Delaware
Horty & Horty P.A., Wilmington and Dover, announced the addition of three new staff memebers. Mary Wright Kelly has joined the firm as a consulting manager. Kelly is a CPA with 20 years’ experience in public and private practice. Lisa Winkler has joined the firm as a supervisor. Winkler, a University of Delaware graduate, has her CPA certification and has both public and corporate accounting experience. Nicole Stokes has joined the firm as an MIS staff accountant. Also at Horty & Horty P.A., James A. Horty, Jr. has been appointed to a three-year term on the State Board of Accountancy by Governor Ruth Ann Minner.
Florida
Adam Korenfield has joined Gerson, Preston, Robinson & Co. P.A., Miami Beach, in its expanding tax and auditing department. The firm will build on Korenfield’s experience in preparing complex federal, partnership, individual, intangible and tangible tax returns. Korenfield earned bachelor of arts degrees in business administration and accounting from the University of Miami in 2000. Korenfield, who is currently pursuing a master’s degree in taxation from Florida International University, was a consultant for a local company and an accountant with Arthur Anderson LLP. Also at Gerson, Preston, Robinson & Co. P.A., Barry Goodman was hired as a senior accountant in the firm’s growing tax and auditing department. During his career, Goodman has conducted audits of investment partnership clients consisting of a variety of investment strategies and fund structures. He also gained experience in the audits of publicly traded banks, several large retailers and commercial and residential real estate developers. ... Marilyn Lew-Jacobs, a partner at Goldberg Wagner and Jacobs LLP, West Palm Beach, was appointed to serve on the Blue Ribbon Panel of the City of Palm Beach Gardens. As a member of the panel, Marilyn will be addressing issues that affect the future of the city of Palm Beach Gardens. ... Kerkering, Barberio & Co. P.A., Sarasota, announced that Julie L. Bynum, manager, has been authorized by the Certified Financial Planner Board of Standards to use the CFP certification mark and the marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo) in accordance with CFP Board certification and renewal requirements. Ms. Bynum has worked at Kerkering, Barberio & Co. since 1993 and is responsible for tax, nonprofit organization, like-kind exchanges, corporate and personal income tax. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed a certification examination. ... The Association for Accounting Administration (AAA) recently named Kathy Anthony the 2002 Accounting Administrator of the Year. Anthony is a partner and firm administrator of O’Sullivan Creel LLP, Pensacola, Fort Walton Beach, Destin and Niceville. ... Madsen, Sapp, Mena, Rodriguez & Co. P.A., Fort Lauderdale, announced that Steve R. Picha recently attained the distinguished Accredited in Business Valuation designation from the American Institute of CPAs. A key member of MSMR’s expanded litigation/valuation consulting team, Picha has practiced public accounting for 15 years with concentrations in taxation, business valuation and litigation consulting. ... J. Edward Grossman, shareholder, chief professional standards officer and chief financial officer of Carter, Belcourt & Atkinson P.A., Lakeland, has been appointed to serve on the 2002-2003 Peer Review Acceptance Committee of the Florida Institute of CPAs. Grossman has been in the public accounting field for over 19 years. He graduated with honors from Florida Southern College with a bachelor of science degree in accounting. Grossman is a member and has served on various committees of the AICPA and the FICPA. He is also a member of the Association of Certified Fraud Examiners and the Institute of Management Accountants.
Kentucky
Anneken & Moser PSC, Edgewood, announced that Lisa Brann has rejoined the firm as a senior consultant specializing in serving the needs of middle-market businesses. Brann comes to the firm from Arthur Andersen-Cincinnati, where she worked in the emerging business services group.
Maryland
KAWG&F P.A., Baltimore, announced that Cynthia V. Brown was promoted to an in-charge position with the firm. Brown graduated Summa Cum Laude from the University of Baltimore in May 2000 with a bachelor of science degree in business administration specializing in accounting. She will work in the Towson office.
Massachusetts
American Express Tax and Business Services, Quincy, announced that Robert Langley, managing director, and Marianne Heard, senior tax manager, have been appointed to represent the Boston TBS office in the national Leadership Effectiveness and Advancement Program (LEAP). LEAP participants from across the country spend two years in intensive training designed to prepare them to manage local offices effectively and profitably. Langley heads the Boston TBS real estate practice. A graduate of Bentley College, he concentrates his practice in real estate management and development, construction and nonprofit organizations, particularly clients subject to government reporting. Langley brings more than 20 years’ experience in accounting, auditing and consulting. His professional memberships include numerous housing and real estate organizations, among them National Association of Office and Industrial Properties and the National Association of Home Builders. Heard recently completed her term as national president of the American Woman’s Society of CPAs. A graduate of Pittsburgh State University and Bentley College, she is a nationally-recognized expert on the tax positions and related structuring of complex real estate projects and entities and is broadly versed in partnership taxation, affordable housing financing and historic tax credit application.
