Kathleen M. Holston, CPA, CMI
Title:Director, Tax Services
Education:B.S. in Accounting and Management, Rutgers University
As a Tax Director based in the Firm’s Charlotte practice, Kathleen is a Certified Public Accountant with more than 25 years of experience in all areas of state and local taxation. As a multi-state tax expert, Kathleen has worked extensively with clients ranging from small businesses to Fortune 100 companies, across a wide variety of industries. Clients appreciate her expertise in addressing complex SALT issues. Kathleen’s experience across all state and local tax types gives her a unique ability to effectively navigate the labyrinth of state and local tax rules. This coordinated approach allows clients to achieve significant tax savings and reductions of risk.
Kathleen focuses on delivering high-level technical expertise to resolve complex SALT issues for clients Firmwide, including identifying areas of risk and resolving exposure, entity structuring, complex transactional planning, audit support, tax appeals, legislative monitoring, tax systems and compliance automation, and performance of due diligence engagements. Her experience encompasses income and franchise, sales and use, gross receipts, property and transfer taxes.
Prior to joining Cherry Bekaert, Kathleen was a senior manager at a large Mid-Atlantic tax consulting firm. She has also headed the state and local tax department for a global building products manufacturer, led the sales tax group at a Fortune 500 HVAC manufacturer/contractor, was state and local tax director for a regional public accounting firm, and a state and local tax manager at a Big Four firm.
Specialties/Areas of Expertise
- Credits & Incentives
- Indirect Taxes
- Large Corporate Tax
- Pass-Thru Entities
- State & Local Tax
- Tax Controversy
- Tax Outsourcing
- American Institute of Certified Public Accountants (AICPA)
- North Carolina Association of Certified Public Accountants (NCACPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Chair of the Advanced Sales School for the Institute for Professionals in Taxation (IPT)
- IPT Income Tax CMI Professional Designation Committee
- IPT Board of Governors (2009-2011)