CALIFORNIA
Rothstein, Kass & Co. PC, Beverly Hills, has hired Stuart Siegel as director of information technology services for its National Real Estate Group. Siegel brings more than 18 years of experience in IT for real estate and commercial enterprises, and was previously chief information officer for the Fortress Group.
COLORADO
Zarlengo Wilkins & Co. PC, Wheat Ridge, has hired Judy Martillaro as tax manager. She joins the firm after 13 years with PricewaterhouseCoopers, where she was a senior tax manager. ... Sheila Lake, audit manager for Holben Cooper Christian Hay & Husman, Denver, has been appointed to the American Institute of CPAs’ Group of One Hundred, which focuses on emerging issues and market opportunities within the profession.
FLORIDA
Berkowitz Dick Pollack & Brant CPAs and Consultants LLP, Miami, has promoted Paul Kaplan to supervisor in the audit department; and Mitchell Cutler to manager, and Jenna Longman to senior accountant, both in the business advisory services department. ... Rachlin, Cohen & Holtz LLP, Miami, announced the charitable activities of two of its employees. Richard Drath, the firm’s director of accounting and tax services, has been selected to chair the accountants division of the United Jewish Community of Broward County, which focuses on building the Jewish community through philanthropy and humanitarian activities. Manager Elizabeth Smith has been elected to serve a two-year term on the board of the Girl Scouts of Palm Glades Council Inc.
ILLINOIS
Daniel A. Wolf has joined Steinberg Advisors Ltd., Northbrook, as a partner. He will lead the tax and financial planning practices of the firm. Previously, Wolf had worked as a managing director with RSM McGladrey.
MISSISSIPPI
Smith, Turner & Reeves CPAs has admitted two new shareholders: Arvil R. Stanford in the Oxford office and Jerry M. Goolsby in the Jackson office. The firm has also promoted Ellen A. Bevon to manager in the tax division, and hired Patricia Perkins as accounting services manager, both in the Jackson office.
NEW YORK
Ted M. Felix has been elected managing partner of Lazar Levine & Feliz LLP, New York, succeeding firm founder Melvin F. Lazar. Felix joined the firm in 1995. ... American Express Tax and Business Services announced that it has appointed the following to managing director at its New York office: James S. Bobrowski, Curtis E. Degenfelder, Joseph R. Ricchezza, Javi S. Seera and Richard B. Stabinsky. In addition, Gerard A. Mangieri has joined the New York office as a managing director in the Financial Services Industry Group.
OHIO
Kentner Sellers LLP, Vandalia, has admitted Mike Wardley as a partner. Wardley joined the firm in 1992, and specializes in providing consulting and business advisory services to construction, manufacturing and distribution companies. He also chairs the firm’s Profit Improvement Group, which focuses on management training. ... SS&G Financial Services has named Annette Hoelzer co-managing partner of its Columbus office. Hoelzer, a director in the tax department, is also a member of the Tax Committee of the Ohio Society of CPAs.
PENNSYLVANIA
Stephen J. Scherf, a principal in the Philadelphia office of Parente Randolph LLC, has received the Certified Forensic Accountant designation from the American College of Forensic Examiners. Scherf specializes in forensic accounting and litigation services.
WISCONSIN
Schenck Business Solutions, Oshkosh, has promoted Stacy Braaksma to senior accountant. Braaksma recently received her CPA designation, and has experience in auditing and taxation.
FIRMS
IOWA
Larson Watson Bartling & Juffer LLP, West Des Moines, announced its recent name change to LWBJ in connection with its expansion into new markets. There has been no change in management and they will be providing the same services.
PENNSYLVANIA
Robert Ciaruffoli, chairman and chief executive of Parente Randolph announced the sale of Parente Technology's Voice and Data Division to Blue Sky Network Solutions. Blue Sky Network Solutions will be led by Kurt Santayana.
TEXAS
The Houston CPA Society will hold its 17th annual charity event on Jan. 23, 2003, at the Hyatt Regency. This year's extravaganza will honor Frank M. Young, founder, president and chief executive of Theatre Under the Stars, a nonprofit musical theater company. Proceeds from the event will benefit TUTS' Humphreys School of Musical Theater, which enrolls more than 1,000 young people annually, and CPAs Helping Schools. For more information, visit www.houtscpa.org.
VIRGINIA
RSM McGladrey, Minneapolis, has acquired the non-attest assets of Cheely Burcham Eddins Rokenbrod & Carroll PC, Richmond. The move makes RSM the largest accounting, tax and consulting firm specializing in the middle market in Richmond.
