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Hannis T. Bourgeois Elects
New Managing Partner
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Jay A. Montalbano, CPA, CVA, CCIFP, Managing Partner
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Hannis T. Bourgeois, LLP is pleased to announce that Jay A. Montalbano, CPA, CVA, CCIFP, has been elected Managing Partner of the firm effective June 1, 2020. Mr. Montalbano will follow Monica L. Zumo, CPA, CGMA, who has held the position since 2012. As Managing Partner, Mr. Montalbano will oversee all business, financial and operational aspects of the firm’s offices in Baton Rouge, Denham Springs and New Orleans.
“I’m pleased to pass the torch on to Jay as the firm’s newest Managing Partner,” Zumo said in a statement. “Jay is an invaluable member of the firm and a true champion of the firm’s culture and principles of professional excellence. As Managing Partner, Jay will continue to promote client service and strategic growth as the firm approaches its 100-year anniversary. He is a dedicated colleague, a trusted and passionate advisor, and a valued member of the community.”
Mr. Montalbano joined the firm in 1999 as a staff accountant. He earned his B.S. in Accounting from Louisiana State University, where he was an active member of numerous organizations. Currently, Mr. Montalbano serves as chair of the Society of Louisiana Certified Public Accountants (LCPA) and is a former president of the Baton Rouge Chapter of LCPA. He is a current board member and a former president of the South Central Chapter of Construction Financial Management Association, an active volunteer and former board member of Junior Achievement of Greater Baton Rouge & Acadiana. Jay is also a member of the advisory boards of Kappa Alpha Order and the LSU Department of Accounting.
Mr. Montalbano is a graduate of Baton Rouge Area Chamber’s Leadership Class of 2010, and a graduate of the Council for a Better Louisiana’s Louisiana Leadership Class of 2015. He has been recognized as “Forty Under 40” by both the Baton Rouge Business Report and the CPA Technology Advisor.
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HTB Named A Top 50 Construction Accounting Firm
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HTB was recently named one of the Top 50 Construction Accounting Firms by Construction Executive Magazine, coming in at 37th place. For this 2020 ranking of The Top 50 Construction Accounting Firms, Construction Executive reached out to hundreds of U.S. accounting firms with a dedicated construction practice to learn how they were guiding their clients in the midst of ongoing economic uncertainty. Among their top concerns were the shortage of skilled workers, increasing construction costs, reducing risk and managing cash flow. Read more here. |
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HTB Partners Honored By
State Association
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 Mukti M. Patel CPA, was honored with the LCPA’s 2020 Women to Watch Emerging Leader Award. Jointly presented by the LCPA and the American Institute of CPAs, the award recognizes women who demonstrate characteristics that have enabled them to become inspirational leaders in the profession and in their communities.
Jay A. Montalbano, CPA, CVA, CCIFP, was elected LCPA’s 2020 Board Chair. The Society of Louisiana CPAs (LCPA) is the premier association of accounting professionals in the state of Louisiana. They are dedicated to providing the best in professional education, networking opportunities, and resources to help all members make sense of the accounting world.
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HTB Named 2020 “Best Places To Work”
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 Hannis T. Bourgeois, LLP was recently named as one of the 2020 Best Places to Work in Baton Rouge. The awards program is a project of the Greater Baton Rouge Business Report, the Greater Baton Rouge SHRM, an affiliate of the Society for Human Resource Management and Best Companies Group.
This survey and awards program was created in 2014 to identify, recognize and honor the best places of employment in Baton Rouge, benefiting its economy, its workforce and businesses. For more information on the survey process for the Best Places to Work in Baton Rouge program, visit www.BestPlacestoWorkBR.com.
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CARES Act – Retirement Plan and RMD Changes
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After the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27, the IRS issued several notices with additional information and guidance related to the 2.2 trillion economic stimulus bill aimed at protecting the public health and economic impacts of COVID-19. Read more about these provisions here.
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By: Bradley J. Tate, JD, LLM, Senior Manager |
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