Stellar Marketing Efforts / Thought Leadership

WS+B Voices!

  • Jarrod Rhen, Senior Manager, presented “Simplifying the World of Complex Financings” at the SEC Institute’s 10th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies in Las Vegas September 17th & 18th.
  • Ed Mendlowitz, Partner and Partners’ Network Founder, presented a program in September for NYSSCPA’s Accounting Review Services Committee on, “77 Value Added Low Cost Services When Performing a Review.”  Terrific!
  • Dave Dacey, Partner and ERISA Services Practice Leader, co-presented with Michael Prame of Groom Law Group on a webinar, “Party-in-Interest Transactions and Self-Dealing,” on September 24. Nice job!
  • MaryJane Cooper, Principal and member of the Litigation Support Services Team, participated on an ethics panel at the Law Review Symposium on October 1 held at the Seton Hall Law School.   The discussion title was, “Setting and Maintaining Your Legal Moral Compass,” and we were told MaryJane’s insights “really resonated with the students and attorneys in the audience.”  Excellent job, MaryJane!
  • Barry Horowitz, Partner and SALT Team Leader, and Alex Fishbane, Senior, appeared in the NYSSCPA’s October e-newsletter with their article, “Revised Nonresident Audit Guidelines.”
  • Rob Lightman, Principal and Business Development Executive, traveled to Croatia last week to present at the HLB International Business Conference on “Best Practices in Marketing and Business Development.”  Wow!
  • Tony Nitti, Partner and com tax columnist, was on the airwaves with Studio360 on October 8 with a program entitled, “The Artist vs. The IRS,” discussing the implications of the recent hobby loss case regarding accomplished artist, Susan Crile.  Good stuff!
  • Members of the Healthcare Services Group represented the firm very well at this past week’s NJ Healthcare Financial Management Association (HFMA) Annual Institute, with Michael Serluco, Partner, presenting “Proposed Revisions to NFP Healthcare Entity Financial Statements; ” Karen Henderson, Senior Manager, presenting “Healthcare Industry Tax Update 2014;” and Scott Mariani, Partner and Co-Practice Leader, moderating the closing CFO Panel Discussion.  Additionally, the chapter’s publication, Garden State Focus, was shared at the conference containing articles by Karen Henderson and Ryan Bixenman, Staff Level II, on “Department of Health Recommendations on Hospital Financial Transparency,” and Tony Panico, Partner and Team Leader of the firm’s Healthcare Reform Advisory Services, with an update on the “ACA Transitional Reinsurance Fee.”  Tremendous team effort!
  • By the way, Tony Panico co-presented a Healthcare Reform Update with Wells Fargo at the Molly Pitcher Inn in Red Bank on October 1 with over 80 clients and contacts in attendance who appreciated the information.  Terrific!
  • Kudos to Julia Van Saun, Supervisor, who was appointed as the NJSCPA Young CPA Council Chair for a two-year term.  Well done!
  • Finally, congratulations to our esteemed leader, Bill Hagaman, who learned today that he was listed as one of the “2014 MP Elite” honorees by Accounting Today.  This is the third annual edition of the list which highlights 10 outstanding accounting firm leaders from around the country.  Well deserved, Bill!

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