Joining the firm in 1988 to become managing partner of the Wilmington office, Carl previously worked as a tax accountant for a national CPA firm. Currently, he is responsible for tax preparation and review, including tax planning and consulting, as well as preparation and review of audited, reviewed, and compiled financial statements. Carl is especially skilled at tax and cash flow planning, transactional analysis and debt workouts for his clients in the real estate development and construction industry. Additionally, Carl manages the firm’s technology initiatives and works on new client development.
Carl received his BS in Business Administration with a concentration in Accounting from the University of North Carolina at Chapel Hill.
Carl is married to his wife, Kim and has three children, Kayla, Carl P. (Trey) and Ashley. Outside of the office, he enjoys spending time with his family and singing in the praise band at First Baptist Church. He also serves as a deacon and is a member of their leadership council.
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For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.