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Advisory

Professionals on the Move: February 19, 2019

A roundup of recent promotions in the tax and accounting profession.

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Haskell & White Promotes 10 in Tax and Audit Departments

Haskell & White, one of Southern California’s largest independent public account firms, with locations in Irvine and San Diego, has announced the promotion of ten deserving employees; seven in the Tax Department and three in the Audit and Business Advisory Services Department. The promotions are as follows:

Brian Stiefel, CPA, Principal, Tax Services

Brian joined Haskell & White in 2007 and currently specializes in commercial real estate consulting and compliance for partnerships, LLCs, and S-Corporations, focusing on tax advisory services, related to the commercial real estate industry. Brian is a graduate of the University of California, Santa Barbara.

David Chang, CPA, Senior Manager, Tax Services

David has more than 10 years of public accounting experience, including tax consulting and compliance services to corporations, middle-market companies, and high net-worth individuals. He also services both domestic and foreign industries, including technology, manufacturing, and professional services. Brian received his Bachelor of Arts from the University of California, Irvine.

Nicholas Booth, CPA, Manager, Tax Services

Nicholas joined Haskell & White two years ago with four years of public accounting experience. Nicholas specializes in tax compliance and planning for real estate, closely held businesses, and high net worth individuals. Nicholas received his Bachelor of Arts from the University of California, Santa Barbara in economics and accounting, with a minor in philosophy.

Austin Rice, CPA, Manager, Tax Services

Austin joined Haskell & White in May of 2018 after a stint at a national firm and two CPA firms in Antelope Valley. Austin specializes in real estate, high net worth individuals, and closely held businesses. He will focus on developing staff and leading engagements in his new position. Austin graduated magna cum laude from California State University, Northridge, with a Bachelor of Science in accountancy.

Kyle Collins, CPA, Manager, Audit and Business Advisory Services

Kyle brings six years of public accounting experience to Haskell & White, which he joined over a year ago. In his new role as audit manager, Kyle will lead engagement teams to ensure efficiency as well as a great client experience. Kyle earned his Bachelor of Science in accounting and finance from California Polytechnic State University – San Luis Obispo.

Mayra Cruz, Senior Accountant, Audit and Business Advisory Services

Mayra came to Haskell & White four years ago after ten years of accounting experience in the private industry. Mayra specializes in SEC compliance, working with real estate and manufacturing industries. She also enjoys working with healthcare clients. Mayra graduated from California State University – Long Beach with Bachelor of Science degrees in accounting and finance.

Andrea Alaniz – In-Charge Accountant, Audit and Business Advisory Services

Andrea has been with Haskell & White for nearly three years, first as an intern while completing her studies. She then went on to specialize in auditing financial statements and employee benefit plans with the real estate, non-profit, and medical device industries. Andrea received a Bachelor of Science degree in accounting with a minor in business/management from Azusa Pacific University.

Aida Zomorrodian – In Charge Accountant, Tax Services

Aida joined Haskell & White two years ago as a staff accountant, providing tax services to partnerships, S Corporation, Subchapter high net worth individuals, and trusts. Aida earned a Bachelor of Science in accounting from The Mihaylo College of Business and Economics at California State University in Fullerton.

Elizabeth Alfano, CPA, Senior Accountant, Tax Services

Elizabeth joined Haskell & White last year, bringing with her experience at a public accounting firm. She was also a quality analyst and software engineer at Intuit, where she supported tax products. Elizabeth earned a Master’s in accounting from American University in Washington D.C.

Stacy Farinich, Executive Tax Administrator

Stacy joined Haskell & White in 2014, serving as a member of the Tax Services Group. Stacy provides administrative leadership to team member, working as the central point for tax processing.

 

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Warren Averett Member Appoints Cindy Ethridge as Habitat Chairperson

Warren Averett, LLC has announced that Cindy Ethridge from the Atlanta office has been appointed as the new Atlanta Habitat chairperson. Cindy is currently a member of the firm’s Audit Division, specializing in nonprofit clients. Along with her chairperson appointment, Cindy is currently a board member for the City of Refuge and an audit committee member of the Peachtree United Methodist Church. She was also a recipient of the Womenetics POW Award.

The Atlanta Habitat Board of Directors is a committee of 25 volunteers who serve as leaders in their community, which works to build affordable, innovative developments for low-income families in Atlanta and South Fulton.

Warren Averett is one of the largest accounting firms in the Southeastern region, with 15 office locations. The firm also ranks among the top 35 firms in the U.S.

