducks in a row for mergers or acquisitions when small business lifestyle cycles allow. As observe leader of Withum’s consumer merchandise products and services group, he’s a go-to man for restaurants, food items and beverage providers and retail firms to tackle troubles head-on and he has experience in the construction, distribution, production and professional products and services industries. New Jersey Food stuff Council President Linda Doherty known as him an active chief on food items insecurity challenges and a supporter of the foodstuff association community.
James Blake
Mazars USA’s 2019 “yearbook” was titled “Striking the stability,” and COO James Blake unquestionably exemplifies that concept. This February, he was identified in the NJBIZ 2021 Leaders in Finance awards. An accounting veteran with far more than 25 years of knowledge, Blake is a member of the firm’s government board and a business board member of Mazars Group and serves as chairman of the Praxity North The united states accounting and consulting alliance. During his tenure, Blake has focused on the middle current market with a well balanced set of clientele that include domestic providers and world importers and exporters. He carries that stability around to his have administration design and style, which he touts as one particular that encourages a culture of open interaction and collaboration.
James Bourke Jr.
Bourke is managing director for Advisory Companies at Withum. He is regarded for improvements in the technological and electronic house and was named to the NJBIZ 2020 Accounting Energy 50. In 2019, he won an NJBIZ Digi-Tech Innovator Award for enhancing in general productiveness and overall performance at his company. Bourke has been an lively member of the NJCPA for a long time, possessing earlier served as president, as very well as the previous Monmouth/Ocean Chapter president. In accordance to Withum, he is a sought-immediately after speaker on issues involving technological innovation, the job and small business advice. Bourke has keynoted and presented at conferences all around the globe to a wide range of business teams.
Harry Carpenter
Carpenter is a associate in the Livingston business office of Citrin Cooperman in which he serves as the New Jersey follow leader and co-chairman of the firm’s Cannabis Advisory Expert services Exercise. He provides a broad assortment of accounting, audit, and consulting products and services to non-public shoppers in a variety of specialised industries, which include the rising hashish business, production and distribution, staffing, serious estate, building, architecture and engineering, and lifetime sciences. Carpenter specializes in audits, assessments, compilations, and consultation on basic accounting, company approach, functions, budgeting and forecasts, and interior controls.
Anthony Castellano
Right after some 20 several years at the assurance, tax, and monetary advisory company BDO, Castellano’s administration type is still evolving. When the COVID-19 pandemic strike, the traditional management design had to rapidly modify — and switching to a remote-get the job done product intended a creating more “individual and team connection points, with extra digital occasions for BDO customers and shoppers.” As Woodbridge Assurance Office environment Handling Lover, Castellano is liable for overseeing the office’s audit exercise enhancement, which ranges from consumer gratification to worker recruitment and retention — and he’s aiding the team to navigate technological and other improvements within just the job. One major development is “continuous auditing,” which is transferring auditors away from a “rear-view mirror” evaluation of transactions to a true-time method that may possibly enable shoppers in New Jersey and outside of to capture glitches speedier and, perhaps, support to block fraudulent and other unauthorized transactions before they can injury a company’s finances or functions. Castellano is also leading his crew into uncharted waters as the accounting occupation grapples with a new addition to economical assertion disclosures and estimates: ESG, or Environmental, Social and Governance. Developing worry around concerns like local weather alter and gender-and-racial equality is driving additional publicly held providers — alongside with accounting’s conventional-placing Financial Accounting Standards Board — to contemplate strategies to measure and disclose how businesses are responding to everything from warming temperatures to minority board and other illustration.
Jeffrey Christakos
Christakos chairs the Accounting Division at Monmouth University, makes regular media appearances and has won a number of awards for his work as an educator. Most recently, the NJCPA presented him with the Outstanding Educator Award for his get the job done in advancing the occupation. As a school professor, he encourages college students to be their most effective and operates to frequently make improvements to the school’s accounting application. He established a Fiscal Planning Club and begun the faculty on the path to obtaining a Licensed Economic Setting up Board-accepted program. Christakos also was selected to be the initially non-Ph.D. division chair in current historical past of the Leon Hess Organization University.
