Professionals on the Move – Sept. 2024

Kaitlin Morin, Supervising Senior
Kaitlin Morin has been promoted to Supervising Senior. Kaitlin’s exceptional skills and leadership have greatly contributed to the firm’s success. Her dedication to providing high-quality service in audit and tax work, and her ability to manage complex projects have been invaluable to both our team and our clients. She is working towards her master’s in accounting.

Brianna L. Sawyer, Senior
Brianna Sawyer has been promoted to Senior. Since joining the firm in 2021, Brianna has excelled in accounting, auditing, compliance, financial statement preparation, tax return preparation, and special projects. Her specialization in nonprofit work and her CPA certification highlights her commitment to excellence.

James P. Shokal, Senior
James Shokal has been promoted to Senior. James joined the firm in 2022 and has demonstrated exceptional expertise in accounting, auditing, compliance, financial statement preparation, tax return preparation, and special projects. His focus on the construction and nonprofit sectors has been particularly beneficial to our clients.

Nathan T. Bulluck, Senior
Nathan Bulluck has been promoted to Senior. Nathan, who joined the firm in 2022, has shown outstanding proficiency in accounting, compliance, tax return preparation, business valuations, and special projects. He holds both CPA and CVA certifications.

KSM Promotes 13 Team Members

KSM has recently promoted 13 team members to director. They are:

Tax

• Avery Boxell – Director, Real Estate
• Michael Giant – Director, Business Advisory
• Kevin Ker – Director, Business Advisory
• Jake Sciaudone – Director, Real Estate
• Elizabeth Teufel – Director, Business Advisory

Audit

• Will Claywell – Director, Audit & Assurance
• Bryan Fender – Director, Audit & Assurance
• Ben Irwin – Director, Audit & Assurance
• Andy McNeely – Director, Audit & Assurance

Advisory

• Dan Horn – Director, Transaction Advisory Services
• Ryan Sadkowski – Director, Transaction Advisory Services

Operations

• Drew Cherry – Director, Human Resources
• Kaylene Riemen – Director, Communications

Marcum Announces 15 New Partners Across the U.S.

Marcum LLP recently announced the promotion of 15 individuals to partner across the United States. These advancements reflect Marcum’s commitment to developing talent, advancing careers, and recognizing exceptional performance.

The new partners assumed their roles September 1.

The new Marcum partners include the following professionals:

CALIFORNIA

Jefferson Chen (Tax & Business Services) – Costa Mesa

Joshua Pena (Assurance Services) – Costa Mesa

CONNECTICUT

Jenna Allegretto (Assurance Services) – New Haven

Darlene Angelucci (HQ Quality Control) – New Haven

Zach Hunter (Tax & Business Services) – Hartford

FLORIDA

Branden Lopez (Assurance Services) – Miami

ILLINOIS

Christene Antonopoulos (Assurance Services) – Chicago

Jodi Mersinger (Tax & Business Services) – Chicago

Mike Potoczak (Assurance Services) – Deerfield 

MASSACHUSETTS

Kristen Cummings (Tax & Business Services) – Boston

NEW JERSEY

Tim Borzell (HQ Quality Control) – Saddle Brook

Sandra Prisco (Tax & Business Services) – East Hanover 

NEW YORK

Mike Lawrence (Tax & Business Services) – Melville

Eugene Taslitsky (Tax & Business Services) – New York

PENNSYLVANIA

Myunghee Geerts (Tax & Business Services) – Philadelphia

CohnReznick Announces South/West Regional Leadership Transition

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that, Jason Burian will succeed George Klenovich in his role as the South/West Regional Managing Partner, upon Klenovich’s retirement on January 31, 2025. Burian currently serves as the Chicago Office Managing Partner.

First joining CohnReznick in 2009, Klenovich has served the firm in several key positions – as Chicago Office Managing Partner, as a member of the Executive Board, and in his current role as Regional Managing Partner, South/West. Under his leadership, the South/West region has grown to include 10 offices and more than 700 employees and has expanded into several new markets including Dallas and Denver.

Burian joined the firm as a senior associate in 2004. He was elected a partner in 2014 and has served as Chicago Office Managing Partner since 2017. During his tenure, Burian helped double the revenue generated by the Chicago office by diversifying the client base and industries supported by the office. Focusing on operational excellence, he also led a partner group in transforming the processes and culture of the office. Burian currently serves as a member of the CohnReznick Executive Board.

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 CohnReznick’s Bassett a 2024 Los Angeles Business Journal Woman of Influence: Accounting

 CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that the Los Angeles Business Journal has named Claudia Bassett, CPA, Assurance Partner, a 2024 Women of Influence: Accounting.

According to the Los Angeles Business Journal, this special section of the Los Angeles Business Journal honors the LA region’s most influential women financial services professional Those selected for inclusion were chosen based on the impact they make on the profession and the broader Los Angeles community.

