• Arizona
    James P. Dew, president of Dew Wealth Management, Phoenix, has been named chairman of the Media Relations Committee for the Financial Planning Association of Greater Phoenix. Dew, who also serves as a member of the board of directors of the 30,000-member organization comprised of financial professionals, will oversee all media programs and media inquiries for the organization. ... Henry & Horne, Tempe, announced that Mark D. McGaffin has joined the firm. With over 20 years of experience in public and private accounting, McGaffin will specialize in audit and accounting services as well as provide business advice on various topics including mergers and acquisitions, manufacturing issues, tax planning and inventory management. He was most recently a partner with McGladrey & Pullen (formally Toback CPAs) in Phoenix.
  • Florida
    Berkowitz Dick Pollack & Brant, Miami, announced that Alex Montero and Michael Romero have joined the firm as staff accountants, and Sheila Hylton has joined as a Website designer.
  • Georgia
    Roger W. Lusby III, partner of Frazier & Deeter, Atlanta, was appointed as editorial advisor for The Tax Adviser, the national publication produced by the American Institute of CPAs. This prestigious position is given to select members throughout the United States. Some of the responsibilities Lusby will incur while holding the five-year position include review of submitted manuscripts, suggesting topics of importance for tax articles, recommending authorship for tax articles, assisting with the selection of TTA’s "Best Article" Award, making recommendation for overall content and formatting and evaluating the publication on a monthly basis. ... Habif, Arogeti & Wynne, Atlanta, announced the promotions of Darrin Friedrich and Jeff Grosoff to partners, both in the Real Estate and Retail Group of HA&W. Although Friedrich’s practice focuses on high-net worth individuals, including athletes and retail developers, he is also experienced in all areas of taxation. Friedrich chairs the firm’s Tax Committee and is active on the Technology Committee. Grosoff’s range of expertise has allowed him to provide counsel to clients in a variety of different industries. Within the Audit and Taxation practice, Grosoff works with companies that specialize in hospitality, architecture and engineering, construction, real estate, retail and investment. In addition to his responsibilities to his clients, Grosoff also dedicates his time to in-house duties by leading HA&W’s Peer Review and Audit Committee.
  • Illinois
    Wolters Kluwer North America, Chicago, announced that Ian Rhind has been appointed president and chief executive officer of CCH Canadian Limited, Toronto. Rhind, former vice president of tax compliance software for CCH Canadian, succeeds James de GaspŽ Bonar. Bonar recently was named publisher of Federal and State Tax for CCH Inc., CCH Canadian’s sister-company based in Riverwoods. Rhind has more than 25 years of publishing experience. Prior to joining CCH Canadian last year, Rhind had been a senior vice president for Trader.com, a global Web-based classified advertising business. Previously, he had been a vice president and general manager with Southam Inc., Toronto, responsible for overseeing the company’s multi-industry professional publishing unit. He also founded and served as vice president of a Canadian-based book publishing and distribution company. ... Blackman Kallick Bartelstein, Chicago, announced the election of Paul C. Lau to partner. Lau joined the firm in 1980 and concentrates in matters such as mergers and acquisitions, partnerships and S corporations and U.S. aspects of international operations. He also specializes in structuring and restructuring Far East, Mexican and European operations of U.S. companies, structuring U.S. operations of foreign entities and transfer pricing studies. Lau is also the firm’s director of Tax Research and Training. ... Glenn Ingram & Co., Chicago, announced that Martin A. Clohessy, associate chartered accountant, has been promoted to manager. Clohessy brings to the firm a wide range of experience in financial accounting, tax planning and organizational restructuring in a variety of industries including construction, medical, not-for-profit, schools and parishes. ... Smart and Associates, Chicago, announced that Lance Krumholz has joined the firm as senior consultant, Business and IT Consulting Services. Krumholz specializes in providing financial systems solutions for business analysis and knowledge management. Prior to joining Smart and Associates, Krumholz was a manager with CHI Consulting where he provided IT accounting solutions for mid-market companies. He also worked with American Express Tax and Business Services as a senior consultant. 
  • Maryland
