Haskell & White (1988)

Address: 300 Spectrum Center Drive , Suite 300, Irvine, US, 92618 , CA
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Description

Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms in Southern California, specializing in servicing public and private middle-market companies. With locations in Irvine and San Diego, Haskell & White combines the expansive services, knowledge, experience and reach of national and international accounting firms with the personal attention, responsiveness and value of a local organization. Haskell & White works with companies in a broad range of industries including real estate, manufacturing, distribution, technology, and retail. The firm provides solid expertise and services to its clients in the tax and audit disciplines, including advising SEC registrants and consulting on mergers and acquisitions. Visit us at https://www.hwcpa.com/ to learn more.

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Gallery

Lists  

Name:   Haskell White Bios

Description:   Bios

Name:   Wayne R. Pinnell, CPA

Title:   Managing Partner

Description:   Wayne R. Pinnell assumed the role of managing partner at Haskell & White LLP in 2004, following eight years as a partner in the Firm’s Audit and Business Advisory Services Group. As managing partner, Wayne oversees the overall strategic direction and operations of the Firm, while continuing to serve clients in his role as an audit partner. Before joining Haskell & White, Wayne spent more than 10 years at BDO Seidman, LLP, rising to the level of partner prior to his departure. Wayne’s clients have included both publicly traded and privately held firms, ranging in size from small, family-owned businesses to corporations with revenues in excess of $500 million annually. He has assisted clients with initial public offerings and the periodic reporting requirements of the Securities and Exchange Commission; private finance and merger/acquisition transactions; and Sarbanes-Oxley compliance. Wayne has also consulted with a number of companies on their general business operations including workflow, waste reduction, strategy, and growth/profit initiatives.

https://www.hwcpa.com/bios/wayne-pinnell-cpa/

Name:   Brad A. Graves, CPA

Title:   Partner-in-Charge, Tax Services Group

Description:   Brad offers experience working with middle-market companies to develop creative tax strategies and solutions, as well as handling all compliance matters. His clients are primarily closely held companies in the real estate, manufacturing, distribution, and technology industries, with revenues ranging from $5 million to $200 million. Brad has written and consulted on articles for the Building Industry Association, Smart Business and other publications, and has lectured on various topics including new tax acts, 1031 exchanges, mergers and acquisitions, and accounting methods. The value that Brad brings to his clients comes from his years of experience across the spectrum of industries providing services such as structuring entity ownership and transactions, reviewing and advising on agreements, tax deferrals and tax planning matters, restructuring and troubled debt issues, methods of accounting for revenues and expenses, and addressing the impact of financing arrangements.

https://www.hwcpa.com/bios/brad-a-graves-cpa/

Name:   Rick M. Smetanka, CPA

Title:   Partner-in-Charge, Audit and Business Advisory Services Group

Description:   As the partner-in-charge, Rick is responsible for the operational excellence and strategic direction of the Firm’s Audit and Business Advisory Services Group. In addition, Rick effectively plans, executes and delivers audit and consulting services to both public and private organizations, primarily those in the life science, real estate and technology industries. Rick joined Haskell & White after more than six years at the international accounting firm of Coopers & Lybrand LLP. His clients range from entrepreneurial start-ups to established multinational corporations. Rick has assisted companies in various financial transactions, including public offerings and acquisitions. He also has counseled public companies on compliance with Securities and Exchange Commission (SEC) requirements, including the Sarbanes-Oxley Act of 2002 and the JOBS Act of 2012.

https://www.hwcpa.com/bios/rick-m-smetanka-cpa/

Name:   Thomas D. O’Rourke, CPA

Title:   Tax Partner

Description:   Thomas has over 18 years of experience in public accounting. Prior to joining Haskell & White, Tom worked for both national and local CPA firms, including Ernst & Young, where he spent 6 years specializing in tax consulting for the real estate, hospitality and construction industries. Throughout his career, Tom has worked principally with small and mid-market, pass-through real estate entities and has provided innovative tax planning and other specialized services for public and privately held companies. Tom’s understanding of the business and tax implications enables him to successfully navigate through each phase of a real estate business. He works with each client throughout every phase of their business development, from establishing a new entity, operating a real estate business, and when the time is appropriate, designing an exit strategy that encompasses their objectives. Tom designed and presented a technical training session for Law Seminars International on special partnership tax issues in today’s economy. He also writes articles on real estate tax issues, such as restructuring real estate debt and swap-and-drop transactions.