Joseph Damiano
Beneath Damiano’s tenure as controlling spouse, Sax LLP has been introducing to its roster of follow areas to retain and enhance its consumer-centered products and services and insert benefit as over-all small business advisors. Moving outside of compliance-linked routines, the agency has added financial investment banking advisory, outsourced CFO, HR consulting, cannabis, technological know-how and cybersecurity tactics – quite a few inside of the final 12 months. Under Joe’s leadership, Sax’s prosperity management arm, Sax Wealth Advisors, has also exceeded in excess of $1.5 billion in belongings less than management and was a short while ago ranked in the prime 50 CPA Firms by AUM nationally. But even as the organization grows — Sax was lately ranked as the 95th-major U.S. accounting agency by just one market publication but their objective is to be a Best 75 business — Damiano has preserved a focus on family owned and intently held businesses while striving to offer exemplary services that retains purchasers psyched to do the job with Sax. And even though he’s fully commited to growth, Damiano also seeks a careful harmony in between natural growth and M&A. The thought, he has mentioned, is to guarantee that any M&A lover displays Sax’s tradition, knowing clients’ vision and delivering answers that exceed their anticipations when encouraging to assure their achievement.
Carolyn D’Anna
In 2020, when she was a spouse at a single of New Jersey’s largest CPA firms, D’Anna resolved it was a time to retire. It must’ve been a single of the shortest retirements on report, because a 7 days or so later on she was conversing to SobelCo Managing Member Alan D. Sobel about becoming a member of the organization. Soon after that she arrived on board as its 1st
COO. D’Anna “sets the ideal tone as a important member of the NJCPA, of the 175-person agency, and as a role model and mentor for women and minorities,” suggests a colleague. The COVID-19 pandemic was nevertheless raging when D’Anna joined SobelCo, but she quickly swung into action, making and reinforcing inside and exterior associations pretty much by means of Groups videoconferencing and bolstering firm morale.
Her formal responsibilities contain overseeing Finance, Internet marketing, IT, HR and administrative features — “she’s immediately built a constructive impact as an influential govt in the firm supplying essential management,” claimed one observer. D’Anna has enabled SobelCo to run even more effectively, adhering to the firm’s quick-time period ideas when successfully executing lengthy-time period methods, and releasing up sources to focus on the firm’s best priorities, delivering a larger degree of transparency and accelerating the evolution of its current devices and protocols.
Scott Derco
Derco, construction market follow co-chief at Citrin Cooperman, serves as president and at present on the board of one particular of the premier and most recognized building businesses in the U.S. He has spoken in front of several market associations, created content articles, and is nicely-regarded in construction and genuine estate circles. As an advisor, Derco has built an impression on a diverse consumer foundation consisting of closely held companies and substantial internet truly worth people today. His expertise crosses above various industries, which includes producing/distribution, and engineering, as perfectly as other specialised industries. Derco specializes in strategic setting up for organizations and their stockholders, designed to minimize taxable revenue, lower publicity to threat, and increase profitability and foreseeable future advancement.
Nicole M. DeRosa
A senior tax manager at Wiss & Co., DeRosa has much more than 12 yrs of community accounting practical experience, specializing in tax challenges for men and women and carefully held enterprises. In addition to doing work with clients in a variety of industries, she also teaches different continuing schooling courses for Surgent CPE and the AICPA. Since of DeRosa’s intensive tax expertise, she is a valuable resource for “all things tax” and frequently assists shoppers with federal and state tax controversy matters. In 2015, she was named to NJCPA’s “30 Underneath 30” record and In 2019 she received a “Women to Watch” Ovation Award which recognizes the growth and achievement of woman customers for their management commitment to fostering the good results of fellow experts.
Andrea Diaz
Diaz became a lover at SKC & Co. CPAs in 2020, as the COVID-19 pandemic was peaking — and instantly immersed herself in a time-significant endeavor: ensuring that absolutely everyone at the business had acceptable remote accessibility to tax information and other info. She executed a paperless method for the agency so all data could be accessed remotely, without a want for paper data files made a server folder to centralize information and aided allocate assignments to ensure an uninterrupted workflow. Diaz and her associates also pored by means of hundreds of internet pages of new tax guidelines and straight away disseminated the facts to clients so that they were not in the darkish. Diaz’s colleagues say she brings “energy” to the firm, and her expertise, perception and professionalism elevate the bar for absolutely everyone there. She proceeds to preserve consumers and firm users shut, maintaining traces of conversation by way of the on the internet SKC Week in Review, and by producing herself out there as a coach on a wide range of enhancement, complex and other problems for clients and for company members. Internally, Diaz aligns with the greater part-women of all ages firm’s culture, acting as a mentor, and embracing flextime arrangements, in-residence daycare, limitless PTO — for the duration of occupied time — and other programs that enable staff members to get perform accomplished devoid of sacrificing time with spouse and children and other liked types.
