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Katie Davis, CPA

@katiedaviscpa.bsky.social
83 followers 40 following 21 posts

Partner at James Moore, wife, mom x✌🏼, traveler, UF alum. CPA & advisor to universities & college athletics. Host of News & Brews #SportsBiz

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Katie Davis, CPA @katiedaviscpa.bsky.social · 23/01/2025
Braved the winter storm in Atlanta to enjoy great time with our clients at @GTAthletics #StingEm
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Katie Davis, CPA @katiedaviscpa.bsky.social · 07/01/2025
🌅 Most people spend more time and energy going around problems than in trying to solve them. - Henry Ford
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Katie Davis, CPA @katiedaviscpa.bsky.social · 06/01/2025
A great start to the new year! We helped a university get out of a $2M IRS penalty related to their 1098-T filings. Love celebrating with our clients on days like this! #highered
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Katie Davis, CPA @katiedaviscpa.bsky.social · 30/12/2024
The IRS denies 501c3 status to another NIL collective, citing case law and reasoning that the organization’s primary purpose was to further student-athletes’ compensatory opportunities, which is a substantial non-exempt purpose. 🧵 www.irs.gov/pub/irs-wd/2...
irs.gov
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Katie Davis, CPA @katiedaviscpa.bsky.social · 28/12/2024
We’re excited to be at the @poptartsbowl.bsky.social rooting for the Pop-Tarts! Grateful for our partnership with Florida Citrus Sports! 🏟️🏆
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Katie Davis, CPA @katiedaviscpa.bsky.social · 12/12/2024
James Moore is celebrating our 12th-ish annual Festivus (early). Potluck, airing of grievances, and feats of strength as per usual.
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Katie Davis, CPA @katiedaviscpa.bsky.social · 04/12/2024
🌅 You can make positive deposits in your own economy every day by reading and listening to powerful, positive, life-changing content and by associating with encouraging and hope-building people. - Zig Ziglar
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Katie Davis, CPA @katiedaviscpa.bsky.social · 03/12/2024
🌅 The two words 'information' and 'communication' are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through. - Sydney J. Harris
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Katie Davis, CPA @katiedaviscpa.bsky.social · 01/12/2024
The IRS issued its TE/GE Program Letter outlining priorities for FY 25. It specifically mentions smarter enforcement on tax-exempt NIL Collectives. www.irs.gov/pub/irs-pdf/...
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Katie Davis, CPA @katiedaviscpa.bsky.social · 19/11/2024
OOO auto-reply is on & I'm excited to spend 10 days traveling with my family!! ✈️ In the spirit of the season, I want to express my sincere gratitude for the trusted partnership with so many of you. It's a privilege to help you support your goals. Happy (early) Thanksgiving! 🙏🦃
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Katie Davis, CPA @katiedaviscpa.bsky.social · 19/11/2024
🌅 The greatest difficulty in the world is not for people to accept new ideas, but to make them forget old ideas. - Tom Peters
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Katie Davis, CPA @katiedaviscpa.bsky.social · 18/11/2024
The IRS released its statistics on excise taxes paid for 2023. The number of entities & total tax paid on the excise tax for excess compensation decreased compared to 2022. Although some public colleges & universities shed their 501c3 status, it seems unlikely to account for this decline.🧵
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Katie Davis, CPA @katiedaviscpa.bsky.social · 18/11/2024
🌅 Always seek out the seed of triumph in every adversity. - Og Mandino
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Katie Davis, CPA @katiedaviscpa.bsky.social · 17/11/2024
Two of the most popular phrases in college athletics administration right now are “spend culture” and “levers to pull”. I’m hearing it repeatedly in D1 schools of all sizes. Evaluating them before budget season is important. www.jmco.com/articles/col...
jmco.com
Why a Pre-Budget Assessment Matters in College Athletics
A pre-budget assessment will help your collegiate athletic department better understand and manage its spending.
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Katie Davis, CPA @katiedaviscpa.bsky.social · 17/11/2024
🎙️ On the latest News & Brews #SportsBiz, we’re joined by Andrew Roberts, Mizzou Athletics CFO. We discuss the role of an SEC CFO, the evolution of collegiate athletics finances, stakeholder alignment, and more—all while revealing our brew choices for the month! Listen ⤵️ www.jmco.com/articles/new...
jmco.com
News & Brews Sports Biz: Navigating Changes with Mizzou’s Andrew Roberts
Catch Katie, Ken, and Andrew Roberts, SEC CFO, as they unpack Power 4 finances, stakeholder alignment, and the CPA's role in athletic departments.
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