Q2 Beyond the Numbers
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    TEAM MEMBER ACHIEVEMENTS

    Beth Bershok Honored with 2025 ATHENA Award

    Beth ATHENA Award

    Congratulations to Louis Plung & Company's Chief Marketing Officer, Beth Bershok on winning the 2025 ATHENA Award!

    The 2025 finalists were honored at the annual ATHENA Awards Luncheon at the Westin Downtown on September 5th. This honor recognizes women who excel in their careers, contribute to their communities, and inspire others through mentorship. 

    Katee Monahan Named PICPA Young Leader Award Winner

    Katee M

    Senior Manager Katee Monahan has been named a Pennsylvania Institute of Certified Public Accounting (PICPA) Young Leader Award Winner.

    The PICPA annually recognizes its members under the age of forty who demonstrate a commitment to the accounting profession through active PICPA or community volunteer activities. Katee recently joined the Women in Accounting PICPA committee and says, in the Fall 2025 Pennsylvania CPA Journal, "Giving back in that way is something I find both meaningful and energizing."

    Jaime Aulicino Appointed FAS Group Leader

    Jaime Promotion

    Congratulations to Louis Plung & Company Manager Jaime Aulicino, who was named leader of LPC’s Family Advisory Services (FAS Group) shortly after her promotion to Manager.

    Her team works with high-net worth individuals, business owners, and family offices – providing strategies designed to preserve generational wealth.

    Learn More About FAS

    WELCOME TO THE TEAM

    Growth Continues in LPC’s Transaction Advisory Team

    Greg M Headshot with background

    The Louis Plung & Company Transaction Advisory Team continued to expand with the addition of Senior Manager Greg McGuire, CPA, CM&AA in September.

    Greg brings years of experience in transaction due diligence- including Quality of Earnings (QofE) reports- particularly in the industries of private equity, manufacturing, construction, transportation, and professional services.

    Our Transaction Advisory Practice

    New Hires: Welcome to the Team!

    Stephanie DeWitt

    Stephanie DeWitt

    Tax Senior

    Colin K

    Colin Klosky

    Tax Staff

    Jacob M

    Jacob Miller

    Audit Staff

    Jordan S

    Jordan Scherich

    Audit Staff

    Lillie S

    Lillie Swisher

    Audit Staff

    Camille W

    Camille Wolf

    HR Manager

    RECENT EVENTS

    Lori & Lou at Podium Night of Steel Gala

    Night of Steel Honors Lou and Lori Plung for Community Impact

    Huge congratulations to Louis Plung & Company Co-Managing Partner Lou Plung & wife Lori!  They were the Making the Difference Honorees at the 2025 Night of Steel Gala to benefit the Crohn’s & Colitis Foundation Western PA/WV Chapter.


    It got even better - before they accepted their award, a surprise announcement was made that the Plung Family Community Impact Award was being established in their honor. 

    OBBB Seminar

    LPC Presents One Big Beautiful Bill Act Seminar

    On September 17, Louis Plung & Company hosted an in-person seminar at the Duquesne Club focused on the One Big Beautiful Bill Act.

    Our Tax team delivered a comprehensive presentation on the significant changes introduced by the Act, including updates to individual, estate, and business taxation.

    Presenters included Manika Steele, Alijah Martin, Heidi Rozema, Jaime Aulicino, Thomas Bakaitus, Tom Schneider, and Tao He. 

    Special thanks to the LPC team members who supported the research, marketing, and event coordination efforts behind the scenes.

    Screenshot 2025-10-23 at 10.03.46 AM

    LPC Team Visits Universities Across the Region

    The Louis Plung & Company team participated in career fairs and accounting events across the region.

