– 2010 –

Malin Bergquist scoopers and servers, left, at the Pressley Ridge "Ice Cream Fundae" event. Right: Official vote counters Travis Coble and Jeffrey Anzovino hoist the grand prize trophy to be awarded for the best ice cream flavor.

Aug. 28, 2010 - The firm sponsors a "scooping" team -- featuring the "Bowl-ful of Cherry" flavor - and serves as the official vote counter for the annual Pressley Ridge Ice Cream Fundae event at the Pittsburgh Zoo. Guests sample a variety of Hagan ice cream flavors at various stations throughout the zoo and vote for their favorite. In his congratulatory remarks, Pressley CEO Scott Finnell thanks the firm for its services as the organization's auditor.

CEO Jeffrey Deane congratulates the finalists of the Pittsburgh Business Times' "Pittsburgh 100" awards at the Duquesne Club

L-R: David Bluemling, Vin Halupczynski, Jeffrey Deane

Aug. 26, 2010 - For the fifth consecutive year, Malin Bergquist and its Closely Held Business Advisors group sponsor the Pittsburgh Business Times' "Pittsburgh 100" which honors the 100 fastest-growing, privately held companies in the region, at an awards ceremony in the city's Duquesne Club. CEO Jeffrey Deane announces the finalists in the categories of Professional Services and Manufacturing and presents the top awards in these categories to Justiceworks Youthcare Inc. and Extech/Exterior Technologies, Inc., respectively. Winners list.

Aug. 10-11, 2010 - Selected from among a national pool of nominees, manager Sean Kocan joins nine other accountants on the CPA Exam Passing Score Panel of the American Institute of Certified Public Accountants in Chicago. The panel reviews exam materials, evaluates candidate performance and recommends to the AICPA Board of Examiners a revised passing score on the audit and attestation portion of the revised Uniform CPA Exam. To be launched Jan. 1, 2011, the new exam will include a potentially revised passing score scale along with changes in content, format and structure.

Including for younger team members Rachel and Sarah, the Alle-Kiski Relay in New Kensington, PA is fun for all ages and celebrates how to stay well, get well, find cures and fight back. Right: organizers Kathy Deluzio (left) and Debbie Stickle.

Aug. 7-8, 2010 - At the leafy Memorial Park in New Kensington, PA, several scores of team members raise $4,246 in the Alle-Kiski Relay for Life benefitting the American Cancer Society, co-sponsored by Malin Bergquist Charities, Inc.  These funds, which have been matched by the firm, will be used for ACS cancer research. Sponsors of the firm's team include the Bert Insurance Group, Greensburg Shop 'n Save, Jeannette Bakery, Jeannette Distributing, Inc., Icee Co. and Persichetti's Restaurant. At right, pink hearts mounted to our pavilion bear the names -- in memory or in honor -- of loved ones stricken by the disease.

August 2010 - The YMCA of Greater Pittsburgh announces that a banner honoring the firm will be placed in its facility in Franklin Park, PA, saying: "Malin Bergquist's commitment to the Baierl Family YMCA's Campaign for Strong Communities banner program helps to support families in the community who would otherwise not be able to participate at the Y in family, social and wellness programs."

August 6, 2010 - Kathleen Hamilton is named to the planning committee for the "Ladies Only Luncheon" benefitting the Dr. Gertrude A. Barber National Institute in Erie. The luncheon will be held in November 2010, with proceeds to assist children with disabilities.

July 28, 2010 - At the annual team outing, Malin Bergquist holds a "state of the firm" meeting followed by an Erie Sea Wolves baseball game at Jerry Uht Park (above). Below, partner William Steger throws out the first pitch, while Chris Elliott and Brandon Exley take part in an on-field water balloon relay race.

Ryan Brosius, left, and Rebecca Dudenhoeffer (2nd from right) with Northwest Savings Bank's Jen Marz and Brian Vollmer at the July 26 Early Connections golf outing.

