David Appel Featured in Miami Today
Cherry Bekaert LLP’s David W. Appel was featured in a profile this week for Miami Today. The interview focuses on Appel’s journey to becoming the Managing Partner of Cherry Bekaert’s South Florida practice, and how he leverages that role to help grow the practice. Appel also discusses the impact technology has had in the workforce, and why he views the growth of Cherry Bekaert’s associates as the most important part of his job. Possessing over 30 years of experience, Appel provides tax planning and consulting services to publicly-traded and privately-held businesses. Video of Appel’s interview is available on Miami Today’s YouTube channel.
Stephanie Neal Named Cherry Bekaert Chief Human Resources Officer
Cherry Bekaert LLP (“the Firm”), one of the nation’s top public accounting firms, is delighted to welcome Stephanie P. Neal as the Firm’s new Chief Human Resources Officer. Neal brings to Cherry Bekaert over 20 years of human resources experience. As Chief Human Resources Officer, she will employ her collaborative leadership style to provide Cherry Bekaert guidance in improving organizational strategy, developing operational effectiveness, and elevating team performance. In addition, Neal will offer proactive solutions and sound practices that support the Firm’s strategic growth. Throughout Neal’s career, she has consulted with companies nationwide in the professional services, healthcare, manufacturing, service/retail, telecommunication, education,. Read More.
Melisa Galasso and Jonathan Kraftchick Receive NCACPA Awards
Cherry Bekaert (“the Firm”) congratulates Melisa Galasso, CPA , and Jonathan Kraftchick, CPA, for being selected as two of 31 recipients of the North Carolina Association of Certified Public Accountants’ (“NCACPA”) 5.0 Speaker Award for 2016-2017. Both are past winners of this prestigious award. The 5.0 Speaker Award is part of the NCACPA’s annual Discussion Leader awards, which recognizes individuals for their outstanding contributions to the accounting profession and community. Other awards include the Outstanding Conference Speaker Award, the Outstanding Seminar Speaker Award, the Don Farmer Award, the Outstanding Professional Speaker Award, and the Terry R. Alexander New Speaker Award. Recipients will be. Read More.
Cherry Bekaert Launches Technology Solutions Group
Nationally recognized CPA and consulting firm Cherry Bekaert LLP (“the Firm”) is proud to announce the launch of its Technology Solutions Group , established to meet the growing technology and business intelligence needs of the Firm’s clients. The group will be spearheaded by newly hired Managing Director Toby Stansell and Director Jim Holman. Toby Stansell joins Cherry Bekaert after serving as the President and Chief Operating Officer of a boutique technology consulting firm. In his new role as a Managing Director with the Firm’s Technology Solutions group, he will advise clients as to how they can apply and leverage technology to improve their operational and. Read More.
Cherry Bekaert Welcomes New Assurance & Advisory Partner Chase Wright
Cherry Bekaert LLP (“the Firm”), one of the largest CPA and consulting firms in the country, is proud to welcome Chase Wright as a new Assurance and Advisory Partner with the Firm’s Tampa practice. In this capacity, Wright will work with middle-market public corporations, private equity-backed businesses and private companies in the technology, life sciences, health services, manufacturing and distribution industries. He will also be a member of THInc , the Firm’s specialty practice that focuses on guiding and helping clients maximize opportunities for innovation in the Technology, Health & Life Sciences and Industrial sectors. Wright has more than 20 years of experience. Read More.
Cherry Bekaert Welcomes Tom Cryan as Managing Director
Nationally recognized, growth-oriented CPA firm Cherry Bekaert LLP (“the Firm”) is excited to announce the addition of Tom Cryan as the National Leader for the Firm’s Tax Controversy practice. Cryan joins Cherry Bekaert as a Managing Director after serving in the national tax office at one of the country’s largest independent tax firms. He will be based in the Firm’s Washington, D.C., practice. As the leader of Cherry Bekaert’s Tax Controversy practice, Cryan will provide clients guidance on tax controversy issues, partnership procedures, international information reporting, and Internal Revenue Service (“IRS”) procedural matters. He will also represent clients before the IRS in pre-filing agreements,. Read More.
Cherry Bekaert Wealth Management Expands Practice into South Florida
The Wealth Management division of Cherry Bekaert LLP (“the Firm”), one of the nation’s largest accounting and advisory firms, is expanding its presence nationally in the South Florida region. The addition of Managing Director Lillian M. Peters, CFP®, CDFA® , who is charged with leading and growing the wealth division nationally, and Senior Financial Advisor Tessie Yuste, CFP®, CIMA®, CDFA®, CTFA , marks a strategic move for increasing the South Florida market and growing client services offerings in the area. Lillian Peters brings more than two decades of experience in wealth management and financial planning, as well as over 15 years of experience leading private wealth divisions, to her new role. Read More.
CFOs Say Innovation Is Important Yet Believe They’re Falling Short
Almost 90 percent of financial executives agree that innovation is more important to their companies now than five years ago, yet only 16 percent believe their companies are “highly successful” at achieving innovation. These findings are according to a recent survey from CFO Research , in collaboration with nationally recognized CPA and advisory firm Cherry Bekaert LLP (“the Firm”), of more than 160 financial executives and CFOs from middle-market companies in the technology, health, and industrial/manufacturing industries. The national survey also brings to light the critical role CFOs play in the process of innovation. About half of respondents believe the CEO or business owner is. Read More.
Cherry Bekaert Adds Depth to Growing Real Estate Practice in Atlanta
Cherry Bekaert LLP (“the Firm”), a nationally recognized, growth-oriented CPA firm, today announced the addition of two new Partners, Wesley P. Hudson and Catherine L. Bazley , to its Real Estate & Construction industry group in Atlanta, Georgia. Hudson has over 20 years of experience and knowledge in the commercial real estate industry, including real estate tax credit transactions, pre-acquisition due diligence, purchase price allocation, tax mitigation structuring, real estate consulting and financial statement audits. He has worked closely with real estate holding companies, developers, contractors and private equity funds, advising on real estate transactions ranging from $25 million to $4 billion. His technical ability encompasses a broad range of expertise, from. Read More.
Gus Perez Offers Guidance on Adding New Service Lines
In the September/October 2016 issue of Florida CPA Today , Cherry Bekaert’s (“the Firm”) Gustavo “Gus” Perez shares his thoughts on why firms should implement new service lines to stand out from the competition and attract prospective clients. The Firm’s National Leader of Valuation Services centers his discussion on ways to expand services offered, as well as references the challenges firms may face in becoming a market leader. Perez notes that when identifying and implementing new service lines, firms should have an understanding of their identity and clients’ needs. He recommends that any new service line should complement a firm’s existing service lines and industry expertise. In. Read More.