BV movers . . .

BVWireIssue #225-3
June 23, 2021

People: Awards and honors bestowed by the CBV Institute, Canada’s valuation professional organization (VPO) for 2021: Life Member: Tom P. Muir, FCPA, FCA, FCBV (Muir Investments Ltd.); Fellows: Bob Boulton, CPA, CA, FCBV (CBV Institute) and Patrick Coady, FCPA, FCA, FCBV (KPMG); Top CBV Under 40: Louise Poole, CPA, CA, CBV, CFF (Davis Martindale); Ambassador of the Year: Ron Martindale, BASc., CPA, CA, LPA, CBV, CFF (Davis Martindale); Scholastic Achievement Award: Rachel Lee, CPA, CBV (EY); Highest mark on MQE: Marissa Barry, CPA, CBV (EY); Second highest marks on the MQE: Michael Ruta, CPA, CA, CBV (Grant Thornton LLP), Alex Stern, CPA, CBV (EY), Pier-Olivier Tremblay CPA, CA, EEE (Mallette); Third-highest marks on the MQE: Stephanie Labrecque, CPA, CFA (MNP), and Adam Owczar, CPA, CBV (Canada Life Assurance).

Firms: Seattle-based Moss Adams LLP boosts its agribusiness practice by adding Ryan & McDonald LLP of Salinas, Calif., a firm that provides tax and accounting services throughout the California central coast, with in-depth expertise in food and agribusiness and other industries; the deal brings 16 professionals into the firm … San Francisco-based SD Mayer & Associates is adding TNT Inc. CPAs of Redwood City, Calif., a firm that provides tax, accounting, consulting, and advisory services to professionally managed businesses and high-net-worth individuals throughout Silicon Valley … Atlanta-based Mauldin & Jenkins is adding Athens, Ala.-based CDPA, a firm that provides tax, financial planning and reporting, and consulting services to individuals, fiduciaries, commercial businesses, and other organizations … Mount Pleasant, S.C.-based McCay Kiddy has changed its name to Veris, The Proactive CPA; the name Veris is a mashup of two Latin words: verum (true/truth) and visum (wisdom/insight).

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