Baker Tilly International

Costa Rica will Seek Investment and Opportunities in One of the Largest Fairs in the Life Sciences Industry

Retrieved on: 
Thursday, February 1, 2024
Baker Tilly International, SAN, Growth, Knowledge, MD, Environment, Sterilization, Ecosystem, Tourism, Corporation, Conference, Anaheim Convention Center

In addition to its international recognition as a leader in sustainability and tourism, Costa Rica is one of the most competitive locations for life sciences in the Americas.

Key Points: 
  • In addition to its international recognition as a leader in sustainability and tourism, Costa Rica is one of the most competitive locations for life sciences in the Americas.
  • This has made Costa Rica a strong competitor for attracting foreign investment, helping companies optimize their operations by providing access to a solid ecosystem of high-quality suppliers.
  • We seek to help multinational companies with all the tools needed for setting up and developing in Costa Rica.
  • The life sciences sector in Costa Rica has seen amazing growth, going from 5 to 16 subsectors over the last 20 years.

Baker Tilly Foundation grants wishes in annual giving campaign

Retrieved on: 
Monday, January 15, 2024
Accounting, General Health, Professional Services, Foundation, Philanthropy, Family, Consumer, Health, Other Philanthropy, Other Education, Training, Business, Environmental, Social and Governance (ESG), Education, Social Services, Human Resources, Consulting, House, Food, Human, Organization, Baker Tilly International

The Baker Tilly Foundation announces the 15 recipients of its seventh annual Baker Tilly Wishes — a program where team members nominate their favorite not-for-profit organizations to receive a $10,000 donation.

Key Points: 
  • The Baker Tilly Foundation announces the 15 recipients of its seventh annual Baker Tilly Wishes — a program where team members nominate their favorite not-for-profit organizations to receive a $10,000 donation.
  • “Our team members continue to inspire with their genuine care for their communities and dedication to giving back,” Baker Tilly Foundation President and Chairman Jennifer Soltis said.
  • The program is part of the firm’s broader annual holiday giving, which embraces causes supported by team members in their communities and includes many local office efforts, such as drives for food, toys and gifts for families in need.
  • Additionally, the firm provides each team member with a charitable gift credit to bestow on a not-for-profit organization of their choice.

Baker Tilly Names Jonathan Zeigler Financial Services Managing Partner

Retrieved on: 
Thursday, December 14, 2023
Consulting, Banking, Accounting, Professional Services, Fintech, CPA, Growth, Health, Insurance, Specialization, Life, LLP, Baker Tilly International, CITP

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Jonathan Zeigler, CPA, CITP to lead its financial services practice effective January 1, 2024.

Key Points: 
  • Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Jonathan Zeigler, CPA, CITP to lead its financial services practice effective January 1, 2024.
  • “Jonathan's wealth of experience and commitment to industry specialization make him the right leader for this role,” said Brad DeNoyer, Baker Tilly managing partner – industries.
  • “I am honored to lead Baker Tilly’s financial services practice during this dynamic period of industry evolution,” said Zeigler.
  • “I look forward to leveraging our team's talent and expertise to provide exceptional value to our clients.”
    During his tenure as Baker Tilly’s Philadelphia financial services team leader, Zeigler emphasized the importance of specialization in the heavily regulated financial services sector.

Baker Tilly and NACUBO Unveil Path to Sustainability Toolkit to Navigate Higher Education Challenges

Retrieved on: 
Wednesday, September 20, 2023
Environment, Consulting, Accounting, Professional Services, Sustainability, Collegiate, University, Consumer, Education, Baker Tilly International, LLP, Knowledge, Path, National Association, Partnership, Consultant, Nottingham University Business School, Management

Leading advisory, tax and assurance firm Baker Tilly US, LLP (Baker Tilly) in partnership with the National Association of College and University Business Officers ( NACUBO ), announces the release of their Path to Sustainability toolkit .

