C&R’s Insights Newsletter

(c) Dick Dubroff Final Focus Photography

Cover & Rossiter Receives Coveted Marvin S. Gilman Superstars in Business Award

Cover & Rossiter is excited to announce they have been awarded The Marvin S. Gilman Superstars in Business Award presented by the Delaware State Chamber of Commerce. The award honors businesses and nonprofit organizations for their achievements and model approaches to business and management.

Cover & Rossiter Welcomes Recent New Hires

We are pleased to welcome Kate Hikins, Ali Ikram and Daniel Eissmann to Cover & Rossiter.

Kate Hikins joined Cover & Rossiter in July as a Senior Accountant in the Tax department. Previously, she worked as the Financial Reporting Supervisor at Boyer & Boyer, in the areas of financial reporting and taxation. Her clients included small to medium sized corporations, partnerships and not for profit organizations. Kate graduated Summa Cum Laude from Wilmington University with a Bachelor of Science degree in Accounting. Having recently passed the CPA exam, she is in the process of obtaining her license in Maryland and permit to practice in Delaware. In her free time, she enjoys swimming, baking and playing with her dog.

Ali Ikram joined the Audit department in June as a Staff Accountant. He graduated Cum Laude with a Bachelor of Science degree in Accounting from Goldey-Beacom College in just 2.5 years! While a student at Goldey-Beacom, Ali served as President of the Accounting & Finance Club. He held internships at Zimny, Ratledge & Shaner LLC in their Tax department, Advance Publications in their Finance/Accounting/Treasury departments, and UMB Fund Services in their Fund Accounting department. In addition to studying for the CPA exam, he is actively pursuing his MBA, which he will complete in 6 months. In his free time, Ali loves to play chess! He actively participates in national tournaments, having won the Delaware State Chess Championship in 2016 and 2017.  He recently landed in the Top 10 at the Atlantic Open Chess Tournament (out of 500 participants!).

Daniel Eissmann

Daniel Eissmann is a recent graduate of the University of Delaware with a Bachelor of Science degree in Accounting and Financial Planning. He also minored in Management Information Systems. He worked as in intern at Cover & Rossiter during his junior and senior years. He is a musician, having played tenor saxophone in the University of Delaware’s Marching Band and Pep Band. Daniel will be working as a Staff Accountant in the Audit department. In addition to getting settled in the job, he’s studying for the CPA exam.

Welcome Back Kim Zarett!

We are pleased to welcome Kim Zarett back to the firm as a Principal in the Tax Department. Kim has 20 years of experience in public accounting, along with 6 years of experience working in the hospitality and staffing industries. Prior to joining the firm, she was a Principal at Master, Sidlow & Associates, P.A. She has a broad tax background with a strong focus on tax planning for estates, trusts and high net worth individuals. Over the years, Kim has serviced clients primarily in the real estate, medical/dental practices, and investment partnerships segments.

Kim received her Bachelor of Science degree in Accounting from the University of Delaware and her Master of Science in Taxation from Widener University. She is a member of the AICPA, Delaware Society of CPAs, where she serves on the Ethics Committee, and Estate Planning Council of Delaware.

Managing Director, Marie Holliday, said, “We’re so excited to have Kim return to Cover & Rossiter. Her technical experience as well as her ability to develop and maintain strong client relationships make her a wonderful addition to the team.”

Rafferty, Byerly & Tucker Promoted

We are pleased to announce the following promotions.

Wendy Rafferty has been promoted to Supervisor in our Business Accounting Services department. Rafferty joined Cover & Rossiter in July 2013. Prior to that, she was the owner of Affordable Business Solutions, Inc., where she provided accounting and payroll services to small businesses. She received her Bachelor’s degree in Accounting and Finance from Wilmington University. Having been a business owner herself, Rafferty understands the compliance aspects of running a business. Her clients value her technical expertise with accounting software and the consultative approach she takes in understanding their needs in order to provide a workable solution.

