On the move: Withum kicks off 50th anniversary

January 12, 2024 11:13 AM

Wilkin & Guttenplan appoints next managing shareholder; Hartman Wanzor rebrands; and more news from across the profession.

ARIZONA

Keegan Linscott, Tucson, is celebrating 30 years in business this year.

CALIFORNIA

Russell Dunbar

Holthouse Carlin & Van Trigt, Los Angeles, admitted to the partnership: Russell Dunbar in audit, Casey Ford and Tanner Yeates in tax, and Stephen Squillario, general counsel.

GEORGIA

Tim Brunelle

Tim Brunelle and Chris Roane, in the firm's tax and dispute resolution and forensics practices, were promoted to the partnership at Bennett Thrasher, Atlanta.

Mark Armstrong was hired to lead the national health care practice and Jangkeun Han to lead the Korean audit practice at Aprio, Atlanta.

George Rendziperis was hired as a director of state and local tax at Hancock Askew & Co., Savannah.

ILLINOIS

Grant Thornton, Chicago, elected Kelli Knoble as chairperson of the partnership board, and appointed to the board: Jim Fortosis, principal and deputy general counsel in the risk, regulatory and legal affairs group; Joseph Loretto, audit and assurance partner; Craig Miller, audit and assurance partner and national professional practice director for the East; and Mathew Tierney, global insurance practice leader.

The Illinois CPA Society and its CPA Endowment Fund of Illinois recognized the 12th and largest group of young people to date to complete its Mary T. Washington Wylie Internship Preparation Program, with 41 scholars in this year's class. (Read the full story.)

INDIANA

Sarah Hammond

Katz, Sapper & Miller, Indianapolis, promoted to partner: Sarah Hammond, Jordan Mayer and Brittany Schutter in the business advisory group; and Charles Decker in the tax services group.

Debbie Herbert, Joell Grisel, Greg Heitkamp and Kevin Umberger were promoted to director at Blue & Co., Carmel.

The Indiana CPA Educational Foundation released its 2023 INCPAS College Student Survey, available here.

MARYLAND

David Rosen, partner and chair of tax services at Rosen, Sapperstein and Friedlander, Towson, was named Bloomberg Tax Estates, Gifts and Trusts Tax Portfolio Author of the Year for 2023 for his "Family Offices Portfolio."

MASSACHUSETTS

Jeffrey Levine was hired as the director of financial strategies at LGA, Woburn.

MINNESOTA

Abdo, Edina, promoted to partner: Bonnie Schwieger, Justin Nilson and Tyler Petzel. In other firm news, chief operating officer Jana Cinnamon was named chair of the CPA Firm Management Association.

NEW HAMPSHIRE

Cody Gut, a manager at Nathan Wechsler, Concord, was elected as treasurer of the Young Professionals Group at the Associated Builders and Contractors New Hampshire & Vermont Chapter.

NEW JERSEY

Withum held its annual State of the Firm on Jan. 9 at the New Jersey Performing Arts Center in Newark, which also kicked off the yearlong celebration for its 50th anniversary, which is officially March 21, 2024. In other firm news, Nina Chmura, partner and market leader of outsourced accounting systems and services, began the OASyS Intro to Accounting Day, which introduces local high school students to the firm and the accounting profession by welcoming them to the Red Bank office where they are given a tour complete with breakfast and a Q&A session.

Nina Bahazhevska, Mathew Giordano, Gina Perrone, Jeremy Rhen and Eric Seidman were promoted to partner at Sax, Parsippany.

Dan Fiorentino was appointed the next managing shareholder at Wilkin & Guttenplan, East Brunswick, succeeding co-founder Ed Guttenplan who served in the role for 40 years and will remain an integral member of the leadership team. Fiorentino has been with the firm since 2006 following an internship in 2005.

NEW YORK

Donna Raper assumed her role as regional director of the Americas region at BKR International, New York.

Katrina Helmkamp, a retired global CEO, and Harit Talwar, former founder/head and then chairman of Marcus by Goldman Sachs, were appointed as independent directors to the U.S. board of directors at KPMG, New York, succeeding Linda Addison and Janet Wolfenbarger, independent directors who recently completed five-year terms of service. In other firm news, KPMG announced its sponsorship of the Armory HBCU Showcase, aimed at bringing together top track and field programs from dozens of Historically Black Colleges and Universities across the country, taking place Jan. 13 in New York City and to be livestreamed on Peacock, with KPMG chief diversity, equity and inclusion officer Elena Richards giving the opening remarks. The KPMG US Foundation has also provided a grant of $225,000 to be disbursed over three years to the Armory College Prep Middle School program, which focuses on academic enrichment and assistance with high school planning and applications.

CohnReznick, New York, earned a top score of 100 out of 100 on the Human Rights Campaign Foundation's 2023-24 Corporate Equality Index, the national benchmarking tool measuring policies, practices, and benefits pertinent to lesbian, gay, bisexual, transgender and queer (LGBTQ+) employees.

NORTH CAROLINA

Greg Wilder was appointed the new chief executive officer at the North Carolina Association of CPAs, effective Feb. 19. Wilder most recently served as chief operating officer for the Georgia Society of CPAs for the past 11 years.

OHIO

Mary Stucke was promoted to director of assurance services at GBQ Partners, Columbus, where she has worked since 2007, assuming the role from Tom Powers, who will continue his role as partner.

Matt Andreas was promoted to equity principal at Rea & Associates, Dublin.

PENNSYLVANIA

Walter Goodfield,

RKL, Lancaster, promoted to partner: Walter Goodfield, who joined the firm in 2014 and serves as chief business officer for RKL eSolutions; Cliff Horst, the Sage X3 Practice Director with RKL eSolutions; Thomas Kaizar in the tax services group; and Stephane Smith, vice president of workforce strategies for RKL Virtual Management Solutions.

Centri, Philadelphia, announced it secured a growth capital facility from Fulton Bank, a subsidiary of Fulton Financial Corporation.

GTM, Wayne, promoted, to managing director: Dave Hillegass, Gergana Lipidakova and Jon West; and to director: Joe Lally, Matthew McGlinchey, Sonnonedria Miller and Frank Nieves.

RHODE ISLAND

Michael Garcia to was promoted to equity partner and Ashley Leonard to partner at KLR, Providence.

SERBIA

Andersen Savjetovanje joined Andersen Global as a member firm.

TENNESSEE

Bryan Wilton

Bryan Wilton was promoted to president at LBMC Technology Solutions, Nashville, where he most recently served as chief revenue officer.

HHM CPAs, Chattanooga, hired: Joel Freund as a director in the advisory services group; Carol Mosely and Jennifer Fryar as senior managers in the tax department; and Jon Finlay as manager and Fatima Bracamonte as senior accountant in the audit department.

TEXAS

Hartman Wanzor, Fort Worth, rebranded as Hartman Wanzor McNamara, with Josh McNamara now a named partner, Additionally, the firm appointed Spencer Gregg to partner; Summar Schiller to tax managing director; and Misty Blackwelder to tax director.

WASHINGTON, D.C.

James Cappoli was appointed general counsel at the Public Company Accounting Oversight Board.