Culp Elliott & Carpenter, PLLC
Description
Address: suite 400, 6801 Morrison Blvd, Charlotte, NC 28211 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 372-6322: Website: : : : Place name: : Category: : Website: http://www.ceclaw.com/ Category: Estate Planning Attorney Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Culp Elliott & Carpenter, PLLC Employees
Employee
Years
Job
Industry
Christian Perrin Christian Perrin's Culp Elliott & Carpenter, PLLC Experience May 2007 - August 2011
Job Managing Shareholder at Hickmon & Perrin, P.C.
Industry Legal Services
Experience
Hickmon & Perrin, P.C. January 2013 - Present
Christian L. Perrin, P.L.L.C. September 2011 - December 2012
Culp Elliott & Carpenter, PLLC May 2007 - August 2011
Skills
Estate Planning, Preparation of Wills, Trusts, Revocable Trusts, Business Planning, Corporate Law, Estate Tax Planning, Commercial Real Estate, Estate Administration, Probate Administration, Trust, Will drafting, Real Estate Private..., Wills, Tax
Education
University of Georgia School of Law 2003 — 2006
Doctor of Law (J.D.)
Louisiana State University 1997 — 2001
Bachelor of Science (B.S.), Business and Finance
Hickmon & Perrin, P.C. January 2013 - Present
Christian L. Perrin, P.L.L.C. September 2011 - December 2012
Culp Elliott & Carpenter, PLLC May 2007 - August 2011
Skills
Estate Planning, Preparation of Wills, Trusts, Revocable Trusts, Business Planning, Corporate Law, Estate Tax Planning, Commercial Real Estate, Estate Administration, Probate Administration, Trust, Will drafting, Real Estate Private..., Wills, Tax
Education
University of Georgia School of Law 2003 — 2006
Doctor of Law (J.D.)
Louisiana State University 1997 — 2001
Bachelor of Science (B.S.), Business and Finance
Jodi Huebner-Marquez Jodi Huebner-Marquez's Culp Elliott & Carpenter, PLLC Experience March 2007 - October 2007
Job at
Industry Legal Services
Experience
Northwood Ravin June 2015 - Present
Johnston, Allison & Hord, P.A. October 2007 - Present
Culp Elliott & Carpenter, PLLC March 2007 - October 2007
Haliczer Pettis & Schwamm, P.A. February 2002 - March 2007
Fazio, Disalvo, Cannon, Abers, Podrecca, Fazio & Carroll, P.A. January 1992 - February 2002
Skills
Legal Assistance, Litigation, Commercial Litigation, Corporate Law, Legal Research, Construction Law, Real Estate, Lexis, Westlaw, Legal Writing, Courts, Civil Litigation, Appeals, Arbitration, Estate Administration
Education
Broward Community College
Northwood Ravin June 2015 - Present
Johnston, Allison & Hord, P.A. October 2007 - Present
Culp Elliott & Carpenter, PLLC March 2007 - October 2007
Haliczer Pettis & Schwamm, P.A. February 2002 - March 2007
Fazio, Disalvo, Cannon, Abers, Podrecca, Fazio & Carroll, P.A. January 1992 - February 2002
Skills
Legal Assistance, Litigation, Commercial Litigation, Corporate Law, Legal Research, Construction Law, Real Estate, Lexis, Westlaw, Legal Writing, Courts, Civil Litigation, Appeals, Arbitration, Estate Administration
Education
Broward Community College
Jeffery Morris Jeffery Morris's Culp Elliott & Carpenter, PLLC Experience August 2010 - March 2014
Job Counsel at Parker Poe
Industry Legal Services
Experience
Parker Poe Adams & Bernstein LLP June 2015 - Present
ML Dana March 2014 - June 2015
Culp Elliott & Carpenter, PLLC August 2010 - March 2014
Skills
Estate Administration, Tax Law, Trusts, Wills, Estate Tax Planning, Document Drafting, Trials, Estate Planning, Legal Research, Corporate Law, Legal Writing, Gift Tax, Appeals
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
Master of Laws, Taxation
University of South Carolina School of Law 2006 — 2009
Juris Doctor, Law
Winthrop University 2001 — 2005
Bachelor of Science, Sport Management
Parker Poe Adams & Bernstein LLP June 2015 - Present
ML Dana March 2014 - June 2015
Culp Elliott & Carpenter, PLLC August 2010 - March 2014
Skills
Estate Administration, Tax Law, Trusts, Wills, Estate Tax Planning, Document Drafting, Trials, Estate Planning, Legal Research, Corporate Law, Legal Writing, Gift Tax, Appeals
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
Master of Laws, Taxation
University of South Carolina School of Law 2006 — 2009
Juris Doctor, Law
Winthrop University 2001 — 2005
Bachelor of Science, Sport Management
Tami Backlinie Burris Tami Backlinie Burris's Culp Elliott & Carpenter, PLLC Experience June 2006 - September 2007
Job Accountant at FBA401k
Industry Financial Services
Experience
FBA401k July 2008 - Present
Culp Elliott & Carpenter, PLLC June 2006 - September 2007
Tice McNinch Financial Services, Inc. December 1998 - June 2006
Skills
Microsoft Office, Excel, PowerPoint, Customer Relations, Tax, Bookkeeping, Employee Benefits, Leadership, Microsoft Excel, Microsoft Word, Organization, Problem Solving, Strategic Planning, QuickBooks
Education
University of North Carolina at Charlotte
Masters, Accountancy
University of North Carolina at Charlotte
Bachelor of Arts (BA), Psychology
FBA401k July 2008 - Present
Culp Elliott & Carpenter, PLLC June 2006 - September 2007
Tice McNinch Financial Services, Inc. December 1998 - June 2006
Skills
Microsoft Office, Excel, PowerPoint, Customer Relations, Tax, Bookkeeping, Employee Benefits, Leadership, Microsoft Excel, Microsoft Word, Organization, Problem Solving, Strategic Planning, QuickBooks
Education
University of North Carolina at Charlotte
Masters, Accountancy
University of North Carolina at Charlotte
Bachelor of Arts (BA), Psychology
Rachelle Yandel Currier Rachelle Yandel Currier's Culp Elliott & Carpenter, PLLC Experience August 2005 - July 2009
Job Paralegal Investigations, Risk & Litigation at CaroMont Health
Industry Legal Services
Experience
TriNet September 2015 - Present
CaroMont Health December 2014 - Present
