Novogradac Expands Leadership Team With New Principals

Novogradac Expands Leadership Team with New Principals

National accounting and consulting firm Novogradac has recently elevated nine accomplished managers to principal positions, strengthening its leadership across the nation. The promotions reflect the firm’s commitment to developing internal talent while bolstering its range of consulting expertise.

Recognizing New Leaders

Michael J. Novogradac, the managing partner, expressed pride in these promotions, stating, "Promoting from within strengthens our leadership and ensures our clients benefit from deep, proven expertise." The newly appointed principals are Dan Emerman, Chris Horning, Heath Hawkins, Travis Vance, Nathan Wacek, Anthony Nguyen, Grace Yu, David Ortega, and Andrea Sivells. Each brings a wealth of experience and specialized skills relevant to their fields.

Profiles of the New Principals

Dan Emerman

With over a decade of experience in public accounting, Dan Emerman specializes in new markets tax credit (NMTC) and historic tax credit (HTC) communities. His work encompasses compliance testing, audit, taxation, and consulting. Emerman earned his bachelor's degree in finance from The Ohio State University and a master's from Cleveland State University. As a certified public accountant licensed in Ohio, he is well-prepared to bring value to his clients.

Heath Hawkins

Heath Hawkins has a focused specialty in NMTCs and renewable energy tax credits. He provides tailored services such as financial statement audits and tax preparation for these sectors. Not only is he a member of the Novogradac Employee Leadership Council, but Hawkins also engages in the firm’s various employee resource groups. He holds dual bachelor's degrees in accounting and business pre-law from Ohio University in Athens.

Chris Horning

In the realm of low-income housing tax credits (LIHTC) and HTC, Chris Horning offers audit, tax, and consulting services to real estate partnerships and nonprofits. His understanding of regulatory requirements for various agencies including USDA Rural Development and HUD makes him an invaluable asset. Horning is a graduate of Cleveland State University and is also a licensed CPA in Ohio.

Anthony Nguyen

Anthony Nguyen leverages his accounting expertise to provide comprehensive audit and tax services to clients in the real estate sector. With a strong background in LIHTC and tax-exempt bond-financed developments, Nguyen utilizes his dual degrees from California State University, Long Beach to enhance client satisfaction while ensuring compliance with state regulations.

David Ortega

Joining Novogradac in 2022, David Ortega focuses on auditing and consulting primarily for privately held companies in the renewable energy sector. Previously, he managed assurance engagements at Marcum LLP for over six years. With degrees from Nova Southeastern University, Ortega is licensed as a CPA in Florida and is committed to delivering high-quality service.

Andrea Sivells

Having returned to Novogradac in the fall of 2023, Andrea Sivells now offers audit and tax services alongside her extensive experience in affordable housing development. Her previous role as a development consultant enriched her knowledge and skills, enabling her to guide clients through the complexities of financial modeling and compliance procedures.

Travis Vance

Travis Vance's expertise spans NMTC, HTC, and renewable energy sectors. He provides audits and advisory services while featuring as a speaker at industry workshops. With advanced degrees from the University of Akron, he is also a licensed CPA in Ohio, where he makes significant contributions through his insights.

Nathan Wacek

Nathan Wacek specializes in auditors for real estate partnerships, particularly in aspects involving LIHTC cost certification and compliance with HUD regulations. He holds a business administration degree with a concentration in accounting from Ohio University and is actively licensed in Ohio as a CPA.

Grace Yu

Grace Yu has been instrumental since she joined Novogradac in 2022, particularly in tax compliance and planning for high-net-worth clients and real estate partnerships. She is an enrolled agent and holds degrees from both the University of California, Berkeley and Golden Gate University.

About Novogradac

Founded over 35 years ago, Novogradac operates with more than 800 employees across 25 cities. The firm's specialization includes tax, audit, and consulting services, particularly in affordable housing, community development, historic rehabilitation, and renewable energy.

Frequently Asked Questions

What is the main focus of Novogradac's services?

Novogradac specializes in tax, audit, and consulting services, focusing on affordable housing and community development, among other areas.

Who are the recently promoted principals at Novogradac?

Recently promoted principals include Dan Emerman, Chris Horning, Heath Hawkins, Travis Vance, Nathan Wacek, Anthony Nguyen, Grace Yu, David Ortega, and Andrea Sivells.

How does Novogradac plan to enhance client service with these promotions?

The promotions are aimed at strengthening leadership and leveraging the deep expertise of internal professionals to improve client service.

What qualifications do the new principals hold?

The new principals have extensive experience and are licensed certified public accountants in their respective states, holding degrees from reputable universities.

How can clients learn more about Novogradac's expertise?

Clients can learn more about Novogradac's services and expertise by visiting their official website.

About The Author

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