July 26, 2010 - With the firm as a co-sponsor, CPAs Rebecca Dudenhoeffer and Ryan Brosius play in the Seventh Annual Early Connections Golf Outing at the Lake View Country Club in Erie. Dudenhoeffer is treasurer of the board of Early Connections, which is a leader and innovator in the field of early childhood education and child care with services, expertise, advocacy and partnerships that promote developmentally appropriate practices to support children.

Above: Malin Bergquist's 100-plus, blue-shirted "Relay for Life" walkers at Fairview High School near Erie, raising $17K to benefit the American Cancer Society. Below, Carol Beach and Brandon Exley sport "Relay for Mike" shirts.

July 23-24, 2010 - Despite torrential rain and heavy lightning, more than 100 team members, family and friends participate in the firm's fifth annual "Relay for Mike" walk as part of the American Cancer Society's Relay for Life at Fairview High School near Erie. The effort, led by Malin Bergquist Charities Inc., raises nearly $17,000, including a firm match, to be used for cancer research. Sponsors include the Bert Insurance Group, Catering on Parade, Lake View Country Club and Bella Salon & Day Spa.

July 16, 2010 - Accountant Christopher Elliott is appointed to an Erie advisory panel of Athena PowerLink®, a non-profit organization providing professional advice to women-owned businesses. He joins the firm’s Ryan Brosius, who has served on the local panels for more than seven years. To qualify for assistance, companies must be at least 51 percent owned by a woman; in operation for at least two years; employ a minimum of two individuals; and generate annual revenues of $250,000 (manufacturing or retail) or $100,000 (services).

Clarence and Sandra Kearney with celebrity daredevil Robbie Knievel at the 2010 "Roar on the Shore" in Erie. Photos courtesy of the Manufacturer & Business Association.

July 15-17, 2010 - Malin Bergquist again is a sponsor of the Erie's Fifth Annual Roar on the Shore, one of the fastest-growing free motorcycle rallies in the nation, attracting more than 50,000 bikers and enthusiasts, and serving as a major fundraising event. This year's beneficiary is SafeNet-Children's Garden, providing sanctuary, support, education and advocacy for abused women and children. Partner Clarence Kearney -- a Harley owner who has been elected as chairman of the 2011 event -- and his wife Sandra Kearney (also a CPA at the firm) personally matched the firm's donation.

Malin Bergquist's Kaliszewski and Elliott take their best swats during "Take a Swing Against Breast Cancer" in Erie

L-R: sluggers Kuhn, Kaliszewski, Elliott and Steger

July 6, 2010 - With a team funded by a grant from Malin Bergquist Charities, Inc., the firm's William Steger, Christopher Elliott, Nick Kaliszewski and John Kuhn are one of the highest ranked squads competing in the annual "Take A Swing Against Breast Cancer" tournament at Erie's Uht Park, with all teams collectively raising $5,000 to benefit the Pennsylvania Breast Cancer Coalition. Together with the Pennsylvania Association of Community Bankers, the Coalition also holds charity home run derbies in all 11 of the state's minor league baseball stadiums to raise funds and public awareness for the cause.

July 2010 - The American Cancer Society's Western Region Newsletter profiles Malin Bergquist's "Division Corporate Excellence Award" and says: "The firm serves as an inspirational example of how a corporation can make a difference in the community through a 'hands on' approach to charitable work." Full text. More on Malin Bergquist Charities, Inc.

July 4, 2010 - The Erie Times names Ryan Brosius as its "Mover of the Week" for his election to a two-year term on the Pennsylvania Institute of Certified Public Accountant's Council. He is past president of PICPA's Erie chapter and in 2008-2009 was named to PICPA's "40 Under 40" class. He is an advisor for Athena PowerLink® and is a member of the alumni board at Penn State Behrend.

Serving at Catholic Charities' Heavenly Ice Cream Sandwich booth are, L-R: Chuck Anderson, Treasurer of Catholic Charities Board of Trustees; Sharon Deluzio; Bishop Brandt and Charles Deluzio

July 3, 2010 - Partner Charles Deluzio and his wife, Sharon, both of the Greensburg office, volunteer at the Catholic Charities Heavenly Ice Cream Sandwiches booth at the Twin Lakes Park Arts and Heritage Festival.  Chuck is President of the Catholic Charities of the Diocese of Greensburg Board of Trustees.

