WTAS, LLC
Description
Andersen Tax LLC is a tax firm headquartered in San Francisco, California, United States. It provides tax, valuation, financial advisory and consulting services to individuals and corporate clients. Headquarters: San Francisco, CA Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Global Abogados, S.L.P., Type of business: Limited liability company
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WTAS, LLC Employees
Employee
Years
Job
Industry
Matthew Dianich Matthew Dianich's WTAS, LLC Experience February 2010 - Present
Job Director Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax February 2010 - Present
WTAS LLC February 2010 - Present
American Society of Appraisers NorCal Chapter 2012 - Present
Grant Thornton LLP July 2008 - February 2010
Grant Thornton LLP September 2006 - July 2008
MD Associates LLC April 2005 - September 2006
Skills
Valuation, Financial Reporting, Tax, Accounting, Finance, Analysis, Appraisals, Business Development, Fixed Assets, Business Valuation, Due Diligence, Income Tax, Tax Accounting, Mergers & Acquisitions, Management, Corporate Tax
Education
The University of Georgia 1997 — 2000
BA, English
Georgia State University 1995 — 1997
ASA ME207
University requisite
B.A, English
Andersen Tax February 2010 - Present
WTAS LLC February 2010 - Present
American Society of Appraisers NorCal Chapter 2012 - Present
Grant Thornton LLP July 2008 - February 2010
Grant Thornton LLP September 2006 - July 2008
MD Associates LLC April 2005 - September 2006
Skills
Valuation, Financial Reporting, Tax, Accounting, Finance, Analysis, Appraisals, Business Development, Fixed Assets, Business Valuation, Due Diligence, Income Tax, Tax Accounting, Mergers & Acquisitions, Management, Corporate Tax
Education
The University of Georgia 1997 — 2000
BA, English
Georgia State University 1995 — 1997
ASA ME207
University requisite
B.A, English
Timothy Montgomery, CFA Timothy Montgomery, CFA's WTAS, LLC Experience April 2013 - December 2014
Job Finance | Strategy | Valuation
Industry Management Consulting
Experience
Sonic Payments February 2015 - Present
BLUEMONT LLC January 2015 - Present
WTAS, LLC April 2013 - December 2014
Shareholder InSite, LLC September 2009 - April 2013
Duff & Phelps August 2007 - August 2009
Deloitte Financial Advisory Services March 2006 - July 2007
Bank of America November 2003 - March 2006
Prudential Securities November 2002 - May 2003
Luminant Worldwide February 2000 - May 2001
NASD April 1999 - February 2000
Skills
Financial Modeling, Valuation, FAS 157, Venture Capital, Private Equity, 409A, Financial Statement..., Business Strategy, Option Pricing Models, Start-up Consulting, Mergers & Acquisitions, Business Valuation, Financial Accounting, Auditing, Strategy, Equities, Portfolio Management, Analysis, Finance, DCF
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Finance, Consulting & Entrepreneurship
University of Alabama 1993 — 1996
BBA, Finance
Sonic Payments February 2015 - Present
BLUEMONT LLC January 2015 - Present
WTAS, LLC April 2013 - December 2014
Shareholder InSite, LLC September 2009 - April 2013
Duff & Phelps August 2007 - August 2009
Deloitte Financial Advisory Services March 2006 - July 2007
Bank of America November 2003 - March 2006
Prudential Securities November 2002 - May 2003
Luminant Worldwide February 2000 - May 2001
NASD April 1999 - February 2000
Skills
Financial Modeling, Valuation, FAS 157, Venture Capital, Private Equity, 409A, Financial Statement..., Business Strategy, Option Pricing Models, Start-up Consulting, Mergers & Acquisitions, Business Valuation, Financial Accounting, Auditing, Strategy, Equities, Portfolio Management, Analysis, Finance, DCF
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Finance, Consulting & Entrepreneurship
University of Alabama 1993 — 1996
BBA, Finance
Kurt Brune Kurt Brune's WTAS, LLC Experience July 2002 - August 2014
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax LLC September 2014 - Present
WTAS LLC July 2002 - August 2014
Andersen March 1995 - July 2002
PwC December 1987 - March 1995
Skills
Tax Advisory, Tax, Tax Research, Corporate Tax, Income Tax, International Tax
Education
University of Washington 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
California State University-Chico 1978 — 1980
Bachelor of Science (BS), Finance
Andersen Tax LLC September 2014 - Present
WTAS LLC July 2002 - August 2014
Andersen March 1995 - July 2002
PwC December 1987 - March 1995
Skills
Tax Advisory, Tax, Tax Research, Corporate Tax, Income Tax, International Tax
Education
University of Washington 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
California State University-Chico 1978 — 1980
Bachelor of Science (BS), Finance
JC Santos, JD JC Santos, JD's WTAS, LLC Experience 2009 - 2011
Job Tax Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP March 2014 - Present
Moss Adams LLP January 2012 - March 2014
WTAS, LLC 2009 - 2011
Skills
Tax, High Net Worth..., Employee Stock Options, Trusts, Private Foundations, Tax Research, Income Tax, Partnership Taxation, Estate Tax Planning, Tax Accounting, LLC, Corporate Tax, Tax Returns, International Tax, Tax Law
Education
Santa Clara University School of Law 2004 — 2008
Doctor of Law (J.D.), Law
Loyola Marymount University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business and Psychology
St. Ignatius College Preparatory 1994 — 1998
High School Diploma
BDO USA, LLP March 2014 - Present
Moss Adams LLP January 2012 - March 2014
WTAS, LLC 2009 - 2011
Skills
Tax, High Net Worth..., Employee Stock Options, Trusts, Private Foundations, Tax Research, Income Tax, Partnership Taxation, Estate Tax Planning, Tax Accounting, LLC, Corporate Tax, Tax Returns, International Tax, Tax Law
Education
Santa Clara University School of Law 2004 — 2008
Doctor of Law (J.D.), Law
Loyola Marymount University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business and Psychology
St. Ignatius College Preparatory 1994 — 1998
High School Diploma
Daniel Xavier Bley Daniel Xavier Bley's WTAS, LLC Experience December 2011 - July 2012
Job Network Administrator
Industry Information Technology and Services
Experience
Data-Serv Technolgies July 2014 - Present
Whiteboard IT Solutions, LLC February 2014 - June 2014
Diebold January 2013 - 2013
WTAS LLC December 2011 - July 2012
DuPont August 2011 - December 2011
Buffalo Board of Education April 2011 - August 2011
Skills
MS Word, Access, Excel,..., Adobe Acrobat, Symantec Norton..., Remote desktop, Citrix,..., Internet Explorer,..., ; LAN/WAN Networks,..., Telecommunications;..., Operating Systems, Software Installation, Outlook, Laptops, Microsoft Office, Networking, Microsoft Excel, PowerPoint, Telecommunications, Computer Repair, Computer Hardware, Technical Support, Customer Service, Human Resources, System Administration, Remote Desktop, Active Directory, Switches, Windows Server, Network Administration, Citrix, Information Technology, Firewalls, Routers, Process Improvement, Lotus Notes, Training, Network Engineering, Consulting
Education
ITT Technical Institute-Getzville 2004 — 2007
associates degree, Computer Networking Systems
Riverside Institute of Technology 1999 — 2003
HS Diploma, Business Administration and Management, General
Data-Serv Technolgies July 2014 - Present
Whiteboard IT Solutions, LLC February 2014 - June 2014
Diebold January 2013 - 2013
WTAS LLC December 2011 - July 2012
DuPont August 2011 - December 2011
Buffalo Board of Education April 2011 - August 2011
Skills
MS Word, Access, Excel,..., Adobe Acrobat, Symantec Norton..., Remote desktop, Citrix,..., Internet Explorer,..., ; LAN/WAN Networks,..., Telecommunications;..., Operating Systems, Software Installation, Outlook, Laptops, Microsoft Office, Networking, Microsoft Excel, PowerPoint, Telecommunications, Computer Repair, Computer Hardware, Technical Support, Customer Service, Human Resources, System Administration, Remote Desktop, Active Directory, Switches, Windows Server, Network Administration, Citrix, Information Technology, Firewalls, Routers, Process Improvement, Lotus Notes, Training, Network Engineering, Consulting
Education
ITT Technical Institute-Getzville 2004 — 2007
associates degree, Computer Networking Systems
Riverside Institute of Technology 1999 — 2003
HS Diploma, Business Administration and Management, General
Troy Siegfried Troy Siegfried's WTAS, LLC Experience March 2005 - December 2009
Job Transfer Pricing at FMC Corporation
Industry Chemicals
