Andersen Tax announces the promotion of David Bollis, part of the Private Client Services group, to Managing Director. He will be joining four other Managing Directors in the Houston office: Elliott Bossin, Ross Nager, Patrick Padon, and Office Managing Director for Houston John Niemann.
For over 13 years David has worked on providing comprehensive tax, financial, estate, and investment counseling services to high net worth individuals, businesses, athletes, entertainers, and entrepreneurial families. His industry knowledge is broad, having worked on real estate, agriculture, construction, oil and gas services, financial services, and retail projects during his time.
John Niemann, Office Managing Director for Houston expressed, “It is important to recognize and encourage the talent within our firm and the hard work of our professionals. David has been a critical part of our growth in the Houston office. His extensive expertise will be an invaluable asset as we continue to expand our practice.”
Before transferring to the Houston office in 2014, David was part of the West Palm Beach office of Andersen Tax. Prior to joining Andersen Tax, David was with Arthur Andersen in West Palm Beach and was a representative at a financial services firm in Coral Gables, Florida. He is also a current member of the Houston Estate and Financial Forum and is a part of the Investment and Newsletter Committees for Andersen Tax.
Chicago office has promoted Sean Bruen, Rosa DeLuna-Frede and Scott Deichmann.
Sean Bruen, with over 15 years of business experience, practices in the firm’s Corporate Tax Practice. Sean provides federal and state tax services for C Corps, S Corps and LLCs, including experience in accounting methods, accounting for income taxes, as well as mergers and acquisitions.
Sean specializes in closely-held businesses, transaction cost studies, return review, as well as, quality control and depreciation issues. Sean is passionate about stewardship and spends significant time developing staff. “Stewardship is not just a buzzword at Andersen Tax, the partners really walk the walk and I hope to pay that forward to our younger people,” added Chicago Managing Director, Sean Bruen. He has participated on the Training Committee, the Scheduling Committee and the Manager/Director Advisory Council. Sean is also the Recruiting Lead for the University of Notre Dame.
Rosa DeLuna-Frede has over 17 years of experience in advising publicly held and private companies on tax matters such as Accounting for Income Taxes, Accounting Methods, Federal and State Tax Compliance and tax audits. Rosa also focuses in the Mergers and Acquisition area, specifically on tax structuring, tax due diligence, and analyzing the tax treatment of transaction costs.
Rosa has great client relationships and is very focused on the quality of projects and client service. She is very successful at mentoring all levels of personnel from Interns through Senior Managers. Rosa is involved with local office and firmwide training initiatives. In addition, she is also conducting external training in the Accounting for Income Taxes area. As the firm is expanding its footprint into Latin America, she is taking the lead in the Chicago office with respect to Latin American Business Development. Rosa is the recruiting lead for DePaul University and has had significant involvement over the years. Finally, Rosa is very involved with the Women at Andersen Tax initiative.
Scott Deichmann has served clients throughout the country focusing on each family’s unique wealth planning objectives and needs. He has over 20 years of tax, estate and wealth planning experience for ultra-high net worth individuals and families. Scott has outstanding technical skills and excels in client relationship management.
Scott is very involved with local office training and recruiting, including co-chairing the Chicago office PCS technical sessions. He is also heavily involved in mentoring and is committed to the development of the staff. Scott strives to provide all of his clients with the best possible solution and not just from a tax perspective. By focusing on client prosperity and training staff, in turn he is helping the next generation of tax professionals develop and expand Andersen Tax.
“Commitment, technical skill and stewardship have instrumental roles in the success and growth of Andersen Tax,” added CEO, Mark Vorsatz. “The key to our organization is quality people like Sean, Rosa and Scott; who embody our core values of best-in-class, stewardship, independence, integrity, seamless service and transparency.”
In Southern California Tim Wylie has been promoted to Managing Director. He is part of the Private Client Services practice, and will join the team of 17 Managing Directors in the Southern California area.
Tim has over 15 years of experience advising high net worth individuals and their related businesses, trusts, foundations, and other entities. He provides income, estate and gift tax planning and compliance, and charitable giving strategies. In addition, Tim advises global families, as well as inbound and outbound individuals, with respect to international income, estate and gift tax planning and compliance.
“Tim has been an integral part of our PCS practice in the Los Angeles office and we have been able to count on him to deliver exceptional service to our clients. This is a key characteristic that sets Tim and our practice apart,” said Office Managing Director, Bill Amon. “He also is a technical resource for the firmwide Tax Exempt Advisory Services specialty group, which has been a critical aspect of delivering superior quality.”
Frank Hobmeier has been made a Managing Director in the Commercial Practice group in the Los Angeles office. Frank is based out of Los Angeles and Woodland Hills, where he specializes in tax provisions, federal tax consulting and tax compliance for companies.
Prior to Andersen Tax, Frank founded the Tax Consulting Services group at CNM LLP as a Partner. While at CNM, Frank led all ASC 740 tax provision engagements and also oversaw various tax compliance and tax consulting projects for corporate and flow-through entity clients. Before CNM, Frank was at Andersen Tax (formerly WTAS) for over three years, where he last held the role of Managing Director. He was a key member in building out the Los Angeles office’s commercial tax practice and was also the Los Angeles market leader for the Accounting for Income Tax service line.
