Senior Tax Strategist
Catherine specializes in tax planning and compliance for small and mid-sized businesses. With a background in corporate tax at both public accounting firms and in-house finance teams, she brings a dual perspective that helps clients minimize liability while staying fully compliant. She writes about tax strategy, regulatory changes, and what business owners consistently overlook.
Last year's win is this year's fine print. The favorable Section 163(j) calculation returned in 2025; in 2026 two provisions narrow it for the borrowers who benefited most—while rates stay high enough that the deduction doesn't fix the real problem. A guide to planning all three together.
The One Big Beautiful Bill Act rewrote Section 1202 for post-July 4, 2025 stock — new tiers, bigger caps, and planning moves worth starting now.
Geopolitical conflict can feel distant. Then it shows up in your fuel costs, your mortgage rate, and the price of everything on the shelf. Here's how the Iran-Israel-U.S. war connects to your bottom line, and what you can do about it.
Discover how artificial intelligence transforms tax preparation and strategic planning. Learn cutting-edge techniques to minimize your tax liability this season.
Wayfair changed everything for distributed teams. Learn how economic nexus, payroll taxes, and employee presence create compliance risks most remote companies overlook.
Asset or stock purchase? Section 338 elections? Discover how M&A deal structure choices create millions in unexpected tax exposure—and how to avoid them.