Holdco Accountant

September 06, 2024
by a searcher from University of Notre Dame - Mendoza College of Business in Frisco, TX, USA
Hi everyone,
I am looking for an accountant that is use to dealing with holding companies. I am located in Texas and the company we have under contract is located here as well. Through our broker relationships we are still seeing deals so my partner and I are looking into the holding company strategy. I specifically want to talk about tax implications as well as the ramifications of/how to deal with future partners joining at a later date and a few other items.
My ask is who here has a holding company and is happy with their current accountant and willing to share their info. (I am a CPA myself but this is out of my area of expertise,) Selfishly if they located in Texas that would be even better. Also, I would love to chat with someone who has a holding company with multiple partners participating.
Thanks!
from Seton Hall University in Morristown, NJ 07960, USA
from Texas Christian University in Dallas, TX, USA