Swenson Advisors Celebrates 25th Anniversary

On Friday July 21st the regional CPA firm Swenson Advisors LLP held its 25th Anniversary GALA Lunch at the Westin Carlsbad Resort & Spa. Scores of clients, alums, employees and spouses, and community leaders attended this special event.

The 2-hour program included a Look to the Past and to the Future for this top 25 CPA firm in San Diego. Though competing with Comic-Con and Opening Day at the Del Mar races… the audience was highly entertained with music, videos, and great content.

Dr. Melanie Burkholder, representing the Carlsbad City Council, awarded the Swenson Advisors firm and its Swenson Children’s Foundation a special Citation recognizing their accomplishments.

Swenson has become a National Thought Leader in Lease Accounting, with several publications in the “Journal of Accountancy” and is responsible for the implementation of the new lease accounting rules for thousands of leases on six continent.… Read More

Integra International Announces the Appointment of Carolina Pérez de Aguinaga as AAANZ Board President

London, UK (June 20, 2023) – Integra International is pleased to announce the appointment of Carolina Pérez de Aguinaga as Board President for the AAANZ Regional Chapter (North and South America, Asis, Australia, and New Zealand). The election took place in May at Integra’s AAANZ Regional Conference. 

Carolina started in the world of accounting at an early age, joining one of the big 4 when she was 20. This provided Carolina the unique opportunity to obtain a deep understanding of the intricate workings of tax compliance and finance in the world of large international corporations.

After a 9-year tenure, at her post in both Mexico and the US, Carolina decided it was time to begin the next chapter in her professional career and she joined a boutique firm, Salgado Accounting and Tax, located in Guadalajara Mexico.… Read More

Announcing New Member, KL Associates in Kuala Lumpur, Malaysia

Integra International is very pleased to announce the admittance of a new member, KL Associates in Kuala Lumpur, Malaysia.

KL Associates (AF1525) is a dynamic team of Chartered Accountants specializing in the provision of Assurance Services, Compliance Taxation And Business Advisory Services headquartered in Kuala Lumpur, Malaysia. They are registered in The Malaysian Institute of Accountants, and a member of professional bodies of The Malaysian Institute of Certified Public Accountants (MICPA), Chartered Tax Institute Malaysia (CTIM), and ACCA to name a few.

Mr. Alvin Lau is a Chartered Accountant by profession and a member of the Malaysian Institute of Accountants and the Malaysian Institute of Certified Public Accountants. He is also a member of the Chartered Tax Institute of Malaysia. Mr Lau started his professional career with the public accounting firms of Touche Ross International 1986 and merged with Arthur Anderson & Co, and subsequently in 1991 with Moores Rowland until 1993.… Read More

Announcing New Member, Export Tax Management, Inc. in Charleston, South Carolina, USA

Integra International is very pleased to announce the admittance of a new member, Export Tax Management, Inc. in Charleston, South Carolina, USA.  Established in 2009, the firm has one partner and one professional staff.

Export Tax Management is a boutique international tax firm that focuses solely on the Interest Charge – Domestic International Sales Corporation (IC-DISC), a federal income tax incentive for exporters within the United States.

Mr. Paul Ferreira is founder and president and Export Tax Managgement. He is the main contact for Integra International and can be contacted at [email protected] and +1 (843) 459-7801.

 

Paul is a Certified Public Accountant in the United States with 25 years’ experience. He started his career in public accounting at Price Waterhouse Coopers in International Tax, and specialized in federal tax incentives for exporters in the United States. … Read More

Announcing New Member, WILL Corporate Services SAC in Lima, Perú

Integra International is very pleased to announce the admittance of a new member, WILL Corporate Services SAC in Lima, Perú.

WILL Corporate Services SAC (WILL) was established in 2013. The firm has 2 partners and 5 professional staff.  WILL is a consulting firm specializing in accounting outsourcing, financial and tax consulting, human resources management, and price transfer studies (PT). Industries they serve include Telecommunications, Mining, Engineering Design and Technology.

