Q1 Beyond the Numbers ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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    Firm News

    Lindsay Andrews officially steps into the role of Managing Partner

     

    Louis Plung & Company reached an exciting milestone this summer as Lindsay Andrews, CPA, officially stepped into the role of Managing Partner on July 1st, during the firm’s 105th year.

     

    Lindsay’s appointment marks two historic firsts for LPC: she is both the firm’s first female Managing Partner and the first non-family member to lead the organization. After serving as Co-Managing Partner alongside Lou Plung since July 2025, Lindsay now begins this next chapter of leadership with a strong foundation and a clear vision for the future.

     

    While transitioning from firm leadership responsibilities, Lou will continue to serve clients and support LPC’s strategic growth. As we look ahead, we are excited by the leadership, innovation, and client-focused service that will continue to shape the future of LPC.

     

     

    Lindsay Andrews Headshot Website

    LPC Announces Two New Partners

    We’re proud to announce that Kelly Nelson, EA, MST and Katee Monahan, CPA, CFE, have been named partners at Louis Plung & Company. Their promotions bring LPC’s leadership team to eight partners. Kelly has dedicated her 25-year career to trust and estate tax as part of our Family Advisory Services practice, while Katee brings more than 13 years of specialized audit experience. Congratulations to Kelly and Katee on this well-deserved achievement!

    Kelly Nelson Headshot Webiste

    Kelly Nelson, EA, MST

    Partner

    Katee Monahan Headshot (1)

    Katee Monahan, CPA, CFE

    Partner

    INSIDE Public Accounting

     

    Louis Plung & Company is thrilled to share that we’re #345 on INSIDE Public Accounting’s 2026 IPA 500, placing us among the IPA's Top 400 firms. The annual ranking lists the 500 largest accounting firms in the United States by net revenue.

    On top of that, IPA named us one of the 2026 Fastest Growing Firms!

     

    Huge thanks to both our clients, for their continued trust, and to our team, for their dedication to great client service.

     

    View the full rankings:

    https://insidepublicaccounting.com/ipa-top-500-firms/

    IPA - Award Logo - Top 400 Firms
    IPA - Award Logo - Fastest Growing Firm

    Team Promotions

    We are proud to recognize our two team members whose hard work and dedication have earned well-deserved promotions: 

    Raj Headshots with Background 1

    Raj Sidhu

    Tax Supervisor

    Peyton Michaels LinkedIn

    Peyton Michaels

    Audit Supervisor

    Congratulations Josh Sherdel!

    _Jaime Aulicino Headshot (1)

    Congratulations to Audit Senior Josh Sherdel for passing all four sections of the CPA exams! 

    WELCOME TO THE TEAM

    New Hires: Welcome to the Team!

    Louis Plung & Company continues to grow and is excited to welcome the following new hires to the team:

    ethan

    Ethan Croushore

    Audit Staff

    Alex

    Alex Hann, CPA

    Tax Supervisor

    Jay

    Jay Hong

    Tax Senior

    cherry

    ChiranJeevi Podapati

    Tax Supervisor

    austin

    Anthony Simm

    Tax Staff

    LPC Welcomes Four New Interns for the Summer Season

    Sydney

    Sydney Klein

    TAS/Tax Intern

    Penn State University 

    Sydney  (2)

    Dalton Kuhn

    Tax Intern

    Robert Morris University

    Sydney  (3)

    Bryce Robson

    Audit Intern

    University of Dayton

    Sydney  (1)

    Anna Snyder

    Tax Intern

    Duquesne University

     ON THE BLOG

    Manikas Blog Linkedin (Instagram Post (45)) (1)

    Is the IRS really contacting you? What you Need to Know About the Latest Tax Scam

    As the IRS continues to modernize the way it communicates with taxpayers, scams will continue to evolve as well, creating new risks for individuals and businesses alike. Manika Steele, Ph.D., EA, highlights the importance of understanding how the IRS typically contacts taxpayers and explains how taking a moment to verify any unexpected notice before responding can go a long way in protecting your identity, your finances, and your tax refund.

    Read the Full Article
    On the blog (Instagram Post (45)) (2)

    How Taxation Helped Shape America: A Fourth of July Reflection

    In honor of the United States' 250th anniversary, LPC Senior Sue Morgan reflected on how taxation shaped America's growth, responded to national challenges, and evolved throughout the country's history. The article explored the lasting impact of tax policy on the nation's development and economy.

    Read the Full Article
    On the blog (Instagram Post (45)) (3)

    Tariff Refunds Are Now Available: What Importers and Their Finance Teams Need to Know 

    Could your business be eligible for tariff refunds? Recent changes following a U.S. Supreme Court ruling may allow certain importers to recover IEEPA tariffs paid, plus interest. But eligibility, deadlines, and filing requirements matter. Read our latest blog by Lindsay Andrews, CPA, Brandon Bupp, CPA, Greg McGuire, CPA, CMAA, Anthony Uberti, CVA, and Sydney Klein to learn the next steps.