Deane

July 1, 2010 - After serving for three years as CEO of the Malin Bergquist accounting firm, David Bluemling turns over the reigns to Jeffrey Deane, who recently was unanimously elected CEO by the firm's partners. "Having spent the past nine years managing our firm, it's time for me to refocus more on my clients and to give opportunity to other young leaders," Bluemling said. "Jeff is ready for this position, and I look forward to assisting him while more directly helping my clients reach their goals." More.

June 2010 - The Pennsylvania CPA Journal publishes a guest column authored by Timothy Carfang entitled "IFRS and Small and Medium-Sized Entities." Full text.

June 11, 2010 - The Tax Group, led by partner Joseph Petrillo, issues its second e-newsletter, featuring "Understanding Key Tax Changes Under the New HIRE Act," "Employer Requirements to Offer Health Coverage in the Health Reform Legislation," and "Finnecy Elected to Represent PA on Prestigious Council of the American Institute of CPAs."  View.

June 1, 2010 - The firm adds industry specialist Dean Zerbe to the board of advisors of its national joint venture, the FD Alliance, comprised of Malin Bergquist and other top CPA firms in Atlanta, Chicago and Phoenix. Zerbe and Malin Bergquist’s Vincent Halupczynski will advise non-profit clients on how to avoid the risk of financial fraud at a time when loose internal control and governance processes have had devastating impact across the nation. For more than a quarter of a century, Zerbe has been active in congressional investigations of government waste, fraud and abuse, including serving as Senior Counsel and Tax Counsel on the Senate Finance Committee for Senator Charles E. Grassley (R-Iowa). More.

May 30, 2010 - The Erie Times News names partner William Finnecy as its "Mover of the Week" for his election to the Council of the American Institute of Certified Public Accountants. Link.

May 26, 2010 - Partner Vincent Halupczynski -- head of the firm's Non-Profit Organizations Group -- is elected to the board of directors of the John Kanzius Cancer Research Foundation in connection with our firmwide fight against cancer.

May 20, 2010 - The Pittsburgh Foundation names partner Stephen Heilman to its Professional Advisors Committee. The Pittsburgh Foundation is the 14th largest community foundation in the United States, improving the quality of life in the region by evaluating and addressing community issues, promoting charitable giving, and connecting donors to the critical needs of the community. More than 1,000 private funds are managed by the foundation, benefiting a wide variety of nonprofit organizations and community needs.

May 14, 2010 - Partner William Finnecy is elected to the Council of the American Institute of Certified Public Accountants (AICPA), as representative of the Pennsylvania Institute of Certified Public Accountants (PICPA). Among other responsibilities, he will help this primary strategic decision-making body -- governing the nation's 350,000 CPAs -- in making recommendations to Congress on measures to enhance U.S. financial reporting and taxation systems. Nominated to this post by PICPA, Finnecy is a past PICPA state nominations chair. More.

Jeffrey Deane welcomes guests to the German American Business Circle's 20th anniversary event in Pittsburgh.

May 4, 2010 - More than 120 attend the 20th anniversary celebration of the German American Business Circle featuring speakers Stephan Grabherr, Deputy Consul General for Germany, Bill Flanagan, Executive Vice President of the Allegheny Conference and Stephan Liozu, CEO of Ardex America, at Pittsburgh’s Hofbrauhaus. Malin Bergquist's Jeffrey Deane provides an opening greeting of welcome to the group. Deane and David Bluemling are governing members of the GABC.

May 4, 2010 - John Kuhn receives his designation as a certified public accountant (CPA) from the Pennsylvania State Board of Accountancy. Kuhn is a member of Malin Bergquist’s Forensic Accounting and Litigation Support and Not-for-Profit/Tax-Exempt Organization Groups. He holds a master’s degree in business and a bachelor’s degree in finance and accounting of St. Bonaventure University. The firm now has 49 accountants who hold CPA designations.

