We are pleased to announce the promotions of Therese Cheevers to Employee Benefits Services Partner and Ed Fazio to Partner in the Tax & Accounting Services department.
Therese joined Windes in 2007 and has served the retirement plan needs of small- to middle-market corporations and unincorporated entities since 1984. Her practice focus includes pension and cash balance plans, 401(k) plans and cross tested profit sharing plans, along with plan compliance, correction, and IRS reporting. Therese’s specialty services are consultation on qualified plan issues, plan documents, and design and implementation.
Ed joined Windes in 2006 and has over 20 years of experience in public accounting. His practice includes tax planning for business owners and their related entities, as well as analysis of complex, consolidated, multi-state corporations and partnerships. Ed also facilitates mergers and acquisitions, reorganizations, succession planning, manufacturing export incentives and real estate tax deferral strategies.
Therese is an IRS Enrolled Retirement Plan Agent (ERPA), a National Institute of Pension Administrators (NIPA) Accredited Pension Administrator (APA), as well as the NIPA, Orange County Chapter Secretary.
Ed is a Certified Public Accountant and member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and the Baker Tilly International State and Local Tax Committee. Ed received his Master of Science in Taxation from Golden Gate University and is also a Certified Mergers and Acquisitions Advisor (CM&AA).
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