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Waldron Rand Making Headlines
Waldron H. Rand & Company Selected for New KS International Initiative
For over 10 years, Waldron Rand has been a proud member of KS International (KSi), an association of independent accounting firms located around the world that provides a wide range of accounting, tax, and business-consulting services. Our affiliation with KSi enables us to better serve our clients with international needs.
Each independent member firm has a deep understanding of the laws and culture of its country. Access to this knowledge is vital when helping clients start or expand a business or troubleshoot an issue on an international level — across the spectrum of location, industry, and trade.
Our relationship with KSi has enabled us to help our clients in the following areas:
We are honored to have been invited to join a select group of firms within KSi launching a new initiative offering an integrated cross-border approach to the global tax needs of our international client base. Key services provided by the members of this group will include:
Waldron Rand is excited to be part of this initiative. We are committed to helping our clients grow and succeed — whether on a national or an international level.
Introducing Two New Members of Our Team
We are delighted to introduce two new members of the Waldron Rand team! Please meet Ting Shen and Adam Remillard.
Ting Shen, Staff Accountant
We are happy to welcome back Ting Shen. We got to know Ting during her internship at Waldron Rand. Prior to joining us, Ting worked as a tax assistant for PARAXEL, where she managed compliance processes, assisted in state sales and use tax audits, and conducted research to update the company’s tax matrix. Prior to that, Ting worked as a tax analyst for Boston Private Financial Holdings and as a real estate financial analyst for Boston Finance Investment Management. Ting is a graduate of Suffolk University.
Adam Remillard, Staff Accountant
Adam brings a wealth of experience to Waldron Rand. As a senior tax services associate for Ernst & Young’s San Diego office, Adam managed engagement processes and national client relationships. In Boston, Adam gained experience working with high-net-worth individuals at the Wealth Management Group. He also worked as a fund analyst for Fidelity Investments.
Adam has hands-on experience as a business owner in both retail and real estate settings. He is a graduate of Northeastern University.
Tony Librot becomes Colby-Sawyer College Trustee
Tony Librot calls himself “one of Colby-Sawyer College’s biggest cheerleaders,” and explains how his college years had a profound impact on his life. The Colby-Sawyer College Board of Trustees has recognized Tony’s exemplary leadership, volunteerism, and commitment by electing him as a member of the Board. Read more about Tony.
Thank you for your business and friendship!
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We thank you, our loyal clients and friends, for choosing us as your trusted advisor. We are committed to your success.
Elements M&A Conference: Building Blocks of the Deal – May 15, 2015
Rick Dlugasch was one of the featured speakers at the Elements M&A Conference: Building Blocks of the Deal, held on May 15 at the Embassy Suites Hotel in Waltham. Rick joined 15 other dynamic industry experts who provided an introduction to the process of selling a closely held business. The Conference was specifically tailored to business owners, as well as professional advisors, who wanted to better understand all the components of the deal.
Rick’s presentation, Deal Structure and Taxes: It is not how much you make….it is how much you keep that counts, focused on how to structure the deal changes, how much you pay in taxes and, ultimately, how much you keep. Attendees learned how to optimize the structure of their sale and have more control over what they keep for retirement.
Rick has decades of hands-on accounting and business experience. He is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and the American Institute of Certified Public Accountants (AICPA). Rick frequently speaks at industry conferences on tax and real estate topics.
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