Mitchell Byerly has been promoted to Senior Accountant in the Tax department. Byerly joined Cover & Rossiter in January 2019 after working one year at a CPA accounting firm in Baltimore. He received his Bachelor’s degree in Accounting and Master of Business Administration from Salisbury University’s Perdue School of Business. He earned his CPA license from the state of Maryland. In a short period of time, Byerly has become a valuable member of the Tax department, working primarily on complex tax returns for some of our larger business clients.

Cheyenne Tucker has been promoted to Senior Accountant in the Audit department. Tucker joined Cover & Rossiter in November 2017. She earned her Bachelor’s degree in Accounting and Finance from West Chester University.  She has steadily taken on more challenging assignments and continues to do excellent work for our clients.

Please join us in congratulating Wendy, Mitch and Cheyenne on their well-deserved promotions!

l to r: Wendy Rafferty, Mitch Byerly, Cheyenne Tucker

Chris Jackson Promoted to Firm Administrator

We are pleased to announce the recent promotion of Chris Jackson to Firm Administrator. In this newly-created role, Chris is responsible for the smooth running, day-to-day operation of the firm. This includes management oversight of the administrative support team, billing and collections, human resources, marketing, and information technology. In addition, Chris will lead the firm’s data analytics initiative. Chris joined the firm in 2012 as Assistant Controller and has been the firm’s Controller since 2013. He received his Bachelors of Science Degree in Accounting from Pensacola Christian College.

Marie Holliday, Managing Director, said, “Chris is a tremendous asset to the firm. He oversaw the construction of and move to our new office location last year and believe me it was no easy task. We are a future-ready firm that is experiencing rapid growth. Having Chris manage the firm’s day-to-day operations allows the partners to focus their attention on providing sound advice to our existing clients and cultivating new business relationships.”

Congratulations Chris!

Cover & Rossiter Insights: Summer 2019 Newsletter

Click here to view the Summer 2019 Newsletter

Cover & Rossiter Selected For New Diversity Internship Program

The American Institute of CPAs has announced that they have partnered with five CPA firms in the new Private Companies Practice Section (PCPS) George Willie Ethnically Diverse Student Scholarship and internship program. Cover & Rossiter is honored to be one of those five firms! Click HERE to read the entire article.

Cover & Rossiter Insights: Winter 2019 Newsletter

Click here to view the February 2019 Newsletter 

Cover & Rossiter Leaders Elected to Local Boards

Cover & Rossiter is excited to announce that Marie Holliday was recently elected to the Delaware State Chamber of Commerce’s Board of Governors and Peter Kennedy was elected to the Delaware College Scholars (DCS) board.

Mrs. Holliday is the Managing Director of the firm, a role she has held since December 2015.  Since joining the firm in 1997, Holliday’s area of expertise has been in Tax. She applies a holistic approach with her clients, focusing on the various stages of growth in one’s life or business to come up with tax planning strategies that influence long-term financial stability.

In addition to serving on the Chamber’s Board of Governors, Holliday participates in a nationwide practice management (MAP) group through the AICPA and is a member of the Estate Planning Council of Delaware, Inc. and Wilmington Tax Group. In the community, Holliday is an active member of the Newark Morning Rotary Club, is board Treasurer for New Directions Early Head Start program, and is a Founder in the Delaware Fund for Women.

Holliday said of her recent election, “We believe in the Delaware State Chamber and the support they provide to Delaware businesses. It is a great honor to be asked to be a member of their Board of Governors to help them shape the future.”

Mr. Kennedy is a Director at Cover & Rossiter and heads the Audit practice. Since joining the firm in 1999, he has developed an expertise in not-for-profit accounting, auditing and tax issues and is privileged to work with many of the region’s leading not-for-profit institutions.

“Pete’s extensive knowledge in and passion for nonprofit operations will truly be an asset to our organization,” said Dr. Tony Alleyne, Executive Director of DCS. He continued, “Ultimately, it is our scholars who will benefit from Pete’s time and commitment to the organization, and we are grateful to have him join us in preparing our next generation of future leaders for success.”

In addition to his role with Delaware College Scholars, Pete is a member of the Finance Committee of Christiana Care Health System, the Audit Committee of the Delaware Community Foundation, the Audit and Governance Committee of the Delaware State Employee Benefit Plans Management Board, and the EastSide Charter School Citizens’ Budget Oversight Committee.

“I had heard about DCS and the great work they are doing. It is truly an honor to be asked to join them. I hope to be able to contribute in a small way to their continued success.” said Mr. Kennedy.

Cover & Rossiter is one of the first and most respected full-service CPA & advisory firms in Delaware, providing tax, audit, trust, and accounting services to individuals and families, businesses, nonprofits, and captive insurance companies. The firm, currently celebrating its 80th year in business,  is a two-time winner of The Marvin S. Gilman Superstars in Business Award presented by the Delaware State Chamber of Commerce.

Cover & Rossiter Announces Promotions of Roseman and Truby

Cover & Rossiter, one of Delaware’s first and most respected CPA and advisory firms, is pleased to announce the promotions of Luci Roseman to Manager in the Tax Department and Tina Truby to Senior Staff Accountant.

Since joining the firm in 2011, Roseman has used her keen attention to detail and problem solving ability to help clients navigate the ever-changing tax laws. In addition, she has taken on a leadership role in staff training and is involved in the firm’s recruiting. Roseman is a member of the AICPA, Delaware Society of CPAs, and Wilmington Tax Group. She is also actively involved with Toastmasters International and is a member and officer of a local club, CSC Incorporators Toastmasters International, where she currently serves as Club President.

Truby joined the Tax Department at Cover & Rossiter in September 2017 after a successful career in the chemical industry in product R&D and marketing research.  She completed a Post-Baccalaureate Certificate in Accounting at Goldey Beacom College and also holds a Bachelor of Science degree in BioChemistry from the Pennsylvania State University and an MBA from Drexel University.  Truby was awarded her CPA license from the State of Delaware in November 2018. She enjoys mentoring current CPA exam candidates at the firm. In the community, Truby is treasurer of her community association and has served as a Tax-Aide Volunteer with AARP in Newark, Hockessin and Brandywine Hundred.

Cover & Rossiter is one of the first and most respected full-service CPA & advisory firms in Delaware, providing tax, audit, trust, and accounting services to individuals and families, businesses, nonprofits, and captive insurance companies. The firm, currently celebrating its 80th year in business, is a two-time winner of The Marvin S. Gilman Superstars in Business Award presented by the Delaware State Chamber of Commerce.

Myunghee Geerts Joins Cover & Rossiter

Myunghee Geerts, CPA joined Cover & Rossiter in December as a Principal in the Tax Department. She has 13 years of experience in public accounting. Prior to joining the firm, she was Senior Manager at Ernst & Young’s Quantitative Services where she specialized in advising her clients with tax planning ideas to reduce their tax liabilities and mitigate risks associated with tax returns. Myunghee also worked at KPMG and Santora Group CPA. Working with a wide variety of industries including bio science, technology, real estate, industrial tools and household hardware, and the automotive industry, she has provided numerous tax planning ideas and solutions for her clients. Marie Holliday, Managing Director, said, “We are fortunate to have Myunghee join the firm. Her broad experience as well as her passion for helping small businesses and entrepreneurs will open doors to new business opportunities for the firm.”

Myunghee has a Bachelor of Arts degree in Accounting from Michigan State University and a Masters of Business Administration degree from the University of Delaware. She is a Certified Public Accountant in Delaware and Pennsylvania and frequently speaks on tax planning and tax reform at workshops. She is a member of the Delaware Korean American Association’s Board of Directors as well as a member of the Audit Committee of Delaware Symphony Orchestra. Geerts previously served as Chair of the Delaware Society of CPAs’ Board of Directors and was instrumental in organizing the 2018 Big IDEas for Your Business Conference.

Myunghee and her husband live in Aston PA with their daughter, Leanna. They enjoy spending time at the beach. Welcome Myunghee!

C&R’s Newsletter Tradition