Experience
FMC Corporation May 2014 - Present
Crowe Horwath LLP July 2012 - May 2014
Pfizer January 2010 - July 2012
WTAS LLC March 2005 - December 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Accounting, Portfolio Management, Corporate Finance, Microsoft Excel, Leadership, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Strategic Planning, Investments, Research, Business Valuation, Analysis, Data Analysis, Finance, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance
FMC Corporation May 2014 - Present
Crowe Horwath LLP July 2012 - May 2014
Pfizer January 2010 - July 2012
WTAS LLC March 2005 - December 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Accounting, Portfolio Management, Corporate Finance, Microsoft Excel, Leadership, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Strategic Planning, Investments, Research, Business Valuation, Analysis, Data Analysis, Finance, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance
Stefanie Da Costa Stefanie Da Costa's WTAS, LLC Experience February 2009 - March 2012
Job Attorney & Wealth Strategist (Tax, Trusts & Estates)
Industry Financial Services
Experience
Sax BST LLP June 2015 - Present
Imowitz Koenig & Co., LLP March 2012 - Present
WTAS, LLC February 2009 - March 2012
Levine DeSantis, LLC 2007 - 2009
Sills Cummis & Gross P.C. 2004 - 2006
Gennet, Kallmann, Antin & Robinson 2003 - 2004
Skills
Trusts, Trust Analysis, High Net Worth..., Estate Tax Planning, Inheritance Tax Planning, Tax, Tax Research, Tax Advisory, Wills, Estate Law, Wealth Management..., Wealth, Mediation, Income Tax, Estate Planning
Education
Seton Hall University School of Law 2000 — 2003
Juris Doctor
The Ohio State University 1992 — 1997
BA, Political Science
Sax BST LLP June 2015 - Present
Imowitz Koenig & Co., LLP March 2012 - Present
WTAS, LLC February 2009 - March 2012
Levine DeSantis, LLC 2007 - 2009
Sills Cummis & Gross P.C. 2004 - 2006
Gennet, Kallmann, Antin & Robinson 2003 - 2004
Skills
Trusts, Trust Analysis, High Net Worth..., Estate Tax Planning, Inheritance Tax Planning, Tax, Tax Research, Tax Advisory, Wills, Estate Law, Wealth Management..., Wealth, Mediation, Income Tax, Estate Planning
Education
Seton Hall University School of Law 2000 — 2003
Juris Doctor
The Ohio State University 1992 — 1997
BA, Political Science
Dora DeLellis Dora DeLellis's WTAS, LLC Experience October 2006 - April 2008
Job Manager at Internal Revenue Service
Industry Accounting
Experience
Southern New Hampshire University January 2014 - Present
Internal Revenue Service June 2010 - Present
LIU Post February 2010 - December 2013
Royal Bank of Scotland February 2009 - January 2010
Deloitte & Touche LLP April 2008 - December 2008
WTAS LLC October 2006 - April 2008
Bear, Stearns & Co., Inc November 2002 - October 2006
Deloitte & Touche, LLP April 2000 - October 2002
Loews Corporation March 1996 - April 2000
Bear, Stearns & Co., Inc September 1988 - February 1996
Skills
Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Returns, Account Reconciliation, Accounting, Tax Research, CPA, International Tax, Tax Law, Tax Preparation, Investments, Budgets, Tax Accounting
Education
Baruch College 1997 — 2000
MS, Taxation
Adelphi University 1983 — 1985
BS, Accounting
State University of NY at Farmingdale 1981 — 1983
AS, Business Administration
Southern New Hampshire University January 2014 - Present
Internal Revenue Service June 2010 - Present
LIU Post February 2010 - December 2013
Royal Bank of Scotland February 2009 - January 2010
Deloitte & Touche LLP April 2008 - December 2008
WTAS LLC October 2006 - April 2008
Bear, Stearns & Co., Inc November 2002 - October 2006
Deloitte & Touche, LLP April 2000 - October 2002
Loews Corporation March 1996 - April 2000
Bear, Stearns & Co., Inc September 1988 - February 1996
Skills
Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Returns, Account Reconciliation, Accounting, Tax Research, CPA, International Tax, Tax Law, Tax Preparation, Investments, Budgets, Tax Accounting
Education
Baruch College 1997 — 2000
MS, Taxation
Adelphi University 1983 — 1985
BS, Accounting
State University of NY at Farmingdale 1981 — 1983
AS, Business Administration
Jon Cesaretti Jon Cesaretti's WTAS, LLC Experience September 2007 - April 2011
Job at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP April 2011 - Present
Loyola University Chicago School of Law 2002 - Present
WTAS LLC September 2007 - April 2011
KPMG August 2004 - August 2007
Deloitte Tax LLP 2002 - 2004
Pedersen & Houpt 2000 - 2002
KPMG 1997 - 2000
Skills
Mergers, Tax Law, Tax, Tax Compliance, Due Diligence, State and Local Tax, Negotiated Incentives, Flow-Through Entity..., State Tax, Corporate Tax, Income Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Auditing, Tax Advisory, Tax Research, Corporate Governance, Tax Accounting, Tax Preparation, CPA, US GAAP, Partnership Taxation, Business Valuation
Education
DePaul University College of Law 2000 — 2004
LL.M, Taxation
Loyola University Chicago School of Law 1994 — 1997
JD
Columbia University in the City of New York 1989 — 1993
BA, History
Crowe Horwath LLP April 2011 - Present
Loyola University Chicago School of Law 2002 - Present
WTAS LLC September 2007 - April 2011
KPMG August 2004 - August 2007
Deloitte Tax LLP 2002 - 2004
Pedersen & Houpt 2000 - 2002
KPMG 1997 - 2000
Skills
Mergers, Tax Law, Tax, Tax Compliance, Due Diligence, State and Local Tax, Negotiated Incentives, Flow-Through Entity..., State Tax, Corporate Tax, Income Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Accounting, Auditing, Tax Advisory, Tax Research, Corporate Governance, Tax Accounting, Tax Preparation, CPA, US GAAP, Partnership Taxation, Business Valuation
Education
DePaul University College of Law 2000 — 2004
LL.M, Taxation
Loyola University Chicago School of Law 1994 — 1997
JD
Columbia University in the City of New York 1989 — 1993
BA, History
Chrissy Koumbourlis Chrissy Koumbourlis's WTAS, LLC Experience August 2007 - August 2011
Job Manager at Andersen Tax
Industry Law Practice
Experience
Ernst & Young June 2012 - February 2014
US Bankruptcy Court August 2011 - July 2012
WTAS LLC August 2007 - August 2011
Mona Zessimopoulos, P.C. February 2000 - April 2007
Education
St. John's University School of Law 2004 — 2007
JD, Law
Fordham University 2000 — 2004
BA, Economics
Ernst & Young June 2012 - February 2014
US Bankruptcy Court August 2011 - July 2012
WTAS LLC August 2007 - August 2011
Mona Zessimopoulos, P.C. February 2000 - April 2007
Education
St. John's University School of Law 2004 — 2007
JD, Law
Fordham University 2000 — 2004
BA, Economics
Joseph J. Sollazzo Joseph J. Sollazzo's WTAS, LLC Experience July 2009 - June 2011
Job Real Estate Economist at CoStar Portfolio Strategy
Industry Real Estate
Experience
CoStar Portfolio Strategy June 2013 - Present
American Continental Group August 2012 - December 2012
The Urban Institute June 2012 - August 2012
Cornell University August 2011 - July 2012
WTAS, LLC July 2009 - June 2011
Office of Senator John F. Kerry August 2008 - December 2008
Aramark Corporation May 2008 - August 2008
Cambridge City Council May 2008 - August 2008
Skills
Stata: Data Analysis &..., Argus Real Estate..., ArcMap: Geographic..., Microsoft Office, Quantitative and..., Public Policy, Policy Analysis, Financial Modeling
Education
Cornell University 2011 — 2013
M.R.P, City and Regional Planning
Boston College 2005 — 2009
B.A., Economics
CoStar Portfolio Strategy June 2013 - Present
American Continental Group August 2012 - December 2012
The Urban Institute June 2012 - August 2012
Cornell University August 2011 - July 2012
WTAS, LLC July 2009 - June 2011
Office of Senator John F. Kerry August 2008 - December 2008
Aramark Corporation May 2008 - August 2008
Cambridge City Council May 2008 - August 2008
Skills
Stata: Data Analysis &..., Argus Real Estate..., ArcMap: Geographic..., Microsoft Office, Quantitative and..., Public Policy, Policy Analysis, Financial Modeling
Education
Cornell University 2011 — 2013
M.R.P, City and Regional Planning
Boston College 2005 — 2009
B.A., Economics
Katherine Szem Katherine Szem's WTAS, LLC Experience 2002 - 2004
Job Private Professional Fiduciary at Matrix Fiduciary Services
Industry Financial Services
Experience
Matrix Fiduciary Services November 2010 - Present
Intellimed Surgical Solutions 2003 - 2011
WTAS LLC 2002 - 2004
Andersen, LLP 1996 - 2002
Arthur Andersen 1979 - 2002
Skills
