Louis Plung & Company is pleased to announce the promotion of Brandon Bupp, CPA, to Partner. 

A 2012 graduate of Robert Morris University, Brandon joined LPC in 2018 and was named Director of Client Advisory Services (CAS) in 2025.

In his new role as Partner, Brandon will continue to lead the CAS group, overseeing CFO and Controller-level advisory services, cloud-based bookkeeping, financial planning and analysis, budgeting, and other client advisory functions for companies across industries such as manufacturing, energy, distribution, real estate development, construction, and closely held businesses.

Congratulations to Miranda Safran, CPA, on her promotion to Manager of Client Advisory Services (CAS), as well as passing her CPA Exam.

Congratulations to Dani Blanco on her promotion to Manager of Firm Administration.

Louis Plung & Company is thrilled to continue to grow and to welcome the following new hires to the team:

Anthony Uberti

Senior Valuation Manager - Transaction Advisory Team

Kelly Nelson

Senior Tax Manager- Family Advisory Services Team 

Lanna Valenti

HR Director

Alex Crawford

Audit Staff

Matt Borczyk

Tax Senior

Jobahana Toledo Medina

Audit Intern

Duane Pratt

Audit Intern

Alexander Barker

Tax Intern

Nate Carroll

Tax Intern

Raul Munoz

Tax Admin Intern

Ethan Oniboni

Tax Intern

Randy Sheffler

Tax Intern

Kaylyn Weichel

Tax Intern

Smart Business Dealmakers Conference

Feburary 19, 2026 | Downtown Pittsburgh 

Once again, Louis Plung & Company is sponsoring the Pittsburgh Smart Business Dealmakers Conference!

This premiere middle-market M&A conference includes a full day of education and networking - connecting entrepreneurs, investors & advisors. Join us on Thursday, February 19th, 2026, at the Downtown Wyndham Grand Pittsburgh starting at 8:00 a.m.

Check out the full agenda, timeline & sessions here. Register with a special Louis Plung promo code & get $250 off the ticket price! 

ACCESS YOUR UNIQUE LINK FOR $250 OFF TICKETS HERE. 

PROMO CODE: LOUISPLUNG250

Don't miss our panel! LPC & CIBC will host a panel discussion from 3:00 – 3:40 p.m. Post-Close: When the Real Work Begins moderated by LPC CMO Beth Bershok and featuring LPC Partner Tom Bakaitus.

We’ll cover post-close war stories - including senior management issues, international complexities, financial issues (even an FBI raid) …we’ll also give insight into how some of these post-close complications can be avoided with proper planning.

Giving Tuesday Alert: The New OBBBA Rules That Could Boost Your Deduction

Tax Staff Aidan Wilwohl and Tax Manager Jaime Aulicino, EA, explain the new OBBBA rules that could boost your deductions. 

Foundation Tax Strategy: The Differences Between Public and Private Foundations 

What is the difference between public and private foundations when it comes to taxes? Tax Staff Steven Fisher, MBA, explains the benefits and limitations to both types of foundations and tax strategies to consider.

A Taxpayer's Perspective: Getting Organized for Tax Season 2026

Tax time is upon us! With new tax laws, rules & regulations, what do you need to do to get organized as your 2025 tax documents arrive in the mail?
Louis Plung & Company Tax Senior, Manika Steele, PH.D., EA, helps you sort through the confusion:

Pointe in Time Dream Gala

The Pittsburgh Ballet Theatre hosted a Pointe in Time Dream Gala at the Westin in Downtown Pittsburgh on November 15th.

The Louis Plung & Company Team danced the night away to the sounds of the Jason Kendall Band- including Partner Thomas Bakaitus, CMO Beth Bershok, and Marketing & Client Experience Manager Alyssa Falarski.

Annual ACG Holiday Party

The Louis Plung & Company team had a festive time at the annual party on December 4th hosted by ACG Pittsburgh, CFA Society Pittsburgh, FEI Pittsburgh, Financial Industries Network, NACD Three Rivers Chapter, Pittsburgh Venture Capital Association, and TMA Pittsburgh.

Our team mixed & mingled at the Fairmont with the Grinch & over 450 other guests ( and thoroughly enjoyed the outstanding candy bar).

Holiday Fun at Louis Plung

Louis Plung & Company came together at the Ritual House On December 5th for our annual holiday celebration. Delicious food, a beautiful atmosphere, and plenty of festive cheer made for a wonderful celebration!

A special shoutout to Danielle Blanco for organizing such a wonderful holiday party for the firm! We appreciate all the effort she put in to make it a memorable day for everyone!

December Celebrations & Holiday Sweater Contest

Louis Plung & Company celebrated December birthdays and work anniversaries with a delicious Chick-fil-A lunch!

The Holiday Sweater Contest added to the fun! Huge congrats to Alijah Martin, on the win! Thank you to our LPC Social Committee for putting this all together.

LPC Visits West Virginia University

Tax Senior Alijah Martin, CPA, and Audit Senior Peyton Michaels had the opportunity to present to Beta Alpha Psi, an international honor society for students and professionals in Accounting, Finance, and Management Information Systems at West Virginia University. During the presentation, Alijah and Peyton provided an overview of the company, discussed their roles, and described what their daily work entails.