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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...

Rehmann, one of the nation’s leading financial services firms, is building on over a decade of growth in the Florida region as it expands into the Jupiter market, having combined with Lamn, Krielow, Dytrych & Co. (LKD). LKD has served the Southeast Florida market for nearly 50 years. This combination brings together two dynamic companies in the financial services industry, leveraging the proven strengths of each...

The IRS reminded employers that the due date for filing Forms W-2, Wage and Tax Statement, and Form W-3, Transmittal of Wage and Tax Statements, for their employees for calendar year 2018 is January 31, 2019. Those who hire contract workers and have to file Form 1099-MISC must also file by January 31, 2019.The deadline makes it easier for the IRS to verify income that individuals report on their tax returns and helps prevent fraud. The Service also reminded employers to verify employees’ information and ensure that the company’s account information is current and active with the Social Security Administration before January...

Rehmann announced today that it has entered a business combination with Troy-based Desmon & Creighton, PC (D&C), effective December 1, 2018. This combination provides access to a broader network, resources and operational expertise for one of the nation’s top accounting firms. Founded in 1978, D&C provides tax, consulting and accounting services to automobile dealerships primarily. That portfolio is set to grow notably with Rehmann’s own accounting and specialty services added to the mix, as well as its wealth management, technology and corporate investigation offerings...

The IRS just issued new proposed regulations and a Revenue Ruling clarifying the application of the new provisions for Qualified Opportunity Funds (QOFs), a tax incentive initiated as part of the new tax law. QOFs offer a significant tax saving opportunity for longer term investors who recognize capital gains. The highly anticipated regulations clarify that any type of gain treated as a capital gain on a taxpayer’s tax return now qualifies for the election. Elections can be made by individuals, partnerships, C-corporations, S-corporations and some trusts...

In recognition of their outstanding commitment and leadership, both to the CPA profession and communities, three Rehmann associates were honored at the 2018 Michigan Association of CPAs (MICPA) Awards. The awards honor individuals within the accounting profession that have exemplified excellence through dedication, leadership and service. More than 60 CPAs were honored this year. Liz Ziesmer, CPA, CBA received the Women to Watch Experienced Leader Award in recognition of her significant contributions to the public accounting profession, her community and the overall advancement of women...

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