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Profiles | Services Jerry M. Katz, CPA jerry@simoniankatz.com Jerry M. Katz graduated from Pennsylvania State University in 1970 with a Bachelor of Science in Accounting. He entered the field of public accounting upon graduation. His career started with a small local firm where he passed the CPA exam in 1972. By 1973 he had joined the staff of a large local firm where he began advising clients in the real estate and construction industries. In March 1982 he was one of the founders of Halbert, Katz & Co. and later became a stockholder in a national accounting firm, where he continued servicing clients extensively in the real estate and construction industries, including various types of commercial and residential real estate projects. He continues to advise clients in real estate and construction as to tax and accounting and auditing matters including: TAX 1. Advising clients in cost segregation of assets 2. Services re: Section 1031 and 1033, tax deferred sales transactions 3. Structure of sales of partnership interests and resulting basis adjustments ACCOUNTING & AUDITING 1. Audits of commercial and residential projects 2. Cost certifications of building costs for government assisted housing projects 3. Special purpose services for commercial property operating expenses Kari A. Simonian, CPA kari@simoniankatz.com Kari A. Simonian graduated from Drexel University in 1991 with a Bachelor of Science in Accounting. She entered the field of public accounting upon graduation. Her career started with a local firm Halbert, Katz & Co. where she passed the CPA exam in 1994. By 1999 she had joined the staff of a large national firm where she began advising clients in the real estate and construction industries. In 2002 she became a stockholder in a national accounting firm, where she continued servicing clients extensively in the real estate and construction industries, including various types of commercial and residential real estate projects. She continues to advise clients in real estate and construction as to tax and accounting and auditing matters including: TAX 1. Computation under the Look-Back Method for Completed Long-Term Contracts 2. Section 199 re: domestic production activities deduction 3. Advising clients in cost segregation of assets 4. Services re: Section 1031 and 1033, tax deferred sales transactions 5. Structure of sales of partnership interests and resulting basis adjustments ACCOUNTING & AUDITING 1. Audits of large closely held construction industry contractors 2. Audits of commercial and residential projects 3. Cost certifications of building costs for government assisted housing projects Kevork T. Simonian, CPA kev@simoniankatz.com Kevork T. Simonian is a CPA licensed in Pennsylvania. He graduated from Drexel University in 1988 with a Bachelor of Science in Accounting and Finance. He has almost 20 years of experience in public accounting, including extensive experience in the real estate development, housing and construction industries. He began his public accounting career on staff with a local firm Halbert, Katz & Co. and later became a stockholder in a national accounting firm. In 2005, he established his own public accounting firm, Simonian & Co., P.C., an independent CPA firm. He travels throughout the country advising his construction clients who are primarily in the air conditioning and heating industry. With extensive experience in real estate, Kevork has worked with a wide variety of clientele, including subsidized housing projects, commercial and residential real estate developers and real estate management companies. His clients range from sole proprietor’s and syndicated partnerships to funds established for real estate development and acquisitions. He works closely with his clients in performing the services needed from attest work, consulting and tax planning. Kevork also has additional experience in the areas of HUD electronic filing and yellow book audits. Kevork holds a BS in Accounting and Finance from Drexel University. He is a member of the AICPA and the Pennsylvania Institute of Certified Public Accountants.

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