Key Points: 
  • Leading advisory, tax and assurance firm Baker Tilly US, LLP (Baker Tilly) in partnership with the National Association of College and University Business Officers ( NACUBO ), announces the release of their Path to Sustainability toolkit .
  • "As trusted advisors to the higher education sector, Baker Tilly is committed to empowering institutions with the tools and knowledge needed to overcome financial hurdles and achieve sustainability and student success," said Dave Capitano, partner and higher education practice leader at Baker Tilly.
  • "The Path to Sustainability framework is a valuable resource for institutional leaders, financial officers and decision-makers across the higher education landscape,” said Jim Hundrieser, Vice President for Consulting at NACUBO.
  • Baker Tilly and NACUBO serve as collaborative consultants to higher education leaders, dedicated to supporting the long-term financial health and success of all colleges and universities nationwide."

Lincoln Property Company Doubles Down on M&A Strategy with New Executive Appointment

Retrieved on: 
Tuesday, July 25, 2023
Construction & Property, REIT, Culture, Workplace, Baker Tilly International, Woman, PwC, Lincoln, Acquisition, Investment, Growth, Property, Sales, Silicon

Lincoln Property Company (“Lincoln”), a global, full-service real estate firm, today announced the appointment of Alison Daubert as Chief Strategy and M&A Officer.

Key Points: 
  • Lincoln Property Company (“Lincoln”), a global, full-service real estate firm, today announced the appointment of Alison Daubert as Chief Strategy and M&A Officer.
  • In addition to M&A, Ms. Daubert also leads strategic initiatives in support of the company’s growth.
  • “Throughout its 60 years of business, Lincoln has established itself as one of the most respected and diversified real estate firms,” said Ms. Daubert.
  • In February, the company announced the appointment of Mr. Binswanger and Mr. Duvall as co-CEOs.

Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiting, Procyon Partners Increases Momentum by Adding Senior Financial Advisors Jerry Sneed and Frank McKiernan, Who Previously Managed $600 Million in Client Assets

Retrieved on: 
Tuesday, June 27, 2023
Professional Services, Technology, Other Technology, Software, Finance, Asset Management, Banking, Morgan Stanley, Private banking, LLP, Business development, Partnership, CFA, High-net-worth individual, Senior, Marketing, Partner, RIA, Baker Tilly International, Curriculum, Business, Risk management, Research, Credit Suisse, Baker Tilly US, LLP, II, Procyon, Trust, OTC, Pivotal, Knowledge, Growth, CIO, Merrill (company), Registered investment adviser, CAIA, Management, Financial adviser, Financial services

Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have joined the firm, each as Senior Vice President, Senior Private Wealth Advisor.

Key Points: 
  • Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have joined the firm, each as Senior Vice President, Senior Private Wealth Advisor.
  • Together, they previously managed over $600 million in assets for high-net-worth individuals and families at Baker Tilly Wealth Management.
  • Procyon Partners is headquartered in Connecticut with offices in New York City, Long Island, Maryland, Tennessee, West Palm Beach, and Virginia Beach.
  • Prior to joining Procyon Partners, Frank was a Principal at Baker Tilly US, LLP and Co-Head of Baker Tilly Wealth Management, a Registered Independent Advisor (RIA).

Baker Tilly Joins Bloomberg Tax Certified Implementer Program

Retrieved on: 
Tuesday, June 13, 2023
LLP, Certification, CIP, Bank statement, Baker Tilly International, RSM, Risk, CPA, Depreciation, GTM, Software, Cryptocurrency, Accounting

ARLINGTON, Va., June 13, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting today announced Baker Tilly US, LLP (Baker Tilly) as the newest member of the Bloomberg Tax Certified Implementer Program (CIP), through which the firm will be able to work directly with its corporate clients to successfully implement Bloomberg Tax Provision and Bloomberg Tax Fixed Assets software for their corporate tax and accounting departments. Bloomberg Tax & Accounting's team of in-house experts will provide ongoing technical and training support for Baker Tilly and its shared Bloomberg Tax Provision and Bloomberg Tax Fixed Assets clients.

