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– 2008 –
December 2008 - The Business Magazine of Erie's Manufacturer & Business Association publishes William Finnecy's article, "Mediation and Arbitration: An Attractive Alternative to Financial Litigation." Click for a reprint. Nov. 18, 2008 - The firm announces that it has promoted accountants, including Mitchell Kalkhof, Leah Straub and Christine Wilhelm. Click for details. Nov. 11, 2008 - For the third straight year, chief marketing officer Mark Miner pesents a series of guest lectures at the College of Business and Economics at West Virginia University on the topic of “Tough Lessons in Real Life Marketing and Public Relations." Nov. 11, 2008 - Malin Bergquist team members relocate from the firm's former Grandview Boulevard office into its main office on West 8th Street. Click for details. Nov. 10, 2008 - Malin Bergquist's Tax Group releases its annual year-end tax planning letter. Click for details.
Nov. 7, 2008 - In an editorial, Pittsburgh Business Times editor Lauren Lawley Head launches Philanthropy Inc., an online community where not-for-profit organizations present wish lists on how a contribution from the business community would deliver big returns. She highlights Malin Bergquist's signature charity, the American Cancer Society initiative to deliver children's cancer books to libraries and schools in Western Pennsylvania. Writes Head: "The Malin Bergquist program impressed me for two reasons. It provided an outlet for the firm's employees to rally together and honor former colleagues. But just as importantly, it illustrated how one organization ... can fill a specific need in the community." Click for the full text. Nov. 3, 2008 - Malin Bergquist hosts a one-day "Federal Tax Update" seminar, led by Douglas Stives, CPA, of Wiss & Co., one of New Jersey’s largest CPA firms. He is a director of the American Tax Policy Institute and the Academy of Finance and is past president of the New Jersey Society of CPAs.
Oct. 28, 2008 - Three accountants have joined Malin Bergquist -- they include staff accountant Daniel Rajakovich, senior accountant Brian Swantek and staff accountant Brandon Woolslare. Click for more. Oct. 15, 2008 - The firm adds a Financial Calculators page to its website for use by clients and friends of the firm. Oct. 17, 2008 - Partner Peter Kern is mentioned in a Pittsburgh Business Times article headlined “Credit Crunch Isn’t Hitting Home Yet, But Now Is Time to Prepare.” Click for more. Oct. 1, 2008 - Manager Travis Coble is elected secretary/ treasurer of the Cranberry Township chapter of BNI, the world's largest business and professional referral organization.
Sept. 16, 2008 - Partners Jeffrey Deane and Steven Heilman make a presentation on international financial reporting standards to the Erie Chapter of the Financial Executives Institute (FEI). September 2008 - Supervisor Ryan Brosius is named to "40 Under 40: PICPA Members to Watch," by the Pennsylvania Institute of Certified Public Accountants, for demonstrating his commitment to the accounting professional through active involvement in PICPA committees and programs. He is profiled in the fall issue of the Pennsylvania CPA Journal as a member of the Executive Committee and Operations Committee of PICPA's Erie Chapter.
September 2008 - The Business Magazine of the Manufacturer & Business Association in Erie publishes an article by partner Jeffrey Deane, "International Manufacturers Need to 'Mind the GAAP," describing how the United States may adopt international financial reporting standards (IFRS) by 2013. Click for a reprint. Sept. 5, 2008 - The firm releases an executive summary entitled "Key Tax Changes in the American Housing Rescue and Foreclosure Prevention Act of 2008," authored by partner William Finnecy of the firm's Tax Group. September 2008 - Radio commercials featuring the firm and its Not-for-Profit, Employee Benefit Plan Audit and Forensic and Valuation Services groups begin to air on KQV-AM in Pittsburgh. Aug. 28, 2008 - Partner Jeffrey Deane head of the firm's International Businesses Group, authors an executive summary, IFRS: Roadmap Toward Global Financial Standards. The paper analyzes the differences between U.S. Generally Accepted Accounting Procedures (GAAP -- which have become increasingly complex with many rules and exceptions -- and International Financial Reporting Standards (IFRS) -- which are a high-quality, principles-based framework far less cumbersome to apply. Aug. 27, 2008 - Director of estate services Albert Isacks is re-appointed for a second term on the Trust, Estate and Gift Tax Technical Resource Panel of the American Institute of Certified Public Accountants for the 2008-2009 year beginning in October. Aug. 22, 2008 - Partner Craig Moffatt is quoted extensively in a Pittsburgh Business Times article headlined "Hospital Investors Await Answers," explaining how healthcare providers estimate future revenues from Medicare, Medicaid and commercial insurers.
ceremony, Business Times editor Lauren Lawley Head singles out and congratulates the firm for making a $2,000 donation to the American Cancer Society's book project in the names of all of the 100 finalist companies. John Garlow, president of Ford Business Machines -- the fastest-growing retail-wholesale-distribution business -- donates an additional $1,000 to the book fund. At the event, held at Pittsburgh's venerable Duquesne Club, three firm clients and affiliates are honored as Pittsburgh 100 finalists -- Jenlor Integrations, Inc., Online Stores Inc. and Cottrill, Arbutina & Associates, PC. Deluzio and partner Joseph Petrillo are pictured on the Business Times website. Winners list.
