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February 2, 2015 Of Note

CPA Society Names “New and Young Professionals to Watch”

J. Tobias Freeman
Katherine McNair
Evan Kalish

The Connecticut Society of CPAs has announced its 2014 “New and Young Professionals to Watch,” a select group of up-and-comers, aged 35 and younger, who have set themselves apart as emerging leaders in the accounting profession.

The group includes J. Tobias Freeman, manager of CohnReznick, Hartford; Katherine McNair, audit supervisor of O'Connor Davies, Wethersfield; and Evan Kalish, tax senior of Saslow Lufkin & Buggy, Simsbury.

As a manager at CohnReznick's Hartford office, Freeman coaches younger staff and helps recruit new hires at open houses and career fairs. He is a member of the firm's Affordable Housing Next Generation Leaders Program and co-leader of affordable housing training for staff and seniors.

As leader of the government practice at O'Connor Davies' Wethersfield office, McNair is responsible for not only reviewing others' work, but setting up audit work templates, training, and scheduling. She works with all staff members in the office to help them understand what they're doing and why they're doing it, and answers numerous questions thoroughly and patiently.

Since becoming a tax senior at Saslow Lufkin & Buggy in Simsbury, Kalish has helped train new staff and interns and is the go-to person for younger tax staff. He frequently represents the firm at area business and networking events through organizations like Hartford Young Professionals and Entrepreneurs (HYPE), MetroHartford Alliance, and Network After Work.

PLANSPONSOR Magazine Names USI Consulting Group to Top 10 Lists

Glastonbury's USI Consulting Group has been named to two top 10 Lists in PLANSPONSOR Magazine's 2014 Year in Review.

The firm was listed as a “Top 10 Defined Benefit Provider” in the category of “Total of Defined Benefit Plans,” and as a “Top 10 NQDC (Nonqualified Deferred Compensation) Provider” in the category of “Percent of Bundled NQ + DC Clients.”

Wireless Zone Makes Entrepreneur's Franchise 500 List

Wireless Zone of Middletown, a Verizon Wireless retail franchise system, has been named to Entrepreneur Magazine's 2015 “Franchise 500” list.

Ranked as No. 231 for worldwide franchises, this year's ranking marks the sixth time the Wireless Zone system has made the prestigious list.

The ranking was based on factors including financial strength and stability, growth rate, company age, startup costs, and more. 

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