Hannah J. Oglesby, CPA, CFP®Elected to Partner
Wallace Plese + Dreher (WP+D) elected Hannah J. Oglesby, CPA, CFP® to partner, effective January 1, 2024, bringing the Firm’s total partners to ten.
Tag: Arizona CPAs
Wallace Plese + Dreher Named 2023 Arizona Top Workplace
For the third consecutive year, Wallace Plese + Dreher has been named as an Arizona 2021-2023 Top Workplace. Survey results are based on specific qualities: compensation, benefits, workplace flexibility, leadership, and training.
Allison Lynn Dozbaba, CPA | Named a Most Influential Woman in Arizona Business
Congratulations to Allison Lynn Dozbaba, CPA, tax partner, on being selected as one of the Most Influential Women in Arizona Business for 2023.
Phoenix ZooLights
Wallace Plese + Dreher’s employees enjoyed a unique holiday experience at the Phoenix ZooLights.
Phoenix Friends Experience
Understanding the importance of establishing meaningful relationships inside and outside the office, partners and employees took part in the FRIENDS Experience Phoenix.
Mergers and Acquisitions | Analyzing the Deal
How can you tell if a deal makes practical and financial sense? A short question with a complicated answer. Knowing the basics of when or if a deal makes practical and financial sense is helpful, but seeking help from a CPA to analyze the pros and cons is essential.
Guidance on Schedules K-2 and K-3
The IRS provided further details on additional transition relief for certain domestic partnerships and S corporations preparing the new schedules K-2 and K-3 to further ease the change to these new schedules.
Arizona CPA Firm | Culture | Upward Mobility | Growth Opportunities
Wallace Plese + Dreher promoted 15 employees ranging from Tax Senior to Senior Tax Manager. Some employees started their careers with the Firm, others transition from industry to public accounting, and some joined the Firm after graduating college.
Stephen J. Rodis, CPA Appointed to Arizona State Board of Accountancy Board
Governor Ducey appoints Stephen J. Rodis, CPA to the Board of the Arizona State Board of Accountancy.
Arizona CPA Firm Great Upward Mobility
At WP+D, employees and clients both benefit from working with an Arizona CPA firm versus a regional or national one. At larger firms, one may never meet or interact with a partner until they are a manager. This is not the case at WP+D, where the culture is centered around approachability and accessibility.
Wallace Plese + Dreher Named Arizona 2021 Top Workplace
Wallace Plese + Dreher has been named as an Arizona 2021 Top Workplace by AZ Central. The award was based on feedback and survey results from the Firm’s employees.
Randy G. Brammer, CPA Designated Managing Partner
Effective January 1, 2021, Wallace Plese + Dreher (WP+D) designated Randy G. Brammer, CPA as the Firm’s new Managing Partner. Mark R. Dreher, CPA, former Managing Partner, remains a partner and will continue assisting businesses with sales, purchases, mergers and acquisitions.