Neal’s father Milton founded the firm Katz & Company which eventually became Katz Cassidy. Neal began to work for his father when he graduated and eventually took over as managing shareholder.
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.
Mark is the partner-in-charge of the corporate tax group, providing financial and tax consulting to small and middle-market entrepreneurial companies.
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.
Catherine has over 20 years experience in public accounting and comes to Katz Cassidy with a strong background in business management and partnership 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.
Danielle has a passion for helping privately owned businesses and their owners be successful.
She specializes in supporting business owners through whatever changes they encounter, whether it is through the COVID-19 pandemic or the sale of a business or bringing in new shareholders. Danielle focuses on proper tax compliance and identifying opportunities for tax credits.
Prior to joining Katz Cassidy in 2020, Danielle was a senior manager at a regional firm in Michigan. She began her career in the Private Company Services department of PricewaterhouseCoopers in Boston, Massachusetts.
Danielle received her undergraduate degree from Bryant University in Rhode Island and holds a Michigan CPA license.
Barbara is a tax partner with a special expertise in the hospitality industry. Her clients include a wide variety of restaurants, bars and bakeries.
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.
Leigh Ann is the technical leader of Katz Cassidy's audit department and oversees all financial statement engagements.
For over 25 years, she has been working with clients in a wide variety of industries including construction, manufacturing, professional services, not-for-profit, restaurant and retail. She also has a strong background in employee benefit plan audits, agreed-upon procedures and attestation engagements.
Leigh Ann also assists clients with accounting procedures, accounting systems installation and setup of remote access and cloud hosting. When not involved in audits, she assists the tax department with tax preparation, review, planning and audit representation.
Prior to Katz Cassidy, Leigh Ann began her career at Good, Swartz and Berns, a large local firm in Los Angeles and spent time at RBZ, LLP (now Armanino, LLP). She graduated with honors from California State University, Northridge.
Gary is an accomplished multinational Fortune 500 tax professional with progressive experience in Big 4 public accounting, state and local government and multiple industry sectors.
He has a proven facility with tax management, planning, consulting, compliance and complex tax provisions and has considerable experience producing effective state and local tax solutions.
Before Katz Cassidy, Gary was a director of state and local tax at AECOM, a publicly traded, Fortune 500 architectural and engineering company. He also spent ten years at Deloitte and helped develop and manage the firm’s National Multistate Tax Group which delivered technical internal newsletters and tax alerts. He was also part of the part of the firm’s select FAS 109/FIN 48 solutions team.
Gary received both his Bachelor’s Degree and his Masters of Science in Taxation from Colorado State University.
