Senior Manager, Audit and Accounting Department
Education, Certifications & Affiliations
- Louisiana State University, Bachelor of Science in Business Accounting, 2005
- Certified Public Accountant, Licensed in Louisiana
- Continuing Professional Education of 40 to 60 hours per year
- Member – American Institute of Certified Public Accountants
- Member – Society of Louisiana Certified Public Accountants
Significant Career Experience
Kathy has over 15 years in public accounting, serving clients in such industries as grocery/retail, restaurant, construction, engineering, and education.
Her knowledge of historical tax credits has assisted many clients with obtaining federal and state tax credits. Kathy has completed tax credit audits for rental houses, boutique hotels, high rise apartments, and multi-use buildings.
When not in the office, she enjoys cooking and spending time with her family.
Kathy’s primary responsibilities and experience have focused on:
- Financial statement audits
- ERISA and 401(k) audits
- Historic tax credit audits
- Financial statements for reviews and compilations
- Internal control procedure review
Senior Manager Audit and Accounting Department at Wegmann Dazet
With about two decades of public accounting experience, Kathy's primary responsibilities have been in the Audit & Accounting Department.
Latest posts by Kathy Flattmann, CPA (see all)
- SECURE 2.0 Act – What Businesses Need to Know for Their Retirement Plan - January 22, 2024
- COVID-19 IMPLICATIONS FOR EMPLOYEE BENEFIT PLANS (EBPs) - June 30, 2020
- 401k Fiduciary Duties - January 21, 2020
