Professionals on the Go: Feb. 2021
Professionals on the shift is a spherical-up of recent promotions and news in the accounting occupation.
Baker Newman Noyes Earns ClearlyRated’s Finest of Accounting Award for 3rd Consecutive Calendar year
Baker Newman Noyes (BNN), a nationally recognized, major 100 tax, assurance and advisory business, declared that the organization has acquired ClearlyRated’s Best of Accounting™ award for furnishing excellent consumer support for the 3rd consecutive year. Finest of Accounting™ is an field award recognizing general public accounting companies that have shown outstanding provider top quality centered completely on pleasure ratings furnished by their consumers.
BNN obtained a Internet Promoter® Rating of 86, a lot more than three situations the industry’s normal of 23 in 2020. Moreover, BNN received gratification scores of 9 or 10 out of 10 from 89% of purchasers, noticeably higher than the industry’s ordinary of 43% in 2020 and received scores from 20% of consumers, supplying a complete perspective into the large-excellent provider furnished throughout the firm.
Nathan Wechsler Announces New Principal
The regional accounting firm of Nathan Wechsler & Business, PA is pleased to announce the promotion of Matthew Nadeau, CPA, CVA, CFE.
Nadeau grew to become familiar with Nathan Wechsler in 2009, when he very first joined the firm as an intern. Following graduating from university, he used just under two several years with a Huge 4 agency prior to joining the Nathan Wechsler staff fulltime in 2012 as an associate. With this advertising, which will go into impact in the summer of 2021, Nadeau requires on the position of principal. A nicely-rounded skilled, Nadeau performs on all phases of audit and tax engagements, including preparing, planning fiscal statements, and formulating income tax returns.
In 2010, Nadeau graduated from Bentley University, earning a Bachelor of Science in Company Finance and Accounting. He went on to analyze at Stetson College, graduating in 2011 with a Master of Science in Accounting. An energetic participant in the experienced neighborhood, Nadeau is presently affiliated with the American Institute of Qualified Public Accountants (AICPA) and the New Hampshire Society of Qualified Community Accountants (NHSCPA). He is the immediate earlier President and current Board Member of Second Begin in Harmony, NH.
UHY Advisors Announces New Controlling Director
UHY Advisors announced John Ferro has been employed as a Managing Director in the firm’s Small business Valuation Group. Dependent in New York, NY, Ferro advises clientele on a variety of valuation challenges, such as their company finance, restructuring, and IPO wants.
Ferro has around 37 decades of working experience supplying economical advisory companies which includes valuation, corporate finance, restructuring, and accounting, focusing on valuation services, monetary and tax reporting, and guidance for transactions and M&A, as perfectly as enterprise restructurings, reorganizations, and litigation.
Ferro is a member of the American Institute of Certified General public Accountants and the New York State Culture of Licensed General public Accountants. He is a licensed CPA in the state of New York and holds further ABV, CEIV, and CVA certifications. Ferro retains a B.S. in accounting from St. Francis College.
UHY Expands Farmington Leadership with Promotions of Two Females
UHY Advisors (“UHY”) introduced the marketing of Stacy Farber and Neha Nathwani to Principal. Equally Farber and Nathwani started this past calendar year in June and August, respectively. Farber operates with purchasers to deal with their audit demands and Nathwani advises shoppers in regard to tax challenges, with equally giving company arranging and advisory services to middle-current market consumers in the firm’s northeast area.
Farber provides more than two decades of financial management and auditing experience. Moreover, Farber performs compilations, opinions and audits for consumers in the manufacturing and distribution, retail and not-for-profit industries, as effectively as worker benefit system audits, across a variety of industries.
Nathwani retains a decade of tax practical experience in the accounting occupation and provides tax preparation solutions to enterprises and individuals and develops tax-productive tactics with a concentration in dental and physician groups such as multi-specialty practices.
Farber holds a B.S. in Economical Accounting and Psychology from Bryant College, though Nathwani holds an M.S. in Taxation from Baruch College or university.
Withum Welcomes Bill Bradshaw in New Director of Inclusion and Diversity Part
Withum, a nationally ranked Major 25 advisory and accounting agency with company workplaces primarily based in Princeton, NJ, appointed Invoice Bradshaw as the Firm’s to start with Director of Inclusion and Range.
The Director of Inclusion and Range will head the Firm’s I&D Initiatives by overseeing its system and objectives, like advancing diverse leaders, fostering an inclusive office, and collaborating with management to present broad views and ground breaking customer solutions.
Monthly bill joins Withum from his most recent purpose on the Nationwide Inclusion and Diversity Team at a Huge 4 business. He labored across multi-dimensions of variety and has collaborated with leaders at all concentrations. He is a sought immediately after thought leader in the I&D space and was named to the 2019 NJ Out 100 Power List for his operate in main LGBTQ workplace inclusion.
Seim Johnson Welcomes New Employees Accountant
Seim Johnson fortunately welcomes the addition of Trey Taubenheim to the organization as a tax associate.
Formerly a tax and audit intern at Seim Johnson, Taubenheim will now function whole-time in the tax section to get ready and reconcile particular person, company, nonprofit, and minimal liability corporation tax returns. A graduate of the University of Nebraska at Kearney, Taubenheim graduated in 2020 with a bachelor’s diploma in business enterprise administration.
RubinBrown Welcomes Mike Drevline as Companion
RubinBrown, a single of the nation’s major 50 accounting and business consulting corporations, lately welcomed Mike Drevline as Husband or wife in the Business Advisory Expert services Group in the Chicago workplace.
