FIRMS
CALIFORNIA
Greenstein Rogo; Olsen & Co., Fremont,
has made 100 free tax, debt and financial
calculators available on its Web site, at www.
groco.com/tools/calculators.aspx.
FLORIDA
Kirkland, Russ, Murphy & Tapp PA has
been named one of the Tampa Bay Business
Journal’s Best Places to Work in Tampa Bay.
It is the only CPA firm in the area to have
been selected for ;ve consecutive years. ...
O’Sullivan Creel LLP has been accepted as
the exclusive Fort Walton Beach member of
the National CPA Health Care Advisors Association.
FIRMS
M&A WATCH
INDIA
SMB Solutions Corporate Services, New
Delhi, has joined Enterprise Worldwide.
MICHIGAN
Plante & Moran PLLC, South;eld, has partnered with IASeminars to offer CPAs and
other ;nancial professionals a comprehensive range of IFRS training solutions.
NEW JERSEY
Nick Magone, formerly of Couto, DeFranco
& Magone, has joined Grassi & Co. as a partner, expanding its practice in New Jersey.
Four additional sta; members are joining
the ;rm as part of the expansion. ... CPA Associates International Inc., Rutherford, a
global network of accounting and consulting ;rms, announced four new members:
Trout, Ebersole & Gro; LLP, Lancaster, Pa.,
with 16 partners and 80 total personnel;
Al-tieri, Gaona y Hooper SC, Puebla, Mexico,
with ;ve partners and 70 total personnel;
F T W & Partners CPA Ltd., Hong Kong, with
seven partners and 90 total personnel; and
Protasio Guerra y Asociados SC, Tamaulipas, Mexico, with two partners and 18 total
personnel. ... Wiss & Co. LLP, Livingston,
has been named one of the Best Places to
Work in New Jersey by NJBiz for the third
time. ... Fazio, Mannuzza, Roche, Tankel,
LaPilusa LLC raised over $1,300 for
Opportunity Project as a BlueJean Star Sponsor
for the 13th Annual BlueJean Day for Brain
Injury Awareness. Opportunity Project is a
support network for people in Northern New
Jersey with brain injuries.
NORTH CAROLINA
Greensboro
Davenport, Marvin, Joyce & Co. LLP
In February, Davenport, Marvin, Joyce &
Co. LLP, Greensboro, celebrated 10 years as
a participant in the Guilford County Sher-i;’s Department’s Annual Polar Plunge to
bene;t Special Olympics North Carolina
in February. Firm members raised $10,025
with their plunge into the 32-degree water
at the Wet N’ Wild Emerald Pointe water
park. Since the event’s creation, DMJ has frequently been awarded “Most Money Earned”
and has raised thousands of dollars for
Special Olympics North Carolina. Managing partner Mike Gillis was the ;rm’s ;rst
“plunger” in 2000.
CALIFORNIA
Stonefield Josephson acquires
Caporicci & Larson
Details: California CPA firm Stonefield
Josephson has acquired Caporicci & Larson, expanding the firm’s governmental
and nonprofit auditing capabilities.
Caporicci & Larson specializes in
governmental accounting, auditing and
advisory services. Founded in 1989, the
firm includes four partners with experience servicing government agencies,
health care facilities, nonprofit organizations and privately owned businesses
throughout California. Financial details of
the transaction were not available.
Caporicci & Larson co-founder Gary
M. Caporicci has more than 30 years of
diversified business experience, including
in audit and management consulting for
government organizations. Co-founder
Stephen L. Larson has more than 30 years
of public accounting and audit experience. CPAs Ken Pun and Ahmed Badawi
will also continue their leadership roles
with Caporicci & Larson.
The combined firm has offices in Los
Angeles, Orange County, San Diego, San
Francisco, San Jose, Walnut Creek and
Hong Kong.
mine Minieri, formerly of Soloway, Goldstein, Silverstein & Co., have joined the New
York City o;ce of Grassi & Co. as partners,
bringing with them seven additional staff
members. ... Marcum Search LLC, part of
the Marcum Group, has launched a new
service offering for temporary employee
placements. Tori Piechocniski has been
appointed vice president to lead the division. ... Rotenberg Meril Solomon Bertiger
& Guttilla PC has been appointed the New
York City member accounting firm of the
MSI Global Alliance. ... Weiser LLP, New
York City, has partnered with IASeminars
to o;er CPAs and other ;nancial professionals a comprehensive range of IFRS training
solutions. ... Richards, Witt & Charles LLP
has been accepted as the exclusive Garden
City member ;rm of the CPA Auto Dealer
Consultants Association.
NORTH CAROLINA
Hughes Pittman & Gupton LLP, Raleigh,
has become a sponsor of the Duke Start-Up
Challenge, a student-led entrepreneurship
competition at Duke University.
OHIO
SS&G Financial Services, Cleveland, won a
2010 NEO Success Award from Inside Business. The NEO Success Awards recognize
top companies in Northeast Ohio; this is the
fourth time the ;rm has received one.
NEW YORK
Steven Goldstein, Alan Silverstein and Car-
WISCONSIN
Je;erson Wells, Milwaukee, has allied with
Sawyer & Co., Atlanta, to expand its forensic
and investigative accounting services.
NEW ENGLAND
Marcum to buy regional UHY offices
Details: Marcum LLP plans to expand
in New England by acquiring three
offices from UHY Advisors. The deal,
which was set to close on April 16, according to a source close to Marcum,
will add offices in Boston, and Hartford
and New Haven, Conn. Marcum plans
to retain all of the employees. Financial
details were not available.
Marcum currently has offices in
Greenwich, Conn., as well as in New
York, New Jersey, Florida, Pennsylvania
and Grand Cayman.
“There is a significant amount of
M&A activity going on nationally,” said
management consultant Jay Nisberg.
“However, when you see a well-thought-out strategic plan to create a regional or
national footprint come together, one
must truly applaud the efforts of the
initiating firm. In my opinion, Marcum is
doing exactly that. They have a very clear
vision formulated by the firm’s leadership,
and they are making it happen.” Nisberg
believes Marcum will next turn its attention to expanding to the West Coast.
