Wipfli has reached an agreement to provide accounting, tax and consulting services to clients of American Capital LLC, a Chicago-based firm that specializes in providing tax and succession planning services to high-net-worth individuals and their businesses.
As a result of the acquisition, AmCap owner and principal Connie Roedel will join Wipfli as a manager in the firms tax practice and private client services. She will work in the firms Milwaukee office where she will continue to serve legacy AmCap clients along with other Wipfli clients. Terms of the acquisition were not disclosed.
Roedel has over 20 years of experience in the accounting and tax area and has extensive experience in serving families and their closely-held businesses. A CPA, she is a member of the Wisconsin Institute of CPAs.
AmCap lead principal Jim Haugh will work with Wipfli on a contract basis. With over 30 years of experience providing tax services to financial institutions, individuals and businesses, Haugh is currently a governing member of the Chicago Symphony Orchestra, a board member of First Interstate Bancsystem, and past Chair of the Great Books Foundation He is a former board member of Harris Bank Hinsdale and First Bank of the Americas. Prior to founding AmCap, he served as a tax partner and National Practice Director - Bank Tax Services with KPMG.
Both AmCap and Wipfli have built dedicated practices focused on providing top-quality accounting, tax, and consulting services to privately held businesses and high net worth individuals, said Wipfli managing partner Rick Dreher in a statement. For Wipflis new clients, this transition will provide them with the same top-quality service they have grown to expect from AmCap, while giving them access to a broader range of services to meet other needs as they arise.
Milwaukee-based Wipfli ranked 25th on Accounting Todays 2009 list of the Top 100 Firms. The firm earned more than $119 million in net revenue last year. Last month, it announced that it had joined the PKF North America network of accounting firms.
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