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Rob Schlener featured in 2015 OCBJ Giving Guide

February 10, 2015, 11:31 am
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Engaging the Board for Better Fundraising Results

Featured in the 2015 OCBJ Giving Guide

Much has been written about the role a board of directors plays in the success of a nonprofit.

Certainly everyone can agree that governance is one of those key roles. But when it comes to fundraising, the answer is not as clear… I often hear from management that their particular board isn’t involved enough in fundraising. In some instances, board members specifically ask not to be involved at all. They cite their time commitment as reaches your desk.

Where’s the Commitment? their contribution. We all know that time doesn’t pay the bills. Not having the board support fundraising from concept to execution is a sure way to guarantee failure.

Whether you are considering joining a nonprofit board, are currently on a board or part of the Robert J. Schlener management at a nonprofit, here are a few thoughts to consider when the topic of boards and fundraising Solicit honest feedback (through a questionnaire, anonymous online survey, etc.) from all board members and analyze the results. This becomes a baseline. With this information, craft fundraising strategies that align with the board’s current willingness to participate. Raise the bar next time.

Don’t Keep Secrets How committed to the mission of the organization are the board members? Does the organization ask each member to make a personal, annual gift, along with an annual commitment of outside contributions (“give or get”)? Clear communication of expectations will help ensure better success. Choose board members for their wisdom, experience and passion, but don’t forget about their connections! Board members have access to a treasure trove of potential individual and corporate donors, so involve the board in developing and implementing every major fundraising project. Successful fundraising campaigns start with planning exercises that include all board members. Finally, make sure the board is involved in identifying, refreshing and engaging your target list of supporters throughout the year. Real time success stories sell.

Scorecards not Postcards “That’s why they’re called scorecards and not postcards.” I say that at least once per round of golf when referring to a bad shot that leads to a great score. The same holds true for evaluating board members’ efforts towards fundraising commitments and other measurable goals. A board should complete an accountability scorecard annually. Use the scorecard to plan for next year. Mind Your Manners Make sure board members reach out to donors personally, thanking them for their continued support. Donors want to know how their contribution directly helped the organization, so being specific and genuine helps with future asks.

Robert J. Schlener CPA, CGMA is Partner in Charge of Nonprofit Services in the Irvine office of SingerLewak LLP. If you would like more information on how to engage boards in fundraising activities, email him at rschlener@singerlewak.com.

Robert Schlener

Robert Schlener

Lead Partner
Orange County

Email: RSchlener@SingerLewak.com


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Singerlewak expands market presence and sets growth plans into Denver Market

May 4, 2015, 1:00 am
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SingerLewak augments its audit and tax practice with the addition of accounting industry professionals from local Denver accounting firm, StarkSchenkein, LLP 

Denver, CO and Los Angeles, CA – May 4, 2015 — SingerLewak LLP, a full service accounting, tax and business consulting firm with strong national presence and a half century history serving clients in various industry sectors, is pleased to announce the addition of two partners to its practice: Ed Schenkein, will join as an audit partner and Gary Rand will join as a tax partner. Ed and Gary join SingerLewak from StarkSchenkein, LLP, a local Denver, Colorado full service accounting and tax firm.  In addition, 7 professional staff and 1 administrative professional will work in the Colorado office.

“SingerLewak has experienced exceptional growth in the past 2 years and as we continue to expand and move into new markets, the timing could not be better to add two leading senior accounting professionals to join our practice and help expand our presence in a growing Colorado market.   SingerLewak is excited to welcome Ed and Gary whose commitment to excellence and client service, are deeply aligned with the SingerLewak mission,” commented Jim Pitrat, Managing Partner, SingerLewak.

Ed Schenkein, CPA, echoed the sentiment, saying, “our first priority has always been to provide the best service possible to our clients. We are confident that joining SingerLewak will enhance our ability to fulfill this objective.”

“We are excited about the new horizons we can reach by joining with SingerLewak,” stated Gary Rand, CPA. “Together we will continue to bring the high quality service our clients have come to expect from our team.”

With the addition of our Denver team, SingerLewak looks forward to the expansion of our service capabilities in the areas of:

  • Entrepreneurial and Family Owned Businesses
  • Public Companies
  • Private Equity
  • Manufacturing and Distribution
  • Real Estate
  • High Tech and Telecommunications
  • Construction, Oil, Gas & Mining

The SingerLewak office is located at 3600 S. Yosemite Street, Suite 600, Denver, Colorado.

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Lewis Sharpstone visits Washington and meets with Law Makers

May 19, 2015, 1:00 am
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Washington, D.C. (May 19, 2015) – CPA profession leaders journeyed to Capitol Hill today to make the case for several issues of importance to the profession and the public, including the need to improve Internal Revenue Service (IRS) taxpayer services. The visits are a highlight of the three-day meeting of the American Institute of CPAs’ (AICPA) governing Council in Washington, D.C.

Concerned about the impact of IRS service reductions on taxpayers and tax practitioners, the AICPA Council on May 17 adopted a resolution  urging policy makers to create a bi-partisan forum to “make recommendations that enable the IRS to achieve its stated mission and to transform it into a modern functioning, evolutionary, and respected federal agency for the 21 Century.”

“Taxpayer service must remain a high priority under any circumstances,” said AICPA president and CEO Barry C. Melancon, CPA, CGMA. “We are hopeful that an objective forum will be able to identify ways to improve IRS responsiveness to taxpayers and tax practitioners alike.”

The CPA profession also is calling for permanent tax relief when natural disasters strike. “Because tax relief is dependent on Congressional action after every disaster, it has been available only sporadically,” the AICPA explained in a publication developed for the Hill visits. “The CPA profession believes Congress should provide fairness, certainty and consistency with permanent tax relief measures that automatically apply once the President issues a disaster declaration,” it states. Based on experience with past tax relief and in partnership with state CPA societies, the AICPA has identified 10 disaster tax relief measures that should be permanently enacted into law.

In addition, the meetings will give CPAs from throughout the nation an opportunity to underscore the importance of preserving the use of the cash basis of accounting for tax purposes. The congressional debate over tax reform has included consideration of a proposal to require virtually all service companies with gross receipts greater than $10 million to change to the accrual method of accounting. Such a mandate would increase administrative and recordkeeping burdens on businesses in the field of accounting, farming, health, law, engineering and architecture, among others.

Mobile workforce legislation is another likely topic during constituents’ meetings with their members of Congress. Forty-one states impose a personal income tax on the wages of individuals whose work takes them over state lines. And several states require withholding for as little as one day of work. In response, bills introduced in both the House and Senate with the profession’s backing would create a uniform national standard. Employees traveling to a nonresident state for fewer than 30 days would have no tax liability in the nonresident state, and the employer would have no withholding obligation.

AICPA leaders from each of the 50 states, the District of Columbia, Puerto Rico, the Virgin Islands and Guam attended the Council meeting.

Guest speakers included U.S. Representative Paul Ryan (R-Wis.), chairman of the House Ways and Means Committee; U.S. Senator Heidi Heitkamp (D-N.D.); Brian Peretti, director, Office of Critical Infrastructure Protection and Compliance Policy, U.S. Department of the Treasury; Billy Atkinson, chairman of the Private Company Council, and Tony Chanmugam, Group Finance Director of BT Group.

AICPA Council determines Institute programs and policies. It has approximately 260 members with representatives from every state and U.S. territory. Council meets twice each year.

003Nation’s CPAs Call for IRS Service Improvements, Permanent Disaster Tax Relief, Preservation of Cash Accounting and Mobile Workforce Law during Capitol Hill Meetings

 

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Singerlewak welcomes business management leader

August 3, 2015, 1:00 am
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SingerLewak augments its Business Management practice with the addition of Joel D. Levy, a leading Los Angeles business management professional.

Los Angeles, CA – August 3, 2015 – SingerLewak LLP, a full service accounting, tax and business consulting firm with strong presence in the west region and a half century history serving clients in various industry sectors is pleased to announce the addition of Joel Levy to its Business Management practice. Joel joins SingerLewak as a partner and will lead SingerLewak’s Business Management practice based in Los Angeles.

“The addition of Joel Levy’s talent and expertise is a win for SingerLewak. We are excited to welcome Joel whose passion for excellence and client service are clearly aligned with ours,” said Jim Pitrat, Managing Partner, SingerLewak.

