Great Advice
Individuals & Families
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Take Action Now to Reduce Your 2024 Tax Liability
Tax Tips From Cover & Rossiter
March 6, 2024 — We are getting into the busy part of the 1040 tax filing season and even though you’re focused on getting your 2023 tax…
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Strategies to Help You Save Money and Reduce Taxes
By: Jennifer Pacilli, CPA, Director
**Note: We’ve updated all financial references to tax years 2023 and 2024**
The role of a certified public accountant has changed…
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Strategies for Paying Off Student Loans
Today, 70 percent of college students graduate with an average of $30,000 in student loan debt. The average payment is nearly $400 a month and will take about 20 years to pay…
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Nonprofits
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So You Want To Start a Nonprofit – Part 1
By: Pete Kennedy, CPA, Director
“How do I start a nonprofit?” is a question I get asked with some frequency and the answers might not be what you expect. If you are…
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So You Want To Start a Nonprofit – Part 2
By: Pete Kennedy, CPA, Director
“How do I start a nonprofit?” is a question I get asked with some frequency and the answers might not be what you expect. If you are…
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Is Your Business Ready to Outsource Accounting?
Accurate and timely accounting is critical for any business’ survival. At the same time, it’s important for entrepreneurs to pour their energy into core business…
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Businesses
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Tax Implications of Rental Property
By: Jason Shuman, Staff Accountant
One of the more common questions we get asked leading up to and during tax season is about the reporting of rental properties. At first…
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Sending QuickBooks Files to Your Accountant
By: Wendy Rafferty, Supervisor
It’s tax time once again and if you’re a business owner, your CPA/tax preparer is hounding you for your financials. One reason we…
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Time to Go Digital
By: Marie Holliday, CPA, MBA, Managing Director
News stories and images of mailed tax returns and payments piled up outside closed IRS and state processing centers, not to…
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Fiduciary Advisors
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Deciding if a Roth IRA Conversion is For You
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as…
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How to Inflation-Proof a Retirement Portfolio
To build a portfolio designed to provide inflation-adjusted income throughout a long retirement, consider the following tactics.
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3 Big Tax Issues to Look Out For in Your Estate Plan
There are three big tax issues that can derail an otherwise well-executed estate plan. These include Family Limited Partnerships (FLPs), Revocable Trust Swap Powers and Trust…
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Great People
Marie Holliday
Managing Director, CPA, MBA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Marie is responsible for the strategic direction of the firm as well as leading the firm’s tax and advisory services departments, which includes individuals and families, estates and trusts, and corporate clients. She takes a more holistic approach with her client, in that she focuses on the various stages of growth in one’s life or business to come up with tax planning strategies that influence long-term financial stability.
Vickie Young Beam
Principal, CPA
Nonprofits
Nonprofits
Vickie leads many of the firm’s most prestigious not-for-profit and for-profit audits. She has established a reputation for her excellent attention to detail, strong project management skills and dedicated relationships with her clients.
Pete Kennedy
Director, CPA
Nonprofits
Nonprofits
With over 25 years of experience in the accounting field, Pete has developed an expertise in nonprofit and public sector accounting, auditing and tax issues. He is privileged to work with many of the region’s leading nonprofit institutions. He is also responsible for the firm’s quality control policies and procedures and ensures that Cover & Rossiter meets or exceeds all professional standards.
Peter Hopkins
Principal, CPA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Peter assists a wide variety of clients. Industries he has served include both onshore and offshore hedge funds, broker/dealers and investment advisory firms. He has provided tax advisory, planning and compliance services for multinational corporations both publicly traded and closely held. He also has extensive experience with foreign-owned businesses operating in the United States.
Kim Zarett
Principal, CPA, MS
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Kim has a broad tax background with a strong focus on tax planning for estates, trusts and high net worth individuals. Through the years, Kim has serviced clients working in many different sectors including real estate, medical/dental practices, and investment partnerships.
Jennifer Pacilli
Director, CPA, CVA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Jennifer applies her expertise on many of the firm’s challenging and diverse corporate, individual and international clients. She has established a reputation for her strong attention to detail and her dedication to serving her clients.
Wendy Rafferty
Supervisor
Businesses – Client Accouting Services, Nonprofits – Client Accounting Services
Businesses – Client Accouting Services, Nonprofits – Client Accounting Services
Wendy provides accounting services to some of our business and nonprofit clients. This includes, but is not limited to, software training and consultation, payroll processing, monthly and quarterly review work and part-time controller services. Having been a business owner herself, Wendy understands the compliance aspects of running a business.
See Our Services
Cover & Rossiter is an award-winning, full-service CPA advisory firm recognized for providing high-quality advice and personalized service to enable our clients to achieve their objectives. We provide a full range of tax, audit, client accounting, growth management consulting, and other advisory services to individuals and families, estates and trusts, businesses, nonprofit organizations and foundations, and captive insurers. We help our clients navigate through complex tax laws, strict audit standards and regulations, and elaborate trust and estate documents in order to maximize financial results and minimize tax liability and risk.
