Robert
W. Carmines
Master of Science in Taxation
Certified Financial Planner™
Personal Financial Specialist
Certified Public
Accountant
Areas of Expertise:
w Individuals – Personal tax planning and
preparation.
Emphasis on business owners and professionals including Bank Officers,
Lawyers, Physicians and Dentists.
w Businesses – Specializing in closely held businesses
with emphasis on Developers, Contractors, Medical and Dental Practices.
Experienced in analyzing businesses to help promote maximum profitability.
Preparation of Partnership, Corporate, Limited Liability Company
and Sole Proprietor tax return
w Estates – an acknowledged specialist in estate and trust
tax work. He has been the administrator of an estate valued at
over $2,000,000 and was responsible for discovering and recovering
over $750,000 in "lost" assets. Handles estate inventories
and commissioner’s accountings.
w Financial Planning – Experienced in preparing financial
plans for clients with assets valued at over $5,000.000. Also
assists with financial planning for business entities, funding
of retirement plans and buy-sell insurance.
w Computer Implementation – A specialist in
selecting and installing financial reporting and information management
software. Quickbooks, Peachtree,
One-Write Plus and many other software packages.
w Business Succession and
Sales/Purchases – Has consulted in the sale and acquisition
of businesses valued at over $5,000,000.
Has assisted in the transition of family owned businesses to the
next generation. Is experienced in structuring these transactions
so that the buyer and seller both win!
Work Experience:
- 27 years of experience as a CPA.
- 22 years as owner of a large local certified public accounting
firm.
- 3 years on both the audit and tax staff of Price Waterhouse.
Education:
- Bachelor of Science in Commerce, Concentration in Accounting
from the McIntire School of Commerce of the University of Virginia
in 1980.
- Master of Science in Taxation from the Graduate Business School
of the College of William and Mary in a joint degree program with
the Marshall-Wythe School of Law of the College of William and
Mary in 1993.
Professional Designations:
- Certified Public Accountant – 1983
- Certified Financial Planner – 1996
- Personal Financial Specialist – 1996
Professional Memberships:
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Peninsula Estate Planning Council
- Financial Planning Association
Civic Activities:
- Rotary Club of the Virginia Peninsula , Current Member and Past
Board Member.
- University of Virginia Alumni Association Member.
- William & Mary Alumni Association Member.
- Warwick Memorial United Methodist Church, Nominations Committee
Member, Finance Committee Member.
- Cub Scout Den 7 - Flaming Arrows, Pack 313 Assistant Den Leader and Past Den
Leader.
Special Honors & Publications:
- Appointed to a three-year term on the Advisory Board for Creative
Solutions, Inc, a leading manufacturer of accounting and tax
software for the accounting industry.
- Speaker at the Creative Solutions Software National User’s Conferences
in Philadelphia, San Francisco, Orlando, San Antonio, Phoenix, and Las Vegas. Over 1,000
CPA's and tax professionals attend annually.
- Keynote Speaker for the South Carolina Tax Council Members Conference
in Savannah, GA in 1999.
- Featured in the Electronic
Accountant, an on-line professional
accounting and tax publication.
- Featured on front page of Accounting Today magazine in
December 2000.
- Named Accounting Technologist in Accounting Technology
Magazine in January 2001.
- Featured in an article in the Daily Press.
- Author of articles on financial planning and tax planning in the
Virginia Peninsula Chamber of Commerce Newsletter, and the Oyster
Pointer, a local business publication.
- Featured in the July 2003 and January 2004 issue of the Practical Accountant
Magazine.
- Featured in numerous articles related to accounting, tax and
technology issues facing the profession.
E-mail Rob
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