Meet The Team
Liz Rotatori is an accountant with DBTA, LLC and is the resident QuickBooks® Pro Advisor. She prepares accurate and timely bookkeeping and financial statements which allows our clients to make well informed financial business decisions. She also assists clients with QuickBooks configuration, set-up, and training.
Liz works closely with the tax team to support the workpaper preparation process and facilitates accounting training to new team members.
Prior to working at DBTA, Liz was a Certified Public Accountant at a small accounting firm that specialized in small businesses and family office activities. During her career, she has also worked as a corporate accountant focused on business applications and training.
In 2000, Liz graduated from Carroll University, magna cum laude. Liz is a certified public accountant, licensed by the state of Indiana.
In her free time, Liz loves to support the arts and serves as a board member to help arts organizations be impactful and sustainable.
Publications
Open House
Due to unforeseen circumstances, DBTA Open House for WEDNESDAY, OCTOBER 25TH has been Postponed. We apologize for any inconvenience this may cause and appreciate your understanding. Thank you for your interest and understanding.
Alert: Qualified Opportunity Zone Funds
Summary As part of the Tax Cuts and Jobs Act of 2017 (TCJA), a new community and economic development program was enacted under Section 1400Z-1 & 1400Z-2 that garnered little attention at the time of passage, but which now appears to be causing high net worth investors and the investment community at large to take […]
IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19
Treasury Secretary Steven Mnuchin, speaking at a coronavirus news conference today, announced that individuals who owe taxes to the IRS can defer up to $1 million, and corporations can defer up to $10 million in payments, for a period of 90 days from the April 15th deadline. At this point, the deferral applies to the income taxes owed, and there does not appear […]
DB Alert: 2019 Payment and Filing Deadlines
As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year taxpayers until July 15, 2020 provided that the amounts owed did not exceed certain levels (prior alert); however, the tax filing deadline itself was not automatically extended under this prior guidance Recent guidance just […]
Paycheck Protection Program Flexibility Act: Forgiveness Relief
Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions in the Paycheck Protection Program (PPP) relating to a borrower’s loan forgiveness relief requirements. The President subsequently signed the PFA legislation into law which provides PPP borrowers with the following favorable modifications that should enable more, […]
Significant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be taxed. However, it is important to note that […]
For the 99.5% Act
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to comprehensive planning for the private client are summarized below. […]