Member and Firm News

The NJCPA celebrates the accomplishments of its members and the firms and companies they work for. To submit a news item, click here.

Member News

  • James C. Bourke, CPA,of WithumSmith+Brown has received a Digi-Tech Innovator Award from NJBIZ. These awards recognize pioneers from New Jersey who have, and are, introducing significant advances in the technological and digital space at their organizations, thus enhancing the overall productivity and performance of their companies. Jim is a past president of the NJCPA.
  • Jeffrey Callahan, JD, L.L.M., CPA, tax partner at Bederson, has gained full membership to STEP - a global professional organization for practitioners who specialize in family inheritance and succession planning. Full members or “TEPs” are internationally recognized as experts in their field, with proven qualifications and experience. The TEP designation is recognized by employers in 96 countries. Of the 14,000 world-wide full member TEPs, only 5 percent are based in the United States. 
  • Allister Rodriguez, CPA, senior accountant at Bederson, was named to NJBIZ Vanguard Series: Accounting 2019 class. CPAs who were recognized made significant contributions to their firms, communities or the industry in general over the past year. In addition to his work at the firm, Allister served as leader of the newly-formed Young Professionals Committee for Eva’s Village, where he organized volunteer lunch service, ongoing social media awareness initiatives, video shoots and fundraising. He is also an active non-attorney member of the Hispanic Bar Association of New Jersey and the NJCPA Passaic County Chapter.
  • Joseph A. Baldomero Jr., CPA, has been appointed to a five-year term on the Board of Trustees of the IOLTA Fund of the Bar of New Jersey. Since 1989, the Interest on Lawyers Trust Accounts (IOLTA) Fund has awarded grants of over $423 million to Legal Services of New Jersey, the New Jersey State Bar Foundation and 136 other non-profit, 501(c) 3 organizations. The grants provide funding for free legal services to low-income people with civil legal problems, improvement in the administration of justice and education about the law. 
  • Daniel J. Geltrude, CPA, has published a new book, Positive Financial Karma. The book’s premise is to share best practices and common-sense strategies for making smart financial decisions with positive intent. Positive Financial Karma covers a wide variety of topics, from the $15 minimum wage and rising cost of college, to cryptocurrency and socially-conscious investing, and more.

Company News

  • LB Goodman & Co. was recently recognized for the second consecutive year as one of New Jersey’s best places to work by NJBIZ. The company has been repeatedly recognized by NJBIZ and Accounting Today as a best place to work. Creating an optimal work experience is important to Goodman. The team’s core values include a “can do” culture that encourages everyone to help one another — as well as their clients — to achieve success.
  • Lassus Wherley has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews this week. Lassus Wherley was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
  • Sax Wealth Advisors LLC has announced the addition of Stuart B. Herrmann, CFP®, CPA as Wealth Advisor effective April 1, 2019. Previously, Stuart served as an investment advisor representative and chief compliance officer at Chadwick Wealth Management, LLC, based in Fair Lawn, NJ and has over 35 years of experience in the finance, accounting and insurance industries.