    McLean, Koehler, Sparks & Hammond, Baltimore, announced that Edward F. Kidner has been admitted as a partner to lead the Tax practice in the firm’s Towson office. Kidner has over 20 years of progressive experience in the areas of tax, finance, corporate operations, strategic planning and as legal counsel. He served for five years as chief executive officer for a substantial private company, and three years as a senior manager for an international accounting firm responsible for tax compliance, GAAP reporting and consulting engagements for a broad spectrum of clients. ... Ronald M. Kurtz has been named managing director of CBIZ Kaufman Davis Business Services Inc., Bethesda. Kurtz has been with Kaufman Davis for 30 years, becoming an audit and accounting partner in 1975. As a recognized professional and advisor in debtor-creditor relations, Kurtz has acted as a consultant to financially troubled companies for many years. He heads the firm’s Litigation and Management Support practice, consulting extensively in the transactional area including corporate restructuring, mergers and acquisitions, fairness and solvency analysis and bankruptcy reorganizations. In addition, Cherie R. Gartner has joined Century Business Services Inc. as director of Business Development for the Washington market. Gartner will be working closely with Gary Davidson, East Coast Regional Director of Outsourcing for CBIZ, in providing financial consulting and outsourcing solutions. Gartner’s strong background in professional services firms includes business development, account management and sales, consulting services, business process improvement, strategic analysis and system implementation. Gartner served as business development manager for Jefferson Wells International in McLean, Va. As an account manager for Parson Group in Minneapolis, Gartner established, developed and managed account relationships with Fortune 500 clients as well as co-managed the sales team to achieve revenue results through territory management and team selling. ... KAWG&F, Baltimore, announced the following. Jane Brewer was elected to The Children’s Guild Inc. Board of Trustees. Brewer was named 2001 Woman of the Year by the Baltimore Regional Chapter of the National Association of Women Business Owners. She is the past president of the Baltimore Chapter of NAWBO and currently serves as its treasurer. Brewer became a shareholder with KAWG&F in 1990. Her career as a tax specialist began in 1975; she is a member of the firm’s tax department. Lori L. Kirk and Mark E. Rapson were promoted to shareholders in the firm. Kirk is the chair of the firm’s Estate Administration Group with over nine years’ experience in the estate administration area and a member of the firm’s tax department. Rapson joined the firm in 1996 and is a member of its Technology Services Group and Medical Practice Services Group. Matthew J. Vergauwen has accepted a position with the firm as network administrator. Vergauwen has obtained the following designations: Microsoft Certified Systems Engineer; Cisco Certified Network Associate; and CompTIA A+ Certified Service Technician. ... Ellin & Tucker, Baltimore, announced that Jason R. Marlow has joined the firm as a staff accountant in the firm’s audit, accounting and consulting department.
  • Massachusetts
    Themistos & Dane, Springfield, announced that Kathi Donahue has joined the firm as a valuation and financing specialist. Donahue has 13 years of experience in active commercial lending and cash management for the middle and corporate markets in the greater Springfield area. Her recent experience includes both Sovereign Bank and Bank Boston where she was vice president corporate banking. Performing business valuations, providing litigation support and relating consulting services will be her focus at Themistos & Dane. Donahue will also assist corporate clients in analyzing financial performance and capital structure, and in obtaining financing.
  • New Jersey
    The New Jersey Society of CPAs, Roseland, announced the following information of some of its members. The 2001-2002 NJSCPA Service Award was presented to Alan J. Preis, president of Alan J. Preis, CPA, P.C., Florham Park, for his leadership and service to the NJSCPA during his 30 years of membership. Preis has served on numerous committees on both the state and local levels, including the Hudson Chapter Executive Committee and the NJSCPA Board of Trustees. He has chaired the NJSCPAs’ State Taxation and Multistate Taxation committees, has served as chair of the NJ-CPA Political Action Committee and sits on the editorial board of New Jersey CPA. The 2001-2002 Leadership Award was presented to Joseph D. Salerno, chief financial officer of Marsh Inc., New York. Salerno was recognized for his commitment to the CPA profession and the business community. Through his role in developing, managing and implementing numerous projects, Salerno has been responsible for the continued growth of a multi-billion dollar operation. The 2001-2002 Outstanding Educator Award was presented to Leo J. McMenimen of Montclair State University, Upper Montclair. McMenimen was recognized for his excellence in teaching, innovative educational techniques, dedication to his students and active involvement in New Jersey’s CPA profession. He has been an accounting professor at Montclair State University since 1980, teaching both undergraduate and graduate courses. McMenimen has developed his own teaching models for these courses, which he constantly revises. His presentations utilize technology to help students master the subject matter. The 2001-2002 Community Service Award was presented to James R. Suessmann, a sole practitioner in Paterson. Suessmann was nominated for his outstanding service and dedication to a variety of charitable and local organizations and the CPA profession. He sits on the Board of Directors of the Greater Paterson Chamber of Commerce and is a member of the Wyckoff-Midland Park Rotary Club, where he is a past president and has held numerous committee chair and director’s positions. Suessmann is the president of the 27th Field Artillery Regimental Association and a life member of the Veterans of Foreign War. ... The Videre Group, Parsippany, announced that Celeste Chacon has completed the certification process with the National Association of Certified Valuation Analysts to earn her designation of certified valuation analyst.
