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Updated about 3 years ago on . Most recent reply

Katherine K.'s profile image
Katherine K.'s profile image
Katherine K.
  • from Bluffton, SC
  • Member since Aug 18, 2013
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Katherine K.'s profile image
Katherine K.'s profile image
Katherine K.
  • from Bluffton, SC
  • Member since Aug 18, 2013
Connect
Katherine K.
  • Bluffton, SC
0
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6
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Tax, SDIRAs & Cost Segregation

Need a CPA licensed in South Carolina

Katherine K.
  • Bluffton, SC
Posted

Looking for a South Carolina CPA who is investor-friendly and can assist in the following areas:

  • Buy-Sell Agreements
  • Business Sale strategies (long term capital gain spread out over 5-10 years, etc)
  • Solo 401(k) plans filing 5500 forms
  • Pro-Active Strategies, not just tax preparation

Thanks for any help you can give, needs to be licensed and familiar with South Carolina.

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