Missouri
Brown Smith Wallace LLC, St. Louis, promoted Tony Caleca to member, the highest level of ownership within the firm. His areas of concentration include closely held businesses in the construction, manufacturing, distribution and service industries. In addition, the firm promoted Donna Beck Smith to member in its litigation & valuation services division. She concentrates her area of practice in performing business valuations for litigation, mergers and acquisitions and tax purposes. BSW also promoted Bruce Eikmann to manager and Chris Cason to supervisor in the firms’ audit practice. ... Amal Mansuri has joined Rubin, Brown, Gornstein & Co. LLP, St. Louis, as director of marketing and public relations. Mansuri brings to RBG& Co. 10 years’ experience in marketing. In her new position, she is responsible for overseeing client relations, practice development, marketing, public relations and Web site development. Most recently, Mansuri served as manager of marketing communications and public relations at Angelica Image Apparel. Previously, she owned and operated a mail-order catalogue company. Mansuri is a member of the American Marketing Association and the Association for Accounting Marketing and is secretary of the American Muslim Alliance. Also at Rubin, Brown, Gornstein & Co. LLP, Ronald M. Present, partner-in-charge of the health care services consulting group, has been elected to a three-year term on the national board of the American College of Healthcare Administrators (ACHCA). Present, past president of ACHCA’s Missouri chapter, is a consultant to physician practices, nursing facilities, hospitals, acute-care-based health systems and managed care companies. He also consults on Naturally Occurring Retirement Centers, a growing segment of the senior living market. Present is a certified and licensed nursing home administrator and a certified assisted living administrator. He is also a member of the Missouri Health Care Association, the Medical Group Management Association of St. Louis and the Missouri League of Nursing.
North Carolina
Greer & Walker LLP, Charlotte, announced the promotions of Barry T. Leasure and Michael A. McNamara to partners in the firm. Separately, Greer Walker Dendorfer LLP, an affiliated firm launched in fall 2001, announced the promotion of John M. Norman to a partner in that firm.
North Dakota
Eide Bailly, Fargo, announced that Duaine Espegard has joined the firm as a practice development specialist. Espegard’s role will be to support Eide Bailly offices and affiliates in North Dakota in new business development. He joins the firm after 36 years in banking with the past 33 years with the Bremer Bank organization, serving as CEO of banks in Minot and Grand Forks, Crookston, Minn. and Amery, Wis. Espegard currently serves in the North Dakota Senate. He is also active in economic development, serving Grand Forks EDC and on the state level.
New Jersey
Solutions Strategists Inc., Cranford, a Best Software accounting software reseller and consulting firm owned by Art Nathan, has added two more employees to its professional services group. William Sharp joined SSI as a senior consultant specializing in complex ERP systems planning, implementation and project management. Sharp’s nearly 20 years’ experience spans traditional accounting work from general accounting and supervision, to divisional controller capacities, to consulting and high-level project management. His field technical skills are complemented by substantial comprehensive classroom training. Prior to joining SSI, Sharp was a senior consultant with a national firm that was a leading eBusiness Solution provider for middle-market companies. Also, Patricia Proudman joined SSI as client account manager, helping clients with their day-to-day non-technical needs, ensuring client satisfaction and having pro-active client communications. Proudman’s background spans a long career in client services having worked in several different industries. She brings to SSI superior interpersonal skills, attention to detail and a strong desire to take care of each client.
