For the past 30 years, Kathy has offered cash flow producing financial services nationwide. She has also worked with multiple industries such as medical, dental, real estate brokers and developers, veterinary, banks, industrial, manufacturing, hotels, restaurants, auto dealerships, assisted living, residential rentals, apartments and many more. She has assisted and been referred by many tax professionals, wealth advisors, lenders, real estate brokers, contractors, and medical and dental distributors across the nation… She has been a guest speaker and trainer offering financial classes, continuing education (CE) courses and clinical hours for medical, dental, veterinary professionals and for multiple other organizations and associations.
She is currently the liaison for the New Orleans Dental Association (NODA) and has been their preferred provider for close to 20 years. She is in touch with thousands of Dentists and works closely with their CPA’s and Tax Professionals. She has published articles such as “Pay Less to the IRS,” and is a featured presenter at Continuing Education Classes across the Gulf Coast Region.
She offers webinars and on-site presentations for CPA firms and state and local tax societies. She offers CPE for tax Professionals in applying the Tangible Property Regulations (TPRs) and helps bring companies into compliance with the new Repair Regulations by implementing, Cost Segregation, Building System Valuations, “PAD” Partial Asset Disposition / Removal and Disposal Cost and Capital to Expense Reversal along with other tax benefits such as Section 179D Energy, Retrofits to LED, Tax Incentives and 45L and R&D Tax Credits. She is also partnered with Eric Wallace the TPR Expert.
Kathy feels blessed to be married for over 30 years. She has earned her Master's degree and is working towards her doctorate. She says that her greatest reward continues to be helping others reach their fullest potential and prosper in all areas of their lives. She says that it is always an honor and privilege to assist anyone who needs her.
If you want to decrease your taxes and increase your cash flow through CSSI’s engineering-based studies and asset valuations Contact Kathy for a complimentary, no risk, no obligation predictive analysis!
She provides the solution through her array of services and her expertise in these areas, this is why she is known as "The Cash Flow Specialist". .
9655 Perkins Road, Suite C, Baton Rouge, LA 70810
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