Promotions At Siegfried Advisory

Please join us in congratulating the following team members for well-deserved promotions. These folks have shown alignment to firm and team vision, 5-star client service, overall performance, values and leadership qualities worthy of a promotion.

  • Steve Hutchison, FAS Director
  • Shaun Menkhaus, Tax Manager
  • Brieann Capecci, Level 3 Senior Tax Associate

Congratulations!

Crime and Cryptocurrency: Investors Beware

People are taking about cryptocurrency. And with so much interest in the topic, Siegfried Advisory’s Alyzabeth Smith, along with Judith Herron, CPA, recently published an article on CPA Now, a blog from the Pennsylvania Institute of CPAs. The article, which focuses on cryptocurrency and crimes that could be associated with it, can be found in full here.

Shaun Menkhaus earns Certified Valuation Analyst designation

Siegfried Advisory would like to congratulate Shaun Menkhaus for becoming a Certified Valuation Analyst (CVA)! Through training and rigorous testing, CVAs demonstrate they are qualified to provide capable and professionally executed valuation services. 

The CVA designation is an indication to the business, professional, and legal communities that recipients have met the rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial consulting and litigation, and related consulting disciplines.

How can a CVA help you? Many business owners believe the value of their business is net profit, or gross sales, multiplied by an industry rule of thumb. This is simply not the case. In fact, the application of an industry rule of thumb formula often results in a value determination that differs greatly from the actual value that could be determined by a CVA.

Siegfried Advisory’s Jeff Osberg Makes a Name in Philly’s Amateur Golf Scene

Our very own Jeff Osberg was recently highlighted in an article in Global Golf Post titled “Osberg Makes a Name in Philly Amateur Scene.” The article, which declares Philadelphia as “one of the best places for a competitive amateur to hang his golf visor,” provides insight from Osberg about the delicate balance between the office, home, and the game.

Read the full article here.