Q4 Beyond the Numbers
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    Firm News | Team Achievements | Firm Events | Blog | Social Committee

    FIRM NEWS

    Louis Plung & Company Named 'Best of the Best' Firm

    LPC Inside Best of the Best

    In August, Louis Plung & Company was honored to be named an Inside Public Accounting (IPA) Best of the Best firm for 2024!

    Only 60 firms in the country made the list ranked on more than 35 metrics.  That honor came on the heels of being recognized as an IPA Top 400 Firm and an IPA Fastest Growing Firm.

    Louis Plung & Company Receives 2024 Pittsburgh Business Times Fast 50 Award

    Fast 50 LPC

    For the first time Louis Plung & Company made the Pittsburgh Fast 50!

    At the Rivers Casino on August 29, Louis Plung & Company was recognized as the 35th Fastest Growing Company in Pittsburgh. The Fast 50 is presented by the Pittsburgh Business Times and out of 50 companies, Louis Plung & Company was the only accounting firm that made the list!

    We're Moving In April 2025!

    And we're staying in the Golden Triangle!

    The Louis Plung team will be expanding and beginning a new journey at 20 Stanwix in Downtown Pittsburgh. As stated by Pittsburgh Post-Gazette Staff Writer Mark Belko, “While others move on, an accounting firm is expanding in the Golden Triangle”. The move was also covered by Patty Tascarella in the Pittsburgh Business Times. 

    Learn More About the Move
    LPC Stanwix Move

    Congratulations, Cathy Battle

    LPC Cathy Battle

    We are thrilled to announce that Louis Plung nominated this year’s Pittsburgh ATHENA recipient, Cathy Battle—Executive Director of Western Pennsylvania Diaper Bank!

    Held on September 6th, the ATHENA awards were hosted by the Pittsburgh Tech Council at the Pittsburgh Westin Convention Center.

    Client Reminder: File Sharing with Egnyte

    At Louis Plung & Company, we are always looking for ways to better serve our clients. Earlier this year, we invested in technology to streamline your file sharing and tax processing and switched from ShareFile to Egnyte.

    If you haven’t yet made the switch to Egnyte, be advised that ShareFile will no longer be an option after October 31, 2024.

    Access the Egnyte portal here: Log in to Louis Plung & Company (egnyte.com) 

    Please reach out to your Louis Plung advisor with any questions and for additional guidance on accessing Egnyte, take a look at this short instructional video:

    Egnyte Connect

    TEAM MEMBER ACHIEVEMENTS

    Tao He

    Tao He named Pittsburgh Business Times’ 20 People to Know in Accounting 

    On September 4, LPC Tax Manager Tao He was announced as one of Pittsburgh Business Times’ (PBT) ’20 People to Know in Accounting’! Tao did an interview with PBT and gave them the inside scoop about what he would be doing if he wasn’t in accounting —click here to read!

    Miranda Safran

    Miranda Safran Receives Empower Pillar Award!

    Congratulations to Audit Supervisor Miranda Safran for being named the recipient of the Brave Women Project Empower Pillar Award! The award luncheon will be held on November 15th at the Sheraton Hotel in Station Square. Make sure to mark your calendars!

    New Hires: Welcome to the Team!

    Shannon Dusak

    Shannon Dusak is a recent grad of Indiana University of Pennsylvania, where she earned a B.S. in Accounting and a B.A. in Music. She has a little over a year of audit experience and is a great addition to the LPC Audit team!

    Alijah Martin

    Originally from Morgantown, WV, Alijah Martin comes from an in-house accounting background, where she spent a few years before turning her focus to tax and joining the LPC Tax team!

    Caleigh headshot-1

    Caleigh Sisko comes from a legal background and has been doing administrative work for four years. She shifted from law admin to tax admin because she was drawn to the dynamic nature of tax law and wanted to leverage her analytical skills in a more targeted way.

    INTRODUCING OUR NEW FAMILY ADVISORY

    SERVICES TEAM

    Brad Shemeto
    Marty Dekker
    Jason Winter
    Jaime Aulicino

    At Louis Plung & Company, we have been providing a number of family advisory and wealth planning services for decades. To better serve our clients, we have recently expanded those services with a dedicated team including Tax Manager Brad Shermeto, Tax Manager Marty Dekker, Tax Director Jason Winter and Tax Supervisor Jaime Aulicino. Services include:

    • Family Accounting
    • Retirement/Insurance Planning
    • Trust/Estate Planning
    • Gift and GST Tax Planning
    • Asset Allocation Advisory
    Learn More About How Our Family Advisory Team Can Assist You

    EVENTS

    LPC Athena Reception

    ATHENA VIP Reception | August 8

    Held at the Hotel Monaco on August 8th, Louis Plung CMO Beth Bershok and Western Pennsylvania Diaper Bank Executive Director, Cathy Battle, attended the ATHENA VIP Reception to celebrate all of the 2024 Pittsburgh ATHENA and Young ATHENA nominees and finalists. Louis Plung had the honor of nominating Cathy Battle for this year’s ATHENA Award.

