CPAs in the Spotlight

FORT LAUDERDALE

BERKOWITZ POLLACK BRANT ADVISORS AND ACCOUNTANTS Florida TaxWatch has appointed Berkowitz Pollack Brant Associate Director Karen A. Lake, CPA, as chairwoman of its COVIDKaren Lake 19 Taxpayer Tax Force. The task force will identify and analyze state and local tax issues arising from COVID-19 that affect businesses, individual taxpayers and state government. Lake also serves on the FICPA Council.

KATHRYN K. HORTON CPA, PA Kathryn Horton, president of Kathryn K. Horton CPA, PA, and FICPA board member recently was admitted into Florida Tax Watch Kathryn Horton Citizenship Institute. The 2020 Class meets in July and October to learn how state and local government policies impact Florida citizens and their communities.

FORT MYERS

MARKHAM NORTON MOSTELLER WRIGHT & COMPANY The AICPA recognized Becky Bokrand, CPA/CFF, CFE with Markham Norton Mosteller Wright & Co., P.A. for being the Becky Bokrand first-ever professional Certified in Financial Forensics to participate in the Accounting Doctoral Scholars Program. Becky graduated cum laude from Florida Gulf Coast University and is a licensed private investigator.

MIAMI

MGR TAX & FINANCIAL, LLC The Miami CPA office of MGR Tax & Financial, LLC announces the appointment of Roberto Rivas, CPA, CGMA, to the AICPA Roberto Rivas IRS Advocacy & Relations Committee for 2020-2021.

VMBG ACCOUNTING Carey Vasallo, a partner with VMBG Accounting was recently selected by the AICPA as a member of its Leadership Carey Vasallo Academy 12th graduating class. The Academy features career-development workshops and sessions with some of accounting’s most prominent influencers. Vasallo also is a member of the FICPA board of directors.

PENSACOLA

ANGLIN REICHMANN ARMSTRONG Anglin Reichmann Armstrong announces Ryan Campbell, CPA, CGMA, CVA is joining its Pensacola office as Partner in Charge. Ryan Campbell Partner Donna Bloomer will transition her time into client relationships and managing the firm’s Estate and Trust taxation and planning practice. Ryan is a Certified Valuation Analyst.

SALTMARSH, CLEAVELAND & GUND Saltmarsh, Cleaveland & Gund recently was honored by the Assoc. for Acctg. Mktg. (AAM) with the Marketing Achievement Award for commitment to service and corporate social responsibility. The firm won the coveted “We AAM to Serve” Award in recognition of their “Road to 1,944 Service Hours” campaign, which challenged its 150- employees to contribute 1,944 hours of service to charities, non- profits and other worthy organizations in celebration of the firm’s 75th Anniversary.

TALLAHASSEE

THOMAS HOWELL FERGUSON P.A. CPAs Thomas Howell Ferguson P.A. CPAs (THF) congratulates Andrea Medley on being accepted into Leadership TallahasAndrea Medley see (LT) Class 38. LT program participants learn to seek positive community changes through leadership roles. Andrea received her bachelor’s and master’s degrees from Florida State University. She serves THF as a director in the Tax Svcs. Dept.

TAMPA

BRIMMER, BUREK & KEELAN, LLP

Cong Nguyen Susan Evans

Brimmer, Burek & Keelan, LLP announce that Cong Nguyen and Susan Evans have become partners of the firm.

WEST PALM BEACH

BERKOWITZ POLLACK BRANT ADVISORS AND ACCOUNTANTS Palm Beach County Estate Planning Council has appointed Berkowitz Pollack Brant Sr. Mgr. of Tax Svcs Adam Slavin, Adam Slavin CPA, to its board of directors. Slavin has volunteered with the Council for nearly 10 years and serves on its programming and communications committee.

CALER, DONTEN, LEVINE, COHEN, PORTER AND VEIL, P.A. Caler, Donten, Levine, Cohn, Porter & Veil, PA announces the promotions of 16 employees within the firm’s administrative, audit, Patrick family office, tax, and Managan valuation & litigation support departments: Tricia Allahar, Ryan Davis, John Dingle, Masami Fujimoto, Nancy Hamden, Laney Kneib, Renaud Lindor, Karolina San Lucas, Jason Morley, Carlos Mora, Pedro Pedraza, Sonya Piotrowski, Dustin Provenzano, Michael Securro, Heath Schultz, Laura Vergara. Additionally, Rachel Commerford received her CPA license June 29 and Patrick Mangan is promoted to Shareholder.

