Tag Archives: REDW LLC

Talking Stick Resort’s hotel tower.

REDW will host Tribal Finance Conference in Scottsdale

REDW LLC, one of the Southwest’s 10 largest and most respected certified public accounting and business consulting firms and nationally recognized for its service to Tribes, announced it will host The 2015 Tribal Finance and Leadership Conference at Talking Stick Resort in Scottsdale, Arizona on November 12th and 13th. The annual event, now in its 6th consecutive year, is organized by REDW and is exclusively designed for tribal leaders.

The keynote speaker at the conference will be Notah Begay III. A four-time PGA TOUR winner, Begay is the most accomplished Native American in the history of the PGA TOUR. Off the golf course, Begay’s commitment to working with tribal communities is undeniable. In 2002, Begay started NB3 Consulting, a full-service golf course development firm that has built some of the most highly recognized golf courses on Native lands. In 2005, Begay launched The NB3 Foundation, a federally recognized non-profit designed to battle obesity and Type 2 diabetes in Native American youth. Additionally, Begay is the founder of KivaSun Foods, a Native owned, all-natural food company with the mission of showcasing Native American sourced food products to a global audience.

The conference also features many high-level guest speakers. Among them is Dr. Veronica Tiller, a prominent historian, author, speaker and the contemporary authority on the modern-day economic life of Native American Tribes. Known as “Indian Country’s Ambassador,” Dr. Tiller recently published the Third Edition of Tiller’s Guide to Indian Country, which is hailed as the primary economic development resource for professionals working with Native Americans. Dr. Tiller will hold a special book signing following her presentation at the REDW Tribal Conference.

“Organizing this conference is part of our long-standing commitment to partnering with the tribal community. Each year, we bring together leaders and financial industry experts from tribes across the nation to discuss the unique challenges they face,” said Chris Tyhurst, REDW Principal and Chair of the REDW Tribal Conference. “REDW is proud to lead a conference that is viewed as one of the best tribal events available outside those offered by tribal associations, according to the feedback we receive from tribal participates each year. Given the speaker line up and the quality and diversity of topics, we are sure to delight our loyal tribal audience once again.”

More than 100 council members, finance and HR leaders, compliance and investment officers, attorneys and other professionals in tribal leadership roles are expected to attend this year’s conference, which will be held at the Talking Stick Resort, a tribally-owned Four Diamond casino hotel in Scottsdale.

Open to both REDW tribal clients and non-clients, the conference provides a unique opportunity for attendees to meet with diverse tribal experts and receive answers to complex accounting, financial, legal and management questions. To register or for more information, visit redw.com/tribalconference.

Conference topics include:

  • Latest Developments in Governmental Accounting
  • Finance and HR Metrics: A Collaborative Approach to Measuring and Impacting Organizational Performance
  • Tribal Tax Issues
  • How to Choose and Investment Advisor/Manager
  • OMB Uniform Grant Guidance: What you Need to Know for 2016
  • Financial Wellness Programs
  • Trends in Tribal Economic Development
  • Labor and Employment Law Changes: How Will this Impact Sovereign Immunity
  • Case Study: Gila River Health Care Corporation- A Tribal Health Care Success Story
  • Fraud Prevention & Detection
  • And more.
Key Elements to Retirement Planning

REDW forms Alliance Benefit Group Southwest

REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest, has announced the formation of Alliance Benefit Group Southwest (ABG-Southwest), a separate company for retirement plan recordkeeping and third-party administration services.

The change took effect earlier this year, when all REDW team members in the group transitioned to the new organization. Its name derives from the group’s established participation in Alliance Benefit Group, a nationwide network of independently owned retirement administration firms. Collectively, Alliance Benefit Group is one of the largest retirement plan administrator networks in the country providing administration services to more than 15,000 plans representing more than $56 billion in assets and over one million participants.

“Creating a separate, sister company provides our current clients with the support and focus of a firm dedicated exclusively to meeting the needs of both plan sponsors and plan participants,” said Carol Cochran, REDW Principal also head of ABG Southwest. “As an independent, standalone firm, ABG-Southwest is able to more clearly demonstrate our commitment to provide sound advice and innovative solutions like no other retirement plan administration firm in our marketplace.”

Dennis Davis, ABG-Southwest Senior Manager, added, “The same, highly skilled team of professionals in Albuquerque and Phoenix who assisted our clients under the REDW name for more than two decades are continuing to serve them. Creating the separate company simply makes it easier to create program enhancements and service offerings for clients – and assures them we are truly focused on their needs.”

“This move by REDW shows the power of the Alliance Benefit Group brand that’s been built by some of the nation’s leading recordkeeping firms over the past 22 years,” said Don Mackanos, President of Alliance Benefit Group. “Since joining the ABG network, I have had the privilege to get to know the leadership team of REDW Benefits, now ABG-Southwest.  They are highly regarded as a forward-thinking, results-oriented retirement plan firm with a strong commitment to delivering customized solutions to meet the unique needs of their clients. As the need to retain and attract top talent becomes increasingly more critical, ABG-Southwest is the firm companies want to have on their side.”

“This not a merger, acquisition or other change of ownership,” Cochran noted. “In addition, this name change does not affect the accounting services offered by REDW. We expect ABG-Southwest to grow as prospective clients who need retirement plan administration services – but not the traditional accounting services offered by REDW – engage the new firm.”

