Waldron Rand updates

Waldron Rand partners with Techstars Boston

A number of Morison KSi firms, including Waldron Rand, have been selected as the first accounting firms to become global network partners of Techstars, a three-month program that selects 300+ companies worldwide to join a mentorship-driven accelerator. The program provides startup founders with access to capital, guidance, marketing, business development, customer acquisition, employee recruitment, and M&A opportunities. In February, Waldron Rand attended the kick-off of two classes: Techstars Boston Accelerator and the Techstars Airforce Accelerator. The founders can consult with Waldron Rand on tax and accounting issues they will face as they attain their growth goals, secure funding, and explore M&A opportunities.

Morison KSi Annual International Conference

Waldron Rand is a member of Morison KSi, a global association of independent accounting firms. At its Annual International Conference in San Francisco, Morison KSi hosted 139 delegates from member firms worldwide, including representation from Waldron Rand.

The conference presented professional sessions on the evolution and future of accounting firms, celebrated success stories, and explored marketing and business development ideas from renowned experts and member firms.

The annual conference is a valuable networking opportunity that helps us strengthen our relationships and leverage the expertise of Morison KSi’s global support network.

See Morison KSi’s recap of this exciting annual event.

Silicon Valley Bank Private Equity Finance Summit

Rick Dlugasch and Sharon Shaff traveled to Vermont to participate in the fourth annual Silicon Valley Bank Private Equity Finance Summit.

With about 50 private equity CFOs in attendance, Rick and Sharon joined the Finance Roundtable on “The Personal & Professional Impacts of Tax Reform,” and shared their expertise on the 2017 Tax Reform and Jobs Act. Discussion focused on how tax law changes affect private equity funds, their portfolio companies, and attendees as individuals.

Waldron Rand employee news

We recently added several new staff members to our talented team!

Angela Cook comes to us from Damiano, Burk & Nuttall, P.C. She holds a bachelor’s degree in Finance with an Accounting minor from the University of Massachusetts Dartmouth.

Ryan Carlino holds a master’s degree in Accounting from the University of Massachusetts Amherst’s Isenberg School of Management. Ryan has accounting experience in both public and private settings, most recently at A.M. Boutzalis, CPA, PC.

Brittany Stutes was an intern at Waldron Rand and recently joined us full-time. After completing her undergraduate degree in Accounting and Finance at Lasell College, she earned her MS in Accounting from Northeastern University.

Marc Ferber brings 26 years of experience, most recently as a Senior Tax Supervisor at King McNamara Moriarty, LLP. Marc holds a BA in Accounting and Finance from Cleveland State University.

Stephen Comey brings extensive accounting and taxation experience from Deloitte, PricewaterhouseCoopers, BlumShapiro, and SunLife Financial and is a Certified Public Accountant with deep knowledge of GAAP, Internal Revenue Code, and federal regulations. Stephen holds both a Bachelor of Science degree in Business Administration and an Accelerated Master of Science in Taxation program for CPAs from Suffolk University.

Don Zidik brings more than 20 years of experience in the tax and accounting space, most recently as a Director at Marcum LLP, a Boston-based accounting, financial, and consulting services firm. Don specializes in tax services for high net worth individuals, estates and trusts, closely held businesses, and nonprofits. A widely published and quoted tax expert, Don is an Adjunct Professor of Taxation at Suffolk University. He is also a longtime member and chair of the Individual & Self-Employed Tax Technical Resource Panel of the American Institute of Certified Public Accountants (AICPA). Don earned his BA from the University of Massachusetts, Amherst and his MS in Taxation from Bentley College’s Elkin B. McCallum Graduate School of Business.

And finally, the Waldron Rand family added a new member! Allison Rothwell, her husband Brian, and big brother Grayson welcomed Bryce Easton on November 8, 2018.