Partner, M&A TAX
Carl has more than 11 years of M&A tax advisory and domestic & global tax restructuring experience and is devoted to advising clients on transactions throughout all aspects of their organization's life cycle. Carl has consulted on various transactions including acquisitions, dispositions, tax-free reorganization, debt restructuring and bankruptcies, legal entity simplification, post-transaction integration, S-corporation and partnership modelling, and tax-free spin-offs. Carl also regularly advises clients with response to non-transaction services such as stocks basis and earnings and profits analyses, tax attribute (e.g. section 382 and 163(j)) preservation planning, and consolidated return issues. Carl has significant experience advising a variety of clients including Fortune 500 strategic companies, privately-owned companies, middle market private equity clients, family offices, and high net worth individuals.
Prior to joining M&A Tax Solutions, Carl was a Director in PwC's Southeast M&A Tax & Global Structuring practice where Carl lead the Nashville, Tennessee M&A tax practice and was a leading professional in the firms Healthcare M&A tax practice.
Carl holds a Masters of Tax Accounting and a Bachelor of Professional Accountancy from the University of Alabama. He is a licensed CPA in the states of Georgia and Tennessee and is a member of the AICPA.