  • New York
    Lazar Levine & Felix, New York, named senior managers Paul Adams and Andrew Schneider new principals of the firm. Adams has over 25 years of diversified experience with an emphasis on auditing publicly traded companies. Prior to joining the firm, he worked with a member firm of Touche Ross International. Schneider, who has been with the firm for just over 11 years, rose through the ranks to this current position. His experience lies primarily in accounting and auditing publicly traded companies, mergers and acquisitions and executive compensation. ... Eva Scharfstein has joined AXA Financial Inc., New York, as vice president and chief underwriting officer. In her new position, Scharfstein has overall responsibility for life underwriting policy and individual life risk selection for the Equitable Life Assurance Society of the U.S. - the product manufacturer of AXA Financial. Scharfstein has 20 plus years of experience in the life insurance industry. She entered the reinsurance side of the industry in 1981 with GeneralCologne Re. In 1990 she became chief underwriter, subsequently promoted to second vice president in 1996. For two years she took on the role of marketing representative for the Professional Life Underwriting Service, the direct writing arm of GeneralCologne Re, and then in late 1999 she moved back to underwriting Medical Services as external and internal auditor. ... Kevin E. Strauss has joined Abner, Herrman & Brock Inc. Asset Management, New York, as a managing director and senior portfolio manager. Strauss will also be a member of AHBI’s Investment Policy Committee. Prior to joining AHBI, Strauss was a senior portfolio manager at Smith Barney Asset Management. At the time of his departure from Smith Barney, he had direct responsibility for managing client assets in excess of $800 million. He served on the firm’s Investment Committee for its Large Capitalization Value portfolio management product. In this capacity he participated in directing the investments of client assets exceeding $7 billion. ... Gettry Marcus Stern & Lehrer, New York, announced the following. After 60 years in public accounting, Ira Waxberg has decided it is time to retire. Waxberg had his own firm, Jaffe & Waxberg, a general accounting practice from 1951 until 1985 when he merged with GMSL. In 1997 he received a commemorative 50-year membership plaque (1947-1997) from the New York State Society of CPAs. Mark S. Warshavsky, a partner in GMSL’s Woodbury office and the partner-in-charge of the Litigation Consulting and Valuation Group, has been appointed to the statewide committee on Business Valuation for the NYSSCPAs. Warshavsky is presently chairman of the Litigation Support Committee, Nassau Chapter, for the NYSSCPAs. Howard Fine has joined GMSL’s Woodbury office as a senior manager. Fine will focus on litigation support matters, as well as accounting and taxation services for law firms and middle-market privately held companies. Theresa Serin has joined GMSL as a manager. Serin will work both in the firm’s New York City and Woodbury offices. ... Holtz Rubenstein & Co., Melville, has expanded its lawyer support services with the addition of Frank R. Feis, manager in the litigation and business valuation services department. Prior to joining the firm, Feis founded his own financial consulting practice. He has 13 years’ experience in top worldwide public accounting and auditing firms, in varied industry experience including manufacturing, consumer products, pharmaceutical, apparel, retail and wholesale, airline, advertising, real estate, SEC, reporting and closely held companies. In addition he has published work in the national publication Executive Summary Handbook 2000 - Accounting for Stock Compensation.
  • Ohio
    Carol-Ann Schindel, president of Kolita & Co., Mentor, has completed the certification process with the National Association of Certified Valuation Analysts to earn her designation of certified valuation analyst. ... David T. Beule, manager at Hall, Kistler & Co., Canton, has completed the certification process with the National Association of Certified Valuation Analysts to earn his designation of certified valuation analyst. ... Bruner-Cox, Akron/Canton, announced that Gregory J. Blasiman has been promoted from director to senior manager in its Canton office. He joined the firm in 1985. Blasiman has many years of experience working with clients in the areas of operational consulting, budget preparations, cash flow analysis, overhead application and documentation of claims in addition to the traditional accounting, auditing and tax matters. As a member of the firm’s Accounting and Audit Standards Committee, Blasiman has been involved in setting the firm’s policies and standards for audit, review and compilation services. He has conducted in-house continuing professional education courses related to the American Institute of CPAs’ Statements of Financial Accounting Standards and the AICPA’s Statements of Auditing Standards. ... Cohen & Co., Cleveland, announced the following. Matthew C. Cook, Leonard M. Dreslinski and Danielle J. Kimmell have been promoted to managers, and Ellen K. Sweeney to the level of senior staff. They all work