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– 2007 –
Dec. 9, 2007 - Staff accountant Lori Hetrick, Erie, is elected to serve on the board of directors of the Dafmark Dance Theater and Academy, an Erie-based contemporary dance company.
As TV cameras roll, Rep. Phil English gestures at the Dec. 8 press conference with firm partner William Finnecy (right). Dec. 8, 2007 - The Erie Times-News quotes partner William Finnecy, Erie, in a story based on his remarks at a press conference with U.S. Rep. Phil English (R-Pa.) warning taxpayers about potential delays in receiving tax refunds as a fallout from the Alternative Minimum Tax. In the congressman's press release, Finnecy says: “Congressional inaction on the AMT patch, a one year extension of expiring AMT tax breaks, has potentially left taxpayer refunds hostage for 2007 until it’s fixed, or worse requiring taxpayers to file amended returns after the filing season has begun because Congress subsequently decided at their convenience to fix it.”
Hamot Health Foundation article about the Kearneys Nov. 25, 2007 - Partner Clarence Kearney and his wife Sandra Kearney, both accountants with the firm's Erie office, are featured in a profile published by Hamot Health Foundation headlined "On the Road to Philanthropy." On Nov. 28, Clarence serves on the program faculty for "Year-End Financial Planning: Strategies for Physicians" at the Hamot Heart Institute. Nov. 20, 2007 - The Erie County Bar Association hosts a seminar for lawyers on "Selected Issues in Business Planning," where partner William Finnecy, Erie, speaks on choice of entity options as well as new business valuation standards issued by the American Institute of Certified Public Accountants.
Kathleen Hamilton, Donna Sampson and another team member Nov. 17, 2007 - Malin Bergquist serves as a co-sponsor of the "Ladies Only Luncheon" of the Dr. Gertrude A. Barber National Institute in Erie, with proceeds to benefit programs for children with disabilities. Nov. 15, 2007 - For the second straight year, chief marketing officer Mark Miner presents guest lectures to senior marketing students at the West Virginia University College of Business and Economics on the topic of “Tough Lessons in Real Life Marketing and Public Relations." November 2007 - Partner Clarence Kearney is elected to the board of directors and as treasurer of “Roar on the Shore,” Erie's annual motorcycle rally to be held July 17-20, 2008. Nov. 14, 2007 - Lindsey Richards has joined the firm. Click for details. Nov. 10-11, 2007 - Accounting supervisor Ryan Brosius, Erie, serves as alumni mentors for sophomore accounting students in the Eighth Annual Business Bridge, hosted by the Sam and Irene Black School of Business of Penn State Erie, The Behrend College. Nov. 7, 2007 - The Financial Standards Accounting Board (FASB) votes to defer the effective date of FIN 48 for all non-public entities to periods beginning after December 15, 2007. This action is a welcome response to a recent letter issued by the Private Company Financial Reporting Committee that recommended that FASB delay the effective date of FASB FIN 48. Nov. 7 , 2007 – Partner William Steger, Erie, gives an address to the Rotary Club of Erie about "Erie's Greatest Civil War Hero -- General Strong Vincent." Oct. 24, 2007 – Partner William Steger Erie, speaks on year end tax planning at the regional quarterly meeting of CPAPlusNetwork in Washington, PA. Oct. 24, 2007 – The Estate Planning Council of Pittsburgh hosts its third annual EPC Day, co-sponsored by Malin Bergquist, at the Duquesne Club. The event features remarks by EPC president and Malin Bergquist CEO David Bluemling and a two-hour presentation by nationally recognized speaker Conrad Teitell.
Pittsburgh -- host city for the 2008 CPAmerica Oct. 5, 2007 - Malin Bergquist is mentioned in two articles in the Pittsburgh Business Times' annual "Accountants" supplement, in a story about CPA firm merger trends and in a Q&A interview with CPAmerica International CEO Doug Thompson. Oct. 2, 2007 - The firm co-sponsors the German American Business Circle's "Oktoberfest" celebration at the Penn Brewery in Pittsburgh's Troy Hill, including a tour of the facilities.
CPAmerica article featuring Peter Kern Oct. 1, 2007 - Malin Bergquist partner Peter Kern is pictured on the front page of CPAmerica International's Brainstorming newsletter in a story headlined "Cooperative Engagement: Four CPAmerica Firms Share Big Success," profiling the firm's work with CPAmerica member firm SF & Co. for the initial public offering of their mutual client Rex Energy Corporation. Oct. 1, 2007 - Director of estate services Albert Isacks, Erie, begins his appointment to the Trust, Estate and Gift Tax Technical Resource Panel of the American Institute of Certified Public Accountants for the 2007-2008 year beginning in October Oct. 1, 2007 - Partner Vincent Halupczynski, Erie, is named to the Finance Advisory Committee of the Lake Shore Country Club. Sept. 28, 2007 - CPA Mitchell Kalkhof, an auditor with the firm's Erie office, has obtained his designation as a certified fraud examiner (CFE). He also has been appointed to the Employee Benefit Plan Committee of the Pennsylvania Institute of Certified Public Accountants (PICPA). Click for more. Sept. 27, 2007 – Tax supervisor Ryan Brosius, Erie office, speaks at a continuing education seminar for the Northwest Pennsylvania Insurance Auditors Association on the taxability of non-traditional compensation (fringe benefits) and employee vs. independent contractor rules. Sept. 13, 2007 - Malin Bergquist co-sponsors "A Night at the Museum," a private preview of the new Dinosaurs in Their Time exhibit at the Carnegie Museum of Natural History, in cooperation with the British American Business Council, Pittsburgh Region. Click for details. Sept. 10, 2007 - CPA Ryan Brosius joins the firm's Erie office. He formerly was an accounting manager for CPA firms in Erie, PA and Raleigh, NC, where he was responsible for preparing and reviewing tax returns and financial compilations, reviews, forecasts and projections. Earlier, he was controller for Evans Capital Management in Erie. Brosius serves as Secretary for the Erie Chapter of Pennsylvania Institute of Certified Public Accountants, is the financial advisor for the Athena Powerlink Panel, and is a member of the Penn State Behrend Alumni Board. Sept. 1, 2007 - David Bluemling, CEO of Malin Bergquist, has been elected president of the Estate Planning Council of Pittsburgh. He will serve as the Council’s president for the 2007-2008 year. The Council is a premier professional association for estate planners, advisors and consultants in the Pittsburgh region. Aug. 31, 2007 - Partner Peter Kern is quoted in a Pittsburgh Business Times article, headlined "Precision Seeks $80.5M in IPO," on current perceptions by large institutional investors in initial public offerings. Click here for more.
David Bluemling, left, presents a Pittsburgh 100 Aug. 23, 2007 - Malin Bergquist co-sponsors the Pittsburgh Business Times' annual "Pittsburgh 100" awards honoring the 100 fastest-growing privately held companies in the Western Pennsylvania region. CEO David Bluemling makes remarks and presents the award for fastest-growing manufacturing company to CardiacAssist CEO Michael Garippa. Aug, 2007 - The firm issues a detailed summary of the new Statement on Auditing Standard (SAS) 112. Click here for more. Aug. 16, 2007 - The firm hosts a CPE workshop, "Compliance in Action: The Sarbanes-Oxley Act of 2002," in conjunction with EDGARfilings, Ltd. The workshop is held at Duquesne University in Pittsburgh. Click here for more. Aug. 3, 2007 - The firm reports the passing of its beloved partner and friend, Michael Bergquist, following a courageous 13-month battle with brain cancer. His family has requested that those interested in honoring his memory should please send donations to The Michael Bergquist Educational Trust or the Erie Zoo. Click here for more. Aug. 3, 2007 - Erie CPA firm Diefenbach Delio Kearney & DeDionisio merges with Malin, Bergquist and Company, LLP, one of Erie’s oldest and largest CPA firms. This is Malin Bergquist’s second major merger of the year, and since the start of 2007 the firm has doubled in size. The firm now has 18 partners and 53 employees in Erie. Click here for more. July 25. 2007 - Rex Energy Corporation completes a rollup and initial public offering, with Malin Bergquist serving as its independent registered public accounting firm. Click here for details. May 2007 - The firm issues a summary of newly issued Statements on Auditing standards -- SAS 102 through SAS 112. Click here for more. March 2007 - Malin Bergquist promotes Peter Kern to partner. Click here for more. Feb. 26, 2007 - Partner William Finnecy, Erie, is interviewed on Erie's WJET-TV 24 about 2006 tax deductions and credits. Feb. 23, 2007 - Lori Hetrick, Staff Accountant in Erie, publishes an article in Duquesne University's Non-Profit Leadership Institute E-Newsletter, on the newly issued Statement of Audit Standard 112. Click here for the full text . Feb. 19, 2007 - Malin Bergquist announces the appointment of Timothy Goldsmith to the position of audit manager for the firm. Click here to read the press release. Jan. 2007 - Malin, Bergquist announces that Dan Scott have joined our team. Click here for more. Pittsburgh roller-blading and Warhol Museum photographs copyright Pittsburgh Post-Gazette, 2003, all rights reserved. PNC Park photograph copyright Adam Green, 2003. Used with permission courtesy of the Pittsburgh Regional Alliance.
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