WASHINGTON D.C.
RSM McGladrey celebrated the launch of a new brand at its annual meeting. The launch will include a new logo and a promotional campaign with newspaper and broadcast advertising.
COMING EVENTS
DECEMBER
17: Federal Tax Update, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
17: New York State Taxation Conference, Foundation for Accounting Education. New York Helmsley Hotel, New York. Contact: (800) 537-3635.
19: Pre-Tax Season Review: Individual Returns, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
20: Pre-Tax Season Review: Corps, Partnerships and Fiduciaries, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
2003
JANUARY
6-8: Personal Financial Planning Technical Conference, AICPA. Marriott Desert Ridge Resort & Spa, Phoenix. Contact: (888) 777-7077 or
7: Real Estate Taxation, Foundation for Accounting Education. New York Sheraton Hotel & Towers, New York City. Contact: (800) 537-3635 or
8: IT Vendor CPA Breakfast - Information Security, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
9: Tri-State Taxation, Foundation for Accounting Education. New York Helmsley Hotel, New York City. Contact: (800) 537-3635 or
9-10: Windows of Opportunity: The Alliott Group North America Leadership Forum, Alliott Group North America. MGM Grand Hotel, Las Vegas. Contact: Sarah Helton (502) 583-0248 or
13-14: 2003 CPE Tax Expo, Houston Chapter of the Texas Society of CPAs. JW Marriott, Houston. Contact:
14: International Taxation, Foundation for Accounting Education. The Association of the Bar of the City of New York, New York City. Contact: (800) 537-3635 or
14-15: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Headquarters, St. Louis. Contact: Julie Strawn (877) 226-0496 or
16: Federal Tax Update, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
16: Nonprofit Conference, Foundation for Accounting Education. Holiday Inn Airport, Rochester, N.Y. Contact: (800) 537-3635 or
23: Access Accounting, Process Attestation and Continuous Auditing, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
23: Nonprofit Conference, Foundation for Accounting Education. New York Sheraton Hotel & Towers, New York City. Contact: (800) 537-3635 or
23: 17th Annual Charity Event (honoring Frank M. Young, founder of Theatre Under the Stars), Houston Chapter of the Texas Society of CPAs. Hyatt Regency, Houston. Contact:
29: Ethics and the Regulation of Texas CPAs, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
30: Ethics and Texas State Board of Accountancy Complaints, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
FEBRUARY
1-4: Discover2003, DATAlynx and TRUSTlynx, members of the Fiserv Trust Services. Westin Hotel Tabor Center, Denver. Contact: (800) 525-2124, ext. 5116 or
4: Disclosure Issues for High-Tech Companies, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
6: Pre-Tax Season Review: Individual Returns, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
7: Pre-Tax Season Review: Corps, Partnerships and Fiduciaries, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
20: Microsoft .Net speaker to be announced, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
MARCH
4: Using ACL in a Financial Statement Audit, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
13: Using Benford’s Law to Detect Financial Fraud, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
MAY
5-6: 2003 National Conference on Employee Benefit Plans, AICPA. Marriott Rivercenter, San Antonio. Contact:
6: VPNs - Virtual Private Networks, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
11-16: 2003 National Banking School, AICPA. University of Virginia, Charlottesville, Va. Contact:
14: Hacking for Auditors, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
19-20: Tax Strategies for the High-Income Individual, AICPA. Aladdin Resort and Casino, Las Vegas. Contact:
28-29: 2003 New Jersey Accounting, Business & Technology Show, New Jersey Society of CPAs. Meadowlands Exposition Center, Secaucus, N.J. Contact:
JUNE
9-10: 2003 California Accounting & Business Show, California Society of CPAs. LAX Hilton Hotel, Los Angeles. Contact:
9-10: Practitioners Symposium, AICPA. Pointe South Mouuntain Resort, Phoenix. Contact:
10: Non-Windows and Non-Outlook Environments, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
12-13: 2003 Not-for-Profit Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact:
16-20: 2003 Tax Education Program - Week 1, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
17: COBIT, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
23-25: Tech 2003 - Information Technology Conference, AICPA. Bellagio, Las Vegas. Contact:
23-27: 2003 Tax Education Program - Week 2, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
JULY
7-11: 2003 Tax Education Program - Week 3, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
9-10: 2003 New York CPA, Business & Technology Show, New York State Society of CPAs. Hilton New York Hotel, New York. Contact:
9-11: 2003 Advanced Estate Planning Conference, AICPA. Fairmont Royal York, Toronto. Contact:
14-18: 2003 Tax Education Program - Week 4, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