https://www.hwcpa.com/bios/thomas-d-orourke-cpa/

Name:   Diane E. Wittenberg, CPA

Title:   Audit Partner

Description:   Diane E. Wittenberg is a partner in the Firm’s Audit and Business Advisory Services Group with over 31 years of experience in public accounting. Prior to joining Haskell & White LLP, she spent 17 years with Arthur Andersen. Diane has experience in multiple industries, working with both public and private companies that range from small start-ups to large, multi-national corporations. Her experience also includes special projects, including mergers and acquisitions, initial public offerings, secondary offerings and SOX compliance consulting projects. Diane’s practice also extends to the non-profit sector where she works with a wide variety of organizations ranging from community based non-profits to universities and foundations that require specialized auditing requirements to receive their government funding.

https://www.hwcpa.com/bios/diane-e-wittenberg-cpa/

Name:   Patrick K. Ross, CPA

Title:   Audit Partner

Description:   With more than nineteen years of public accounting experience, Patrick offers a wealth of knowledge and experience to offer Haskell & White’s diverse client base. Patrick has been involved with the Firm’s large clients including integrated audits with internal control reporting as well as start- up organizations. Identifying the need from organizations to increase their businesses profitably, Patrick became an accredited Mindshop facilitator to assist executives in developing strategies for profit and growth. Through comprehensive prioritizing and implementation of 30 to 90 day plans, he can guide management to identify and eliminate waste within their company to grow their bottom line quickly and efficiently. He also heads the Haskell & White’s employee benefit plans practice group that conducts audits for 401K plans. In his spare time, Patrick serves on the board of America On Track, a youth mentoring and leadership organization, and spends time with his wife and daughter.

https://www.hwcpa.com/bios/patrick-k-ross-cpa/

Name:   Jim Katherman, CPA, CGMA

Title:   Tax Partner

Description:   Jim has over 39 years in public accounting, specializing in income tax planning, tax and business consultation, and tax returns for individuals, businesses, and trusts. Prior to joining Haskell & White, he founded and operated his own firm, Katherman Kitts, and previously served at a large regional firm as a partner before starting his own firm. Jim provides accounting, tax and business advisory services for a diverse group of clients doing business, living and working in the U.S., Asia, and Europe. In 2017, Katherman Kitts & Co combined their practice with Haskell & White to bring additional services to clients and growth opportunities for the Katherman Kitts team. Jim provides tax planning, tax and business consulting, and tax compliance services for his clients. He has extensive experience in the tax aspects of structuring business acquisitions and sales, and in the U.S. tax reporting for international business and investment. Jim works with many different business entity structures including corporations, LLCs/partnerships, and trusts. In his free time, Jim enjoys spending time with his family, hiking, and other outdoor activities, including kayaking. Jim is licensed by the California Board of Accountancy.

https://www.hwcpa.com/bios/jim-katherman-cpa-cgma/

Name:   Steven J. Castle, CPA, CGMA

Title:   Tax Partner

Description:   Steve has 28 years of experience servicing the middle market. In addition to being a Certified Public Accountant, he is also a Chartered Global Management Accountant (CGMA) having worked with multi-national companies. His specialty is dealing with closely held companies although he has worked with numerous start-ups with equity investors as well. Steve has been involved in numerous acquisitions and also seen several of his clients sell so he is uniquely poised to assist clients with both sides of Mergers & Acquisitions. In addition to normal tax compliance, return preparation and projections, Steve has assisted many companies in passing the business onto successive generations. From tax planning, to executive training and mentoring, Steve’s years of experience with closely-held companies gives him insights into the potential pitfalls most companies encounter. Steve has been involved in multiple fraud audits, consults on fraud detection, and provides IRS dispute resolution. Having served as a CFO, Steve also works on executive compensation and pricing/costing strategies. Steve is a native California, born in San Diego. He has been married for 27 years and resides in Laguna Hills, California. He has three children.

https://www.hwcpa.com/bios/steven-j-castle-cpa-cgma/

Name:   Stacie Clifford Kitts, CPA

Title:   Tax Partner

Description:   Stacie is a Strategic Tax Professional with over 25 years of experience working in both industry and public accounting. Prior to joining Haskell & White, Stacie was a founding member and the managing partner of Katherman Kitts & Co LLP, a local CPA firm focused on reducing their client’s income tax through effective planning. To bring additional services to her clients and opportunities for the Katherman Kitts team, the firm of Katherman Kitts merged into Haskell & White. Stacie’s clients, which consist of high net worth individuals and their closely held businesses, span a variety of industries including: construction, distribution, entertainment/media, manufacturing, professional services, oil and gas, retail, technology, health care, real estate, restaurant, and transportation. In her free time, Stacie authors the acclaimed tax and business blog Stacie’s More Tax Tips, enjoys spending time with her family, and co-authoring educational materials used by CPA’s. Stacie is licensed by the California Board of Accountancy.

