MEDCOC BR January 2024 FINAL

Chris Hughes (San Francisco, Calif., Financial Services Practice) . Hughes provides financial statement audit services for various financial institutions, primary mortgage companies, public and privately held community banks, credit unions and other specialty lenders. Kyle Krzyznieski (Spokane, Wash., Financial Services Practice) . Krzyznieski manages financial statement audits and consulting engagements for publicly traded and privately held companies in the financial services industry. Jeff Norman (Dallas, Texas, Health Care Consulting Services) . Norman is responsible for managing relationships with hospitals and health system organizations nationally and primarily focuses on provider reimbursement enterprise solutions within the firm’s full suite of health care services. Kyle Pennington (Dallas, Texas, Health Care Consulting Services) . Pennington manages crucial relationships with client hospitals and major corporate hospital systems, offering client- focused guidance around growth and provider reimbursement enterprise solutions. Ryan Petrucelli (San Francisco, Calif., Due Diligence Services) . Petrucelli advises private equity and corporate clients on mergers, acquisitions and divestitures. He performs buy-side and sell- side financial due diligence, including quality of earnings and quality of revenue analysis, net working capital analysis and financial modeling. Jesse Proctor (Tacoma, Wash., Transportation & Logistics Practice) . Proctor provides corporate audit, review, transaction, and consulting services for public, private equity-backed and private entities with a focus on the transportation and logistics industries. Ayman Soliman (Orange County, Calif., Construction Practice) . Soliman delivers assurance and consulting services to middle-market clients in the construction, professional services, and manufacturing and consumer products industries. Kyle Sund (Portland, Ore., Tax Credits & Incentive Services) . Sund assists clients with asset-related tax planning and helps them assess the impact of tangible property regulations on their business.

Lisa Swartos (Seattle, Wash., Real Estate Practice) . Swartos advises real estate clients in all phases of audits, reviews and other attestation engagements, as well as in employee benefit plans. Angie Vannatta (San Diego, Calif., Real Estate Practice) . Vannatta provides tax compliance and planning services to closely held businesses and individuals, strongly focusing on family-owned real estate. Lu Zhang (Silicon Valley, Calif., International Tax Services) . Zhang provides international inbound and outbound tax planning and consulting for multinational companies, with a focus on cross- border investment, mergers and acquisitions, supply chain design, tax treaty analysis and transfer pricing planning. THE NEW MANAGING AND EXECUTIVE DIRECTORS ARE AS FOLLOWS: Sharon Glenn (Seattle, Wash., General Counsel) . Glenn provides strategic input to executive leadership, manages the firm’s legal department, and oversees a wide variety of legal matters. Shane Griffiths (Seattle, Wash., State & Local Tax Services) . Griffiths primarily assists public and privately held clients with state and local tax matters—audits, refund requests, tax planning and structuring, and letter rulings—and provides insight on multistate income and franchise tax. Michael Chmelik (Denver, Colo., M&A Tax Services) . Chmelik focuses on the planning, structuring and modeling related to partnership formations, restructurings, acquisitions and dispositions of interests, and allocations. Stephanie Melton (Albuquerque, N.M., Private Clients Practice) . Melton works in all areas of tax preparation and primarily focuses on individual, estate and trust preparation and planning. Gus Mesmer (Seattle, Wash., Tax Services) . Mesmer oversees the firm’s selection and implementation of tax technologies, design of tax processes, and their impacts on risk management. Jose Romero (Seattle, Wash., M&A Tax Services) . Romero advises and represents corporate and private equity clients in a variety of tax matters related to corporate transactions. n

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February 2024 | The Business Review

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