Profile

Biography

Organizations

PRINCIPAL
Robinson CPA Firm PLLC
Memphis, TN

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

Education

Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (IFRS)
   Accounting Compliance and Reporting (Private Companies)
   Accounting Compliance and Reporting (US)
   Financial Instruments
   Integrated Reporting
   Internal Control over Financial Reporting
   SEC Regulatory Compliance and Reporting
   Sustainability
   XBRL
Compilation and Review
   Performing a Review (planning, performance, reporting, QC)
Firm Practice Management
   Financial and Admin Operations
   Human Capital
   Marketing
   Practice Growth and Client Service
   Strategy and Planning
   Succession Planning
Industry
   Agriculture, Forestry, Fishing and Hunting
   Arts, Entertainment and Recreation (including Gaming)
   Auto Dealerships
   Broker/Dealers
   Construction
   Depository and Lending Institutions
   Government and Public Sector
   Health Care and Social Assistance
   Insurance Life & Health
   Insurance Property and Liability
   Investment Companies
   Manufacturing
   Media Communications and Information
   Mining, Quarrying, and Oil and Gas Extraction
   Not-for-Profit
   Professional, Scientific and Technical Services (including Business Services)
   Real Estate and Rental and Leasing
   Transportation and Warehousing
   Utilities
   Wholesale and Retail Trade
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