Profile

Biography

Organizations

Partner
Mosaic Capital Management
Hickory, NC

Partner
Michael D. Stokes
Hickory, NC

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

Education

Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (Private Companies)
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Individual Income Taxation
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Taxation of Estates and Trusts