HCVT Announces Acquisition and Promotions

HCVT.pngDreyer, Robbins and Associates to Join Holthouse Carlin & Van Trigt LLP
Los Angeles, CA. January 7, 2019--Dreyer, Robbins and Associates (DRA), a specialized CPA firm located in Los Angeles, has joined Holthouse Carlin & Van Trigt (HCVT), effective January 1, 2019. Mike Dreyer founded DRA over 30 years ago. Phil Holthouse, managing partner, shared these comments, “Many of us at HCVT have had the pleasure to work with DRA’s founder, Mike Dreyer, and his team over the past several years. The firm focuses on serving high net worth individuals, and their related entities—a great fit for many of our niche practices including our High Net Worth and Wealth Transfer niche practices. Their core values, focus on technical excellence and approach to client service, align so well with HCVT.” Mike Dreyer will become a partner and will serve on the firm’s Executive Committee. Mike added, “When I decided to merge my firm, I only had one call to make, and that was to HCVT. Their partners and the entire team share the same attributes I most admire in this business (or any business). Integrity, intelligence, sophistication, a solid work ethic, and the ability to think outside the box. These attributes, coupled with a dedication to excellent client service and strong firm culture, are simply unparalleled.”
 
HCVT PROMOTES JOSEPH LEE TO PARTNER AND JULIA CHAN TO PRINCIPAL
Los Angeles, CA. January 1, 2019 - The partners of Holthouse Carlin & Van Trigt LLP (HCVT) are pleased to announce that Joseph Lee was admitted to the partnership effective January 1, 2019. Joseph is located in the firm’s Pasadena office and has over 20 years of experience providing tax consulting and compliance services to clients in the private equity, entertainment, manufacturing, retail, and distribution industry sectors. Joseph has a bachelor’s degree in accounting from Loyola Marymount University. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Joseph began his career in private industry overseeing the tax and internal audit functions for an international transportation company and was a tax director at PwC before joining HCVT.

The firm also announced the promotion of Julia Chan to tax principal. Julia is located in the firm’s West Los Angeles office.

 
About HCVT
The firm provides tax, audit and assurance, business management, and mergers & acquisition services to private companies, closely held businesses, public companies and high net worth individuals and family offices. The team consists of over 600 members, including over 100 partners and principals. HCVT serves its clients from eight offices in Southern California and offices in Northern California, Fort Worth, Texas, Park City, Utah, and Phoenix, Arizona. The firm is highly specialized and focuses on specific industries and market niches. To learn more about HCVT, visit us at www.hcvt.com.