Tax Research, Tax, Estate Tax Planning, Tax Accounting, Corporate Tax, International Tax, Trusts, Tax Law, Estate Administration, Income Tax, Partnership Taxation, Tax Advisory, CPA, Financial Planners, Strategic Financial..., High Net Worth..., Business Valuation, SEC filings, Tax Preparation, S Corporations, Property Tax, Forensic Accounting, Estate Planning
Education
Seton Hall University 1985 — 1986
Master of Science Taxation; Bachelor of Arts; Bachelor of Fine Arts Musical, Business Administration Accounting; Theater
Seton Hall University 1983 — 1985
MS Taxation, Taxation
San Francisco State University, College of Business 1977 — 1979
BA, Accounting
Alliant International University-San Diego Scripps Ranch 1970 — 1974
BFA, Musical Theater
Rosary High School 1965 — 1970
Matrix Fiduciary Services November 2010 - Present
Intellimed Surgical Solutions 2003 - 2011
WTAS LLC 2002 - 2004
Andersen, LLP 1996 - 2002
Arthur Andersen 1979 - 2002
Skills
Tax Research, Tax, Estate Tax Planning, Tax Accounting, Corporate Tax, International Tax, Trusts, Tax Law, Estate Administration, Income Tax, Partnership Taxation, Tax Advisory, CPA, Financial Planners, Strategic Financial..., High Net Worth..., Business Valuation, SEC filings, Tax Preparation, S Corporations, Property Tax, Forensic Accounting, Estate Planning
Education
Seton Hall University 1985 — 1986
Master of Science Taxation; Bachelor of Arts; Bachelor of Fine Arts Musical, Business Administration Accounting; Theater
Seton Hall University 1983 — 1985
MS Taxation, Taxation
San Francisco State University, College of Business 1977 — 1979
BA, Accounting
Alliant International University-San Diego Scripps Ranch 1970 — 1974
BFA, Musical Theater
Rosary High School 1965 — 1970
Tarek Mirshak Tarek Mirshak's WTAS, LLC Experience January 2006 - May 2009
Job Sales and Leasing Consultant at Herb Chambers Lexus of Hingham
Industry Automotive
Experience
Herb Chambers Lexus of Hingham April 2014 - Present
Addicted To Time LLC January 2009 - April 2014
Gray, Gray and Gray LLP January 2011 - April 2011
WTAS LLC January 2006 - May 2009
Deloitte & Touche LLP January 2001 - January 2003
Skills
Sales, Customer Service, Accounting, Tax Preparation, Sales Management, Negotiation, Tax Returns, Tax, Financial Statements, Income Tax, Financial Reporting, Tax Law, Tax Research, Partnership Taxation, S Corporations, Corporate Tax, QuickBooks, Financial Accounting, High Net Worth..., Mergers & Acquisitions, GAAP, Auditing, ProSystem fx Tax, Tax Accounting, US Tax, Sales Tax, Property Tax, International Tax, Tax Advisory, IRS, Watches, Business Valuation, Trusts, Estate Planning, Strategic Financial..., CPA, Journal Entries, Accruals, Automotive
Education
Suffolk University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.76
Suffolk University 2003 — 2005
Master of Science in Taxation, Taxation, 3.76
Curry College 1997 — 2000
Bachelor of Arts (B.A.), Business Management with concentration in Accounting, 3.54
Herb Chambers Lexus of Hingham April 2014 - Present
Addicted To Time LLC January 2009 - April 2014
Gray, Gray and Gray LLP January 2011 - April 2011
WTAS LLC January 2006 - May 2009
Deloitte & Touche LLP January 2001 - January 2003
Skills
Sales, Customer Service, Accounting, Tax Preparation, Sales Management, Negotiation, Tax Returns, Tax, Financial Statements, Income Tax, Financial Reporting, Tax Law, Tax Research, Partnership Taxation, S Corporations, Corporate Tax, QuickBooks, Financial Accounting, High Net Worth..., Mergers & Acquisitions, GAAP, Auditing, ProSystem fx Tax, Tax Accounting, US Tax, Sales Tax, Property Tax, International Tax, Tax Advisory, IRS, Watches, Business Valuation, Trusts, Estate Planning, Strategic Financial..., CPA, Journal Entries, Accruals, Automotive
Education
Suffolk University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.76
Suffolk University 2003 — 2005
Master of Science in Taxation, Taxation, 3.76
Curry College 1997 — 2000
Bachelor of Arts (B.A.), Business Management with concentration in Accounting, 3.54
Joe Karczewski's WTAS, LLC Experience February 2006 - Present
Job Managing Director at WTAS LLC
Industry Financial Services
Experience
WTAS LLC February 2006 - Present
KPMG LLP September 2003 - January 2006
Lake Capital LLC June 2002 - August 2003
Arthur Andersen 1983 - May 2002
Skills
Tax Advisory, Mergers & Acquisitions, Corporate Tax Planning, Tax, Equities, Financial Structuring, Financial Planners, Mergers, Corporate Tax, Leadership, LLC, Private Equity, Management, Due Diligence, Financial Analysis, S Corporations, Accounting, Tax Accounting, Tax Research, Auditing, Sarbanes-Oxley Act, High Net Worth..., Tax Law
Education
DePaul University College of Law 1980 — 1983
JD
Loyola University of Chicago 1976 — 1980
BBA Public Accounting, Accounting
WTAS LLC February 2006 - Present
KPMG LLP September 2003 - January 2006
Lake Capital LLC June 2002 - August 2003
Arthur Andersen 1983 - May 2002
Skills
Tax Advisory, Mergers & Acquisitions, Corporate Tax Planning, Tax, Equities, Financial Structuring, Financial Planners, Mergers, Corporate Tax, Leadership, LLC, Private Equity, Management, Due Diligence, Financial Analysis, S Corporations, Accounting, Tax Accounting, Tax Research, Auditing, Sarbanes-Oxley Act, High Net Worth..., Tax Law
Education
DePaul University College of Law 1980 — 1983
JD
Loyola University of Chicago 1976 — 1980
BBA Public Accounting, Accounting
Marna Proscia, CPA, SPHR Marna Proscia, CPA, SPHR's WTAS, LLC Experience July 2002 - February 2013
Job Tax Manager at Spielman Koenigsberg & Parker, LLP
Industry Accounting
Experience
Spielman Koenigsberg & Parker, LLP February 2013 - Present
WTAS LLC July 2002 - February 2013
Arthur Andersen 1996 - 2002
Skills
Accounting, Tax, Performance Management, Quickbooks, Employee Relations, Tax Compliance, Talent Management, HRIS
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1996
BBA, Public Accounting
Pace University-HR program
Spielman Koenigsberg & Parker, LLP February 2013 - Present
WTAS LLC July 2002 - February 2013
Arthur Andersen 1996 - 2002
Skills
Accounting, Tax, Performance Management, Quickbooks, Employee Relations, Tax Compliance, Talent Management, HRIS
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1996
BBA, Public Accounting
Pace University-HR program
Karen Henning, CPA, MS Tax's WTAS, LLC Experience June 2007 - August 2008
Job
Industry Financial Services
Experience
Silverline Consulting, Inc. October 1999 - Present
WTAS LLC June 2007 - August 2008
RD Merrill Company August 2004 - February 2006
Plum Creek Timber Co. July 2002 - August 2004
Clark Nuber (Public Accounting) November 1995 - November 1999
Education
California State University, Fresno
BA, Accounting & Business Administration
Golden Gate University, MS in Tax
Masters, Tax Law
Silverline Consulting, Inc. October 1999 - Present
WTAS LLC June 2007 - August 2008
RD Merrill Company August 2004 - February 2006
Plum Creek Timber Co. July 2002 - August 2004
Clark Nuber (Public Accounting) November 1995 - November 1999
Education
California State University, Fresno
BA, Accounting & Business Administration
Golden Gate University, MS in Tax
Masters, Tax Law
Tim Croushore Tim Croushore's WTAS, LLC Experience August 2008 - March 2011
Job Director, Valuation Services at Moss Adams LLP
Industry Management Consulting
Experience
Moss Adams LLP October 2012 - Present
Marshall & Stevens April 2011 - October 2012
WTAS, LLC August 2008 - March 2011
Mesirow Financial November 2007 - September 2008
Navigant Consulting October 2004 - November 2007
Deloitte 1993 - 2004
Ernst & Young 1992 - 1993
Coopers & Lybrand 1989 - 1992
Resource Valuation Group 1987 - 1989
American Appraisal Associates 1985 - 1986
Skills
Restaurants, Valuation, Business Valuation, Private Equity, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Reporting, Restructuring, Forensic Accounting, Business Strategy, Alternative Investments, Litigation Support, Strategic Financial...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Economics
Moss Adams LLP October 2012 - Present
Marshall & Stevens April 2011 - October 2012
WTAS, LLC August 2008 - March 2011
Mesirow Financial November 2007 - September 2008
Navigant Consulting October 2004 - November 2007
Deloitte 1993 - 2004
Ernst & Young 1992 - 1993
Coopers & Lybrand 1989 - 1992
Resource Valuation Group 1987 - 1989
American Appraisal Associates 1985 - 1986
Skills