German American Business Circle's new website

April 30, 2010 - Co-sponsored by Malin Bergquist, the German American Business Circle launches a new website to tell the story in words and images about Germany’s significant Western Pennsylvania business presence. The new site is intended to educate the region about the impact of German companies operating here, and be an economic development resource to help the Allegheny Conference and Pittsburgh Regional Alliance in recruiting German and European companies to locate here. Link.

April 30, 2010 - Partner Vincent Halupczynski and his wife Ann are the host couple for the 9th Annual Spring Swing! at the Ambassador Center. The event benefits Erie Homes for Children and Adults Endowment Fund.

April 24, 2010 - CPA Timothy Carfang joins volunteers from the Pennsylvania Institute of Certified Public Accountants to assist the Pittsburgh Food Bank in distributing food to needy individuals at the Market House on the South Side.

April 23, 2010 - The firm's Public Company/SEC Group, led by partner Peter Kern, issues its second e-newsletter of 2010, featuring articles titled "Director Conduct in the Face of Corporate Insolvency" by guest columnist and lawyer  David Jaffe and "SEC Pushes Support for IFRS; New Health Care Law Hits Corporate Earnings; PCAOB Proposes Audit Standard on Communications." View. 

April 22, 2010 - Malin Bergquist issues the April 2010 edition of its Not-for-Profit/Tax-Exempt Organizations Group e-newsletter, produced by partner Vincent Halupczynski. Top headline articles include "Update on the Pennsylvania Charitable Organization Registration Statement – BCO-10" - "IRS Announces More Changes to Form 990 for Fiscal Year 2009" - "Medicaid Integrity Audits – Is Your Organization on the List?" - "IRS Announces 2010 Limits on Gifts or Services Provided to Donors" - and "National Experts Join Malin Bergquist’s Non-Profit Team in Atlanta, Chicago and Phoenix ." View.

April 20, 2010 - Manager Rebecca Dudenhoeffer has been elected First Vice Chair of Girl Scouts Western Pennsylvania, serving more than 40,000 girl members and encompassing 27 counties. Dudenhoeffer is a member of the firm’s Public Company/SEC Group and also serves not-for-profit and closely held business clients. Details.

April 20, 2010 - The firm releases its newly printed Annual Review 2009 for the third year in a row. Click for a printer-friendly copy (2.3 MB PDF file).

April 18, 2010 - The Erie Times-News quotes partner Jeffrey Anzovino in an article titled "Community College Plan's New Financial Projections Could Help Convince Doubters."  Full text.

April 16, 2010 - Partner Vincent Halupczynski is a celebrity dancer for the Catholic Charities Ball at the Bayfront Convention Center to benefit Catholic Charities of the Diocese of Erie Inc.

April 15, 2010 - Partner Jeffrey Anzovino presents the five year operating pro forma for the proposed community college to the Erie Growth Partnership at the Sheraton Erie Bayfront. Dr. Judy Miller, Project Coordinator of REthink Erie, presents the results of research regarding Pennsylvania community college demographics, budgets and financing.

April 13, 2010 - Partner William Finnecy discusses last-minute tax tips on the "News Makers" segment broadcast on WSEE-TV.  View broadcast.

April 6, 2010 - The Tax Group, led by partner Joseph Petrillo, issues its first e-newsletter, featuring "Understanding the 2010 Health Care Reform Legislation." View.

April 1, 2010 - Partner Vincent Halupczynski and his wife Ann participate in the Celebrity Bartender Spring Swing Kickoff fundraising event to benefit Erie Homes for Children and Adults. The event raised $1,700.  Brandon Woolslare is pictured on the home page of of Erie Homes for Children and Adults with a link to photos from the event.

March 28, 2010 - The Erie Times-News quotes partner Jeffrey Anzovino in an editorial titled "Our View:  Erie Can't Afford to Pass Up Community College."  Full text.

March 25, 2010 - Partner Jeffrey Anzovino is quoted by the Erie Times-News in a front page article titled "Study:  Local Taxpayer Cost for Erie Community College Could be $0." The article discusses the expense and revenue projections released by REthink Erie. View.

March 15, 2010- Peter Kern, head of the firm's Public Company/SEC Group, is mentioned in a front page story, "The Power of Association," in the Brainstorming newsletter of CPAmerica International, sent to 2,500 public accountants in 81 member firms across the nation.  More.

