Novogradac Elevates Nine Managers, Expanding National Expertise in Consulting

In a significant expansion of its leadership team, Novogradac, a prominent national accounting and consulting firm, has announced the promotion of nine managers to principal positions as of September 1st. This move is aimed at enhancing their consulting expertise across various locations, ensuring clients benefit from their seasoned professionals. The newly appointed principals include Dan Emerman and Chris Horning from Cleveland, Heath Hawkins, Travis Vance, and Nathan Wacek from the Dover office, Anthony Nguyen and Grace Yu from Long Beach, David Ortega from Fort Lauderdale, and Andrea Sivells from Austin.

Michael J. Novogradac, the firm's managing partner, expressed pride in recognizing this talented group of professionals, highlighting that promoting from within strengthens the company’s leadership. By doing so, Novogradac ensures that clients receive the advantage of proven expertise rooted in the firm's culture.

Highlighting Individual Contributions
The newly minted principals bring a wealth of knowledge and experience to the table, each specializing in various fields within accounting and consulting. Dan Emerman, for instance, is renowned for his extensive experience in public accounting, having over ten years in tax and auditing. He focuses primarily on new markets tax credits (NMTC) and historic tax credit (HTC) communities, providing essential compliance testing and consulting services.

Heath Hawkins has carved out a niche in working with NMTCs, renewable energy tax credits, and the opportunity zones (OZ) incentive. His role encompasses a variety of activities including audits, tax preparations, and consultancy. Furthermore, Hawkins’ involvement in Novogradac's Employee Leadership Council indicates his commitment to fostering an inclusive workplace.

Chris Horning specializes in audits for low-income housing tax credit (LIHTC) projects. With significant experience working with organizations dictated by the regulations of agencies like the USDA and HUD, his skills are particularly vital for developers and nonprofit entities trying to navigate complex compliance landscapes.

Anthony Nguyen has focused his efforts on auditing and consulting services for real estate clients, while David Ortega has since his joining Novogradac in 2022 worked on renewable energy audits, showcasing the evolving focus of the firm into this crucial sector. Ortega's background at Marcum LLP enriches his contributions to Novogradac's mission.

Andrea Sivells returned to Novogradac after gaining critical experience in the field of affordable housing development. Her expertise in navigating complex financing procedures and securing multiple Low Income Housing Tax Credit awards displays her capability in steering clients through challenging scenarios, especially in the current economic climate marked by inflation and labor shortages.

Furthermore, both Travis Vance and Nathan Wacek have dedicated their careers to servicing clients within renewable energy and affordable housing domains, enhancing their audit and compliance practices that cater to real estate partnerships. Grace Yu, who joined Novogradac in 2022, adds her strengths in tax compliance for high-net-worth individuals and estates. Her background equips the firm to better serve clients in the real estate sector more closely.

As Novogradac continues to grow, their commitment to excellence is evident through the promotion of these nine selected managers. The firm, operating for more than 35 years and now exceeding 800 employees across 25 cities, has solidified its stature in the market, especially with specialized services in affordable housing, renewable energy, and community development, aligning its business goals with the needs of its clients.

For further information about the firm and its new principals, visit Novogradac or reach out to them at their San Francisco office.

Topics General Business)

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