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 services to mutual fund groups ranging from start-ups to those with over $20 billion in assets under management
• Tax planning and compliance issues specific to regulated investment companies
• Excise distribution reviews
• RIC Modernization Act compliance
• Tax provision and compliance procedures for the firm

RECENT PROJECTS:

• Change of control analysis and application of Section 382 for various mutual fund clients, including initial year returns and mergers
• Tax reporting for investments new to client fund groups including swaps, straddles/constructive sales, partnerships, trusts, futures and options
• Compliance for final year returns
• Tax compliance for high wealth individuals with complex investments

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Member, Ohio Society of CPAs and American Institute of CPAs
• University of Nebraska, B.S. in accounting

UP CLOSE:

• Resides near Plain City, Ohio
• Enjoys traveling, spending time with family and watching her sons’ ballgames