Alan is committed to helping his clients develop sound long-term business and tax strategies. He implements proven and effective tax planning techniques to defer income and estate taxes. Alan serves as a consultant to many businesses and individuals, assisting them in finding solutions to everyday problems as well as complex issues.
Alan is a long-time resident of Atlanta, GA and lives with his wife Heather and two children, Jackson and Sydney, in Buckhead. He graduated from the Tull School of Accounting at the University of Georgia and passed the CPA exam in 1991. He maintains professional memberships in:
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Atlanta Chamber of Commerce
Alan is currently serving on two boards that support his philanthropic causes:
Trustee of The Apogee Georgia School Choice Scholarship Fund Our Scholarship Fund raised over $60 million dollars through to provide scholarships to children in Georgia to attend private school at one of our 120+ partner schools. Donors receive a "dollar-for-dollar" Georgia tax credit for donations to the Scholarship Fund and in turn we provide eligible students with scholarships for private school tuition in Georgia. The donor also reports the tax credit as a charitable contribution rather than a tax expense deduction which provides an additional tax benefit for alternative minimum tax (AMT) filers.
Board and Executive Commitee Member of the X3 Foundation Our Foundation was successfully launched on March 31, 2011. X3 Foundation is a non-profit community program that provides at-risk youth and young adults with athletic, artistic, and academic support, creating opportunities to transform their lives, achieve their highest potential, and develop as positive role models and community leaders.