He is the partner-in-charge of the accounting and auditing department and specializes in providing financial consulting to clients in many industries including entertainment, agriculture, real estate and law firms. Neal is also part of the team at Katz Cassidy that handles all mergers and acquisition transactions. Neal grew up in Los Angeles and attended Palisades High School. He received both his bachelor’s and master’s degrees from Sonoma State University and did additional graduate work at UCLA. He was the past treasurer and president of the Buckminster Fuller Institute, a non-profit organization and has volunteered for other non-profit organizations.
Her clients also include trusts, estates, and individuals and small to medium businesses representing a wide variety of industries. Barbara was born and raised in Los Angeles and lived in Oregon for ten years where she graduated from the University of Oregon with a business degree and taught school in Portland at a local business college. Barbara sat on the national board of Women Chef’s & Restaurateurs as Treasurer. She is currently a board member of The Women’s Leadership Council, a non-profit organization with an alliance to The Fulfillment Fund, an organization formed to mentor young women who are the first in their families to attend college.
His primary areas of focus include a wide range of transactional and advisory work for private companies, structuring acquisitive and divisive corporate reorganizations, start-ups and liquidations. He also consults on real estate development and acquisition transactions. His clients are primarily in real estate, manufacturing, service, and independent registered investment advising. He also provides full-service business management services. Prior to Katz Cassidy, Mark was a tax partner at a local accounting firm in Encino. He began his career at BDO, LLP in Century City where he was a tax manager in the manufacturing and real estate specialty groups, and did tax planning and consulting for middle-market public and private companies. Mark received us undergraduate degree in economics from UCSB and has a Masters of Science in taxation.
She assists new and established partnerships with investor income allocations, cash distribution waterfalls and ensuring owners receive full benefits of deductions and tax credits available.
Prior to Katz Cassidy, Catherine worked at several local CPA firms and was an internal audit specialist at a Los Angeles based bank.