WILL is committed to the growth of their national and international clients, giving them excellent, personalized service of highest professional quality to meet their needs.  

To learn more about WILL Corporate Services SAC visit the firm website or view their Integra profile.… Read More

Announcing New Member, Gravitas Business Solutions Limited in Port of Spain, Trinidad and Tobago

Integra International is very pleased to announce the admittance of a new member, Gravitas Business Solutions Limited in Port of Spain, Trinidad and Tobago, W.I.  Established in 2016, the firm has 3 partners, 9 professional staff and 7 paraprofessional staff.

Gravitas is a new age business solutions advisory service provider founded by Trevor Nicholas Gomez, Jimmy Beharry and Scott Hilton-Clarke. The founders have a combined 71+ years’ experience in solving complex financial and business problems for CEOs of public companies, large corporations, startups, and small and medium businesses.  Gravitas strives to contribute to growth and survival of the region by partnering and supporting our entrepreneurs. 

 

 

 

To learn more about Gravitas Business Solutions Limited visit their website or their Integra Member Profile.… Read More

Announcing New Member, Klug Counsel PLLC in Washington D.C., United States

Integra International is very pleased to announce the admittance of a new member, Klug Counsel PLLC in Washington D.C., United States.

Klug Counsel was established in 2021. The firm has 2 partners, 3 directors and 7 professional staff.  Klug Counsel strives to achieve optimal results for clients through close collaboration of professionals across integrated fields including tax, finance, accounting, private wealth planning, and legal.  Their services include tax, accounting, private equity and venture capital formation and advisory, domestic, and international business consulting, mergers and acquisitions, trust and estate planning, and specialized private fund administration.  Their goal is to provide comprehensive, efficient, and professional service through one coordinated team.

Klug Counsel is particularly suited to provide sophisticated tax planning and structuring for federal, state, and international taxation to corporations, partnerships, private equity funds, nonprofits, individuals, and family offices.… Read More

Kim Beare of FMD Awarded Firm Manager of the Year by CPAFMA

Birmingham, Mich. – Kim Beare, Firm Administrator at Fenner, Melstrom & Dooling, PLC in Birmingham, MI is the 2022 recipient of the CPA Firm Management Association’s (CPAFMA) prestigious Firm Manager of the Year Award (FMAward), which honors senior level firm managers who have significantly impacted their companies.

Selection criteria for the FMAward focus on leadership, strategic impact on the firm, and the contribution and oversight of programs that contribute to overall growth, profitability, and fostering employee-friendly company culture.

“Fenner Melstrom, & Dooling is a great company to work for. I learn a lot from my involvement with CPAFMA that I’ve been able to bring back ideas and implement to make our firm stronger.” In addition to her role as Firm Administrator, she assists the FMD partners on the Management Committee, which is responsible for strategic planning.… Read More

In Memory of Richard Purcell (Oct 10, 1945 – March 11, 2022)

Richard passed away peacefully at home with family at his side after living with Parkinsons and Leukemia. He is survived by Bertha and his two sons, Ian (Alana) and Glen (Portia) and grandchildren Ethan, Isaac, Seneca, Henry and Evie.

After graduation from Beaconsfield High School (QC) in 1963, Richard attended Sir George Williams University. Following the first year of classes he went west to the Banff Springs Hotel for the first of his five summers there and returned to Montreal. He later transferred to Bishops University (Lennoxville, QC) and then graduated with a Business Administration degree in 1969. He had great success with the varsity basketball being part of the championship team in 1967 then captain and MVP in 1969.

After graduation from Bishops he married Bertha and moved west to Vancouver where he started his career as a Chartered Accountant.… Read More

Changes Related to the Employee Retention Tax Credit (ERC)

The original Coronavirus Aid, Relief and Economic Security Act (CARES Act) signed into law on March 27, 2020 did not allow employers to both obtain a Paycheck Protection Program (PPP) loan and claim the ERC. The Consolidated Appropriations Act, 2021 signed into law on December 27, 2020, provides an important modification to the CARES Act, now allowing eligible employers to claim the ERC available to the eligible companies in 2021. Read More