Each month, we highlight our FICPA members' latest and greatest career achievements.
If you have good news you'd like to share about yourself, your firm or your employees and would like to be included in a future edition of CPAs in the Spotlight, please email [email protected].
To open our new year, here are the CPAs in the Spotlight from January:
Berkowitz Pollack Brant
Angie Adames, Joshua P. Heberling, Karen A. Lake
Berkowitz Pollack Brant Advisors + CPAs has promoted three firm members to director. These promotions reflect the firm’s growth, diversity of practices and commitment to promoting from within.
The new directors are Angie Adames, CPA; Joshua P. Heberling, CPA; and Karen A. Lake, CPA, CFST.
“We are proud to recognize the achievements of these individuals,” said Joseph L. Saka, CEO of Berkowitz Pollack Brant. “They have each contributed tremendously to our clients’ success and are dedicated to the growth of our firm. It is especially gratifying to reward professionals who live our core values and are devoted to stewardship of the firm.”
Angie Adames is a director in the Tax Services practice and focuses on tax and consulting services for real estate companies, manufacturing, high-net-worth individuals and closely owned businesses. She specializes in tax depreciation and tangible property regulations, pass-through entities and real estate transactions. Adames holds an executive master’s degree in taxation and a bachelor’s degree in accounting from Florida International University. She is bilingual in English and Spanish.
Joshua Heberling is a director in the Tax Services practice and focuses on tax compliance and consulting services for closely-held companies and high-net-worth individuals in the real estate industry. He has developed a special focus on complex partnership agreements and tax planning for real estate investors and developers. Clients appreciate his ability to analyze data while integrating information into long-term project goals. Heberling holds a master’s degree in taxation and a bachelor’s degree in accounting from Florida International University.
Karen Lake is a director in our State and Local Tax Services practice and focuses on helping businesses and individuals develop their tax structures and navigate complex state and local situations. She has specialized experience in state tax risk, tax structuring, improving cash flow and use of debt, and federal and state credits and incentives. Lake is on the board of trustees for the Florida Tax Watch and is a member of the FICPA Board of Directors and Counsel. She holds a bachelor’s degree in accounting from Florida Atlantic University.
Carr, Riggs & Ingram
Lindsay Aviles, Chad Branson, John Brielmaier III, Jeannine Busch, Ryan Hayden, Heather Mosier, David Murray
Nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has named seven new partners throughout Florida.
“This new class of partners truly embodies CRI’s foundational principles of tailored client service, respect for all, and unyielding integrity, which to us, are assets as valuable as their extensive subject matter expertise, leadership capabilities, and dedication to the profession,” stated Bill Carr, CRI chairman and managing partner. “I think I speak for all leadership when I say that we are incredibly proud of each of these new partners for reaching this major career milestone. They are a much-appreciated addition to the future-focused and results-driven firm we are continuously building and our clients of tomorrow, as well as our profession, are in good hands with this group.”
Destin
Chad Branson, CPA, CITP, CAM, performs financial statement audits and reviews for a wide variety of clients ranging from governments, not-for-profits, construction, manufacturing, and community associations. His goal with each client is to provide excellent communication and accessibility throughout each engagement. Chad strives to provide accurate and detailed consulting on ever-evolving accounting changes when needed.
Jacksonville
David Murray, CPA, works closely with small- to medium-sized businesses in real estate development, construction, law firms, and retail industries. Traditionally, he provides them with tax planning consultation and tax compliance services. David’s clients enjoy working with him because of his easy-going personality and willingness to stay in constant communication. He is a former teacher and often uses this experience to take high level and complex issues and explain them in layman’s terms.
Melbourne
Lindsay Aviles, CPA, primarily works on local government audits, ranging from small towns and districts to large cities in central Florida, as well a few not-for-profits. She also works on employee benefit plan audits, small compilation engagements, and consulting engagements involving GASB 87. Lindsay enjoys getting to know her clients and work on their audits year after year. By serving local entities, she feels as though she is directly contributing to her community. Communication is a top priority for Lindsay and always makes a point to help her clients identify potential issues and find solutions for the best way to move forward.
Orlando
Heather Mosier, CPA, CFE, works with medium to large not-for-profits, governmental agencies, single audits, and employee benefit plans. With these engagements, she manages and oversees a team to conduct audits, reviews, and compilations. It is Heather’s goal to always work closely with her clients to ensure that their deadlines are met. She strives to develop wholehearted relationships and clearly communicate in order to meet and exceed their expectations and determine where efficiencies can be made.
Tallahassee
Jeannine Busch, CPA, CFE, is highly skilled in federal and state not-for-profit single audits under Uniform Guidance and Chapter 10.650 Rules of the Auditor General of the State of Florida. She also provides forensic accounting services and comprehensive grant management consulting services to state agencies. Jeannine has become a welcomed face with her clients because she values every one of them individually and strives to always provide them with quality services in a timely manner.
Tampa Bay
John Brielmaier III, CPA, CISA, CITP, provides auditing and consulting services to local governments, nonprofits, and small-to-large commercial entities. For these industries, he is best known for providing audit and compilation services, Agreed Upon Procedures (AUPs), and direct examinations. John’s goal is to effectively communicate with each of his clients and continually serve as a resource to ensure smooth and timely audit performance.
Ryan Hayden, CPA, CVA, is a trusted advisor to his clients in the Tampa Bay area. He provides tax planning, compliance, consulting, and business valuation services. While he often serves individuals and closely held businesses, his predominant focus is estate and trust tax matters. Ryan is also highly knowledgeable in state and local tax and has represented numerous clients during examinations before state and local agencies. His clients appreciate his desire to get to know them and admire his ability to listen first and then proactively communicate to provide solutions for their needs.
Topics