DEAN MEAD

Brad Gould, a shareholder in Dean Mead’s Stuart and Fort Pierce offices, has been appointed as chair of the Tax Section Brad Gould of the American Bar Association’s (ABA) S Corporations Committee for 2020-2022. Gould previously served as vice chair of the ABA S Corporations Committee. His selection as chair represents peer recognition of his abilities and contributions to the work of the committee.

16-Year Old Growing $1M+ CPA Firm Looking to Acquire Practices

ANNUAL GROSS REVENUE $250,000 - $750,000 Tired of spending 50% of your day on non-billable administrative functions? Looking to spend more quality time with family, while continuing to secure YOUR financial future? We want to help YOU make the changes to reach YOUR personal and financial goals.

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Classified Ads

For information on rates and classified ad policies, visit ficpa.org/marketplace.

PRACTICES WANTED FOR PURCHASE OR MERGER

GROWING SOUTH FLORIDA CPA

FIRM looking to purchase or merge with a retirement-minded CPA in Florida. Favorable purchase terms offered with continuing employment opportunities available. Please contact Jeff Taraboulos at info@ksdt-cpa.com or (305) 670-3370.

CPA FIRM WANTED If you are located on either coast and are interested in selling your firm to retire or relieve yourself of the daily responsibilities of operating a practice, we are interested in speaking with you. Please call us confidentially at (877) 633-9654 or email dean@deanmcarthur.com.

LOOKING TO SELL YOUR ACCOUNTING

FIRM? Atlanta-based Fusion CPA is looking to acquire a firm in Florida. Our intent is to expand Fusion CPA through merging our firms together. To speak to our founder, please contact Trevor McCandless, CPA at 404.955.7338 or email at TM@fusiontaxes.com. To learn more about our 3-phase M&A process, please visit: www.fusiontaxes.com/MERGE-SELL-YOUR-ACCOUNT ING-FIRM

GROWING PENSACOLA FLORIDA CPA FIRM looking to purchase or merge with a retirement-minded CPA in Pensacola, Florida area. Favorable purchase terms offered with continuing employment opportunities available. For information, email msc@ficpa.org and refer to Ad 329.

In order to support CPA firms, Wells Fargo Advisors would like to introduce our STRATEGIC PARTNERSHIP PROGRAM designed to broaden and strengthen the existing relationships you have with your clients. Your client may potentially benefit from the service of two trusted professionals while gaining access to the extensive services and resources of a full-service investment firm at no extra cost.

When clients that you recommend for our professional money management services enroll in one or more of Wells Fargo Advisors investment advisory products, our Strategic Partnership offers your firm:

A non-exclusive program –no commitment or obligation Compensation for client relationships Income growth potential

We welcome the opportunity to speak with you in depth about the program and the benefits it can provide to both your firm and your clients. Please contact Chris Thompson, CFP ®, CRPC ® if you have any questions about our program: 904-273-7956 or toll free 1-800-542-2370 or email Christopher.thompson@wellsfargoadvisors.com.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $25,000 and $2 million.

Investment and Insurance Products:

NOT FDIC Insured No Bank Guarantee MAY LOSE VALUE

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0819-01509

CPE COVID-19 Safety Plan

RISK-FREE REGISTRATION In these difficult and uncertain times, for everyone we’ve added flexibility to our cancellation policy. Your health and safety are our primary concern. Due to ongoing uncertainty regarding COVID-19, FICPA will not charge a cancellation fee if you decide to not an attend in-person event based on concerns around your health or travel. LIVE EVENTS As we move ahead with planning and implementing live events, we will continue placing high importance on facilitating safety measures on-site and sanitary conditions for everyone’s health and wellbeing during the event. In order to remain informed about the ongoing situation at both the global and local levels, we are in constant communication with our facilities and following CDC guidelines. Some changes you can expect include, but are not limited to: • No handshaking, No Hugs Policy • Extra facility cleaning and attendee hand sanitization stations • Seating for classroom and rounds that allow for social distancing during all functions • Food and beverage service changes, including replacing self-serve buffets and drink stations with prepackaged or boxed lunches and/or facility staff serving guests cafeteria-style. Exploring self-check- in options Specific information for on-site participants will be coming soon, including what attendees can expect during all aspects of staying at the hotel and attending meeting functions.

NEED HELP OR HAVE QUESTIONS? REACH OUR TEAM ANY TIME: Email: msc@ficpa.org | Live Chat: FICPA.org | Phone: (850) 224-2727 or (800) 342-3197