Professionals on the Move – April 8, 2024

With over 35 years of experience providing accounting services for public and private companies, Florio has successfully guided clients through all facets of strategic planning to help them make critical decisions while ensuring transactions are tax efficient and seamless. His background also includes extensive knowledge and experience in business valuations and due diligence. 

Prior to joining UHY, Florio was a senior partner at a top 25 accounting firm, where he served as part of the firm’s Executive Committee for over 25 years.

Florio is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants and is a licensed CPA in the state of New York. He holds a BBA in accounting from Pace University.

For more information about UHY, please visit www.uhy-us.com.

Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Avantax® Inc., a leader in tax-focused financial planning and wealth management, recently welcomed Heidi and Nicholas Irwin, married advisors who transferred to Avantax after many years of affiliation with Edward Jones, where the couple report having managed more than $250 million in total client assets, as of March 20, 2024*. The couple joins current Avantax affiliate Alliance Wealth Strategies LLC.

Heidi Irwin joined her father’s financial planning practice in 2014, decades after he started it in the Central Texas town of Lockhart, known as “The Barbecue Capital of Texas.” Nicholas joined the family business in 2020. The couple chose to transfer to Avantax because they were attracted to the flexibility of the independent financial advisor model and having access to, and the support of, experts in the Avantax Home Office, especially to provide clients with solutions for complex cases.

Having been part of a family-owned business for many years, personal relationships are key to Heidi and Nic, and they said they’ve seen that reflected in the culture of the Avantax Community.

Nic Irwin said his passion for supporting financial planning with investment research and data analytics fits well with Avantax’s emphasis on tax-intelligent planning.

Crowe welcomes and celebrates 52 new partners and principals

Crowe LLP, a public accounting, consulting and technology firm, has elected the following 52 new partners and principals to the partnership, effective today.

“On behalf of our management committee, our Board, our partners and the entire firm, I am very proud to congratulate each one of our new partners on this momentous career achievement,” said Crowe CEO Mark Baer.

Audit		Tax		Consulting		Enterprise
Tomas Birriel Michelle Blackstock Jessica Boilard Kathryn Bostick John Chen Connor Doyle Patrick Higgins Ben Ilnicki Christa Jaganath Kevin Kerswick Justin Kuo Jenna Liao Allison Minnis Brennan Nagle Megan Rangen Kate Rudner Elizabeth Sav Chad Schenkel Jeffrey Schermerhorn Vikas Sharma Erin Twitchell		Brandon Barrientos Cary Black Matt Brown Tim Daum Andrew Eisinger Holly Hinz-Martin Helen Ho Brandon Holland Mike Keil Chris Kobylewski Bonnie Laughlin Nila Loveall Matt Marek Jennifer McMahan Leah McQueeney Elizabeth Preng Kaylee Prescott Zach Robbins		Eric Bunner​ Jay Fogelson​ Glendon Haney​ Tom Hoffman​ Maria Mora​ Bo Qiu Jacob Rivkin​ Kristen Sharpe​ Morgan Strobel​		Lauren Beslow (Firm Risk Management) David Feinberg (Finance) Rachael Gibson (Talent Solutions) Doug Knoch (Office of Corporate Development)

KPMG U.S. Chair and CEO Paul Knopp to Helm CAQ’s Governing Board 

Paul Knopp, KPMG U.S. Chair and CEO, has been elected Chair of the CAQ’s Governing Board, effective April 1, 2024. 

The CAQ’s Governing Board is comprised of a variety of leaders representing the financial reporting ecosystem, including chief executive officers from some of the largest public company audit firms, the American Institute of CPAs, as well as independent board members from investor, board member and issuer communities. The Governing Board oversees the CAQ’s strategic agenda and activities. 

Knopp succeeds Tim Ryan, US Senior Partner at PwC. “Tim has been instrumental in leading the CAQ to help address some of the most important issues impacting our profession, from the talent pipeline to helping the profession lead the way in emerging areas of corporate reporting like climate and cybersecurity,” said Lindsay.  
 

Mazars in the US Hires Ryan McLaughlin as Partner

Mazars, a leading audit, tax and advisory firm in the US, recently announced that Ryan McLaughlin has joined as an Audit Partner in the Long Island Office. With over 16 years of experience working in accounting, audit and business advisory with both private and publicly held clients, Ryan will contribute to growth across multiple service lines, particularly in the Long Island market. 

Throughout his career, Ryan has led audit teams serving the needs of clients across varied industries, including pharmaceutical, retail and consumer products, manufacturing and distribution, software and technology, and professional services.

Ryan joins the firm from BDO, where he began his career and was appointed to Partner in 2021. In addition to his client work, he was involved in nearly every aspect of BDO’s people development programs and seeks to continue his mentorship efforts with Mazars team members at all levels.

Ryan received a Bachelor of Business Administration (BBA) in Accounting from Siena College (NY) and is a member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants.