People News: Aug. 28, 2015
Jodie Rolih has rejoined Hemming Morse as a principal. Rolih previously spent 11 years at Hemming Morse, and she returned to the firm after two years as a principal with Morse Wittwer Sampson, LLP. She will be based in Hemming Morse’s Fresno office. … Karen Connair has joined Marcum LLP as a tax and business services partner in the firm’s Irvine office. She is a member of the Corporate Tax Compliance and Planning group. Marcum is a top national accounting and advisory services firm. Connair has over 25 years of experience working in both public accounting and private industry. Her expertise includes tax compliance, tax accounting and tax consulting for large and middle-market closely held companies, partnerships, their owners and other high net worth individuals. … Sideman & Bancroft LLP has hired Natacha Kolb as a partner in the Estate Planning and Tax groups. Kolb specializes in representing high-net-worth families and individuals in estate planning and administration, business succession planning and philanthropic planning. She also advises non-profit and charitable clients and assists tax-exempt organizations with incorporating and obtaining exemptions from taxation. … Grant Thornton LLP admitted Alison Tjosvold Milhous as an audit partner in the firm’s San Diego office.
Kaufman Rossin has elected the following to directors of their respective areas. Jason Chorlins serves as a director of regulatory compliance in the firm’s risk advisory practice. Eileen Martin has been with the firm for more than 20 years and now serves as the director of data management in the information technology department. Evan Morgan, CPA, joined Kaufman Rossin in 2004 and is an integral part of the firm’s tax department as a director of tax services. Deborah Morrison has been with the firm since 2003 and is a director of estate and trust services. Her expertise is working with high-net-worth individuals, their families and their privately held businesses. Chad Ribault joined Kaufman Rossin in 2011 and now serves as a director of financial services tax in the firm’s Miami office. He manages tax consulting and compliance services for large hedge fund and investment partnership clients, consisting of a variety of investment strategies and fund structures. Claudia Bendana, Ada Cohen, David Garcia, Brandon Johnson, Nelson Martinez, Jonathan Pineda, Richard Salinas, Glenn Salzman and Andres Suarez were prmoted to manager.
Stephen Chipman, senior vice chairman of Grant Thornton LLP, has elected to retire early from the firm in order to pursue new opportunities in line with his professional ambitions, effective October 31, 2015. … Patricia McGarr, principal and National Director of Valuation Advisory Services at CohnReznick LLP, was named among Real Estate Forum magazine’s 2015 Women of Influence. Real Estate Forum’s list recognizes powerful female commercial real estate professionals. McGarr leads and manages the valuation practice for CohnReznick Advisory and, among the top 10 accounting firms, she is the only female leader of a National valuation practice. The practice provides business valuation services and has specialized expertise valuing real estate, energy, financial instrument, and tangible and intangible assets. In addition, Pat focuses heavily in the area of litigation and often testifies in various courts and proceedings. She works closely with her group to develop talent and to make sure that they are invested in the firm’s success, while focusing on the success of each team member. … Grant Thornton LLP is growing its People & Culture leadership team with the additions of Joe Tria, Laura Sue D’Annunzio and Tracy McShane-Wilson, who join as chief learning and leadership officer, strategic talent leader, and talent acquisition leader, respectively.
Cindy Stammich has joined Kruggel Lawton CPAs the firm as a staff accountant in the firm’s business accounting services group. Stammich has over 30 years of public accounting experience, with an extensive background in accounting and bookkeeping, monthly/quarterly/annual compilations and QuickBooks.
Jessica Kuhn, a manager in Ellin & Tucker’s audit, accounting and consulting department, has been appointed to the board of directors of the Women’s Housing Coalition – a nonprofit organization dedicated to providing safe, affordable housing and support services to low-income women and families in Baltimore City. As a member of the board, Kuhn will serve a three-year term, helping drive the organization’s mission by raising awareness of the organization and cultivating donor support.
KLR has added Mitchell Halpern to its private client service team. Halpern has approximately thirty years of experience specializing in tax and financial advice specific to professional athletes, entertainers and high net worth individuals, including proper reporting of income, maximizing allowable deductions and other issues related to multi-state, estate and gift taxation.
Emily Chen has joined PEF Services LLC as a fund accounting manager. Prior to PEF, Chen was the vice president of Portfolio Accounting at Citi Hedge Fund Services, where she supervised a team of accountants and played an instrumental role in the administration of several hedge funds by overseeing the accounting process. Prior to that, Chen worked as a Fund Accountant at Derivatives Portfolio Management, where she developed her accounting and fund administration expertise.
John Iacobellis has joined BDO USA as an assurance partner in the Financial Services practice in the New York City office. He has over 13 years of experience in the financial services industry and an extensive background in providing assurance services to broker-dealers
Kenneth Stefanski has been appointed to Walthall CPAs management committee for a three-year term. The committee consists of three partners who lead the firm’s strategy and growth. Stefanski’s appointment completes Walthall’s management committee that includes Richard T. Lash, managing partner, and Richard H. Cause, partner.
Susan Kirsch has been named the chairperson of Schneider Downs’ tax advisory services practice. Kirsch will transition to this position with the assistance of Paul Matvey, who has served as tax chair for the past 17 years.
Marlon Williams has been tapped as the leader of McConnell & Jones LLP’s nonprofit and governmental audit practice and partner in charge of the firm’s Dallas office. In this role, Williams will promote and direct MJ’s strategic initiatives related to the practice growth across the firm’s various niches in the North Texas market such as governmental entities, nonprofit organizations, privately owned and publicly-held companies, as well as employee benefit plans. He will also have responsibility for all management and administrative matters related to oversight of the Dallas office.
The International Valuation Standards Council has recruited five high level secondments to support its strategy and future growth. Nick Talbot, a Director at the Royal Institute of Chartered Surveyors will take the position of Interim CEO. Ken Creighton takes the position of Strategy Advisor and will aid Nick Talbot in supporting the work of the IVSC Trustees. Peter Melvin, based in New York City, will work on projects relating to financial instruments. Alexander Aronsohn will support the IVSC’s Standards Board in the area of real estate valuation. He is currently an associate director in the professional groups and forums team of RICS, working in the Valuation Practice Groups. Adam Smith will work in the USA in the area of business valuations, helping to structure the IVSC’s approach to standards and guidance.
Nicolas Schuck has been promoted to controller and chief accounting officer at Huntington Ingalls Industries, effectively immediately. Schuck joined HII in January 2012 as corporate assistant controller and has recently worked as assistant controller at HII's Newport News Shipbuilding division. He has more than 18 years of finance and accounting experience at companies including ManTech International Corp., PricewaterhouseCoopers and Arthur Andersen. He attended the National Institute of Economics and Accounting in Paris; he holds a bachelor's degree and a master's degree in accounting and finance and is a certified public accountant.
Joe Huddleston has joined Ernst & Young LLP as an executive director in the firm’s national indirect tax group. … Joseph Calianno has joined BDO USA as a tax partner and International Technical Tax Practice Leader in the National Tax Office and is located in Washington D.C. Prior to joining BDO, Calianno was a partner with Grant Thornton’s National Tax Office and previously worked as Special Counsel to the Deputy Associate Chief Counsel (International) in the office of Chief Counsel, Internal Revenue Service.
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