People & firms on the move: Freed Maxick hires health care consulting principal

Published April 9, 2021 11:30 AM

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Updated April 9, 2021 1:30 PM

1 Min Read

The IRS announces several leadership appointments; Prager Metis expands in South Florida with a Miami office and managing principal; and more CPA news.

CALIFORNIA

Anthony Glomski, founder and principal at AG Asset Advisory, Los Angeles, co-authored a new handbook with Russ Alan Prince, “Your $5 Million High-Net-Worth Practice,” available here.

FLORIDA

Alfredo Reynoso

Alfredo Reynoso was promoted to partner in the Miami office of Hancock Askew.

Prager Metis announced the opening of a new office in Miami and the appointment of Ricardo Aramburo Williams to managing principal of said office.

GEORGIA

Rebecca Mowen

Hancock Askew promoted Rebecca Mowen to partner and Robert Faust to principal in the Atlanta office, and Samuel Evans to principal in the Savannah office.

ILLINOIS

Rebecca Miller

Rebecca Miller was hired as a manager in the client services department at CTM CPAs & Business Advisors, Lincolnshire.

MINNESOTA

Global Tax Network, Minneapolis, joined Allinial Global as a member firm of the international association.

MISSOURI

KPM CPAs & Advisors, Springfield, was named among the top five largest payroll companies in the area by the Springfield Business Journal, which ranks Southwest Missouri payroll companies by payroll amount processed.

NEW JERSEY

Douglas Heun, partner at Frideman, Somers Point, announced his retirement, effective April 30. Heun has worked at the firm for more than a decade, joining after Friedman’s merger with Tracey, Heun, Brennan & Company, which Doug founded in 1972.

The New Jersey Society of CPAs, Roseland, announced its Scholarship Fund granted approximately $230,000 in scholarships to New Jersey high school and college students. (Read the full story.)

NEW YORK

Maureen Lehsten

MICHAEL MANDOLFO

Maureen Lehsten was hired as a principal in the health care consulting department at Freed Maxick, Buffalo.

Giuseppe Soccodato was hired as managing director in the restructuring and dispute resolution practice at CohnReznick, New York.

Kelly Mandell-Klumpp was promoted to senior analyst at Brisbane Consulting Group, a wholly owned subsidiary of Lumsden McCormick. In other firm news, Paul Herlan, director of business development at Lumsden McCormick and Brisbane Consulting Group, was named vice president of the board of directors for Southeast Foundation.

NORTH CAROLINA

Anduin, Charlotte, added as advisors: Edgardo Pappacena, former global chief strategy officer for PwC; Solon Angel, founder of MindBridge Ai; Susan Kimberlin, startup investor/advisor; and Tien Tzuo, founder and CEO of Zuora

TEXAS

Peggy Dean

Peggy Dean, tax principal at Whitley Penn, Odessa, was named the 2020-21 Mary Alice Tidwell Service Award recipient by the Texas Society of CPAs Permian Basin Chapter, recognizing a TXCPA Permian Basin member who has distinguished themselves in the local community, the society chapter and the CPA profession.

UNITED KINGDOM

Richard Chambers, former global president and CEO of the Institute of Internal Auditors, joined SWAP International Audit Services, Yeovil, as its first independent non-executive director.

WASHINGTON, D.C.

The Internal Revenue Service announced leadership appointments: Douglas O’Donnell to IRS deputy commissioner, Services and Enforcement; Sunita Lough returning to serve as the IRS commissioner of the Tax Exempt and Government Entities Division; Nikole Flax becoming commissioner of LB&I after serving as deputy commissioner of the division since 2017; Holly Paz replacing Flax as deputy commissioner of LB&I; and Edward Killen, who has been serving as acting commissioner of TE/GE, returning to the role of deputy commissioner of TE/GE. (Read the full story.)

Jane Norberg, chief of the SEC's Office of the Whistleblower, announced her plan to leave the agency this month. Norberg has been with the office since soon after inception in 2012, serving as its first deputy chief and, since 2016, as its chief.

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