Q2 Beyond the Numbers
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    IN MEMORIUM DENNIS "DJ" LOUGHRAN

    Louis Plung & Company is deeply saddened to announce the passing of Tax Parter Dennis Loughran.

    Dennis "DJ" Loughran, beloved Partner of the firm, passed away after a long illness on July 19, 2025. He will be deeply missed by his colleagues, the community, and the many people he mentored.  We invite you to learn more about DJ and the legacy he left on Louis Plung & Company and the city of Pittsburgh.

    DJ Memorial Linkedin
    Learn More about DJ's Legacy

    FIRM NEWS

    Lindsay Andrews Named Co-Managing Partner

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    IPA - Award Logo - Top 400 Firms 2025

    Lindsay Andrews has been named Co-Managing Partner alongside Lou Plung.

    Their co-managing roles are slated to last a year, with Lindsay stepping into the Managing Partner role on July 1, 2026 – making Lindsay the first female and first non-Plung family member to serve in that role in the firm’s 104-year history.

    Read more about this incredible firm milestone in the Pittsburgh Business Times article below!

     

    Louis Plung & Co. names Lindsay Andrews as co-managing partner

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    Louis Plung & Co. has been named to the Inside Public Accounting (IPA) Top 400 Firms list as determined by U.S. revenue.

     

    Thanks to our dedicated team and clients, we moved from 369 in 2024 to 366.

    TEAM MEMBER ACHIEVEMENTS

    CMO Beth Bershok In the Spotlight

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    2025 Women of Influence Honoree

    Louis Plung & Company’s Chief Marketing Officer, Beth Bershok, was named a 2025 Women of Influence Honoree by the Pittsburgh Business Times. The celebration took place at Acrisure Stadium on May 21. Read the feature from the Pittsburgh Business Times.

    ATHENA Award Program Finalist

    Beth was also named a finalist for the 2025 ATHENA Award Program of Greater Pittsburgh, presented by the Pittsburgh Technology Council, Fortyx80, and the ATHENA Host Committee. Join us in celebrating Beth and the other exceptional finalists at the September 5th luncheon at the Westin Convention Center Pittsburgh: Register here.

    Brandon Bupp Named Director of Client Advisory Services (CAS)

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    Louis Plung & Company is proud to announce that Brandon Bupp has been named Director of our Client Advisory Services (CAS) department. Brandon brings a proven track record of helping clients turn financial data into strategic action, combining deep technical expertise with a collaborative approach.

    In his new role, he will guide the CAS team in delivering tailored insights that empower businesses to plan, adapt, and grow with confidence.

    Learn More About CAS

    New Hires: Welcome to the Team!

    Gary

    Gary Bogatay

    Chief Operating Officer

    Katee

    Katee Monahan

    Audit Senior Manager

    Philip

    Philip Marcavitch

    Tax Manager

    Manika

    Manika Steele

    Tax Senior

    Heather

    Heather Bruder

    Tax Staff

    Mary

    Mary Gally

    Audit Staff

    Aidan

    Aidan Wilwohl

    Tax Staff

    2025 Louis Plung & Company Promotions

    Congratulations to all of our team members who earned promotions this year—your hard work, dedication, and leadership continue to drive Louis Plung & Company forward!

    2025 Louis Plung Promotions (2)

    New Certifications

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    Congratulations to Jim Wheeler from our Tax Department on passing the CPA exam in June - a tremendous achievement and milestone in his career!

    RECENT EVENTS

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    ABC Meet the Generals

    Louis Plung & Company was a proud table sponsor at the Associated Builders and Contractors of Western Pennsylvania (ABC) Meet the Generals event – an opportunity for construction subcontractors to mingle with general contractors. Our team members, Manager Thomas Culleiton and Senior Auditor Garrett Yarman spent the afternoon at Southpointe Golf Club connecting with contractors, engineers, architects, and suppliers. 

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    “Kimsurance” Golf Invitational

    Louis Plung & Company was a proud sponsor of this year’s “Kimsurance” Golf Invitational, hosted by Kim Harkobusic. LPC team members, Thomas Culleiton, Peyton Michaels, Garrett Yarman, and Alyssa Falarski enjoyed the day relaxing and playing golf! They took home 1st place in the costume contest (they dressed as “nerdy accountants”) and 3rd place as a foursome!

    BOARDS WE SERVE

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    Evolve Coaching

    Steven Fisher serves on the Board of Evolve Coaching and on June 12th, he was onsite for the groundbreaking of their new Inclusion Center in Garfield. The Center is expected to open in the summer of 2026 and will include an independence transition center for adults on the autism spectrum, coaching offices for college-career placement training, and a media center.

     ON THE BLOG

    Adams Blog Graphic

    Doing Business in PA? You Must File an Annual Report – Here’s the Breakdown

    Authored By: Adam Cox, Tax Senior

    Read the Full Article
    Peytons blog post

    Retirement Rules are changing (again): 2025 SECURE 2.0 Act Updates Explained

    Authored By: Peyton Michaels, Audit Senior

    Read the Full Article
    The One Big Beautiful Bill Act blog linkedin

    The One Big Beautiful Bill Act (OBBBA): What It Means for You

    Authored By: Adam Cox, Tax Senior and Manika Steele, Tax Senior

    Read the Full Article
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    Meet the Louis Plung & Company’s Summer 2025 Interns

    Check Out Their End Of Summer Updates

    Read the Full Article

    SOCIAL COMMITTEE

    The Louis Plung & Company Social Committee is a group that plans and coordinates events and activities to boost office morale, inter-departmental teamwork, and achieve a good work-life balance, while supporting and helping charities within the community.  The Social Committee was created almost 10 years ago and its members are of all staff levels and specialties from within the firm.  

    Q3 2025 Social Committee Initiatives

    VIEW PHOTO GALLERY

    Activities

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    Pirates Game | June 9

    Louis Plung & Company attended the Pittsburgh Pirates game at PNC Park (The Skull Bar) on June 9th! Such a fun night with coworkers, friends, and family!

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    Paint & Sip | June 27

    Louis Plung & Company held a paint and sip event on June 27th right at the office! The event was hosted by Paint the Town and the LPC team members channeled their inner Van Gogh with their own take on “Starry Night in Your City.”

    Supporting Our Community

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    LPC Office Move Donation

    During our office move from One Gateway to 20 Stanwix, 9 tons of still-useful office furniture were donated to Global Links for repurposing. Desks, chairs, and cabinets will now help healthcare workers around the world work more effectively and comfortably. 

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    Aces for Alzheimer's Golf Outing

    Metz Lewis & Continuim Equity Partners hosted their 11th Annual Aces for Alzheimer’s golf outing at Fox Chapel Golf Club! Louis Plung & Company sent a foursome – Partner Lindsay Andrews, CMO Beth Bershok, Senior Manager Brandon Bupp, and Manager Thomas Culleiton. Proceeds benefit the 2026 Pittsburgh Walk to End Alzheimer’s.

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    Louis Plung & Company, 20 Stanwix Street, Suite 901, Pittsburgh,PA,15222,USA,

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