Q2 Beyond the Numbers
View in browser

louisplung.com

    logo-white-sm
    Screen Shot 2023-01-03 at 11.19.15 AM

    FIRM NEWS

    We've Moved to 20 Stanwix Street!

    We officially moved into our new location on Thursday, April 24th.

    We are thrilled to say we have moved into our new office in Downtown Pittsburgh. Read more about our recent move in the Pittsburgh Business Times articles below!

    Sisterson, Grossman Yanak & Ford, Louis Plung relocate offices - Pittsburgh Business Times

    Louis Plung & Co. relocates to new headquarters in downtown Pittsburgh - Pittsburgh Business Times

    LPC MOVE-1
    1 Large
    2 Large
    3 Large
    4 Large

    Louis Plung Recognized Among Top Accounting Firms In Pittsburgh

    Louis Plung & Company was recently ranked among Pittsburgh's top 20 largest accounting firms by the Pittsburgh Business Times' Book of Lists, based on the number of professional staff. We made the list at #14 and are proud to be included among the region's largest firms, reflecting the growth and stability of our team.

    TEAM MEMBER ACHIEVEMENTS

    Managing Partner Lou Plung Makes His Forbes Debut

    LouPlung_WebBio_358x495

    On April 17th, Lou Plung was named one of America’s Best-in-State CPAs by Forbes! Lou was one of three Pittsburgh-metro area CPA’s to be recognized in the 2025 inaugural list. This list was determined by influence on the profession, community service, and thought leadership.

    Read the Full Article

    CMO Beth Bershok Wins 'Woman of Influence' Award

    BethBershok_WebBio_358x495

    CMO Beth Bershok has been named one of the honorees for Pittsburgh Business Times’ Woman of Influence Award! The award ceremony will take place at Acrisure Stadium on May 21, 2025.

    See the complete list of honorees by clicking the link below:

    Full List of Honorees

    New Hires: Welcome to the Team!

    7

    Kirsten Everett

    Tax Senior

    10

    Michael Teitel

    Audit Senior

    5-1

    Steven Fisher

    Tax Staff

    8

    Madi Bellon

    Tax Admin Assistant

    6-1

    Alyssa Falarski

    Marketing & Client Experience Manager

    9

    Ellie Ewing

    Marketing Coordinator

    Welcome 2025 LPC Summer Interns!

    We are thrilled to welcome the following talented 2025 Summer Interns to the Louis Plung & Company team:

    • Ryan Crissman | Tax Intern | Westminster College
    • Patty Fernandez | Audit Intern | Syracuse University
    • Jovan Kojic | Audit Intern | University of Pittsburgh
    • Calista Larue | Audit Intern | Washington & Jefferson College
    • Gracie Ruch | FLVS Intern | Juniata College
    • Emily Wincko | Tax Intern | University of Pittsburgh

    RECENT EVENTS

    Beth Bershok Panel

    'It's a Sprint, Not a Half-Marathon' Panel | February 12

    Hosted by the Professional Services Marketing Association and PLAA, CMO Beth Bershok appeared on a panel with Waldron Private Wealth Business Development Specialist, Lynne Schultz to share their insights on business development, tips on networking and approaches to take when strategizing your personal development plan.

    2025 Dealmakers

    Smart Business Dealmakers Conference| February 27

    Partner Tom Bakaitus and CMO Beth Bershok represented LPC on a lively panel discussion at the conference regarding the relevancy of letter of intent (LOI) and how it aids in sealing a business deal. Partner Tony Montanaro followed with a Smart Business podcast on LOIs.

    BOARDS WE SERVE

    JA Logo

    Junior Achievement of Western Pennsylvania

    Louis Plung’s Marketing & Client Experience Manager

    Alyssa Falarski is a member of the Junior Achievement of Western Pennsylvania Young Professionals Board. JA equips students with the skills needed for future success through hands-on programs in financial literacy, work readiness, and entrepreneurship.

     

    On April 3rd, Alyssa volunteered at one of Junior Achievement’s signature initiative’s Biztown. Along with other community volunteers, she guided third and fourth graders through a simulated town experience as they applied real-world concepts by managing businesses, handling finances, and practicing civic responsibility. Later in the month, she participated in a Bowl-A-Thon fundraiser that raised over $20,000 for JA’s programs.

     

     

     ON THE BLOG

    Family Limited Partnerships and Building Generational Wealth

    Family Limited Partnerships and Building Generational Wealth

    Authored By: Brad Shermeto, Tax Manager

    Read the Full Article
    The Importance and Pitfalls of a Letter of Intent (LOI): Setting the Stage for Deal Success

    The Importance and Pitfalls of a Letter of Intent: Setting the Stage for Deal Success

    Authored By: Matt Goss, Business Valuation Manager

    Read the Full Article
    Donor-Advised Funds vs. Private Foundations: Which One is Right for You

    Donor-Advised Funds vs. Private Foundations: Which One Is Right for You

    Authored By: Jaime Aulicino, Tax Supervisor

    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.  

    Q2 2025 Social Committee Initiatives

    VIEW PHOTO GALLERY

    Activities

    Post Tax Season Party

    Post Tax Season Party

    Whew—what a much-needed party! The Louis Plung team gathered at Revel & Roost in Downtown Pittsburgh to unwind, chat, and celebrate the finale of tax season.

    As always, it was a great time being able to spend some bonding time with our colleagues.

    Supporting Our Community

    Beth Neuroscience Next

    AAIC Neuroscience Next Conference | February 25

    CMO Beth Bershok spoke at the AAIC Neuroscience Next, a global conference that raises awareness of Alzheimer’s disease and sheds light on the recent research that has been gathered from clinicians and scientists. There were only 12 hub cities that hosted Neuroscience Next globally. Pittsburgh was one out of the two cities that hosted the conference in the U.S.!

    Ruffed Grouse Society

    Ruffed Grouse Society Annual Banquet | March 7

    Hosted at the DoubleTree Hilton Pittsburgh-Cranberry, Senior Garrett Yarman, Senior Peyton Michaels, and Senior Manager Brandon Bupp attended Ruffed Grouse Society’s 46th Annual Banquet on March 7th, where the local community comes together to promote and support a safe and healthy forest wildlife.

    1744304838001

    Robert Morris University Accounting Class Visit | April 8

    HR Director Bill Kerl, Tax Senior Manager Tao He, Audit Senior Manager Joe Repko, and Tax Staff Member Adam Cox took a trip to RMU and presented to the Intermediate I Accounting class. Discussing all things from tips on landing their dream job in the industry to informing them on crucial software and technology in accounting, the team had a great time!

    Pittsburgh Parade Day Dash

    Pittsburgh Parade Day Dash| March 15

    On March 15th, Senior Auditor Doug Levis volunteered in the post-race festivities at the St. Patrick’s Day Parade Day Dah 5k and 1-mile run.

    This first-time ever event took place in Market Square Downtown.

    LinkedIn
    Instagram
    Facebook
    X

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

    Unsubscribe Manage Preferences