On a daily basis, Chris advises high-net-worth individuals on innovative income tax structures and estate planning.
Chris assists his clients implement limited partnerships, establish charitable entities, set up estate and family trusts and make appropriate decisions for gift-tax planning. The people he works with every day are in a variety of professions, like physicians, attorneys, small business owners, corporate officers, investors and real estate professionals. Due to his specialization, Chris holds a leadership position with the firm. He leads estate and trust planning and compliance.
He received his Bachelor of Business Administration in Finance and a Masters in Taxation from Georgia State University. Prior to joining HA&W in 1998, he worked as an investment advisor for Raymond James & Associates. Chris’s professional affiliations include:
- American Institute of Certified Public Accountants
- Georgia Society of Certified Public Accountants
- Atlanta Estate Planning Council