Key Points: 
  • ARLINGTON, Va., June 13, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting today announced Baker Tilly US, LLP (Baker Tilly) as the newest member of the Bloomberg Tax Certified Implementer Program (CIP), through which the firm will be able to work directly with its corporate clients to successfully implement Bloomberg Tax Provision and Bloomberg Tax Fixed Assets software for their corporate tax and accounting departments.
  • Bloomberg Tax & Accounting's team of in-house experts will provide ongoing technical and training support for Baker Tilly and its shared Bloomberg Tax Provision and Bloomberg Tax Fixed Assets clients.
  • "Joining the Bloomberg Tax Certified Implementer Program is a significant step for Baker Tilly as we enhance our ability to deliver exceptional tax and accounting solutions to our clients," said Michele Donohue, Baker Tilly partner and tax technology practice leader.
  • Baker Tilly joins RSM, GTM, and VPTax as members of the Bloomberg Tax Certified Implementer Program.

SciSparc Makes Another Step Towards Unlocking Potential Value Appoints New Strategy and Business Development VP

Retrieved on: 
Tuesday, May 30, 2023
Business development, Central nervous system, Baker Tilly International, MBA, History, Economics, Reichman University, TEL, Technion – Israel Institute of Technology, Investment, Management, Frost

TEL AVIV, Israel, May 30, 2023 (GLOBE NEWSWIRE) -- SciSparc Ltd. (Nasdaq: SPRC) (“Company” or “SciSparc”), a specialty clinical-stage pharmaceutical company focusing on the development of therapies to treat disorders of the central nervous system, today announced that as part of its restructuring plans to unlock value for shareholders, it has appointed a new Vice President of Strategy and Business Development, Mr. Yaki Baranes, to structure business strategies and facilitate identifying new business opportunities.

Key Points: 
  • Mr. Baranes is a business strategy expert with a demonstrated 13 years of history working with various industries and government entities, skilled in business strategy planning and implementation on a corporate level and business unit level.
  • Mr. Baranes acted as a Consulting Manager at Frost and Sullivan, a top global consulting and research company.
  • In addition, Mr. Baranes works with start-up companies in shaping their business plans and supporting their capital raising rounds as well as identifying new business opportunities.
  • in Economics from the Technion - Israel Institute of Technology and an MBA from Reichman University, Israel.

John Oakey appointed VP of Tax at CPA Canada

Retrieved on: 
Wednesday, May 10, 2023
Baker Tilly International, National Tax Service (South Korea), Federation, Global minimum corporate tax rate, CPA Canada, Education, CPA, Accounting, Tax advisor

WATERLOO, ON, May 10, 2023 /CNW/ - Baker Tilly Canada is pleased to announce National Tax director John Oakey will be joining CPA Canada as its new VP of Tax.

Key Points: 
  • WATERLOO, ON, May 10, 2023 /CNW/ - Baker Tilly Canada is pleased to announce National Tax director John Oakey will be joining CPA Canada as its new VP of Tax.
  • "As a leader at Baker Tilly and within our profession, John has made significant contributions through his dedication to advancing tax knowledge," explains Scott Dupuis, chair, Baker Tilly Canada board of directors.
  • A Tax partner with Baker Tilly Nova Scotia since 2008, Oakey became Baker Tilly Canada's National Tax director in 2018.
  • Oakey also took steps to prioritize tax education, going above and beyond to ensure Baker Tilly practitioners were aware of changing tax legislation.

Baker Tilly Canada announces first-ever CEO

Retrieved on: 
Monday, May 8, 2023
Baker Tilly International, Private law, Lloyd, BT, Strategic planning, Accounting, Philosophy, Knowledge, Growth, Conference, Management

WATERLOO, ON, May 8, 2023 /CNW/ - Baker Tilly Canada is pleased to announce Ben Lloyd has joined the Canadian network as its first-ever CEO.

Key Points: 
  • WATERLOO, ON, May 8, 2023 /CNW/ - Baker Tilly Canada is pleased to announce Ben Lloyd has joined the Canadian network as its first-ever CEO.
  • A veteran leader at Baker Tilly International, Lloyd will transition from the Global office in London, England – where he has served as COO for the past six years – to Baker Tilly Canada.
  • A key Baker Tilly leader for more than a decade, Lloyd brings a wealth of experience in international business, strategic planning and change management to his new position.
  • Since then, he has attended the Baker Tilly Canada Partners' Conference across many years, solidifying his sense of where the network has been – and where it is going.