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RKL News

Posted on: March 21st, 2017

RKL Announces New Hire in Tax Services Group

Christian P. Pasquali, CPA, Manager in RKL's Tax Services Group

PRESS RELEASE

YORK, PA (March 21, 2017) – RKL LLP today announced that Christian P. Pasquali, CPA, has joined the firm as a Manager in its Tax Services Group, where his primary focus will be assisting clients with trust, estate and gift taxation matters.

With more than 15 years of public accounting experience, Pasquali brings a strong background in business, individual and nonprofit tax matters and compliance to RKL. He has experience serving a variety of industries, including real estate, construction and contracting, transportation, healthcare and nonprofits.

Pasquali is a Certified Public Accountant in Pennsylvania, and is a member of both the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). He holds a B.S. in Accounting from Messiah College.

Pasquali lives in Loysville, PA. He enjoys high school and college football and wrestling, and outdoor activities with his family.

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Posted on: March 16th, 2017

RKL Partner Recognized Among Lehigh Valley’s “Women of Influence”

Laurie M. Peer, CPA, CFP®, has been named one of Lehigh Valley Business' 2017 “Women of Influence."PRESS RELEASE

WYOMISSING, PA (March 16, 2017) – RKL LLP today announced that Lehigh Valley Business has named Laurie M. Peer, CPA, CFP®, one of its 2017 “Women of Influence,” in recognition of her professional achievements, leadership qualities and community involvement.

Peer serves as Executive Vice President of the firm’s investment advisory subsidiary, RKL Wealth Management LLC, where she leads the advisor group, steers client service focus and heads up business development efforts. She also assists clients and their families with individual tax planning and compliance as a Partner in RKL’s Tax Services Group.

“We’re proud to see Laurie recognized among the Lehigh Valley’s most accomplished and influential female leaders,” said RKL CEO Edward W. Monborne. “She is well-respected and trusted by colleagues and clients alike, and is deeply invested in improving her community.”

Peer has 25 years of specialized experience in individual taxation and financial planning. She joined RKL in 1992 and was named Partner in 2012. She played an integral role in the creation and growth of RKL’s investment advisory services, most recently blending the advisor team and developing an integrated service model when RKL united its two previous subsidiaries under the RKL Wealth Management name in January 2016.

An active member of the Berks area business community, Peer belongs to the Reading Chapter of the Pennsylvania Institute of Certified Public Accountants and serves as Board Member and Treasurer for the Berks County Estate Planning Council. She is equally engaged in philanthropic causes, currently serving as a Board Member, Treasurer/Secretary and Planning Giving Committee Member for the United Way of Berks County. Peer is a longstanding supporter of Altrusa International Inc. of Reading-Berks PA, where she co-chairs the group’s literacy efforts and takes part in volunteer events as a member of its women’s service club.

Peer holds a B.S. in Accounting from the Pennsylvania State University. She resides in Alsace Township with her husband, Alan, and their two sons, Ben and Adam.

The Lehigh Valley Business “Women of Influence” awards program recognizes 25 female leaders in the Greater Lehigh Valley for their contributions to their companies, industries and communities. Peer and her fellow recipients will be honored at a ceremony on Wednesday, May 10 at Cedar Crest College in Allentown. Click here for more information on LVB’s Women of Influence program.

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Posted on: March 13th, 2017

RKL Continues Rise Among Nation’s “Top 100” CPA Firms

RKL rises to the 65th slot on Accounting Today’s 2017 Top 100 firms, and retains the rank of 14th largest CPA firm in the Mid-Atlantic. Regional professional services leader climbs two spots on annual Accounting Today list

PRESS RELEASE

LANCASTER, PA (March 13, 2017) – Thanks to its sustained growth and expanding capabilities, RKL LLP continues its rise among the nation’s leading CPA firms. Industry publication Accounting Today ranked RKL 65th on its “2017 Top 100 Firms” list, two spots higher than the previous year’s position.

RKL claimed the 65th spot due to its 9.12 percent growth, which also helped the firm retain its ranking as the 14th largest in the Mid-Atlantic region.

“Success at RKL means seizing more opportunities to serve our clients’ evolving needs and help them tackle new challenges,” RKL CEO Edward W. Monborne said. “This national ranking speaks to the trust our clients place in us as their strategic business advisors.”

RKL launched its 2020 Strategic Plan in early 2016 to outline the firm’s roadmap for continued growth and relevance. The strategic planning exercise set the tone for 2016 as another year of innovation and expansion for RKL. The firm emerged as a leading provider of risk management services for financial institutions, credit unions and businesses in the Mid-Atlantic with the October 2016 acquisition of Radnor, PA-based GTM Risk Management, which now operates as RKL Risk Management LLC.

2016 also saw the continued expansion and development of RKL’s advisory services lineup, uniquely positioning the firm to assist clients with complex challenges related to workforce management, mergers and acquisitions, business valuations for financial reporting and performance improvement. The firm also delivers business software, IT support and networking solutions to clients through its IT subsidiary, RKL eSolutions, which most recently expanded its nationwide footprint with the acquisition of Boston-based Sage reseller Baesis, Inc.

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Posted on: March 1st, 2017

RKL Names Four Partners to Firm Wide Leadership Positions

PRESS RELEASE

LANCASTER, PA (March 1, 2017) – RKL LLP today named four partners to service line leadership positions. Steven E. Fisher, CPA, has been named Audit Services Group Leader; Robert M. Gratalo, CPA, MST, has been named Tax Services Group Leader; Bethany A. Novis, CPA/ABV, CVA, CFE has been named Business Consulting Services Group Leader; and James H. Ostrowski, CPA, has been named Small Business Services Group Leader.

“Our focus on a service line approach is a key strategy identified in RKL’s 2020 Strategic Plan,” RKL CEO Edward W. Monborne said. “Our cross-firm operational structure will allow the service line leaders to develop approaches to hiring, growth, performance and innovation that benefit the entire firm.”

In their newly defined roles, Fisher, Gratalo, Novis and Ostrowski will be responsible for the leadership, growth and management of their respective service lines. Working in collaboration with partners from across the firm, RKL’s industry group leaders and firm management, each service line leader will drive efforts related to service offerings, client satisfaction, workforce development and quality control.

audit manufacturing distribution reading pa

Steven E. Fisher

In addition to his new role of Audit Services Group Leader, Steven E. Fisher, CPA, will continue to oversee operations for RKL’s Reading office as its Managing Partner. He joined RKL in 2011, and for more than 25 years he has served the accounting and auditing needs of family owned businesses as well as private equity and venture capital-backed companies. Fisher is an active member of the firm’s Manufacturing & Distribution Industry Group, due to his deep industry expertise and experience serving these privately owned commercial clients. He holds a B.S. in Accounting from Penn State University, and resides in Bernville with his wife.

Robert Gratalo CPA York PA

Robert M. Gratalo

Robert M. Gratalo, CPA, MST, most recently led the Tax Department in RKL’s York office. Since joining RKL in 2011, his focus has been on providing tax and business advice to privately held businesses in a variety of industries and their owners. With more than 20 years’ experience in public accounting, Gratalo helps clients resolve issues, tackle challenges and seize opportunities in areas like mergers and acquisitions, entity structure, tax accounting method optimization, succession planning, tax credit utilization, depreciation and capital recovery, business sales and divestitures and more. He earned a B.S. in Accounting from Elizabethtown College and a M.S. in Taxation from Widener University. Gratalo lives in York with his wife and three children.

Bethany A. Novis, CPA/ABV, CVA, CFE, partner in RKL’s Business Consulting Services Group

Bethany A. Novis

Bethany A. Novis, CPA/ABV, CVA, CFE, is a highly credentialed consultant with 25 years’ experience in fraud and forensic accounting, business valuation, risk management and litigation services. Since joining RKL in 2000, she has assisted clients with technical and sensitive matters including reconstruction of financial records, employee theft investigation, damage calculations for litigation purposes and valuation of stock for gifting, buyouts and marital settlement. Novis also served as Managing Partner of RKL’s Lancaster Office from 2011 to 2016. She holds a B.S. in Accounting from Indiana University of Pennsylvania, and resides in Lancaster with her husband and son.

James H. Ostrowski

James H. Ostrowski

James H. Ostrowski, CPA, is responsible for driving firm wide growth and managing client service and team member development for RKL’s Small Business Services Group. Throughout his more than 30-year career in public accounting with RKL, Ostrowski has experience serving the tax and assurance needs of clients in various industries including trucking, construction, wholesale, retail and service companies. He holds his B.S. in Accounting from Drexel University and resides in Lancaster with his wife.

 

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Posted on: February 15th, 2017

RKL Announces New Hire in Business Consulting Services Group

Ryan P. Hurst, ASA, Manager in RKL's Business Consulting Services GroupPRESS RELEASE

WYOMISSING, PA (February 15, 2017) – RKL LLP today announced the hiring of Ryan P. Hurst, ASA, as a Manager in its Business Consulting Services Group. Based in the firm’s Wyomissing office, Hurst will perform valuations and related consulting services for clients in a wide range of industries throughout RKL’s Central and Eastern Pennsylvania footprint.