Joel’s extensive expertise includes working with some of the biggest names in music, motion picture, television and sports. He has worked in the industry for more than 30 years and his commitment to client service has earned him a stellar reputation among the Hollywood elite. Joel prides himself in guiding his clients through various stages of their financial endeavors with special attention to guidance on tax strategies and compliance with a focus on sound financial planning.

“I am very pleased to become a part of SingerLewak. Their expertise and resources will be very beneficial to my current clients and future clients. SingerLewak’s fifty plus year history of exemplary service and their marketplace reputation is what drew me to them,” said, Joel Levy.

Joel will be based in the West Los Angeles office and can be reached at 310-477-3931 X1414

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For more information about SingerLewak, please visit www.singerlewak.com, email info@singerlewak.com or call (800) 754-4557.

Joel Levy

Joel Levy

Partner
Los Angeles

Email: JLevy@SingerLewak.com

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Singerlewak announces expansion into Pomona, CA with the combination of Jeffrey, Corrigan & Shaw, LLP

January 5, 2016, 12:00 am
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SingerLewak continues its growth into various regional areas of Southern California

Los Angeles, CA – January 5, 2016 – SingerLewak LLP, a full service accounting, tax and business consulting firm with strong national presence and a half-century history serving clients in various industry sectors, is pleased to announce it is combining with Jeffery, Corrigan & Shaw, LLP, a leading middle market accounting firm, serving a variety of client industries and sectors into its operation. This combination will give SingerLewak presence in the surrounding areas of Pomona, Inland Empire and augment its current Orange County practice.

“As we continue to expand our office and talent footprint, this combination brings together two accounting firms whose strategic objectives and commitment to superior client service are strongly aligned. SingerLewak is always looking for ways to deliver value to our growing client base and this combination strongly aligns with our mission to put our clients’ needs first and continuously find ways to better serve them and their growing businesses,” commented Jim Pitrat, Managing Partner, SingerLewak.

“As founding partners of Jeffery, Corrigan & Shaw, LLP, we are excited about the expanded opportunities this combination will provide our clients and members of our firm. Combining with SingerLewak will allow our firm to scale our services and expertise with a strong network of local and global resources. We will continue business as usual with our existing staff and continue providing high quality, personalized services for all of our clients and their growing needs,” commented Ron Jeffery and Nancy Corrigan, partners at Jeffery, Corrigan & Shaw, LLP.

Jeffery, Corrigan & Shaw, LLP will become SingerLewak, LLP effective immediately and will continue to operate at its current location in Pomona at: 716 Corporate Center Drive, Pomona, CA 91768. The SingerLewak Pomona office may be reached at 909-865-2177.
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For more information about SingerLewak, please visit www.singerlewak.com, email info@singerlewak.com or call (800) 754-4557.

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Nanaz Benyamini promoted to Director in SingerLewak’s LA office

February 10, 2016, 10:54 am
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SingerLewak is proud to announce continued growth of our practice and our staff. We are proud to promote Nanaz Benyamini in our Los Angeles office to Director.

Nanaz Benyamini is a Director in SingerLewak’s nonprofit Tax practice.

Experience

Nanaz Benyamini has more than 19 years of tax and accounting experience, including over 14 years as a tax exempt specialist in providing compliance and consulting services to Nonprofit organizations. She began her career with Deloitte & Touche in 1996, where she continued her career through the position of Tax Senior Manager in Deloitte’s Los Angeles Tax Exempt Practice.

Nanaz specializes in taxation of Nonprofit organizations. She has extensive experience in advising her clients on the unique tax topics facing nonprofit organizations, including the tax and operational requirements of nonprofit organizations and unrelated business income. In addition to an expertise in area of nonprofit organizations, Nanaz also has a background in for-profit taxation, including individuals, flow through entities and S corporations.

Industries & Focus

Nonprofit Organizations

Education & Affiliations

Nanaz graduated from the University of Southern California, with a Bachelor of Science in Accounting. She is a Certified Public Accountant and a current member of the American Institute of Certified Public Accounts (AICPA).

Nanaz Benyamini

Nanaz Benyamini

Director
Los Angeles

Email: NBenyamini@SingerLewak.com

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Promotion to the position of Director

February 10, 2016, 11:11 am
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It is my great pleasure to announce that we have promoted the following people in the position of Director:

Andy Armstrong, CPA
Andy is a Director in SingerLewak’s Assurance & Advisory Practice in the Silicon Valley office.

David Finkelstein, CPA
David is a Director in SingerLewak’s Assurance & Advisory Practice in the Orange County office.
Please join me in congratulating them on their promotion.

Andy Armstrong

Andy Armstrong

Director
Silicon Valley

Email: AArmstrong@SingerLewak.com


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David Finkelstein

David Finkelstein

Director
Orange County

Email: DFinkelstein@SingerLewak.com


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Announcement a new Partner & Director at Singerlewak

February 10, 2016, 11:15 am
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It is my great pleasure to announce that we have hired the following people in the position of Partner:

Jeremy Dillard, CPA
Jeremy Dillard is a Partner in SingerLewak’s Assurance & Advisory practice and is based in the Woodland Hills office.

It is my great pleasure to announce that we have hired the following people in the position of Director:

Rochelle Nakajima, CPA
Rochelle Nakajima is a Director in SingerLewak’s Assurance & Advisory practice and is based in the Los Angeles office.

Please join me in congratulating them on their appointment.

Jeremy Dillard

Jeremy Dillard

Partner
Woodland Hills

Email: JDillard@SingerLewak.com


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Rochelle Nakajima

Rochelle Nakajima

Director
Los Angeles

Email: RNakajima@SingerLewak.com


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Growth Comes in Various Shapes and Sizes: Three Favorable Tax Benefits for Technology, Manufacturing and Other Businesses

May 25, 2016, 12:12 pm
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As a business owner or operator, you understand that business growth comes in different shapes and sizes. A key component of business growth is a sound tax strategy. Every business has a unique tax situation but if you are a company that performs research and development (R&D), understanding the tax rules applicable to R&D is necessary to maximizing the benefits from those activities. Navigating tax laws and regulations through an experienced tax partner can make all the difference in moving forward or falling back. Businesses today face many competitive burdens and challenges, including our country’s complex regulatory tax environment. Many changes are occurring now that will help businesses succeed. One of the more recent significant changes for companies engaged in R&D took effect at the end of 2015. Our federal government took steps to assist businesses and business owners by extending a number of federal tax benefits and placing into law new, beneficial provisions which take effect in 2016 and beyond.

When Change is Good

Since state corporate income tax stems largely from the states’ adoption of the Internal Revenue Code (IRC), these federal income tax changes and provisions will impact corporate taxpayers at both the federal and state level. The legislation, officially signed by President Obama into law, was effective December 18, 2015. The signed bill is referred to as “Protecting Americans from the Tax Hikes (PATH) Act of 2015” (Path Act).

One of the more impactful items coming from the Path Act was the modification to the research and development (R&D) credit under IRC Section 41. The Path Act has made the R&D credit permanent, beginning in 2016. Among other provisions, the Path Act also retroactively extended existing beneficial provisions related to bonus depreciation, and provides relief for certain taxpayers subject to the alternative minimum tax (AMT).

The R&D Tax Credit

For all companies that perform research and development, the R&D credit is available to provide relief for the extensive costs that companies incur when bringing products or methods to market. Historically, certain companies that incurred R&D costs had difficulty obtaining benefits from the prior R&D credit, as the credit could only be utilized against positive income (i.e. profit). As many companies take several years to turn a profit, the R&D credits they had earned became “trapped” and unusable by the entity (or subsidiary) that generated them. This potential for trapped or unusable credits had caused uncertainty regarding the effectiveness of the R&D credit and potentially impacted decisions on whether to invest in R&D. Without a way to offset the extensive costs of R&D activity, many taxpayers simply could not afford to invest the level of resources required to either establish new, innovative products or to improve existing products.

In order to provide relief for taxpayers with R&D activity, the Path Act provides two separate avenues that qualified taxpayers can take in order to offset their R&D costs. First, the Path Act permits businesses with less than $50 million in gross receipts to use the credit to offset its AMT. This is significant as historically the R&D tax credit could not be used to reduce tax liability below the taxpayer’s AMT. Since the credit could not be used to offset AMT in past years, any unused credit would be required to be carried forward to future tax years. However, with the passing of the Path Act, some corporate taxpayers can now bypass this limitation.

Second, the Path Act permits certain start-up businesses with no current income tax liability to offset payroll taxes with the R&D credit. Effective January 31, 2015, a small business may be able to apply a portion of their R&D credit (up to $250,000) against payroll tax liability. To be eligible for this option a business must meet certain criteria regarding gross receipts. This is significant for startup businesses, as one of the primary costs incurred is payroll.

