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Spotlight on Sandy Caterine, CPA, MST - Senior Tax Manager

 

Experience Summary:

Sandy began her career over 25 years ago on the audit staff at Coopers & Lybrand (now PwC) in Manchester New Hampshire.  After about three years she slowly transitioned to tax.

 

Over the next 20-plus years, Sandy has worked with a very wide variety of privately held and venture backed companies, as well as Individual high net worth tax clients and their related trusts, private foundations, and closely held businesses.  Sandy enjoys establishing close working relationships with her clients, especially helping to structure corporate and family growth, and wealth transfer to future generations.

 

Sandy has significant experience representing clients in audit proceedings with the Internal Revenue Service and various state agencies.

 

Industry Focus:

Sandy works with high tech/bio tech startups, and the individual founders.  She has extensive knowledge of equity based compensation issues and the taxation of incentive stock options, NQSOs, restricted stock grants, etc. 

 

She also works with closely held family businesses in real estate, construction, retail, wholesale distribution, and professional services.

 

Professional Affiliations:

American Institute of Certified Public Accountants

Massachusetts Society of Certified Public Accountants

Massachusetts Notary Public

 

Education

M.S. Taxation, Bentley University

B.S. Business Administration, University of Vermont

 

 

To speak with Sandy or any of our tax professionals at KNS, please call our offices at 781-453-8700.

 
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Katz Nannis + Solomon PC
Katz Nannis + Solomon PC
info@knscpa.com
781-453-8700
800 South Street Suite 250
Waltham, MA 02453
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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