Erich Loewer, III, CPA, M.S. Taxation

Financial Advisor

Eunice

With an M.S. in taxation and more than two decades as a tax advisor, Erich has earned a reputation as the go-to technical expert for highly complex tax situations, especially for filing multi-state income tax returns.  This experience positions him as an invaluable resource to align your tax strategy with a forward-thinking financial plan.

Erich’s approach is always direct – he’s an accountant with enough of an engineer’s mindset to communicate well with business owners across a spectrum that extends from oil and gas to agriculture and even healthcare. He tempers any black-and-white expectations by offering a complete understanding of possible outcomes. Erich has gained a deep understanding of the ins and outs of planning for estates, trusts and gift taxes, and guides clients toward business structures and timing decisions that will minimize tax exposure.

Concerns about funding retirement and college educations are familiar ground for Erich. He’s worked with clients well along the road, and those starting from scratch. The necessary actions may be different, but the message is the same – let’s turn over a few more rocks and see how we can make the situation better.

I’ve found people put off retirement planning for a host of reasons, but I’m here help you do what’s necessary to move forward. There’s a big difference between starting now and waiting 10 or 15 years – we can clear away some of the rocks in your path, and provide peace of mind for the future.

— Erich Loewer

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

  • Certified Public Accountant, CPA-Louisiana and Texas
  • M.S., Taxation, Baylor University
  • B.S., Accounting, Cum Laude, Baylor University
  • Has passed FINRA Series 7 and Series 66 exams
  • Registered Representative, Avantax Investment Services℠

CIVIC AND PROFESSIONAL ACTIVITIES

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants