Who Do I Contact At BE?
Accounting & Assurance
Mark Wiseman
mwiseman@becpas.com
Direct: 1176
- (Non) Qualified employee benefit plan audits
- Client specific AUP
- Forecast and projections
- Section 404 compliance audits (Jason Ross)
Other Tax
Consulting
- Estates & Succession Planning (Betty Jessee)
- Mergers & Acquisitions (Jeff Barbour)
- SALT (Rich Hedley)
- International Tax (Rich Hedley)
- Cost Segregation Services (Hugh Barlow)
- Virginia Enterprise Zone Filings (Pat Murtaugh)
- Enterprise Zone Credits (Pat Murtaugh)
- Historic Tax Credits (federal and state) (Pat Murtaugh)
- Energy Tax (Tony Rager)
- ESOP Taxation (Jeff Barbour)
- Higher Education (Mark Woolwine)
- Private Foundations (Jeff Smith)
- Personal Financial Planning (Tony Roop)
State & Local
Tax Services
Rich Hedley
rhedley@becpas.com
Direct: 1156
- Tax Audit Representation
- Taxability Studies
- Sales and Use Tax Check-Up
- Voluntary Discloser/Amnesty Filings
- Sales and Use Tax Reverse Audits
- Nexus Review
- Controversy Resolution
Client Accounting Services (CAS)
Melissa Price
mprice@becpas.com
Direct: 1434
Additional Contacts:
Highlands:Â Stan Bowles
Blue Ridge:Â Debbie Moeller
RVA-Coastal: Beth Llewellyn
- Payroll – live and after fact
- Bill Pay
- Accounts Receivable
- Quarterly Reporting
- Annual Reporting
- CFO / Controller Services
- Budgeting
- Reconciliation
- Cash Flow Analysis
- Monthly FS
Retirement Plan Services
- Design
- Documentation
- Annual Compliance/Review
- Administration/Compliance
IT
Services
Norman Yoder
nyoder@becpas.com
Direct: 1701
- Incident Response Planning
- IT Security Assessments
- IT Internal Audit
- Agreed Upon Procedures
- Technology Audits
- SOC 1, SOC2, and SOC for Cybersecurity
- Vulnerability Assessments
- Penetration Testing
- Business Continuity Planning
- Privacy & Regulatory Compliance
Business Valuation Services
Lee Bell
lbell@becpas.com
Direct: 1523
Additional Contacts:
Blue Ridge:Â Harry Schwarz
Charleston: Tim Gibbons
RVA-Coastal:Â Brad Bailey
RVA-Coastal: Joe Thornton
- Litigation and Shareholder Disputes
- Transactions and Business Transfers
- Compliance
- Planning
- Estate & Gift Tax
- Family Limited Partnerships
- Professional Practices
- Medical Practices
- Buy/Sell Agreements
- Charitable Contributions
- Strategic Planning
- ESOP Appraisal & Valuation
Covenant Real Estate Services
- Real Estate Closing & Due Diligence
- Title Research & Examination
- Title Commitment & Policy Production
- Preparation of Settlement & Closing
- Disbursement Services
- 1031 Tax-Deferred Exchange Coordination
- Recordation of the Transfer Documents
- Multi-site/Parcel Due Diligence
Alliance Wealth Strategies
- Tax Strategy Services
- Legacy Planning
- Retirement Income
- Tax Efficiency
- Bond Ladders
- Pensions & Annuities
- Spend-down Strategy
- Portfolio Strategy
- Assessing goals
- Risk assessment
- Investment strategy
- Federal Benefits and Medicare Guidance
Advisory & Consulting
Your Local Area Partner
Bluefield – Sam Jones
Bristol –Betty Jessee
Charleston – Valerie Ellis
Harrisonburg – Megan Argenbright
Kingsport – Betty Jessee
Lynchburg – John Aldridge
New River Valley – John Aldridge
Newport News –Â Hugh Barlow
Petersburg –Â Carman Faison
Richmond –Â David Reardon
Roanoke – John Aldridge
Wytheville –Â Sam Jones
- M & A including Financial Due Diligence
- Financial Reporting & Management Activities
- Management Transition/Succession Planning
- Personal & Business Life Cycle Issues
- Medical billing and office support services (Stan Bowles)
Download the General Services Cross-Sell Sheet to help identify clients who could be using other services provided by BE.
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