CaroMont Health April 2014 - December 2014
Horack, Talley, Pharr & Lowndes, P.A. October 2013 - April 2014
Dickie, McCamey & Chilcote July 2009 - October 2013
Culp Elliott & Carpenter, PLLC August 2005 - July 2009
Broad and Cassel March 2004 - April 2005
Glenn A. Pfaff, MD June 2002 - July 2003
Target November 2000 - February 2003
Skills
Litigation, Legal Writing, Pleadings, Westlaw, Document Review, Litigation Support, Document Drafting, Legal Research, Trials, Electronic Filing, Courts, Legal Assistance, Notary Public, PACER, Civil Litigation, Personal Injury, Medical Malpractice, Litigation Management, Corporate Law, Depositions, Product Liability, Lexis, Products Liability, Legal Malpractice, Toxic Tort, Insurance Defense, ProLaw, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, BigHand Digital..., Windows Explorer DM, Commercial Litigation, Estate Planning, Appeals, Insurance
Education
Central Piedmont Community College 2010 — 2011
AAS, Paralegal Technology
University of North Carolina at Charlotte 2007 — 2009
Partial BA, Clinical Psychology
Valencia Community College 2002 — 2005
AA, Psychology
TriNet September 2015 - Present
CaroMont Health December 2014 - Present
CaroMont Health April 2014 - December 2014
Horack, Talley, Pharr & Lowndes, P.A. October 2013 - April 2014
Dickie, McCamey & Chilcote July 2009 - October 2013
Culp Elliott & Carpenter, PLLC August 2005 - July 2009
Broad and Cassel March 2004 - April 2005
Glenn A. Pfaff, MD June 2002 - July 2003
Target November 2000 - February 2003
Skills
Litigation, Legal Writing, Pleadings, Westlaw, Document Review, Litigation Support, Document Drafting, Legal Research, Trials, Electronic Filing, Courts, Legal Assistance, Notary Public, PACER, Civil Litigation, Personal Injury, Medical Malpractice, Litigation Management, Corporate Law, Depositions, Product Liability, Lexis, Products Liability, Legal Malpractice, Toxic Tort, Insurance Defense, ProLaw, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, BigHand Digital..., Windows Explorer DM, Commercial Litigation, Estate Planning, Appeals, Insurance
Education
Central Piedmont Community College 2010 — 2011
AAS, Paralegal Technology
University of North Carolina at Charlotte 2007 — 2009
Partial BA, Clinical Psychology
Valencia Community College 2002 — 2005
AA, Psychology
Tammy Lee, CPA Tammy Lee, CPA's Culp Elliott & Carpenter, PLLC Experience August 2014 - December 2014
Job Corporate Tax at AVINTIV, Inc.
Industry Accounting
Experience
AVINTIV, Inc. January 2015 - Present
Culp Elliott & Carpenter, PLLC August 2014 - December 2014
GreerWalker LLP November 2012 - June 2014
KPMG US November 2011 - November 2012
Barnes Wendling CPAs, Inc. September 2006 - August 2010
McGladrey August 2003 - August 2005
Grant Thornton LLP August 2000 - August 2003
Skills
Tax, FAS109, Federal Taxation, S Corporations, Limited Partnerships, Tax Advisory, Tax Compliance, Tax Accounting, Tax Research, Partnership Taxation, Local Taxation, Tax Audits, Tax Reduction, Business Advice, Tax Returns, Business Tax, Depreciation, Tax Structuring, Reconciling, Small Business..., MS Office Suite
Education
University of Maryland College Park
B.S., Accounting
AVINTIV, Inc. January 2015 - Present
Culp Elliott & Carpenter, PLLC August 2014 - December 2014
GreerWalker LLP November 2012 - June 2014
KPMG US November 2011 - November 2012
Barnes Wendling CPAs, Inc. September 2006 - August 2010
McGladrey August 2003 - August 2005
Grant Thornton LLP August 2000 - August 2003
Skills
Tax, FAS109, Federal Taxation, S Corporations, Limited Partnerships, Tax Advisory, Tax Compliance, Tax Accounting, Tax Research, Partnership Taxation, Local Taxation, Tax Audits, Tax Reduction, Business Advice, Tax Returns, Business Tax, Depreciation, Tax Structuring, Reconciling, Small Business..., MS Office Suite
Education
University of Maryland College Park
B.S., Accounting
J. Michael Banks, CPA, CFP® J. Michael Banks, CPA, CFP®'s Culp Elliott & Carpenter, PLLC Experience January 2006 - December 2012
Job Owner at J. Michael Banks, CPA, P.L.L.C.
Industry Accounting
Experience
J. Michael Banks, CPA, P.L.L.C. January 2013 - Present
Culp Elliott & Carpenter, PLLC January 2006 - December 2012
Skills
Partnership Taxation, Tax Preparation, Estate Tax Planning, Tax Law, Real Estate, Tax, Income Tax, Trusts, Microsoft Office, QuickBooks, Sales Tax, Estate Planning, Payroll Taxes, GAAP, Gift Tax, Tax Research, S Corporations, Corporate Tax, Management, Accounting, Strategic Planning, Microsoft Excel, Financial Analysis, Leadership
Education
University of North Carolina at Charlotte 2005 — 2006
Masters Degree, Tax
University of North Carolina at Greensboro 2000 — 2004
BS, Accounting
St. Stephens High
J. Michael Banks, CPA, P.L.L.C. January 2013 - Present
Culp Elliott & Carpenter, PLLC January 2006 - December 2012
Skills
Partnership Taxation, Tax Preparation, Estate Tax Planning, Tax Law, Real Estate, Tax, Income Tax, Trusts, Microsoft Office, QuickBooks, Sales Tax, Estate Planning, Payroll Taxes, GAAP, Gift Tax, Tax Research, S Corporations, Corporate Tax, Management, Accounting, Strategic Planning, Microsoft Excel, Financial Analysis, Leadership
Education
University of North Carolina at Charlotte 2005 — 2006
Masters Degree, Tax
University of North Carolina at Greensboro 2000 — 2004
BS, Accounting
St. Stephens High
William R Culp, Jr. William R Culp, Jr.'s Culp Elliott & Carpenter, PLLC Experience 1983 - Present
Job Founding Partner at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC 1983 - Present
Education
New York University School of Law
LL.M., Taxation
The University of North Carolina at Chapel Hill
BS, Business Administration
University of North Carolina School of Law
J.D.
Culp Elliott & Carpenter, PLLC 1983 - Present
Education
New York University School of Law
LL.M., Taxation
The University of North Carolina at Chapel Hill
BS, Business Administration
University of North Carolina School of Law
J.D.
Christopher Hannum Christopher Hannum's Culp Elliott & Carpenter, PLLC Experience August 1993 - Present
Job Partner at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC August 1993 - Present
Skills
Corporate Law, Estate Planning, Mergers & Acquisitions, Asset Protection, Appeals, Tax, Elder Law, Succession Planning, Real Estate, LLC, Estate Tax Planning, Trusts, Wills, Tax Law
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1993
LL.M, Taxation
University of Florida - Fredric G. Levin College of Law 1989 — 1992
Juris Doctor, Law
Allegheny College 1985 — 1989
B.A., Political Science
Culp Elliott & Carpenter, PLLC August 1993 - Present
Skills
Corporate Law, Estate Planning, Mergers & Acquisitions, Asset Protection, Appeals, Tax, Elder Law, Succession Planning, Real Estate, LLC, Estate Tax Planning, Trusts, Wills, Tax Law
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1993
LL.M, Taxation
University of Florida - Fredric G. Levin College of Law 1989 — 1992
Juris Doctor, Law
Allegheny College 1985 — 1989
B.A., Political Science
Karen Suddreth's Culp Elliott & Carpenter, PLLC Experience June 2013 - Present
Job Human Resources Administrator at Culp Elliott & Carpenter, PLLC
Industry Broadcast Media
Experience
Culp Elliott & Carpenter, PLLC June 2013 - Present
Greater Media June 2010 - June 2013
Greater Media Charlotte; WBT/WLNK Radio October 2004 - June 2013
McGlynn Associates 2002 - 2004
Ipas 2001 - 2002
Ipas 1999 - 2002
Sigma One Corporation 1995 - 1999
Skills
Employment Law, Employee Relations, Employee Engagement, FMLA/ADA/EEO/WC, ADP Enterprise & Payroll, Ultipro, Benefits Administration, Performance Management, Orientation and On..., Employee Recruitment &..., Organizational..., HR Policies, Recruiting, Payroll, Human Resources
Education
North Carolina State University 1996 — 2000
BA, Communications
Culp Elliott & Carpenter, PLLC June 2013 - Present
Greater Media June 2010 - June 2013
Greater Media Charlotte; WBT/WLNK Radio October 2004 - June 2013
McGlynn Associates 2002 - 2004
Ipas 2001 - 2002
Ipas 1999 - 2002
Sigma One Corporation 1995 - 1999
Skills
Employment Law, Employee Relations, Employee Engagement, FMLA/ADA/EEO/WC, ADP Enterprise & Payroll, Ultipro, Benefits Administration, Performance Management, Orientation and On..., Employee Recruitment &..., Organizational..., HR Policies, Recruiting, Payroll, Human Resources
Education
North Carolina State University 1996 — 2000
BA, Communications
Katie Ferretti Katie Ferretti's Culp Elliott & Carpenter, PLLC Experience April 2004 - December 2004
Job Vice President/Sr. Enterprise Compliance Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America April 2011 - August 2015
Katten Muchin Rosenman LLP December 2004 - April 2011
Culp Elliott & Carpenter, PLLC April 2004 - December 2004
Potter Anderson & Corroon June 1999 - March 2004
Skills
Litigation, Legal Assistance, Bankruptcy, Document Review, Legal Writing, Intellectual Property, Civil Litigation, Legal Research, Westlaw, Lexis, Courts, Arbitration, Risk Management, Legal Compliance, Retail Banking, Risk Assessment, Litigation Support, Commercial Litigation, Sales Process, Financial Services, Process Improvement, Privacy Issues
Education
Northeastern University 2013 — 2015
Master of Science (M.S.) Corporate and Organizational Communication, Digital, Social Media and Online Communities
Widener University 1998 — 2001
Bachelor's Degree, Paralegal Science
University of Delaware 1993 — 1995
Milford H.S. 1989 — 1993
Bank of America August 2015 - Present
Bank of America April 2011 - August 2015
Katten Muchin Rosenman LLP December 2004 - April 2011
Culp Elliott & Carpenter, PLLC April 2004 - December 2004
Potter Anderson & Corroon June 1999 - March 2004
Skills
Litigation, Legal Assistance, Bankruptcy, Document Review, Legal Writing, Intellectual Property, Civil Litigation, Legal Research, Westlaw, Lexis, Courts, Arbitration, Risk Management, Legal Compliance, Retail Banking, Risk Assessment, Litigation Support, Commercial Litigation, Sales Process, Financial Services, Process Improvement, Privacy Issues
Education
Northeastern University 2013 — 2015
Master of Science (M.S.) Corporate and Organizational Communication, Digital, Social Media and Online Communities
Widener University 1998 — 2001
Bachelor's Degree, Paralegal Science
University of Delaware 1993 — 1995
Milford H.S. 1989 — 1993
Brandi Travis Brandi Travis's Culp Elliott & Carpenter, PLLC Experience March 2004 - April 2009
Job Travis Mangum & Associates
Industry Accounting
Experience
Travis Mangum & Associates September 2014 - Present
Servo South August 2013 - September 2014
Martin Starnes & Associates, CPAs, P.A. February 2010 - August 2013
Culp Elliott & Carpenter, PLLC March 2004 - April 2009
Skills
Tax Preparation, Tax, General Ledger, Corporate Tax, QuickBooks, Accounting, Account Reconciliation, Financial Statements, Financial Reporting, CPA, Internal Controls, Financial Accounting, GAAP, Partnership Taxation, Sales Tax
Education
Gardner-Webb University
Bachelor's degree, Accounting
Travis Mangum & Associates September 2014 - Present
Servo South August 2013 - September 2014
Martin Starnes & Associates, CPAs, P.A. February 2010 - August 2013
Culp Elliott & Carpenter, PLLC March 2004 - April 2009
Skills
Tax Preparation, Tax, General Ledger, Corporate Tax, QuickBooks, Accounting, Account Reconciliation, Financial Statements, Financial Reporting, CPA, Internal Controls, Financial Accounting, GAAP, Partnership Taxation, Sales Tax
Education
Gardner-Webb University
Bachelor's degree, Accounting
Clark Lacy Clark Lacy's Culp Elliott & Carpenter, PLLC Experience June 2012 - Present
Job Attorney at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC June 2012 - Present
University of South Carolina School of Law January 2011 - May 2011
University of South Carolina School of Law August 2010 - December 2010
Motley Rice June 2010 - July 2010
Pinsent Masons May 2010 - May 2010
Finkel Law Firm LLC May 2009 - April 2010
Skills
Corporate Tax Planning, Partnership Taxation, Document Drafting, Gift Tax, Document Review, Mergers & Acquisitions, Powers of Attorney, Bankruptcy, Business Transactions, Business Formation, Legal Advice
Education
New York University School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
University of South Carolina School of Law 2008 — 2011
Doctor of Law (JD)
University of South Carolina - The Moore School of Business 2003 — 2008
Bachelor of Science (BS), Global Supply Chains and Operations Management
Culp Elliott & Carpenter, PLLC June 2012 - Present
University of South Carolina School of Law January 2011 - May 2011
University of South Carolina School of Law August 2010 - December 2010
Motley Rice June 2010 - July 2010
Pinsent Masons May 2010 - May 2010
Finkel Law Firm LLC May 2009 - April 2010
Skills
Corporate Tax Planning, Partnership Taxation, Document Drafting, Gift Tax, Document Review, Mergers & Acquisitions, Powers of Attorney, Bankruptcy, Business Transactions, Business Formation, Legal Advice
Education
New York University School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
University of South Carolina School of Law 2008 — 2011
Doctor of Law (JD)
University of South Carolina - The Moore School of Business 2003 — 2008
Bachelor of Science (BS), Global Supply Chains and Operations Management
Richard Pelak Richard Pelak's Culp Elliott & Carpenter, PLLC Experience January 2000 - Present
Job Attorney / CPA at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC January 2000 - Present
State of North Carolina 1996 - 2000
Skills
Tax, Tax Law, Estate Planning, Income Tax, Tax Compliance, Tax Preparation, Succession Planning
Education
University of North Carolina School of Law 1992 — 1995
JD, Law
Binghamton University 1988 — 1992
BS, Economics
Culp Elliott & Carpenter, PLLC January 2000 - Present
State of North Carolina 1996 - 2000
Skills
Tax, Tax Law, Estate Planning, Income Tax, Tax Compliance, Tax Preparation, Succession Planning
Education
University of North Carolina School of Law 1992 — 1995
JD, Law
Binghamton University 1988 — 1992
BS, Economics
Melissa Bryson's Culp Elliott & Carpenter, PLLC Experience August 2015 - Present
Job Associate Attorney at Culp, Elliott & Carpenter
Industry Law Practice
Experience
Culp Elliott & Carpenter, PLLC August 2015 - Present
Rubin, Fiorella & Friedman LLP May 2014 - August 2014
Wake Forest University School of Law June 2013 - September 2013
Summerfuel July 2012 - July 2012
Wake Forest Psychology Department 2011 - 2012
Spanish Red Cross July 2010 - August 2010
Skills
Spanish, SPSS, Research, Microsoft Word, Social Media, Editing, Data Analysis, Teamwork, Critical Thinking
Education
Wake Forest University School of Law 2012 — 2015
Juris Doctor (J.D.)
Faculté de Droit de l’Université de Nice 2013 — 2013
Wake Forest University 2008 — 2012
Bachelor’s Degree, Psychology, Minors in Philosophy and Spanish, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
"Contemporary Issues in International Law"
Newark Academy 2004 — 2008
High School
Culp Elliott & Carpenter, PLLC August 2015 - Present
Rubin, Fiorella & Friedman LLP May 2014 - August 2014
Wake Forest University School of Law June 2013 - September 2013
Summerfuel July 2012 - July 2012
Wake Forest Psychology Department 2011 - 2012
Spanish Red Cross July 2010 - August 2010
Skills
Spanish, SPSS, Research, Microsoft Word, Social Media, Editing, Data Analysis, Teamwork, Critical Thinking
Education
Wake Forest University School of Law 2012 — 2015
Juris Doctor (J.D.)
Faculté de Droit de l’Université de Nice 2013 — 2013
Wake Forest University 2008 — 2012
Bachelor’s Degree, Psychology, Minors in Philosophy and Spanish, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
"Contemporary Issues in International Law"
Newark Academy 2004 — 2008
High School
Catherine Coudriet Catherine Coudriet's Culp Elliott & Carpenter, PLLC Experience September 2001 - October 2007
Job Paralegal at Moore & Van Allen, PLLC
Industry Law Practice
Experience
Moore & Van Allen, PLLC October 2007 - Present
Culp Elliott & Carpenter, PLLC September 2001 - October 2007
Lewis Glasser Casey and Rollins, PLLC 1996 - 1999
Skills
Corporate Law, Tax Law, Wills, Tax, Gift Tax, Business Formation, Estate Administration, LLC
Education
Drexel University - LeBow College of Business 1979 — 1983
Business Administration, Finance
Marshall University
Paralegal Certification
Moore & Van Allen, PLLC October 2007 - Present
Culp Elliott & Carpenter, PLLC September 2001 - October 2007
Lewis Glasser Casey and Rollins, PLLC 1996 - 1999
Skills
Corporate Law, Tax Law, Wills, Tax, Gift Tax, Business Formation, Estate Administration, LLC
Education
Drexel University - LeBow College of Business 1979 — 1983
Business Administration, Finance
Marshall University
Paralegal Certification
Melissa Kreager Melissa Kreager's Culp Elliott & Carpenter, PLLC Experience 2005 - 2007
Job Private Wealth Services Attorney at McGuireWoods LLP
Industry Legal Services
Experience
McGuireWoods LLP September 2015 - Present
Parker Poe Adams & Bernstein LLP July 2014 - September 2015
Johnston Allison & Hord, PA September 2011 - December 2012
Moore & Van Allen, PLLC May 2007 - August 2011
Culp Elliott & Carpenter, PLLC 2005 - 2007
Fix Spindelman Brovitz & Goldman, P.C. 2000 - 2004
Skills
Trade Secrets, Legal Assistance, Estate Planning, Trusts, Corporate Law, Tax Law, Estate Tax Planning, Tax, Legal Research, Legal Writing
Education
University of Miami School of Law 2004 — 2005
LL.M. in Estate Planning, Tax, Trusts and Estate Planning
Case Western Reserve University School of Law 1997 — 2000
Doctor of Law (J.D.)
