Overview
As a Senior Tax Manager in the Firm’s Tax Group, Heather Koepenick brings extensive experience in complex federal, multi-state income and franchise tax returns and advisory for individuals, partnerships and corporations. Her expertise includes strategic tax planning, compliance and advanced knowledge of tax law and regulations. She serves a wide range of clientele, including high-net-worth individuals, law firms, physician groups, commercial and residential property owners and hospitality businesses. Her clients span industries such as real estate, retail, software and professional services.
With a strong focus on income tax planning and strategy for individuals and corporations, Heather promotes proactive tax optimization strategies aimed at minimizing tax burdens. Her proficiency extends to complex tax calculations, such as accounting method changes, like-kind exchanges, multi-state apportionments, step-ups, deferred taxes and tax credits. Additionally, she excels in the preparation of fixed asset schedules and the application of accelerated cost recovery techniques, including the IRC Code Section 179D deduction.
She provides business consulting services such as agency registrations, initial setup and ongoing accounting. Her skills in business accounting include bank reconciliations, payroll filings and taxes, sales and use tax, property tax, budgeting, compensation plans, accounts receivable, accounts payable and compilations.
Overview
As a Senior Tax Manager in the Firm’s Tax Group, Heather Koepenick brings extensive experience in complex federal, multi-state income and franchise tax returns and advisory for individuals, partnerships and corporations. Her expertise includes strategic tax planning, compliance and advanced knowledge of tax law and regulations. She serves a wide range of clientele, including high-net-worth individuals, law firms, physician groups, commercial and residential property owners and hospitality businesses. Her clients span industries such as real estate, retail, software and professional services.
With a strong focus on income tax planning and strategy for individuals and corporations, Heather promotes proactive tax optimization strategies aimed at minimizing tax burdens. Her proficiency extends to complex tax calculations, such as accounting method changes, like-kind exchanges, multi-state apportionments, step-ups, deferred taxes and tax credits. Additionally, she excels in the preparation of fixed asset schedules and the application of accelerated cost recovery techniques, including the IRC Code Section 179D deduction.
She provides business consulting services such as agency registrations, initial setup and ongoing accounting. Her skills in business accounting include bank reconciliations, payroll filings and taxes, sales and use tax, property tax, budgeting, compensation plans, accounts receivable, accounts payable and compilations.
Proactive
Heather is dedicated to providing the highest level of personalized service. She takes the time to understand each client’s unique financial circumstances and crafts solutions to meet their needs. With a strong focus on income tax planning and strategy for individuals and corporations, she promotes proactive tax optimization strategies aimed at minimizing tax burdens.
Outside of the Office
Outside of the office, Heather cherishes family time, frequently attending sporting events or enjoying the beach with her husband and their two children. She takes pleasure in watching her children participate in sports and her daughter’s theater performances. When not in the stands or behind the scenes making costumes, Heather enjoys playing in local volleyball and tennis leagues. In her leisure time, she likes to read, and her ideal evening out includes a good meal and a concert.
Certifications & Licenses
- Certified Public Accountant
Memberships & Affiliations
- President of the Home and School Association
Education
- M.S., Accounting, College of Charleston
- B.A., Accounting, College of Charleston
