Cathy Davis has more than 25 years of experience, specializing in closely held pass-through entity structures, high-net-worth individuals, and family trusts.

Strategic tax planning for high-net-worth individuals and family trusts

Cathy offers strategic guidance that helps clients stay ahead of evolving federal and state income tax rules. Her work focuses on optimizing entity structures and minimizing tax exposure. Cathy’s areas of concentration include all aspects of domestic taxation. She brings a broad range of industry experience, including restaurants and hospitality, real estate, construction, trucking and warehousing, and professional services.

Collaborative, client-centered planning a business and family trusts

Cathy approaches each client relationship with care and strategic intent. She often works closely with financial advisors, estate attorneys, and other professionals to build a coordinated advisory network—each client’s personal “dream team.” As a result, her clients benefit from fully integrated, forward-thinking tax planning across business, individual, and estate matters.

In addition, Cathy is known for her responsiveness and ability to explain complex ideas clearly. She builds strong, long-term relationships based on trust, transparency, and open communication.

A values-driven approach to strategic leadership

Cathy’s forward-thinking approach has earned her recognition throughout the profession. She received an Ovation Award from the New Jersey Society of Certified Public Accountants and has written for New Jersey CPA Magazine. She has also presented on topics such as the Internal Revenue Code overhaul under the Tax Cuts and Jobs Act, Opportunity Zones, and strategic business planning.

Throughout her career, Cathy has prioritized mentorship and professional development. She founded an executive women’s networking group and has led internal development programs for staff. Today, she continues to advocate for inclusive leadership and serves as Chair of the RRBB Women’s Forum.