closely with corporations, partnerships and individuals on a wide variety of tax and business planning projects. Cook, who is based out of the Mentor accounting & auditing department, works with clients in the manufacturing and service industries. Dreslinski, who is based out of the Cleveland tax department, works with individuals, S corporations and partnerships in the real estate and service industries. Kimmell, who is based out of the Akron accounting & auditing department, works closely with individuals and corporate clients in the steel, automotive and plastics industries on a wide variety of tax and business planning projects. Sweeney, who is based out of the Cleveland accounting & auditing department, works with an assortment of clients. Also, Gary T. Salhany was hired as a manager in the newly developed CFO services department and Leslie F. Graf as a senior consultant in the litigation services department. Salhany, who is based out of the Akron office, will be responsible for the development of the CFO services department, which will perform CFO-type services for clients that do not have a CFO on their staff. His client responsibilities will include establishing systems, budget forecasts, financing, cost reduction and operations. As a new member of the Cleveland office’s growing Litigation Services Group, Graf will work with attorneys on a variety of litigation service-related issues, specializing on valuation services.
  • Pennsylvania
    Briggs, Bunting & Dougherty, Philadelphia, announced the promotion of Charles J. Bramley to partner. For more than 11 years, Bramley has provided a broad range of accounting, tax and advisory services to family-owned and other closely held business enterprises. He also assists clients in the design and implementation of budgeting, forecasting and performance measurement systems. Bramley’s specialized experience includes utilizing computer-assisted audit techniques that increase audit efficiency and reduce the time and effort required by clients. He is proficient with interactive data extraction and analysis software and the application of related audit procedures. ... Kreischer, Miller & Co., Horsham, announced the election of Stephen W. Christian to the position of managing director. Christian succeeds Jack Kreischer, founder of the firm. Kreischer will direct his skills and efforts toward the challenge of establishing new business initiatives within the firm, in addition to continuing to serve clients. John O. Heck will succeed Christian as the head of the General Services Group. Most recently, Christian was the director in charge of the firm’s General Services Group, which provides professional, timely and personalized accounting, auditing and other assurance services to their clients. Prior to joining KM&Co. in 1985, he was a member of the management group of Price Waterhouse in Philadelphia. In his new role of managing director, Christian will, in addition to serving clients, be responsible for managing the growth of KM&Co., developing the firm’s vision and overseeing the operations of the firm. ... Margolis & Co., Bala Cynwyd, announced that Jeff Band has been named senior associate. Band joined the firm in 1992 as a member of the accounting and auditing department. His responsibilities encompasses a wide scope of services: managing and administering various client engagements including audits; reviews and compilations; preparing and reviewing projections; financial analysis and tax returns; and advising clients about complex business decisions. Band specializes in assisting manufacturers, wholesale distributors and automobile dealerships. He’s presently involved in the firm’s transition and planning for systemizing of internal reports and streamlining its approach. 
  • South Carolina
    Webster, Rogers & Co., Florence, announced the following. George Patrick Smith III joined the firm’s Florence office after working as a partner and principal with S. Preston Douglas & Associates in Lumberton, N.C., since 1995. Smith is a senior manager in the Audit Group. He has over 14 years of experience as a management consultant and tax specialist in the automotive and hospital industries. Randy Sease, a certified fraud examiner, joined the firm’s Sumter office as a senior in the Valuation, Forensic and Investigative Accounting Group. Sease is a former white-collar crime agent of the FBI, and has investigated scores of high-profile cases involving interstate fraud, bank embezzlement, money laundering and public corruption. He also has served as a forensic accounting instructor for the South Carolina Criminal Justice Academy. For the past five years, Sease has assisted clients in home health and durable medical equipment companies with Medicare compliance guidelines and reimbursement issues. He will provide these services through the firm’s Healthcare Consulting Group. Nancy Van Ast joined the firm’s Charleston office as a senior in the Audit Group. Van Ast relocated to the Charleston area from Albany, N.Y., where she was a manager with Arthur Place & Co. Leslie Shields joined the firm’s Charleston office and is working in the Business Valuation Group. Shields was previously with RTM Inc., serving as the director of Operations. Kathryn Youngman, of the Georgetown office, has been promoted to senior accountant. Youngman has been with the firm since 2000. Rebecca Caines, also of the Georgetown office, has been promoted to staff accountant. Caines joined the firm in 2000.

