Carl has more than 11 years of professional tax experience in public accounting. He has served privately-held and family-owned corporations, partnerships, LLC’s and high net worth individual clients, advising on various issues involving federal, international, state and local tax matters. Carl is primarily involved in strategic tax planning, research and compliance issues for corporate and pass-through type entities.
Carl has extensive experience working with companies operating in industry sectors ranging from real estate, construction, transportation/logistics, automotive, retail and professional services. He also has experience with the review and analysis of cost segregation studies, transfers/sales of partnership interests, and U.S. and foreign-based companies that have tax exposure from foreign-owned investments.
B.S.B.A – Accounting and Economics, The Ohio State University
Member—The American Institute of Certified Public Accountants
Do you have a hobby/personal passion?
When not spending time with my wife and 3 kids, I enjoy playing golf and hockey.
What was the best advice you’ve ever received?
Become comfortable with being uncomfortable.
What was your childhood dream?
To be a cartoonist – still have many of the drawings from when I was a child.
If you could go back in time, what advice would you give your college self?
Buy stock in Apple
People would be surprised to know that I…
Go on an annual family vacation to Dewey Beach, DE with 6 other siblings, spouses, kids, parents and dogs. We all stay in one beach house for a week. If you are trying to do the math – that is 16 adults, 14 kids, and 2 dogs.
What is the best or most interesting thing about your career?
Building personal relationships with clients and co-workers.
What was your first job?
A caddy at Canterbury Golf Club in Cleveland, OH
Do you have advice for young professionals?
It’s too often that we focus on what we think we should or shouldn’t be doing to better our “career”. Embrace your current role. Do you job conscientiously. Be flexible, reliable, and respectful and your career will take care of itself.
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