Howard Dorman
Dorman has led the food and beverage follow at Mazars given that his little organization merged into the company a number of several years in the past. With knowledge created from 40-additionally many years of practice, he prospects a group of 20 specialists offering tax and accounting expert services to all around 250 clientele in all corners of the foodstuff and beverage house, including importers, producers, distributors, exporters, foods support, retail and dining establishments, such as franchisors and franchisees. He explained to NJBIZ previous 12 months that his enthusiasm is cultivating talent from under and that his legacy is the younger accountants he brought into the follow. “It’s the seeds you sow,” Dorman mentioned. “It was hardly ever about me.” His Food For Communicate podcast, started off mid-pandemic, is going strong, now more than 30 episodes in featuring food items company gurus like Marc Oshims of AeroFarms and Michelle Retik of B.A.D. Food stuff Co.
Tracey Early and David Untracht
The pair established Florham Park’s Untracht Early when they ended up both of those in their early 30s and have expanded it to 150 persons in three locations, serving significant-profile purchasers – substantial net worth persons and those people in the alternative expenditure place (competing with companies a lot more substantial than their own for this work, and typically profitable it). The company suggests it focuses on emphasize the consulting capabilities of its engagements and its industry experts act as typical small business and economic advisors. Its clientele rely on Untracht Early not only for accounting guidance but also for input on general business issues, tax procedures and strategic setting up.
Travis Epp
In accordance to just one insider, Epp is a “skilled collaborator and engaged marketer at all concentrations for food stuff corporations.” He co-manages the food organization observe at EisnerAmper. Epp is an audit spouse and the associate-in-charge of EisnerAmper’s manufacturing and distribution team, exactly where he focuses on non-public businesses in the center market place. In a previous job, Epp was a senior money officer at a family enterprise wherever he was the certifying fiscal officer for two publicly traded organizations. Epp is an lively member on the Money Government Worldwide community, a Morristown-dependent organization for senior-stage monetary executives, exactly where he earlier served on the Board of Directors and was past president of the New Jersey Chapter.
Marge Filippelli
Filippelli is a managing lover at Marcum’s Roseland workplace and a member of the Actual Estate Team. She offers decades of experience in the true estate field, having carried out get the job done on economic statement audits, evaluations, compilations for office environment, household, retail, lodge, industrial homes and investment providers. Filippelli also handles acquisition because of diligence, exclusive-purpose audits which includes operating costs and agreed-on procedures reports. Prior to joining Marcum, Filippelli was a companion with Cornerstone Accounting Group LLP when the two firms merged in 2013. She is an active member of both equally the New Jersey Modern society of Accredited Public Accountants and the American Institute of Qualified General public Accountants and is also a member of the National Council of Serious Estate Expenditure Fiduciaries (NCREIF).
Phillip Goldstein
Early on throughout the COVID pandemic, a North Jersey county executive desired to shut down all corporations, which includes CPA companies. Fortunately for the practitioners, CEO Goldstein sits on an NJCPA political action committee and he, along with other crucial associates, quickly huddled with Gov. Phil Murphy, who ultimately incorporated CPAs as important businesses. That’s regular of Goldstein’s fingers-on leadership approach, which leverages his audit, accounting and business enterprise know-how in these kinds of industries as development, production, actual estate, skilled organizations, health care, retail, wholesale, publishing, promotion and banking.
Goldstein heads the firm’s Design Companies Group, and he’s a member of the firm’s Regulation Firm Expert services Team, responsible for the setting up and coordination of financial reporting products and services for legal professionals and law corporations. His content that look regularly in global, countrywide and neighborhood publications. Goldstein Lieberman & Co. now employs far more than 100 gurus, but Goldstein nonetheless remembers his roots, “when we were 1st starting up out and had to scramble to meet payroll.” That form of background would make him a natural when it arrives to operating with the firm’s a lot of household owned and intently held business clients, the place he has to be a psychologist as effectively as an accountant to enable them work out troubles.
Michael Hochman
Hochman is the New Jersey business office sector co-chief and govt committee member at Grassi. He brings a lot more than 30 many years of experience to the firm in tax preparing and return planning for organizations, individuals, and partnerships and represents purchasers in advance of both of those federal and point out taxing authorities. Hochman maintains a vast customer base reflecting a large spectrum of industries, together with construction, producing and distribution, and actual estate. Doing work closely with the construction observe at Grassi, Hochman is claimed to have a apparent being familiar with of the in-depth know-how expected for the distinctive accounting and tax requirements of the building field.