BKR Worldwide Bulletin
January 2023 Edition
BKR's Executive Office will be closed on January 2 and 16 for the New Year and
Martin Luther King, Jr. holidays, respectively.
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Letter from the Worldwide Chair
A Happy New Year to all members of BKR International. Looking ahead, 2023 promises to be an important year for BKR. The strategy work now underway will help us focus on how we want to take forward our future. I am planning to unveil it to you at our Worldwide Meeting in October. Alongside this, we are developing a new website and undergoing a re-branding process, which will enable us to ensure that our association is fit for the business requirements of your membership.
As announced in the December Worldwide E-Update, we are consolidating our member publications. This is the first of our new Worldwide Bulletins, which you will now all receive every month having combined the Bulletin and the E-Update. I will continue with my Worldwide Chair updates in the Bulletin every second month.
Our regional meetings this year will take place in Cape Town in April for the EMEA Region, and then Taipei and Mexico City in May for the Asia-Pacific and Americas Regions, respectively. Our Worldwide Meeting will be held in Georgetown, Washington, DC, in October. As well as these meetings, your regional executives will be producing their offerings tailored for each region. I will also take this opportunity to welcome our newest member of the Executive Office, Tiara Doxey, who started as the new meetings manager in New York in December.
2022 was a year where most of the globe were able to return to "business as normal." Please take the opportunity to read our 2023 Annual Report. It is on the website and will give you more details on our aspirations for this year. I hope 2023 will complete the process of normalization around the world and that we can enjoy developing our businesses to greater heights.
Regards,
Marycris Oplas
Alas, Oplas & Co., CPAs
Manila, Philippines
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BKR Consolidates Member Publications
Effective January 1, BKR has merged the Worldwide Bulletin and Worldwide E-Update.
The new monthly publication retains the Worldwide Bulletin name and will provide timely information and important updates to members from all three regions of BKR International.
We hope you enjoy it!
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BKR Admits New Member Firm in Cyprus
BKR International is pleased to announce the acceptance of CYAUSE Audit Services Ltd (Nicosia) into membership.
Founded in 2011, CYAUSE Audit Services Ltd provides audit, accounting, tax, and a variety of other professional services for both companies and individuals. The firm specializes in international business companies, the services sector, Cyprus forex and investment firms (CIFs), the travel sector, real estate and construction, the retail and consumer niches, funding programs, and high net worth individuals. With one partner and a staff of seven, CYAUSE Audit Services Ltd has an additional office in Limassol, Cyprus.
Contact Information:
CYAUSE Audit Services Ltd
Themistokli Dervi 41, Office 101
Hawaii Tower, P.C
Nicosia, 1066
Cyprus
Phone: 357 2233 6321
Fax: 357 2233 3876
Contact: Kyriakos Tramountanellis
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Read BKR's 2023 Annual Report
BKR's 2023 Annual Report is now available to download here.
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Save the Date for BKR's 2023 Regional Meetings |
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April 22-24, 2023
The Table Bay, Cape Town, South Africa
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May 6-9, 2023
Shangrila Taipei, Taipei, Taiwan
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May 20-23, 2023
Presidente Intercontinental, Mexico City, Mexico
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Register Now for BKR's Americas Regional January Events
All at 2:00 PM ET unless otherwise indicated.
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Check out all of BKR's upcoming events here.
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Catch up with the Latest from BKR's Regions
Download the most recent updates from BKR's Regions:
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Aaron Meli Joins Tri-Mer Services Limited (Malta) as Equity Partner and Company Director
Tri-Mer Services Limited has strengthened its leadership with the appointment of Aaron Meli as equity partner and as a director of the company following his approval by the MFSA.
Ian and Marco Mercieca, managing partners at Tri-Mer, said that they are “extremely proud to welcome Mr. Meli to the partnership, bringing an important skill set and experience to the table.”
They stated that his “appointment is a key investment in the future of the firm and will continue to assist in the company’s growth and add value to the services [they] provide to new and existing clients,” adding that this “is also a testament to the professionalism he has shown over the last 10 years with the firm.”
