Steven Katz, CPA, has a solid background in accounting and finance, highlighted by a Bachelor of Science in Accounting from Touro College, where Steven graduated Summa Cum Laude in 2021. Professional experience includes an Investment Banking Internship at Americas Executions "AmerX," where analysis for private placements and collaboration with the marketing team took place. Steven also served as a Tax Intern at FTI Consulting, focusing on tax returns, depreciation schedules, and REIT qualifications. Additional experience includes an earlier Tax Internship at Juda Kallus, EA, and recent roles at Deloitte in Audit & Assurance across various titles, demonstrating a comprehensive skill set in both tax and audit practices.
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