People

California
David Sacarelos has been promoted to partner at Seiler & Co., San Francisco and Redwood City. He joined the firm in 1987, and specializes in real estate, high-net-worth individuals and multi-generational families.

Connecticut
The Connecticut Society of CPAs, Rocky Hill, has elected its leadership for 2003-2004. Newton Buckner III, tax principal at Whittlesey & Hadley PC, Hartford, will serve as president; and Joseph A. Equale, a partner with Equale & Cirone LLP, Danbury and Wilton, will serve as president-elect. Patricia M. Poli, an assistant professor of accounting at Fairfield University, will serve as treasurer; and Alan J. Clavette, managing member of Clavette Josselyn & Co. LLC, Newtown, will serve as secretary. In addition, the following were elected to three-year terms on the society’s Board of Governors: Carl J. Bagge, managing partner of Bagge, Cennamo & Co. LLP, Windsor; Gregory A. Lainas, a division director for Robert Half Management Resources, Hartford; Anthony R. Lanza, managing partner of Lanza & Lanza, Avon; and William R. Sloman II, managing partner of Murphy, Sloman & Co. CPAs, Branford. Immediate past president John L. Evanich Jr., a principal of Haggett, Longo-bardi & Co. LLC, Glastonbury, will join the board for a one-year term.

Florida
Allan J. Barberio, a principal with Kerkering, Barberio & Co. PA, Sarasota, has joined the board of the Sarasota County Committee for Economic Development. É Tony Argiz, managing partner of Morrison, Brown, Argiz & Co. LLP, Miami, has received the Neal J. Menachem Memorial Award from the Miami-Dade/Broward County State of Israel Bonds. The award recognizes professionals who support the state of Israel and demonstrate a commitment to community service.

Illinois
KGN Financial Group, Chicago, has promoted Brian Planey to senior; Marc Winkler, Deanna Subler, Kevin Modrich and Steve Lopes to supervising seniors; and Cindy Barkimer and Daniel Kasperski to senior staff members. The firm also announced that partner Rick Gilman received the Unsung Hero Award at the 2003 Design Industry Foundation Fighting AIDS annual event, in recognition of his support for the organization and the fight against HIV/AIDS. He has been the treasurer of DIFFA/Chicago for 12 years.

Maryland
Steven A. Gershman, a shareholder and board member at KAWG&F, Baltimore, has been appointed to serve on the Discipline Centered Advisory Board of the University of Baltimore, from which he graduated in 1970.

Massachusetts
David J. Mayotte, a manager at Greenberg Rosenblatt Kull & Bitsoli PC, Worcester, has earned the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Missouri
Jennifer Hendrickson has joined Davis, Lynn & Moots PC, Springfield, as a staff accountant. She previously worked for the Teamsters.

New Jersey
Frank R. Boutillette, a partner with Mendlowitz Weitsen LLP CPAs, East Brunswick, was appointed to the Quality Enhancement Standing Committee of the New Jersey Board of Accountancy, and to the Peer Review Executive Committee of the New Jersey Society of CPAs.

New York
Jeff Spivack was promoted to management advisory services partner in the New York Midtown office of Grant Thornton. He had been an executive director for MAS. É Joseph H. Roth has joined Grimaldi & Associates CPAs PLLC, Syracuse, as a tax specialist. Prior to this, he was a controller for manufacturing and service-based corporations, and worked at a national accounting firm. É Kari M. Dalton, a tax supervisor at Fagliarone Group CPAs PC, Syracuse, was recently elected treasurer of the Board of Directors of the Central New York Young Women’s Christian Association. She will also serve on the organization’s Board of Trustees.

Ohio
David Scheffler, a partner with Plante & Moran’s health care practice in Ohio, was named chairman of the board of directors of the Ohio Chamber of Commerce. He has been on the chamber’s board for 10 years. ... Jayme Welch has been promoted to senior at Kentner Sellers LLP, Vandalia.

Tennessee
Paul Demastus has joined Lattimore Black Morgan & Cain PC, Brentwood, as senior manager of internal audit outsourcing services. He previously served as compliance officer for the Cigna HealthCare Medicare Administration.

