Partner

Ann Holtshouser, CPA

Tax
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Bio

Meet Ann

Ann is a partner in Armanino’s Tax practice. She brings more than 25 years of experience to bear advising clients on tax issues relating to family wealth planning, estates and charitable planning, and also provides guidance for real estate management, insurance sales and professional services, among other areas. Ann serves high-net-worth families and individuals, family businesses and executives, providing comprehensive wealth management services. Her expertise includes individual, partnership, estate, gift and trust compliance, estate planning, personal financial planning, consulting and state tax credit cost certifications.

In the real estate arena, Ann specializes in preparing examinations and compilations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 15 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS and works to help clients acquire the greatest amount of credits possible.

Prior to joining Armanino, Ann was a partner at Brown Smith Wallace. She began her career as a revenue agent with the Internal Revenue Service and served as a tax manager at two other local St. Louis firms. Ann earned her B.S. in business administration in accounting from Rockhurst College.

Contact Ann Holtshouser

Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MOCPA)

Community

  • National Trust for Historic Preservation
  • Missouri Alliance for Historic Preservation - Treasurer
  • St. Louis Children's Hospital Legacy Advisors

Education

  • Rockhurst College

Experience

    • Brown Smith Wallace LLP

Q&A

Q. What is it about accounting and consulting that first drew your interest?
In high school, I happened to take an accounting class. I had a wonderful teacher who helped me realize that I could connect my love of numbers with my passion for problem-solving and helping people, and my experience in that class led me to pursue an accounting career.
Q. Make a prediction, describe your vision of the business future.
We are in a unique time in history where there is more transfer of wealth than ever before and I expect that this trend will continue for years to come. As the family wealth planning industry expands and the tax nuances around it become more and more complex, we want to make sure our clients understand how to plan for their futures and leave their wealth to heirs, charity or the community. We want our clients to be able to utilize their wealth and their estates to better their communities, and we assist them in lowering their taxes or achieving whatever their goals might be.
Q. What’s one fun fact about yourself?
I am a pretty good fisherman! We have a place at Table Rock Lake, so I frequently fish there, but I’ve also fished in Canada and other places around the country. I joke with my husband that when we fish together, I always do three things: I catch the first fish, I catch the biggest fish and I catch the most fish.
Q. Describe your work style.
I work best as part of a team. The best outcomes for our clients usually come from a team effort. I always want to remind our clients that there’s an entire team supporting them and ready to assist them.
Q. Who is (or was) the most influential person in your life
My husband. We met as freshmen in high school, and I have seen how hard he has worked over the years to get to where he is today. He put himself through law school and worked at the U.S. attorney’s office for many years. He really tried to use his law degree to help others and make a difference in the world, and his hard work and compassion for others has always inspired me.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
Don’t give up. Stay focused on your goal; some things might not come easily, but perseverance pays off. If you are patient and hardworking, you can accomplish just about anything you set your mind to.
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