Restaurants, Valuation, Business Valuation, Private Equity, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Financial Reporting, Restructuring, Forensic Accounting, Business Strategy, Alternative Investments, Litigation Support, Strategic Financial...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Economics
Rick Wyman's WTAS, LLC Experience January 2014 - August 2014
Job Managing Director COO at Andersen Tax
Industry Management Consulting
Experience
Andersen Tax September 2014 - Present
WTAS LLC January 2014 - August 2014
Executives In Action January 2013 - December 2013
Huron Consulting Group November 2011 - December 2012
Hitachi Consulting October 2007 - October 2011
The Harbour Group January 2004 - September 2007
Electronic Data Systems January 2003 - December 2003
Capgemini Consulting June 2000 - December 2002
Ernst & Young May 1997 - May 2000
Accenture January 1991 - April 1997
Skills
Management Consulting, Acquisition Integration, Business Transformation, Change Management, Process Improvement, Business Analysis, Strategic Planning, Business Process..., IT Strategy, Program Management, Mergers, Outsourcing, Project Management, Leadership, Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Risk Management, Governance, Human Resources, Business Process..., Consulting, Finance
Education
The University of Texas at Austin
MBA/BBA, Finance/Accounting
Andersen Tax September 2014 - Present
WTAS LLC January 2014 - August 2014
Executives In Action January 2013 - December 2013
Huron Consulting Group November 2011 - December 2012
Hitachi Consulting October 2007 - October 2011
The Harbour Group January 2004 - September 2007
Electronic Data Systems January 2003 - December 2003
Capgemini Consulting June 2000 - December 2002
Ernst & Young May 1997 - May 2000
Accenture January 1991 - April 1997
Skills
Management Consulting, Acquisition Integration, Business Transformation, Change Management, Process Improvement, Business Analysis, Strategic Planning, Business Process..., IT Strategy, Program Management, Mergers, Outsourcing, Project Management, Leadership, Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Risk Management, Governance, Human Resources, Business Process..., Consulting, Finance
Education
The University of Texas at Austin
MBA/BBA, Finance/Accounting
Alex Pepler Alex Pepler's WTAS, LLC Experience September 2013 - November 2013
Job Administrative Assistant at Soundview Millworks
Industry Legal Services
Experience
Wofsey, Rosen, Kweskin & Kuriansky, LLP December 2013 - September 2014
Green Initiative for Vegetables in Education (G.I.V.E.) April 2011 - December 2013
WTAS LLC September 2013 - November 2013
G.E. Capital Americas November 2011 - November 2012
Sheffield Ridge Condominium Association January 2007 - October 2012
Finn Dixon & Herling LLP March 1991 - February 2009
Ford Consumer Finance Company January 1988 - January 1991
Skills
Legal Writing, Litigation, Corporate Law, Leadership, Press Releases, Civil Litigation, Westlaw, Legal Research, Courts, Commercial Litigation, Public Speaking, Process Improvement, Arbitration, Research, Employment Law, Microsoft Word, Licensing, Contract Negotiation, Marketing, Legal Assistance, Writing, Copy Editing, Proofreading, Corporate Website..., Outlook, Bankruptcy, Administrative..., Litigation Support
Education
Mount Holyoke College
B.A., Theatre Arts; English
Wofsey, Rosen, Kweskin & Kuriansky, LLP December 2013 - September 2014
Green Initiative for Vegetables in Education (G.I.V.E.) April 2011 - December 2013
WTAS LLC September 2013 - November 2013
G.E. Capital Americas November 2011 - November 2012
Sheffield Ridge Condominium Association January 2007 - October 2012
Finn Dixon & Herling LLP March 1991 - February 2009
Ford Consumer Finance Company January 1988 - January 1991
Skills
Legal Writing, Litigation, Corporate Law, Leadership, Press Releases, Civil Litigation, Westlaw, Legal Research, Courts, Commercial Litigation, Public Speaking, Process Improvement, Arbitration, Research, Employment Law, Microsoft Word, Licensing, Contract Negotiation, Marketing, Legal Assistance, Writing, Copy Editing, Proofreading, Corporate Website..., Outlook, Bankruptcy, Administrative..., Litigation Support
Education
Mount Holyoke College
B.A., Theatre Arts; English
Carmelita Campbell Carmelita Campbell's WTAS, LLC Experience November 2007 - November 2013
Job Business Unit Administrator at Northern Trust Asset Management
Industry Accounting
Experience
Northern Trust Asset Management July 2014 - Present
WTAS LLC November 2007 - November 2013
Mayer Brown LLP November 2006 - November 2007
Acosta & Skawski November 2003 - November 2006
Ondeo Nalco Company May 2002 - October 2003
Legal Assistant January 1998 - February 2002
American Drug Stores June 1995 - January 1998
Family Law September 1993 - June 1995
Vegetarian Health, Inc June 1980 - August 1993
Skills
Legal Writing, Corporate Law, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Wordperfect, Legal Assistance, Litigation Support, Litigation, Civil Litigation, Legal Research, Westlaw, Microsoft Word
Education
University of Phoenix 2005 — 2007
MBA, Businss Administration
Northwestern Business College
Associates Degree, Paralegal Cert
Northwood University
Bachelors Degree, Business
University of Phoenix
MBA Degree, Business
Northern Trust Asset Management July 2014 - Present
WTAS LLC November 2007 - November 2013
Mayer Brown LLP November 2006 - November 2007
Acosta & Skawski November 2003 - November 2006
Ondeo Nalco Company May 2002 - October 2003
Legal Assistant January 1998 - February 2002
American Drug Stores June 1995 - January 1998
Family Law September 1993 - June 1995
Vegetarian Health, Inc June 1980 - August 1993
Skills
Legal Writing, Corporate Law, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Wordperfect, Legal Assistance, Litigation Support, Litigation, Civil Litigation, Legal Research, Westlaw, Microsoft Word
Education
University of Phoenix 2005 — 2007
MBA, Businss Administration
Northwestern Business College
Associates Degree, Paralegal Cert
Northwood University
Bachelors Degree, Business
University of Phoenix
MBA Degree, Business
Jonathan Spencer's WTAS, LLC Experience June 2007 - September 2008
Job Video Producer at Liberty Mutual Insurance
Industry Broadcast Media
Experience
Liberty Mutual Insurance May 2013 - Present
Regan Communications May 2010 - May 2013
Bentley University July 2009 - June 2010
29 Newbury Resturant September 2008 - September 2009
WTAS, LLC June 2007 - September 2008
Kiss 108 Radio Station January 2007 - May 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Boston Celtics October 2005 - February 2006
Skills
Video, Final Cut Pro, Final Cut Studio, Soundtrack Pro, Adobe Creative Suite, Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Media Relations, Video Production, Blogging, SEO, Marketing, Editing, Social Networking, Public Relations, Television, Film, Management, Press Releases, Event Planning, Corporate Communications, New Media, Facebook, Email Marketing, Video Editing, Publicity, Digital Media, Digital Marketing, Marketing Communications, Content Strategy, Advertising, Writing, Marketing Strategy, Event Management
Education
Emerson College 2009 — 2011
M.S, Communication Management
Bentley University 2003 — 2007
B.S, Corporate Finance and Accounting; Information Technology/ Computer Systems, Financial Accounting
Liberty Mutual Insurance May 2013 - Present
Regan Communications May 2010 - May 2013
Bentley University July 2009 - June 2010
29 Newbury Resturant September 2008 - September 2009
WTAS, LLC June 2007 - September 2008
Kiss 108 Radio Station January 2007 - May 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Boston Celtics October 2005 - February 2006
Skills
Video, Final Cut Pro, Final Cut Studio, Soundtrack Pro, Adobe Creative Suite, Photography, Photoshop, Digital Photography, Social Media Marketing, Social Media, Media Relations, Video Production, Blogging, SEO, Marketing, Editing, Social Networking, Public Relations, Television, Film, Management, Press Releases, Event Planning, Corporate Communications, New Media, Facebook, Email Marketing, Video Editing, Publicity, Digital Media, Digital Marketing, Marketing Communications, Content Strategy, Advertising, Writing, Marketing Strategy, Event Management
Education
Emerson College 2009 — 2011
M.S, Communication Management
Bentley University 2003 — 2007
B.S, Corporate Finance and Accounting; Information Technology/ Computer Systems, Financial Accounting
Kevin Whittingham, CPA Kevin Whittingham, CPA's WTAS, LLC Experience June 2006 - November 2008
Job Tax Director at SunCoke Energy, Inc.
