Amy Koenig
Senior Tax Manager
- CPA
- Real Estate Practice Team
As a Senior Manager in the tax department, Amy is dedicated to helping clients maximize all available tax savings opportunities. Her extensive knowledge of ever-changing legislation enables her to guide clients in implementing the most effective tax strategies.
Amy specializes in complex tiered passthrough entity structures, skillfully navigating these arrangements to help clients understand the overall taxable impact on their personal tax returns. Operating across multiple states is often a component of these structures, and she simplifies the state filing requirements to ease the process for clients.
Known for her collaborative approach, Amy works closely with clients to ensure they grasp the complexities of their tax situations in a manner that is accessible both to those well-versed in tax law and those who engage with it only annually. By gaining insight into the bigger picture and what matters most to each client, she provides comprehensive overviews of tax topics when needed, while also delving into the details of multiple entities to ensure nothing is overlooked.
Amy's specialization extends to multi-state taxation and tax planning for complex transactions. She brings deep industry expertise in real estate, assisting clients in maximizing opportunities throughout every phase of the real estate cycle. As a leader within the Real Estate Practice, Amy possesses specific knowledge of guidelines related to multi-family housing, developers, residential real estate, and commercial real estate. Additionally, she is well-versed in the regulatory requirements and tax implications affecting financial institutions, helping these organizations navigate challenges and capitalize on opportunities.
Committed to going beyond compliance, Amy focuses on understanding each client's unique needs. Through this personalized approach, she often uncovers new strategies and opportunities that minimize tax liability and enhance the bottom line. The most rewarding aspect of her work is helping clients achieve their goals—whether through short-term tax reduction strategies or long-term succession planning.
About Amy
- University of Alabama, Bachelors in Accounting, Master of Tax Accounting
- Enjoys bowling and participates in a league
Professional Memberships
- American Institute of CPAs
- Georgia Society of CPAs
