Shareholder, Director of Tax & Small Business Planning

Practice Specializations
  • Tax Compliance, Research & Planning
  • Accounting & Advisory Services 
  • Estate Planning
  • Succession  Planning
  • Management Consulting
  • Wealth Management
  • Personal Financial Planning
  • Healthcare Consulting
  • Professional Services Firm
  • Tax Exempt & Private Foundation Tax Compliance
  
Experience
 
Fred is a shareholder of CDPA and serves as the Director of Tax & Small Business Planning. In addition, he leads the healthcare team. Fred has provided tax and business consulting services to individuals and privately-owned businesses for 35 years. He specializes in personal and business planning and tax preparation, compilation engagements, small business advising, estate planning, and business succession planning. Fred was honored with the 2004 Alabama Business Ethics Award by the Society of Financial Services Professionals in recognition of his high standards in providing quality services to his clients.

 

Professional Affiliations & Civic Memberships

  • American Institute of Certified Public Accountants (AICPA)  
  • Alabama Society of Certified Public Accountants (ASCPA)
  • Financial Planning Association Member
  • Athens State University Foundation - Past President & Board Member
  • Athens Rotary Club - Past President
  • Hospice of Limestone County - Former Board Member
  • Limestone County Area Foundation - President 
 
Education
Auburn University, B.S., Accounting
 
 
Contact Fred via e-mail
 
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