H2R CPA announced that Nathan Shaffer, CPA, joined the firm as Accounting & Assurance Partner effective November 1, 2023. As Partner, Nate will be an integral member of the firm’s new generation of leadership, working together to chart an innovative course for the firm’s future as part of a comprehensive succession plan. In his role … Read more
H2R CPA announced that Phillip D. Zlokas, CPA, has been promoted to Tax Partner effective January 1, 2023. As partner, Phil will be an integral member of the firm’s new generation of leadership, working together to chart an innovative course for the firm’s future as part of a comprehensive succession plan. In his new role, … Read more
H2R CPA announced that Kieran O’Dea, CPA, will assume the role of Managing Partner effective January 1, 2023. Paul K. Rudoy, CPA/PFS, will remain at the firm as a tax partner and advisor following the transition. Kieran O’Dea will be the sixth Managing Partner in firm history, representing the fourth generation of firm leadership. With … Read more
H2R CPA announced that Steven M. Dotterer, JD, MBA, CVA, was promoted to Director, Business Valuation & Litigation Support, effective January 1, 2022. In his new role, Steve oversees the day-to-day operations of H2R CPA’s Business Valuation & Litigation Support department. He will continue working closely with Alex M. Kindler, CPA/ ABV/ CFF/ PFS, CVA, … Read more
H2R CPA announced that Sara Beauseigneur, CPA, MBA, was promoted to Audit Director, Employee Benefit Plans, effective January 1, 2022. In her new role, Sara will manage all of the firm’s Employee Benefit Plan client services, including audits, accounting and compliance. She will work closely in conjunction with H2R CPA’s Accounting & Assurance partners to … Read more
H2R CPA announced that Phillip D. Zlokas, CPA, was promoted to Tax Director effective November 1, 2021. In his new role, Phil will help lead the firm’s tax client service team and the implementation of ongoing technological advances in tax service delivery. He will also be the key tax technical resource for the firm’s senior … Read more
by H2R CPA TeamIn today’s complex world of mergers and acquisitions (M&As), buyers need to get to know business sellers and their executives, test their representations about asset condition and financial performance, and screen for common fraud schemes. Here’s why.Whose side are they on?Without adequate M&A due diligence, unwary buyers could fall victim to false … Read more