Former FBI Agent Joins Vicenti Partner Group

Vicenti, Lloyd & Stutzman (Vicenti) is proud to announce that long time Director Ernest C. Cooper, JD, CPA/CFF, CFE has joined the firm as lead Partner for the Forensic Services Division. “Ernie’s 20 years of experience as an FBI investigator coupled with having his CPA license and JD, provides a unique and invaluable combination of […]

read more

Hollywood Motel Owner Loses $335K: How You Can Protect Yourself Against Financial Elder Abuse & Fraud

La Verne Community News, September 2012 Fraud. Elder abuse. Identify theft. These are ugly words in our society, but the need for aging adults to protect assets is increasing. Case-in-point, “Norma” was robbed of over $335,000 through fraudulent disbursements and check tampering in the last years of her life… Read the full article

read more

Overpaying the auditor? New Senate bills clarify Prop. 39 audit requirements

California School Business News (CASBO), July 26, 2011 Contributors: Renée S. Graves, CPA, CGFM – Partner and Frederick E. Harris – Assistant Vice Chancellor of College Finance & Facilities Planning, California Community Chancellor’s Office “Confusion over the requirements for Proposition 39 has led to larger scope and more expensive audits than may be necessary….” Read the […]

read more

Mary Ann Quay — Head of Vicenti Tax Practice — Awarded New Credential by the National Association of Estate Planners and Councils

Co-managing Partner of Vicenti, Lloyd and Stutzman LLP, Mary Ann Quay, CPA, MBA, has recently been chosen by the Estate Planning Council of Pomona Valley to receive the designation Accredited Estate Planner, or AEP. “This credential is one more example of Mary Ann’s commitment to excellence in helping our clients,” Co-managing Partner Carl Pon said. […]

read more