    • West Virginia University – Meet the Firms
    • Robert Morris University – Accounting Day

    • Point Park University – Career Expo

    • Washington & Jefferson College – Business Career & Internship Fair

    • Saint Francis University – Accounting & Finance Consortium

    • Indiana University of Pennsylvania – Accounting & Finance Career Fair

    • Duquesne University – Fall Career Fair

    • Robert Morris University – Fall Career & Internship Fair

    Light the Night DJ

    Light the Night Event Honoring Dennis "DJ" Loughran

    Louis Plung & Company team members honored late LPC partner, Dennis (DJ) Loughran, at Leukemia & Lymphoma Society’s Light the Night event on October 9th at Acrisure stadium.

    His son Matthew shared his story, and lanterns were raised in his memory. 

    BOARDS WE SERVE

    Jaime ACG

    Pittsburgh Association for Corporate Growth

    Jaime Aulicino has been named Vice-Chair of ACG Pittsburgh's Future Corporate Leaders (FCL) Board of Directors! She joined the Board in January 2023 and will now serve alongside ACG FCL Chair Samantha Spitzer Sheetz from Waldron Private Wealth. Her term as Vice-Chair runs through June 2027, when she will then take the resigns as Chair for two years.

    Girls Inc

    Girls, Inc.

    Louis Plung & Company sponsored a table at the Girls, Inc. Annual Strong Awards with Co-Managing Partner and Girls, Inc. Board member Lindsay Andrews, along with Senior Manager Katee Monahan, and CMO Beth Bershok at the Westin Convention Center in Pittsburgh. 

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    Alzheimer’s Association of Greater PA

    Louis Plung & Company attended The Alzheimer’s Association Walk to end Alzheimer’s on Saturday, October 18th. LPC also hosted an afterparty after the walk where Bindley Hardware Co. performed! A special thank you to LPC Staff members Raj Sidhu, Ellie Ewing, and Dani Blanco for setting up and staffing the Louis Plung & Company table during the event.

     ON THE BLOG

    OBBBA- steven

    Charitable Contributions – Donation Deduction Changes Under OBBBA

    Authored By: Steven Fisher, Tax Staff

    Read the Full Article
    Marty OBBBA Blog Post (1)

    The OBBBA: Education changes and the creation of the “Trump Accounts” 

    Authored By: Martin Dekker, Tax Manager

    Read the Full Article
    Jaime Blog

    OBBBA: A Game-Changer for Estate Planning and Wealth Transfer

    Authored By: Jaime Aulicino, Tax Manager

    Read the Full Article
    OBBBA blog- Tao

    OBBBA: Changes to Energy Credits 

    Authored By: Tao He, Tax Manager

    Read the Full Article
    OBBBA blog- Alijah

    OBBBA: Senior Impact

    Authored By: Alijah Martin, Tax Senior

    Read the Full Article
    Sarah Tax Blog  (1)

    Modernizing the Way America Pays Taxes – No More Paper Checks

    Authored By: Sarah Kaufmann, Tax Staff

    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 2025 Social Committee Initiatives

    VIEW PHOTO GALLERY

    Activities

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    Five Iron Event | August 22

    Louis Plung & Company team enjoyed an evening out at Fire Iron Golf in Market Square. A great evening filled with tasty food, drinks, laughter, and some friendly competition on the “course"!

    Audit Team Picnic

    Audit Team Picnic | September 19

    The Audit Team relaxed together with a picnic at 11 Stanwix! A great afternoon of tasty food, team bonding, and fun games! Congratulations to our cornhole champions Joshua Sherdel & Mary Gally!

    End of Busy Season

    End of Busy Season Celebration | October 15

    The Louis Plung & Company’s Social Committee organized and planned an end-of-busy-season celebration! It was a fantastic way to unwind after a successful yet busy few months! 

    Supporting Our Community

    NHCO LPC

    North Hills Community Outreach Backpacks &  School Supplies Drive

    For the fifth consecutive year, Louis Plung & Company’s Duke Griffith, Joseph Repko Peyton Michaels, and Miranda Safran, along with Joseph Zovko, the Treasurer of the Board, delivered backpacks and school supplies to North Hills Community Outreach. This year, LPC donated forty backpacks and 1,000 individual school supplies, which will be distributed to hundreds of children throughout Allegheny County.

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

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