Due to the past limitations on the utilization of the R&D credit, many taxpayers who performed qualifying R&D activity may have overlooked credit (or refund) opportunities under the assumption that the available benefit from the credit was either non-existent, or too small to justify establishing internal procedures to perform a proper credit study. Companies that do not understand the broad nature of the activities qualifying for the credit, or the new rules related to the calculation of the credit can miss significant credit and refund opportunities for open tax years.

Bonus Depreciation

The federal bonus depreciation provisions allow companies to increase or accelerate the depreciation of qualified business property. The Path Act not only extends the bonus depreciation provisions, but removes some provisions that previously limited the availability of the deduction. At the federal level, the Path Act retroactively extends the 50 percent bonus depreciation for certain qualified property placed in service over the next five years (i.e., through 2019). The bonus depreciation percentage that is allowed will decrease incrementally through 2019. For example, the 50 percent bonus depreciation continues for 2015, 2016, and 2017, but drops to 40 percent in 2018 and 30 percent in 2019. Beginning in 2016, the Path Act also allows bonus depreciation to be claimed on qualified improvement property regardless of whether the property is subject to a lease, and removes the requirement that an improvement be placed in service more than three years after the building was placed in service.

At the state level, the availability of the bonus depreciation provisions is less clear. Since the bonus depreciation provisions were added to the IRC, they have not been uniformly adopted by the states, and the available benefit for taxpayers will require a state-by-state analysis. Some states have what is known as “rolling conformity” and have already adopted bonus depreciation (without modification). However, taxpayers must determine the state-specific conformity dates to confirm that a given state originally adopted bonus depreciation. Otherwise the bonus depreciation extension will not have any impact at the state level. For states that never adopted federal bonus depreciation (or adopted it with modifications), it is presumed that the bonus depreciation extension under the Path Act will have little or no impact.

AMT Credit in Lieu of Bonus Depreciation

The Path Act retroactively extends through 2019 the election to accelerate some AMT credits in lieu of bonus depreciation and, beginning in 2016, increases the amount of unused AMT credits that may be claimed in lieu of bonus depreciation. As with the bonus depreciation provisions, generally speaking, the states with rolling conformity will incorporate this change. In addition, states that do not conform to federal AMT provisions (or incorporate federal AMT provisions with modifications) would not be impacted by the changes introduced in the Path Act.

 

If any of these scenarios apply to your business, we are ready to help you navigate the regulations in these areas.

Javier Ramirez

Javier Ramirez

Specialty Tax Lead Partner
Orange County


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New Audit Says South El Monte an easy target for fraud due to contract practices

July 11, 2016, 4:36 pm
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New audit says South El Monte an easy target for fraud due to contract practices

SOUTH EL MONTE >> An audit of South El Monte’s dealings with two consultants revealed issues with how the city doles out contracts to private companies, as well as the way the city bills those companies and checks up on their work.

In their report, auditors with Los Angeles-based SingerLewak LLP said the city left itself open to fraud — one contract showed a company billed more hours of work than there are in a day.

The audit was finalized June 21, and was obtained by this newspaper this week.

The document shows City Manager Tony Ybarra executed four contracts with the two consulting companies — three with Arroyo Strategy Group, for a total payout of $110,000, and the other with ECM Group Inc. for $29,376.

All the contracts were adopted without the City Council’s approval, and none of the contracts was subject to a competitive bidding process, the audit said.

Ybarra said the contracts did not first go before the council because they required immediate action in negotiations.

“The City Council understood that, and we eventually brought the contracts back to the council for review,” Ybarra said.

The audit was not on Tuesday night’s City Council meeting agenda, and Ybarra said there were no plans as of yet to add it to a future agenda.

Aside from issues with the contract process, the audit also found issues with the way the contractors conducted business.

Arroyo principal Omar Hernandez told auditors he maintains no physical office location; the only address listed for the company is a post office box in South El Monte. Hernandez also said he also keeps no copies or records of Arroyo’s work, according to the report.

In response to questions from this paper, Arroyo’s Senior Vice President of Operations Jennifer Garcia would not confirm whether Arroyo keeps any records of its contracted work.

ECM principal Hector Castillo admitted to submitting fictitious labor claims for four days of work, the report said.

