William E. Troup, CPA
Managing Partner
- Responsible for overall Firm administration and support services since 1997
- Partner-in-Charge of the Firm’s assurance services practice and information technology consulting practice
- Clients broadly encompass closely-held businesses, family offices and investment partnerships, professional service firms, employee benefit plans, cultural and economic development organizations, foundations, healthcare and religious organizations
Bradley P. Lusk, CPA
Assurance Services Partner
- Client focus: privately owned, middle market clients, private foundations, not-for-profit entities
- Works with manufacturing, distribution, private equity, service, real estate, emerging businesses
- Provides ongoing consultation regarding various business, financial and operational issues relative to internal control, cash management and forecasting, budgeting, operational review, and strategic planning
John C. Kaye, CPA, CVA, CFE
Consulting Partner
- Litigation services and forensic accounting services including fraud investigations, construction claims, intellectual property disputes and breach of contract matters and has served as an expert witness or consultant on a wide range of cases
- Provides merger and acquisition related services including buy-side and sell-side due diligence, valuation services and operational reviews
- Shares responsibility for the Firm’s field examination services which Sisterson provides to Asset Based Lenders and provides other lender services
Robert P. Overbaugh, CPA, CVA
Consulting Partner
- Directs the Firm’s consulting services, including litigation and claims services, business and intangibles valuations, acquisitions and other consulting services.
- Responsible for many business advisory and investigative services engagements regarding business planning, profitability analyses, litigation and other disputes, mergers, acquisitions, divestitures, financing, cash management, reorganizations, liquidations and other matters
- Shares responsibility for the Firm’s field examination services which Sisterson provides to Asset Based Lenders
Michael C. Comstock, CPA
Tax Partner
- Works with privately held businesses, large S corporations and high net worth individuals
- Understands multi-state taxation issues and handles taxation continuing education
- Client focus: not-for-profit organizations, private foundations, investment companies, service businesses and manufacturers
Donna J. DeFilippi, CPA
Tax Partner
- Partner-in-Charge of tax services to individuals and directs the Firm’s personal financial planning practice (Series 7 & 66)
- Client focus: high net worth individuals, closely held C corporations, S corporations, LLCs, investment and real estate partnerships
- Works with Firm’s alternative work arrangement program, performance management system and mentoring program
William M. Richardson, CPA
Tax Partner
- Extensive experience with mergers and acquisitions
- Client/industry focus: corporations, partnerships, individuals, estates and trusts, manufacturing, distribution, real estate, and technology
- Emphasis on planning with new tax legislation
Michael E. Schneider, CPA
Tax Partner
- Specialist in pass through entities and in consolidated corporate income tax returns and personal holding companies
- Provides consulting services and tax planning for closely held clients regarding the use of partnerships, limited liability companies, and S corporations, mergers, acquisitions and divestitures
- Client focus: oil & gas, real estate, investment companies, and private equity funds
John J. Sieger, CPA
Tax Partner
- Partner-in-Charge of tax services for trusts and of tax research resources
- Client focus: federal and state taxation of trusts and their beneficiaries
- Provides tax services for high net worth owners and executives of closely held businesses and their families
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