We are excited to announce new hires in each office!
• Beverly Kubota joined the Charlotte Office in January 2017 as a Bookkeeper/Tax Associate. She is a licensed as a Certified Public Accountant in North Carolina and LEAN Six Sigma Certified. She has experience in manufacturing, retail, real estate, construction, hospitality, healthcare, education, and not-for-profit industries.
• Brittany Shaw joined the Lexington office in January 2017 as an Administrative staff. She has over 9 years of banking experience which includes teller, vault management, and back office deposit operations.
• Christopher Vetterl joined the Raleigh office as a Tax Associate in November 2016. He serves a variety of individual, partnership, corporate, and not-for-profit clients. He has received a Bachelor’s degree in Accounting from NC State and a Master’s degree in Accounting from Appalachian State University.
• Zakiyyah Howell joined the Raleigh office in January 2017 as an Audit Associate, working primarily in audit and assurance engagements in various industries, including HUD and affordable housing, single audit, and captive insurance. She was previous experience in insurance. She is currently sitting for the CPA. Zakiyyah received her Bachelor of Science in Accounting from Tuskegee University and her Master of Accountancy from Alabama State University.
Welcome to Rives!
We are excited to announce that Elizabeth Brookie received her Certified Fraud Examiner (CFE) License in December 2016. She joined Rives in July 2014 in our Charlotte Office working primarily on audit and assurance engagements. She has experience in governmental, not-for-profit, and for-profit industries.
Way to go Elizabeth!
January 19th TOPIC:
HOW WILL THE ELECTION RESULTS CHANGE YOUR FINANCIAL DECISIONS?
Rives & Associates, LLP cordially invites you to attend Bases Covered, a free seminar addressing issues of tax, financial and legal considerations for individuals and business owners.
This one-hour seminar will cover key topics in Taxation, Financial Planning and Law. The event is free and includes lunch. The intent of the seminar is to provide essential updates and considerations for individuals and business owners. A limited number of seats are available. Please register early to ensure you do not miss out on this exceptional learning opportunity.
Date: January 19, 2017
Time: 12:00 pm – 1:30 pm
Location: McCormick & Schmick’s, South Park Mall
4335 Barclay Downs Drive, Charlotte, NC 28209
Register: please send your RSVP to Haley@yourncattorney.com
Aaron Patel, CPA
Certified Public Accountant
COO Tax Services
Rives and Associates, LLP
Matthew T. Marcellino
Partner, Founding Member
Marcellino & Tyson, PLLC, attorneys at law
Hogan Fulghum, CFP®
Financial Advisor I Franchise Owner
CERTIFIED FINANCIAL PLANNER™
Business Financial Advisor
Catalyst Financial Group™
A financial advisory practice of Ameriprise Financial Services, Inc
Check In: 11:45am – 12:00pm
Agenda: 12:00pm – 12:05pm Welcome and Introductory Remarks
12:05pm – 12:25pm 2016-2017 Tax Update and Trump Proposed Tax Plan
12:25pm – 12:45pm The Elections effect on the Market and the Economy
12:45pm – 1:05pm Trump’s Supreme Court and You
1:05pm – 1:30pm Q&A
On Friday, May 6, 2016, Rives & Associates LLP Partner, J. A. (Jay) Lesemann, Jr. CPA CGMA and the 2017 Chair-Elect of the Lake Norman Chamber of Commerce, will help bring the 2016 Small Business Week to a close by announcing the Lake Norman Chamber of Commerce Small Business of the Year. The event will be held at the Lake Norman Chamber of Commerce located at 19900 West Catawba Avenue, Cornelius, NC 28031. The public is invited.
Additionally and in conjunction with the National Small Business Week (May 1st – May 7th), the Partners and Staff of Rives & Associates, LLP wants to personally thank each and every small business across America. Entrepreneurs started this nation and we celebrate this important week along side you. National Small Business Week has been recognized every year starting with 1963. The proclamation issued by the President of the Untied States recognizes the contributions that are made by all of America’s entrepreneurs and small business owners.
About Rives & Associates:
Rives & Associates, LLP with offices in Charlotte, Huntersville, Lexington and Raleigh is focused on the delivery of consulting, tax, and attest services to small and middle market companies, governmental entities, and non-profit organizations. Rives & Associates, LLP was named the 2014 US Captive Insurance Company CPA Firm of the Year, recognized as the fastest growing CPA ever by Triad Business Journal, among other honors. For more information, visit us at www.RivesCPA.com.
At Rives, we are different – and we like it like that!
February 15, 2015 – Charlotte, NC
As tax season gears up, North Carolina based accounting firm, Rives & Associates, LLP, is announcing its merger with Huntersville, NC CPA firm, Lesemann & Associates, PLLC Certified Public Accountants. The merger, effective January 31, 2015, brings with it a mutually beneficial partnership for both employees and clients.
“This merger is part of our plan to strengthen our position as a market leader serving clients in small to medium businesses. In addition, it’s one more step in the realization of our vision to continue to expand and grow our private company practice,” said Leon L. Rives II, CPA, Rives & Associates, LLP’s Managing Partner.
J. A. (Jay) Lesemann Jr. CPA CGMA, Managing Member of Lesemann & Associates, PLLC Certified Public Accountants, and former Chair of the North Carolina Association of CPAs will be a Partner in Rives & Associates, LLP’s Private Company Practice Team.
“This merger will bring benefits to the clients and employees of both firms,” said Lesemann.
“Our clients will have access to increased levels of service as well as providing our firms the expertise needed for additional opportunities of growth and expansion. By building on both firms’ strengths and reputations as CPAs and business advisors, we will be able to continue to attract some of the best Clients in the US as well as draw the most talented professionals in the industry to our firm,” Lesemann continued.
Lesemann’s firm focuses on Business Consulting, Mergers and Acquisitions, Start-Ups and Tax Planning and Preparation and offers a critical mass of private companies to the client roster of Rives & Associates, LLP.
Lesemann will join Rives & Associates, LLP as a Partner and will be responsible for client relations, new business development and growing the Private Company Practice. All of Lesemann & Associates, PLLC employees will join Rives & Associates, LLP as part of this merger and the Huntersville office will remain open.
About Rives & Associates, LLP
Rives & Associates, LLP with offices in Raleigh, Lexington, Charlotte, and Huntersville is focused on the delivery of consulting, tax, and attest services to small and middle market companies, governmental entities, and non-profit organizations. Rives & Associates, LLP has been named the US Captive Insurance Company CPA Firm of the Year, recognized as the fastest growing CPA ever by Triad Business Journal, amongst other honors. For more information about Rives & Associates, LLP, visit www.RivesCPA.com
Lexington, NC 10-24-14
Accounting Firms Rives & Associates, LLP and DMJ, Co., PLLC conducted a golf match between to the firms at Sapona Ridge Country Club in Lexington, NC on October 24th.
In honor of the North Carolina Association of CPA’s (NCACPA) Feed the Pig campaign, the match is being called the Pig Cup. The firms plan on holding the event annually to further strengthen inter-firm business relationships and friendships.
Eight managers and partners of DMJ, Co. PLLC faced off against eight partners and managers of Rives and Associates, LLP in a Ryder Cup style golf match. The loser of the match will be forced to wear the opposite Firm’s shirt at future CPE events.
A great time was had by all. The Rives & Associates team was victorious, so be on the lookout for our friends at DMJ to be wearing Rives shirts at upcoming events!