People News: Nov. 1. 2013


Bob Graham, former U.S. Senator and former Florida Governor, received the AICPA Medal of Honor. The institute also awarded Susan Whitelaw, a partner in Whitelaw, Rice & Green CPAs,with the Public Service Award for Individuals.  In addition, the institute handed out the Sustained Contribution Award to 18 individuals throughout the U.S. Visit the AICPAs website for the complete list. … The American Institute of Certified Tax Coaches awarded 16 new tax professionals with Certified Tax Coach designation after completing the American Institute of Certified Tax Coaches' training academy. Winners include: David Steiner, Diane Herman, Ike Ikokwu, LeAnn Risenhoover, Mark Howes, Mary McMahon, Mike Lightfield, Pam Schoelles, Peter Marchiano, Randy Jenkins, Shelly Johnson, Tammie Jones, Terri Svihla, Tracy Bressler, Trang Duong and Tripp Hristopoulos. … Mary Duffy joined WTAS, Los Angeles, as a managing director in the firm's national tax office. … Brad Schrupp, a partner and assurance managing partner for BDO LLP’s Los Angeles practice, has been elected to the firm’s board of directors. … Eliza Minassian, a partner at NSBN LLP, was elected to the board of directors of the nonprofit Partners for Potential, which provides programs and services to multicultural adults with developmental disabilities. … Maga Kisriev has joined Hood & Strong LLP, San Francisco, as a tax director, Exempt Organizations.


Daniel Donofrio, a partner at CohnReznick LLP, was recently pegged as the President-Elect of the Construction Industry CPAs/Consultants Association.


Ryan Fredericks and Cristina Encarnacion have joined Markham Norton Mosteller Wright & Company PA, Fort Myers, as members of the firm’s tax team. … Brian Hall has recently joined S. Mark Hand & Associates, P.A. in Jacksonville as principal in the firm’s tax and consulting practice.


Richard Hartnig has joined the tax consulting team at Schwartz International, inAtlanta. … Carolyn Corey, who currently works at Hancock Askew & Co. LLP, received her Certified Public Accountant certification.


Chicago-based Ostrow Reisin Berk & Abrams Ltd’s co-founder Allen M. Abrams passed away on Oct. 27, 2013 after a brief illness. He was 81. Abramswas born in Paw Paw, Michigan.  He graduated from the University of Michigan, earning both a B.S., magna cum laude, in Accounting, and an M.B.A., summa cum laude. … The Illinois CPA Society has honored four of its members with their 9th annual prestigious Women to Watch awards. Dawn Eber, managing director of PwC’s risk assurance practice, and Charlotte Montgomery, a CPA and Director of Resource Allocation at the Illinois State Museum, won the experienced leader award. Melissa Bennis and Meredith Vogel picked up the emerging leader award. … John Kurkowski has been named office managing partner of the Chicago and Oak Brook offices of Crowe Horwath LLP. Stuart Miller was appointed as the local geographic leader for the Chicago and Oak Brook general audit practice. … Linda Imonti, an advisory partner at KPMG LLP, has been named one of Consulting magazine's top Women Leaders in Consulting for 2013. Linda has more than 25 years experience in consulting, helping companies develop innovative plans and turn business strategies into success.


Blue & Co. LLC has made several new hires throughout Indiana. In Bloomington, Elaine Koontz joined as an accounting specialist; in Carmel Sarah Grevel joined as an executive administrative assistant, Joesph Mattingly as a staff accountant, Stormy Ross-Martin as a collections specialist and Ashley Sellers as an accounting specialist. In the firm’s Indianapolis office, Michael Alpern, Dustin Brown, Corey Dillon and Jill Hanson joined as staff accountants, while Denita Johnson joined as a senior consultant. In its Seymour office, April Darlage joined as a senior accounting specialist, Penny Jones as an accounting specialist and Rachel Sterling as a staff accountant. … Anita Sherman, Larry Greenwalt and Larry Brodnik, who are partners at Greenwalt CPAs, have been named as Five Star Wealth Managers.


Maharishi University of Management PhD candidate, Ye Shi Linlin, was awarded the 2013 Lean Enterprise Institute’s annual Excellence in Lean Accounting Student Award.


