Catherine M. Censullo

CPA, Partner

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Catherine is co-founder of Censullo, Gupta & Associates, CPA, LLP. A tax and financial professional with over 30 years of experience, she has provided her clients with a wide variety of compliance, planning, consulting, auditing and accounting services.

She worked for over 10 years for AT&T. She served on an executive level task force for the divestiture of AT&T from its regional Bell companies, including CEO level meetings.

She has been studying extensively with Ed Slott’s Master Elite IRA group for over 20 years to keep up to date on the complex IRA distribution rules. She helps clients sort out IRA issues and actively works with them to plan their retirement distribution strategies.

Her experience encompasses everything from not-for-profit audits for an international religious organization to accounting, business planning, estate planning, financial planning, retirement planning, domestic and international tax planning and compliance. She has experience with both high net worth individuals, and small to medium-sized businesses.

Catherine lives in the Town of North Castle with her husband, and enjoys music, traveling, the outdoors, and time spent with family.

Professional Affiliations and Civic Involvement:

• The American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYCPA)
• NYCPA Board of Directors – Past Westchester Chapter Representative
• NYCPA Personal Financial Planning Committee – Past Chair
• NYCPA Westchester Chapter Board of Directors – Past President and Board Member
• NYCPA Westchester Chapter Tax Committee – Member
• NYCPA Relations with the IRS Committee – Collaboration with the AICPA Subcommittee Chair
• Business Council of Westchester – Member
• Estate Planning Council of Westchester – Member and Past Director
• RDC Center for Counseling and Human Development – Past Board Member
• Armonk Chamber of Commerce – Board Member

Accreditations and Education:

• CPA – State of New York
• Personal Financial Specialist (PFS) – Designation from AICPA over 20 years
• MBA in Accounting – Pace University Lubin School of Business
• BA in Computer Science – State University of New York College at Potsdam
• Master Elite IRA Advisor - Training Group with Ed Slott for over 20 years
• Series 7 and Series 66 designations
• Licensed in life, health, accident, variable life and variable annuities