Washington, D.C.
Michael H. Lippman has been named national partner-in-charge of the State and Local Tax Practice of KPMG LLP, Washington.

 

Coming Events
July21-25: 2003 Tax Education Program - Week 5, AICPA. University Place Conference Center and Hotel, Indianapolis. Contact: www.cpa2biz.com/conferences.

22-24: National Tax Forum, Internal Revenue Service. Orlando, Fla. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

23-25: Annual Meeting and Convention, Arkansas Society of Enrolled Agents. Riverfront Hilton, North Little Rock, Ark. Contact: Sherry Main (479) 521-0310 or slmain@nwark.com.

24-25: National Accounting and Auditing Advanced Technical Symposium, AICPA. Caesar’s Palace, Las Vegas. Contact: www.cpa2biz.com.

27-30: Income Taxation - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

30-Aug. 1: Performance Measurement plus Skills & Systems Workshop, Mentor Plus. Wyndham Palace Resort, Orlando, Fla. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

31-Aug. 1: Trusts and Estates, Washington State Society of Enrolled Agents and NCPE. Holiday Inn, Renton, Wash. Contact: Dennis LeMaster (360) 875-5555.

 

AUGUST

3-8: 14th Annual ACFE Fraud Conference & Exhibition, Association of Certified Fraud Examiners. Hilton Chicago, Chicago. Contact: (800) 245-3321 or www.cfenet.com.

5-7: National Tax Forum, Internal Revenue Service. Atlanta. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

13-15: Nonprofit Excellence Conference, Best Software. Washington Marriott, Washington D.C. Contact: npx@mip.com.

10-13: Planning for Retirement Needs - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

10-13: Business Succession Planning I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

11: Developing a Business Plan, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

12: Small Business Financing, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

13-16: Business Succession Planning II, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

14: Developing a Business Plan, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

15: Small Business Financing, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

17-20: Planning for Business Owners and Professionals - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

17-22: Taxes 2003-2004: A Look Ahead, New York State Society of CPAs and the New York Chapter of the Institute of Management Accountants. Kutsher’s Country Club, Monticello, N.Y. Contact: www.nysscpa.org, (212) 719-8383 or (800) 537-3635.

19-21: National Tax Forum, Internal Revenue Service. St. Louis. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

20-22: Performance Measurement plus Skills & Systems Workshop. Vancouver, B.C. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

20-23: 58th Annual Convention, National Society of Accountants. Grand America Hotel, Salt Lake City. Contact: www.nsacct.org or (800) 966-6679.

21: Tracing Illicit Funds, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

21-26: NAEA Convention, National Association of Enrolled Agents. Westin Crown Center, Kansas City, Mo. Contact: www.naea.org.

25: Developing a Business Plan, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

25-26: National Governmental Accounting and Auditing Update Conference, AICPA. JW Marriott, Washington, D.C. Contact: www.cpa2biz.com.

25-26: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or www.cfenet.com.

26: Small Business Financing, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

26-27: Illinois CPA Society Business and Technology Show and Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393.

27-29: Performance Measurement plus Skills & Systems Workshop. Quebec City, Quebec. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

28: Developing a Business Plan, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

28: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Station Square Hotel, Pittsburgh. Contact: (800) 245-3321 or www.cfenet.com.

29: Small Business Financing, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

 

SEPTEMBER

2-4: National Tax Forum, Internal Revenue Service. San Antonio. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

3: Developing a Business Plan, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

3-4: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or www.thegrowthpartnership.com.

4: Small Business Financing, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

4: How to Testify, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

7-10: Mutual Funds: Analysis, Allocation and Performance Evaluation, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

8: A&A for the Tax Practitioner, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

8: Developing a Business Plan, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com.

8: Advanced Computer Fraud Detection & Examination, Association of Certified Fraud Examiners. Holiday Inn Select Atlanta Perimeter, Atlanta. Contact: (800) 245-3321 or www.cfenet.com.

9: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. Los Angeles. Contact: www.educationfoundation.org.

9: Accounting and Auditing Update, California CPA Education Foundation. Channel Counties, Calif. Contact: www.educationfoundation.org.

9: Small Business Financing, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com

9: Professional Responsibility for Tax Practitioners, Tax Talk Today. Webcast. Contact: www.taxtalktoday.tv.

11: Developing a Business Plan, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

11: Pacific Rim Conference, Association of Certified Fraud Examiners. Radisson Plaza Hotel, Sydney. Contact: (800) 245-3321 or www.cfe-net.com.

12: Small Business Financing, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

15: Professional Interviewing Skills, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or www.cfenet.com.

15-Jan. 5, 2004: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

16: Fraud Risk Assessment, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

16-18: National Tax Forum, IRS. Las Vegas. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

16-21: Group Retreat, Large Tax Practice Group. St. Anthony Wyndham Hotel, San Antonio. Contact: nadine@k-online.com.

17: Accounting & Auditing Update, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

18: A&A for the Tax Practitioner, California CPA Education Foundation. San Diego. Contact: www.educationfoundation.org.

18: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Vancouver, Vancouver, B.C. Contact: (800) 245-3321 or www.cfenet.com.

21-Oct. 1: CSEA 2003 Tax Boat, CSEA. Grandeur of the Seas (cruising New England and Canada). Contact: (800) 777-2732.

22: Fraud Risk Assessment, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22-23: National Governmental Accounting and Auditing Update Conference, AICPA. Wyndham Buttes Resort, Tempe, Ariz. Contact: www.cpa2biz.com.

22-26: Continuing Education Week, California CPA Education Foundation. Tenaya Lodge, Yosemite. Contact: www.educationfoundation.org.

23: Accounting & Auditing Update, PPC. Ft. Collins, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

24: Annuities: Get the Whole Story, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

24-27: Performance Measurement plus Skills & Systems Workshop. Marriott Hotel, San Francisco. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

25: Conducting Internal Investigations, Association of Certified Fraud Examiners. Walt Disney World Swan, Lake Buena Vista, Fla. Contact: (800) 245-3321 or www.cfenet.com.

28-Oct. 1: Charitable Giving Applications, The American College. Bryn Mawr, Pa. Contact: (610) 526-1455 or www.amercoll.edu.

29: 2003 ABV Examination Review Course, California CPA Education Foundation. Los Angeles/Beverly Hills. Contact: www.educationfoundation.org.

30: Fraud Risk Assessment, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com.

 

OCTOBER

1: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

2: Financial Statement Fraud, Association of Certified Fraud Examiners. Hyatt Regency New Orleans at Louisiana Superdome, New Orleans. Contact: www.cfenet.com or (800) 245-3321.

2-3: National Conference on Advanced Litigation and Fraud, AICPA. Fountainbleu Hilton Resort, Miami Beach, Fla. Contact: www.cpa2biz.com/conferences.

2-5: Estate Planning Applications, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

3: Fraud Risk Assessment, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

6: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Wyndham Salt Lake City Hotel, Salt Lake City. Contact: (800) 245-3321 or www.cfenet.com.

7: Fraud Risk Assessment, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

7-Jan. 13, 2004: Investments, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Holiday Inn BWI Airport, Baltimore. Contact: (800) 245-3321 or www.cfenet.com.

9: Professional Interviewing Skills, Association of Certified Fraud Examiners. Holiday Inn Livonia West, Detroit. Contact: (800) 245-3321 or www.cfenet.com.

11-12: Dalton Review for the CFP Certification Examination CLU/ChFC Challenge Session, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

12-15: Advanced Estate Planning I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

13-14: AICPA Fall Business and Industry Conference, AICPA and the Canadian Institute of Chartered Accountants. Disney’s Contemporary Resort, Lake Buena Vista, Fla. Contact: www.cpa2biz.com.

13-14: John F. Savage Memorial Sales Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

16: Accounting and Auditing Conference, California CPA Education Foundation. Los Angeles. Contact: www.educationfoundation.org.