Among the first new programs and enhancements planned by ABG-Southwest are:

  • A new ABG-Southwest Web site (ABGSW.com) dedicated to client needs
  • Enhancements to plan participants’ Web site experience
  • SmartDollar, a new financial-wellness education package designed to engage and inspire employees to take control of their finances
Test

REDW promotes Christina Roderick to principal

REDW LLC, one of the largest certified public accounting and business consulting firms in the Southwest, is pleased to announce the promotion of Christina Roderick, CPA, to Principal in its Phoenix office.
She leads REDW’s privately held business practice.“Christina’s promotion to Principal acknowledges her talent, hard work and commitment to both her co-workers and her clients,” said Sandy Abalos, REDW’s Principal-in-Charge of the Phoenix office.  “Christina excels in working   closely with privately held business owners to help them plan for succession and preserve their wealth by utilizing the best available tax structures, credits, incentives and tax planning.”“I’m honored that REDW has recognized my contributions to the organization as I’ve enjoyed working with this talented team and our many clients,” said Roderick.  “While REDW is known nationally for its skill assisting tribes and tribal enterprises, I’m thrilled to work for a growing firm that shares my commitment and passion for helping owners privately held businesses of all sizes and maturity to protect their wealth and investments.”

Christina Roderick has over 17 years of experience in public accounting and leads REDW’s privately held business practice as a Principal in the firm’s Phoenix office. She works closely with business owners in planning for succession, along with preserving wealth by utilizing the best available tax structures, credits and incentives, and tax planning.

She has significant expertise working hand-in-hand with small businesses and multi-national companies in the manufacturing, distribution, real estate, technology and healthcare industries. She also has considerable experience assisting publicly traded companies in matters regarding tax compliance, structuring, planning and tax provisions.

Roderick is a member of the American Institute of Certified Public Accountants (AICPA) and the Arizona Society of CPAs (ASCPA). She is advance-level certified by the Corporation for Manufacturing Excellence (MANEX) in helping small and mid-sized businesses with strategic planning and growth. She enjoys speaking with local business associations and clients on topics including structuring, taxation and business succession.  She is currently the Vice Chair of the Arizona State Board of Accountancy Tax Practice Committee and is a member of the ASCPA’s Legislative Committee.

REDW Principal-in-charge of the Phoenix office Sandy Abalos

REDW ranked among U.S.’ biggest accounting firms

REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest with offices in Albuquerque and Phoenix, is pleased to announce that Inside Public Accounting (IPA) has named it the 115th largest U.S. Accounting firm in 2014, up from its ranking of 146 in 2013.

IPA released its annual 200 largest public accounting firms ranking on August 21, 2014. The rankings were compiled by net revenues, using data gathered by IPA’s survey and analysis of firms, which attracted a record number of participants, at more than 540 firms. “This prestigious group joins the IPA 100 as the definitive ranking of the nation’s largest public accounting firms,” says Kelly Platt, principal of The Platt Group, the publisher of IPA.

“Similar to their IPA 100 peers, the IPA 200 are also engaged in acquisitions to grow in size, scope and capability, with 21 mergers reported for the group last year, pulling more than 200 staff and more than $22 million into the aggregate numbers of the group,” says Kelly Platt. Additional information on the IPA 200 ranking is available on www.insidepublicaccounting.com.

“Recognition for our size is nice but we’re much more focused and excited about what our strategic growth of REDW during the last several years represents to our client and team members,” said Ron Rivera, Managing Principal of REDW. “A client that once only looked to us for primarily tax or audit services in Albuquerque can now utilize REDW in Phoenix and other markets for a wide range of additional services including valuation, forensic accounting, HR consulting, wealth management and even accounting software. Our strategic growth is also excellent for our talented staff as it provides greater stability and internal career growth opportunities, which only further benefit our clients.”

“Our clients view our growth as an expansion of the ways we can serve them,” said Sandy Abalos, Principal-in-Charge of the Phoenix office. “As our clients continue to grow and their needs expand and evolve, REDW has grown in concert to ensure that our capabilities and expertise continue to meet all their needs and exceed their expectations.”

Earlier in the year, Accounting Today announced that REDW was the fifth largest regional firm in the Southwestern U.S., and the fourth fastest growing firm nationally. In recent months, REDW was ranked the #2 accounting firm in Arizona by Who’s Who in Business in the category accounting firms with 29 or fewer CPAs.

taxes

REDW Among Fastest-Growing Accounting Firms

REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest, announced that AccountingToday.com named the company the fourth fastest-growing accounting firm in the U.S. during 2013. REDW was also recognized as the fifth largest accounting firm in the southwestern United States.

AccountingToday.com , is a leading provider of online business news for the tax and accounting community. The ranking follows Albuquerque-based REDW’s merger with Phoenix based firms Abalos & Associates PLLC, and Miller, Allen & Co., P.C. in late 2012. The combined firm, showed a 33.52% growth in 2013 with revenues of $26.45 million.

“Our Phoenix operations continue to grow following the successful mergers to create one great team of like-minded professionals,” said Sandy Abalos, Principal-in-Charge of the Phoenix office.. “Year one of the merger we focused on a seamless transition into a single entity, and with that overwhelmingly successful effort we expect even stronger benefits in 2014 as we focus on strategic organic growth and increased efficiencies between our Phoenix and Albuquerque offices.”

“REDW’s growth into Phoenix catapulted us to being ranked the fifth largest accounting firm in the southwestern United States and the fourth fastest growing accounting firm in the entire United States,” said Ron Rivera, REDW’s Managing Principal. “The talented team in Phoenix and the synergies and opportunities that the Phoenix office provides REDW as a whole will benefit our ability to continue our organic growth and will serve as a growth model as we look to expand into new markets. Ultimately, our growth is all about our clients as we strive to ensure we maintain the level of forward-thinking business advice that our clients expect from us to meet and exceed their ever-evolving needs.

The AccountingToday.com ranking is based on the percentage increase in income- not dollar amounts- to determine which firms experienced the greatest growth. To view the AccountingToday.com rankings, click here.