Finance

  1. Finance
pbo-advisory-group-announces-leadership-changes

PBO Advisory Group LLC, a leading advisory and outsourcing firm, has announced that Francesca San Diego is the firm’s new CEO. Founder Mike Ford, the former managing director of the firm, has transitioned to the role of president and founder. Jennifer Rebis, CPA will assume the role of chief f...

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lavine-lofgren-morris-engelberg-llp-elevates-erin-carlson-and-victor-shlionsky-to-tax-partners

The accounting firm of Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diego’s largest independent certified public accounting firm, announces that Erin Carlson and Victor Shlionsky were elevated to tax partnership roles effective Jan. 1, 2024. “The promotions of Erin and Victor to tax partners underscore th...

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lavine-lofgren-morris-engelberg-llp-names-brian-surratt-as-managing-partner

The accounting firm of Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diego’s largest independent certified public accounting firm, has elected Brian Surratt as managing partner. Surratt, a leader in tax and accounting, assumed the leadership role on Jan. 1, 2024. "Brian's business acumen and expertise in wor...

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lavine-lofgren-morris-engelberg-llp-promotes-philip-ventura-to-tax-manager

San Diego’s largest local accounting firm Lavine, Lofgren, Morris & Engelberg, LLP (LLME) announces that Philip Ventura was promoted to tax manager. Ventura is a CPA with nearly 10 years of experience providing income tax-related services to a wide variety of clients, such as high-net worth individuals, passthrough...

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rji-cpas-chairman-manuel-j-ramirez-elevated-to-president-of-dfk-usa-executive-committee

RJI CPAs, an international accounting firm based in Orange County, CA, proudly announces the elevation of Manuel J. Ramirez, CPA, MST, FABFA, to the role of President of DFK USA.

Ramirez will lead DFK USA in its efforts to support and grow DFK USA and the intern...

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international-tax-and-business-law-firm-hone-maxwell-llp-expands-into-asia

U.S.-based Firm to Provide Tax Law and Corporate Services From Singapore  Hone Maxwell LLP, a leading international tax and business law firm, is proud to announce the upcom...

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hone-maxwell-llp-announces-new-tax-attorney-hires-and-promotions

Hone Maxwell LLP, a leading San Diego-based international tax and business law firm, is proud to announce the addition of two new tax attorneys and the promotion of two seasoned professionals. The additions of Leslie Miranda and Kamile Schroyer, along with the promotions of Claudia Ignacio and M...

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lavine-lofgren-morris-engelberg-llp-welcomes-new-director-and-manager

The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP announced today that Bill Dempsey has joined the firm as tax director and Larisa Strijicova has joined as tax manager. Dempsey has more than 25 years of experience providing tax compliance and consulting services to medium-sized, closely held businesses and...

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manuel-ramirez-of-rji-cpas-named-board-treasurer-president-elect-of-dfk-usa

RJI CPAs is excited to announce the appointment of Manuel J. Ramirez as Treasurer and President Elect of the DFK USA Executive Committee. Ramirez was elected Treasurer and President Elect of the Board in 2023 and will be elevated to President in 2024.

DFK Intern...

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endeavor-bancorp-reports-net-income-of-755000-for-the-fourth-quarter-of-2022-and-5-58-million-for-the-year-2022

Endeavor Bancorp (OTCQX: EDVR) (the “Company,” or “Bancorp”), the holding company for Endeavor Bank (the “Bank”), today announced net income of $764,000 for the fourth quarter of 2022, compared to $1.28 million for the third quarter of 2022, and $1.56 million in the fourth quarter of 2021. The financial data pre...

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