Spotlight on Sandy Caterine, CPA, MST - Senior Tax Manager
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.
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.
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Massachusetts Notary Public
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.