Elliott Davis, LLC Adds Shareholder to Charleston Office
CHARLESTON, S.C., Mar. 10, 2010 – The shareholders of Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, have admitted Greg W. Isley to the firm’s shareholder group. Isley will be based in the firm’s Charleston, S.C. office.
Isley, a certified public accountant, brings more than 25 years of public accounting experience to his new role at Elliott Davis where he will focus on providing assurance and advisory services to clients in the manufacturing and distribution, employee benefit plan, construction, healthcare and not-for-profit sectors.
“Greg’s sophisticated service approach, extensive experience, and leadership abilities will be of great benefit to our Lowcountry clients and the community as a whole,” said Victor Kliossis, Managing Shareholder of Elliott Davis’ Charleston office. “We are fortunate to have him join our team and expand our service capabilities, specifically from a business advisory perspective.”
Prior to joining Elliott Davis, Isley was a partner and managing director with McGladrey & Pullen, LLP in the firm’s New Bern, N.C. office.
Isley is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He earned his B.S. from the University of North Carolina at Greensboro and completed a two-year business advisor certificate program at the University of Chicago Graduate School of Business.
Elliott Davis Names New Leader of Columbia Office
COLUMBIA, S.C., Mar. 4, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is proud to announce that R. Jason Caskey has been named Office Managing Shareholder of the firm’s Columbia location.
The announcement was made by James E. Hazel, Jr. who has served as Office Managing Shareholder for Columbia since the formation of the office in 1992. Hazel currently serves as Chief Operating Officer for Elliott Davis’ 10 offices throughout South Carolina, Georgia, North Carolina and Virginia.
“I have complete confidence in passing the reins to Jason,” said Hazel. “He understands our clients and our people. Under his leadership, I know our Columbia office will continue to be a leader in the community and one of the top-performing offices in our firm.”
Caskey will oversee the day-to-day management of Elliott Davis’ office in Columbia, which is one of the firm’s largest with more than 65 employees. A certified public accountant with 18 years of experience, Caskey serves on Elliott Davis’ Executive Committee. He also chairs the firm’s Financial Services Practice, assisting public and private community banking clients with external audits, internal audits, SEC reporting, and mergers and acquisitions, as well as other business consulting.
“I am proud to serve our Columbia office and the greater business community in my new, expanded role,” said Caskey. “I look forward to adding to the successes of my predecessor while continuing efforts to grow our presence and our practice in the region.”
Caskey serves on the Board of Trustees for Charleston Southern University and the Board of Advisors for the USC Business Partnership Foundation. He also serves on the Board of Directors for the South Carolina Student Loan Corporation.
Four Elliott Davis Professionals Serving on SCACPA Young Leadership Cabinet
GREENVILLE, S.C., Feb. 16, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is proud to announce that four of its professionals have been chosen for the South Carolina Association of Certified Public Accountants (SCACPA) Young CPAs Leadership Cabinet.
SCACPA created the Young CPAs Leadership Cabinet last year to prepare young professionals for positions of leadership in the profession, the association, the community and the world. Four professionals from Elliott Davis are now Cabinet members:
K. Leigh Schaefers, CPA has been named Chair of the Executive Committee of the Young CPAs Leadership Cabinet for 2010-11. Schaefers, a Senior Assurance Manager in Elliott Davis’ Charleston, S.C. office, is serving her second year in the program; she was an inaugural member in 2009-10.
Cory Ouellette, CPA is one of seven CPAs named to the Cabinet Class of 2010-11. Ouellette is a Tax Manager in Elliott Davis’ Greenville, S.C. office.
Howard (Howie) Houston, CPA is serving his second year in the program as a member of the inaugural Cabinet Class of 2009-10. Houston is an Assurance Manager in Elliott Davis’ Greenwood, S.C. office.
Marcus D. Tomlinson, CPA is serving his second year in the program as a member of the inaugural Cabinet Class of 2009-10. Tomlinson is an Assurance Manager in Elliott Davis’ Columbia, S.C. office.