Bassett has 25 years of audit and accounting experience. In her current role, Bassett leads a variety of projects at the national level that drive the efficiency and effectiveness of attest engagements firm wide. She also provides accounting and auditing technical consultation to engagement teams throughout the firm. She is an external speaker on a variety of accounting topics and has written several articles published by the firm and various external publications.

LGA Welcomes Matt Foley, CPA, MST, as Tax Partner

LGA recently welcomed Matt Foley, CPA, MST, as a Tax Partner. Matt brings a wealth of experience in corporate, flow-through, and personal taxation to our business tax practice.

With over 17 years of experience at both national and international firms, Matt has honed a dynamic, client-focused approach that consistently delivers value across various industries for start-ups, closely held companies, and multinationals. His extensive background in M&A and succession planning-related tax services, combined with his success in crafting personalized tax strategies for business owners, positions LGA to better serve our clients in today’s ever-evolving tax landscape.

CohnReznick Adds Two New Leaders to Valuation Advisory Practice

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that two new principals have joined its valuation advisory services practice. Brad Hirsch, ABV, will serve as the practice leader and Anthony Doughty, CFA, joins as a principal. Both Hirsch and Doughty are based in Chicago and have extensive experience involving financial, tax-related, and asset-based valuations across the public and private sectors.

Brad Hirsch

Brad Hirsch, ABV, has more than two decades of valuation experience focused on valuing business enterprises and intangible assets for transactions across a variety of industries with a specialization in the industrial and consumer industries. Additional valuation experience includes mark-to-market valuations of illiquid private equity investments, acquisitions, divestitures, joint ventures, and leading integrated deal teams for multi-billion-dollar transactions.

Before joining CohnReznick, Hirsch was a principal for a Big Four firm’s Economic and Valuation Services practice where he led the U.S. valuation practice for the industrial manufacturing and aerospace and defense sectors. As a part of this role, Hirsch was the global lead partner for a strategic Fortune 50 aerospace and defense client. He earned an MBA in Finance from The University of Illinois Chicago, a BBA in Accounting from Western Michigan University, and is Accredited in Business Valuation from the AICPA.

Anthony Doughty

Anthony Doughty, CFA, brings more than 25 years of experience valuing business enterprises, intangible assets, and financial instruments. Anthony specializes in the valuation of complex financial instruments including options, warrants, debt, common, and preferred securities, for financial reporting and tax purposes.

Before joining CohnReznick, Doughty was a managing director for a Big Four firm’s Economic and Valuation Services practice and a key thought leader for the firm’s complex security and stock compensation teams. He earned a BS, Finance, cum laude, from Northern Illinois University, is a Chartered Financial Analyst (CFA), and is a member of the CFA Institute and the CFA Society Chicago.

Forvis Mazars adds technology consulting practice to serve construction clients

Forvis Mazars, LLP, ranked among the largest public accounting and consulting firms in the United States, is bolstering the services it offers clients in the construction industry through the launch of its Construction Technology Services consulting practice.

The practice is designed to help construction companies move forward with digital-first strategies to streamline financial reporting and project operations, enhance communication and collaboration, and more easily access real-time data to make informed decisions faster. The new offering builds on Forvis Mazars’ 100-year legacy of serving clients in the industry.

Managing directors Steve Maddox andJim Wagner are among the leaders of the new consulting practice. The pair were founders of ConTech360, a Charlotte, North Carolina-based construction technology firm that joined Forvis Mazars effective Sept. 1 following a previously announced acquisition of assets. They join a team that serves thousands of clients across the country and consistently ranks among the top accounting firms serving the industry.

The new practice is also augmented through the firm’s recently announced status as a Trimble Authorized Business Development Partner.

A tailored approach to helping clients define a vision for how and why they use technology is a key aspect of the practice. This may include thorough evaluations of current processes and tech stacks, identifying future-state requirements that consider growth and scalability, and a systematic review of potential software solutions.

BILL Hires Payments Industry Leader Mary Kay Bowman as EVP, GM of Payments and Financial Services

BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced Mary Kay Bowman has joined as EVP, GM of Payments and Financial Services. As a member of the executive leadership team, Bowman will oversee the payments and financial services business, reporting directly to CEO and Founder, René Lacerte.

Mary Kay has over 20 years of global payments strategy, product development, and operations experience. Throughout her career, she has worked at the intersection of commerce and financial services, including online, cloud, and mobile commerce. Most recently she was Head of Global Buyer, Seller and Platform Product and Solutions at Visa, leading the strategy for acceptance products and solutions, driving the development and delivery of new services and solutions to transform the payment experience. Prior to that, she was Square’s Head of Payments, overseeing engineering, product, and operations teams. She also spent 11 years overseeing Amazon’s global payment acceptance, issuance, and gift card programs and led global payments for Digital River. Mary Kay holds a degree in Business Administration and Art from Saint Mary’s University of Minnesota.