Cohen Smith & Co. Joins James Moore

November 6, 2017

 

 

DeLand, FL (November 2, 2017)James Moore & Co. (James Moore) is pleased to announce that the partners and employees of the DeLand CPA and consulting firm, Cohen, Smith & Company, P.A. (Cohen Smith), have joined James Moore, a regional CPA and consulting firm with offices located in Daytona Beach, Gainesville, Tallahassee, and now DeLand, Florida. Effective immediately, Cohen Smith will be known as James Moore.

“This strategic move provides us with a tremendous opportunity to strengthen our client services team to better serve our clients,” said George Smith, former managing partner of Cohen Smith, adding, “We are excited about being a part of such a well‐known firm with the reputation and resources of James Moore.”

“The joining of our two firms will benefit the clients and employees of both firms,” said Mike Sibley, Partner‐in‐Charge of James Moore’s Daytona Beach Office. “Our clients will have access to increased levels of expertise, and our firms will have additional opportunities for growth and expansion. By building on both firms’ strengths and reputations as CPAs and consultants, we will be able to continue to attract the most talented professionals in the industry.”

Established in 1986, Cohen, Smith & Company, P.A. has been providing accounting, tax, consulting and planning, business valuation and litigation support services to both businesses and individuals in Central Florida for over 30 years.

Founded in 1964, James Moore & Co., P.L. is a full service firm providing tax, audit, accounting and controllership, human resources solutions, technology solutions consulting, and business advisory services. The firm was named a Best Accounting Firm to Work for by Accounting Today in 2015 and 2016. James Moore is also a member of AGN International, an association of independent accounting firms.

CICPAC Announces New Executive Director

July 12, 2017

CICPAC is pleased to announce the selection of Kathleen Baldwin, CPA, CCIFP, as its new Executive Director. Kathleen will fill the vacancy created by John Corcoran’s semi-retirement. The selection was made after a national search was conducted and a formalized interview and selection process ensued. During this process, Kathleen, a long-time member and veteran volunteer with the CICPAC organization, demonstrated her ability, desire and passion to build the association’s brand, its member’s reputations and enhance construction industry relationships.

“We are very pleased to announce the appointment of Kathleen,” stated Bob Biehl, Succession Planning Committee Chair. “Kathleen will bring leadership, creativity and her drive to the organization’s membership and the construction industry. She has spent many years in a variety of volunteer leadership positions within the organization and has the right breadth of perspective and experience to facilitate our strategic plan.”

Kathleen’s experience includes over 15 years in public accounting, most recently as an Audit Partner in Warren Averett’s Pensacola office. She was a leader in the firm’s Construction Practice Group, focusing on accounting, auditing, and consulting services.

“I’m honored to have the opportunity to serve as CICPAC’s new Executive Director,” remarks Kathleen. “Over the years, I’ve grown passionate about CICPAC’s mission and potential. It’s exciting to bring my CPA firm experience to CICPAC in order to help build upon the success of this powerful and valuable organization.”

Her construction experience is vast, holding professional memberships with many of the largest organizations dedicated to the industry: CICPAC, Construction Financial Management Association, National Association of Industrial and Office Properties, American Institute of CPAs and Florida Institute of CPAs. In addition to her CPA license, she also earned her Certified Construction Industry Financial Professional.

She earned her Bachelor of Science in Accounting from University of Southern Mississippi and her Masters of Business Administration from University of West Florida. She will continue to call Pensacola her home and remain active with several community organizations, as well as her family.

Send congratulatory remarks to Kathleen at kbaldwin@cicpac.com or call her at (850) 723-0372.

Warren Hennagin Named California Construction Leader at Marcum LLP

June 12, 2017

Reprint from Marcum LLP – JUNE 5, 2017 (New York City, NY) – Warren Hennagin, CPA, MST, CCIFP, CGMA, has merged his construction accounting practice into Marcum LLP, a top national accounting and advisory firm. He joins Marcum as an Assurance Services partner in the Firm’s Irvine, California, office and will serve as leader of Marcum’s construction services practice for the California region. Marcum is one of the leading construction accounting firms in the U.S., with California offices currently in Irvine, Los Angeles, San Francisco, and San Jose.

