After nearly four decades at the helm, Alan Litwin is stepping aside as managing director of Providence, R.I.-based IPA 100 firm Kahn Litwin Renza & Co. (KLR) (FY21 net revenue of $57.3 million) at the end of 2022, with director of strategic tax services Paul Oliveira set to take over as CEO effective Jan. 1.
“I am excited to turn over the leadership of the firm to Paul and a very talented senior leadership team who I am confident will do a phenomenal job in in growing and diversifying the company,” says Litwin, who will continue working on strategic opportunities and assisting firm leadership with the overall direction of the business. “Our position as the 80th largest CPA firm in the nation provides the company a great platform for future success.”
During Litwin’s tenure, KLR has grown from a two-person accounting and tax firm to a global business advisory group doing business across six offices – including one in Switzerland. He has been deeply involved in the firm’s growth strategy, including various acquisitions and the development of new business enterprises such as KLR Executive Search Group, KLR Outsourcing, Envision Technology Advisors and KLR Wealth Management. He has also helped oversee the firm’s moves into new practice areas, such as cybersecurity, emerging and startup, transaction advisory, private client services and international tax.
Oliveira is the OMP for KLR’s Boston office and has over 35 years of corporate tax and advisory services experience, specializing in M&A, compensation and benefits, state and local tax planning and IRS audit assistance.
“KLR is stronger today because of Alan’s dedication and leadership,” says Oliveira. “I look forward to working with Alan and senior leadership on this transition and I am honored to continue to build on KLR’s success.”