Positioning Your Neighborhood for Economic Development: Advanced Training
Tax Expert Helps LGBTQ Clients
1. Last Updated February 2015
ROSALIND W. SUTCH, CPA, MT
rsutch@taxwarriors.com (215) 665-3960
PROFESSIONAL SUMMARY
Rosalind began workingfor Drucker & Scaccetti as an intern and quickly advanced in her career with the firm. In
January 2009,she became the youngest shareholder ever at Drucker & Scaccetti.Roz provides business,tax and
financial consultingservices to the LGBT community, professional athletes,artists/entertainers,largecorporations
and partnerships,high-net-worth individuals,entrepreneurs and closely held businesses.Sheoften works with
successful youngbusiness professionalsin varyingindustries,includingentertainment, real estate, professional
services and manufacturing. Roz is a regular speaker and sought after media expert on tax and financial planning
topics relatingto same-sex and unmarried cohabitating couples.
PROFESSIONAL EXPERIENCE
January 2009 – Present Shareholder– Drucker & Scaccetti,P.C.
January 2007 – December 2008 ManagingAssociate– Drucker & Scaccetti,P.C.
January 2002 – December 2006 Associate– Drucker & Scaccetti,P.C.
August 2011 – December 2011 Adjunct Faculty – LaSalleUniversity
January 1999 – December 2001 Tax Preparer/OfficeManager – Offices of James J. Buonassisi,Jr.
EDUCATION AND CERTIFICATIONS
Certificateof Director Education,Drexel University LeBow College of Business Center for Corporate
Governance – 10/2016
Master of Taxation – Villanova University –12/2006 (CumulativeGPA: 3.74)
Bachelor of Science – Business Administration,Majorsin Accounting& Management Information Systems
LaSalleUniversity 05/2002 –Maxima Cum Laude (CumulativeGPA 3.97)
Samuel S. Fels Senior High School 06/1998 – Valedictorian (CumulativeGPA: 4.00)
PROFESSIONAL ORGANIZATIONS,ACHIEVEMENTS& COMMUNITYACTIVITIES
CurrentBoard Member & FinanceCommitteeMember - Nutritional DevelopmentServices
CurrentBoard Member of IndependenceBusinessAlliance
CurrentFall Festival Logistics CommitteeMember & Former Liturgical Minister–Our Mother of Good Counsel
CurrentCommitteeMember - Presidents AdvisoryCouncil –LaSalleUniversity
CurrentCommitteeMember – YoungLeadership Committee–JDRF, Philadelphia
CurrentLogisticsCommitteeMember – Bolus & BarbellsPhiladelphia –Cleansfor a Cure
Former FinanceCommitteeMember – CatholicSocial Services
Former Committee& Event Logistics Chair –PhiladelphiaAmerica’sWalkfor Diabetes
Former Treasurer–ThePatrons Foundation
Former Ambassador –CFS,TheSchool atChurch Farm
Former Co-Chair Greater Philadelphia PICPACommunity Involvement& Social Responsibility Committee
Honoree– 2016 LGBTAwards –Philadelphia BusinessJournal
Honoree- 2016 40 Under 40 in theAccountingProfession –CPAPracticeAdvisorMagazine
Honoree- 2016 Michael A.DeAngelisAward for ProfessionalAchievementin Accounting –LaSalleUniversity
Honoree– 2010 Greater Philadelphia SmartCPA- SmartCEO
Honoree– 2009 40 Under 40 PICPAMembers to Watch –PICPA
Honoree- 2008 Jack Reardon YoungAlumni Award –LaSalleUniversity
Honoree– 2006 Volunteer ServiceAward –Greater PhiladelphiaChapter of PICPA
Honoree– 2002 ManagementDepartmentTop GraduateAward –LaSalleUniversity
Member – American Instituteof Certified Public Accountants(AICPA)
Member – PennsylvaniaInstituteof Certified Public Accountants(PICPA)
Member – National Society of Accountants(NSA)
2. ROSALINDW. SUTCH, CPA,MT – Page 2
1600 Market Street, Suite 3300 • Philadelphia, PA 19103 • (215) 665-3960
327 N. Washington Avenue, Suite 400 • Scranton, PA 18503 • (267)-765-0205
www.taxwarriors.com
PRESENTATIONS
August 10, 2016 – Path to Partner Panel participant,panel discussion hosted by the Greater Philadelphia Women
of the PICPA. This motivational and educational session provided tips,insights,and guidancefor driven women to
apply to their careers.
May 10, 2016 – Practical Aspects of Representing Unmarried CohabitatingCouples,national CPEwebinar
presented by the National Society of Accountants.
November 5, 2015 – Practical Aspects of Representing Unmarried CohabitatingCouples,live CPE Orlando, FL
presented at Synergy 2015 the 35th Annual Thomson Reuters Users’ Conference for Professional Tax & Accounting
Firms.
August - December 2015 – Post-DOMA Tax Issues for LGBT Clients,national CPEwebinar presented by Thomson
Reuters. (Presented live 4 times, recorded and made available for on-demand learning after December 2015)
April 23, 2015 – LGBT Wealth Management, Taxes, Estate Planning, live community presentation in New York City
with Cindy Yau, Esquire from Attorney at Law, Khan & Yau, P.C., sponsored by Merrill Lynch in NYC, NY.
January 21, 2015 – Marriage Equality in Pennsylvania – What Does it Mean for Same-Gender Married Couples?,
live CPE/CLE presentation in Philadelphia with William C. Hussey II, Esquire from White and Williams LLP, sponsored
by Delaware Valley Legacy Fund.
June 23, 2014 – IRS Audits: Global High Wealth Industry Group, livepresentation in Radnor, PA to certain
executive leaders and the Portfolio Managers of Haverford Trust.
April 23, 2014 – Revenue Retirement and Refunds: Taxes and LGBT Employee’s Spousal Benefits, as partof Your
Employee’s “New Family”, An Updated Guide to LGBT Employee Benefits, including Family Leave, Health
Retirement, Taxes and Visas, live CLE course presented by the Philadelphia Bar Institute in Philadelphia, PA.
April 12, 2014 – When Pigs Fly, live workshop about the personal economic impact of same-sex marriage at Camp
Rehoboth Women’s Fest 2014 in Rehoboth Beach, DE.
November 12, 2013 - IRS Form 1099 Reporting: What You Need to Know, live CPE in Philadelphia, PA presented by
Lorman Education Services.
October 14, 2013 – Estate Planningin Light of DOMA, national CLE webinar presented by LawReviewCLE .
(Recording re-aired on 3/14/2014)
July 17, 2013 – Post DOMA Discussion on Tax & Estate PlanningOptions for the LGBT Community, live community
presentation at the Greater Philadelphia Chamber of Commerce in Philadelphia, PA.
July 1, 2013 – Tax Implicationsof 06/26/2013 DOMA Ruling, live community presentation at Giovanni’s Room in
Philadelphia, PA.
3. ROSALINDW. SUTCH, CPA,MT – Page 3
1600 Market Street, Suite 3300 • Philadelphia, PA 19103 • (215) 665-3960
327 N. Washington Avenue, Suite 400 • Scranton, PA 18503 • (267)-765-0205
www.taxwarriors.com
MEDIA APPEARANCES & AUTHORSHIPS
September 28, 2016 – Quoted in You Do Not Want to Be on the Radar of the IRS Wealth Squad, posted on
Bloomberg, written by Suzanne Woolley.
September 9, 2016 – Co-authored articleWhatChristie’s termination of the NJ-PA tax agreement means to you,
posted on Philadelphia Business Journal web site. Article was the highest visited contributed article in September
2016.
January 7, 2016 – Authored blog article7 Tips for ManagingLarge Tax Engagements During Busy Season, posted
on accountingweb web site.
September,2015 – Authored firstinstallmentof Walletarticles for RainbowFamily Life– The World’s Premiere
Website for LGBT Families.
September 16, 2015 – Quoted in Working with LGBT Clients in a Post-Marriage-Equality World,posted on Financial
Advisor IQ (A Financial Times Service), written by RA Monroe.
August 24, 2105 - Authored articleImputed Income in the Year of Marriage – The Not So DefinitiveAnswer, posted
on Tagg Magazine web site.
May 18, 2015 - Authored articleDepartment Of Labor Defines “Spouse” Under FMLA, in May/June 2015 Print Issue
of Tagg Magazine, also posted on Tagg Magazine web site.
May 12, 2015 – Authored article9 Documents LGBTQ Couples Should Have, posted on Tagg Magazine web site as
part of their weekly feature “Top List Tuesday.”
March 17, 2015 – Authored article11 Tax Tips the LGBTQ Community Should Know, posted on Tagg Magazine web
site as part of their weekly feature “Top List Tuesday.”
March 5, 2015 – Authored articleEconomic impactof same-sex marriageon LGBTQ families featured in the
Philadelphia Gay News Spring Wedding Issue 2015 (in print and online).
August 24, 2104 - Authored articleU.S. Supreme Court to Rule on Same-Sex MarriageBans,posted on Tagg
Magazine web site.
Fall 2014 - Co-authored articleMarriageEquality in Pennsylvania –WhatDoes it Mean for Same-sex Married
Couples,featured on the front page of the Philadelphia Estate Planning Council Newsletter Vol. XXIV, No.1.
August 14, 2014 – Featured on air in Episode 15, on Lesbe Real Radio Talk (online community radio station).
August 5, 2014 – Co-authored on-lineblog How to Treat Same-Sex Spouse Health Premiums Wrongly Included in
W-2 Income, posted on Tagg Magazine web site, Originally posted to the Tax Warriors Chronicles.
July 1, 2014 – Quoted in Five Tax Strategies For A Bonus Or Windfall,Originally posted on Ivestopedia, written by
James Anderson.
4. ROSALINDW. SUTCH, CPA,MT – Page 4
1600 Market Street, Suite 3300 • Philadelphia, PA 19103 • (215) 665-3960
327 N. Washington Avenue, Suite 400 • Scranton, PA 18503 • (267)-765-0205
www.taxwarriors.com
MEDIA APPEARANCES & AUTHORSHIPS - continued
June 4, 2014 – Quoted in Must-do Financial Moves For Same-Sex Marriages,Originally posted on Ivestopedia,
written by James Anderson.
April 14, 2014 – Featured on air in Taxes: scams, same-sex marriage and where does all the money go?, WHYY NPR
90.1 FM - Radio Times with Mary Moss-Coane.
February 21, 2014 – Featured on air and quoted in PA Warns Same-Sex Married Couples to File Taxes Separately,
CBS KYW 1060, Philadelphia.
February 6, 2014 – Featured in Tax Tips for Same-Sex Couples, PICPA’s Money & Life TV (via YouTube)
December 6, 2012 – Quoted in Accountants Prepare for PossibleExpansion of AMT, Originally posted on
AccountingWeb, Submitted by Terri Eyden.
Spring 2009 – Featured in “Portraits & Stories” - A Collaboration of Successful GraduateProfiles,
Philadelphia Academies, Inc. 2008 Annual Report.
Summer 2008 – Featured in Why I Give Back: Rosalind Wilson Sutch,CPA, ’02, LaSalle Magazine.