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Education
Villanova University, BS
Villanova University, MT
TELEVISION:
This little-known CARES Act rule could get small businesses more much-needed money - ABC25 Central Texas, November 17, 2020
PODCASTS & WEBINARS:
September 30, 2020 - Schedule K-1 Disclosures of Pass-Through Entities: At-Risk, Basis, and Passive Activity Schedules (Strafford Publications)
The Pennsylvania Institute of Certified Public Accountants (PICPA) interviewed Chris Catarino, CPA, MT, and Steven Rossman, CPA, MST, to discuss Qualified Opportunity Zones.
June 5, 2019, "Opportunity Zone Structure & Timelines (with Royer Cooper Cohen Braunfeld)" Listen to the recorded webinar. Corresponding slides.
ARTICLES:
Tax Fling Season Just Got Even Worse for Some Affluent Investors - Accounting Today - February 15, 2022
Opportunity Zone Funds Confront Potential Tax Hikes, Hot Property Market - Financial Planning - August 31, 2021
Preparing Opportunity Zone Investors for Higher Capital Gains - Financial Advisor - June 7, 2021
Will Capital Gain Rate Changes Kill Opportunity Zone Investments? Quite the Opposite, in Fact - Tax Warrior Chronicles -May 20, 2021
Scouting Report - Opportunity Funds, While New, Merit Scrutiny - Construction & Real Estate, Spring 2019
Opportunity Zones: Rules finally come out, and yup, they're complex (but manageable) - Philadelphia Inquirer, January 7, 2019
A Trump tax break for investors in some of Philly's hottest neighborhoods - Philadelphia Inquirer, September 24, 2018
Tax Bill's Ambiguity Increases Investors' Litigation Risk (Subscription Required) - Law360 Tax Authority, November 17, 2017
Commuters Rejoice! Philadelphia Residents Working Outside PA. Now Eligible for Wage Tax Refunds - Philadelphia Business Journal, March 30, 2017
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