Firms

  •  CALIFORNIA
    Moore Stephens Frazer and Torbet LLP, City of Industry, a Moore Stephens International Network member, announced their merger with Wurth & Co., Orange County. Moore Stephens Wurth Frazer and Torbet LLP will serve its clients from offices in Los Angeles County, Orange County and Tulare County. The Moore Stephens International Network is an affiliation of 259 independent accounting firms with 445 offices in 82 countries.
  • FLORIDA
    Berkowitz Dick Pollack & Brant, Miami, consolidated their offices. The professionals of Berkowitz Dick Pollack & Brant, Certified Public Accountants & Consultants LLP and it’s affiliate firms, Paradigm Advisory Group LLC, Paradigm Technology Group LLC and Paradigm Lending relocated to the sixth floor of the First Union Financial Center at 200 South Biscayne Boulevard. 
  • NEW JERSEY
    CPA Associates International Inc., Rutherford, announced the admission of three new members: J.D. Elliott & Co. PC, of Williamsville, N.Y.; Accountant skantoor Comove b.v.b.a., of Antwerp, Belgium; and Kleiner & Kleiner GesmbH, of Graz, Austria. CPA Associates International Inc. is an international association of independent certified and chartered public accounting firms.
  • NEW YORK
    The noted real estate accounting firm, Grossman, Tuckman & Shah LLP, merged into Berdon LLP, New York. Joining Berdon as partners along with Grossman are GTS cofounder Richard Tuchman and Jashvant Shah. ... Domini Social Investments LLC, New York, has been selected to manage the "socially responsible account" within the City of New York Deferred Compensation Plan, containing assets in excess of $190 million. Previously available to over 180,000 New York City employees through the City’s 457 deferred compensation plan, the socially responsible account is now available to an additional 250,000 individuals through the City’s new 401(k) plan. Domini will manage a separate account that is designed to mirror the performance of the Domini 400 Social Index. the Index includes companies with positive records in community involvement, the environment, diversity and employee relations and excludes companies deriving significant revenues form alcohol, tobacco, gambling, nuclear power and weapons contracting ... Holtz Rubenstein & Co. LLP, Melville, has expanded its lawyer support services with the addition of Frank R. Feis, CPA, manager in the Litigation and Business Valuation Services department. Mr. Feis has 13 years of experience in top worldwide public accounting and auditing firms.


 COMING EVENTS

– April –

23-24: Understanding Telecommunications, Franklin Research Group. Crowne Plaza at the United Nations, New York. Contact: (201) 847-7882 or www.franklinresearch.com.24-25: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Indianapolis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

24-25: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Kansas City, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

24-26: Value-Added Auditing Services Conference, AICPA/IIA. Rio All Suite Hotel & Casino, Las Vegas. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

25: 2002 Health Care Conference: Health Care Innovations Ð How do they affect you and your business? Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393 or www.icpas.org.

25-26: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Chicago. Contact: Andrea Pennell (904)

399-5888 ext. 1231 or andrea.pennell@corbel.com.

25-27: Franchising in the Americas, The Franchise Center College of Business Administration University of Texas at El Paso. Hilton Camino Real Hotel, El Paso, Texas. Contact: Carolyn Gough or Marty Hernandez (915) 74707730, (800) 687-4512 or www.utep.edu/fc.

25-26: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Philadelphia. Contact: Andrea Pennell 9904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

26: 2002 Spring 401(k) Seminars, SunGard Corbel. Jackson, Miss. Contact: Andrea Pennell (904)

399-5888 ext. 1231 or andrea.pennell@corbel.com.

26: Government & Nonprofit Conference, VSCPA. Sheraton Reston Hotel, Reston, Va. Contact: (800) 341-8189 or www.vscpa.com.

26: Understanding SAS 94, NYSSCPA. NYSSCPA Headquarters, New York. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net.

28-30: Symposium on Philanthropy, Building Community with Technology, Blackbaud. Grand Hyatt, San Francisco. Contact: www.symposium.blackbaud.com or call (866) 292-4006.

29-30: Understanding Telecommunications, Franklin Research Group. The Forum Conference and Education Center, Cleveland. Contact: (201) 847-7882 or www.franklinresearch.com.

