ARIZONA
CALIFORNIA
Tayiika M. Dennis and David J. Haygood were promoted to senior managers at NSBN LLP, Beverly Hills. …Annette Ahlers joined Moss Adams LLP, Los Angeles, as a tax partner in its Tax Specialty Group. Ahlers will serve as a strategic counselor for businesses seeking highly technical corporate tax planning services, including advice related to transactions, restructuring, post-acquisition compliance, bankruptcy tax analysis and more. Prior to joining Moss Adams, Ahlers served as a tax partner at Pepper Hamilton LLP, where she launched the corporate tax group in the Washington, D.C. office. She also spent time as a tax partner in the corporate group at Ernst & Young, where she was the director of M&A services for the mid-Atlantic region.
CONNECTICUT
Greg Morrow joined KPMG LLP, Stamford, as a partner in the firm’s federal tax practice where he will assist technology clients. Charles Schneider joined the firm as a managing director, and will work in the Tax Transformation and Outsourcing Services Group, which is a division of the federal tax practice. …Kislay "Sal" Shah, a partner at McGladrey LLP, relocated to the Stamford office to serve clients throughout Connecticut and Westchester County. Shah previously worked in the firm’s New York office, where he served the investment industry for more than 22 years.
FLORIDA
Thomas E. Bazley joined Adamson + Co. PA, Winter Haven, as a manager in the tax department. …Morrison, Brown, Argiz & Farra, LLC, Miami, promoted several of its staff members throughout its Florida and New York offices: Manuel E. Pravia, Steven Blumenthal, Mark Fenaughty, Michael Moss, Scott J. Goldberg and Michele P. Ferrara were promoted to principal; Andrew Siskin, Grethell Anasagasti and Marc Freeman were promoted to director; and Holly Condon, senior vice president of sales and marketing for Solutions@MBAF LLC, an affiliate of the firm, was promoted to principal.
GEORGIA
Paul Dubsky was promoted to director in the dispute resolutions and forensics practice at Bennett Thrasher PC, Atlanta, while Raygan Evans and Jenna Wilhelm were promoted to senior manager in the tax practice; Brian Hamm was promoted to senior manager in the financial reporting and assurance practice; Chiquita Banks was promoted to manager in the state and local tax practice; and Annie Casey, Haley Chura and James Johnson were promoted to manager in the financial reporting and assurance practice. The firm also promoted Stephanie Crawford to human resources manager. … Marc Frediani joined KPMG LLP, Atlanta, as a partner in the firm’s federal tax practice.
ILLINOIS
Grant Thornton LLP, Chicago, has admitted over two dozen staff members as partners and principals, and promoted more than 30 to managing director, throughout the firm’s offices across the U.S.: Andrew Brown, Beverly Byers, Daniel Flowers, Amanda Hartman, Anthony Holden, Darlene Huff, Joseph Loretto, Steven Recor, Mick Rennick and Richard Sacher were admitted as audit partners. Brian Fralick, Joe Parrish, Melvin Tobaru, Peter Stonis and Brandon Young were admitted as tax partners; James Harvey was admitted as global public sector audit partner and Lane Jackson as health care advisory practice partner; Bill Kaiser was admitted as an international tax partner and Bryan Moser as forensic and valuation services partner; Jason Plourde and Scott Ruggiero were admitted as professional standards group partners and Brian Pomis as state and local tax partner; Matthew Tierney was admitted as business advisory services principal, Sharon Whittle as compensation and benefits consulting principal and Jamie Yesnowitz as state and local tax and national tax office principal; John McLain was admitted as a global public sector audit principal, while Shiva Verma was admitted as global public sector advisory principal. The following were promoted to managing director: Claudia Alonso, Helen Bachman, Linette Barclay, Dean Beddow, Justin Burchett, Carolyn Carpenter, Steve Carter, Ian Cookson, Douglas Criscitello, Vikram Das, Duane Dobson, Anna Dourdourekas, Robert Forchetti, Trent Foster, Anthony Fuccione, Phil Gaglio, Paul Klein, Cherie Kummer, Anne Lee, Johnny Lee, Mindy Malbasa, Maria Manasses, Todd Patrick, Dan Potter, Molly Rauzi, Brian Reynolds, Priya Sarjoo, Kimberly Schrant, Brian Shea, Christopher Shearer, Meredith Vogel, Lorraine White, Jeff White and Zeljko Zelic.
MAINE
Rachael Siegfriedt, Oksana Shevchuk and Ted Murray have joined BerryDunn, Portland, as staff accountants. The will provide audit and accounting services to a variety of the firm’s clients, including both profit and not-for-profit organizations.
MASSACHUSETTS
Kristina Drzal Houghton, partner and director within the Tax Division of Meyers Brothers Kalicka PC, Holyoke, was invited to take part in the national Strategic, Tax and Legislative ThinkTank in Houston.
MINNESOTA
Thomas G. Murphy joined L. Harris Partners LLC, Minneapolis, as a senior adviser.
MISSOURI
Steven Hays was appointed partner-in-charge of the Life Sciences Services Group at RubinBrown, St. Louis. The firm also tapped Steven Harris as partner-in-charge of Entrepreneurial Services Group.
