A Leading Firm. Services Audit Tax Business Advisory
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1 A Leading Firm Dallas Preston Road Suite 320 P: F: Denver 1999 Broadway Suite 4000 Denver, CO P: F: Houston 500 Dallas Street Suite 2500 Houston, TX P: F: Orange County 8105 Irvine Center Drive Suite 650 Irvine, CA P: F: For more than 30 years, Hein & Associates has been recognized as a leading accounting and advisory firm where its people and clients share knowledge, thrive in a culture of teamwork, and build long-term relationships deeply rooted in integrity. With offices in Denver, Dallas, Houston and Orange County, Hein serves public and private companies in a variety of industries across the country. Hein is a member in international associations of accounting and advisory firms, providing seamless client care domestically and throughout the world. Recognition Listed among the Top 100 accounting and advisory firms in the country by Accounting Today Ranked among the Top 25 auditors serving SEC registrants, according to Accounting News Report Consistently recognized by Inside Public Accounting as a Best of the Best firm, an honor bestowed on only 25 firms each year, based exclusively on management performance Services Audit Tax Business Advisory Expertise Many of our professionals are experts in their particular service lines and industries and we d like to share that expertise with you. From Federal, state, local and international tax to public company services and hot topics like International Financial Reporting Standards (IFRS) and 179D tax credit, we ve got the answers media outlets are looking for. Let us provide insight or inspiration for your next article. Tap into the respective resource directly, or contact Kim Daly at or kdaly@heincpa.com.
2 Tap into Our Resources Area of Expertise Name Title Phone 179D Energy Tax Credit Cloud Computing Construction Duane Snyder Tax Partner (972) Mark Hurst Sonja Quaschnick Director, Business Advisory Services Tax Senior Manager, Local Leader, Real Estate and Construction Practice Area (972) (972) Derivatives Jennifer Elder Audit Senior Manager (972) Distribution Domestic Production Activity Deduction (DPAD) Greg Alperin Audit Senior Manager, Local Leader, Manufacturing and Distribution Practice Area (972) Lori Mettille Tax Partner (972) Employee Benefit Plan Audits Wayne Gray Audit Partner, Dallas Partner-in-Charge Enterprise Risk Management Technology Consulting Internal Controls International Financial Reporting Standards (IFRS) Mark Hurst Mark Hurst Mark Hurst Director of Business Advisory Services Director of Business Advisory Services Director of Business Advisory Services (972) (972) (972) (972) Megan McFarland Audit Partner (972) International Tax David Harlan Tax Partner (972) Manufacturing Mergers & Acquisitions Greg Alperin Audit Senior Manager, Local Leader, Manufacturing and Distribution Practice Area (972) Duane Snyder Tax Partner (972) Wayne Gray Audit Partner, Dallas Partner-in-Charge (972) Mining Kenny Wilks Audit Partner (972)
3 Tap into Our Resources continued Area of Expertise Name Title Phone Oil and Gas Private Equity Group Services Revenue Recognition Megan McFarland Audit Partner, National Leader, Energy Practice Area (972) Megan McFarland Audit Partner (972) Joe Blice Audit Partner (972) Real Estate David Harlan Tax Partner (972) Retail Power Duane Snyder Tax Partner (972) Kenny Wilks Audit Partner (972) SEC/Public Company Issues Wayne Gray Dallas Partner-in-Charge, Audit Partner (972) Software Joe Blice Audit Partner (972) SOX 404 Jennifer Elder Audit Senior Manager (972) SSAE 16/SAS 70/ SOC Audits Mark Hurst Director of Business Advisory Services State and Local Tax Kristen Scherer State and Local Tax Supervisor (972) (972) Tax Planning Lori Mettille Tax Partner (972)
4 Greg Alperin CPA Audit Senior Manager Local Leader, Manufacturing and Distribution Practice Area Greg has over 12 years of professional experience and provides a wide range of audit and accounting services to both public and privately-held manufacturing and distribution companies. Greg regularly assists companies with financial reporting for complex transactions, including initial public offerings (IPOs), private offerings, mergers and acquisitions. He also has expertise in the areas of employee benefit plans, revenue recognition and foreign currency matters. Greg has developed a focus in the manufacturing, distribution, energy and real estate industries, and serves as local leader for the Manufacturing and Distribution Practice Area. Certified Public Accountant (CPA) Construction Financial Management Association (CFMA) Council of Petroleum Accountants Societies (COPAS) American Society of Certified Public Accountants (AICPA). Greg received both his bachelor of arts in accounting and his masters of accounting from Hendrix College in Arkansas. Manufacturing Distribution Employee Benefit Plan Audits Revenue Recognition Business Combinations Foreign Currency Matters E: galperin@heincpa.com
5 Joe Blice CPA Audit Partner Energy Practice Area Local Leader Joe has 14 years of professional experience and provides a wide range of audit and accounting services for both public and privately held companies. He has significant experience with Securities and Exchange Commission (SEC) disclosure and reporting requirements, and assists companies with mergers and acquisitions as well as initial and secondary securities offerings. He has also consulted with public companies for the implementation of Section 404 of the Sarbanes-Oxley Act (SOX 404) internal control and reporting. In addition, Joe specializes in share-based payment arrangements, disclosures about oil and gas producing activities, and foreign currency translation. Joe has developed a focus in the energy, distribution, and technology industries, and serves as local leader for the Energy Practice Area. Council of Petroleum Accountants Societies (COPAS) North American Petroleum Accounting Conference (NAPAC) Presentation: Modernization of Oil & Gas Reporting, Hein Internal Training, January, 2010 Presentation: Accounting for Business Combinations, COPAS National Meeting, April, 2008 Presentation: Disclosures about Oil & Gas Producing Activities, COPAS National Meeting, April, 2008 Joe received his bachelor s degree in accounting from the University of Oklahoma. E: jblice@heincpa.com Revenue Recognition Software Standardized Measure of Oil & Gas Quantities Commodity Derivatives Share-based Payments Mergers & Acquisitions Foreign Currency Translation
6 Jennifer Elder CPA E: Audit Senior Manager Jennifer has over 12 years of professional experience and provides both public and private companies with a wide range of accounting and advisory services, including Sarbanes-Oxley Act section 404 compliance, technical accounting issues related to ASC 815, Derivatives and Hedging, and ASC 820, Fair Value Measurements and Disclosures. Jennifer has developed a focus in the oil and gas industry. Women s Finance Exchange (WFE) Women s Energy Network of North Texas (WENNT) Community Involvement United Way of Greater Dallas Stewardship Committee Member United Way of Greater Dallas Earn It! Keep It! Save It! Volunteer Dallas Children s Advocacy Center Volunteer Presentation: Fair Value Measurements and Fair Value Disclosures, North American Petroleum Accounting Conference, May 14, 2010 Publication: Accounting for Derivative Instruments and Cash Flow Hedging Activities, Petroleum Accounting and Financial Management Journal, Summer 2009 Presentation: Derivative Accounting for the Oil and Gas Producer, North American Petroleum Accounting Conference, May 15, 2009 Jennifer earned her bachelor of science degree in accounting and a master of business administration from Oklahoma State University. SOX 404 Derivatives Oil and Gas
7 Wayne Gray CPA Partner-in-Charge, Dallas Wayne has over 30 years of professional experience and provides audit and consulting services to both public and private companies. He has significant experience with complex accounting and reporting issues, and specializes in Securities and Exchange (SEC) reporting services, as well as mergers and acquisitions. Wayne has developed a focus in the energy, manufacturing, distribution, and technology industries. Dallas Acquisitions, Divestitures and Mergers (ADAM) Energy Forum Dallas chapter of TSCPA Presentation: Fair Value Accounting, November, 2008 Presentation: Developments in FIN 46R (Consolidation of Variable Interest Entities), June, 2006 Presentation: FAS 123R (Stock Based Compensation for Employees), January, 2006 Wayne received both his bachelor s and master s degrees in accounting from the University of Illinois. Employee Benefit Plan Audits Mergers and Acquisitions SEC / Public Companies Construction Distribution Manufacturing Oil and Gas E: wgray@heincpa.com
8 David Harlan CPA Tax Partner David has provided both public and private companies of all sizes with tax consulting and compliance services for over 17 years. His extensive experience with transactions includes assisting clients who are considering going public with tax accruals for IPOs and FIN 48. He consults on tax structuring for mergers and acquisitions, addressing issues such as tax attributes and the acquisition of stock versus assets. David also concentrates on partnership and corporate formations, due diligence services, and consolidations. In addition, he is experienced with change of ownership (Section No. 382), current and deferred taxes (FAS 109), cost segregation studies, transfer pricing, stock basis, entity classification, related party transactions, and cross border transactions. In addition, David was previously an adjunct professor of corporate tax at the University of North Texas. David has developed a focus in the manufacturing, distribution, international, and real estate industries. Real Estate Financial Executive Association (REFEA) Board Member Community Involvement University of North Texas Accounting Advisory Board David received both his bachelor of science and master of science degrees in accounting from the University of North Texas. International Tax Real Estate E: dharlan@heincpa.com
9 Mark Hurst CISA E: Director, Business Advisory Services Mark is the leader of the Dallas Business Advisory Services Practice, and has responsibility for internal control reviews, risk assessments, SAS 70, business consulting, IT security, internal audit and Sarbanes-Oxley engagements. He has over 20 years of management consulting experience and advises all sizes of public and private companies in the design, identification and testing of internal controls. His audit experience includes assessing risks, SAS 70, IT security, Section 404 of Sarbanes-Oxley (SOX 404), internal audit services, assessment of business application controls, and general computer controls and security. He specializes in internal controls, IT strategy, IT solution selection, IT security, application design of controls, IT assessments, and program/project management. Mark has also completed due diligence reviews of information technology environments prior to a company being acquired, and evaluated costs associated with consolidating information technology organizations. Mark has experience in the energy, high technology, telecommunications, healthcare and professional services industries. Certified Systems Auditor (CISA) Systems Audit and Control Association (ISACA) Institute of Internal Auditors (IIA) Community Involvement Water Tower Theatre Board Member Mark received his bachelor of business administration in finance and computer information systems from Baylor University, and his master s of business administration from Southern Methodist University. Enterprise Risk Management Technology Consulting SSAE 16/SAS 70 Audits Internal Controls Cloud Computing
10 Megan McFarland CPA Audit Partner National Leader of Energy Practice Area Megan has over 18 years of professional experience and provides audit services for both public and private companies, as well as for partnerships, investment funds, and trusts. Megan specializes in Securities and Exchange (SEC) reporting and has significant experience assisting companies with the implementation of SOX 404 internal controls and reporting. She regularly assists companies with strategic and reporting issues, including mergers and acquisitions. Megan also provides specialized support to assist energy company clients with complex reporting requirements, including matters such as derivatives, asset retirement obligations, variable interest entities and impairment analysis. As a former assistant controller, Megan understands the demands of business managers and ensures the audit team makes the most efficient use of a client s time. Megan has developed a focus in the energy, real estate, manufacturing,distribution, and financial services industries. North American Petroleum Accounting Conference (NAPAC) Board Member Council of Petroleum Accountants Societies (COPAS) Institute of Petroleum Accounting Advisory Board Member Community Involvement Director, Frisco Football Youth League Publication: Current Developments in Financial Accounting and Reporting, Petroleum Accounting and Financial Management Journal, Spring 2008, Summer 2008, Spring 2009, Summer 2011 Megan received her bachelor degree in accounting from Texas A&M University. E: mmcfarland@heincpa.com Oil and Gas Private Equity Group Services SEC/Public Companies Employee Benefit Plan Audits Real Estate International Financial Reporting Standards (IFRS)
11 Lori Mettille CPA Tax Partner Lori has over 11 years of professional experience, and provides tax consulting and compliance services to both public and private, domestic and international companies. She specializes in current and deferred taxes and uncertain tax positions (ASC 740, formerly FAS 109/FIN 48), consolidated return issues, and accounting methods. Lori also regularly assists clients with Internal Revenue Service and other tax authority examinations. Lori has developed a focus in the energy, real estate, manufacturing, and distribution industries. Council of Petroleum Accountants Societies (COPAS) Real Estate Financial Executives Association (REFEA) Women s Energy Network of North Texas (WENNT) Presentation: Uncertain Tax Positions IRS Schedule UTP & ASC 740, OneSource User Conference, November, 2010 Lori received both her bachelor of business administration and her masters of science in accounting from Texas Tech University. Tax Planning Domestic Production Activities Deduction (DPAD) ASC 740 (formerly FAS 109/FIN 48) IRS Examinations E: lmettille@heincpa.com
12 Sonja Quaschnick CPA, CCIFP Tax Senior Manager Local Leader, Real Estate and Construction Practice Area Sonja has over 16 years of professional accounting experience, and regularly assists both public and private companies with Federal and state tax compliance issues, as well as corporate structuring, business management consulting and general tax planning. She also has experience in FAS 109, capital gain structuring and entity-planning consultation, specifically analyzing tax impact. Sonja has developed a focus in the construction, real estate, oil and gas, and not-for-profit industries. Certified Construction Industry Financial Professional (CCIFP) Construction Financial Management Association (CFMA) - Executive Committee Member Dallas-Ft. Worth CFMA Board Member Community Involvement Hope Fellowship Youth Group Volunteer Presentations CCIFP Review Course, CFMA Dallas-Ft. Worth Chapter, October 2008, 2009, 2010, 2011 Sonja received her bachelor of business administration in accounting from the University of Texas at Arlington. Construction Real Estate Closely-Held Businesses Oil and Gas Non-Profit E: squaschnick@heincpa.com
13 Kristen Scherer CMI State and Local Tax Supervisor Kristen has seven years of comprehensive experience dealing with sales & use tax matters, particularly in the areas of audit management/defense, tax recoveries, research, transaction structuring and tax compliance. She also focuses on state income/franchise tax and severance taxes. Kristen also has experience with state and local income tax compliance. While addressing state tax matters in a wide range of industries, Kristen has significant experience in the oil and gas, retail, and manufacturing industries. Member of Sales/Use Tax Division of the Institute of Professionals in Taxation Community Involvement American Cancer Society s Relay For Life Committee Presentation: State and Local Tax Update, Internal, November ; January, 2012 Kristen received her bachelor of business administration in accounting and her masters of taxation from Texas Tech University. State and Local Tax Sales and Use Tax State Income/Franchise Tax Severance Tax E: kscherer@heincpa.com
14 Duane Snyder CPA Tax Partner Director of Tax, Dallas Duane has over 18 years of professional experience and specializes in tax compliance and strategic tax planning services for both domestic and international companies, including the identification, analysis, implementation, and documentation of various tax credit opportunities. He has significant experience assisting multinational companies with crossborder transactions, tax-efficient structures, due diligence, and a wide range of analyses for international acquisition and financing strategies. Duane assists clients with Internal Revenue Service and other tax authority examinations, and regularly drafts requests for private letter rulings and other official rulings. Duane has developed a focus in the energy, manufacturing and distribution, and real estate industries. Association of Corporate Growth (ACG) Publication: Designers, Building Owners Unaware of Valuable Tax Break, Dallas Business Journal, March 11, 2011 Presentation: Green Tax Deductions and Tax Credits for Energy Efficient Building Design, CREST Expo, Irving TX, March 2011 Presentation: Uncertain Tax Positions IRS Schedule UTP & ASC 740, IGAF Tax Conference, January, 2011; OneSource User Conference, November, 2010 Presentation: 179D and Other Green Tax Incentives, American Institute of Architects, Ft. Worth Chapter, October 2010; Dallas Chapter, December 2010 Duane received both his bachelor and master of accountancy degrees from the University of Oklahoma. E: dsnyder@heincpa.com 179D Energy Tax Credit Mergers and Acquisitions Retail Power Oil and Gas Alternative Energy Tax Credits
15 Kenny Wilks CPA, CVA E: Audit Partner Kenny has 9 years of professional experience, and assists public and private energy companies with a wide range of accounting and consulting matters. He specializes in Securities and Exchange Commission (SEC) reporting, initial and secondary offerings, and derivative and oil & gas accounting. In 2009, he obtained the Certified Valuation Analyst (CVA) designation as he focuses on the ever increasing impacts of fair value accounting within energy companies Kenny has developed a broad focus in the energy sector, including upstream oil and gas, midstream oil and gas, well servicing, retail power, and mining. Certified Valuation Analyst (CVA) Council of Petroleum Accountants Societies (COPAS), Dallas Chapter President, North American Petroleum Accounting Conference (NAPAC), Chairperson, 2008 and 2009 Presentation: Derivative Accounting, October 2006, COPAS Denver Presentation: Hedge Accounting, May 2005, NAPAC Kenny received his bachelor s degree in accounting and finance from Kansas State University. SEC / Public Companies Oil and Gas Mining Retail Power Derivatives Due Diligence Quality of Earnings Fair Value Accounting
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A Leading Firm Orange County 8105 Irvine Center Drive Suite 650 Irvine, CA 92618 P: 949-428-0288 F: 949-428-0280 Denver 1999 Broadway Suite 4000 Denver, CO 80202 P: 303-298-9600 F: 303-298-8118 Houston
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