    Read the Full Article
    DealMakers Podcast (Instagram Post (45)) (1)

    Smart Business Dealmakers: The Middle-Market M&A Podcast

    Following the Pittsburgh Smart Business Dealmakers Conference, Greg McGuire, CPA, CMAA, Senior Manager of Transaction Advisory Services, takes a deeper dive in a podcast on the technical and operational challenges companies should consider long before a deal closes. From deal structure nuances to the human side of integration, Greg shares insights into the issues that can quietly erode value if not addressed early. Successful transactions aren’t just about getting the deal done. They’re about making sure it works afterward.

     

    Read the Full Article

    RECENT EVENTS

    I.E.E Summer Social Instagram

    IEE Summer Social

    CMO Beth Bershok, Marketing & Client Experience Manager Alyssa Falarski, and Partner Kelly Nelson, EA, attended the Institute for Entrepreneurial Excellence (IEE) Summer Social at Bella Sera in Canonsburg on June 3rd. The event welcomed more than 300 entrepreneurs, business owners, and community leaders!

    _PSMA Summer Social  Linkedin (2)

    Summer Social

    LPC's Marketing & Client Experience Manager, Alyssa Falarski; Manager of Firm Administration, Danielle Blanco; and Marketing Coordinator, Ellie Ewing, attended the Summer Social Happy Hour hosted by the Professional Services Marketing Association (PSMA), the American Marketing Association (AMA) Pittsburgh, and the Pittsburgh Legal Administrators Association on June 6th. A special shoutout to Quatrini Law Group for sponsoring the event and opening the doors of its stunning new office space to us!

    LPC’s CMO Beth Bershok linkedin

    Association for Accounting Marketing (AMM) Summit 2026

    For a week in May, CMO Beth Bershok and Marketing & Client Experience Manager Alyssa Falarski attended the Association for Accounting Marketing (AAM) Summit 2026 in Palm Springs, CA. The conference provided valuable opportunities to connect with peers, exchange ideas, and explore emerging trends impacting accounting and professional services marketing. Attendees also celebrated the organization's rebrand to the Association for Accounting Growth (AAG), reflecting the expanding impact of marketing across the profession.

    Screenshot_28-7-2026_171348_www.linkedin.com

    NAIOP Awards Banquet

    NAIOP, a leading association of commercial real estate developers, made the announcement at its Annual Pittsburgh Awards Banquet on May 28th that it was rebranding as the Commercial Real Estate Development Association (CREDA), and our team was there. Partner Tom Schneider, CPA, Manager Thomas Culleiton, CPA, and Marketing & Client Experience Manager Alyssa Falarski enjoyed an evening of connections and conversations with professionals in the real estate, construction, and development communities.

    Pittsburgh Walk to End Alzheimer’s Corporate Mixer Linkedin

    Walk to End Alzheimer's Corporate Mixer

    Marketing & Client Experience Manager Alyssa Falarski represented LPC at the Pittsburgh Walk to End Alzheimer's Corporate Mixer hosted by Dollar Bank on May 7. The event officially kicked off the 2026 Walk season and brought together community and business leaders in support of a meaningful cause. LPC was proud to announce its role as the first-ever coffee sponsor of the Pittsburgh Walk to End Alzheimer's in Schenley Park. Mark your calendars for Sunday, October 17 2026.

    Unlocking the Hidden Potential of Your CRM Social Post (1)

    Unlocking the Hidden Potential of Your CRM

    Marketing & Client Experience Manager Alyssa Falarski moderated the Professional Services Marketing Association (PSMA) panel discussion, Unlocking the Hidden Potential of Your CRM, on May 11. Industry experts Bob Goricki of Strategic 7 Marketing and RJ Huebert of HBT Digital Consulting shared strategies for maximizing CRM investments and strengthening client relationships through better data utilization and business development practices.

    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 2026 Social Committee Initiatives

    VIEW PHOTO GALLERY

    Activities

    Pirates Game  (3)

    LPC Pirates Game 2026 

     

    The LPC team, along with family and friends, enjoyed an unforgettable evening at PNC Park for our annual summer outing on June 11th, cheering on the Pittsburgh Pirates as they took on the Los Angeles Dodgers. From great food and drinks to postgame fireworks and plenty of shared laughs, the night was a wonderful reminder of how great it is to come together and celebrate beyond the office even if the Buccos didn’t come away with the win.

    Final Take your child to work day 2026

    LPC Bring Your Child to Work Day

    Bring Your Child to Work Day at Louis Plung & Company was a success! On May 1, the kids came to LPC for a day of fun. They had a blast designing their own office badges, creating their own companies, taking professional headshots, and getting a chance to see their parents in action. A huge thank-you to our social committee for putting this together and helping keep everything running smoothly with the kiddos!

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

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