Courtney Whitt CPA

Courtney has 17 years of accounting experience working with entrepreneurs and closely-held businesses and providing tax compliance, planning and business advisory services. She focuses on complex individual tax returns, partnership, LLC and corporate tax returns, accounting operations, financial reporting and business consulting services. She is a leader in delivering FORVIS Private Client services geared toward virtual family offices. Courtney combines her professional skillset with a passion for meaningful community service. She serves on the Emerald Youth Foundation Board of Advisors and finance committee helping them to achieve their goal of making Knoxville a city where every child in every neighborhood has the opportunity to lead a full life. Courtney graduated Magna Cum Laude from the University of South Carolina with a BS in Business Administration degree in Accounting. She earned her Master of Science degree in Accounting with a concentration in Taxation from University of Memphis. Courtney's areas of focus include: * Complex family office tax compliance and planning * Consulting related to transaction modeling, charitable giving, estate/gift planning and legacy planning * Advisory services including family meetings, coordination and collaboration with family office advisory board, and execution of agreed upon strategies