Firms & people on the move: Traphagen Financial marks Tax Day with charitable shave

April 19, 2019 8:40 AM

Citrin Cooperman hires two principals; Hantzmon Wiebel hosts drive for local animal shelter; and more CPA news.

CALIFORNIA

BPM, San Francisco, is hosting a charity event May 11 benefitting the students at ICA Cristo Rey and Cristo Rey San Jose Jesuit High School, featuring games and entertainment followed by a Giants vs. Reds baseball game at Oracle Park. Tickets to the event, taking place 3:30 p.m. to 6:30 p.m. PDT, are available here.

CONNECTICUT

Susan Cosper was appointed to the Financial Accounting Standards Board, where she serves as the technical director and chair of the Emerging Issues Task Force. Her term is effective May 1, 2019, and her appointment runs through June 30, 2024.

ILLINOIS

Margaret Henry

Paul Wilkin (pictured) was hired as manager at Mathieson, Moyski, Austin & Co., Wheaton. In other news, the firm renovated the fourth floor of their building at 211 S. Wheaton Ave., moving up one floor to Suite 400.

Carissa Coppola was hired as an associate in the accounting services department, and Emily Cohen, Jason Dion and Joshua Trezek were hired as associates in the cloud CFO services department at Ostrow Reisin Berk & Abrams, Chicago.

Grant Thornton, Chicago, announced that 1,600 professionals in the firm’s tax practice have been set up on Microsoft Power BI, enabling them to apply the software’s data visualization tools to tax data.

NEW JERSEY

Members of Traphagen Financial Group, Oradell (pictured), observed Tax Day with the annual, 49-year-old firm tradition of shaving their beards they have been growing since the start of the year. The event supported the Cystic Fibrosis Foundation, in special honor of clients Bill and Jodi Squires, who have a son diagnosed with the disease.

Daniel Geltrude, founder of Geltrude & Co., announced the launch of his new book, “Positive FInancial Karma,” which shares best practices and strategies for smart financial decisions with positive intent.

NEW YORK

Josh Berlin and Heather Spillman were hired as principals in the health care practice at Citrin Cooperman, New York. Berlin will co-lead the practice, and both he and Spillman join the firm after serving as managing partner and associate partner, respectively, in the Watson Health division of IBM.

Gaylen Hansen was appointed chair of the Consultative Advisory Group to the International Ethics Standards Board for Accountants, effective July 1, 2019. He has served on the IESBA CAG representing the U.S. National Association of State Boards of Accountancy since 2010.

Dixon Hughes Goodman will be moving into new offices in New York after signing a lease for a 12,000-square-foot space at 3 World Trade Center, relocating from 4 WTC, where they have been stationed since 2015, after moving from 7 WTC.

VIRGINIA

Hantzmon Wiebel, Charlottesville, held a multi-week drive for the Charlottesville Albemarle SPCA, with employees, divided into teams, bringing in 1,606 cans of wet cat food, 1,607 cans of wet dog food, 24 large special treat toys, 30 slow feeder/puzzle feeder bowls, and 45 long leashes for the local animal shelter. The winning team had a donation made to the CASPCA in their honor.