    LPC College Fairs

    College Career Fairs | September & October

    During September and the beginning of October, The LPC team visited and hosted a table at six college universities for the fall semester career and internship fairs: Robert Morris University, Washington & Jefferson College, St. Francis University, Duquesne University, Indiana University of Pennsylvania, and West Virginia University. If you didn’t have a chance to see us at one of these career fairs, learn more about Joining Our Team.

    BOARDS WE SERVE

    Tomayko Foundation

    Tomayko Foundation

    On July 25th, Tomayko Foundation Board Member and LPC Partner Tom Bakaitus participated in the Summer Art Auction at the Tomayko Gallery in Bloomfield.

    Financial Industries Network

    Financial Industries Network

    On August 5th, FIN Board Member and LPC Senior Manager Rachel Jenista attended the FIN Annual Golf Outing at Longue Vue Club.

    Strong Women Strong Girls

    Strong Women Strong Girls

    On August 6th, SWSG Board Treasurer and LPC Partner Lindsay Andrews and CMO Beth Bershok hosted a table at the 10th Anniversary Celebration of the Strong Awards.

    ACG Pittsburgh

    ACG Future Corporate Leaders

    ACG FCL Board Member and LPC Tax Supervisor Jaime Aulicino helped organize the Sept. 18 panel discussion on the tax, economic, and legal implications of this year’s presidential election. LPC Tax Partner Tom Schneider participated in the panel.

    Bridgeway Capital

    Bridgeway Capital 

    On October 16th, Bridgeway Capital Board Member and LPC Partner Tom Bakaitus attended the Bridgeway Capital Annual Event at the August Wilson African American Culture Center.

    Alzheimer's Association Greater PA

    Alzheimer's Association of Greater PA

    On October 19th, several LPC team members and Alzheimer's Association of Greater PA Co-Chair Beth Bershok attended the 2024 Walk to End Alzheimer's. LPC sponsored the After Party too!

     ON THE BLOG

    LPC Election Tax Plans

    Election Countdown: The Presidential Candidates' Proposed Tax Plans

    Louis Plung Tax Supervisor Jaime Aulicino, Tax Supervisor Karima ElKis, Tax Senior Kaitlyn Farber, and Tax Staff Member Matt Craw break down the proposed tax plans from the presidential candidates.

    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.  

    Q4 2024 Social Committee Initiatives

    VIEW PHOTO GALLERY

    Activities

    LPC Puttshack

    Puttshack Happy Hour | August 15

    One thing about the LPC team, we love a good putt! On August 15th, the Social Committee hosted a fun (yet competitive) mini-golf event at Puttshack—located in the Strip District Terminal.

    LPC Word Lunches

    Around the World Lunches | August 19 - October 7

    To help the team through the early fall busy season, the Social Committee brought food in every Monday from different cultures like the Middle East, Germany, Mexico, Jamaica, and Italy!

    LPC Audit Team Building (1)

    Audit Team Building Excursion | August 22

    The Audit Department decided to take an interesting approach to their team building exercise — being dual-handedly roasted by comedians Samantha Bentley and Chrissy Costa on The ‘Burgh Bus! What a fun way to cruise around the city.

    LPC Tax Team Building

    Tax Team Building Excursion| August 30

    The Tax Department took a trip to Pittsburgh’s North Side where they had to get super comfortable in the Museum of Illusions, followed by a few drinks at Southern Tier Brewery and a visit to Pittsburgh’s Annual Rib Fest! Talk about team building!

    Supporting Our Community

    LPC North Hills Community Outreach

    North Hills Community Outreach | August 8

    LPC Tax Director Duke Griffith, Senior Tax Manager Brandon Bupp, Audit Supervisor Miranda Safran, and Audit Supervisor Sam Heiman delivered 70 backpacks and 2,500 individual school supplies to North Hills Community Outreach’s 2024 Back-to School Supplies Drive. The entire LPC team came together to donate, surpassing all previous years!

    LPC FlyBy Fun Run

    FlyBy 5K & 2-Mile Fun Run | September 21

    LPC Audit Partner Lindsay Andrews and Audit Senior Doug Levis supported the Allegheny County Airport Authority (ACAA) for the 8th FlyBy 5K and 2-mile Fun Run/Walk! Lindsay and her son Zach ran the 2-mile Fun Run and Doug volunteered.

    LPC Pink Out

    Wear Pink Day | October 18

    In support of Breast Cancer Awareness Month, Louis Plung & Company participated in Wear Pink Day on Friday, October 18th. All donations that were made by LPC employees were matched by the firm.

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    Louis Plung & Company, 420 Fort Duquesne Blvd., #1900, Pittsburgh, PA 15222, USA

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