Mr. Hennagin has more than 30 years of experience in audit, accounting, tax planning, and business consulting, with a specialization in the construction industry. He has served as president of the Construction Industry CPAs/Consultants Association (CICPAC), national Tax Committee member of the Associated Builders and Contractors (ABC), and director of the American Subcontractors Association. He holds a Masters of Science in Taxation from Golden Gate University and a bachelors in Business Administration from California State University.

 

“The integration of Warren’s construction practice is part of our ongoing investment in Marcum’s national construction industry group. Warren will play a strategic role on the leadership team as we continue to grow construction services in the California region,” said Jeffrey M. Weiner, Marcum’s managing partner.

“Warren Hennagin is an outstanding new addition to Marcum’s national construction practice. He brings a significant construction client portfolio to Marcum, and his broad industry leadership experience and highly nuanced expertise will be an important new asset in our construction services group,” said Joseph Natarelli, national partner-in-charge of Construction Services.

“Warren will be instrumental in growing our construction services practice in Marcum’s California region,” said Philip J. Wilson, California partner-in-charge. “Most sectors of the construction industry are beginning to strengthen with the general economy, although project margins have improved only marginally. The theme for the industry for the foreseeable future will continue to be a severe shortage of labor,” Mr. Hennagin said.

 

Marcum LLP’s Construction Industry Practice group provides audit, consulting and taxation services to clients ranging from start-ups to multi-billion-dollar enterprises. The group’s professionals, among the country’s foremost experts in construction accounting, are frequent industry authors and speakers and serve as technical reviewers for the AICPA’s construction audit and taxation guides. The group publishes the quarterly Marcum Commercial Construction Index of economic trends in the industry, and the annual Marcum JOLT Survey Analysis, a discussion of construction employment trends. For more information, visit www.marcumllp.com.

About Marcum

Marcum LLP is one of the largest independent public accounting and advisory services firms in the  nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.

John Corcoran Honored for Commitment to CFMA and the Construction Industry

June 11, 2017

At the 2017 CFMA Annual Conference & Exhibition at the JW Marriott Phoenix Desert Ridge Resort & Spa, John Corcoran, CICPAC’s Executive Director was honored for his dedication to the organization and to the construction industry! John is a past CFMA chairman.

As many have heard, John will be taking a lighter role with CICPAC in the coming months and eventually transitioning his full time role over to a successor. Please congratulate John on a job well done! He will continue to act in a part-time capacity and as actively involved as he wishes to be, during his semi-retirement!

 

 

Registration is Open: 2017 CICPAC Annual Conference

May 23, 2017

It’s time to register to attend the 2017 CICPAC Annual Conference. The education committee has put together an amazing group of individuals and topics for your firm partners and staff. Below is a list of session topics and presenters, a link to register and to download our conference brochure. We hope to see you in Chicago on July 19-21, 2017.

Session topics and Speakers include:

 

  • KPIs the Drive Best Practices – Steve Boughton, FMI, Inc.
  • Construction Tax Review and Update – Jim Lundy, Marcum LLP
  • Markets He Wrote: Looking for Clues into the Economy’s Direction – Anirban Basu, Sage Policy Group
  • CPA Malpractice – Are You at Risk Going Forward – Bill Eskin, WIE, Inc.
  • Revenue Recognition Revisited – John Armour, Armour Consulting
  • Latest on Employment and the Changing World – Julie Pace, Cavanagh Law Firm
  • Setting Cyber Priorities: The Most Important Questions About Cybersecurity – James Crifasi, Red Zone Technologies LLC and Linn F. Freedman, Robinson + Cole

 

LUTZ and McDermott & Miller Join Forces

May 11, 2017

Nebraska – May 1, 2017 – Effective immediately, selected offices of accounting firm McDermott & Miller will be joining forces with CICPAC member firm, Lutz. The combined firm will retain the Lutz name.

The McDermott & Miller offices located in Hastings, Grand Island and Omaha, along with their eight shareholders and over 40 personnel, will be joining the Lutz team. McDermott & Miller professionals will strengthen Lutz’s commitment to the agriculture industry as well as bring additional non-profit and tax resources.

McDermott & Miller is the leading CPA firm in Central Nebraska serving clients throughout the state. The addition of their offices will provide Lutz an expanded presence in a number of Nebraska’s largest communities.

