Each month, we highlight our FICPA members' latest and greatest career achievements.
If you have good news you'd like to share about yourself, your firm or your employees and would like to be included in a future edition of CPAs in the Spotlight, please email email@example.com.
Here are the CPAs in the Spotlight from July:
AICPA 2021 Leadership Academy
Kathryn K. Horton, CPA, CMA, CIDA, CFE, was one of only 30 CPAs honored nationally by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s 13th graduating class. Kathryn was selected based on her exceptional leadership skills and professional experience for the four-day Leadership Academy program, which will be held October 25-28.
Kathryn is President of Kathryn K. Horton CPA PA, and is an industry leader in the use of data analytics, specifically using Caseware IDEA. Kathryn was the recipient of the 2017 North America IDEA User of Excellence Award and has presented on data analytics to both regional and national audiences, including the 2021 Annual Conference for the Institute of Management Accountants. Kathryn was recognized as a 2020 and 2019 National 40 Under 40 Honoree by CPA Practice Advisor, and is a current Board Member for the Florida Institute of CPAs (FICPA). Kathryn was recipient of the 2020 FICPA Emerging Leader Woman to Watch Award and is a graduate of the 2020 Florida TaxWatch Citizenship Institute. She is an active volunteer with Habitat for Humanity, Covenant House, HANDY, Project Downtown Fort Lauderdale and Firewall Centers.
The AICPA Leadership Academy was designed to strengthen and expand the leadership skills of promising young professionals while they network with a peer group of talented and motivated CPAs.
Berokwitz Pollack Brant
Rick Bazzani, Heath Standorf, Joanie Stein
Berkowitz Pollack Brant Advisors + CPAs today announced it has promoted three FICPA members to the position of associate director:
- Rick Bazzani, CPA, was promoted from senior manager to associate director of Tax Services, where he will continue to focus his practice on tax-efficient estate planning for individuals and business owners. Active in the Florida Institute of CPAs (FICPA) and the Estate Planning Council of Broward County, he holds a master’s degree in accounting and a bachelor’s degree in business administration from Stetson University in DeLand, Fla.
- Heath Standorf, CPA, advances to associate director of Tax Services, where he will continue to provide sophisticated tax consulting and compliance services to high-net-worth individuals, family offices and clients in the real estate industry. A member of the Urban Land Institute’s Young Leaders Group, he holds master’s and bachelor’s degrees in business administration from the University of Central Florida in Orlando, Fla.
- Joanie Stein, CPA, was promoted to associate director of Tax Services, where she provides tax accounting and estate and wealth planning services to real estate management and investment companies, high-net-worth individuals and closely owned businesses. A member of the FICPA and active in the National Multiple Sclerosis Society and Temple Beth Shalom of Miami Beach, she holds a master’s degree in taxation from the University of Florida in Gainesville, Fla., and a bachelor’s degree in business management from Tulane University in New Orleans.
“We are grateful for the hard work and commitment to client service that our firm members continue to display through the pandemic’s unprecedented disruptions to normal business operations,” said Joseph Saka, CPA/PFS, CEO of Berkowitz Pollack Brant Advisors + CPAs. “Our transition to remote work in March of 2020 did not impede our collaborative environment or our ability to continue honing our technical skills and growing client relationships.”
Thomas Howell Ferguson
Thomas Howell Ferguson P.A. CPAs, a professional accounting, assurance, tax, and consulting services firm headquartered in Tallahassee congratulates Christie Battles on joining the Board of Directors and the Finance Committee of the Second Harvest of the Big Bend.
Founded in 1982 as the Food Bank of Tallahassee, Second Harvest of the Big Bend began by picking up prepared and perishable food at local restaurants and grocery stores. In 1986, it joined America’s Second Harvest – the Nation’s Food Bank Network, now called Feeding America. Feeding America is a network of more than 200 food banks.
Christie is a Manager in the Assurance Services Department at Thomas Howell Ferguson P.A. CPAs. She is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).