“We are so excited to have Frank back in the Los Angeles office,” said Los Angeles Office Managing Director, Bill Amon. “His leadership in business development as well as deep experience in the retail & consumer products and media & entertainment industries is something that will contribute to the success of the Los Angeles office’s growth.”
“Frank’s depth of experience will benefit our clients and will help further build our reputation in Southern California. We know he is a great match and are excited to fill another piece in the puzzle with regard to Andersen Tax’s overall success,” noted CEO, Mark Vorsatz. “He brings a high level of capability and deep subject matter expertise to our Commercial Practice.”
Frank is licensed as a certified public accountant in California and received his Bachelor of Science in Accountancy from California State University, Northridge.
Andersen Tax has announced the promotion of Kellie Neuhaus. She is part of the Private Client Services Practice group and will join the team of nine Managing Directors in the Boston office.
Kellie has nearly 16 years of experience delivering tax and financial advisory services to high net worth individuals, their families and their related entities. Her practice focuses on addressing income tax compliance and consulting for individuals, fiduciaries, partnerships, and private foundations as well as providing multi-generational wealth transfer planning services. Kellie serves a variety of clients, including venture capitalists, corporate executives, and entrepreneurs at various stages of business development and sophisticated families with multi-generational wealth.
“Kellie has already been a leader in many areas for the firm as a member of the training committee and the Andersen Tax PCS Excellence Group,” notes Andersen Tax CEO, Mark Vorsatz. “Her promotion to Managing Director is well deserved and helps to reinforce our firm’s commitment to outstanding professional service and stewardship.”
“Kellie has been an integral team member in our efforts to help all of our professionals learn, grow and field superior service to our clients. She is a tireless mentor and a wonderful ambassador, bringing our unique message to young people on campus,” adds Joe Comeau, Private Client Services lead and Boston Office Managing Director.
Andersen Tax now has 134 Managing Directors in 18 locations in the U.S., and an international presence in Europe and Latin America through Andersen Global. Overall the firm is promoting eight Managing Directors, two in San Francisco, three in Chicago and one each in Los Angeles, Houston, and Boston
Deloitte has recruited a very senior tax professional in Péter Gerendási, who joined the Firm in Budapest on September 1.
Peter has held several leadership roles with PwC. He was Head of Tax in Hungary from 1995 to 2001. In 2002 this role was expanded and he led tax services for the entire Central and Eastern European region, comprising 29 countries. During this period he grew revenues to $150 million.
In 2007 he was promoted again to be CEO of the Firm’s Russian practice and in 2012 he relocated to Melbourne office to lead the Asia Practice.
WeiserMazars LLP has announced 7 equity partner promotions, effective September 1, 2015,
Richard Bloom, Dennis Cancellarich, Ira Cooperman, Jerome Devillers, Pierre-Marie Lagnaud, George Parker and Anthony Stranix were named Equity Partners.
Richard Bloom, CPA, PFS, MST, is based in the New Jersey office. Formerly a Non-Equity Partner at the firm, he has more than 20 years of experience delivering specialized personal tax and financial planning services to high net worth individuals, including closely held business owners, executives, and hedge fund managers.
He provides tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities for such individuals. He works with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management.
Prior to joining WeiserMazars, Richard held senior executive positions at two prominent family office advisory firms (Deutsche Bank and Wilmington Family Office) and was National Leader of Trusts and Estates at Rothstein Kass.
Dennis Cancellarich, CPA, is based in the Long Island office. Formerly a Senior Manager at the firm, he has over 15 years of accounting and tax experience in various industries including investment advisory, transportation, manufacturing, wholesale and real estate.
Dennis specializes in sophisticated tax planning for high net-worth individuals including family groups with closely-held businesses.
Graham Scott has joined the private client team of Morton Fraser. He is based in the Edinburgh office.
Mr Scott has over 20 years experience in all aspects of capital tax and estate planning for individuals and their families, including Wills, Powers of Attorney and trust law. He also advises business owners on all matters relating to business succession planning and tax efficient structures.
He joins from Aberdein Considine, where he was also a partner. Mr Scott initially trained with Dundas & Wilson, then moved to Turcan Connell. In 2006 he joined Murray Beith Murray where he was made a partner.
Graham is qualified as a solicitor in Scotland and is also a Notary Public.
Thomas Butler has resigned from Grassi & Co. Mr Butler has lead the tax service line at Grassi & Co in Jericho/NYC since July 2013. He joined Janover last month as Senior Tax Partner.
Mr Butler has had extensive and broad-ranging tax experience, having worked as a consultant and in-house. He left KPMG Peat Marwick in 1986 as a Senior Tax Manager to move in-house, joining Reliance Group Holdings as VP Tax, where he stayed for the next 14 years. In 2000 he returned to the accountancy profession, joining Grant Thornton as a Tax Partner and head of the Long Island Tax Practice. After almost 12 years at Grant Thornton he moved to Grassi & Co.