17: Accounting and Auditing Conference, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

19-22: Management for Results, D.B. Scholl Inc. Hilton Head, S.C. Contact: www.dbscholl.com or (610) 431-1301.

20: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Hyatt Regency Minneapolis, Minneapolis. Contact: (800) 245-3321 or www.cfenet.com.

20-22: AICPA Governmental Not-for-Profit Training Program, AICPA. Renaissance Harborplace Hotel, Baltimore. Contact: www.cpa2biz.com.

20-24: Continuing Education Week, California CPA Education Foundation. Embassy Suites Hotel, San Luis Obispo, California. Contact: www.educationfoundation.org.

22: Federal Tax Update, PPC. Denver. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22: Annuities: Get the Whole Story, California CPA Education Foundation. Bakersfield, Calif. Contact: www.educationfoundation.org.

24: Accounting and Auditing Update, California CPA Education Foundation. Sacramento, Calif. Contact: www.educationfoundation.org.

24-26: Dalton Review for the CFP Certification Examination - Part I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

27: A&A for the Tax Practitioner, California CPA Education Foundation. Fresno, Calif. Contact: www.educationfoundation.org.

27: Professional Interviewing Skills, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

28: Federal Tax Update, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

29: Federal Tax Update, PPC. Colorado Springs, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

30: Tracing Illicit Funds, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: www.cfenet.com or (800) 245-3321.

31-Nov. 1: Be an IRA Distribution Expert! Training Seminar, Ed Slott and Larry Klein. Chicago. Contact: (866) 708-1528.

 

NOVEMBER

3: Accounting and Auditing for Trusts and Estates, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Miami at Convention Center, Miami. Contact: (800) 245-3321 or www.cfenet.com.

3: Professional Interviewing Skills, Association of Certified Fraud Examiners. Hyatt Regency Crown, Kansas City, Mo. Contact: (800) 245-3321 or www.cfenet.com.

3-7: Continuing Education Week, California CPA Education Foundation. Bally’s Hotel & Casino, Las Vegas. Contact: www.educationfoundation.org.

4: Advanced Auditing of HUD-Assisted Projects, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

5: Apply A-133 to NPOs and Government Organizations, California CPA Education Foundation. San Diego. Contact: www.educationfoundation.org.

6: Investigating by Computer, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

7-9: Dalton Review for the CFP Certification Examination - Part II, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9-12: Personal Tax Planning, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

11-12: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or www.thegrowthpartnership.com.

12-16: 2003 Convention, Texas Society of Enrolled Agents. San Luis Resort Hotel and Convention Center, Galveston, Texas. Contact: www.txsea.org.

14: Accounting and Auditing Update, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

14: 1041 Workshop, California CPA Education Foundation. San Fernando Valley, Calif. Contact: www.educationfoundation.org.

16-19: Management for Results, D.B. Scholl Inc. Scottsdale, Ariz. Contact: www.dbscholl.com or (610) 431-1301.

16-19: Income Taxation, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

17: 1040/540 Tax Season Update, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

17: 1041 Workshop, California CPA Education Foundation. Monterey, Calif. Contact: www.educationfoundation.org.

18: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

18: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

19: Compilation & Review, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

 

DECEMBER

1: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or www.cfenet.com.

1-5: Continuing Education Week, California CPA Education Foundation. Miramonte Resort, Palm Springs Calif. Contact: www.educationfoundation.org.

2: Accounting & Auditing Annual Update, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

3: GAAP Review Workshop 2, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

4: Update ‘03: Annual Year-End Financial Planning Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

4: Excel to the Next Level, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

5: Access: Creating Powerful Databases, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

7-10: Management for Results, D.B. Scholl Inc. San Francisco. Contact: www.dbscholl.com or (610) 431-1301.

7-10: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

8: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

8: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Compilation & Review, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. Los Angeles Airport, Los Angeles. Contact: www.educationfoundation.org.

9: Accounting for Income Taxes - Advanced, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

10: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. San Francisco Airport, San Francisco. Contact: www.educationfoundation.org.

16: Accounting & Auditing Annual Update, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

 

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