Great Advice Tailored to Your Needs
Take Action Now to Reduce Your 2023 Tax Liability
The end of the year is a popular time to read articles on how you can reduce your tax bill. Here are a few changes you can make now, at the beginning of the year, that can…
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Tax Implications of Charitable Planning/Giving Strategies – Update for 2022/2023
By: Marie Holliday, CPA, MBA, Managing Director
In late 2021, I presented “Tax Implications of Charitable Planning/Giving Strategies” to a DTCC virtual audience. The…
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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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Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know
The U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6…
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![Strategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]](https://coverrossiter.b-cdn.net/wp-content/uploads/2021/12/WIB-final-image-title-1024x681-1.jpeg)
Strategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]
By: Jennifer Pacilli, CPA, Director
**Note: We’ve updated all financial references to tax years 2022 and 2023.
The role of a certified public accountant has changed…
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ERC – Too Good to be True?
The Employee Retention Credit is a legitimate program, but failure to apply the actual rules of the credit to applicants and their specific situation will result in inflated credit amounts which will, in all likelihood, need to be repaid.
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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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It’s National Tax Security Awareness Week – Tips to Stay Safe
Image source: HCAMag.com
On this Cyber Monday, as the IRS celebrates the 5th annual National Tax Security Awareness week, here are a few basic steps everyone should remember…
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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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Changes to Required Minimum Distributions
By: Mengjiao (Sherry) Yao, CPA, Supervisor
There were several pieces of major legislation in late 2019 and early 2020 that had an impact on retirement savings, specifically as…
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Roth Conversion – Should You or Shouldn’t You?
Factors to Consider if Converting from a Traditional IRA to a Roth
By: Kimberly Zarett, CPA, MS, Principal
2020 has certainly been a year unlike any other. In terms of…
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Too Many Passwords to Remember? We’ve Got a Solution
By: Donna Bryant, C&R Administration and IT Manager
Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by…
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HSA Accounts and Their Incredible Long-term Benefits
Pretty much everyone has heard about 401(k) plans, but beyond these – Health Savings Accounts (HSAs) also can be great retirement vehicles. HSAs are tax-advantaged savings…
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How We Help
Cover & Rossiter’s combination of technical expertise, value-based fees and unparalleled personal service makes us a great choice to work with our clients and their professional advisors. Our qualified team offers a wide range of trust and estate services. We work closely with banks, trust companies, and registered investment advisors and attorneys.
Our most requested services for fiduciary advisors include:
- Preparation of trust, estate, inheritance and gift tax returns
- Trust accounting
- Estate tax planning
- Estate and trust administration
- Trust Company services
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.
Andy Johnson
Principal, CPA
Individuals & Families, Businesses, Fiduciary Advisors
Individuals & Families, Businesses, Fiduciary Advisors
Andy’s attention to detail and problem solving ability have benefitted his clients as he assists them with navigating the constantly changing tax landscape. He is an exceptional writer and has the ability to take the most complex of tax laws and explain them in an easy-to-understand format.
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.
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.
