Eric Levy, CPA, PFS
Shareholder
Eric has more than 14 years of accounting and financial management experience in the area of public accounting; emphasizing in small to medium sized businesses, high net worth individuals, personal financial, estate and income tax planning. He has a specialized focus in the income and estate tax compliance and planning areas for a wide variety of individuals, families and their business enterprises. Eric has experience assisting clients with advanced partnership taxation issues, particularly related to special allocations and mergers / acquisitions, as well as issues related to carried interests. Prior to joining Elliott Davis, Eric was a manager with a large regional firm in Greenville, S.C. as well as a boutique estate and tax planning group in Myrtle Beach, S.C.
Education, Credentials and Special Training
Certified Public Accountant (SC License #5887)
Personal Financial Specialist (PFS) through AICPA
MPACC, Public Accounting with Emphasis in Taxation, Clemson University
B.S., Accounting, Clemson University
Professional Affiliations
American Institute of Certified Public Accountants
South Carolina Association of Certified Public Accountants
Charleston Tax Roundtable
Civic and Community Activities
Past Board Member and VP Finance, Kahal Kadosh Beth Elohim
Board Member, Charleston Hebrew Benevolent Society
Allocations Committee Member, Charleston Jewish Federation
Contact Information:
Office: 843.577.7040
Fax: 843.937.6065
Location: Charleston, SC
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