John Carroll University 1993 — 1997
B.S., Management
McGuireWoods LLP September 2015 - Present
Parker Poe Adams & Bernstein LLP July 2014 - September 2015
Johnston Allison & Hord, PA September 2011 - December 2012
Moore & Van Allen, PLLC May 2007 - August 2011
Culp Elliott & Carpenter, PLLC 2005 - 2007
Fix Spindelman Brovitz & Goldman, P.C. 2000 - 2004
Skills
Trade Secrets, Legal Assistance, Estate Planning, Trusts, Corporate Law, Tax Law, Estate Tax Planning, Tax, Legal Research, Legal Writing
Education
University of Miami School of Law 2004 — 2005
LL.M. in Estate Planning, Tax, Trusts and Estate Planning
Case Western Reserve University School of Law 1997 — 2000
Doctor of Law (J.D.)
John Carroll University 1993 — 1997
B.S., Management
Angela Mattis Angela Mattis's Culp Elliott & Carpenter, PLLC Experience February 2014 - Present
Job Paralegal at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC February 2014 - Present
Butler County, Ohio Auditor April 2013 - December 2013
Robinson, Lipnickey and Jones Co., L.P.A. April 2007 - April 2013
Skills
Ohio and Indiana..., Ohio Estate Tax Returns, Federal Estate Tax..., Probate, Indiana Inheritance Tax..., Perfect Probate, Legal Research, Real Estate, Estate Planning, Wills, Estate Administration, Trusts
Education
University of Cincinnati 2006 — 2007
Certificate, Paralegal
Kent State University 1999 — 2003
BA Science, Marketing, Pre-law
Culp Elliott & Carpenter, PLLC February 2014 - Present
Butler County, Ohio Auditor April 2013 - December 2013
Robinson, Lipnickey and Jones Co., L.P.A. April 2007 - April 2013
Skills
Ohio and Indiana..., Ohio Estate Tax Returns, Federal Estate Tax..., Probate, Indiana Inheritance Tax..., Perfect Probate, Legal Research, Real Estate, Estate Planning, Wills, Estate Administration, Trusts
Education
University of Cincinnati 2006 — 2007
Certificate, Paralegal
Kent State University 1999 — 2003
BA Science, Marketing, Pre-law
Andrew Dana's Culp Elliott & Carpenter, PLLC Experience May 2007 - December 2013
Job Partner at ML Dana
Industry Legal Services
Experience
ML Dana January 2014 - Present
Culp Elliott & Carpenter, PLLC May 2007 - December 2013
Skills
Estate Planning, Trusts, Tax, Wills, Estate Administration, Corporate Law, Conservation Easements, Tax Law, Mitigation Banking, Asset Protection, Management, Leadership, Employee Engagement, Business Transactions
Education
New York University School of Law 2006 — 2007
Master of Laws (LL.M.), Taxation
Washington and Lee University 2004 — 2006
Doctor of Law (JD)
ML Dana January 2014 - Present
Culp Elliott & Carpenter, PLLC May 2007 - December 2013
Skills
Estate Planning, Trusts, Tax, Wills, Estate Administration, Corporate Law, Conservation Easements, Tax Law, Mitigation Banking, Asset Protection, Management, Leadership, Employee Engagement, Business Transactions
Education
New York University School of Law 2006 — 2007
Master of Laws (LL.M.), Taxation
Washington and Lee University 2004 — 2006
Doctor of Law (JD)
Eileen O'Rourke,CPA,CGMA Eileen O'Rourke,CPA,CGMA's Culp Elliott & Carpenter, PLLC Experience 1988 - 1992
Job Executive Experience in Management
Industry Real Estate
Experience
Boston Capital 1995 - 2013
First Data Corporation 1992 - 1995
Culp Elliott & Carpenter, PLLC 1988 - 1992
Department of United States Treasury 1983 - 1988
Skills
Finance, Real Estate Transactions, Investment Properties, Budgets, Portfolio Management, CPA, Auditing, Tax-exempt, GAAP, Tax, Credit, Commercial Real Estate, Partnership Taxation, Real Estate Financing, Financial Structuring, Private Equity, Asset Management of...
Education
The Sage Colleges - Russell Sage College 1979 — 1983
BS, Major in Accounting, Minor in Economics
Boston Capital 1995 - 2013
First Data Corporation 1992 - 1995
Culp Elliott & Carpenter, PLLC 1988 - 1992
Department of United States Treasury 1983 - 1988
Skills
Finance, Real Estate Transactions, Investment Properties, Budgets, Portfolio Management, CPA, Auditing, Tax-exempt, GAAP, Tax, Credit, Commercial Real Estate, Partnership Taxation, Real Estate Financing, Financial Structuring, Private Equity, Asset Management of...