New York
Kathleen Imhof has joined the team at Levitan Yegidis & Goldstein LLP, Middletown, as an administrative assistant to Phillip E. Goldstein. Prior to joining Levitan Yegidis & Goldstein LLP, Imhof worked for approximately five years as the administrative assistant to the managing partner of Vanacore, DeBenedictus and Weddell. Also at Levitan Yegidis & Goldstein LLP, Peggy Millich has joined the team as director of marketing. Previously, she worked as director of marketing for a major distribution and rental company whose New York offices were located on Park Avenue in Manhattan and Woodside, Queens. Dennis Ashley has also joined the team at Levitan Yegidis & Goldstein as office manager. In addition to administrative responsibilities, Ashley has been the project manager for the firm’s recent computer network and telecommunication system upgrades. Formerly, Ashley was the site manager for the Suffern office of Prudential Healthcare, a member company of Aetna U.S. Healthcare. ... Friedman Alpren & Green LLP, New York, made the following announcements. Judith I. Seidman was promoted to the position of audit manager. Seidman works closely with clients in the real estate industry, including residential and commercial real estate owners and real estate brokerage companies. Her experience includes planning complex engagements and preparing and reviewing corporate, partnership and individual tax returns. She also works closely with clients on special projects in their internal accounting departments. Stefany Meier was promoted to the position of senior accountant. Meier has been with the firm for three years and has been involved in audit, review and tax engagements for publicly-held companies, real estate, apparel and entertainment industries. Scott Kunen has joined the firm as manager. Kunen works permanently in the real estate areas and has over 20 years’ experience in public and private accounting. He performs a wide variety of services for a broad range of clients, including commercial and residential real estate owners and developers. Donna Arini was promoted to the position of senior accountant. Arini has been with the firm for one year and has been involved with audit, tax and agreed-upon procedure engagements, including acquisitions and dispositions for various real estate companies. Robert A. Dyson, a director of quality control at the firm has been named vice chair of the financial accounting standards committee of the New York State Society of CPAs for the upcoming 2002-2003 committee year. Michael Steirman was promoted to the position of manager. Steirman has been with the firm since 1997 and works with a diversified client base specializing in audit and tax services for owners and developers of commercial and real estate, as well as assisting non-resident owners of United States real estate with U.S. tax issues, performing due diligence engagements and working on real estate transactions involving buy, sell and 1031 exchanges. Finally, Elliot Hendler, principal of Friedman Alpren & Green LLP, was recently named an honorary member of the AICPA in recognition of his 40-year membership.
Ohio
Spector & Saulino, Akron, announced that David P. Miller has been appointed to the firm’s medical practice management consulting area. The Medical Practice Management Group provides a full range of practice management services, including operations and development, mergers and acquisitions and tax planning to physician practices, hospitals and long-term care facilities. Formerly, Miller supervised the review and preparation of corporate, partnership and individual tax returns in the firm’s tax area. In addition, Miller also is a CERTIFIED FINANCIAL PLANNER practitioner. He advises clients on personal wealth management matters, including wealth accumulation, management, transfer and protection. ... Howard, Wershbale & Co., Cleveland, announced the hiring of the following professionals: Carol Ann Neilson, manager/consultant in the PostAcute Advisory Services Group and Debra J. Nel, manager in the tax services group. Neilson’s experience includes assisting long-term care providers in appealing adjustments made by the intermediary to their Medicare/Medicaid cost reports, including the preparation of the final position paper for submission to the Provider Reimbursement Review Board. She has expertise in reviewing and performing Medicare Cost Report compliance audits in all sized facilities, including home offices, affiliates and home health agencies. Nel, with 14 year’s experience in public accounting, specializes in Estates & Trusts, Sub-section C Corps, S Corps, the Real Estate Rental Industry, Real Estate Development, Closely Held Family Businesses and Partnerships. ... Skoda, Minotti & Co. Financial Services, Mayfield Village, announced the addition of three professionals to the firm’s growing staff. Steven C. Hartstein is a principal at Skoda, Minotti & Co. with over 12 years’ experience in tax accounting. Hartstein specializes in the areas of estates, gifts and trusts, as well as issues related to the taxation of closely held businesses. He is a frequent speaker on estate and trust issues. He is a professor at the Weatherhead School of Management at Case Western Reserve University where he teaches courses in Advanced Corporate Tax and Introductions to Corporations and Partnerships. Roger T. Gingerich joins Skoda, Minotti & Co. as a senior manager. Gingerich works with a number of domestic and international manufacturing and distribution companies focusing on helping grow their businesses. Gingerich also spends a significant portion of his time preparing business valuations for use in connection with acquisitions, sales, litigation, domestic disputes and estate and succession planning. Linda Hill was hired in the small client group at Skoda, Minotti & Co. and has over 12 years’ experience working with small businesses. Hill’s concentration is on helping clients with bookkeeping and payroll tax opportunities for small business clients in the firm’s entrepreneurial client group. ... Management consulting firm Joel Strom Associates LLC, Cleveland, announced that Lawrence Katz has been added to the staff. Katz specializes in the field of business coaching. As a coach, he works closely with business owners and executives to help them develop and achieve their personal strategic plans. He will also assist the JSA team of consultants with strategic planning for corporate clients. Katz holds a masters of business administration from The Ohio State University. He has volunteered for many years with civic and community groups. He is an active member of the International Coach Federation and National Association of Business Coaches. ... C&P Advisors LLC, Cleveland, announced that David J. Tarditi has joined the staff. Tarditi’s background includes both financial management and business development positions. This experience enables him to understand financial and other challenges that business owners and executives face today. He has also worked in business development for a placement service for accounting professionals. This experience lends itself to his position with C&P Advisors, where he will work with entrepreneurs to determine how their business and personal accounting, tax and business management needs can best be met.
