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Rehmann has promoted Rachel D. Locricchio, CPA to principal in the firm’s Farmington Hills, Michigan office. She specializes in a variety of service areas, including tax planning, business consulting for closely-held businesses and their owners, business and individual income tax, accounting and assurance. Locricchio began her public accounting career in 2000 with Boyes, Wright, Pittman & Co...

The IRS will issue tax refunds during the 2019 tax filing season even if the partial government shutdown persists, according to the White House. This announcement starkly contrasts with the IRS’s earlier position that it would not issue refunds during a government shutdown in adherence to longstanding policy, (TAXDAY, 2019/01/04, C.1). Tax Refunds "Tax refunds will go out," Russell Vought, acting director of the White House Office of Management and Budget (OMB), told reporters at a briefing on January 7...

Rehmann has promoted Amanda M. Nellis, CPA to principal in the firm’s Ann Arbor, Michigan office. Nellis primarily provides tax planning and compliance services for high net-worth individuals and closely held, private companies. Nellis began her public accounting career in 2005 at Deloitte Tax, LLP...

Rehmann has promoted Lisa Newland, CPA, CFE to principal in the firm’s Jackson, Michigan office. As an integral member of Rehmann’s Financial Institutions Group, Newland provides taxation support to bank clients across the firm. Since joining Rehmann in 1997, Newland has provided audit, tax, financial reporting, internal audit, litigation support, forensic accounting and other consulting services to clients in varying industries. Due to her comprehensive experience in corporate taxation, she is considered a firm-wide authority for ASC Topic 740 and financial institution taxation...

Rehmann has promoted Christine Slade, CPA to principal in the firm’s Toledo, Ohio office. Slade manages audits, reviews and agreed upon procedures engagements, focusing on closely-held manufacturing companies and not-for-profit organizations. Slade serves on the firm’s not-for-profit industry group subcommittee. She also leads internal not-for-profit training for executives throughout the firm and external webinars on various not-for-profit topics for clients...

Rehmann has promoted Amy Flourry to Principal in the firm’s Lansing, Michigan office. As the director of operations for Rehmann Wealth, she represents the wealth management division across the firm. Flourry has held operational roles in the financial services industry since 1998 and she joined Rehmann in 2001. She has extensive experience in management, business development and overseeing daily operations such as: supervising staff, providing training on systems and processes, managing technology, assisting with business combinations by acting as a liaison between Rehmann Wealth and the parent firm, onboarding and offboarding...

Rehmann has promoted Joshua Sullivan, CPA to principal in the firm’s Traverse City, Michigan office. Sullivan joined Rehmann in 2005 and has experience providing audit and consulting services to clients in a broad range of industries, including cooperatives, manufacturers, construction contractors, Native American casinos, not-for-profits, and employee benefit plans. Sullivan is a member of Rehmann’s firm-wide and West Region Construction Groups, working with industry specialists from around the Firm to share best practices and develop proactive ideas.Prior to employment with Rehmann, he gained four years of experience in retail management...

Rehmann has promoted Kimberly Schwaiger, CPA to principal in the firm’s Traverse City, Michigan office. She specializes in a variety of service areas, including corporate and individual tax consulting and compliance, transaction advisory services. ASC 740 – income tax accounting and business valuation and succession planning. Schwaiger has worked in public and private accounting since 1997...

Rehmann has promoted Ryan Bryker, CPA to principal in the firm’s Muskegon, Michigan office. He will also be assuming the role of office managing principal. In addition to a variety of tax consulting services, Bryker provides income tax planning and preparation services to individuals, corporations and partnerships. Bryker joined Rehmann in 2017 after working on the tax teams for regional and “Big Four” public accounting firms...

Rehmann has promoted Kim Martin, ChFC®, CLU®, MSFS to principal in the firm’s Stuart, Florida office. She provides comprehensive wealth management advice to high net worth individuals, families and small company business executives Martin joined Rehmann in 2015 in connection with the firm’s business combination with Roegiers Goldin Chappel Nall & Associates, where she served as president of the firm’s wealth management division. Her financial services career began in 1988 and she has extensive experience with insurance planning for estates and business owners, individual high net worth portfolio management, corporate retirement plan consulting and education funding strategies. Martin holds a Master of Science in Financial Services from The American College in Pennsylvania, where she earned the Chartered Financial Consultant (ChFC®) designation and the Chartered Life Underwriter (CLU®) designation...

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