CLA Livestream: Flexible Tax Planning for Organization Leaders, Owners & Operators

I had an awesome time with Jennifer Rohen, Susan Roberts and Andy Bollman on last week’s CLA Livestream. We discussed flexible tax planning in light of President Biden’s recent tax proposals. Please click here to watch a replay.

  • Managing Principal of Industry - Real Estate
  • CliftonLarsonAllen LLP
  • Century City (Los Angeles)
  • (310) 288-4220

Carey is the Managing Principal of the Real Estate Industry at CLA. He is a trusted advisor with close to 20 years of experience providing accounting, assurance, tax, and consulting services to real estate industry owners, operators, family offices, developers and syndicators. Carey has a strong track record of helping clients build and retain capital by leveraging tax- and cost-saving strategies and employing tax credits and incentives. He also consults with high net worth individuals, large family groups, and owners of closely-held businesses on all aspects of tax planning, estate planning, and retirement planning.

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