Please be assured that, first and foremost, the firm’s top priority is to continue to provide our client’s with consistent, high-quality service and support. It is anticipated that no major impact to clients as a result of this transaction, other than expanded geographic locations of Lutz offices and added resources.

To learn more about the transaction, visit www.lutz.us/FAQ.

About LUTZ

Since its founding in 1980, Lutz has grown to be Nebraska’s largest locally owned CPA firm with locations in Omaha and Lincoln. Lutz offers a full range of business solutions including Accounting, Technology, Mergers & Acquisitions, Talent and Wealth Management/Financial Planning.

About McDermott & Miller

Established in 1973, McDermott & Miller is the leading CPA firm in Central Nebraska offering traditional areas of accounting and taxation along with various other specialty offerings. The current offices located in Hastings, Grand Island and Omaha will join Lutz on May 1, 2017, under the Lutz name. The Hastings and Grand Island offices will remain in their current location and the Omaha office will join the Lutz location after May 1, 2017.

The Kearney office of McDermott & Miller will not be part of the transaction as their shareholder group has chosen to stay independent and will operate under a new firm name.

 

Rick Heldwein Earns CFE Credential

January 27, 2017

The Association of Certified Fraud Examiners (ACFE), the world’s largest anti-fraud organization and leading provider of anti-fraud training and education, is pleased to award Richard C. Heldwein, of Ojai, CA the globally preferred Certified Fraud Examiner (CFE) credential. In order to become a CFE, Mr. Heldwein has met a stringent set of criteria and passed a rigorous exam administered by the ACFE.

Mr. Heldwein has successfully met the ACFE’s character, experience and education requirements for the CFE credential, and has demonstrated knowledge in four areas critical to the fight against fraud: Fraudulent Financial Transactions, Fraud Prevention and Deterrence, Legal Elements of Fraud and Fraud Investigation.

Mr. Heldwein joins the ranks of business and government professionals worldwide who have also earned the CFE certification. Mr. Heldwein is currently a Partner with Soares, Sandall, Bernacchi & Petrovich, LLP CPAs in Oxnard, CA.

CFEs have the ability to: examine data and records to detect and trace fraudulent transactions; interview suspects to obtain information and confessions; write investigation reports; advise clients as to their findings; testify at trial; understand the law as it relates to fraud and fraud investigations; and identify the underlying factors that motivate individuals to commit fraud. CFEs on six continents have investigated more than 1 million suspected cases of civil and criminal fraud.

About the ACFE
The ACFE is the world’s largest anti-fraud organization and premier provider of anti-fraud training and education. Together with nearly 80,000 members, the ACFE is reducing business fraud worldwide and inspiring public confidence in the integrity and objectivity within the profession. Identified as “the premier financial sleuthing organization” by The Wall Street Journal, the ACFE has captured national and international media attention. For more information about the ACFE visit ACFE.com.

GALLINA Joins CliftonLarsonAllen (CLA)

January 5, 2017

Sacramento — January 1, 2017 — GALLINA LLP, nationally recognized by Accounting Today and ranked among the top 10 firms in the Western United States, has joined national professional services firm CliftonLarsonAllen LLP (CLA).

The GALLINA team is enthusiastic about combining practices with CLA. “By joining CLA, we have an ability to better serve our clients by bringing them a greater depth of service offerings through more robust resources,” says GALLINA Managing Partner Larry Taylor. He continues, “This will also provide exceptional growth and expanded career opportunities for our team members in tax, audit, and consulting.”

For nearly 45 years, GALLINA has served organizations both large and small. Under the terms of the agreement, GALLINA will assume the CLA name, and Larry Taylor, managing partner of GALLINA, will actively serve on the CLA leadership team as chief practice officer. GALLINA plans to continue its Sacramento region office move of its Rancho Cordova office, located at 2870 Gold Tailings Court, to GALLINA’s Roseville office at 925 Highland Pointe Drive.

“I am confident the clients we serve will value the expanded seamless integrated capabilities our combined firms offer,” says GALLINA Regional Managing Partner Teresa Arrighi, who will join CLA’s construction and real estate executive team.

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and locations, while at the same time bringing an unparalleled depth of capabilities, all in one place. We believe that industry specialization goes beyond having a concentration of clients in a given area. It means we build teams who understand the strategic, operational, and regulatory issues that affect the people in the industries we serve.

