卡尔维. Scharf会计师

Carl has more than 11 years of professional 税 experience in public accounting. He has served privately-held and family-owned corporations, 合作伙伴关系, LLC’s and high net worth individual clients, advising on various issues involving federal, 国际, 州和地方税收问题. Carl is primarily involved in strategic 税 planning, re搜索 and compliance issues for corporate and pass-through type entities.

Carl has extensive experience working with companies operating in industry sectors ranging from real estate, 建设, 运输/物流, 汽车, 零售及专业bet9平台游戏. He also has experience with the review and analysis of cost segregation studies, 转让/出售合伙权益, 和你.S. and foreign-based companies that have 税 exposure from foreign-owned investments.

教育

B.S.B.A - 会计 and Economics, The Ohio State University

专业及社区参与

Member—The American Institute of Certified Public Accountants

Member—The Ohio Society of Certified Public Accountants 

你有什么爱好/个人爱好吗? 
When not spending time with my wife and 3 孩子们, I enjoy playing golf and hockey.

What was the best advice you’ve ever received? 
Become comfortable with being uncomfortable.

你童年的梦想是什么?
To be a cartoonist – still have many of the drawings from when I was a child.

If you could go back in time, what advice would you give your college self? 
购买苹果公司的股票

人们会惊讶地发现我……
Go on an annual family vacation to Dewey Beach, DE和其他6个兄弟姐妹, 配偶, 孩子们, 父母和狗.  我们都在一间海滨别墅里住一个星期.  If you are trying to do the math - that is 16 adults, 14 孩子们, and 2 dogs.

What is the best or most interesting thing about your career?  
Building personal relationships with clients and co-workers. 

你的第一份工作是什么?  
A caddy at Canterbury Golf Club in Cleveland, OH

Do you have advice for young professionals?
It’s too often that we focus on what we think we should or shouldn’t be doing to better our “career”. 接受你现在的角色.  你工作认真吗?. Be flexible, reliable, and respectful and your career will take care of itself. 

卡尔维. Scharf会计师

我们对

Understanding CA SB 261: The Greenhouse Gases: Climate-Related 金融 Risk Act
欺诈 Week 2023: 欺诈s of the Rich and the Famous
2024 Cost-of-Living Adjustments for Retirement Plans and IRAs
Think Before You Click: Fake Browser Updates are Back in Style
The SEC ‘Names Rule’: Unpacking the Impacts to 环境、社会和治理 Funds
特色
大问题:
I’d be happy to discuss your company’s retirement plan. 直接给我发邮件 在这里.
大的思考:
A not-for-profit client out of 401(k) compliance.

股东 杰森。” serves as a Practice Unit Leader for SDAdvantage 退休的解决方案. He has more than 17 years of qualified retirement plan experience, 主要bet9平台游戏中端市场, 少数人持股企业. 他的背景包括规划设计, 文档报告, 参与者的教育, and ongoing administration for defined contribution plans, 包括员工持股计划.

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