Novogradac Promotes Six to Principal

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New Principals Help National CPA Firm Grow Client Base, Expand Services

Novogradac & Company LLP, a San Francisco-based accounting and consulting firm with 20 offices nationwide, has elevated six firm members to principal. The firm, which specializes in affordable housing, community development, historic preservation and renewable energy tax credits, promoted Roy Chou and Phillip Yim of the San Francisco office; Tom Fantin and Ryan Rieger of the Dover, Ohio, office; Erica Giessler of the Walnut Creek, Calif., office: and Brent Parker of the Long Beach, Calif., office.

“I am thrilled to announce that Roy, Phillip, Tom, Ryan, Erica and Brent have been promoted to principal,” said Michael Novogradac, managing partner in the firm’s San Francisco office. “Each of our new principals has demonstrated tremendous knowledge in their respective fields and has helped the firm better serve its existing clients as well as many new clients. My partners and I could not be more pleased with their accomplishments.”

Mr. Chou has experience in affordable housing and community development, including new markets tax credit (NMTC) and historic rehabilitation tax credit (HTC) transactions. He has worked extensively on NMTC allocation applications, NMTC compliance, financial projections models and forecasts, financial statement audits and tax return preparation. He is also a frequent speaker at the pre-conference workshops at the firm’s NMTC and HTC conferences. Mr. Chou has contributed articles to various publications including the Novogradac Journal of Tax Credits. He received a bachelor’s degree in business administration with concentrations in accounting and finance from California Polytechnic State University, San Luis Obispo. Mr. Chou is licensed in California as a certified public accountant.

Mr. Yim provides tax consulting and compliance services in the renewable energy, real estate and financial services industries. His practice focus has included renewable energy transactions, private equity, venture capital, real estate limited partnerships and real estate investment trusts (REITs). Before joining Novogradac & Company LLP, Mr. Yim worked for a global professional services firm in San Francisco. Mr. Yim received his bachelor’s degree from the University of California, Berkeley, and his masters in taxation from Golden Gate University.

Mr. Fantin performs numerous services related to the NMTC, HTC and RETC industries, including audit and tax services, forecasting and consulting. He also helps oversee the firm’s employee benefits and brokers and dealers in securities practices. Before joining Novogradac & Company in 2014, Mr. Fantin was an associate director with a regional certified public accounting firm in Ohio. He has extensive experience serving the accounting and business advisory needs of companies in various industries, including brokers and dealers in securities, restaurants and manufacturing/distribution. Mr. Fantin’s experience includes providing auditing, accounting, and mergers and acquisitions services, including due diligence, and performing SSAE 16 engagements. Mr. Fantin received his bachelor’s degree in accounting from the University of Akron. He was recognized as one of The CPA Practice Advisor's 40 under 40 from 2009 through 2013 and is a licensed certified public accountant in Ohio.

Before joining Novogradac & Company in 2006, Mr. Rieger was a senior accountant with a regional certified public accounting firm in Ohio where he served clients in the construction, real estate, manufacturing, retail and nonprofit industries. He works extensively with real estate partnership audits and partnership taxation as well as various GAAP and compliance consulting engagements involving NMTCs, HTCs and RETCs. Mr. Rieger has contributed to various publications, including the Novogradac Journal of Tax Credits and the Novogradac New Markets Tax Credit Handbook and is a frequent speaker at industry events. Mr. Rieger received a bachelor's degree and a master’s with a concentration in accounting from Ohio University and is licensed in Ohio as a certified public accountant.

Ms. Giessler provides various services within the real estate industry, including audit, tax, cost certifications, forecasting and consulting for clients who own, operate or invest in market-rate properties, as well as properties that use low-income housing tax credits (LIHTCs). She also has extensive experience in transactions that use investment tax credits (ITC) for renewable energy. Ms. Giessler earned her bachelor’s degree in psychology from University of California, Santa Barbara, and her master’s degree in accounting from San Francisco State University. Ms. Giessler is licensed in California as a certified public accountant.

Mr. Parker is experienced in affordable housing and community development, nonprofit organizations and public housing authorities, historic rehabilitation, and renewable energy, with a particular focus on the LIHTC, RETC, NMTC, and HTC industries. In addition to providing various consulting and forecasting services, he has worked extensively on financial statement audits and tax planning and return preparation. Mr. Parker is a contributor to the Novogradac Journal of Tax Credits and leads professional development training efforts on various complex taxation concepts. Mr. Parker received a bachelor’s degree in accounting from the University of Southern California and is a certified public accountant in the state of California.

Novogradac began operations in 1989 and has since grown to more than 500 employees and partners with offices in San Francisco, Walnut Creek and Long Beach, Calif.; Dover, Columbus and Cleveland, Ohio; St. Louis; Boston; New York; Chicago; Austin, Texas; Portland, Ore.; Naples, Fla.; Raleigh, N.C.; and the greater metropolitan areas of Philadelphia; Washington, D.C.; Atlanta; Detroit; Kansas City, Mo.; and Seattle. Specialty practice areas include tax, audit and consulting services for tax-credit-assisted affordable housing, community revitalization, rehabilitation of historic properties and renewable energy. Other areas of expertise include business valuation, preparation and analysis of market studies and appraisals of multifamily housing investments and renewable energy tax credits.

For additional information on Novogradac’s personnel and areas of expertise, visit http://www.novoco.com or call (415) 356-8000.

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Michael Novogradac
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