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FGMK Announces Promotion of Audit and Tax Directors

Posted by : on : September 25, 2019 | 8:00 am

FGMK is excited to announce the promotion of new Directors to its Audit and Accounting Practice, and its Tax, Estate and Succession Planning, and State and Local Tax Practices.

We are a Firm built on extremely talented people, and we always encourage continuous growth through new roles, responsibilities, and opportunities. Please join us in welcoming the following people to their new roles in the FGMK Family.

Patrick Saliba was promoted from Senior Manager to Director in the Firm’s Audit and Accounting Practice. Patrick has nearly 10 years of experience providing assurance, accounting and business consulting services to closely-held and private equity-owned middle-market companies. His industry expertise includes manufacturing, distribution, technology, professional service firms, transportation and logistics companies and employee benefit plans.

Adam Handler was promoted from Senior Manager to Director in the Firm’s Tax Practice. Adam has over 10 years of experience providing tax planning, consulting, and compliance services to individuals, corporations, and partnerships. His industry experience includes broker-dealers, financial services, hedge funds, high-net-worth individuals, private equity, and real estate.

John Gibbons was promoted from Senior Manager to Director in the Firm’s Estate and Succession Planning Practice. John has over 20 years of experience providing planning and compliance services to high-net-worth individuals and fiduciaries in the areas of income, estate, and gift tax. He has consulted on the planning for numerous large gifts using sophisticated wealth transfer techniques for gift and estate tax purposes.

David McWilliams was promoted from Senior Manager to Director in the Firm’s Tax Practice. David has over 10 years of experience in tax compliance and planning. He primarily works with clients on issues of federal taxation of flow-through entities and their owners with a secondary focus on high-net-worth individuals.

Carolyn Puzella was promoted from Senior Manager to Director in the Firm’s State and Local Tax Practice. Carolyn has nearly 20 years of experience assisting clients with all aspects of multistate income tax as well as with the application of state sales and use tax to specific transactions and with sales and use tax planning. She has extensive experience in state partnership tax compliance and planning and leading both domestic and international teams.

Joshua Voice promoted from Senior Manager to Director in the Firm’s Tax Practice. Joshua has over 10 years of experience providing tax compliance and planning opportunities to a diverse client base. His experience includes working with high-net-worth individuals, family offices, family limited partnerships, private foundations, trust planning opportunities, and gift tax preparation.

About FGMK

FGMK is a leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations. FGMK is among the largest accounting firms in Chicago and one of the top ranked accounting firms in the United States. For 50 years, FGMK has recommended strategies that give our clients a competitive edge. Our value proposition is to offer clients a hands-on operating model, with our most senior professionals actively involved in client service delivery.

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