Overview

Tony Bakale, CPA

Chris Bellamy, CPA

Marcy Conklin, CPA

Maura Corrigan, CPA

Aly Cottam, CPA

Lisa Downing, CPA, MSA

Brett Eichenberger, CPA

Kerry Gubics, CPA

Stephanie A. Hanayik

Keith Klodnick, CPA

Michael Kolk, CPA, MS, JD

Julie Lowry, CPA

Chris MacLaren, CPA

Peggy McCaffrey, CPA

Mike Meckstroth, CPA

Shelly Nahrstedt, CPA

Patricia Piteo, CPA

Mark Schikowski, CPA

Rob Velotta, CPA, MT

Beth Whitmer, CPA

MY FOCUS:

• Tax work for mutual funds
• Review of tax provisions, excise calculations and tax returns
• Taxation of alternative investments
• Client base includes large series trusts with multiple funds to individual funds

RECENT PROJECTS:

• Implemented provisions from the RIC Modernization Act
• Conducted tax work for large series trust involving multiple funds
• Consulted with small mutual fund just starting as the first in a series trust
• Reviewed client calculations before merger

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Member, American Institute of CPAs and Ohio Society of CPAs
• Ohio University, M.S.A. in accounting with a specialization in tax
• Ohio University, B.B.A. in accounting and business pre-law

UP CLOSE:

• Enjoys spending time with her husband and three kids
• Loves vacationing anywhere warm