Blue & Co. LLC has made several new hires throughout its offices Kentucky. In Lexington the firm added Kristin Conway, Joseph Duruttya and Nathaniel Murray as senior accountants. In Louisville, the firm hired Carter Rieser, as a manager of strategic planning, Rebecca Burrus and Jordan Rose as staff accountants and Nancy Hublar as a senior manager.


Frank O’Shea, a principal in the Commercial Tax Services Group of BerryDunn in Portland, has received the Pinnacle 2013 Excellence in Exit Planning Achievement Award. … Tracy Harding, a director of quality assurance and principal-in-charge at Bangor office of BerryDunn, has been named to the Regulatory Response Committee of the National Association of State Boards of Accountancy. Harding’s appointment is effective as of November 1, 2013.


Craig O’Donnell has joined PwC US, Boston, as a principal in the firm's Global Human Resources Services practice within Tax. O’Donnell previously led both the global employer services and financial services practices in New England for Deloitte Tax LLP. He received his BS and JD from Boston College and Boston College Law School and an LLM from Boston University School of Law. … Kaitlin DeMartin, a tax supervising senior at Baker Newman Noyes, Boston, was selected to take part in the Greater Boston Chamber’s 2013-14 Women’s Leadership Program.


Justin Shinabarger has joined Lewis & Knopf, Flint, as a junior staff accountant.


Gerald Ostapko has joined MarkNelson, Kansas City, as an audit senior. Jamie Morgan, Jake Thomas and Time Penland have joined the firm as staff accountants. Becky Dixon has moved up to manager, Erin Hanavan and Matt Schulte were promoted to supervisors and Luke Templin, Jim Homan and Jack Maier were promoted to seniors. … John Killoran has joined Brown Smith Wallace Small Business Services as a manager. … Timothy Kennedy, Jason McAdamis and Shawndel Rose have joined RubinBrown, St. Louis,as managers.


Eric Barr, co-founding member of Fischer Barr & Wissinger LLC of Parsippany, was a presenter at the New Jersey Society of Certified Public Accountants’ Business Valuation, Forensic Investigation & Litigation Support Annual Conference. … Diahann Lassus, president and chief investment officer of Lassus Wherley, has been named to the CNBC Financial Advisor Council.


Emily Gardner, a member of the NYSSCPA’s Young Leadership Circle, was honored at the Wolters Kluwer Tax & Accounting Emerging Leaders Program. She is a CPA and senior accountant at Kenneth A. Peworchik, CPAs, in Ithaca. This year's inaugural class of young CPAs consisted of five members: Darwin Jones, of KPMG in New York; Jaime Scott, of Gracci & Company CPAs P.C. in Jericho, N.Y.; Amanda Sexton, of Albrecht Viggiano Zureck & Company P.C. in Hauppauge, N.Y.; and Matthew Taylor, of AP Professionals in Rochester. … Brian Eccleston, a partner and Assurance managing partner for BDO LLP’s northeast region, has been elected to the firm’s board of directors. … Robert Mauro has joined Sanders Thaler Viola & Katz LLP, Jericho, as an audit director. … Bill Allen has joined Lakelet Advisory Group, West Seneca, as senior strategic advisor in its Governmental Advisory Services group. … Mike Valdes has joined WTAS, New York, as a managing director. … John Genz has joined Citrin Cooperman as a senior tax partner in the firm’s New York City office.


Tiffany Herbert, a manager in BCG & Co.’s forensic and valuation services department, has earned a Certified Fraud Examiner designation from the Association of Certified Fraud Examiners. … David Reape was promoted to principal in the tax department of Ciuni & Panichi, Cleveland, and George Pickard was promoted to senior manager in the firm’s audit and accounting services department. … Michael Stevenson, a partner at Clarus Partners in Columbus, has been appointed to the National Kidney Foundation Board of Directors. … Mary Stretar has joined Elek & Noss LLC, Cleveland, as director of marketing. … Katelyn Hansen has joined Blue & Co. LLC,Columbus, as a staff accountant Jonathan Heskett joined as a computer support specialist and Walter Theado as a senior manager.


Craig Mengel has joined Herbein + Co., Inc, Reading, as a senior manager.


Kelly Damiano and Chelsea Shoolbred were promoted to in-charge accountants on the Assurance and Advisory Services team at Scott & Co., while Ryan LaBrooy has been promoted to in-charge accountant on the firm’s Tax and Advisory Services team.


Scott Hendon, a partner and tax managing partner for BDO LLP’s Southwest region, has been elected to the firm’s board of directors. … Allyson Baumeister and Susan  Roberts, partners at Sanford, Baumeister & Frazier LLP in Fort Worth, were honored by the Texas Society of Certified Public Accountants. … A team of accounting students from the University of Houston – Clear Lake out-pointed five other squads from Houston-area colleges for the top prize in the second annual UHY LLP Accounting Smackdown.  The winners include Beta Alpha Psi Advisor Randall Xu and students Ashley Mohammed, Nicole Marshall, Grace Stritz and Tori Clark. They received a total of $1,500 in cash prizes for the best performance in answering Jeopardy-like questions on topics ranging from tax and auditing to Houston trivia during the October 18th competition held at the U of H. … Brian Amend has joined the Dallas office of UHY Advisors as a principal and market leader for the firm’s Advisory Services practice in the Dallas and Ft. Worth market.


The Accounting & Financial Women’s Alliance has tapped several winners for its 2013 Excellence in Accounting and Finance Awards. The Outstanding Achievement award went to Kay Gotshall, a senior tax manager at Keiter, CPA; Susi Barron, a staff auditor at Gibson Ruddock Patterson LLC won the Emerging Leader award; Abigail Bumgarner, who is pursuing a BA in Accounting from Montana State University, won the Excellent Student award; the Outstanding Regional Director of the Year award went to Diane Lyngstad; and the President’s Award went to Christi Olsen. … Elsie Rose, Olivia Hutton and Gregory Crawford, partners at Yount, Hyde & Barbour PC, were named Super CPAs by Virginia Business Magazine.


Sara Greenleaf, of Greenleaf Bookkeeping & Accounting Services, has been named to Intuit Inc.’s Accountant and Advisor Customer Council. … Adam Bystedt, Doug, Mai Cha, Denneson and Brittani Reiterman have joined Clark Nuber, Bellevue, as audit associates. Johnathan Diem, Kelsey Hicks, Andrew Murphy, Christine Sorteberg and Jacob Strba joined the firm as tax associates, and Krystal Kurokawa joined as an audit senior.


Gerald Carlson has been named managing partner for KPMG’s Washington Metropolitan Area, which includes 2,000 professionals in KPMG offices in Washington, D.C. and Tysons Corner in Virginia. … Bill Eisig, a partner and assurance managing partner for BDO LLP’s Atlantic region, has been elected to the firm’s board of directors. Former SEC Division of Enforcement Chief Accountant, Howard Scheck, has joined the firm as a partner in the its Forensic Advisory Practice where he will lead its SEC regulatory enforcement and compliance efforts. … Peggy Sherry has been named the next IRS deputy commissioner for Operations Support. … Marc Dorfman has joined the Public Company Accounting Oversight Board as the chief hearing officer. … Jeffery Acheson, a partner at Schneider Downs Wealth Management Advisors, was one of the 100 elite 401(k) plan advisors in the United States invited to the first annual “National Association of Plan Advisors (NAPA) DC Fly-in Forum” held on Capitol Hill on September 17-18. Acheson listened to, and advised, top Congressional leaders, including Sen. Ben Cardin (D-MD); Rep. John Kline (R-MN), who is Chairman of the House Education and the Workforce Committee; Rep. Ann Wagner (R-MO), and U.S. Dept. of Treasury’s Mark Iwry about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security. … Cari Weston recently sold her tax practice in Austin, Texas and joined the AICPA as a senior technical manager of taxation working on tax advocacy efforts and AICPA Tax Section members products & services in the Washington DC office.


Kyle Ausloos, Gloria Brunnbauer, Chad Janke, Michael Lukomski, Kelly Mischler, Justin Schmitt and Phillip Willems have joined Schenck SC as staff accountants. Linda Chosa joined as a senior tax accountant. Sue Michels joined as an associate accountant I. Jessi Mohnsam joined the firm as an administrative assistant. Alyssa Orlando joined the firm as a director of first impressions. Janice Socha joined the firm as a supervisor in the Small Business Center.

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