December 8, 2022


local businesses

Accounting Electric power 50 A-H – NJBIZ

Karen Artasanchez 

Artasanchez is a “wicked smart” specific who “steps in and leads, and is also a caring mentor and purpose product,” according to colleagues. A partner in WilkinGuttenplan’s tax department, she’s also a valued member of the firm’s Banking and Legal professional Groups, a 6 Sigma Green Belt, and an integral component of the firm’s system improvement staff. Artasanchez leverages her considerable know-how in tax consulting, strategic arranging and compliance solutions to aid closely-held organizations and their house owners, with purchasers that consist of emerging and established firms in the producing, life sciences and pharma, qualified support, real estate, technological know-how, and food stuff support industries.  As portion of the WilkinGuttenplan International Tax Team, Artasanchez interacts with multinational businesses in Asia, Latin The usa and Europe, encouraging consumers control the elaborate tax compliance prerequisites that stem from possessing a international affiliate. She’s also created an skills in mergers and acquisitions, functioning with clients on each the acquire-side and promote-facet, often assisting with structuring promotions, examining tax implications of a transaction, and running due diligence procedures. Artasanchez’s  track record extends further than the business: she joined a statewide job drive that served Gov. Phil Murphy acquire an choice when rigid restrictions put on SALT (Point out and Local Tax) deductions threatened to hammer New Jersey citizens. On top of that, she shares her know-how across a wide range of matters in video clips made by organizations like NJCPA and the New Jersey chapter of the Association for Company Advancement.

Glenn Bellomy  

Bellomy has worked with dining places, meals and beverage and retail corporations for just about a few a long time, encouraging them to protected funding, maximize tax advantages, realize the regularly shifting laws and code, and get their ducks in a row for mergers or acquisitions when business daily life cycles allow for. As apply chief of Withum’s consumer merchandise solutions team, he’s a go-to person for eating places, food and beverage organizations and retail companies to tackle difficulties head-on and he has knowledge in the construction, distribution, producing and expert providers industries. New Jersey Food Council President Linda Doherty known as him an active leader on food items insecurity troubles and a supporter of the food items association community.

James Blake 

Mazars USA’s 2019 “yearbook” was titled “Striking the equilibrium,” and COO James Blake unquestionably exemplifies that idea. This February, he was acknowledged in the NJBIZ 2021 Leaders in Finance awards. An accounting veteran with far more than 25 several years of expertise, Blake is a member of the firm’s executive board and a small business board member of Mazars Group and serves as chairman of the Praxity North America accounting and consulting alliance.  During his tenure, Blake has focused on the middle market with a well balanced established of customers that contain domestic corporations and world importers and exporters. He carries that stability around to his have management model, which he touts as a person that encourages a tradition of open up interaction and collaboration.

James Bourke Jr. 

Bourke is running director for Advisory Expert services at Withum. He is identified for advances in the technological and digital room and was named to the NJBIZ 2020 Accounting Ability 50. In 2019, he received an NJBIZ Digi-Tech Innovator Award for boosting total productivity and general performance at his business. Bourke has been an energetic member of the NJCPA for many years, possessing previously served as president, as perfectly as the former Monmouth/Ocean Chapter president. According to Withum, he is a sought-right after speaker on difficulties involving technology, the job and business information. Bourke has keynoted and offered at conferences all around the entire world to a wide variety of marketplace groups.

Harry Carpenter 

Carpenter is a associate in the Livingston office environment of Citrin Cooperman where by he serves as the New Jersey practice leader and co-chairman of the firm’s Hashish Advisory Services Observe. He provides a huge wide range of accounting, audit, and consulting services to personal clientele in a number of specialized industries, which includes the rising hashish market, manufacturing and distribution, staffing, serious estate, design, architecture and engineering, and everyday living sciences. Carpenter specializes in audits, opinions, compilations, and session on general accounting, business technique, operations, budgeting and forecasts, and inner controls.

Anthony Castellano 

Following some 20 a long time at the assurance, tax, and monetary advisory organization BDO, Castellano’s management design and style is still evolving. When the COVID-19 pandemic hit, the conventional leadership product experienced to quickly modify — and switching to a remote-get the job done product intended a making more “individual and team link details, with more virtual occasions for BDO customers and shoppers.” As Woodbridge Assurance Business Handling Husband or wife, Castellano is accountable for overseeing the office’s audit practice enhancement, which ranges from customer fulfillment to staff recruitment and retention — and he’s aiding the group to navigate technological and other changes inside of the profession. One major improvement is “continuous auditing,” which is going auditors absent from a “rear-see mirror” investigation of transactions to a real-time strategy that might support clientele in New Jersey and further than to capture glitches more quickly and, maybe, assist to block fraudulent and other unauthorized transactions ahead of they can injury a company’s finances or functions. Castellano is also main his workforce into uncharted waters as the accounting occupation grapples with a new addition to economic assertion disclosures and estimates: ESG, or Environmental, Social and Governance. Increasing issue above problems like local weather adjust and gender-and-racial equality is driving far more publicly held organizations — alongside with accounting’s regular-environment Money Accounting Benchmarks Board — to look at means to measure and disclose how firms are responding to all the things from warming temperatures to minority board and other representation.

