Standing Ovation program recognizes CPAs for contributions to PFP


Seven CPAs under the age of 40 were recognized under the Standing Ovation program for their contributions to personal financial planning.

The contributions to the profession made by this group of CPAs include implementing new technology to help bring their firms into the future; volunteering their financial planning services nationally and locally; raising over $1 million for charity; and mentoring fellow CPAs and young accounting students via public speaking, online tutorials, and in person. Recipients must also be 40 years old or younger, maintain an active CPA license, be an AICPA member in good standing, and hold the Personal Financial Specialist (PFS) credential.

This year's recipients are:

  • Rod Dooley, Dooley and Company LLC, Lexington, S.C.
  • James Eaton, SC&H Group, Sparks, Md.
  • Lindsay Glassman, Landmark Wealth Management, Amherst, N.Y.
  • Sebrina Ivey, GHP Investment Advisors Inc., Denver
  • Kristopher Miller, Lexington Financial Life Management LLC, Culleoka, Tenn.
  • Zach Thies, Creative Planning, Overland Park, Kan.
  • Geoffrey Tran, Tolleson Wealth Management, Dallas

SPONSORED WHITE PAPER

Preparing the statement of cash flows

This instructive white paper outlines common pitfalls in the preparation of the statement of cash flows, resources to minimize these risks, and four critical skills your staff will need as you approach necessary changes to the process.

RESOURCES

Keeping you informed and prepared amid the COVID-19 crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.