 

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Marcum LLP Announces Five New Partners

Marcum LLP is one of the largest independent public accounting and advisory services firms, with offices throughout the U.S. as well as Grand Cayman, China, and Ireland. They recently announced the addition of five new partners in their three East Coast Offices.

Mark Cummings, CPA

Mark works as an Assurance Services partner in the firm’s Boston office. He has more than 20 years of experience in assurance, reimbursement, and tax in the healthcare industry, and currently serves clients in the New England market.

Lindsay N, Timcke, MBA

Lindsay is a principal in Marcum’s Boston Advisory and Consulting practice, as well as a member of the firm’s Cybersecurity and IT Risk & Assurance Services Group. Lindsay has 25 years of experience in the industry, specializing in the development and implementation of cybersecurity programs as well as Enterprise Risk assessments.

Richard A, Izzi, CPA

Richard is a partner in the New York Advisory Group, leading transaction services for the tristate (NY, NJ, CT) area. Mark specializes in transaction advisory service to clients, including private equity funds, strategic investors, and lenders, and is a certified Six Sigma Green Belt.

Douglas McKay, CPA

Douglas is a tax partner in the firm’s Alternative Investment Industry Group, located in New York City. He currently has more than 20 years of industry experience and currently specializes in partnership and private equity taxation.

Andrew E. Finkle, CPA, JD, LLM

Andrew is a partner and tax leader in the Transaction Advisory Services Group in the firm’s Philadelphia office. He also is a Mid-Atlantic regional leader in Marcum’s Private Equity Practice Group. Andrew has more than 30 years of experience advising middle market businesses on advisory, compliance, and accounting related tax matters. Andrew is also a tax attorney skilled in tax controversy matters, leading a team of transaction tax advisory professionals providing counsel to U.S, and multinational buyers and sellers, private equity groups, and other financial buyers on the tax implications of mergers and acquisitions, restructurings, joint ventures, bankruptcies, and dispositions.

 

 

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Armanino Announces New Partners; Alex Thacher and Peter Klinger

Armanino LLP, one of the top 25 largest accounting and business consulting firms in the U.S. announced two new partners. Alex Thacher will lead the firm’s state and local tax (SALT) practice, while Peter Klinger will join the firm as a compensation and benefits tax specialist.

Alex has more than 17 years of experience in income and franchise tax, sales/use tax, local taxes, and credits and incentives. He previously led Ernst & Young’s Seattle indirect and state tax services group. Alex received a Bachelor’s degree in psychology from Boston College and a Juris Doctorate from the University of Connecticut School of Law.

Peter has more than 25 years of experience in compensation and benefits, focusing on accounting, income tax, and overall benefit design. Prior to joining Armanino, Peter was a partner at BDO in the benefits and compensation group. Peter received his Bachelor’s degree from the University of Miami.

 

RubinBrown Hires Anthony J. Nitti, CPA, MST as Partner

RubinBrown, one of the nation’s top 50 accounting and business consulting firms, with offices in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis, recently announced the hiring of Anthony J, Nitti, CPA, MST as a partner in the Tax Services Group. Anthony is a frequent contributor to Forbes, The Tax Advisor, Taxes Magazine, Accounting Today, and is an in-demand speaker at national conferences. Anthony brings with him 20 years of accounting and tax experience, with stints at both Arthur Andersen LLP, and Price Waterhouse LLP. Anthony’s primary focus is corporate and partnership tax planning, including consolidated return regulations and the reorganization provisions.

Anthony earned a Bachelor’s degree in accounting from The College of New Jersey, along with a Master’s in taxation from the University of Denver Graduate Tax Program. He is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA), and the Colorado Society of Certified Public Accountants (COCPA).

 

Bregante + Company LLP Announces New Partner and Managing Partner

Bregante + Company, a full-service accounting and business consulting firm with offices in San Francisco, Novato, and Pleasanton recently elected David Crouch, CPA, as the firm’s managing partner. David, who works out of the Pleasanton office, will also assume the role of Pleasanton office managing partner. David has more than a decade of accounting experience in a range of industry sectors, and is currently a member of the California Society of Certified Public Accountants. David graduated from California State University, East Bay, with a Bachelor’s degree in business administration-accounting,

Bregante also announced the appointment of Jennifer Ruth, CPA, as San Francisco office managing partner. Jennifer works with a variety of clients, including real estate investors, management firms, and closely held businesses and nonprofits. Jennifer has been a CPA since 2002, and is also a member of the American Institute of Certified Public Accountants (AICPA). Jennifer graduated from California State University, East Bay, with a Bachelor’s degree in business administration-accounting.