Industry Accounting
Experience
SunCoke Energy, Inc. July 2015 - Present
SunCoke Energy April 2014 - June 2015
SunCoke Energy September 2012 - April 2014
SunCoke Energy, Inc. July 2011 - September 2012
Mulcahy, Pauritsch, Salvador & Co., Ltd. December 2008 - July 2011
WTAS LLC June 2006 - November 2008
Harris Bank - Private Client Group August 2005 - June 2006
Harris Bank April 2004 - August 2005
Skills
Financial Reporting, Auditing, CPA, Tax, Mergers & Acquisitions, Income Tax
Education
DePaul University 2008 — 2012
Master’s Degree, MST, Taxation
DePaul University 2004 — 2006
Certificate of Accounting Studies, Accounting
University of Illinois at Urbana-Champaign 1999 — 2003
B.A., Finance
SunCoke Energy, Inc. July 2015 - Present
SunCoke Energy April 2014 - June 2015
SunCoke Energy September 2012 - April 2014
SunCoke Energy, Inc. July 2011 - September 2012
Mulcahy, Pauritsch, Salvador & Co., Ltd. December 2008 - July 2011
WTAS LLC June 2006 - November 2008
Harris Bank - Private Client Group August 2005 - June 2006
Harris Bank April 2004 - August 2005
Skills
Financial Reporting, Auditing, CPA, Tax, Mergers & Acquisitions, Income Tax
Education
DePaul University 2008 — 2012
Master’s Degree, MST, Taxation
DePaul University 2004 — 2006
Certificate of Accounting Studies, Accounting
University of Illinois at Urbana-Champaign 1999 — 2003
B.A., Finance
Harrison Solomon's WTAS, LLC Experience January 2013 - April 2013
Job Student at Northeastern University
Industry Financial Services
Experience
Credit Suisse January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
WTAS, LLC January 2013 - April 2013
Skills
Financial Analysis, Access, Bloomberg, Valuation, SQL, VBA, Microsoft Excel, Matlab, Financial Modeling, Risk Management, Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
The London School of Economics and Political Science (LSE)
Study Abroad
Credit Suisse January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
WTAS, LLC January 2013 - April 2013
Skills
Financial Analysis, Access, Bloomberg, Valuation, SQL, VBA, Microsoft Excel, Matlab, Financial Modeling, Risk Management, Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
The London School of Economics and Political Science (LSE)
Study Abroad
Jeni Yoo Jeni Yoo's WTAS, LLC Experience July 2005 - July 2013
Job Tax Manager at Vallejo Investments, Inc.
Industry Accounting
Experience
Vallejo Investments, Inc. July 2013 - Present
WTAS LLC July 2005 - July 2013
Skills
Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Advisory, Financial Reporting, CPA
Education
University of Southern California 2004 — 2005
MBT, Master of Business Taxation
University of California, Riverside 2000 — 2004
BS, Business, Accounting
Vallejo Investments, Inc. July 2013 - Present
WTAS LLC July 2005 - July 2013
Skills
Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Advisory, Financial Reporting, CPA
Education
University of Southern California 2004 — 2005
MBT, Master of Business Taxation
University of California, Riverside 2000 — 2004
BS, Business, Accounting
Kurtis Handa Kurtis Handa's WTAS, LLC Experience September 2004 - September 2014
Job Managing Director, Valuation Services at Andersen Tax (formerly WTAS LLC)
Industry Financial Services
Experience
Andersen Tax (formerly WTAS) September 2014 - Present
WTAS LLC September 2004 - September 2014
Huron Consulting Group June 2002 - September 2004
Arthur Andersen LLP May 2001 - June 2002
Skills
Business Valuation, Valuation, Financial Modeling, Mergers, Equity Valuation, Financial Reporting, DCF, Purchase Price..., 409A, Impairment Testing, Corporate Finance, Start-ups, Finance, Financial Analysis, IPO, Forecasting, Mergers & Acquisitions, Accounting, Corporate Development, Venture Capital
Education
University of California, Berkeley
BA
University of California, Berkeley, Haas School of Business
BS
Andersen Tax (formerly WTAS) September 2014 - Present
WTAS LLC September 2004 - September 2014
Huron Consulting Group June 2002 - September 2004
Arthur Andersen LLP May 2001 - June 2002
Skills
Business Valuation, Valuation, Financial Modeling, Mergers, Equity Valuation, Financial Reporting, DCF, Purchase Price..., 409A, Impairment Testing, Corporate Finance, Start-ups, Finance, Financial Analysis, IPO, Forecasting, Mergers & Acquisitions, Accounting, Corporate Development, Venture Capital
Education
University of California, Berkeley
BA
University of California, Berkeley, Haas School of Business
BS
Nicholas Barisone's WTAS, LLC Experience November 2010 - August 2011
Job Sales Representative at The Hartford Sales Group
Industry Sporting Goods
Experience
The Hartford Sales Group December 2013 - Present
Bodyrok Studios September 2012 - Present
Sports Basement December 2012 - December 2013
lululemon athletica September 2011 - September 2012
WTAS LLC November 2010 - August 2011
Grassroot Soccer June 2010 - September 2010
San Quentin State Penitentiary August 2009 - January 2010
Steelhead Brewery May 2006 - August 2008
Skills
Leadership, Event Planning, Microsoft Excel, Sales, Marketing, Customer Service
Education
University of California, Berkeley 2008 — 2010
Bachelors, Economics
Semester at Sea 2007 — 2008
Spring 2008, Development Economics and International Development
Gonzaga University 2005 — 2006
Bachelor's Degree
St. Ignatius College Prep 2001 — 2005
The Hartford Sales Group December 2013 - Present
Bodyrok Studios September 2012 - Present
Sports Basement December 2012 - December 2013
lululemon athletica September 2011 - September 2012
WTAS LLC November 2010 - August 2011
Grassroot Soccer June 2010 - September 2010
San Quentin State Penitentiary August 2009 - January 2010
Steelhead Brewery May 2006 - August 2008
Skills
Leadership, Event Planning, Microsoft Excel, Sales, Marketing, Customer Service
Education
University of California, Berkeley 2008 — 2010
Bachelors, Economics
Semester at Sea 2007 — 2008
Spring 2008, Development Economics and International Development
Gonzaga University 2005 — 2006
Bachelor's Degree
St. Ignatius College Prep 2001 — 2005
H. Lan Nguyen's WTAS, LLC Experience July 2002 - May 2005
Job CFO at Rauxa
Industry Marketing and Advertising
Experience
Rauxa May 2005 - Present
WTAS, LLC July 2002 - May 2005
Arthur Andersen & Co. 1992 - July 2002
Skills
Accounting, Mergers, Budgets, Executive Management, Strategic Planning, Mergers & Acquisitions, Financial Analysis, Business Strategy, Business Development, Financial Reporting, Strategy, Start-ups, Forecasting, Strategic Financial..., Process Improvement, Management Consulting, Leadership, Analytics, Strategic Partnerships, Integrated Marketing, Marketing Strategy, Management
Education
University of Southern California 1988 — 1992
Bachelor of Science (BS), Accounting
Rauxa May 2005 - Present
WTAS, LLC July 2002 - May 2005
Arthur Andersen & Co. 1992 - July 2002
Skills
Accounting, Mergers, Budgets, Executive Management, Strategic Planning, Mergers & Acquisitions, Financial Analysis, Business Strategy, Business Development, Financial Reporting, Strategy, Start-ups, Forecasting, Strategic Financial..., Process Improvement, Management Consulting, Leadership, Analytics, Strategic Partnerships, Integrated Marketing, Marketing Strategy, Management