NEW YORK
Bruce Buchanan returned to PwC US, New York, as a managing director with business recovery services. Buchanan will serve in the restructuring services arm of the firm’s deals team and will help clients with evaluating their strategic and financial alternatives.Prior to joining PwC, Buchanan served as managing director, head of strategic finance and global restructuring group team leader at RBS Securities Inc. He has also led the restructuring divisions at Morgan Stanley, Bank of America Merrill Lynch and GE Capital. The industry veteran kicked off his accounting career in PwC’s financial audit group. … Gerald Archibald, founding partner of The Bonadio Group, was presented with Community Partner Award from The Council of Agency Executives, Rochester. … Cindy McLoughlin joined J.H. Cohn LLP, Long Island, as partner. …Thomas Gawne joined CPA2Biz, New York, as director of professional services. Prior to CPA2Biz, Gawne served as a senior technical consultant for the Tax & Accounting business of Thomson Reuters. … Michael J. Garibaldi, president and CEO of Israeloff, Trattner & Co., Garden City, was honored by the Advancement for Commerce Industry & Technology with the Reverend Monsignor Thomas J. Hartman Humanitarian Award. … Renée Miller-Mizia, Jimmy S. Pappas, and Elaine Wood joined Alvarez & Marsal, New York, as managing directors in the firm’s global forensic and dispute services practice. … Mark Gibson and Josh Herrenkohl were appointed co-leaders of the construction and real estate advisory services practice at Ernst & Young LLP, New York. The two succeed Mark Costello, who recently took on the role of global leader for the firm’s real estate advisory services practice.
OHIO
Skoda, Minotti & Co., Cleveland, made several promotions throughout the firm: Marie Lenarduzzi and Amy Gibson were promoted to principal in the tax planning & preparation department, while Dave Walter was promoted to senior manager, Jenna Staton to manager and Lisa Wilson to staff accountant. Kyle Rohrig was promoted to principal in the accounting & auditing department, while Rebecca Ferris and Greg Skoda were promoted to manager. Tony Antonelli, Catherine Fiorta, John Di Geronimo, Amanda Frantz and Kyle McClear were promoted to senior staff accountants. Sean Saari was promoted to senior manager in the business valuation & litigation services group. Mary Wallis moved up to practice services manager, while Jeanie Weber and Julie Ipavec were promoted to tax processing specialist. Casie Horton was promoted to senior financial services specialist in the financial services group and Shelley Morgan to senior HR generalist in the firm’s HR department. Chris Brandt was promoted to senior network manager in the internal information technology department, while Scoot Foos moved up as senior helpdesk technician. … Jean M. Pavlin was promoted to director of accounting and auditing at Walthall, Drake & Wallace LLP, Independence, while Janice C. Paul-Canfield was promoted to director of quality control and Jennifer B. Witczak to supervisor. The firm also elected James E. Sprague and Richard H. Cause to its management committee with Richard T. Lash serving as chairman.
PENNSYLVANIA
Brent Musselman, a member of Dunlap & Associates PC, Chalfont, passed the Pennsylvania Uniform CPA Examination and has received his CPA license. Yuriko Grenda and Rebecca Schell joined the firm as a staff I accountant in the accounting services department, where they will provide audit services for nonprofit organizations, local governments and commercial entities. …Frank D. Cannon was promoted to director of employee benefit plans at Isdaner & Co. LLC. … Samantha McGrath joined Wouch, Maloney & Co. LLP, Horsham, as an accounting and audit manager.
TENNESSEE
Kaitlyn Kambestad joined Lattimore Black Morgan & Cain PC, Nashville, as an executive administrative assistant where she will work in the firm’s shared services department in the Brentwood location. She will provide services for the entire LBMC family of companies. Emily Wells was hired as an administration assistant in the Chattanooga office, where she will assist LBMC Employment Partners LLC. Joe Anderson joined LBMC Managed Security Services LLC, as an engineer. Prior to LBMC, Anderson worked at Peak 10 as a dada center support technician.
VIRGINIA
Daniel Volante and John Schwarzmann joined the collateral review services practice at Cherry, Bekaert & Holland LLP, Richmond. Schwarzmann and Volante previously worked at Dixon Hughes Goodman, where they focused on new loan underwriting and special assets/problem loans involving private and publicly traded companies.
WASHINGTON
Lance Dunn, former CEO of TaxACT, was appointed to the board of directors of Blucora Inc., Bellevue.
WASHINGTON, D.C.
John J. Cross has been named director of the Office of Municipal Securities of the Securities and Exchange Commission. Cross previously served as the associate tax legislative counsel in the Office of Tax Policy at the U.S. Treasury Department, where he has was responsible for legislative, regulatory and budgetary tax matters affecting municipal bonds. Robert E. Plaze will retire as deputy director of the SEC’s Division of Investment Management at the end of August. Plaze spent the last 30 years with the SEC. …Todd McArthur was appointed M&A tax principal in PwC US’s Washington National Tax Services practice, where he will focus on strategic joint ventures, domestic and international partnership structuring, and alternative investment matters. Prior to PwC, he served as a partner in the global private equity and tax group at Dewey & LeBoeuf LLP.
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