Hurst’s expertise includes conducting valuations for gifting and estate planning purposes, employee stock ownership plans (ESOPs), business purchases and sales, buy/sell agreements, fair value accounting and GAAP reporting (ASC 805 and 350), litigation support for shareholder disputes and strategic alternatives analyses.

An Accredited Senior Appraiser (ASA), Hurst brings 13 years’ experience in valuation, investment banking and consulting to RKL, including several years at major investment banks and a top 25 public accounting firm. He serves on the Board of the Berks County Estate Planning Council, and is a member of the Estate Planning Council of Central Pennsylvania. Hurst is also a member of the ESOP Association and National Center for Employee Ownership (NCEO).

Hurst received his B.S. in Business Administration with a concentration in Accounting and Finance from Shippensburg University. He is a member of the Greater Reading Young Professionals and the Philadelphia chapter of the GF Network. Hurst is an avid runner, cyclist and Ironman triathlon finisher. He resides in Sinking Spring with his wife, Kristen, daughters, Sadie and Kallie, and dog, Joey.

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Posted on: December 12th, 2016

RKL’s 2016 Tax/A&A Seminar Offers Timely Regulatory and Economic Insights

Amidst significant upcoming regulatory changes and a shift in the political landscape, RKL provided timely updates and valuable insights to nearly 500 tax and accounting professionals and financial executives from across the region at the latest installment of its annual Tax and A&A seminar last week.

The full-day educational and networking event, held at the Lancaster County Convention Center on Tuesday, December 6, offered attendees to gain valuable continuing professional education credits and engage with RKL experts and regional business leaders.

This year’s agenda was packed with important guidance to help attendees prepare for major regulatory changes on the horizon like lease accounting, revenue recognition and government accounting standards. RKL tax experts also previewed the potential impact political changes in Washington D.C. could have on personal and business taxation. In a timely keynote address, noted political historian and commentator Dr. G. Terry Madonna examined the current presidential transition as well as the political dynamic in the nation and the Commonwealth.

Attendees enjoyed a variety of trivia and drawings throughout the day, with lucky winners taking home prizes ranging from local retail and restaurant gift cards to an Amazon Echo and a vacation voucher. Guests and RKL team members concluded the robust agenda with a cocktail reception that gave everyone a chance to toast the holiday season. The RKL team thanks all the presenters and attendees of the 2016 installment of one the most-anticipated educational and networking events in the region.

RKL team members and guests enjoy the breakfast networking session before the event gets underway.

RKL team members and guests enjoy the breakfast networking session before the event gets underway.

 

RKL CEO Ed Monborne kicks off the agenda with welcome remarks.

RKL CEO Ed Monborne kicks off the agenda with welcome remarks.

 

RKL Tax Partner Rob Gratalo offers insights into potential tax legislation in the post-election era.

RKL Tax Partner Rob Gratalo offers insights into potential tax legislation in the post-election era.

 

Attendees take in the Business Tax Update session presented by RKL Partner Tom Kauffman.

Attendees take in the Business Tax Update session presented by RKL Partner Tom Kauffman.

 

RKL’s State and Local Tax Practice Leader Jason Skrinak updates the audience on the latest state tax developments.

RKL’s State and Local Tax Practice Leader Jason Skrinak updates the audience on the latest state tax developments.

 

Dr. G. Terry Madonna’s keynote address examined the recent presidential election outcome.

Dr. G. Terry Madonna’s keynote address examined the recent presidential election outcome.

 

Audit Manager Nick Hoefel presents the latest on changes in lease accounting regulations.

Audit Manager Nick Hoefel presents the latest on changes in lease accounting regulations.

 

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Jill Gilbert, partner in RKL’s Audit Services Group, discusses upcoming changes to government accounting standards, including the accounting treatment of other post-employment benefits.

RKL Audit Partner Mark Zettlemoyer continues the government update with a focus on the Right to Know law and tax abatement disclosures.

RKL Audit Partner Mark Zettlemoyer continues the government update with a focus on the Right to Know law and tax abatement disclosures.

 

RKL Audit Partner Jim Pruzinsky, who also emceed the program, closes out the agenda with an update on revenue recognition.

RKL Audit Partner Jim Pruzinsky, who also emceed the program, closes out the agenda with an update on revenue recognition.

Posted on: November 9th, 2016

RKL Names Myers to Partnership

RKL LLP today announced that G. Scott Myers, CPA, CSEP, will be admitted to the firm’s partnership, effective January 1, 2017. PRESS RELEASE

YORK, PA (November 9, 2016) – RKL LLP today announced that G. Scott Myers, CPA, CSEP, will be admitted to the firm’s partnership, effective January 1, 2017.