Education
University of Southern California 1988 — 1992
Bachelor of Science (BS), Accounting
Andrea Heffernan's WTAS, LLC Experience December 2009 - July 2012
Job Executive Assistant to the CEO
Industry Computer Software
Experience
Cherwell Software December 2012 - Present
WTAS LLC December 2009 - July 2012
Brocade June 2009 - December 2009
Protiviti January 2008 - March 2009
Anderson Brule Architects Inc December 2005 - June 2007
UC Santa Cruz 2003 - 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Tax
Education
University of California, Santa Cruz 2001 — 2005
BA, Business Management Economics
Cherwell Software December 2012 - Present
WTAS LLC December 2009 - July 2012
Brocade June 2009 - December 2009
Protiviti January 2008 - March 2009
Anderson Brule Architects Inc December 2005 - June 2007
UC Santa Cruz 2003 - 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Tax
Education
University of California, Santa Cruz 2001 — 2005
BA, Business Management Economics
Matt Greisler, CFA's WTAS, LLC Experience June 2005 - December 2007
Job Manager, FP&A at American Capital
Industry Financial Services
Experience
American Capital July 2013 - Present
American Capital January 2011 - June 2013
American Capital June 2009 - January 2011
American Capital January 2008 - June 2009
WTAS, LLC June 2005 - December 2007
Skills
Excel, Business Objects..., SRC, Strategic Planning, Financial Modeling, Financial Analysis, Presentation Development, PowerPoint, Analysis, Strategic Financial..., Investments
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance, Accounting
American Capital July 2013 - Present
American Capital January 2011 - June 2013
American Capital June 2009 - January 2011
American Capital January 2008 - June 2009
WTAS, LLC June 2005 - December 2007
Skills
Excel, Business Objects..., SRC, Strategic Planning, Financial Modeling, Financial Analysis, Presentation Development, PowerPoint, Analysis, Strategic Financial..., Investments
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science (BS), Finance, Accounting
Eric Sanders, CFP®'s WTAS, LLC Experience December 2007 - August 2014
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
WTAS LLC December 2007 - August 2014
Wealth Tax Advisory Services, Inc. (WTAS) Member HSBC January 2006 - December 2007
Skills
Portfolio Management, Tax, Financial Planning, Income Tax, Investments, Preparation, Accounting, Individual Taxation, Estate Planning, Retirement Planning, Tax Compliance, Asset Allocation, Tax Accounting, Wealth Management, Asset Management, Retirement, Valuation, Inheritance Tax Planning, Federal Tax
Education
University of Maryland College Park 2002 — 2006
B.S., Finance
South Carroll High School 1998 — 2002
High School
Andersen Tax September 2014 - Present
WTAS LLC December 2007 - August 2014
Wealth Tax Advisory Services, Inc. (WTAS) Member HSBC January 2006 - December 2007
Skills
Portfolio Management, Tax, Financial Planning, Income Tax, Investments, Preparation, Accounting, Individual Taxation, Estate Planning, Retirement Planning, Tax Compliance, Asset Allocation, Tax Accounting, Wealth Management, Asset Management, Retirement, Valuation, Inheritance Tax Planning, Federal Tax
Education
University of Maryland College Park 2002 — 2006
B.S., Finance
South Carroll High School 1998 — 2002
High School
Will McEnroe's WTAS, LLC Experience 2003 - Present
Job Managing Director
Industry Investment Management
Experience
WTAS, LLC 2003 - Present
Education
Baruch College, City University of New York (CUNY)
Masters of Science, Finance
Baruch College, City University of New York (CUNY)
Masters of Science, Taxation
University of Massachusetts, Amherst
WTAS, LLC 2003 - Present
Education
Baruch College, City University of New York (CUNY)
Masters of Science, Finance
Baruch College, City University of New York (CUNY)
Masters of Science, Taxation
University of Massachusetts, Amherst
Vong Przybylinski's WTAS, LLC Experience February 2009 - September 2011
Job Sr. International Tax Manager at Aviat Networks
Industry Accounting
Experience
Aviat Networks July 2014 - Present
Grant Thornton LLP October 2011 - June 2014
WTAS LLC February 2009 - September 2011
Ernst & Young January 2008 - December 2008
Deloitte Tax LLP 2005 - 2008
Education
San Jose State University 1998 — 2001
Master’s Degree, Taxation
California State University-Chico
Bachelor’s Degree, Accounting
Aviat Networks July 2014 - Present
Grant Thornton LLP October 2011 - June 2014
WTAS LLC February 2009 - September 2011
Ernst & Young January 2008 - December 2008
Deloitte Tax LLP 2005 - 2008
Education
San Jose State University 1998 — 2001
Master’s Degree, Taxation
California State University-Chico
Bachelor’s Degree, Accounting
Kristin Kramer, RN, MSN, MS's WTAS, LLC Experience May 2008 - September 2010
Job Registered Nurse at Saint Mary's Regional Medical Center
Industry Hospital & Health Care
Experience
Saint Mary's Regional Medical Center September 2012 - Present
WTAS LLC May 2008 - September 2010
Oakley June 2007 - March 2008
PricewaterhouseCoopers July 2005 - June 2007
Skills
Tax, Tax Research, Tax Accounting, Income Tax, Financial Reporting, Accounting, SEC filings, Auditing, CPA
Education
University of California, Los Angeles 2010 — 2012
Masters Science, Nursing, 3.6/4.0
Michigan State University - The Eli Broad Graduate School of Management 2004 — 2005
Master of Science, Accounting/ Taxation Emphasis, 3.5/4.0
Michigan State University 2000 — 2004
Bachelor of Arts (B.A.), Accounting, 3.7/4.0
Saint Mary's Regional Medical Center September 2012 - Present
WTAS LLC May 2008 - September 2010
Oakley June 2007 - March 2008
PricewaterhouseCoopers July 2005 - June 2007
Skills
Tax, Tax Research, Tax Accounting, Income Tax, Financial Reporting, Accounting, SEC filings, Auditing, CPA
Education
University of California, Los Angeles 2010 — 2012
Masters Science, Nursing, 3.6/4.0
Michigan State University - The Eli Broad Graduate School of Management 2004 — 2005
Master of Science, Accounting/ Taxation Emphasis, 3.5/4.0
Michigan State University 2000 — 2004
Bachelor of Arts (B.A.), Accounting, 3.7/4.0
Jennifer Wiskus (Nester)'s WTAS, LLC Experience September 2007 - January 2014
Job Tax Director at McGladrey
Industry Accounting
Juan Rios, CPA's WTAS, LLC Experience June 2007 - November 2012
Job Accounting Manager at Oakmont Corporation
Industry Accounting
Experience
Oakmont Corporation January 2014 - Present
Athens Services October 2012 - Present
WTAS LLC June 2007 - November 2012
WTAS January 2004 - May 2007
Southern California Edison September 1998 - December 2003
Education
University of Notre Dame 1994 — 1998
Oakmont Corporation January 2014 - Present
Athens Services October 2012 - Present
WTAS LLC June 2007 - November 2012
WTAS January 2004 - May 2007
Southern California Edison September 1998 - December 2003
Education
University of Notre Dame 1994 — 1998
Christopher Cothran's WTAS, LLC Experience April 2005 - April 2009
Job Manager, Property Tax at Florida Power & Light
