Profile

Carey David McClure

Phone: (704)847-0101
Fax: (704)849-0535

Biography

Organizations

Partner/Owner
Bernard Robinson & Company, L.L.P.
GREENSBORO, NC

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

North CarolinaSince 08/24/1999

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Compilation and Review
   Performing a Review (planning, performance, reporting, QC)
Firm Practice Management
   Human Capital
   Practice Growth and Client Service
   Succession Planning
Forensic and Valuation Services
   Employee Stock Ownership Plans (ESOPs)
   Family Law & Divorce
   Gift & Estate Income Tax, FLPs & LLPs
   Valuation Methods, Approaches, and Analysis
Industry
   Agriculture, Forestry, Fishing and Hunting
   Construction
   Insurance Life & Health
   Insurance Property and Liability
   Investment Companies
   Manufacturing
   Not-for-Profit
   Professional, Scientific and Technical Services (including Business Services)
   Real Estate and Rental and Leasing
   Transportation and Warehousing
   Wholesale and Retail Trade
Information Management and Technology Assurance
   Cloud Computing
Management Accounting
   Tax Compliance, Planning and Strategy
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts