CICPAC

GALLINA LLP announces James Guthrie to the Utah Partner Group. James joins the team members in the Salt Lake City, Utah office effective Monday, March 14, 2016. His reputation for technical excellence and exceptional client satisfaction fits within GALLINA’s history of opening doors to our clients’ success. Partner-in-Charge of Utah, Derek Evans, shares that “James naturally fit into the culture of our office.” He continues by stating that “his connections and reputation as a top international tax services provider in Utah will help GALLINA grow nationally as we continue to provide world-class service to our clients.” With over 20 years of experience, James has many specialties such as international tax, and cross-border mergers and acquisitions. He most recently served as International Tax Director at Tanner LLC. James is a certified public accountant and a graduate from Brigham Young University with a Master of Accountancy degree. James comments “Over the course of my career, I have worked for large Big 4 firms, middle-tier firms and smaller local firms. As a growing Top 100 firm, GALLINA is large enough to meet the various technical needs of my clients, but do so with close personal attention and affordable fee structures.” He continues by sharing, “My existing professional relationship with Derek Evans, and the warm welcomes I have received from other GALLINA partners and employees, has confirmed that GALLINA was the right firm to join at this stage in my career.”" target="_blank">New Partner at GALLINA (Salt Lake City, UT)

ROSEVILLE, CA: GALLINA LLP announces James Guthrie to the Utah Partner Group. James joins the team members in the Salt Lake City, Utah office effective Monday, [...]

By |2019-02-08T23:03:57+00:00March 24th, 2016|CICPAC, Member News|

Rick Heldwein, a partner at Soares, Sandall, Bernacchi & Petrovich, LLP CPAs has taken the position of Chairman, for 2016/2017, of the Associated General Contractors of California (AGC-CA) for the Tri-Counties District.    " target="_blank">Rick Heldwein Accepts Chairman Position with AGC Tri-Counties District

Rick Heldwein, a partner at Soares, Sandall, Bernacchi & Petrovich, LLP CPAs has taken the position of Chairman, for 2016/2017, of the Associated General Contractors [...]

By |2019-02-25T17:04:09+00:00March 10th, 2016|CICPAC, Member News|

Bob Elder, Santora CPA Group (Newark, DE) On February 25th, Santora CPA Group presented a play in their local Opera House entitled "Black Jobs Matter, A Wilmington Experiment". The play was a culmination of an effort begun by the firm's Marketing Director with a letter to the editor of our local newspaper with a similar title. The purpose of the letter was to use the firm's influence to offer a solution to three socioeconomic problems that have plagued Wilmington and the state of Delaware. Those issues are first, the murder rate in Wilmington has earned it a national title of "The Murder Capital of The Country", and second, the absence of black fathers in the home has denied their children  a nurturing home life thereby contributing to the deficient scholastic performance of black children and the resulting poor state scholastic performance, and third the budget of both the state and Wilmington are functionally unbalanced due to the heavy welfare burden unmatched by tax revenue with 9,000 unemployed black men. The article's solution to these problems was to provide jobs for 9,000 unemployed black men. To do that it suggested that the city of Wilmington declare itself an Economic Enterprise Zone and offer major financial and other incentives to attract out of state businesses and existing businesses to avail themselves of these benefits so long as they provided jobs for 9,000 unemployed black men. Santora CPA Group had coincidentally been working with a black playwright who produces plays and films on the plight of the inner city black community. At the same time, the state's former Secretary of Economic Development read the article and asked to be introduced to the playwright. When the firm introduced the two, the former Secretary of Economic Development immediately offered to buy out the tickets at the local Opera House for one night if the playwright, Gregory Lloyd Morris, would write a play on this issue specifically for that night. The play opened to a sold out audience including 29 elected officials and many top business leaders who had helped to sponsor the play. It was introduced by the state's two Poets Laureate followed by a presentation from our Governor. It was a smashing success in delivering a powerful message. Santora CPA Group had begun this whole effort as part of its involvement with Associated Builders and Contractors, Inc. of Delaware in a program to hire ex-convicts to be trained in the trades and given good careers in construction. From its beginning this entire project was completed in three months. The response in the community for our firm has been terrific. They see that the firm has a public conscientiousness to take on socially responsible issues for the benefit of our community. Read what the Delaware Business Times wrote about the collaboration Additionally, the play "may have opened doors for a solution." - follow up article by the Delaware Business Times.[/vc_column_text][/vc_column][/vc_row]" target="_blank">Santora CPA Group Adds Life Onstage and Off

[vc_row][vc_column][vc_column_text]Submitted by Bob Elder, Santora CPA Group (Newark, DE) On February 25th, Santora CPA Group presented a play in their local Opera House entitled "Black [...]