On the four days in question, ECM claimed 25 hours, 26 hours, 27 hours and 25 hours of work respectively, with one staff member averaging 17.5 hours of work per day, the report said.

ECM did not respond to requests for comment.

The audit report’s findings are “concerning,” said City Councilman Joseph Gonzales.

After auditor Van Lant and Fankhanel LLP first raised concerns about Arroyo and ECM in September, Gonzales requested that the city investigate further. He said he had read the draft of SingerLewak’s audit in February and has been asking for its final, public release since then.

“It’s unbelievable,” Gonzales said. “You expect city management to validate these hours that are being reported for projects.”

In response to the audit sent to SingerLewak on June 2, Assistant City Manager Jennifer Vasquez detailed steps the city has taken to increase city contractor oversight. In March, the City Council voted unanimously to adopt a “purchasing manual” that provides guidelines for city staff to follow when members purchase supplies, equipment and professional services like consultants.

The manual includes specific directions for staff to oversee billable work done by its consultants, Ybarra said.

Despite the fact that a draft of the audit was submitted to the city in February, the City Council voted 3-2, with Gonzalez and Mayor Pro Tem Gloria Olmos opposed, to maintain a list of five grant writing consultants that included Arroyo.

Mayor Luis Aguinaga, Councilman Hector Delgado and Councilwoman Angelica Garcia, who voted to approve the consultant list, did not respond to requests for comment.

Full article at Pasadena Star News, here.

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Best Places to Work in Orange County: 2016

July 28, 2016, 9:28 am
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SingerLewak named in OCBJ’s “Best Places to Work in Orange County 2016”

We are beyond excited to announce that SingerLewak’s OC office has been named a Best Places to Work in Orange County by the Orange County Business Journal.

Congratulations to all of our employees and a big congrats to our Orange County leadership and employees for making our OC office a great place to go to work.

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SingerLewak Announces Expansion Into Riverside

August 2, 2016, 11:12 am
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SingerLewak announces expansion into Riverside, CA with the combination of middle market accounting and consulting firm Ahern Adcock Devlin, LLP 

SingerLewak continues its growth into various regional areas of Southern California with the second announced combination in 1 year

Los Angeles, CA – August 2nd, 2016 – SingerLewak LLP, a full service accounting, tax and business consulting firm with strong national presence and a half-century history serving clients in various industry sectors, is pleased to announce it is entering into a combination agreement with Ahern Adcock Devlin, LLP, a middle market accounting firm based in Riverside, CA.  This combination will give SingerLewak presence in the Inland Empire serving Riverside, San Bernardino and surrounding areas.

“As we continue to find ways to augment our client service and talent acquisition, this combination brings together two accounting firms whose mission, values and commitment to superior client service are strongly aligned.  SingerLewak is always looking for ways to deliver value to our growing client base throughout the region and this combination strongly aligns with our mission to put our clients’ needs first and continuously find ways to better serve them and their growing businesses,” commented Jim Pitrat, Managing Partner, SingerLewak.

“We are equally excited about the expanded opportunities this combination will provide our clients and the professionals in our firm.  Combining our operations with the resources and entrepreneurial spirit of SingerLewak allows our firm to expand our services and depth of expertise on a local and global scale.  Ahern Adcock Devlin, LLP has a strong commitment to our clients, our profession and our community and we are proud to continue this legacy with SingerLewak.  Together, we are certain our mutual commitment to excellence will bring value-added resources to our clients,” commented Linda Devlin, Managing Partner, Ahern Adcock Devlin LLP.

Ahern Adcock Devlin, LLP will continue business as usual with its current staff and office location at 1650 Iowa Avenue Suite 200, Riverside, CA.  Ahern Adcock Devlin, LLP will become a division of SingerLewak, LLP effective immediately.

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For more information about SingerLewak, please visit www.singerlewak.com, email us at info@singerlewak.com or call (800) 754-4557.

 

 

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Keys to Entrepreneurial Success Roundtable – David Krajanowski Featured

August 24, 2016, 3:59 pm
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KEYS TO ENTREPRENEURIAL SUCCESS ROUNDTABLE  

Kraj

The Orange County Business Journal has asked some of the community’s top experts to share their insights on the keys to growing a successful business.  These leaders have touched upon topics essential to any entrepreneur, such as locating financing, growth through acquisitions, succession planning and exit strategies.

