Standing Ovation program recognizes CPAs for contributions to PFP and IMTA


Eleven young CPAs received Standing Ovation awards, which recognize professional achievement in personal financial planning (PFP), business valuation, and forensic accounting, and in information management and technology assurance (IMTA).

The 2020 PFP Standing Ovation recipients, all of whom hold the PFS credential, are:

  • Nathan Byers, BMO Wealth Management, Madison, Wis.
  • Drew Digby, TrustCore, Brentwood, Tenn.
  • Conner Kolodge, Cherry Tree Wealth Management, St. Louis Park, Minn.
  • Shane Mason, Brooklyn FI, Brooklyn, N.Y.
  • Joshua Morris, Strategic Financial Planning, Plano, Texas

The 2020 IMTA Standing Ovation recipients, all of whom hold the CITP credential, are:

  • Phyllis Amdur, E*TRADE, Arlington, Va.
  • Marisa Doras Bayoro, Tuba Group Inc., Dacula, Ga.
  • Julien Marais, KPMG, Côte Saint-Luc, Quebec
  • Dean Papadopoulos, KPMG, Forest Hills, N.Y.
  • Jon Powell, Moore Colson CPAs & Advisors, Atlanta
  • Kevin Wang, Warren Averett LLC, Birmingham, Ala.

SPONSORED REPORT

Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

RESOURCES

Keeping you informed and prepared amid the coronavirus 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.