The Mriehel-based firm offers corporate and personal assurance and tax solutions to clients operating their business in Malta or wishing to relocate to Malta.
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UNW LLP (Newcastle upon Tyne) Invests in Corporate Finance Business with New Partner Appointment
North East independent chartered accountancy and business advisory firm UNW LLP has announced the appointment of another experienced dealmaker with Nick Broadhead joining as corporate finance partner to further strengthen the company’s successful corporate finance business.
Nick arrives at UNW following 12 years at KPMG in Newcastle upon Tyne, where he worked nationally with a variety of businesses in the technology media and telecoms, leisure, retail and wholesale, business services, and healthcare sectors, specializing in private equity transactions.
A native of the North East, Nick attended school in Newcastle before studying Economics at the University of Leeds. He joined KPMG in 2010, initially training in the audit department before moving into corporate finance three years later. At KPMG, Nick gained significant experience in strategic decision making, finance raising, and all aspects of mergers and acquisitions.
Nick joins UNW as the firm’s third corporate finance partner appointment of the year, following the arrival of Paul Mankin in February 2022 as chair of corporate finance, and Chris Wilson as head of corporate finance in August 2022.
Speaking of his motivations for joining UNW, Nick said, “This is a particularly unique opportunity to develop the corporate finance business at a premier regional independent firm. To see a firm investing heavily in its senior team – as UNW has done this year – speaks volumes about its commitment to enhancing the breadth and depth of experience that can be drawn upon when advising new and existing clients.
“It’s an exciting time for me to be joining UNW. The firm has a distinctive culture, and its offering to clients is incredibly strong. The corporate finance business has always delivered consistent volumes of transaction activity, and I’m looking forward to linking up with Paul, Chris, and the rest of the team to help broaden our offering and maximize the opportunities in front of us.”
UNW’s corporate finance business has a significant track record, both in the North East and nationally, of advising clients through a range of areas, including mergers and acquisitions, finance raising, due diligence, and grant support and subsidies.
Chris Wilson said, “I am absolutely delighted to welcome Nick to the corporate finance team at UNW. He is an accomplished dealmaker, committed to helping clients achieve the very best possible outcomes and is passionate about the North East.
“Nick brings a wealth of experience across a range of deal types and sizes, and his appointment really underlines our objective to be the transaction advisor of choice for ambitious entrepreneurs and owner-managed businesses. I’m confident Nick’s existing knowledge, expertise, and network will enable him to hit the ground running.
“We have had an incredibly strong end to 2022, with a number of high-profile deals completing in recent weeks. Notwithstanding the obvious market challenges and headwinds, our pipeline is strong, and we are optimistic about the outlook for 2023 and beyond as we continue to invest for the future.”
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Anchin, Block & Anchin LLP (New York) Adds Experienced Talent to Fuel Further Growth in its Private Client and Real Estate Groups
Anchin, Block & Anchin LLP is pleased to announce that two experienced professionals have recently joined the firm. Kevin Brown has joined as a principal in the firm's Private Client Group, and Erica Cohen as a director in the Real Estate Group. These additions to the management group provide new capabilities and a breadth of experience.
This announcement concludes a year of several exciting developments for Anchin. In 2022, the firm opened an office in Boca Raton, Florida; brought on four experienced professionals; was again named a Best Place to Work in New York City, New York State, and nationally; and promoted 16 individuals to partner, director, and senior manager levels. All these actions are indicative of Anchin's commitment to serving its expanding and sophisticated client base.
"With the new calendar year approaching, our Executive Committee is reflecting on the efforts we have made to maximize Anchin's capabilities and invest in colleagues who are leaders in their respective fields," said Russell Shinsky, Anchin's managing partner. "We are thrilled to welcome Kevin Brown and Erica Cohen to the firm. Looking forward, we expect to continue focusing on growth, innovation, and collaboration, all while ensuring that we have the best talent in place to achieve our goals."