Education
The Sage Colleges - Russell Sage College 1979 — 1983
BS, Major in Accounting, Minor in Economics
Daniel Avery, CFP®, CIPM Daniel Avery, CFP®, CIPM's Culp Elliott & Carpenter, PLLC Experience August 2007 - March 2011
Job Director of Investment Services at McGladrey Wealth Managment LLC
Industry Financial Services
Experience
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
McGladrey Wealth Management LLC March 2011 - Present
Culp Elliott & Carpenter, PLLC August 2007 - March 2011
Plante Moran Financial Advisors December 2003 - July 2007
Smith Barney July 2002 - December 2003
Borgess Health & Fitness Center January 2000 - January 2001
Michigan Athletic Club 1999 - 2000
Indianapolis Colts July 1999 - September 1999
U.S. AIR FORCE January 1992 - January 1994
Skills
Financial Planning, Asset Management, Investments, Tax, Asset Allocation
Education
Michigan State University 1995 — 1999
Bachelor of Science, Kinesiology
Sydney Warren's Culp Elliott & Carpenter, PLLC Experience September 2011 - Present
Job Estate Planning Attorney
Industry Law Practice
Experience
Culp Elliott & Carpenter, PLLC September 2011 - Present
Education
Wake Forest University School of Law 1990 — 1993
J.D.
Converse College 1984 — 1988
Bachelor of Arts
Culp Elliott & Carpenter, PLLC September 2011 - Present
Education
Wake Forest University School of Law 1990 — 1993
J.D.
Converse College 1984 — 1988
Bachelor of Arts
Sophia Idrissi's Culp Elliott & Carpenter, PLLC Experience January 2015 - Present
Job Trust and Estates Paralegal at Culp Elliott & Carpenter, PLLC
Industry Law Practice
Experience
Culp Elliott & Carpenter, PLLC January 2015 - Present
Duane Morris LLP May 2011 - January 2015
Greenfield Stein & Senior LLP October 2008 - May 2011
Fox Rothschild LLP February 2005 - October 2008
Skills
Estate Law, Legal Research, Litigation, Trusts, Civil Litigation, Legal Writing, Fiduciary Services, Litigation Support, Corporate Law, Courts, Legal Assistance
Education
Brooklyn College 2006 — 2006
Certificate, Paralegal Studies
John Jay College of Criminal Justice 2003 — 2006
B.A, Criminal Justice
Borough of Manhattan Community College 2000 — 2002
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Culp Elliott & Carpenter, PLLC January 2015 - Present
Duane Morris LLP May 2011 - January 2015
Greenfield Stein & Senior LLP October 2008 - May 2011
Fox Rothschild LLP February 2005 - October 2008
Skills
Estate Law, Legal Research, Litigation, Trusts, Civil Litigation, Legal Writing, Fiduciary Services, Litigation Support, Corporate Law, Courts, Legal Assistance
Education
Brooklyn College 2006 — 2006
Certificate, Paralegal Studies
John Jay College of Criminal Justice 2003 — 2006
B.A, Criminal Justice
Borough of Manhattan Community College 2000 — 2002
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Stanton Geller's Culp Elliott & Carpenter, PLLC Experience August 2004 - Present
Job Partner at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC August 2004 - Present
Education
Queens University of Charlotte
University of Florida - Fredric G. Levin College of Law
Culp Elliott & Carpenter, PLLC August 2004 - Present
Education
Queens University of Charlotte
University of Florida - Fredric G. Levin College of Law
Greta Meads's Culp Elliott & Carpenter, PLLC Experience July 2008 - December 2010
Job Tax Manager at Bernard Robinson & Company, LLP
Industry Accounting
Experience
Bernard Robinson & Company, LLP June 2014 - Present
Bernard Robinson & Company, LLP January 2013 - June 2014
Lesemann & Associates, PLLC January 2012 - December 2012
Culp Elliott & Carpenter, PLLC July 2008 - December 2010
Bernard Robinson & Company, LLP July 2004 - June 2008
Skills
Tax, Tax Preparation, Corporate Tax, Estate Tax Planning, Tax Law, ProSystem fx Tax, Income Tax, Partnership Taxation, S Corporations, Accounting, Financial Reporting, Tax Research, QuickBooks, GAAP, Auditing, Financial Planners
Education
University of North Carolina at Greensboro 2002 — 2004
Master of Science, Accountancy
UNC Chapel Hill 1998 — 2002
Bachelor of Science, Business Administration
Bernard Robinson & Company, LLP June 2014 - Present
Bernard Robinson & Company, LLP January 2013 - June 2014
Lesemann & Associates, PLLC January 2012 - December 2012
Culp Elliott & Carpenter, PLLC July 2008 - December 2010
Bernard Robinson & Company, LLP July 2004 - June 2008
Skills
Tax, Tax Preparation, Corporate Tax, Estate Tax Planning, Tax Law, ProSystem fx Tax, Income Tax, Partnership Taxation, S Corporations, Accounting, Financial Reporting, Tax Research, QuickBooks, GAAP, Auditing, Financial Planners
Education
University of North Carolina at Greensboro 2002 — 2004
Master of Science, Accountancy
UNC Chapel Hill 1998 — 2002
Bachelor of Science, Business Administration
Susan Teschner's Culp Elliott & Carpenter, PLLC Experience March 1997 - August 1998
Job Atty, Owner Precision Marine Services, LLC
Industry Law Practice
Experience
Teschner Law Firm July 2001 - Present
Evans Carter Kunes & Bennett August 1997 - July 2001
Culp Elliott & Carpenter, PLLC March 1997 - August 1998
O'Melveny & Myers LLP September 1991 - July 1993
Ernst & Whinney September 1988 - August 1991
Skills
Trusts, Wills, Management Consulting, Estate Planning, CPA, Estate Tax Planning, Partnership Taxation, Legal Writing, Asset Protection, Estate Law, Civil Litigation, Tax, Litigation, State Tax, Trial Practice, Tax Law, Business Strategy, Commercial Litigation, Estate Administration, Appeals, Financial Analysis, Business Transactions, Business Formation
Education
New York University School of Law 1995 — 1996
JD/LLM, Taxation
University of Oklahoma College of Law 1993 — 1995
First 2 years of JD
University of California, Santa Barbara 1983 — 1988
BA, Business/Econ (Accounting), English Lit
Teschner Law Firm July 2001 - Present