https://www.hwcpa.com/bios/stacie-clifford-kitts-cpa/

Name:   Don Hofflander, CPA

Title:   Tax Principal

Description:   Corporate tax specialist Don R. Hofflander joined Haskell & White LLP after more than 35 years with Ernst & Young LLP, 20 years of which he was a corporate tax partner. In his current role, Don focuses on areas of accounting that impact manufacturing and high-tech industries, including executive compensation, stock options, transaction structures, research and experimentation credit studies, and transfer pricing issues. He also has extensive experience with multi-state and international tax matters. During his tenure at Ernst & Young, Don served public and private companies in a variety of industries, including manufacturing, electronics, medical technology and healthcare. As a tax service partner, he was responsible for coordinating all tax-related services including planning, compliance, special projects, mergers and acquisitions, and financial accounting for income taxes.

https://www.hwcpa.com/bios/don-hofflander/

Name:   Paul Louis, CPA

Title:   Audit Principal

Description:   Paul has over 16 years of public accounting experience, with six of those years with a Big Four. Paul leads the audit department’s real estate practice and serves a significant number of real estate clients. Paul has assisted his clients in various financial transactions, included real estate business acquisitions and divestitures, debt and fund structuring and consolidation.

https://www.hwcpa.com/bios/paul-louis-cpa/

Name:   Ryan Woodhouse, CPA

Title:   Tax Principal

Description:   Ryan Woodhouse brings to the firm ten years of experience providing corporate and partnership tax consulting and compliance services. Ryan specialties include: real estate tax, life sciences, income tax provisions, tax planning, transaction planning, tax examinations, financial accounting for income taxes, ASC 740, and exchanges of like-kind property. Mr. Woodhouse serves a variety of clients, both public and private, from different industries, such as manufacturing, real estate, medical device and professional services.

https://www.hwcpa.com/bios/ryan-woodhouse-cpa/

Name:   Angela N. Behrens, CPA

Title:   Tax Principal

Description:   Angela Behrens has over 20 years of public accounting experience. Angela’s public accounting experience is with Haskell & White LLP and Deloite & Touche LLP. Angela has experience in merger-and-acquisitions, multi-state and international reporting and tax planning, and a variety of industries including manufacturing distribution and research and development companies.

https://www.hwcpa.com/bios/angela-n-behrens-cpa/

Name:   Carlos Martinez, CPA

Title:   Principal

Description:   Carlos Martinez is a principal in our Audit and Business Advisory Services Group. Carlos has more than 10 years of accounting and auditing experience. Carlos’ areas of expertise include financial accounting and reporting, compliance, auditing, internal control reviews and operational efficiency opportunities, as well as assisting clients on mergers, acquisitions, leveraged buy-outs and recapitalizations. He also has expertise working with private equity groups and serving their portfolio companies. Carlos spent two years in North Carolina working at one of the nation’s largest accounting firms, returning in 2014 to San Diego where he began his career in public accounting after graduating with a bachelors’ degree in business administration with an emphasis in accounting from San Diego State University. He is a member of the AICPA and the CalCPA. Carlos is active in the San Diego community through his involvement in organizations such as the Association for Corporate Growth, Biocom, the San Diego Venture Group and Corporate Directors’ Forum.

https://www.hwcpa.com/bios/carlos-martinez-cpa/

Name:   Eleanor Schultz

Title:   Chief Financial Officer

Description:   Eleanor Schultz is the firm’s Chief Financial Officer. She oversees the Firm’s internal accounting and finance functions, human resources, and facilities and plays a key role in assisting with the Firm’s overall strategic direction. With 18 years of experience in financial leadership and accounting positions, she has expertise in developing financial controls and establishing policies and procedures to optimize efficiency, reduce costs and maximize profitability. Previously, Eleanor was Director of Finance for a sales and marketing company, where she oversaw the divisional controllers and their staff, managed the accounting and finance functions for the marketing platform and served as a business partner to the President and her executive leadership team. Prior to that, she managed the more than $2.5 billion advertising sales revenue budget for a national broadcasting company. She also has held various accounting and Controller positions in New York City before relocating to Southern California in 2007.

