Jonathan Louie, CPA, MST

DIRECTOR — TAX

Jonathan is a Tax Director at KROST. Jonathan has over 15 years of experience in public accounting. He is a licensed CPA and has a Master of Science in Taxation from Golden Gate University.

Jonathan’s expertise includes federal and multi-state tax compliance and consulting for high-net-worth individuals, partnerships, and corporations. He services clients in various industries, including but not limited to the real estate, restaurant, medical, and entertainment industries.

He is the leader of the Real Estate Industry Group at KROST. He specializes in providing tax compliance and consulting services for clients in the real estate industry, including real estate brokers, developers, property managers, attorneys, investors, and syndicators.

Jonathan is an expert in dealing with 1031 exchanges and cost segregation and has consulted many clients and CPAs. He has written articles, spoken at conferences, and given webinars on the complexities of the interaction between 1031 exchanges and cost segregation. Jonathan was also an author and contributor of comments that were submitted to the IRS in response to its proposed 1031 exchange regulations in June 2020. The comments were instrumental in getting the IRS to change several key provisions of its proposed regulations in favor of taxpayers prior to issuing the final 1031 exchange regulations in November 2020.