BV movers . . .

BVWireIssue #231-3
December 15, 2021

People: Robert “Bob” Morrison, FASA, BV/IA, former firm leader of Rosenfield and Co. PLLC’s Business Advisory Services Team will effectively be retiring as of December 30 and serving as counsel to the firm; replacing Bob as firm leader is newly appointed Paul Dumm, CPA, ABV, CFF, CFE, ASABrad W. Matthews, CPA/ABV, CVA, has been promoted to senior manager in the Business Valuation Services Group at Grossman Yanak & Ford LLP in Pittsburgh; he performs business valuations for gift and estate tax planning, ESOPs, marital dissolutions, shareholder disputes, financial and tax reporting, buy/sell transactions, and general business planning; his litigation support expertise includes financial forensic analysis and the determination of lost profits and economic damages arising from disputes … Sasha M. Moore, CPA/ABV, CFE, has been chosen to participate in the Florida Institute of Certified Public Accountants’ Leadership Academy, a selective, high-impact program for CPAs age 35 and under who are looking to grow as leaders; she is a senior analyst in the Forensic Consulting Group at CBIZ Inc., specializing in complex litigation and business valuation; she is one of 15 CPAs who will comprise the academy’s inaugural class.

Firms: Calgary-based MNP is adding Eric Duguay CPA of Gaspé, Quebec, a firm that provides a wide range of accounting, tax, and advisory services to private enterprise companies in diverse industries throughout the Gaspésie region … Chicago-based Crowe LLP expands its presence in Texas by adding Houston-based Briggs & Veselka, which provides audit, tax, and a variety of consulting services across Texas and nationally for numerous industries … BST & Co. of Albany, N.Y., has formed a new wealth management division, Affinity BST Advisors, for individuals and businesses, private investments, and trust and estate planning … New York City-based PKF O’Connor Davies will add LB Goodman & Co., a firm based in Fair Lawn, N.J., effective Jan. 1, 2022; PKF also recently added DGC LLP (formerly DiCicco, Gulman & Co.), an accounting, tax, and advisory firm based in Boston.

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