Jeffrey Christakos 

Christakos chairs the Accounting Office at Monmouth College, makes frequent media appearances and has gained numerous awards for his get the job done as an educator. Most a short while ago, the NJCPA offered him with the Remarkable Educator Award for his get the job done in advancing the profession. As a higher education professor, he encourages college students to be their best and functions to continuously make improvements to the school’s accounting application. He designed a Economic Scheduling Club and started off the college on the path to getting a Accredited Monetary Arranging Board-authorised system. Christakos also was selected to be the first non-Ph.D. office chair in current background of the Leon Hess Company College.

Joseph Damiano 

Less than Damiano’s tenure as controlling husband or wife, Sax LLP has been introducing to its roster of exercise regions to preserve and improve its shopper-centered providers and add worth as over-all enterprise advisors. Relocating further than compliance-connected functions, the agency has extra expense banking advisory, outsourced CFO, HR consulting, hashish, technological know-how and cybersecurity practices – numerous within just the final 12 months. Underneath Joe’s management, Sax’s wealth administration arm, Sax Prosperity Advisors, has also exceeded more than $1.5 billion in property underneath management and was lately ranked in the leading 50 CPA Corporations by AUM nationally. But even as the firm grows — Sax was recently rated as the 95th-most significant U.S. accounting agency by one marketplace publication but their intention is to be a Prime 75 agency — Damiano has maintained a concentration on spouse and children owned and carefully held firms though striving to supply exemplary assistance that keeps purchasers excited to get the job done with Sax. And although he’s fully commited to advancement, Damiano also seeks a very careful balance involving natural expansion and M&A. The strategy, he has explained, is to guarantee that any M&A companion reflects Sax’s culture, comprehending clients’ eyesight and supplying remedies that exceed their expectations whilst encouraging to guarantee their accomplishment.

Carolyn D’Anna

In 2020, when she was a companion at one particular of New Jersey’s major CPA corporations, D’Anna resolved it was a time to retire. It must’ve been a single of the shortest retirements on record, since a 7 days or so later she was talking to SobelCo Managing Member Alan D. Sobel about joining the business. Shortly soon after that she arrived on board as its to start with
COO. D’Anna “sets the appropriate tone as a precious member of the NJCPA, of the 175-human being organization, and as a part product and mentor for women and minorities,” states a colleague.  The COVID-19 pandemic was nevertheless raging when D’Anna joined SobelCo, but she rapidly swung into action, creating and reinforcing interior and exterior interactions nearly by means of Teams videoconferencing and bolstering agency morale.

Her formal obligations include overseeing Finance, Advertising and marketing, IT, HR and administrative capabilities — “she’s speedily produced a optimistic impression as an influential govt in the organization providing crucial leadership,” explained 1 observer. D’Anna has enabled SobelCo to run even a lot more successfully, adhering to the firm’s quick-term options while effectively executing lengthy-expression techniques, and releasing up means to focus on the firm’s top priorities, providing a increased diploma of transparency and accelerating the evolution of its existing programs and protocols.

Scott Derco

Derco, building field exercise co-leader at Citrin Cooperman, serves as president and at this time on the board of a single of the major and most acknowledged building companies in the U.S. He has spoken in entrance of several marketplace associations, created posts, and is perfectly-acknowledged in design and genuine estate circles.  As an advisor, Derco has produced an influence on a various client base consisting of closely held companies and substantial net worthy of individuals. His skills crosses more than several industries, such as manufacturing/distribution, and know-how, as well as other specialized industries. Derco specializes in strategic preparing for providers and their stockholders, created to lower taxable cash flow, reduce publicity to hazard, and optimize profitability and foreseeable future expansion.

Nicole M. DeRosa

A senior tax supervisor at Wiss & Co., DeRosa has much more than 12 years of public accounting encounter, specializing in tax troubles for persons and intently held enterprises. In addition to performing with shoppers in a assortment of industries, she also teaches several continuing training programs for Surgent CPE and the AICPA. Since of DeRosa’s comprehensive tax knowledge, she is a important resource for “all items tax” and often helps customers with federal and point out tax controversy matters. In 2015, she was named to NJCPA’s “30 Beneath 30” record and In 2019 she won a “Women to Watch” Ovation Award which acknowledges the expansion and success of woman users for their management dedication to fostering the achievements of fellow experts.

Andrea Diaz

Diaz turned a husband or wife at SKC & Co. CPAs in 2020, as the COVID-19 pandemic was peaking — and right away immersed herself in a time-essential task: making certain that every person at the firm experienced appropriate distant obtain to tax files and other details. She implemented a paperless course of action for the company so all details could be accessed remotely, without having a will need for paper data files made a server folder to centralize documents and served allocate assignments to make sure an uninterrupted workflow. Diaz and her companions also pored through hundreds of webpages of new tax guidelines and immediately disseminated the information to clientele so that they were being not in the dark. Diaz’s colleagues say she brings “energy” to the firm, and her knowledge, insight and professionalism raise the bar for everybody there. She proceeds to keep shoppers and company users close, protecting strains of communication through the on the net SKC 7 days in Overview, and by building herself available as a mentor on a variety of development, technological and other concerns for customers and for organization associates. Internally, Diaz aligns with the bulk-women firm’s society, acting as a mentor, and embracing flextime preparations, in-dwelling daycare, limitless PTO — in the course of hectic year — and other courses that help workforce to get work performed without sacrificing time with relatives and other cherished types.