By |2019-02-25T17:05:23+00:00March 4th, 2016|CICPAC, Member News|

EFA-logo-250x139 It has been an exciting few months for E.F. Alvarez & Company (Miami, Florida). The firm has been working closely with Cincinnati-based, Marketing with Class, to rebrand their firm and soon, launch their new website. As if the rebranding news hasn't kept them busy enough, we also heard that Emilio F. Alvarez has accepted an invitation to become an inaugural participant on the newly formed NASBP Certified Public Accountant Advisory Council." target="_blank">EFA Rebrands and Emilio Alvarez Lands on NASBP Advisory Council

It has been an exciting few months for E.F. Alvarez & Company (Miami, Florida). The firm has been working closely with Cincinnati-based, Marketing with Class, [...]

By |2019-02-25T17:07:05+00:00March 1st, 2016|CICPAC, Member News|

Elizabeth Dahlgren, Communications Coordinator, Practice Growth LGT-CPA-logoDALLAS, Texas - In celebration of Lane Gorman Trubitt, PLLC’s 65th anniversary, the firm’s employees headed out to Kyle Warren Park one sunny Thursday afternoon to eat, drink and play yard games. An intense Cornhole tournament went on with 20 teams competing for the championship. Cheers and gasps from colleagues on the sideline were heard until the final game between the Human Beans and the Bronies 4 Lyfe ended in a close match. The staff at LGT then took the rest of the long afternoon to relax and reflect on their company’s rich history, all their hard work and the time that has passed since its first day of business. “It is such an exciting time for our firm! So often turning 65 is associated with slowing down and retiring, but for us turning 65 means we’re really hitting our stride. We have a deep history rooted in our community, which happens to be one of the fastest growing cities in the nation.”—Lucas LaChance, Director of Practice Growth at LGT. In 1950, Jerry Lane formed the firm that would eventually become Lane Gorman Trubitt, LLP while Charles Schultz simultaneously created the first “Peanuts” cartoon strip and color TV made its debut. Since, LGT has continued serving the Dallas/Fort Worth area through many pivotal moments in history like the release of the Walkman, the collapsing of the Berlin Wall, the first personal computer’s purchase from IBM, the beginning of internet’s widespread use and so much more. All these affected local businesses and LGT was there to guide them through financial decisions. By 1995, LGT had begun to serve so many clients in construction that the company created the LGT Construction Group. More than 250 construction businesses in the Metroplex now have the support of this group of accountants and CPAs who are especially aware of the various challenges contractors face. This is just one example of the improvements LGT has made to their company over the past 65 years in order to advance their business. Since 1950, the firm has learned many things but the most important is knowing your client’s success is your success. Without trusting clients to produce genuine work for, the firm would not have met the level of success it has. “Thanks to our clients, LGT has become one of the largest single-location firms in the Southwest and is now ranked #14 among the Top Public Accounting Firms in North Texas. I’ve been with LGT for 28 years of its 65 years and to me, 65 means dependability. We are proud to serve our clients as their financial advisor and look forward to sharing future milestones with them all.”—Lee Ann Collins, Managing Partner at LGT." target="_blank">Celebrating 65 Years at LGT in Dallas, Texas

Submitted by Elizabeth Dahlgren, Communications Coordinator, Practice Growth DALLAS, Texas - In celebration of Lane Gorman Trubitt, PLLC’s 65th anniversary, the firm’s employees headed out [...]

By |2019-02-25T17:08:26+00:00March 1st, 2016|CICPAC, Member News|

Grassi and Co. (New York, NY) is excited to share updates on members of the Construction Practice Group:

  • Steven Goldstein, CPA, PFS, Audit Partner, was recently quoted in Newsday in an article entitled, “Affordable Care Act Extensions a Reprieve for Business Owners.” (Read article)
  • Mitchell Davis, Audit Manager, was quoted in this month’s The Trusted Professional in the CPA Roundtable section.
  • Four members received the CCIFP designation, congratulations to:
    • Mitchell Davis, Audit Manager
    • Donna McAuliffe, Audit Manager
    • Richard Riccardi, Audit Supervisor
    • Scott Stern, Audit Manager
" target="_blank">Grassi and Co. Construction Team News

Grassi and Co. (New York, NY) is excited to share updates on members of the Construction Practice Group: Steven Goldstein, CPA, PFS, Audit Partner, was [...]

By |2019-04-24T13:14:39+00:00February 25th, 2016|CICPAC, Member News|

Elizabeth Dahlgren, Communications Coordinator, Practice Growth LGT-Winning-Leading-Edge-AllianceDALLAS, Texas - From their single location in Uptown Dallas, Lane Gorman Trubitt, PLLC (“LGT”) was globally recognized by Leading Edge Alliance Global (“LEA”) and INSIDE Public Accounting (“IPA”) as an outstanding accounting firm in three different categories. LGT was distinguished in IPA’s annual Best of the Best Accounting Firms recognition honoring 50 CPA firms across the country for their overall superior financial and operational performance on more than 70 IPA criteria. The right combination of planning, strategy and execution distinguished LGT as a Best of the Best firm from among more than 500 firms that participated in IPA’s 25th Annual Survey and Analysis of Firms.

