11 JAN 2024 / PEOPLE UPDATES

JTaylor Names Three New Partners for 2024

- MYCPE ONE Insights Team

Summary

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JTaylor has promoted Lindi Jacks, Doug Mann, and Julie La Pata to Partner, effective from January 2024, across its Tax Services and Consulting Services divisions. The move signals JTaylor's strategic efforts to foster client excellence, leadership development, and growth in specialized services.

JTaylor has promoted three standout professionals to Partner, effective January 1, 2024, deepening its leadership bench across both Tax Services and Consulting Services. Managing Partner Mike Malloy emphasized the personal significance of the milestone, highlighting the promoted individuals’ exceptional talents and contributions to the firm’s continued success.

In Tax Services, Lindi Jacks, CPA, and Doug Mann, CPA, both earned partner status. Jacks, known for her analytics-driven approach to tax planning in healthcare and real estate, has been a cornerstone of JTaylor since 2017. Mann, who joined in 2019, is recognized for his technical strength across real estate, nonprofit, and high-net-worth tax matters and his leadership in staff training.

In Consulting Services, Julie La Pata, CPA, CM&AA, was elevated for her pivotal role in advancing JTaylor’s financial diligence and M&A support services, especially in healthcare. Her efforts have helped shape the firm’s expanding advisory capabilities.

These promotions reflect JTaylor’s strategic focus on client excellence, leadership development, and growth in specialized services.

Until next time…

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