The full article can be found here.

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SingerLewak named an IPA 100 Firm by INSIDE Public Accounting

August 25, 2016, 3:00 pm
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SingerLewak Named an IPA 100 Firm by INSIDE Public Accounting 

2016_IPA-100_WEB

INSIDE Public Accounting has names SingerLewak LLP an IPA 100 Firm.

The full report can be found here.

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SingerLewak Welcomes New Audit Director, Kyle MacLeod

September 14, 2016, 4:06 pm
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A&A DIRECTOR  


Kyle MacLeod, Director, SingerLewak Assurance & Advisory

Kyle’s Background:

Kyle has more than 20 years of accounting and auditing experience in various industries. Kyle’s experience includes complex audit and accounting issues, inventory management, cost accounting, business combinations, financial planning, and strategic planning. Kyle also has several years of experience working in private industry where he successfully led the accounting department of a nationally known company through a period of transformation and rapid growth.

 

In addition to being a CPA, Kyle’s expertise in cost accounting is reflected in his status as a Certified Management Accountant (CMA) as well as a Chartered Global Management accountant (CGMA). He frequently spends time teaching colleagues and outside groups on technical topics as well as serving as a guest speaker at the university level.

Kyle’s expertise includes working with various companies in the manufacturing, distribution, technology, and service sectors, with a variety of capital structures including SEC registrants, closely held businesses, and venture capital backed enterprises.

Kyle is a member of American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned his Bachelor of Science in Accounting cum Laude from California State University Northridge.

Kyle is based in SingerLewak’s Silicon Valley office and can be reached at:
408.899.3935, or via email at: KMacLeod@SingerLewak.com

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SingerLewak’s David Finkelstein Appointed to AICPA’s Technical Issues Committee

September 16, 2016, 11:23 am
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DAVID FINKELSTEIN APPOINTED TO
AICPA’S TECHNICAL ISSUES COMMITTEE 

SingerLewak is pleased to have significant presence in the AICPA.  We are proud to announce that our role has recently expanded with the appointment of  David Finkelstein to the Technical Issues Committee (“TIC”), which is limited to 13 CPAs in the United States and advises the FASB, ASB, ARSC, and other standard setters on changes to accounting and assurance rules that impact
all companies and not-for-profit organizations.

This is a significant appointment for SingerLewak and a great benefit to our clients.  We are certain David will be making positive changes for the entire profession and he’ll be a great technical resource to our clients.  Additionally, we’d like to recognize and thank the following SingerLewak professionals who serve in various capacities at the AICPA as part of the Firm’s commitment to volunteering in the profession:

  • Mark Cook (Tax Practice & Procedures Committee – Chairman)
  • Jeremy Dillard (Governing Council, Accounting & Review Services Committee, NAAATS Steering Committee)
  • Bob Green (Information Management & Technology Assurance Executive Committee, CGMA Webcast Planning Taskforce)
  • Jim Pitrat (Major Firms Group)
  • Lewis Sharpstone (Governing Council)
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SingerLewak Welcomes New Partners, Larry Schwartz and Reg Byrd

October 11, 2016, 10:33 am
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SINGERLEWAK WELCOMES NEW PARTNERS, LARRY SCHWARTZ AND REG BYRD

reg-and-larry

SingerLewak is pleased to announce the addition of two new Partners to the firm, Larry Schwartz and Reg Byrd.
Larry and Reg lead the DCV Franchise Group, a recently added division of SingerLewak.  Read our full release here.
Larry Schwartz’s full bio can be found here.
Reg Byrd’s full bio can be found here.
Reg and Larry can be reached at 818-999-3924
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SingerLewak’s Anthony Byrd Featured in FastCasual.com Franchisee Article Series

October 11, 2016, 10:51 am
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ANTHONY BYRD FEATURED IN FASTCASUAL.COM FRANCHISEE ARTICLE SERIES

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Anthony Byrd, Executive Vice President of Financing Solutions for DCV Franchise Group, SingerLewak’s newest division, was recently featured in an article series at FastCasual.com, a portal for news on the fastest growing segment of the restaurant industry, Fast Casual dining. The article is part of a series intended to empower franchisees with knowledge on relevant financial issues.

The full article is available from FastCasual here.

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