“We are pleased to welcome Scott to the RKL partnership in recognition of the instrumental role he plays in RKL’s success and the consistently outstanding service he delivers to his clients,” said Edward W. Monborne, RKL CEO.

Currently a manager in RKL’s Tax Services Group, Myers provides individual and fiduciary tax services for high net worth individuals and their families. He also serves many closely held businesses in a wide variety of industries.

Myers is a member of the firm’s Real Estate Development & Construction Services Group, helping to develop strategies to better meet the needs of this industry, and is actively involved in RKL’s Estate and Trust Planning Group, aimed at staying on the cutting edge of issues affecting clients. He joined RKL in 2012, bringing with him more than 13 years of tax accounting experience. 

Myers is a 2011 graduate of the Leadership York program, a board member of the York County Estate Planning Council and a 2015 recipient of the Central Penn Business Journal’s “Forty Under 40” award.

He is an active participant in several community benefit organizations, including Big Brothers Big Sisters of York & Adams Counties and Leg Up Farm. Myers is a graduate of Lebanon Valley College and resides in York with his wife and three daughters.

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Posted on: November 1st, 2016

“Ask Ed: The Firm, the Team and the Future” Video

Today, our firm officially adopts the RKL LLP name. In the video below,  CEO Ed Monborne discusses the firm’s evolution, his pride in RKL’s dedicated, community-minded team and what to expect in our next chapter.

 

Ask Ed: The Firm, the Team and the Future from RKL on Vimeo.

Posted on: November 1st, 2016

Reinsel Kuntz Lesher Rebrands Under Streamlined “RKL”

Reflects the firm’s evolution from traditional CPA firm to professional services leader

Reinsel Kuntz Lesher Rebrands Under Streamlined “RKL”PRESS RELEASE

LANCASTER, PA (November 1, 2016) – Reinsel Kuntz Lesher LLP (RKL), Certified Public Accountants and Consultants, today announced that it has adopted the legal identity of RKL LLP, effective November 1, 2016. Already widely referenced and recognized as RKL in the marketplace, the firm formalized the RKL name as it continues to pursue geographic growth and diversification.

“The RKL brand represents the future of the firm. Over the years, the RKL name has become synonymous with innovation, outside-the-box thinking and cutting edge capabilities, and we plan to continue to build and expand that reputation through our entrepreneurial approach and instinct for emerging demand,” said RKL CEO Edward W. Monborne.

In the 11 years since the firm’s founding, the firm has earned regional and national recognition for its exceptional growth. Since 2005, RKL has doubled its workforce, achieved average annual growth in double digits, launched four specialized subsidiaries, expanded its presence coast-to-coast and earned national accolades from Accounting Today, Inside Public Accounting and other industry media.

“We are incredibly proud of our history and of the people who have made this firm who are today. I truly believe the best days for this firm are yet to come, and I look forward to working alongside our talented and dedicated team to write the next chapter in the firm’s history as RKL,” Monborne said.

The legal name change underscores the significant growth and innovation taking place at RKL. As the challenges facing its clients increase in complexity, RKL has strategically expanded its capabilities and expertise in areas like operational process improvement, transaction advisory services, software implementation and networking, state and local taxation and HR consulting.

Most recently, RKL positioned itself as a leading provider of risk management services for financial institutions, banks and credit unions in the Mid-Atlantic with its October 1 acquisition of Radnor, Pennsylvania-based GTM Risk Management, now known as RKL Risk Management. Focused on helping financial services organizations reduce risk, RKL Risk Management offers internal audit, compliance and information technology audit services, all of which complement RKL’s existing risk management practice.

The official name change to RKL LLP also brings the firm into consistency with its portfolio of four subsidiaries: RKL Wealth Management, an investment advisory firm; RKL eSolutions, an IT consulting firm; RKL Capital Advisors, an investment banking firm; and RKL Risk Management.

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Posted on: October 26th, 2016

RKL Firm Rebrand Video

Over the years, the RKL name has become synonymous with innovation, outside-the-box thinking and cutting edge capabilities. Officially rebranding to the RKL name represents that legacy of excellence, our current wave of innovation and the unlimited possibilities that await all of us.

Moving into the future united under the RKL name, we look forward to expanding that reputation through our entrepreneurial approach and instinct for emerging demand. We have a lot to celebrate at RKL, and the video below demonstrates how our collective values and qualities make a strong foundation for where we’re headed together.

RKL Firm Rebrand from RKL on Vimeo.

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