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Cory Ouellette

CPA

Shareholder

Cory is a shareholder and tax accountant with 14 years of tax-planning and compliance experience. Focusing on real estate and partnership tax law, he has worked with developers, investors, funds and owners of all sizes to maximize after-tax cash flow and develop strategies that take advantage of all available credits and incentives. Cory’s specialties range from structuring deals and performing financial modeling to sell-versus-hold analysis and exit strategies.

Cory administers the firm's partnership tax compliance software and has handled numerous partnership tax reporting issues.

Education, Credentials and Special Training

  • Certified Public Accountant
  • Master of Professional Accountancy with Tax Specialization, Clemson University
  • B.S., Accounting, Clemson University

Civic and Community Activities

  • Treasurer, Pleasant Valley Connection
  • Member, Greenville Professionals United for Leadership and Social Enrichment
  • Participant, PULSE Pace Setters, 2008-2009
  • Participant, Opportunity Greenville, 2006

Professional Affiliations

  • American Institute of Certified Public Accountants
  • South Carolina Association of Certified Public Accountants
  • Young CPAs Leadership Cabinet (2010-2011)
  • Urban Land Institute

Services

Tax Preparation and Consultant Services

Industries

Real Estate

Authored by Cory Ouellette

Article

Opportunity Zone Update

Nov 16th, 2018

On October 19th, the Treasury and IRS issued proposed regulations and other guidance related to Opportunity Zones. The proposed regulations provide investors, developers, and sponsors…
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