https://www.hwcpa.com/bios/eleanor-schultz/

Name:   Meagan Hayes

Title:   Director of Marketing

Description:   Meagan Hayes serves as the Director of Marketing for Haskell & White LLP. Meagan has over 18 years marketing experience developing and executing marketing programs for two M&A firms, Citigroup Geneva Capital Strategies and The March Group. Her key responsibilities include planning events for the Firm, supporting the Firm’s proposal process, and developing communication programs for current and prospective clients. Her expertise includes event management, direct marketing, and research.

https://www.hwcpa.com/bios/meagan-hayes/

Name:   Jennifer Cavender, CPA

Title:   Senior Audit Manager

Description:   Jennifer is an audit engagement senior manager at Haskell & White LLP, responsible for running audit engagements and delivering exceptional service to her clients. For over a decade, Jennifer has served clients in a wide-range of industries. She provides compliance services for middle-market companies to fulfill their bank, board or governmental audit requirements. Jennifer consults on complex accounting transactions, profit improvement, risk management, and succession planning. Through her experience, she has developed in-depth industry knowledge that enables her to consistently contribute to her client’s overall growth and success.

https://www.hwcpa.com/bios/jennifer-cavender-cpa/

Name:   Hogi Kurniawan, CPA

Title:   Senior Audit Manager

Description:   Hogiadi Kurniawan, CPA, joined the firm as a senior manager in the Audit and Business Advisory Services Department. Hogi was an audit manager for a Big Four firm, and as an audit manager for over eight years at one of the largest public accounting, consulting, and technology firms in the U.S., working with both public and private companies. Hogi graduated with a bachelor’s degree from the Indiana University Kelley School of Business and is a member of the American Institute of Certified Public Accountants.

https://www.hwcpa.com/bios/hogiadi-kurniawan-cpa/

Name:   David Brownstein, CPA

Title:   Senior Audit Manager

Description:   David Brownstein, CPA, is a senior audit manager and is responsible for keeping the audit and tax compliance projects on-time and on-budget. He has over 8 years of experience in public accounting, including nearly three years at PricewaterhouseCoopers LLP. David maintains a proactive approach throughout his projects and is skilled at explaining technical topics in a simple, easy-to-understand manner.

https://www.hwcpa.com/bios/david-brownstein-cpa/

Name:   Brian Stiefel, CPA

Title:   Senior Tax Manager

Description:   Brian Stiefel, CPA is a senior manager at Haskell & White. He works primarily with real estate organizations organized as Partnerships, Limited Liability Companies and S‐Corporations providing tax consulting and compliance services. With 10 years’ experience in public accounting, he has focused on tax advisory services related to the commercial real estate industry including real estate acquisitions, development, management, leasing and sales. He consults on projects such as structuring partnership agreements, and determining the tax consequences of varying exit strategies. Brian conducts tax research and analysis as it pertains to entity formation, on various tax matters to ensure appropriate treatment of complicated issues. Brian reviews and interprets partnership agreements, purchase sale agreements, and closing statements while understanding their requisite allocations. He assists in the management and preparation of all quarterly and annual federal and state income tax filing requirements.

https://www.hwcpa.com/bios/brian-stiefel-cpa/

Name:   Tracy McLaughlin, CPA

Title:   Senior Audit Manager

Description:   Tracy McLaughlin is a Senior Audit Manager, and is responsible for coordinating all audit activities, providing your team with clear and frequent status reports and ensuring that project timelines and budgets are met. She is particularly skilled in project management. Tracy emphasizes clear and frequent communication on her audit engagements and she has a knack for explaining complex accounting and reporting regulations in a simple, easy-to-understand manner.

https://www.hwcpa.com/bios/tracy-mclaughlin-cpa/

Name:   Daisuke Terakawa, CPA

Title:   Senior Tax Manager

Description:   Daisuke brings more than a decade of experience to Haskell & White, including years with high-profile, multi-national firms. Daisuke is well-versed in multi-national, federal and state corporate tax compliance and has extensive experience working with public and private companies. In addition to his impressive tax credentials, Daisuke is also fluent in Japanese and Chinese.

https://www.hwcpa.com/bios/daisuke-terakawa-cpa/

Name:   Kellie Kremer, CPA

Title:   Audit Manager

Description:   Kellie Kremer is an audit manager with over five years of experience. Prior to joining Haskell & White she worked for a regional firm. Kellie executes the day-to-day activities of audit engagements and during this process she seeks to develop an understanding of the client’s business. She manages client engagements from the beginning of the engagement by creating and managing the budget to completing financial statements and audits. Kellie has extensive experience in financial accounting, compliance, internal/external auditing, and operational efficiency. She is responsible for coordinating all audit activities, providing clients with clear and frequent status reports and ensuring that project timelines and budgets are met.