“Now as one professional services firm, our clients — contractors in particular — will experience a comprehensive and robust platform able to meet all of their needs,” says CLA incoming Managing Principal of Construction and Real Estate Jill Bosco.

GALLINA and CLA will double their expertise in the construction and real estate arena, and strengthen capabilities in agribusiness, manufacturing and distribution, and the many other industries that make up the private sector.

“CLA completely aligns with the long history of high valued service that GALLINA has brought to its clients over its long history. Bringing the firms together will provide the additional services we did not previously offer internally,” says GALLINA Executive Team Partner Reed Matthews.

Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant capabilities. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, and public accounting capabilities.

“There is tremendous synergy between the GALLINA and CLA teams,” says CLA CEO Denny Schleper. “Together, we remain committed to serving privately held businesses and their owners with deep industry knowledge, striving to offer integrated capabilities that exceed our clients’ expectations. When we do this, we deliver on our CLA Promise — and, as our clients’ needs move and change, our team is right beside them, helping at every step.”

GALLINA’s team of 300+ will continue to serve clients locally and nationally from their locations in California, Nevada, Utah, and Washington.

ABOUT GALLINA

GALLINA is a full-service firm with industry specialization in construction, real estate, agribusiness, manufacturing and distribution, government, and nonprofit in addition to offering services to a broad range of other businesses and individuals. Headquartered in Roseville, the firm has been opening doors to success for their clients since 1972. GALLINA has grown to a solid team of 52 partners and over 300 staff members who have a wide range of experience in accounting, auditing, tax planning, succession planning, claims consulting, and business management consulting. GALLINA serves its clients through its California offices in Newport Beach, Novato, Ontario, Rancho Cordova, Roseville, San Bruno, San Jose, and Walnut Creek; its Nevada offices in Las Vegas and Reno; its Utah office in Salt Lake City; and its Washington office in Bellevue. The firm’s general client base spans the Western Regional states, but specialty services are provided to businesses throughout the entire United States and worldwide.

About CLA

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Sacramento Region Merger Announced

October 20, 2016

ROSEVILLE, CA (September 27, 2016): GALLINA LLP announces the merger of their Sacramento Region offices. Effective December 1, 2016, its Rancho Cordova, California office will be closed and move to the firm headquarters in Roseville, California. This adds 45 high level professional jobs to the City of Roseville and Placer County.

Managing Partner, Larry Taylor, shares “we’re excited to bring our local team members together under one roof.” He continues “this will bring more opportunities for our staff to grow in specialized industries and allow for greater synergy.”

Since moving their headquarters in December 2008, GALLINA has continued to add more space including a large expansion in December 2013. GALLINA currently controls an entire floor and as part of this merger is expanding another 9,500 square feet within 925 Highland Pointe Drive.

“Beyond using more local real estate, we’re excited to support the City of Roseville’s efforts for economic development” shares Taylor. “Roseville is a great place to work and do business with many attractive amenities for our team members.”

GALLINA’s Rancho Cordova office at 2870 Gold Tailings Court plans to move to their Roseville headquarters at 925 Highland Pointe Drive, Suite 450. There are no plans to eliminate positions as a result of the office merger.

GALLINA Partner Awarded Fellowship in Specialized ERISA Audit Practice

September 21, 2016

crystal-e-gallinaROSEVILLE, CA: GALLINA’s EBP Practice Leader and Partner, Crystal Ekanayake, has been awarded Fellowship standing in the International Society of Certified Employee Benefit Specialists for a one-year period.

Crystal earned this distinction by successfully completing a national employee benefits continuing education course/examination developed by the Wharton School of the University of Pennsylvania.  The Certified Employee Benefit Specialist (CEBS) designation is the most widely recognized and respected credentials and designations in the employee benefits and compensation field.  Ms. Ekanayake earned her CEBS designation in 2009 and has maintained continuous annual Fellowship standing.

CEBS was established in 1977 through a partnership of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.  The International Foundation, the largest educational organization in the employee benefits field, is responsible for the overall administration of the program.  The Wharton School, one of the preeminent business schools in the United States, oversees academic content and standards. No other employee benefits or compensation program provides the opportunity to gain knowledge and insight through such a broad university-based curriculum.

Crystal Ekanayake shares, “This is what makes GALLINA, and our practice group, very unique from others. We go beyond accounting and technical knowledge. We have passion for what we do.”