Industry Utilities
Experience
Florida Power & Light Company September 2011 - Present
Templeton & Company April 2009 - September 2011
WTAS LLC April 2005 - April 2009
Pediatrix Medical Group August 2003 - March 2005
AutoNation August 2002 - August 2003
Arthur Andersen LLP June 2000 - July 2002
Skills
Business Valuation, Due Diligence, Financial Reporting, Valuation, Mergers, Finance, Forensic Accounting, Analysis, Property Tax, Business Development, Forecasting, Mergers & Acquisitions, Tax Research, Financial Statements, Tax, Accounting, Financial Analysis, Management, Financial Modeling
Education
Florida Atlantic University 2006 — 2007
MAcc, Master of Accounting
Clemson University 1996 — 2000
BS, Agriculture and Applied Economics
Florida Power & Light Company September 2011 - Present
Templeton & Company April 2009 - September 2011
WTAS LLC April 2005 - April 2009
Pediatrix Medical Group August 2003 - March 2005
AutoNation August 2002 - August 2003
Arthur Andersen LLP June 2000 - July 2002
Skills
Business Valuation, Due Diligence, Financial Reporting, Valuation, Mergers, Finance, Forensic Accounting, Analysis, Property Tax, Business Development, Forecasting, Mergers & Acquisitions, Tax Research, Financial Statements, Tax, Accounting, Financial Analysis, Management, Financial Modeling
Education
Florida Atlantic University 2006 — 2007
MAcc, Master of Accounting
Clemson University 1996 — 2000
BS, Agriculture and Applied Economics
Marilyn Calister's WTAS, LLC Experience 2002 - August 2014
Job Managing Director, Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2002 - Present
Andersen Tax 2002 - Present
WTAS LLC 2002 - August 2014
Arthur Andersen September 1990 - July 2002
Arthur Andersen 1990 - 2002
Skills
Tax Advisory, Estate Tax Planning, High Net Worth..., Tax Accounting, CPA, Tax, Tax Preparation, Income Tax, Tax Research, Estate Planning, Trusts, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1990
Master of Business Administration (MBA), Accounting
Queens College 1972 — 1976
BA, Education
Arthur Andersen
Andersen Tax July 2002 - Present
Andersen Tax 2002 - Present
WTAS LLC 2002 - August 2014
Arthur Andersen September 1990 - July 2002
Arthur Andersen 1990 - 2002
Skills
Tax Advisory, Estate Tax Planning, High Net Worth..., Tax Accounting, CPA, Tax, Tax Preparation, Income Tax, Tax Research, Estate Planning, Trusts, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1990
Master of Business Administration (MBA), Accounting
Queens College 1972 — 1976
BA, Education
Arthur Andersen
Burt Binenfeld's WTAS, LLC Experience August 2004 - May 2009
Job Attorney at Law Offices of Burt C. Binenfeld
Industry Law Practice
Experience
Law Offices of Burt C. Binenfeld January 2013 - Present
Rothman Law Group August 2009 - January 2013
WTAS LLC August 2004 - May 2009
Skills
Tax, Estate Administration, LLC, Tax Research, Income Tax, Trusts, Estate Planning, High Net Worth...
Education
New York University School of Law 2003 — 2004
LL.M., Taxation
Arizona State University College of Law 2000 — 2003
J.D.
University of Notre Dame 1996 — 2000
B.S., Mathematics with Concentration in Computer Science
Law Offices of Burt C. Binenfeld January 2013 - Present
Rothman Law Group August 2009 - January 2013
WTAS LLC August 2004 - May 2009
Skills
Tax, Estate Administration, LLC, Tax Research, Income Tax, Trusts, Estate Planning, High Net Worth...
Education
New York University School of Law 2003 — 2004
LL.M., Taxation
Arizona State University College of Law 2000 — 2003
J.D.
University of Notre Dame 1996 — 2000
B.S., Mathematics with Concentration in Computer Science
Emily Lu's WTAS, LLC Experience August 2010 - August 2011
Job Tax Manager at TIBCO Software Inc.
Industry Accounting
Experience
TIBCO Software Inc. May 2015 - Present
PwC August 2011 - June 2014
WTAS LLC August 2010 - August 2011
BDO Seidman, LLP February 2008 - July 2010
Mohler, Nixon & Williams June 2006 - February 2008
Skills
Tax, US GAAP, Tax Accounting, Corporate Tax, GAAP, SEC filings, Income Tax
Education
California State University-East Bay
MBA, Accounting
TIBCO Software Inc. May 2015 - Present
PwC August 2011 - June 2014
WTAS LLC August 2010 - August 2011
BDO Seidman, LLP February 2008 - July 2010
Mohler, Nixon & Williams June 2006 - February 2008
Skills
Tax, US GAAP, Tax Accounting, Corporate Tax, GAAP, SEC filings, Income Tax
Education
California State University-East Bay
MBA, Accounting
Eric Bardwell's WTAS, LLC Experience February 2008 - April 2011
Job Associate at Freeman, Freeman & Smiley, LLP
Industry Law Practice
Experience
Freeman, Freeman & Smiley, LLP June 2012 - Present
Lane Powell PC May 2011 - June 2012
WTAS LLC February 2008 - April 2011
Callahan McCune & Willis May 2007 - May 2008
United States District Court, Central District of California August 2006 - December 2006
Skills
Tax, Business Planning, Estate Planning, Estate Tax Planning, Tax Law, Trusts, Gift Tax, Estate Administration, Wealth, Wills, Estate Law, Corporate Governance, Charities, Wealth Management..., Due Diligence, Mergers & Acquisitions, Business Transactions, LLC, Powers of Attorney, High Net Worth..., Succession Planning, Business Formation
Education
Pepperdine University School of Law 2005 — 2008
J.D., cum laude
San Diego State University
Bachelor of Science
Freeman, Freeman & Smiley, LLP June 2012 - Present
Lane Powell PC May 2011 - June 2012
WTAS LLC February 2008 - April 2011
Callahan McCune & Willis May 2007 - May 2008
United States District Court, Central District of California August 2006 - December 2006
Skills
Tax, Business Planning, Estate Planning, Estate Tax Planning, Tax Law, Trusts, Gift Tax, Estate Administration, Wealth, Wills, Estate Law, Corporate Governance, Charities, Wealth Management..., Due Diligence, Mergers & Acquisitions, Business Transactions, LLC, Powers of Attorney, High Net Worth..., Succession Planning, Business Formation
Education
Pepperdine University School of Law 2005 — 2008
J.D., cum laude
San Diego State University
Bachelor of Science
Janet (Fang) Peng's WTAS, LLC Experience 2008 - 2011
Job Managing Director at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax LLC January 2012 - Present
WTAS LLC 2008 - 2011
Citi Private Equity Services Inc. 2007 - 2008
Bisys Private Equity Service, Inc. 2004 - 2007
PricewaterhouseCoopers 2002 - 2004
Skills
Tax Software, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Private Equity Tax, Tax Advisory, Income Tax, Tax Preparation, Tax, International Tax, S Corporations, Tax Law, Tax Returns, CPA, Estate Tax Planning, Property Tax, GAAP, High Net Worth...
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MBA, Accounting
Andersen Tax LLC January 2012 - Present
WTAS LLC 2008 - 2011
Citi Private Equity Services Inc. 2007 - 2008
Bisys Private Equity Service, Inc. 2004 - 2007
PricewaterhouseCoopers 2002 - 2004
Skills
Tax Software, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Private Equity Tax, Tax Advisory, Income Tax, Tax Preparation, Tax, International Tax, S Corporations, Tax Law, Tax Returns, CPA, Estate Tax Planning, Property Tax, GAAP, High Net Worth...
