We are pleased to announce the following promotions of team members in July, adding strength to our management teams in audit and tax services. Congratulations to you all!
Thea Edolsa – Senior Audit Associate to Supervising Senior
Joe Li – Audit Manager to Senior Audit Manager
Andy Ou – Tax Supervisor to Tax Manager
Lena Xu – Tax Manager to Senior Tax Manager
Selena Zheng – Senior Tax Associate to Tax Supervisor
This month, we welcomed Pallavi Raju as a Senior Audit Associate and Shelby Michels as an Audit Associate.
This month, we welcomed Eina Mazariegos as a Supervising Senior for the audit department. Eina brings six years of audit experience from her previous firm, four of those as a supervising senior auditor.
As our team continued to work from home, LvHJ scheduled some virtual events, including BINGO and weekly trivia! Virtual social events are a fun way to keep our team connected!
LvHJ’s team has been working remotely over more than a month in keeping with stay-at-home orders in California. We are closely following Gov. Newsom’s plan to ease restrictions in a few weeks, but rest assured that we are on call to help you with individual, business and not-for-profit questions by email or phone.
Join us in congratulating Amanda Lee, administrative associate, for six years with LvHJ! She joined us as an accounting temp during busy season in 2014 and now spends most of her time assisting our audit department.
We are happy to welcome Vicky Liu as a new Senior Audit Associate, Tracy Qiao as a new Tax Associate, Nivedha Srinivasan as a new Audit Associate and Jason Zhuang as a new Audit Associate.
Celebrating work anniversaries are Crisanto Francisco, Principal, with 17 years at LvHJ; and S. Scott Seamands, Partner, with 40 years at LvHJ. We are grateful for your skill and leadership.
Many of us got together for Happy Hour in February to kick off busy season. We try to have a monthly gathering like this to remind ourselves to balance play with work!
To augment our tax team leadership and gear up for the upcoming busy season, LvHJ added a number of new staff and interns. We are pleased to welcome new Senior Tax Managers Amy Woldemar, CPA, and Yvonne To, CPA. We also welcome Senior Audit Associates Aubrey Sarfati and Stevie Liu. Our new associates include Jin Kim, Audit Associate; Nicole Gao, Audit Associate; Logan Williams, Audit Associate; and Naishal Chokshi, Tax Associate.
LvHJ is also fortunate to have several new audit interns, including Sean Ly, Silvia Zhang, Robby Roekman and Leonard Lew.
We held an Affordable Housing Roundtable with a good response of virtual attendees. We discussed Change in GAAP for 2019 and the IRC Section 168(h) election. If you would like to hear more about these topics, contact Scott Seamands or Stan Woo. We have been doing these interactive sessions since the 1990s, and have evolved with technology to ensure we meet our audience where they are.
We celebrated in our new San Francisco office for the holidays with great food and fun games.
LvHJ attended the 30thanniversary celebration of BKR International as part of its Worldwide Meeting in Los Angeles. LvHJ is an independent member firm of this top international accounting association, offering a variety of resources to our clients.
LvHJ has moved its office to 301 Howard St., Suite 850, in San Francisco. We designed an open space concept with ergonomic and tech upgrades for the team. The building has an amenity lounge, a gym with shower rooms, 24/7 security, and easy access to public transportation.
LvHJ recently published a groundbreaking national report, the 2019 Affordable Housing Employee Benefits Survey. The survey polled leading and emerging affordable housing organizations on the full range of their benefit offerings, noting that this type of competitive data is not easily available to the affordable housing sector. View the report.
LvHJ is proud to congratulate Scott Smith, CPA and Joe Huie, CPA on their promotions. Effective January 1, 2018 Scott Smith was promoted to partner and Joe Huie was promoted to principal. Learn more about Scott and Joe.
We are proud to welcome new managers to our Tax and Audit teams. To learn more, visit https://lvhj.com/about/leadership/.
LvHJ Partner, S. Scott Seamands, CPA, shares techniques to clarify your unique story for lenders, investors and state and federal agencies. Improved financial transparency supports understanding and future access to capital.
We were honored to be awarded the Firm of the Year award from BKR International at the 2017 Americas conference. This award is based on overall results from the annual Americas Region survey.
April 2017 issue of LvHJ Insights, entitled “How to Prepare Compelling Audit RFPs”
March 2017 issue of LvHJ Insights, entitled “Charitable Giving in 2017: Not All Donations Are Equal,” launched.
February 2017 issue of LvHJ Insights, entitled “Tax Deductions For Your 2016 Tax Returns – Charitable Contributions,” launched.
February 2017 issue of LvHJ Insights, entitled “STRENGTH MATTERS® Financial Statement Disclosures Sample #11 – Subsequent Events,” launched.
Accounting Today, one of the top industry publications, quoted Scott Seamands, Partner, in the latest special report, entitled “Working with nonprofits – Their complexity is your opportunity.”
January 2017 issue of LvHJ Insights, entitled “STRENGTH MATTERS® Financial Statement Disclosures Sample #10 – Special Transactions,” launched.
January 2017 issue of LvHJ Insights, entitled “Prevent Identity Theft by Filing Your Tax Return Early,” launched.
LvHJ is pleased to announce that Crisanto Francisco, CPA has been promoted to the position of Principal, effective January 1, 2017. Please join us in congratulating Crisanto and check out “Q&A with Crisanto Francisco: LvHJ’s New Audit Principal” to get to know him more!
LvHJ hosted its annual holiday party at the office. Please check out our Facebook page for a photo album!
December 2016 issue of LvHJ Insights, entitled “Tips For Your Year-End Audit,” launched.
LvHJ and the California Department of Housing and Community Development (HCD) co-hosted an exclusive Northern California workshop in Oakland. Attendees obtained the latest updates from the state agency and practical training and best practices from LvHJ for the upcoming audit season and beyond.
December 2016 issue of LvHJ Insights, entitled “IRS News: New January 31 Deadline for W-2 Filing,” launched.
LvHJ and the California Department of Housing and Community Development (HCD) co-hosted an exclusive 2-day Southern California workshop in Santa Ana. Attendees obtained the latest updates from the state agency and practical training and best practices from LvHJ for the upcoming audit season and beyond.
November 2016 issue of LvHJ Insights, entitled “2017 Inflation Adjustments Impacting Tax Benefits & Retirement Plans,” launched.