Fall 2009 issue of Horizons

RubinBrown New Hires & Promotions

Promoted to Partner

NEW MANAGERS

Amy Broadwater, CPA, has been promoted to partner in the Real Estate Services and Tax Consulting Services Group. She consults for real estate clients who develop or invest in affordable housing tax credits, historical rehabilitation and new markets tax credit projects. She also specializes in real estate

Shawn Becker has joined RubinBrown as a manager in its Wealth Management Services Group. He is responsible for reviewing and preparing tax returns for trusts, estates and charitable trusts and consults on tax issues in the trust area. He specializes in tax trust, cash flow, estate, income tax and retirement

partnerships and works with corporate and individual taxation pertaining to the real estate industry. Broadwater has more than 11 years experience serving clients in the real estate industry, previously working as a supervisor for a national firm. She was a speaker at the Governor’s Conference on Housing in 2005 and 2007 and serves as an instructor for RubinBrown’s in-house team member training courses. Broadwater holds a bachelor’s degree in accounting from Grove College and a master’s degree in accountancy in tax concentration from Truman State University.

planning, as well as risk management counseling. Becker has more than 10 years experience in tax, previously serving as a tax advisor for AG Edwards (now Wachovia) and for Conseco Financing Corp. He is a member of the Missouri Bar and American Bar Associations and holds a bachelor’s degree in finance from Missouri State University in Springfield. He also holds a Master of Laws and Juris Doctor from the University of Missouri-Kansas City School of Law.

RubinBrown has added Christopher Coleman, CPA, CCIFP, as a manager in the Tax Consulting Services Group. He has more than seven years experience in tax consulting and provides services to contractors, manufacturers and distributors, financial institutions and family-

RubinBrown has promoted ThomasZetlmeisl, CPA, CFE, CFF, to partner in its Corporate Finance and Forensic Services Group. He performs financial analysis, creates damage calculations, writes reports and assists with deposition and trial preparation. He also has extensive financial modeling and data mining

owned businesses. Coleman handles audit, succession planning, risk-based audit planning, tax planning and tax return preparation. Before joining RubinBrown, he served as a tax supervisor for Padgett, Stratemann & Co. LLP for five years. He regularly speaks at financial conferences about trends in public accounting and law and holds bachelor and master’s degrees in accounting from St. Louis University.

experience and is certified as a financial forensics expert. Zetlmeisl has 11 years experience in litigation consulting and working on forensic accounting analysis and investigations. He serves as a Benefit4Kids committee member of the St. John’s Mercy Foundation and holds a bachelor’s degree in business administration, with an emphasis in accounting and finance, from Washington University in St. Louis, where he graduated magna cum laude.

Wayne Isaacs, JD, CPA, CEBS, has joined RubinBrown as the manager in charge of the Benefits Services Group. He provides benefit plan consulting, analysis and design services and prepares prototype retirement plan documents. He also offers retirement plan record-keeping services, specializing

in retirement plan administration. Isaacs brings more than 25 years experience to RubinBrown, previously serving as senior legal counsel and vice president of compliance for Fidelity Investments. He also was assistant vice president of employee benefits for Society Bank. Isaacs holds a bachelor’s degree in accounting from the University of Kentucky-Lexington and a Juris Doctor from the University of Louisville School of Law in Louisville, Ky.

2 u fall 2009 issue