Rothstein Kass Announces Five Key Promotions As Firm Continues to Expand

Share Article

Four New Principals Among Appointments, Reinforcing Commitment to Retaining Top Talent

Rothstein Kass (http://www.rkco.com), a leading national professional services firm, today announced the promotions of five high-profile team members, including new principals Miri Forster, Sabrina Ho, Peter Kehrli and Jay Shepulski, and senior director Kevin Sasz. The promotions demonstrate Rothstein Kass’ ongoing commitment to attracting and retaining top talent as the firm continues to expand its expertise and global footprint.

“Our ability to attract and retain top talent is key to expanding our leadership position as we build our expertise and global footprint,” said Steve Kass, Co-CEO and Co-Managing Principal at Rothstein Kass. “We have continually been recognized among the ‘best places to work’ both inside and outside our industry and we pride ourselves on creating a great culture where top-notch professionals can build fulfilling careers. All of the individuals we have promoted are knowledgeable and passionate professionals who have not only enhanced our culture but are consistently counted on to provide trusted leadership to both clients and staff. We are excited to recognize their contributions to the firm’s success.”

Ms. Forster, who leads the firm’s national tax controversy practice and Mr. Shepulski, an audit principal, are based in Rothstein Kass’ New Jersey office. Ms. Ho, a tax leader in the firm’s family office group, and Mr. Kehrli, a leader in the firm’s venture capital practice, are both based out of the San Francisco office. Mr. Sasz, a senior director in the firm’s tax practice, is based in New York.

Biographies:

Miri Forster leads the National Tax Controversy practice at Rothstein Kass. With almost 20 years of IRS practice, procedure and controversy experience, Ms. Forster regularly represents domestic and multinational corporations, TEFRA partnerships and high-net-worth individuals before the IRS Examination and Appeals Divisions. She successfully obtains penalty abatements, resolves IRS account issues and represents clients with private letter ruling requests.

Ms. Forster is a member of the New York, New Jersey and District of Columbia bars and the American Bar Association Section of Taxation. She holds a Master of Laws degree (LL.M.) in taxation from Georgetown University Law Center, a Juris Doctor from New England School of Law and a Bachelor of Arts degree in economics from Brandeis University.

Sabrina Ho, CPA, MST specializes in providing tax compliance and consulting services to high-net-worth individuals and family offices and serves as a tax leader in the firm’s Family Office Group. She has extensive experience advising on complex issues relating to investments in private equity, venture capital and hedge funds, real estate investments, closely-held businesses, multi-state income matters, estate planning and charitable giving. Her clients include fund managers, real estate investors, film/television producers, business owners and executives.

Ms. Ho is a certified public accountant in California, a member of the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA). She earned a Bachelor of Arts degree in economics and a minor degree in business administration from the University of California, Berkeley and a Master of Science degree in taxation from San Jose State University.

Peter Kehrli, CPA is a leader in the firm’s venture capital practice, specializing in audit and tax services for domestic and offshore alternative investment vehicles, specifically venture capital funds, funds of funds and related investment funds. He assists clients with the implementation and maintenance of proper accounting procedures and internal controls. He also reviews and provides commentary on fund documents. After fund formation, he provides ongoing consultation regarding organizational structure, the audit process and operational and tax matters.

Mr. Kehrli is a member of the California Society of CPAs (CalCPA) and the American Institute of Certified Public Accountants (AICPA). He is a certified public accountant in California. He holds a Bachelor of Science degree in accounting and economics from the University of California, Santa Barbara, where he was also active in community outreach programs.

Jay C. Shepulski, CPA provides audit, accounting and business advisory services to domestic and international clients in both publicly traded and privately held sectors. Mr. Shepulski is heavily involved in Rothstein Kass’ SEC practice, primarily consisting of small and mid-sized registrants. He has in-depth knowledge and experience related to registration and reporting under the Securities Act of 1933 and the Securities Exchange Act of 1934, interpretation and implementation of regulations governing filing requirements, researching and resolving SEC issues through communications with the SEC's Division of Corporation Finance and navigating the evolving issues and requirements of the public reporting landscape.

Mr. Shepulski is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). He is also an active member of the Association for Corporate Growth (ACG). He is a graduate of the University of Scranton with a Bachelor of Science degree in accounting.

Kevin Sasz, CPA oversees tax issues and consults on a variety of trading strategies, including straddles, constructive sales, wash sales, swaps and mark to market. He also assists clients with tax planning strategies, the preparation of technical reports and the tax implications of securities transactions.

Mr. Sasz is a certified public accountant in New York and a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA). He earned a Bachelor of Science degree in accounting from the University of Maryland and a Master of Science degree in taxation from Baruch College.

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kathleen O'Toole
Follow us on
Visit website