Catherine Davis
About Catherine Davis
Catherine Davis is a Manager of Tax and Business Services at Marcum LLP, with a strong background in taxation and law. She holds a Master's in Accounting from Cleveland State University and has extensive experience in financial advisory and tax consulting roles.
Work at Marcum LLP
Catherine Davis has been employed at Marcum LLP as a Manager in Tax and Business Services since 2019. In this role, she is responsible for overseeing tax-related services and providing strategic business consulting to clients. Her expertise in taxation and business services contributes to the firm's reputation for delivering high-quality financial solutions.
Education and Expertise
Catherine Davis holds a Master's degree in Accounting with a focus on Taxation from Cleveland State University, which she completed from 2013 to 2015. She also earned a Juris Doctor degree from the University of Toledo College of Law, graduating magna cum laude in 1998. Additionally, she has a Bachelor of Arts in Social Work from Wright State University, completed from 1992 to 1994. Her educational background supports her proficiency in various areas, including the Affordable Care Act and executive compensation.
Professional Background
Catherine Davis has a diverse professional background in finance, law, and tax consulting. She began her career as an Associate Attorney at Gallagher Sharp from 1998 to 2005. She then transitioned to roles in tax and compensation at Skoda Minotti, where she served as a Senior Executive Compensation Analyst and Tax Accountant, and later as Manager of Compensation & Tax Consulting from 2017 to 2019. Prior to her current role at Marcum LLP, she worked as a Financial Advisor at Edward Jones for nearly a year.
Membership and Affiliations
Catherine Davis is an active member of several professional organizations, including the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. She is also a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Her involvement in these organizations reflects her commitment to professional development and adherence to industry standards.
Skills and Specializations
Catherine Davis possesses a range of skills in taxation and financial planning. She is knowledgeable in areas such as the Affordable Care Act, executive compensation, and nonqualified deferred compensation planning. Additionally, she has expertise in change-of-control planning, equity-based incentive pay agreements, and tax-qualified retirement plans. These skills enable her to provide comprehensive tax and business services to her clients.