Kevin Brown, EA, TEP, is a principal within Anchin's Private Client Group. He specializes in assisting high net worth individuals and families, investors, and businesses, particularly from the UK and Europe, navigate the complex world of US federal, state, and local taxation. Kevin works closely with owners of businesses to help strategize and plan succession, funding, and exits to support and maximize their financial situation.
Kevin acts as a key international tax advisor to his clients and their businesses across a broad range of industries, with a particular focus on technology; entertainment; public relations, advertising, and media; and professional services. He specifically helps high net worth families with US in-bound tax planning at the shareholder and business level to maximize any available tax savings. He also advises extensively on qualified small business stock exemptions, and trust and estate tax planning to protect familial generational wealth.
Erica Cohen, CPA, is an audit director in Anchin's Real Estate Group. She has more than 10 years of experience providing assurance, advisory, tax, and accounting services to privately held companies, primarily in the real estate industry. Erica serves clients in commercial and residential real estate, affordable housing projects, real estate development, real estate funds, and hospitality and service organizations.
With 2023 around the corner, Anchin looks forward to continuing to build a team of the highest quality professionals to enable continuing exceptional client service.
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Esteves, Pinho & Associados, SROC, Lda (Porto) Releases Doing Business in Portugal
BKR Member Firm Esteves, Pinho & Associados, SROC, Lda has released an essential guide for anyone looking to do business in Portugal.
Download the publication here.
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New Developments in Connection with Secondments or Personnel Leasing from ARTUS (Vienna)
In 2022, changes have occurred in some areas with regard to cross-border activities. This is not least due to the normalization of the Covid situation in the area of social security or due to decisions of the AT supreme court (for example, in connection with family benefits or withholding tax for inbound personnel leasing). Below you will find a small excerpt of the most significant changes from BKR Member Firm ARTUS.
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Cornwell Jackson (Dallas) Opens New Office
Cornwell Jackson announces that it is expanding its business with a new office location.
The new location is 6801 Gaylord Pkwy, Suite 302, Frisco, Texas 75034, USA.
Please update your records with the firm's new address. Cornwell Jackson started business at the new location on November 28, 2022. All phone numbers and email addresses remain the same, as does the website address and social media accounts.
Cornwell Jackson's new facility provides the opportunity for the firm to better serve its loyal customers and work with its valuable business partners. It looks forward to continuing to serve the needs of its clients and working with everyone at its new location.
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Accountancy Europe's Latest Updates Now Available
Download the latest from Accountancy Europe:
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New IFAC Report on Expanding Roles in Sustainability and Digital Transformation Priorities
A new IFAC report explores how professional accountants in business and the public sector are stepping up to support their organizations through chaotic times.
Read the full report here.
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Free Whitepapers on BKR's Member Forum
BKR has recently posted a number of free whitepapers and other resources on BKR's Member Forum. See what's available here.
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New Categories Available on Your Firm's Member Information Page
As many of you know, BKR International's world standing as an association is based in part on our ranking in numerous international surveys published throughout the year, most notably the International Accounting Bulletin's Annual World Survey.
In keeping with these publications, BKR has added new categories for Female Partners and Staff on the Member Information pages for each member firm.
We would like to ask all member firms to log into BKR's Member Services and visit their Member Information to ensure that all fee and staff data is current and accurate. This information is confidential, and only between individual members and the BKR Executive Office.
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Make the Most of Your BKR Membership
Don't miss updates on BKR's many membership benefits. Direct your staff to register here for access to the Members' Area of BKR's website, where they can also sign up to receive email updates, download resources, participate in committees, and post to our Member Forums.
If you would like to learn more, please contact bkr@bkr.com.
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Promote Your Firm and BKR on Social Media
In an effort to promote BKR and our members, we request that member firms share their social media handles with BKR's Executive Office, so we may easily tag your firm in our posts. Send your LinkedIn, Twitter, and Facebook handles to bkr@bkr.com. We also encourage you to tag BKR in your posts, and be sure to use #BKRelationships when promoting your BKR membership.
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