“Best of the Best firms aren’t just successful in a financial sense – they’re firing on all cylinders,” says Michael Platt, principal of the Platt Group and publisher of the accounting trade publication, INSIDE Public Accounting. “We look at the whole firm: How do they treat their employees? Are they offering specialized services to their clients? Are they planning now for a new leadership team in the future?”

Shortly thereafter, LEA Global announced LGT the winner of two of its prestigious Edge Awards for its Outstanding Young Professionals Program and Innovative Marketing Initiative at its global conference in Miami Beach. Each award is presented to firms who illustrate LEA’s core belief that continuing success is grounded in being accomplished in all areas of practice development and firm management. LGT is extremely proud to be awarded with two of LEA’s highly competitive awards inspired by the cutting-edge innovations and best practices that help to differentiate LEA members from their competitors.

“We are extremely proud of our Young Professionals group. They are the future leaders of our firm and continue to raise the bar in terms of innovation and dedication. I’m equally proud of our Practice Growth group and our success in harnessing the power of social media to raise brand awareness and expand LGT’s footprint in our market,” says Lucas LaChance, Director of Practice Growth at LGT.

" target="_blank">LGT’s Award Winning Hat Trick

Submitted by Elizabeth Dahlgren, Communications Coordinator, Practice Growth DALLAS, Texas - From their single location in Uptown Dallas, Lane Gorman Trubitt, PLLC (“LGT”) was globally [...]

By |2019-02-25T17:10:29+00:00February 24th, 2016|CICPAC, Member News|

Submitted by Elizabeth Dahlgren, Communications Coordinator, Practice Growth DALLAS, Texas - Effective January 1, 2016, Brad Gross, Partner at Lane Gorman Trubitt, PLLC (“LGT”) and CICPAC board member, is a 2016 TEXO Board of Director. Gross joins 28 of his colleagues in the Dallas/Fort Worth construction industry as directors under the leadership of their president, Meloni McDaniel.

“When I received Russ Garrison’s, 2016 TEXO Chair, call a few months ago, inquiring with me as to whether or not I would be interested in joining the 2016 board, I was taken aback,” said Gross. “What an honor and privilege it will be to serve on TEXO’s board with these great leaders of the Dallas/Fort Worth Metroplex construction industry. I look forward to contributing in every way possible in advancing the mission, vision and goals of TEXO.”

With Gross’ large amount of involvement with TEXO and its history, it is a seamless alliance for him to become a leader of the organization. He proudly brings many years of experience to guide the organization during his board term. “During my 14 years of service as Treasurer for ABC, I had the privilege of participating in board meetings with some of the most talented leaders of the construction industry in the Dallas/Fort Worth Metroplex. When we merged ABC North Texas and QUOIN to create TEXO in January 1999, everyone involved was excited about what the newly-combined organization could accomplish. After seven years, I am confident in saying that TEXO has not disappointed.”" target="_blank">TEXO Welcomes LGT Partner, Brad Gross, Aboard

Submitted by Elizabeth Dahlgren, Communications Coordinator, Practice Growth DALLAS, Texas - Effective January 1, 2016, Brad Gross, Partner at Lane Gorman Trubitt, PLLC (“LGT”) and [...]

By |2019-02-25T17:11:28+00:00February 23rd, 2016|CICPAC, Member News|

beach fleischman logoPhoenix, AZ – BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, is proud to announce a merger with Scottsdale-based Cervantes CPA Firm, P.C., effective January 1, 2016. The combined firms are practicing as BeachFleischman PC, and Cervantes CPA Firm’s employees, including 1 shareholder and 4 staff, have relocated to BeachFleischman’s 2201 E. Camelback Road office in Phoenix. The merger increases BeachFleischman’s Phoenix-based employee count to 29 and its firm-wide employee count to 148 client service and administrative professionals, including 22 shareholders and 70 CPAs. The merger enhances BeachFleischman’s ability to provide high-value, professional accounting and consulting services delivered through the firm’s Strategic Operations & Advisory Resources (SOAR) practice, which was launched in 2015. SOAR offers full-service 360-degree operations consulting and outsourcing options for business owners who need assistance with internal accounting, CFO, human resources, strategic & succession planning and other management consulting services. “Our firms complement each other well. From client service philosophy to our commitment to technology, we share many attributes and core values. The merger also brings depth to BeachFleischman’s ability to serve financial and professional practices, which is one of the firm’s core industry segments,” said Marc Fleischman, CEO of BeachFleischman. “From a practice perspective, the merger enables us to provide our clients with the depth of expanded services and expertise of a large regional firm, while keeping the service-minded approach our clients have come to expect from a local firm. It’s really the best of both worlds,” said Joy Cervantes, managing partner of Cervantes CPA Firm." target="_blank">Phoenix Member BeachFleischman Merges with Cervantes CPA Firm

Phoenix, AZ – BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, is proud to announce a merger with Scottsdale-based Cervantes CPA Firm, P.C., effective [...]

By |2019-02-25T17:12:29+00:00January 25th, 2016|CICPAC, Member News|
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