Evans Carter Kunes & Bennett August 1997 - July 2001
Culp Elliott & Carpenter, PLLC March 1997 - August 1998
O'Melveny & Myers LLP September 1991 - July 1993
Ernst & Whinney September 1988 - August 1991
Skills
Trusts, Wills, Management Consulting, Estate Planning, CPA, Estate Tax Planning, Partnership Taxation, Legal Writing, Asset Protection, Estate Law, Civil Litigation, Tax, Litigation, State Tax, Trial Practice, Tax Law, Business Strategy, Commercial Litigation, Estate Administration, Appeals, Financial Analysis, Business Transactions, Business Formation
Education
New York University School of Law 1995 — 1996
JD/LLM, Taxation
University of Oklahoma College of Law 1993 — 1995
First 2 years of JD
University of California, Santa Barbara 1983 — 1988
BA, Business/Econ (Accounting), English Lit
Jamie Huskins, J.D.'s Culp Elliott & Carpenter, PLLC Experience 1998 - 2005
Job Senior Property Manager with The Hollingsworth Companies
Industry Real Estate
Experience
The Hollingsworth Companies December 2014 - Present
BridgeTrust Title Group December 2013 - December 2014
Gentry Tipton & McLemore, PC May 2005 - November 2013
Oak Ridge Legal Clinic 2012 - 2013
Culp Elliott & Carpenter, PLLC 1998 - 2005
Bank of America February 2004 - August 2004
Meineke Car Care Centers, Inc. 1992 - 1998
Blanton Dominy & Mangum 1989 - 1990
Skills
Westlaw, Legal Writing, Legal Research, Intellectual Property, Litigation, Courts, Litigation Support, Corporate Law, Legal Assistance, Lexis, Bankruptcy, Pleadings, Document Drafting, Legal Documents, Civil Litigation, Document Review, Mergers, Wills, Research, Real Estate, Contract Law, Property Law, Commercial Real Estate, Notary Public, Securities Regulation, Estate Administration, PACER, Powers of Attorney, Banking Law, Trusts, LexisNexis, Due Diligence, Microsoft Office, Management
Education
Dale Carnegie Training 2015 — 2015
Lincoln Memorial University - Duncan School of Law 2009 — 2014
JD, Law
Pfeiffer University 2002 — 2005
BS, Criminal Justice
Highlands High School 1983 — 1987
The Hollingsworth Companies December 2014 - Present
BridgeTrust Title Group December 2013 - December 2014
Gentry Tipton & McLemore, PC May 2005 - November 2013
Oak Ridge Legal Clinic 2012 - 2013
Culp Elliott & Carpenter, PLLC 1998 - 2005
Bank of America February 2004 - August 2004
Meineke Car Care Centers, Inc. 1992 - 1998
Blanton Dominy & Mangum 1989 - 1990
Skills
Westlaw, Legal Writing, Legal Research, Intellectual Property, Litigation, Courts, Litigation Support, Corporate Law, Legal Assistance, Lexis, Bankruptcy, Pleadings, Document Drafting, Legal Documents, Civil Litigation, Document Review, Mergers, Wills, Research, Real Estate, Contract Law, Property Law, Commercial Real Estate, Notary Public, Securities Regulation, Estate Administration, PACER, Powers of Attorney, Banking Law, Trusts, LexisNexis, Due Diligence, Microsoft Office, Management
Education
Dale Carnegie Training 2015 — 2015
Lincoln Memorial University - Duncan School of Law 2009 — 2014
JD, Law
Pfeiffer University 2002 — 2005
BS, Criminal Justice
Highlands High School 1983 — 1987
Cindi Craddock's Culp Elliott & Carpenter, PLLC Experience January 2004 - April 2009
Job Office Asst.
Industry Sports
Experience
EASF January 2014 - Present
Charlotte Knights January 2009 - December 2013
Culp Elliott & Carpenter, PLLC January 2004 - April 2009
Skills
Microsoft Office, Word, PowerPoint, Excel, Research, Writing, Social Media, Customer Service, Outlook, Legal Research, Microsoft Word, Microsoft Excel, Inventory Management, Event Planning, Event Management, Public Relations
Education
Lower Richland High School
University of South Carolina-Columbia
EASF January 2014 - Present
Charlotte Knights January 2009 - December 2013
Culp Elliott & Carpenter, PLLC January 2004 - April 2009
Skills
Microsoft Office, Word, PowerPoint, Excel, Research, Writing, Social Media, Customer Service, Outlook, Legal Research, Microsoft Word, Microsoft Excel, Inventory Management, Event Planning, Event Management, Public Relations
Education
Lower Richland High School
University of South Carolina-Columbia
John Nail's Culp Elliott & Carpenter, PLLC Experience June 2014 - Present
Job Associate Attorney at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC June 2014 - Present
Wake Forest University May 2012 - Present
Wake Forest Community Law & Business Clinic August 2013 - December 2013
North Carolina Business Court July 2013 - August 2013
Tuggle Duggins P.A. May 2013 - June 2013
Charleston Pro Bono Legal Services June 2012 - August 2012
Social Primer October 2010 - August 2011
Wells Fargo October 2009 - November 2010
Charleston Place Hotel May 2007 - November 2010
Charleston Harbor Resort & Marina September 2004 - January 2007
Skills
Microsoft Excel, PowerPoint, Sales, Advertising, Legal Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Marketing, Facebook, Editing, Research, Time Management, Social Networking, Public Relations, Legal Writing
Education
Wake Forest University School of Law 2011 — 2014
Juris Doctor, Cum Laude
College of Charleston 2004 — 2008
BS, Economics
Culp Elliott & Carpenter, PLLC June 2014 - Present
Wake Forest University May 2012 - Present
Wake Forest Community Law & Business Clinic August 2013 - December 2013
North Carolina Business Court July 2013 - August 2013
Tuggle Duggins P.A. May 2013 - June 2013
Charleston Pro Bono Legal Services June 2012 - August 2012
Social Primer October 2010 - August 2011
Wells Fargo October 2009 - November 2010
Charleston Place Hotel May 2007 - November 2010
Charleston Harbor Resort & Marina September 2004 - January 2007
Skills
Microsoft Excel, PowerPoint, Sales, Advertising, Legal Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Marketing, Facebook, Editing, Research, Time Management, Social Networking, Public Relations, Legal Writing
