Professionals on the Move is a roundup of recent staffing and promotion announcements from around the accounting profession.
Brogan joins CohnReznick’s Government and Public Sector Advisory practice
CohnReznick, a leading professional services firm, recently announced that Jane Brogan has joined its Government and Public Sector Advisory practice. A nationally recognized leader in disaster recovery and community development, her appointment underscores the practice’s commitment to excellence and innovation in supporting governmental disaster recovery programs.
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Brogan has more than two decades of experience designing and delivering high-impact programs that strengthen resilience and improve lives – including 15 years in senior government roles. Her leadership has guided the deployment of $12 billion in Community Development Block Grant Disaster Recovery (CDBG-DR) funds, supporting tens of thousands of households, small businesses, and infrastructure projects. As former Chief Policy and Research Officer at the New York Governor’s Office of Storm Recovery, Brogan spearheaded 17 federally funded initiatives and helped shape national policy reform.
KPMG Hires Former CBP Officials, Expanding Trade & Customs Practice Amid Tariff Disruption
Teresa (Teri) Halpin and Rodrick (Rick) Lawlor have both joined as Tax Directors, leading Trade Enforcement & Advisory Services. Teresa brings with her more than 36 years of trade enforcement experience within Custom and Border Protection (CBP)’s Trade Regulatory Audit, while Rodrick brings over 33 years of experience within the same field, to the role.
These hires come as KPMG expands its practice to address growing trade and tariff disruptions, reaffirming our commitment to helping clients navigate an increasingly complex landscape.
Hood & Strong LLP Adds Trust and Estates Expert to Growing Tax Practice
Hood & Strong LLP, with offices in San Francisco, Silicon Valley, and Sonoma County, recently added another expert to its growing tax practice, welcoming Anahi Masihi, CPA, MST, as aTax Manager specializing in trusts and estates. With more than a decade of experience in public accounting, Masihi brings expertise in individual and entity tax compliance, strategic wealth and succession planning, and multi-generational estate strategies to her role.
Before joining Hood & Strong, Masihi served as a Senior Tax Manager at Moss Adams, LLP, where she specialized in advising high-net-worth individuals, closely held businesses, and corporate executives on complex tax matters. Her experience includes tax planning for trusts, estates, gifts, and cross-border transactions, as well as leadership in diversity, equity, and inclusion initiatives. She began her public accounting career as a Tax and Accounting Manager at Just, Gurr & Associates in Campbell, CA.
In addition to her tax expertise, Masihi has been recognized for mentoring emerging professionals and leading internal training programs focused on tax technology, process improvements, and continuous learning. She holds a B.A. in Accounting from Santa Clara University and a Master’s in Taxation from San Jose State University.
Whitley Penn Announces Leadership Changes
Whitley Penn announces the following leadership changes effective January 1, 2026.
- Tommy Byrd, Partner-in-Charge of Tax
- Irfan Dossani, Partner-in-Charge of Advisory
- Jake Morris, Partner-in-Charge of Client Accounting & Advisory Services (CAAS)
“We are thrilled to announce these leadership updates and welcome Tommy, Irfan, and Jake into their new roles,” stated Chief Executive Officer, Nathen McEown. “Each one of these leaders brings a wealth of experience, strategic insight, and a deep commitment to our clients and our firm’s values. As we look ahead to 2026 and beyond, I’m confident that their leadership will drive innovation, strengthen our service offerings, and continue to elevate the exceptional client experience that defines Whitley Penn.”
Fenwick Elects 2026 New Partner Class
Fenwick, a leading law firm recently announced the election of three lawyers to its partnership, effective January 1, 2026.
The partners-elect, who are based in Santa Monica and Seattle, are:
Julia Arruda, Intellectual Property, Santa Monica: Julia advises technology clients on intellectual property matters in corporate transactions and commercial agreements. She represents companies at all stages of growth across industries such as fintech, artificial intelligence, blockchain, and gaming. Julia has extensive experience in strategic transactions involving intellectual property, including mergers and acquisitions, divestitures, and complex collaboration and licensing agreements.
Christopher Crawford, Corporate, Santa Monica: Chris counsels technology companies and their founders through all stages of the startup life cycle, with a focus on complex and evolving blockchain-related legal matters. He regularly advises clients on matters involving corporate governance, venture financings, mergers and acquisitions, initial public offerings, and other public capital markets transactions, helping them navigate the enhanced complexity of these transactions in the blockchain space.
Sean McElroy, Tax, Seattle: Sean’s tax practice focuses on advising clients on tax planning and controversy matters, with a particular focus in the blockchain space. He has advised clients in high-profile and large-stakes tax disputes, including IRS audits, and litigation before U.S. District Courts and the U.S. Tax Court. He is widely regarded as a thought leader in all tax matters relating to web3 companies, having published widely on the topic and taught a Stanford Law School course on blockchain taxation.
Aprio welcomes four new partners across key U.S. markets
.
- Jim Cordova joins as Southern California Market Leader and Real Estate Tax Partner, bringing nearly 35 years of leadership experience as the former CEO and managing partner of Top 100 firm Windes. Based in Orange County, Jim will lead Aprio’s growth across Southern California, strengthening regional teams and client impact.
- Jason Lipschultz has been named Midwest Technology Industry Leader and Risk Advisory & Assurance Partner, based in Chicago. He’ll expand Aprio’s technology and compliance services, helping companies use risk management and SOC reporting as strategic advantages.
- Dasha Walker joins as Commercial Real Estate Assurance Partner in Atlanta, leading audit and advisory services for real estate investors and developers across the Southeast.
- Elie Doft joins as Financial Services Assurance Partner in New York, bringing more than 25 years of experience in securitization and structured products across asset classes.
Aprio has completed 12 acquisitions and added 10 lateral partners in 2025, extending its presence in the Midwest, Tri-State, and California regions while expanding full-service accounting, tax, wealth management, legal, and advisory offerings nationwide.
Brogan joins CohnReznick’s Government and Public Sector Advisory practice
CohnReznick, a leading professional services firm, recently announced that Jane Brogan has joined its Government and Public Sector Advisory practice. A nationally recognized leader in disaster recovery and community development, her appointment underscores the practice’s commitment to excellence and innovation in supporting governmental disaster recovery programs.
Brogan has more than two decades of experience designing and delivering high-impact programs that strengthen resilience and improve lives – including 15 years in senior government roles. Her leadership has guided the deployment of $12 billion in Community Development Block Grant Disaster Recovery (CDBG-DR) funds, supporting tens of thousands of households, small businesses, and infrastructure projects. As former Chief Policy and Research Officer at the New York Governor’s Office of Storm Recovery, Brogan spearheaded 17 federally funded initiatives and helped shape national policy reform.
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