PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

Meet your Presenters!

CJ Zygadlo Tax Senior Manager

CJ is a trusted advisor to clients in the Tampa Bay area as well as an active board member with local nonprofits. With more than fifteen years of experience in public accounting and five years in the private sector, she brings a well-rounded perspective to tax planning and tax compliance, including representation before the IRS, for individuals and closely-held businesses. Her predominant practice focus is in trust and estate matters. An empty nester, CJ enjoys reading, hiking, art, traveling with an exploring bent, and spending time with friends and family, especially her young adult children.

Education, Licenses & Certifications

Clarkson University, Potsdam, NY, B.S. Accounting  USF, St Petersburg, FL, MBA  Certified Public Accountant (CPA)

Professional Affiliations

 American Institute of Certified Public Accountants (AICPA)  Pinellas County Estate Planning Council, current Board Member and former President  Dunedin Cares Food Pantry, Inc., Development Committee Member  Creative Pinellas, former Board Member and former Treasurer

Cathy Haug Tax Partner

Experience With over 20 years of public accounting experience, Cathy provides  tax compliance, tax consulting and business consulting services to  small businesses and their owners. She provides tax and advisory  services to companies in various industries and has significant  experience with  opportunity  planning  to  maximize  her  clients’  tax  benefits related  to  recent  tax  law  changes.  Cathy  also  specializes  in  the nonprofit arena and supervises all 990  preparation for the Carr, Riggs & Ingram Tampa Bay office. 

Education, Licenses & Certifications 

 Certified Public Accountant (CPA) ‐ Florida  Master of Accountancy, University of South Florida  BA in Accounting, University of Tampa

Professional Affiliations  

American Institute of CPA’s (AICPA) Florida Institute of Certified Public Accountants (FICPA)  Tampa Bay Woman's Society of CPAs Clearwater Free Clinic Leadership Pinellas

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