Education
Wake Forest University School of Law 2011 — 2014
Juris Doctor, Cum Laude
College of Charleston 2004 — 2008
BS, Economics
Travis Carswell, CPA's Culp Elliott & Carpenter, PLLC Experience December 2012 - July 2014
Job Tax Manager at Elliott Davis Decosimo
Industry Accounting
Experience
Elliott Davis Decosimo July 2015 - Present
Elliott Davis Decosimo August 2014 - June 2015
Culp Elliott & Carpenter, PLLC December 2012 - July 2014
Bank of America September 2009 - December 2012
Reznick Group August 2008 - September 2009
Skills
Tax, Estate Tax Planning, Personal Financial..., High Net Worth..., Small Business Tax, Payroll Taxes, QuickBooks, Bookkeeping, Tax Preparation, Tax Advisory, Partnership Taxation, Corporate Tax, Tax Accounting
Education
Appalachian State University 2007 — 2008
MS, Accounting - Taxation
Elliott Davis Decosimo July 2015 - Present
Elliott Davis Decosimo August 2014 - June 2015
Culp Elliott & Carpenter, PLLC December 2012 - July 2014
Bank of America September 2009 - December 2012
Reznick Group August 2008 - September 2009
Skills
Tax, Estate Tax Planning, Personal Financial..., High Net Worth..., Small Business Tax, Payroll Taxes, QuickBooks, Bookkeeping, Tax Preparation, Tax Advisory, Partnership Taxation, Corporate Tax, Tax Accounting
Education
Appalachian State University 2007 — 2008
MS, Accounting - Taxation
Susan McKeighan, LMBT NC10958/SC7446's Culp Elliott & Carpenter, PLLC Experience November 2013 - Present
Job Corporate Legal Assistant at Culp Elliott & Carpenter, PLLC
Industry Executive Office
Experience
Culp Elliott & Carpenter, PLLC November 2013 - Present
Hand and Stone Massage and Facial Spa October 2013 - Present
Seeking an administrative position. November 2012 - November 2013
Massage Envy Charlotte, NC June 2011 - February 2012
Southeastern Institute / Neuromuscular Massage Therapy August 2010 - February 2011
Compact Power January 2007 - August 2010
Compact Power January 2007 - August 2010
2006 - 2007 Beacon Industrial Manufacturing October 2006 - October 2007
2004 - 2006 Bell Davis Pitt April 2004 - April 2006
Kilpatrick Stockton, LLP February 2004 - June 2004
Skills
Neuromuscular Therapy, Executive Management, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Scheduler, Office Management, Marketing, Sales, Travel Arrangements, Administrative..., Access, Budgets, Records Management
Education
Southeastern Institute-Charlotte 2010 — 2011
Neuromuscular Massage Therapy, A
Culp Elliott & Carpenter, PLLC November 2013 - Present
Hand and Stone Massage and Facial Spa October 2013 - Present
Seeking an administrative position. November 2012 - November 2013
Massage Envy Charlotte, NC June 2011 - February 2012
Southeastern Institute / Neuromuscular Massage Therapy August 2010 - February 2011
Compact Power January 2007 - August 2010
Compact Power January 2007 - August 2010
2006 - 2007 Beacon Industrial Manufacturing October 2006 - October 2007
2004 - 2006 Bell Davis Pitt April 2004 - April 2006
Kilpatrick Stockton, LLP February 2004 - June 2004
Skills
Neuromuscular Therapy, Executive Management, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Process Scheduler, Office Management, Marketing, Sales, Travel Arrangements, Administrative..., Access, Budgets, Records Management
Education
Southeastern Institute-Charlotte 2010 — 2011
Neuromuscular Massage Therapy, A
Jean Ranshaw's Culp Elliott & Carpenter, PLLC Experience September 2009 - Present
Job Trust Administrator at Culp Elliott & Carpenter, PLLC
Industry Legal Services
Experience
Culp Elliott & Carpenter, PLLC September 2009 - Present
Skills
Estate Administration, Personal Trust..., Fiduciary Services, Wealth Management..., Trust Services, Trust Management, Charitable Trusts, Wealth, Fiduciary, Asset Protection, Wealth Management, Tax Law, High Net Worth..., Investment Management, Private Banking, Estate Law, Retirement Planning, Notary Public, Charitable Gift Planning, Document Drafting, Corporate Trust, Document Review, Powers of Attorney, Bankruptcy
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
Master of Business Administration (MBA)
Iowa State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Culp Elliott & Carpenter, PLLC September 2009 - Present
Skills
Estate Administration, Personal Trust..., Fiduciary Services, Wealth Management..., Trust Services, Trust Management, Charitable Trusts, Wealth, Fiduciary, Asset Protection, Wealth Management, Tax Law, High Net Worth..., Investment Management, Private Banking, Estate Law, Retirement Planning, Notary Public, Charitable Gift Planning, Document Drafting, Corporate Trust, Document Review, Powers of Attorney, Bankruptcy
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
Master of Business Administration (MBA)
Iowa State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Beth Feit's Culp Elliott & Carpenter, PLLC Experience October 2002 - July 2009
Job Accountant
Industry Accounting
Experience
Gorelick Brothers Capital July 2009 - September 2012
Culp Elliott & Carpenter, PLLC October 2002 - July 2009
Scharf Pera & Co., PLLC 2001 - 2002
Arthur Andersen, LLP August 1998 - November 2001
Skills
Income tax preparation..., Boookkeeping, Enjoy Working with...
Education
University of Tennessee-Knoxville 1997 — 1998
Masters of Accountancy, Taxation
Auburn University 1993 — 1998
Bachelor's degree in Business Administration, Accounting
Gorelick Brothers Capital July 2009 - September 2012
Culp Elliott & Carpenter, PLLC October 2002 - July 2009
Scharf Pera & Co., PLLC 2001 - 2002
Arthur Andersen, LLP August 1998 - November 2001
Skills
Income tax preparation..., Boookkeeping, Enjoy Working with...
Education
University of Tennessee-Knoxville 1997 — 1998
Masters of Accountancy, Taxation
Auburn University 1993 — 1998
Bachelor's degree in Business Administration, Accounting