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MBA, Accounting
Julie Lazzeroni's WTAS, LLC Experience January 2008 - September 2011
Job CPA
Industry Financial Services
Experience
Deloitte January 2012 - June 2013
WTAS LLC January 2008 - September 2011
Ernst & Young January 2007 - January 2008
Grant Thornton LLP December 2000 - January 2007
Skills
Tax Research, International Tax, Tax, Income Tax, Partnership Taxation, Tax Accounting, Accounting, Hedge Funds, CPA, Financial Reporting, Alternative Investments, Private Equity, Tax Advisory
Education
The University of Texas at Dallas
BS, Accounting
Deloitte January 2012 - June 2013
WTAS LLC January 2008 - September 2011
Ernst & Young January 2007 - January 2008
Grant Thornton LLP December 2000 - January 2007
Skills
Tax Research, International Tax, Tax, Income Tax, Partnership Taxation, Tax Accounting, Accounting, Hedge Funds, CPA, Financial Reporting, Alternative Investments, Private Equity, Tax Advisory
Education
The University of Texas at Dallas
BS, Accounting
J. Craig Gies's WTAS, LLC Experience September 2012 - Present
Job Andersen Tax Alternative Investment Funds
Industry Investment Management
Experience
WTAS LLC September 2012 - Present
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Deloitte 2002 - January 2012
Arthur Andersen 1977 - 2002
Skills
Private Equity, Due Diligence, Tax, Mergers, Big 4, Corporate Tax, Income Tax, Accounting, Tax Accounting, Hedge Funds, Tax Research, Partnership Taxation, Investments, Capital Markets, CPA, Financial Analysis, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 1974 — 1976
JD, Law
Saint Mary's University of Minnesota 1970 — 1974
Bachelor of Science (BS), Business Administration/Psychology
WTAS LLC September 2012 - Present
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Deloitte 2002 - January 2012
Arthur Andersen 1977 - 2002
Skills
Private Equity, Due Diligence, Tax, Mergers, Big 4, Corporate Tax, Income Tax, Accounting, Tax Accounting, Hedge Funds, Tax Research, Partnership Taxation, Investments, Capital Markets, CPA, Financial Analysis, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 1974 — 1976
JD, Law
Saint Mary's University of Minnesota 1970 — 1974
Bachelor of Science (BS), Business Administration/Psychology
Ameen Shallal's WTAS, LLC Experience August 2008 - October 2010
Job Program Director at Dream Careers Inc.
Industry Human Resources
Experience
Dream Careers Inc. October 2010 - Present
WTAS LLC August 2008 - October 2010
WaveLight, Inc. May 2007 - October 2007
Northwestern Mutual June 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Entrepreneurship, Sales, Financial Modeling, Financial Analysis, Investments, Strategy, Leadership, Marketing, Finance, Budgets, Management, Strategic Planning, Market Research, Microsoft Office, Business Development, Economics, Valuation, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Excel
Education
James Madison University 2004 — 2008
B.B.A, Finance
James Madison University 2004 — 2008
Finance, Economics
Dream Careers Inc. October 2010 - Present
WTAS LLC August 2008 - October 2010
WaveLight, Inc. May 2007 - October 2007
Northwestern Mutual June 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Entrepreneurship, Sales, Financial Modeling, Financial Analysis, Investments, Strategy, Leadership, Marketing, Finance, Budgets, Management, Strategic Planning, Market Research, Microsoft Office, Business Development, Economics, Valuation, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Excel
Education
James Madison University 2004 — 2008
B.B.A, Finance
James Madison University 2004 — 2008
Finance, Economics
Dan McVeigh's WTAS, LLC Experience March 2007 - March 2010
Job Sr. Manager, Crowe Horwath
Industry Financial Services
Experience
Ernst & Young June 2010 - May 2011
WTAS LLC March 2007 - March 2010
PricewaterhouseCoopers LLP July 1999 - March 2007
Education
Manhattan College 1995 — 1999
BS, Finance
Ernst & Young June 2010 - May 2011
WTAS LLC March 2007 - March 2010
PricewaterhouseCoopers LLP July 1999 - March 2007
Education
Manhattan College 1995 — 1999
BS, Finance
David Amurao's WTAS, LLC Experience October 2011 - Present
Job Tax Associate
Industry Accounting
Experience
WTAS LLC October 2011 - Present
Commercial Scientific Corporation September 2010 - December 2010
GOGII, Inc July 2008 - December 2009
Education
University of California, Los Angeles 2007 — 2011
B.S., Applied Mathematics, Accounting (minor)
University of Cambridge, Pembroke 2009 — 2009
WTAS LLC October 2011 - Present
Commercial Scientific Corporation September 2010 - December 2010
GOGII, Inc July 2008 - December 2009
Education
University of California, Los Angeles 2007 — 2011
B.S., Applied Mathematics, Accounting (minor)
University of Cambridge, Pembroke 2009 — 2009
Gareth Larkin's WTAS, LLC Experience September 2008 - September 2009
Job Fund Administration Supervisor at State Street
Industry Financial Services
Experience
State Street October 2013 - Present
State Street January 2012 - October 2013
M.T. Maritime Management (USA) LLC September 2010 - February 2012
WTAS, LLC September 2008 - September 2009
Merrill Lynch October 2007 - June 2008
Marine Money International November 2006 - May 2007
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Auditing, Financial Modeling, Financial Statements, Microsoft Excel, General Ledger, Financial Analysis, Internal Controls, Analysis, Budgets
Education
Fordham University 2004 — 2008
B.S., Accounting
State Street October 2013 - Present
State Street January 2012 - October 2013
M.T. Maritime Management (USA) LLC September 2010 - February 2012
WTAS, LLC September 2008 - September 2009
Merrill Lynch October 2007 - June 2008
Marine Money International November 2006 - May 2007
Skills
Accounting, Financial Reporting, Tax, High Net Worth..., Auditing, Financial Modeling, Financial Statements, Microsoft Excel, General Ledger, Financial Analysis, Internal Controls, Analysis, Budgets
Education
Fordham University 2004 — 2008
B.S., Accounting
Jonathan Pezzi's WTAS, LLC Experience July 2006 - December 2010
Job Tax Senior Manager at Weaver
Industry Accounting
Experience
Weaver September 2012 - August 2015
Sallie Mae October 2011 - September 2012
KPMG January 2011 - October 2011
WTAS LLC July 2006 - December 2010
Skills
Tax, Income Tax, Tax Accounting, Tax Research, Corporate Tax, Accounting, CPA, Financial Planners, GAAP, International Tax
Education
University of Virginia 2005 — 2006
MS, Accounting - Tax Consulting
The Ohio State University 2002 — 2005
BSBA, Accounting
Gahanna Lincoln 1998 — 2002
Weaver September 2012 - August 2015
Sallie Mae October 2011 - September 2012
KPMG January 2011 - October 2011
WTAS LLC July 2006 - December 2010
Skills
Tax, Income Tax, Tax Accounting, Tax Research, Corporate Tax, Accounting, CPA, Financial Planners, GAAP, International Tax
Education
University of Virginia 2005 — 2006
MS, Accounting - Tax Consulting
The Ohio State University 2002 — 2005
BSBA, Accounting
Gahanna Lincoln 1998 — 2002
Eric Muldowney's WTAS, LLC Experience July 2010 - June 2012
Job Senior Tax Associate at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Kodj Gbegnon's WTAS, LLC Experience August 2007 - December 2010
Job PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers LLP February 2014 - July 2015
Ernst & Young LLP January 2011 - February 2014
WTAS LLC August 2007 - December 2010
Skills
Tax Research, Income Tax, Tax, Corporate Tax, Tax Accounting, Partnership Taxation, International Tax, Tax Advisory, Tax Law, US Tax
Education
University of California, Hastings College of the Law 2005 — 2007
JD
Whittier College 1998 — 2002
BA, Business Administration
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers LLP February 2014 - July 2015
Ernst & Young LLP January 2011 - February 2014
WTAS LLC August 2007 - December 2010
Skills
Tax Research, Income Tax, Tax, Corporate Tax, Tax Accounting, Partnership Taxation, International Tax, Tax Advisory, Tax Law, US Tax
Education
University of California, Hastings College of the Law 2005 — 2007
JD
Whittier College 1998 — 2002
BA, Business Administration