New York, United States of America
Time Zone: UTC-5
Mr. Berger leads the Firm's corporate tax practice. He is involved in structuring many of the corporate transactions in which the Firm is involved, especially in the areas of mergers and acquisitions, corporate finance, limited liability companies, partnerships and S corporations, executive compensation, private equity and venture capital investments, and fund formations. Mr. Berger also has extensive experience in the tax aspects of business start-ups, bankruptcy and debt restructurings, real estate transactions, cross-border transactions, federal and state audits and appeals, ruling requests and collection matters, and the formation and operation of tax-exempt organizations.
Mr. Berger also maintains an active corporate law practice involving the formation and ongoing representation of large and mid-sized business entities, private investment funds and joint ventures, and he is regularly engaged by both management and employees in the negotiation and drafting of executive employment and separation/severance agreements.
As Chief Executive Officer, James is responsible for the day to day management of Alliott Group. Working in conjunction with the Worldwide Executive, the Worldwide Board and the Regional Advisory Committees, James supports the development and implementation of membership services and the strategic development of the Group. James joined Alliott Group in July 2008 and has over 15 years' experience of working within a membership/association business environment.
Plano, United States of America
Time Zone: UTC-6
Paul is a founder and partner in charge of the audit practice. His primary disciplines include both private and public company financial statement audits. Paul has experience in mergers, acquisitions and public offerings as well as post transaction consulting.
Paul co-founded Coscia Greilich & Company LLP in January 2001. He was the firm's lead audit partner. Paul's primary activity with the firm was the provision of audit, review and compilation services, transaction advisory and information technology services, and financing services.
Prior to forming Coscia Greilich & Company LLP, Paul excelled to become the senior audit manager at Montgomery Baggett & Drews LLP (MBD) over a six-year period. During that time, Paul's experience was diversified in audit, accounting and information technology. Paul focused in the manufacturing, distribution and information technology industries and provided his clients with many value-added services which included cost accounting review, accounting systems analysis and internal control consulting.
Prior to serving at MBD, Paul provided his services on an independent basis for two years at Mobil Oil Company in Dallas, Texas in the internal audit group. Additionally, Paul worked for WC Linden, Inc., a boutique private equity firm, for two years as the senior accounting manager.
Time Zone: UTC-5
Valerie Menard is a partner in the firm's tax department and serves on the alliance's Global Mobility Services Group Leadership Team.
Valerie achieved a BBA and a specialized graduate diploma in Public Accounting in 2003. The same year, she was designated Best Performer in Quebec and was awarded a gold medal by the profession. Later on, she earned a Master of Law with the Taxation option (LL.M.) from HEC Montrea, the Montreal University business school and from the University of Montreal Law Faculty, with honors. Her career began with a Big Four accounting firm.
Valerie has been with Hardy, Normand & Associes since 2004.
Houston, United States of America
I am a Partner with Miller Grossbard Advisors, LLP, an independent, full service tax, accounting and business consulting firm located in Houston, TX with International and Multistate Tax Consulting expertise.
Tax and business advisor working with clients on sophisticated planning and management consulting in the areas of strategic planning and forecasting, tax minimization and risk management through entity structuring, increasing company value and cash flow. Advise business owners on succession and exit strategies. Counsel individual clients in the areas of tax minimization and estate planning.
Specialties: Tax, real estate tax structuring, business operations, business start-ups, business succession/exit planning and family wealth transfer.
Stockton, United States of America
Time Zone: UTC-8
Since joining Bowman in 1987, Daryl has become the firm's chief recruiter, visiting college campuses to find the kind of person who has an equal share of accounting and people skills. I've been told that our hiring process is very detailed and thorough, which is a good thing since we're hiring people who'll be the next generation of Bowman professionals.
Sacramento, United States of America
David came to Sacramento in 1981, and joined Grant Bennett Associates in 1991. His professional affiliations include the American Institute of CPAs, the Kentucky Society of CPAs, and the California Society of CPAs (CalCPA). He graduated from the University of Kentucky in 1969 and became a CPA in 1972. David is a past Chair of the statewide CalCPA Accounting Principles & Auditing Standards Committee, having previously served as the Chair of the Auditing Standards Subcommittee; he continues to serve on that committee as well as the Government Relations Committee. He has been member of the Council of the CalCPA and has served as the Chair of the Audit Committee, a member of the Executive Committee, and a member of the Peer Review Committee. He is also a past member of the Board of Directors of the Sacramento Chapter of the CalCPA. He is a past Chair of the Board of United Way California Capital Region as well as being a continuing member of the Finance Committee and the Audit Committee. David presently serves as Chair of the Health Impact Council. Additionally, he was a member of the Membership Accountability Committee of United Way of America. David has served as a member of the Board of Directors of the Community Services Planning Council, and is also a past President of the Kiwanis Club of Greater Sacramento. For fun, David loves to dawdle on the California Delta on his sail boat.
Woodcliff Lake, United States of America
Time Zone: UTC-5
Mark S. Weber, Managing Partner, began his career with the accounting firm of Price Waterhouse in 1981. Although he has extensive experience in all aspects of taxation, Mark prefers to focus on individuals and small businesses and also has significant expertise in the area of business valuation. Mark holds the AICPA Personal Financial Specialist designation (PFS) and is a Certified Fund Specialist (CFS).