https://www.hwcpa.com/bios/kellie-kremer-cpa/

Name:   Kari Walton, CPA

Title:   Audit Manager

Description:   Kari Walton, CPA, is an audit manager and will be responsible for keeping the audit and tax compliance projects on-time and on-budget. Kari has over 8 years of experience in public accounting, including three years at KPMG before joining Haskell & White. She has served private and publicly held companies of all sizes in a variety of industries including life science, nonprofits, manufacturing, real estate, health and technology performing audits of corporate financial statements as well as benefit plan audits. Through her experience she has developed in-depth industry knowledge that enables her to consistently contribute to her client’s overall growth and success.

https://www.hwcpa.com/bios/kari-walton-cpa/

Name:   David Chang, CPA

Title:   Tax Manager

Description:   David Chang is a tax manager at Haskell & White and has over a decade of public accounting experience. His expertise includes tax consulting and compliance services to corporations and high-net worth individuals. He services various domestic and foreign industries, including technology, manufacturing, and professional services. As a tax manager with Haskell & White, David uses his business acumen and technical skills to assist large corporations as well as mid-sized companies and their owners. He enjoys strong client relationships and provides a practical approach to help his clients meet their financial goals. David received his undergraduate degree from University of California, Irvine in Economics and management. When not serving clients, David likes to spend time with his family, travel, and dabble in photography.

https://www.hwcpa.com/bios/david-chang/

Name:   Joe Zhao, CPA

Title:   Tax Manager

Description:   Joe Zhao brings a decade of public accounting experience to Haskell & White and was previously a real estate tax manager at a Big Four firm. Joe has experience in providing consulting, compliance, and advisory services for commercial and residential real estate developers, home builders, land developers, and Real Estate Investment Trusts (REITs). He consults on real estate property and entity acquisitions and also provides assistance in formulating organizational structures. He is also well versed in multi-state compliance and is an accomplished researcher. As a tax manager with Haskell & White he uses his business acumen and organizational skills to enhance the client experience and ensure tax planning is smooth from start to file.

https://www.hwcpa.com/bios/joe-zhao-cpa/

Name:   Lien T. Nguyen, CPA

Title:   Tax Manager

Description:   Tax manager Lien Nguyen brings a decade of tax accounting experience to Haskell & White. Lien previously worked for a large firm where she provided on-site tax advice to clients across a broad spectrum of sectors. Lien has extensive experience working with high net worth individuals, partnerships, and closely held businesses with considerable focus on real estate professionals and partnership entities with an emphasis in real estate taxation. She has serviced businesses across multiple industries, including manufacturing, real estate, healthcare/medical, and food and beverage. As a tax manager with Haskell & White she uses her business acumen and organizational skills to enhance the client experience and ensure tax compliance and planning is smooth from start to file.

https://www.hwcpa.com/bios/lien-t-nguyen-cpa/

Name:   Alyssa Schluter, CPA

Title:   Tax Manager

Description:   Alyssa Schluter is a tax manager with Haskell & White. She has five years of tax accounting experience serving high net worth individuals, partnerships, and closely held businesses. Alyssa works with many of our real estate businesses and partnership entities, focusing on tax planning. She also works with businesses across multiple industries, including manufacturing, real estate, healthcare/medical, and food and beverage. As a tax manager with Haskell & White she uses her business acumen and organizational skills to enhance the client experience and ensure tax compliance and planning is smooth from start to finish.

https://www.hwcpa.com/bios/alyssa-schluter-cpa/

Name:   Stephanie P. Wilson, CPA

Title:   Audit Manager

Description:   Stephanie began her career in public accounting in 2010. Before joining Haskell & White, Stephanie most recently was a contract audit supervisor and has held auditor positions at top 100 firms as ranked by Inside Public Accounting. She has served as an auditor on a number of SEC, employee benefit, manufacturing and not for profit clients. She also spent three years as a controller for a government contract company, where she was responsible for overseeing all financial areas of the company. As a result, Stephanie brings a unique blend of audit and practical experience to clients in several different industries. Stephanie is an active CPA in North Carolina and California, as well as an active member of the California Society of CPAs and the American Institute of Certified Public Accountants.

https://www.hwcpa.com/bios/stephanie-p-wilson-cpa/

Name:   Haskell White Services

Description:   Products and Services

Name:   Tax Planning & Preparation

NONE  

https://www.hwcpa.com/services/tax-planning-preparation/

Name:   Audit & Assurance

NONE  

https://www.hwcpa.com/services/audit-assurance/

Name:   Transaction Advisory

NONE  

https://www.hwcpa.com/services/transaction-advisory-services/

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