About Kathy

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For the past 35 years, Kathy has offered cash-flow-producing financial services nationwide and has worked with CSSI for over 15 years. She has also worked with multiple industries such as medical, dental, veterinary, banks, industrial, manufacturing, security and alarm, hotels, restaurants, auto dealerships, real estate developers and investors, assisted living, residential rentals, apartments, short-term rentals (Airbnb, etc.), and many more. 

Kathy has assisted and been referred by many CPAs, tax professionals, financial and wealth advisors, lenders and mortgage brokers, real estate brokers,  general contractors and architects, and medical, dental and veterinary distributors across the nation… She has been a guest speaker and trainer offering financial classes, continuing education (CE) courses and clinical hours for professionals and for multiple other organizations and associations.

Kathy has published videos and articles such as “Pay Less to the IRS” and has been a guest on television programs and podcasts.  She has also been a nationwide featured presenter and offered CPE webinars and on-site presentations for tax professional firms and state and local tax societies. 

Kathy educates tax professionals on applying the IRS Tangible Property Regulations (TPRs) including the following tax strategies: Cost Segregation, Partial Asset Disposition (PAD) including Retrofits to LED, Removal and Disposal Cost, Building Systems Valuation and Capital to Expense Reversal, Grouping, and Bonus Depreciation along with other tax benefits such as Section 179D Tax Deduction / 45L Tax Credits for Energy Efficiency, R&D Tax Credits, Green Zip Application Tax Savings Benefit and other Tax Incentives.

Kathy feels blessed to have been married for over 35 years.  One of her outstanding achievements is earning her doctorate degree after many years of study. She is currently in the process of authoring her first book. Making a difference in any area of someone's life is one of her greatest rewards. She says that it is always an honor and privilege to assist anyone who needs her help. Kathy believes that we are "Blessed to be a Blessing."

If you want to decrease your taxes and increase your cash flow through CSSI’s Engineering-Based Cost Segregation Studies and Asset Valuations, please contact Kathy for a complimentary, no risk, no obligation predictive analysis!

Kathy increases cash flow and provides tax-saving solutions through her array of services and expertise, which is why she is known as "The Cash Flow Specialist."