Each Cabinet member serves a two-year term beginning May 1st. The target number of members is 20, with 10 cabinet members rotating on and off each year. The mission of the Cabinet is to increase membership and participation in SCACPA by providing young CPAs with networking and leadership development opportunities; to enhance the value of Association membership for young members; to inform the Association leadership about issues important to its young members; and to develop future leaders of the Association, the profession and the community.
Elliott Davis Receives Chairman’s Award for United Way Campaign
COLUMBIA, S.C., Feb. 11, 2010 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, is the proud recipient of the United Way of the Midlands Chairman’s Award.
Each year, several area campaigns are recognized for making the biggest difference in the success of the overall campaign. Elliott Davis received the 2009 Chairman’s Award in the Professionals Unit at the United Way’s Campaign Finale event held on January 26th.
The firm raised more than $27,000 for the 2009 campaign – an average of $640 per donor. Criteria used to select award winners included percentage of employee participation, employee giving amount per capita and percentage increase over last year’s campaign.
“As a firm, it’s important for us to live by example,” said Jim Hazel, managing shareholder of the Elliott Davis’ Columbia office. “The United Way funds many important programs that are the fabric our community. We are pleased to support this campaign year after year.”
Since 2001, Elliott Davis’ Columbia office has raised more than $250,000 for the organization.
Elliott Davis Investment Advisors Consultant Earns Accredited Investment Fiduciary® Designation
CHARLOTTE, N.C., January 4, 2010 – Elliott Davis Investment Advisors is pleased to announce that Gary E. Shuford II has been awarded the Accredited Investment Fiduciary® (AIF) designation from the Center for Fiduciary Studies.
Shuford, a retirement services advisor for Elliott Davis Investment Advisors, earned the AIF designation – which signifies training in fiduciary responsibility – in December.
With more than 10 years of experience in the financial services industry, Shuford assists clients by developing investment policy guidelines, providing fund research and conducting performance reviews to ensure compliance with fiduciary standards.
His other credentials include: Investment Advisor Representative; Certified Retirement Services Professional, Institute of Certified Bankers; and Series 7 and 66 licenses. Shuford is also a member of the American Society of Pension Professionals and Actuaries.
Elliott Davis to Mark Office Move with Wellness Walk
CHARLOTTE, N.C., Dec. 1, 2009 – Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, announces the relocation of its Charlotte office to 700 E. Morehead Street on Dec. 4, 2009.
To mark the occasion, the firm is holding an employee Wellness Walk at 11:00 a.m. on Dec. 4 from its current location at 1300 S. Mint Street to its new location on E. Morehead Street. The walk will kick off the office’s new wellness program.
“This office move is significant as it highlights our successful growth in this market. And, as our growth continues, we want to ensure our workforce is happy and healthy,” said Dan Warren, managing shareholder for Elliott Davis’ Charlotte office. “Vibrant employees are the foundation of our fully engaged team. Elliott Davis has a long and proud tradition of caring deeply about its employees, and in turn, we care deeply about our clients.”
Recently named among the area’s “Best Places to Work” by the Charlotte Business Journal, Elliott Davis opened its Charlotte office in 2007 after a merger with local CPA firm Elliot & Warren. Post-merger, the firm had 23 Charlotte employees; today, it has 54 employees in this market.
The firm will take advantage of these numbers by creating internal teams for wellness challenges and by bringing group exercise classes in-house for employees. Other initiatives include free clinical health assessments; a designated Elliott Davis walking loop adjacent to the new office; lunch n’ learn health presentations; and healthy lunch options for internal meetings.
Elliott Davis’ Wellness Walk commences at 1300 S. Mint Street at 11:00 a.m. on Friday, Dec. 4th and will conclude at 700 E. Morehead Street at 11:30 a.m. Media is invited to attend.
Elliott Davis Named Among Charlotte’s “Best Places to Work” for 2009
CHARLOTTE, N.C., Nov. 4, 2009 – Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, has been named among the Charlotte Business Journal’s “Best Places to Work” for 2009.
The awards event – which honors outstanding companies whose benefits, policies and practices are among the area’s best – was held today at the Charlotte Convention Center. Elliott Davis ranked 14th out of the Top 25 companies named in the mid-sized business category.
