Audit Managers Present at 401(k) Plan Audit Event

Friday, May 31, 2019

Audit & Assurance Senior Managers Lisa Carrick, CPA, and Shaelyn Rumley, CPA, shared their expertise on 401(k) plan audits to over 50 client representatives at Empower Retirement, the second-largest retirement services provider in the United States. Lisa and Shaelyn discussed the 401(k) plan audit process and answered questions representatives commonly receive from their clients about […]

Donita Joseph Honored with Prestigious Award

Friday, May 31, 2019

Donita Joseph, Tax & Accounting Partner and head of the firm’s Estate & Trust and Nonprofit Tax practices was honored by the California Society of Certified Public Accountants (CalCPA) during its “2019 Women to Watch Awards” at the CalCPA Women’s Leadership Forum in San Francisco. Donita was the winner of CalCPA’s Trailblazer Award. Awards are […]

Christy Woods Named to FTB Advisory Board

Friday, May 31, 2019

Christy Woods (formerly Selogie), Tax & Accounting Partner, has accepted a position on the Advisory Board of the State of California Franchise Tax Board (FTB). The Advisory Board consists of representatives from industry, the state, and federal government. The board provides insight and contributions from a non-FTB point of view to the executive officer on […]

Tom Monaghan Presents on Family Business Transition Planning

Friday, May 31, 2019

Tom Monaghan, CPA, MST, TEP, Tax & Accounting Partner, was a featured speaker, along with Bill Roberts of Erben Associates, at the Inland Empire Family Business Center. Their presentation focused on case studies and best practices for family business transition planning, and was well received by the audience of business owners at the event. Tom […]

Jeff Fields Celebrates a Decade Supporting Children & Families

Friday, May 31, 2019

Jeff Fields, Tax & Accounting Partner, will celebrate 10 years of service on Children’s Bureau’s Orange County Board of Trustees, where he has supported numerous giving campaigns and fundraising events benefitting the organization and its many community outreach programs. Children’s Bureau’s mission is to protect vulnerable children through child abuse prevention services, programs, and advocacy […]