On the move: Engineered Tax Services names new president

August 20, 2021 9:30 AM

Wipfli adds wealth and asset management services; Brown Schultz Sheridan & Fritz hires three staff accountants in two offices; and more CPA news.

ALABAMA

Alan Alexander

Alan Alexander, chief operating officer at Jackson Thornton, Montgomery, was named chair of the CPA Firm Management Association.

CONNECTICUT

Dawn Brolin, author and CEO of Powerful Accounting, launched a new podcast, “The DM Disruption,” featuring Brolin and guests from across the profession discussing their professional successes and challenges. The podcast is available

here

.

FLORIDA

Jeffrey Pawlow

Jeffrey Pawlow was promoted to president at Engineered Tax Services, West Palm Beach, to lead the strategic development and management of the Engineered Advisory family of companies, which includes ETS, The Growth Partnership, ABLE and Engineered Technology Services. Pawlow, who was most recently executive managing director, corporate strategy and go-to-market operations at ETS, co-founded The Growth Partnership and ABLE, which ETS acquired last year.

Jenny Matasic was promoted to shareholder at Mayer Hoffman McCann, Tampa, where she has worked for nearly 17 years and oversees the employee benefit plan audit practice.

HBK announced it is moving its current two West Palm locations into one office located in the new Related building at S 360 Rosemary Suite 1010.

ILLINOIS

Photo: Matt Stout

Sikich, Chicago, ranked No. 121 on the Channel Future’s 2021 MSP 501 list, a worldwide survey and ranking of managed service providers.

MARYLAND

Victoria Autieri

Victoria Autieri was hired as a staff accountant in the accounting and auditing practice at Brown Schultz Sheridan & Fritz, Frederick.

MICHIGAN

Rehmann's office in Troy, Michigan<br/>

Rehmann, Grand Rapids, was named to Construction Executive’s list of the Top 50 Construction Accounting Firms for the third consecutive year.

Rebecca Ann Fletcher was hired as an accounting associate on the small business services team at Lewis & Knopf CPAs, Flint.

NEW HAMPSHIRE

Duncan Rae

Duncan Rae, an associate at Nathan Wechsler & Co., Concord, was appointed to the board of the New Hampshire chapter of the Institute of Management Accountants.

NEW JERSEY

Michael Caro, partner at Bederson, Fairfield, was named a member of the New Jersey Society of CPAs Peer Review Executive Committee.

NEW YORK

Robert Pellegrino was named a partner at Gettry Marcus, New York, where he has worked for more than 20 years providing accounting, tax and consulting services to clients in various industries, with a focus on real estate entities and closely-held companies and family-owned businesses.

PENNSYLVANIA

Ryan Coccagna

Ryan Coccagna was promoted to manager at Rotz & Stonesifer, Chambersburg.

McCarthy & Co., Lafayette Hill, was named to Construction Executive’s list of the Top 50 Construction Accounting Firms for the third consecutive year.

Natalie Ciepiela was hired as a staff accountant in the tax services practice in the Lancaster office and Jatan Patel as a staff accountant on the nonprofit audit team in the Camp Hill office, at Brown Schultz Sheridan & Fritz.

UNITED KINGDOM

Andre Besson, head of financial reporting guidelines at Nestlé SA in Switzerland; Karen Higgins, an audit and assurance partner at Deloitte; and M P Vijay Kumar, chief financial officer at Sify Technologies, were appointed to the IFRS Interpretations Committee, effective immediately until June 30, 2024.

WISCONSIN

Paul Lally

Courtesy of Wipfli LLP

Wipfli, Milwaukee, has added a wealth and asset management services offering, to be headed by Paul Lally.