Rankings are based on employee surveys collected and analyzed by Quantum Market Research.
“The Elliott Davis name is still relatively new to the Charlotte market. Being named a Best Place to Work is a testament to the quality of our employees, who strive to do their best every day,” said Dan Warren, managing shareholder for Elliott Davis’ Charlotte office. “Our goal is provide an exceptional work environment across all of our markets and in turn provide top-notch service to our clients.”
Elliott Davis has been named among the “Best Places to Work in South Carolina” for the past three years. In 2009, the firm ranked second in the large company category.
With a more than 80 year history in the state of South Carolina, Elliott Davis is focused on the further expansion of its Charlotte office, which opened in 2007 after a merger with local CPA firm Elliot & Warren. Later this month, the firm will move into its newly constructed building at 700 E. Morehead Street.
“We are anxious to serve the Charlotte community from our new location and to remain an employer of choice for our people,” said Warren.
ULI South Carolina and Elliott Davis Team Up for Real Estate Seminar
GREENVILLE, S.C., Nov. 4, 2009 – The Urban Land Institute (ULI) South Carolina and Elliott Davis, LLC are pleased to announce their partnership on an upcoming real estate seminar on November 11th at the Hilton-Greenville Hotel in Greenville, S.C.
The event, which is intended for real estate developers, investors and other real estate professionals, will begin with ULI Senior Fellow Stephen Blank presenting “Emerging Trends in Real Estate® 2010.” Blank will give an overview of the 2010 outlook findings and host a lively discussion on trends and issues from a response panel of top industry leaders. Click here for the event invitation.
“Our goal is help attendees gain an understanding of U.S. investment and development trends, which will better equip them for decisions in the year ahead,” said Paige King, ULI South Carolina Executive Director.
Immediately following ULI’s presentation, Elliott Davis will host “Real Estate Industry Spotlight 2009” which will feature various local and national speakers on current real estate issues. Topics will include: capital markets and real estate financing, barriers to redevelopment, new market tax credits, and maturity defaults.
“We’ll be exploring the recession’s economic impact on the real estate market, as well as discussing how to utilize available new market tax credits to finance qualifying projects,” said Mark Cooter, Shareholder and Chair of Elliott Davis’ Real Estate Practice.
This instructor-led program will offer approximately 7.5 credit hours of continuing professional education.
For more information on event registration, please visit www.southcarolina.uli.org or contact ULI South Carolina at www.southcarolina.uli.org or 800.321.5011. When contacting ULI, please mention the event code: 81481008.
Elliott Davis Adds Principal to Transaction Services Practice
CHARLOTTE, N.C., October 27, 2009 – Elliott Davis, PLLC, one of the largest accounting, tax and consulting services firms in the Southeast, announces the addition of Scott Henderson as principal to the firm’s Charlotte, N.C. office.
A certified public accountant, Henderson brings more than 20 years of experience to his new role in the consulting practice at Elliott Davis. He will assist the firm’s clients with a number of transaction advisory services including merger and acquisition due diligence and lender due diligence as well as financial and accounting management advisory services.
Prior to joining Elliott Davis in October 2009, Henderson served as partner-in-charge of KPMG, LLP’s Charlotte, N.C. transaction services practice.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Association for Corporate Growth (ACG).
Henderson earned a bachelor’s degree of accounting and economics from Macquarie University in Sydney, Australia.
Elliott Davis Adds to Tax Team in Greenville
GREENVILLE, S.C., Oct. 14, 2009 – Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast, announces the addition of Katie Rollings as senior manager in the firm’s Greenville, S.C. office.
A certified public accountant, Rollings brings more than nine years of public accounting experience to her new role at Elliott Davis where she will focus on providing tax services to high net-worth individuals and families, as well as closely-held businesses and pass-through entities. She formerly worked for a Big Four accounting firm.
Rollings is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the South Carolina Association of Certified Public Accountants (SCACPA).
She earned a bachelor’s degree from the University of North Carolina at Chapel Hill and a master’s degree in accounting from James Madison University.