We are happy to announce the release of our newest industry magazine! The Financial Services Issue highlights some of the hot topics in the Financial Services industry including the Silicon Valley Bank collapse, Section 1244, Section 1256, virtual currency, and more.
What You’ll Find Inside this Issue:
- Federal Deposit Insurance, Corporation Insurance, and the Silicon Valley Bank Collapse
by Christopher Kochiyama, CPA - Section 1244 Stock Demystified: Maximizing Benefits for Small Business Investors
by Randall Poe - Section 1256 Contracts and Straddles: A Guide to Tax Planning and Risk Management
by Matthew Weber, CPA, MAcc - Are Your Passive Investments Costing You More in Tax?
by Erik Cassarubias - A Comprehensive Look at Virtual Currency Taxation under IRS Guidelines
by Christopher Kochiyama, CPA
Introducing KROST’s Financial Services Team:
Matthew Weber, CPA, MAcc, Director
Tax, Financial Services Sector, Hospitality
Matthew Weber is a Director at KROST. He has been with the firm’s tax practice since July 2015 and has worked in public accounting since 2010. Before joining the firm, Matthew was a Tax Manager at PricewaterhouseCoopers in Los Angeles. Matthew’s areas of expertise include federal and multi-state tax compliance and consulting for individuals, corporations, and partnerships. » Full Bio
Christopher Kochiyama, CPA, Manager
Tax, Financial Services
Christopher Kochiyama is a Manager in the tax department. He has been with the firm since August 2020 and has over five years of experience in public accounting. As part of the KROST team, Chris prepares entity and individual income tax returns, Form 706 and 709 estate and gift tax filings, and tax projections. » Full Bio
Jason C. Melillo, CPA, CEO
Tax, Tax Specialty Services, Accounting, Assurance & Advisory
Jason Melillo is the CEO of KROST and a Principal of KBKG, Tax Credits, Incentives, and Cost Recovery. Previously, Jason was the practice leader of the Accounting and Assurance & Advisory Services practices. His areas of expertise include food service, manufacturing, real estate, retail, technology, and professional services industries.
» Full Bio
Gregory Kniss, Chairperson
Tax, Tax Specialty Services
Gregory Kniss, CPA, is Chairperson of KROST. Greg has been actively involved with the firm’s business consulting and Tax practice for over 37 years. Early in his career, Greg expanded and later became the Principal in charge of the firm’s Restaurant industry practice. Over the years, it became the firm’s largest industry niche. » Full Bio
Lou Guerrero, CPA, MBT, Tax Practice Leader 
Tax, Tax Specialty Services, Financial Services
Luis (Lou) A. Guerrero is Vice President of KROST CPAs & Consultants. As the Tax Practice department leader for KROST, Lou is responsible for the overall tax function of the firm and specializes in clients in the financial services sector, family office and high-net-worth individuals, real estate, food service, technology, and professional service firms. » Full Bio
Find out more about our services for the Financial Services industry