March 12, 2010 - In a front-page story, the Pittsburgh Business Times pictures and features Jeffrey Deane, head of the firm's International Businesses Group, and Stephan Liozu, CEO of Ardex America, in "Wanted:  Business Leaders to Promote Pittsburgh Abroad." Full text.

March 11, 2010 - Pictured in The Catholic Accent, a publication of Catholic Charities of the Diocese of Greensburg, partner Charles Deluzio presents Bishop Lawrence E. Brandt with a copy of Catholic Charities' latest annual report. Deluzio serves as President of Catholic Charities' Board of Trustees.

March 5, 2010 - The Pittsburgh Business Times quotes CEO David Bluemling in "Idea Mill Forges Ahead in Memory of its Late Co-founder," describing how Malin Bergquist adopted the fight against cancer as its signature charity after losing three team members to the illness. Full text.

CEO David Bluemling at the Pittsburgh Rotary Club describing the importance of German industry in the region

March 3, 2010 - CEO David Bluemling and Ardex America CEO Stephan Liozu make a presentation at the Rotary Club of Pittsburgh about the 20th anniversary of the German American Business Circle and its forward-looking vision for economic development.

March 2010 - Radio commercials featuring the firm's International, Public Company, Not-for-Profit/Tax Exempt Organizations and Closely Held Business Advisors groups begin to air on KQV-AM in Pittsburgh.

Feb. 18, 2010 - Malin Bergquist's Not-for-Profit/Tax Exempt Organizations Group, led by partner Vincent Halupczynski, hosts a seminar in Erie on internal controls over federal grants.

Feb. 17, 2010 - Together with The Community Foundation of Westmoreland County and the law firm of DeBernardo, Antoniono, McCabe, Davis & DeDiana, PC, Malin Bergquist hosts a seminar on "How to Avoid the Hidden Land Mines of the PA Act 141 Law Governing Your Endowment," led by Vincent Halupczynski, head of the firm's Not-for-Profit/Tax Exempt Organizations Group. Details.

Jan. 27, 2010 -The firm's Employee Benefit Plan Audit and Consulting Group, led by partner Vincent Halupczynski, releases the registration procedures for the new EFAST2 system. All plan administrators and sponsors will be required to register to facilitate the mandatory electronic filing of Form 5500. More.

Jan. 26, 2010 - In collaboration with The Nonprofit Partnership and Knox Law Firm, Malin Bergquist hosts a seminar at its Erie office entitled "How to Avoid the Hidden Land Mines of the PA Act 141 Law Governing Your Endowment," led by Vincent Halupczynski, head of the firm's Not-for-Profit/Tax Exempt Organizations Group. Details.

Jan. 15, 2010 - The firm's Public Company/SEC Group, led by partner Peter Kern, issues its first e-newsletter of 2010, featuring articles entitled "Is the PCAOB Unconstitutional?" by Cole Beehner and "Modernization of Oil and Gas Reporting." View. 

Jan. 8, 2010 - CPA Timothy Goldsmith, with more than two decades of public accounting and financial reporting experience, has been elected a partner of Malin Bergquist. Goldsmith oversees audits for clients in Northwest Pennsylvania and Ohio with annual revenues up to $200 million, in industries including distribution, construction, insurance, banking and not-for-profit organizations. His election is noted in the March 15, 2010 edition of the Brainstorming newsletter of CPAmerica International, sent to 2,500 public accountants in 81 member firms across the nation. More.

Jan. 4, 2010 - Malin Bergquist's Tax Group, led by partner Joseph Petrillo, issues a client letter regarding 2010 payroll tax rates.  Details.

Jan. 2010 - A full-page financial adviser guest column, authored by Vincent Halupczynski, partner and head of Malin Bergquist's Not-for-Profit/Tax-Exempt Organizations Group, and headlined "Why Nonprofit Organizations Need to Closely Monitor Endowment Income Distributions Under State Law," is published in the Erie Business Magazine of the Manufacturer & Business Association. Full text.

2009 news