Pennsylvania
Carl A. LaMastra has been selected as the 2002 Eastern Pennsylvania Accountant Advocate of the Year. This selection was made by the Philadelphia District Office of the United States Small Business Administration and the Advocates for Small Business, a nonprofit entity assisting SBA in the efforts to promote Small Business Week. He was also selected for the award because of his outstanding advocacy efforts as an accountant on behalf of small business. LaMastra has more than 12 years’ experience providing a full range of financial services to family owned businesses. Before owning his own business, LaMastra worked in the tax department of three local and regional CPA firms. Over the years, LaMastra has developed professional concentrations in taxation, business consulting and strategic planning. LaMastra is in private practice in Royersford, where he provides clients with complete financial analysis, financial modeling and tax planning.
Texas
Bryne Liner has been named a principal in the litigation consulting and business valuation group at the professional services and business advisory firm of Mann Frankfort Stein & Lipp Advisors Inc., Houston. As a principal, Liner will supervise the work of other members of the group and provide a full range of litigation support services. He has been with the firm since 1995 and has more than 13 years’ experience as a CPA. In addition to being certified as a public accountant in Texas and Louisiana, Liner is also a certified fraud examiner and a certified valuation analyst.
Virginia
Julie N. Goeres has joined Goodman Consulting & Technology as a consultant in accounting applications. Goeres will focus on accounting software support and analyzing client software needs for the business consulting, technology and accounting firm.
FIRMS
Florida
PooleGoldstein, Ft. Lauderdale, has formed a specialized practice area, focusing on construction accounting. Headed by Irving L. Goldstein CPA, the new area will embrace the firm’s experience in handling the needs of contractors and construction companies and provide specific counsel to clients in the industry.
Illinois
Kutchins, Robbins & Diamond Ltd., Schaumburg, has relocated its headquarters to 1101 Perimeter Dr., Suite 760, Schaumburg, Ill. from its prior location in Northbrook.
Massachusetts
Vitale, Caturano & Co. PC, Boston, and Harte, Carucci, & Driscoll PC, Woburn, have announced the merger of their practices. Both firms have been in business for 25 years and specialize in providing full-service CPA and business advisory services. ... Carlin, Charron & Rosen LLP, Worcester, was presented with an Association for Accounting Marketing Award in recognition of their 2001 Recruitment and Open House Campaign. The first place Marketing Achievement Award was presented to Lynn Miner-Flynn, marketing director.
New York
DFK International, the worldwide association of independent accounting and business advisory firms in which Holtz Rubenstein & Co. LLP, Melville, is actively involved, celebrated its 40th anniversary in July 2002. ... Jefferson Wells International has announced the opening of an office in Long Island. The office is located at 135 Pine Lawn Rd., Melville, N.Y.
Minnesota
Eide Bailly LLP has moved its Eden Prairie office into the Norman Point office building at 5601 Green Valley Drive in Bloomington to accomodate the firm’s growth.
Pennsylvania
Goldenberg Rosenthal LLP, Jenkintown, won three first place Marketing Achievement Awards at the Association of Accounting Marketers convention. GR garnered first place honors for the following marketing programs: New Niche Building, Internal Incentive Program and Trade Show Marketing.
Texas
PFK Texas was honored to win the Gold Excalibur Award in the collateral/brochure category for their campaign by The Public Relations Society of America Ð Houston Chapter Ð at the annual awards dinner.
Wisconsin
Fiserv Inc., Brookfield, announced that it has acquired Case Shiller Weiss Inc., the nationally recognized provider of automated home valuation services and collateral risk management products.
COMING EVENTS
August
19: 2002 Agribusiness Conference, Illinois CPA Society. Crowne Plaza Hotel, Chicago. Contact: (312) 993-0393 or
19-21: Financial Forecasting, American Management Association. AMA's Executive Conference Center, New York. Contact: Roger Kelleher (212) 903-7976.
20-23: National Society of Accountants 57th Annual Convention. Hilton Hawaiian Village, Honolulu, Hi. Contact: (800) 966-6679 or Kate Haddon at
20-22: Strategic Business Advisor Training, Practice Development Institute Inc. Chicago. Contact: (800) 227-0498 or
21: HIPAA Security Issues, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
21: Tax Planning for Individuals, Foundation for Accounting Education. Sheraton New York Hotel. Contact: (800) 537-3635.
