I work with high-net-worth individuals and families. My clients include a wide variety of professionals from physicians, attorneys, and small business owners, to corporate officers, real estate professionals, investors and family offices.
I help clients identify federal, state, local and international tax credits and incentives that save money and support profitability. I have considerable experience helping private and public clients navigate the complex calculations and disclosures related to ASC 740 compliance as well as preparing financial reporting.
For many CPAs, it is easy to get caught in the trap of reacting to what has already happened. However, I help my clients focus on what is next. Looking ahead is essential to financial stewardship and delivering results.
I enjoy saltwater fishing. In Boca Grande, while battling a 175 lb. tarpon I saw a 15-foot great hammer head shark bite it in half.
I enjoy spending time with my wife and two college-age children. I am a big Braves fan and season ticket holder. I am also an avid golfer.
I earned my Bachelor of Business Administration in Finance and my Master’s in Taxation from Georgia State University. I am an active member of the Atlanta Estate Planning Council.