Aug. 13, 2008 - Partner William Finnecy is interviewed at length on WJET-TV in Erie about the nation's financial literacy crisis and the "Feed the Pig" campaign which is encouraging 40 million Americans age 25 to 34 to take control of their personal finances. The campaign is sponsored by the AICPA, PICPA and Advertising Council. Click to view the clip.
August 2008 – The Business Magazine of the Manufacturer & Business Association in Erie publishes "Reap the Benefits of a Quality Retirement Plan Audit," authored by partner Vincent Halupczynski, with assistance from audit supervisor Rodney Coburn, of the firm's Employee Benefit Plan Audits group. Click for a reprint.
June 22, 2008 - Bill Flanagan, president of the Pittsburgh 250 Commission and executive vice president of the Allegheny Conference on Community Development, interviews CEO David Bluemling on WPXI-TV to promote the upcoming national CPAmerica International conference. Also appearing on the segment is CPA Robert Kollar, director of the Master of Accountancy Program at Duquesne University's Palumbo-Donahue School of Business, to discuss how the Pennsylvania Institute of Certified Public Accountants is addressing the shortage of talent in the field. In concluding the interview, Flanagan thanks Bluemling "for stepping up and showing the leadership to bring them here." May 22, 2008 - The firm's Employee Benefit Plan Audit Group releases comment on the Department of Labor's proposed safe harbor rule for the timely remittance of employee contributions to small pension and welfare plans. The proposed rule, published in the Feb. 29, 2008 edition of the Federal Register, provides for a safe harbor of seven business days for “small plans” to remit employee deferral contributions. DOL previously had been reluctant to provide any type of safe harbor for the timely remittance of employee contributions so this development is a relief to the many stakeholders of employee benefit plans across the country. May 13, 2008 - Partner Vincent Halupczynski speaks on "The Art and Science of Financial Oversight for Non-Profit Organizations," a forum hosted by The Nonprofit Partnership, held at the Gertrude Barber National Institute in Erie. May 8, 2008 - The firm's Employee Benefit Plan Audit Group distributes an advisory to clients and friends entitled, The Importance of Internal Controls in Financial Reporting and Safeguarding Plan Assets, developed by the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants. Full text.
May 5, 2008 - Partner William Finnecy is interviewed by Congressman John Evans (R-Crawford/Erie Counties) on a televised Pennsylvania House of Representatives broadcast about the nation's financial literacy crisis.
April 13, 2008 - In its annual finance supplement, the Erie Times-News publishes an article by Albert Isacks, director of estate services, on "Estate Planning for Unmarried Couples."
April 2008 - The article "How to Reap the Most from Professional Advisers: Fail to Plan, Plan on Failing," co-authored by Ryan Brosius, is published in the Business Magazine of the Manufacturers Association of Northwestern Pennsylvania. Click for a reprint.
April 2008 - Partner Clarence Kearney, Erie, is profiled in the "Member Spotlight" of the Pennsylvania CPA Journal on how he has translated his love of motorcycling into a leadership role with the "Roar on the Shore" community event in Erie in June. Full article.
March 28, 2008 – Chief marketing officer Mark Miner is pictured and quoted, along with the Hon. Judge Joy Flowers Conti of the U.S. District Court for the Western District of Pennsylvania in a major feature article, "U.S. District Court Portrait Collection Nearly Complete," published in the Lawyers Journal of the Allegheny County Bar Association. Click for a reprint. March 17, 2008 - The firm announces that it has promoted several individuals -- including Lisa Altschaffl (to senior accountant) and Lori Hetrick (senior accountant). Click for more. March 2008 - The firm's tax partners issue two substantive updates for clients -- "Forthcoming Government Rebate Checks" and "Business Incentives in the Economic Stimulus Act of 2008." March 2008 - Radio commercials featuring the firm and its International, Public Company and Closely Held Business Advisors groups begin to air on KQV-AM in Pittsburgh. Feb. 21, 2008 - Shu Lun Pan CPA Co. Ltd., the fifth largest CPA firm in China, renews its membership with Malin Bergquist's worldwide certified public accounting firm network, CPAmerica International. Click for more. Feb. 15, 2008 - The Pittsburgh Business Times quotes CEO David Bluemling in a story about how niche services are driving CPA firm recruiting across the entire industry. Full story. Feb. 1, 2008 - CEO David Bluemling is quoted in the Pittsburgh Business Times about the advantages for small businesses in using traditional CPA firms rather than retail tax preparation franchises. Click for more.
Feb. 1, 2008 - Partner Clarence Kearney's article, "Will 2008 Bring Higher Tax Rates for Americans?", is published in Business Magazine of the Manufacturers Association of Northwest Pennsylvania. Jan. 24, 2008 - The firm's International niche, led by partner Jeffrey Deane, co-sponsors "A Night in Celebration of Robert Burns," hosted by the British American Business Council at the Pittsburgh Athletic Association. Click for details. Jan. 7, 2008 - Partner Peter Kern, leader of the firm's Publicly Held Companies niche, makes a presentation to the Institute of Internal Auditors, Pittsburgh Chapter, on "Going Public - the Rex Energy Story."
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July 17-20, 2008 – More than 30 Malin Bergquist employees volunteer during the four-day 
March 2008 – The firm issues its inaugural Annual Review 2007, featuring the highlights of the past year in which the firm doubled in size with two mergers, and more formally established its niche specialty practices and regional office network. Click for the 
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