Howard Dorman

Dorman has led the food and beverage follow at Mazars due to the fact his compact business merged into the firm a number of years ago. With skills constructed from 40-in addition many years of apply, he qualified prospects a workforce of 20 specialists giving tax and accounting services to all around 250 customers in all corners of the meals and beverage area, including importers, manufacturers, distributors, exporters, foodstuff company, retail and eating places, such as franchisors and franchisees. He informed NJBIZ final yr that his enthusiasm is cultivating expertise from down below and that his legacy is the youthful accountants he brought into the follow. “It’s the seeds you sow,” Dorman claimed. “It was under no circumstances about me.” His Food For Speak podcast, began mid-pandemic, is likely robust, now a lot more than 30 episodes in showcasing meals company gurus like Marc Oshims of AeroFarms and Michelle Retik of B.A.D. Foodstuff Co.

Tracey Early and David Untracht

The pair established Florham Park’s Untracht Early when they were the two in their early 30s and have expanded it to 150 men and women in 3 locations, serving substantial-profile clients – substantial internet well worth individuals and those in the alternative expenditure space (competing with corporations significantly bigger than their possess for this operate, and typically successful it). The agency states it focuses on emphasize the consulting capabilities of its engagements and its experts act as common company and fiscal advisors. Its customers depend on Untracht Early not only for accounting guidance but also for enter on typical business enterprise matters, tax techniques and strategic setting up.

Travis Epp

According to one insider, Epp is a “skilled collaborator and engaged marketer at all degrees for food items enterprises.” He co-manages the foodstuff business follow at EisnerAmper. Epp is an audit associate and the companion-in-charge of EisnerAmper’s manufacturing and distribution team, where he focuses on private firms in the middle current market. In a preceding purpose, Epp was a senior monetary officer at a family members enterprise exactly where he was the certifying economic officer for two publicly traded companies. Epp is an energetic member on the Financial Govt Global network, a Morristown-based mostly corporation for senior-amount fiscal executives, where by he formerly served on the Board of Directors and was previous president of the New Jersey Chapter.

Marge Filippelli

Filippelli is a taking care of companion at Marcum’s Roseland business and a member of the True Estate Team. She boasts decades of practical experience in the actual estate field, getting done function on money statement audits, opinions, compilations for office, residential, retail, lodge, industrial properties and investment firms. Filippelli also handles acquisition due diligence, unique-intent audits including working expenditures and agreed-upon techniques studies. Ahead of becoming a member of Marcum, Filippelli was a lover with Cornerstone Accounting Group LLP when the two companies merged in 2013. She is an energetic member of both equally the New Jersey Society of Qualified Public Accountants and the American Institute of Licensed Community Accountants and is also a member of the Nationwide Council of Authentic Estate Investment Fiduciaries (NCREIF).

Phillip Goldstein

Early on in the course of the COVID pandemic, a North Jersey county government wished to shut down all firms, which includes CPA companies. Thankfully for the practitioners, CEO Goldstein sits on an NJCPA political motion committee and he, alongside with other vital customers, quickly huddled with Gov. Phil Murphy, who in the end included CPAs as critical firms. That’s standard of Goldstein’s arms-on management technique, which leverages his audit, accounting and company abilities in these industries as construction, producing, serious estate, qualified businesses, professional medical, retail, wholesale, publishing, advertising and banking.

Goldstein heads the firm’s Development Products and services Group, and he’s a member of the firm’s Legislation Organization Services Team, dependable for the planning and coordination of financial reporting providers for attorneys and legislation firms. His articles that show up on a regular basis in intercontinental, nationwide and community publications. Goldstein Lieberman & Co. today employs more than 100 gurus, but Goldstein still remembers his roots, “when we had been very first starting up out and experienced to scramble to fulfill payroll.” That form of track record tends to make him a purely natural when it comes to operating with the firm’s lots of family owned and carefully held small business shoppers, the place he has to be a psychologist as perfectly as an accountant to assist them get the job done out problems.

Michael Hochman

Hochman is the New Jersey place of work market place co-chief and executive committee member at Grassi. He brings extra than 30 a long time of practical experience to the organization in tax scheduling and return preparation for businesses, people today, and partnerships and represents clients ahead of both equally federal and state taxing authorities. Hochman maintains a huge shopper base reflecting a huge spectrum of industries, like development, manufacturing and distribution, and real estate. Doing work intently with the construction exercise at Grassi, Hochman is reported to have a distinct comprehending of the in-depth expertise needed for the exceptional accounting and tax necessities of the design marketplace.