Mike has around 25 years of technology, cyber security, chance management, general public sector consulting and customer development encounter. He received this working experience throughout his tenure with Hewitt Associates (acquired by Aon Corporation), several Office of Defense places of work and initiatives, and as a tier-1 contracting leader for U.S. intelligence organizations (CONUS/OCONUS). Mike also served in the U.S. Military Exclusive Forces (12th & 20th Exclusive Forces Groups, USASOC, SOCOM).
Mike retains a Bachelor of Science in Small business Administration and Accounting from Roosevelt College.
IRS names Sieger to long lasting position of CIO
The Inner Earnings Service a short while ago announced that Nancy Sieger has been chosen as the Main Facts Officer. She has served as acting CIO because June 2019.
Sieger is accountable for all areas of IT devices that operate the nation’s tax infrastructure. She oversees the 7,000-man or woman IT business that maintains hundreds of programs and supports the processing of tens of millions of tax returns each year. A graduate of the IRS 2004 Government Development class, Nancy has a potent business background. Prior to becoming a member of the IT group, she served in quite a few headquarters and subject positions in both equally Wage and Investment decision and Compact Organization/Self Used Working Divisions. Sieger is the recipient of Fed Scoop 50 awards for exemplary Federal Leadership, a Gears of Authorities President’s Award and is a graduate of the College of Maryland.
Jeffrey Hendel Named to Forbes List of Ideal In-Condition Prosperity Advisors
Jeffrey Hendel, President & CEO, of Hendel Wealth Administration Group was among the Raymond James-affiliated advisors named to the Forbes checklist of Ideal-In-State Wealth Advisors. The checklist, which acknowledges advisors from nationwide, regional and unbiased companies, was released on line February 11, 2021.
The Forbes ranking of Greatest-In-State Wealth Advisors, produced by SHOOK Investigate, is dependent on an algorithm of qualitative conditions, generally obtained by way of phone and in-individual due diligence interviews, and quantitative facts. People advisors that are regarded as have a minimal of 7 years’ practical experience, and the algorithm weights factors like earnings traits, property under management, compliance information, business practical experience.
Hendel, who joined Raymond James in 2019, has much more than 24 many years of knowledge in the monetary products and services field.
Peter Smith Named Principal at Kaufman Rossin
Kaufman Rossin, one of the top rated 100 CPA and advisory companies in the U.S. and the biggest unbiased accounting agency in Florida, introduced it has promoted Peter Smith, CVA, to principal in the firm’s forensic, advisory, and valuation solutions practice.
Smith prospects the firm’s enterprise valuation exercise and has considerable consulting and valuation experience, concentrating on the valuation of public and carefully held organizations, business passions, intangible assets, and mental house for purposes this sort of as money statement reporting, tax arranging, and litigation assistance.
Smith joined the company in 2010 and serves clients throughout the United States and internationally, across quite a few industries, like serious estate, development, health care, technology, manufacturing, distribution, retail, hospitality, and experienced expert services. He acquired his Bachelor’s and Master’s in Accounting at Florida Intercontinental College and is a daily life-prolonged Miami resident.
José Cúneo Named Principal at Kaufman Rossin
Kaufman Rossin, just one of the leading 100 CPA and advisory companies in the U.S. and the major impartial accounting agency in Florida, declared the advertising of José Cúneo, CPA, CFF, CVA, CFE, to principal. Cuneo is a chief in the firm’s forensic, advisory and valuation exercise.
Cúneo presents consulting and professional witness testimony on accounting and standard business issues, as nicely as money fraud investigations, embezzlement investigations and several due diligence issues. He joined the agency in 2012, bringing his substantial practical experience in forensic investigations of general public, personal, federal government and non-earnings entities.
Cúneo is a Licensed Public Accountant in Florida, Qualified Valuation Analyst, Licensed Fraud Examiner and Accredited in Fiscal Forensics. He is also a board member of Authorized Products and services of Larger Miami.
Evan Morgan Named Tax Principal at Kaufman Rossin
Kaufman Rossin, one particular of the prime 100 CPA and advisory corporations in the U.S. and the greatest unbiased accounting business in Florida, announced the promotion of Evan S. Morgan, CPA, to principal in the tax office.
Morgan has decades of encounter, delivering profits tax consulting and compliance providers to company entities of numerous dimensions in a lot of industries, including design, production, well being treatment, skilled support firms, authentic estate and technological innovation. He is a valuable and knowledgeable resource to his clients.
He has been a Licensed General public Accountant due to the fact 1985. He is a member of the American Institute of Licensed Community Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He has served as Chairman of the Audit Committee for the United Way of Miami-Dade County. Morgan has also been quoted and featured in several nationwide, trade and nearby media publications, which include CNBC, Forbes and the South Florida Enterprise Journal.
Rob Pruitt Named BKD’s 1st Chief Apply Officer
East Location Taking care of Partner (MP) Rob Pruitt was named BKD CPAs & Advisors’ very first main practice officer (CPO), helpful June 1, 2021. This addition will make it possible for the agency to prioritize new providers and remedies for its purchasers.
Rob will be billed with principal responsibility for the firm’s organic expansion activities—providing government management, sponsorship, coordination and steerage of national business companions (NIP) and practices—and inner organization growth initiatives, which includes oversight of Governing Board development initiatives and the BKD Expansion Fund, BKD EDGE product growth initiatives and management as new items and services are introduced and Internet marketing & Company Development Office and go-to-industry methods.