– May –

1-2: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Baltimore. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.1-2: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Des Moines, Iowa. Andrea Pennell

(904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

2: 2002 Estate & Gift Tax Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393 or www.icpas.org.

2-3: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Minneapolis. Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

2-3: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Boston. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

2-3: AICPA National Leadership Summit. Bellagio, Las Vegas. (888) 777-7077 or www.cpa2biz.com/conferences.

6-7: Understanding Telecommunications, Franklin Research Group. Atlanta. Contact: (201) 847-7882 or www.franklinresearch.com.

6-8: AICPA TECH 2002 Computer & Technology Conference. Washington Hilton & Towers, Washington, D.C. Contact: (888) 777-7077 or cpa2biz.com/conferences.

8: 2002 Spring 401(k) Seminars, SunGard Corbel. Hartford, Conn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

8-9: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Washington, D.C. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

8-9: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Cleveland. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

8-10: Call Center Demo & Conference. Gaylord Palms Hotel, Orlando, Fla. Contact: (888) 428-3976 ext.2, (917) 305-3377 ext. 2 or www. callcenterdemo.com.

9-10: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. New York. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

9-10: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Dallas. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

9-10: Tax Strategies for the High-Income Individual, AICPA. Fontainebleau Hilton, Miami Beach, Fla. Contact: (888) 777-7077 or cpa2biz.com/conferences.

12-17: National Banking School, AICPA. Cavalier Inn, Charlottesville, Va. Contact: (888) 777-7077 or cpa2biz.com/conferences.

13-14: Understanding Telecommunications, Franklin Research Group. Columbia, S.C. Contact: (201) 847-7882 or www.franklinresearch.com.

14: Luncheon Event Ð Investigating Terrorist Financing, NYSSCPA. The Yale Club, New York. Contact: (212) 719-8386 or gsantos@nysscpa.org.

15: Business and Financial Planning Ð Enhancing Your Profitability, The American College. Gloria M. LaGrassa Auditorium at the Gregg Conference Center, Bryn Mawr, Penn. Contact: Sarah Sands (610) 526-1459. This seminar is designed for holders of the LUTC Fellow designation.

15: 2002 Spring 401(k) Seminars, SunGard Corbel. Grand Rapids, Mich. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15: 2002 Spring 401(k) Seminar, SunGard Corbel. Madison, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Syracuse, N.Y. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Newark, N.J. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: Cost & Performance Management Symposium, AICPA/CAM-I. Wyndham Buttes Resort, Tempe, Ariz. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

16: Broker/Dealer Conference, NYSSCPA. Sheraton New York Hotel, New York. Contact: (800) 537-3635.

16-17: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Detroit. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

16-17: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Milwaukee, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

16-17: National Conference on Divorce: Property and Complex Financial Issues, AICPA/AAML. Caesars Palace Hotel, Las Vegas. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

20-22: The Circulation Management Conference & Expo, Media Central Circulation Management. The Hilton New York. Contact: (917) 981-2937 or www.circmanshow.com

20-22: National Conference on Employee Benefit Plans, AICPA. Sheraton San Diego. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

20-22: NCCPAP Spring Conference, NCCPAP National Board Meeting. Washington Court Hotel, Washington, D.C. Contact: National Office (516) 488-5400.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Pittsburgh. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Bloomington, Ind. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Houston. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Omaha, Neb. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

23: Estate Administration Conference, NYSSCPA. New York Hilton and Towers, New York. Contact: (800) 537-3635.

23: Linux, NYSSCPA. NYSSCPA Headquarters, New York. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net.

29: 2002 New Jersey Accounting, Business & Technology Show, Flagg Management. Meadowlands Exposition Center, N.J. Contact: (212) 286-0333 or www.flaggmgmt.com.

29: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Wichita, Kan. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

29-31: Affordable Housing in Napa Valley, Calif., Reznick Fedder & Silverman. Contact: Nikki Gentile (301) 652-9100.

30: 2002 Spring 401(k) Seminars, SunGard Corbel. Oklahoma City. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

30: Twenty-First Annual SEC and Financial Reporting Institute Conference. The Ritz-Carlton Huntington Hotel, Pasadena, Calif. Contact: Ingrid McClendon (213) 740-4847 or fax (213) 747-2815.

30-31: Advanced Investment Management Conference, AICPA. Bellagio, Las Vegas. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

31: 2002 Spring 401(k) Seminars, SunGard Corbel. Austin. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

– June –

3-5: Practitioners Symposium, AICPA. Bellagio, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.3-4: National Restaurants Conference, AICPA. New York-New York, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.


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