22: Elder Care Conference, Foundation for Accounting Education. The Association of the Bar of the City of New York. Contact: (800) 537-3635.
26: NCCPAP. 2200 West Loop South, Ste. 400, Houston. Contact: Frank Kalenda (713) 690-5219.
26-27: National Governmental Accounting and Auditing Update Conference, AICPA. Renaissance, Washington, D.C. Contact: (888) 777-7077 or cpa2biz.com/conferences .
27-28: 22nd Annual Business and Technology Solutions Show, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393 or
28: NCCPAP. Christies Restaurant, Houston. Contact: Frank Kalenda (7130 690-5219.
September
9: NCCPAP. Victor's Maywood Inn, Maywood, N.J. Contact: Jesse Frazer (201) 592-6351.
10: Penetration/Vulnerability Assessments, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
10-12: Strategic Business Advisor Training, Practice Develoment Institute Inc. Las Vegas, Nev. Contact: (800) 227-0498 or
23-25: Strategic Business Advisor Training, Practice Development Institute Inc. New York City. Contact: (800) 227-0498 or
23-24: National Governmental Accounting and Auditing Update Conference, AICPA. Omni Interlocken Resort & Spa, Denver. Contact: (888) 777-7077 or
25-29: XXIVth Annual Worldwide Conference, The Affiliated Conference of Practicing Accountants International. Vancouver, Canada. Contact: (978) 689-9420 or
25: Employee Retention Strategies, Kreischer, Miller & Co. KM&Co.'headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or
26: Intangible Assets: Economics, Politics and Consequences of Accounting Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
29-2: Management for Results Seminar. Hilton Head, S.C. Contact: Don Scholl (610) 431-1301 or
October
3-4: Staffing Forum, AICPA. Hotel Royal Plaza, Lake Buena Vista, Fla. Contact: (888) 777-7077 or
8: Electronic Communication Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
17-18: Industry Conference, AICPA. Hyatt Regency, New Orleans, La. Contact: (888) 777-7077 or
21-22: National Auto Dealership Conference, AICPA. Disney's Contemporary Resort, Orlando, Fla. Contact: (888) 777-7077 or
21-23: National Governmental and Not-for-Profit Training Program, AICPA. Aladdin Resort & Casino, Las Vegas, Nev. Contact: (888) 777-7077 or
23: Succession Planning Strategies, Kreischer, Miller & Co. KM&Co.'s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or
24-26: 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
27: 2002 Midwest Financial Reporting Symposium, Illinois CPA Society. The Standard Club, Chicago. Contact: (312) 993-0393 or
28-29: National Conference on Federal Taxes, AICPA. JW Marriott, Washington, D.C. Contact: (888) 777-7077 or
28-29: National Conference on Credit Unions, AICPA. Hilton San Diego Resort, Calif. Contact: (888) 777-7077 or
31-1: National Conference on Fraud, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or
31-1: National Conference on Advanced Litigation Services, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or
November
5: Audit Packages, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
7-8: National Conference on Banks and Savings Institutions, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or
10-13: Management for Results Seminar. Phoenix, Ariz. Contact: Don Scholl (610) 431-1301 or
11-12: National Healthcare Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.
14-15: Institute of Profit Advisors Idea Exchange and Conference, Practice Development Institute Inc. Chicago. Contact: Linda Kranz at (800) 227-0498 or
14: Auditing Routers and Firewalls, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
17-19: National Business Valuation Conference, AICPA. New Orleans Marriott, La. Contact: (888) 777-7077 or
20: Multi-state Tax Seminar, New Jersey Society of Enrolled Agents. Pines Manor, Edison, N.J. Contact: (732) 548-8023 or
21-22: National Real Estate Conference, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or
December
1-4: Management for Results Seminar. New Orleans, La. Contact: Don Scholl (610) 431-1301 or
3: Web Servers, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
5-6: National Construction Industry Conference, AICPA. Marriott Rivercenter, San Antonio, Texas. Contact: (888) 777-7707 or
5-6: Succession Planning Conference, AIPCA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or
11-13: National Conference on Current SEC Developments, AICPA. Marriott Wardman Park Hotel, Washington, D.C. Contact: (888) 777-7077 or
2003
January
6-8: Personal Financial Planning Technical Conference, AICPA. Marriott Desert Ridge Resort & Spa, Phoenix, Ariz. Contact: (888) 777-7077 or
7: IT Equipment Lease vs. Buy, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
23: Access Accounting, Process Attestation and Continuous Auditing, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
