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 issues for hedge funds and investment advisors
• Income and estate tax issues for business owner clients of our related firm, Cohen & Company, Ltd.; Partner-in-Charge of the Tax Department

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Advisory board member, Case Western Reserve University Accounting Department
• Treasurer, Leadership Akron
• Vice Chair Talent, Great Akron Chamber
• Member, Ohio Society of CPAs, American Institute of CPAs, Akron Tax Club, and Akron Tax and Estate Planning Council
• Featured in Taxation for Accountants and Taxation for Lawyers; contributed articles to The Tax Advisor and Inside Family Business
• Frequent speaker at various tax institutes, seminars, and on radio and television programs
• Cleveland State University, J.D.
• University of Cincinnati, M.S. in taxation
• Case Western Reserve University, B.S.

UP CLOSE:

• Former collegiate basketball player; formed the Cleveland Area CPA Basketball League
• Inducted into the inaugural class of the Distinguished Alumni Hall of Fame at West Geauga High School
• 2004 CWRU Accounting Alumnus of the Year
• Graduate of Leadership Akron and Leadership Ohio
• Participates in many sports activities, enjoys home improvement projects, and has an extensive collection of license plates dating back to 1906