STAFF PROFILES

Glenn joined the firm in 1975, became a shareholder in 1989 and currently serves as the managing shareholder of the firm. Glenn's practice is concentrated in the areas of accounting and auditing, taxation, and consulting. He has extensive experience over the past 35 years working with closely-held businesses and individuals providing business consulting, tax planning, trust and estate planning services. His primary focus areas are estates and trusts, wholesale/retail trade, real estate and construction.

Designations & Certifications

Certified Public Accountant

Education

David Lipscomb University
Nashville, TN
Bachelor of Science in Accounting

Areas of Special Emphasis

• Entity planning related to type and ownership for tax minimization
• Mergers and Acquisitions
• Strategic planning
• Business management and operational issues
• Tax planning and strategies for privately owned businesses and owners
• Estate, trust and individual taxation
• Corporate, personal and estate tax issues

Professional Honors & Affiliations

• American Institute of Certified Public Accountants
• Alabama Society of Certified Public Accountants
• Estate Planning Council of Birmingham
• Who's Who Among Alabama Accountants

Community and Civic Organizations

Serves on the St. Vincent's Professional Advisors Council

Craig joined the firm in 1978, right out of college. He was made a shareholder in 1989. Besides holding his CPA certificate in Alabama, Craig also holds licenses to practice in Florida, Georgia and Tennesee. He has extensive experience in the areas of accounting, auditing and taxation. His work is mainly concentrated in the tax area and his primary focus includes retail/wholesale businesses and automobile dealerships.

Designations & Certifications

Certified Public Accountant
Certified Valuation Analyst

Education

Auburn University
Auburn, AL
Bachelor of Science in Accounting

Areas of Special Emphasis

Financial statement audits, reviews and compilations
Pass through entities (LLC's and S-Corporations)
Multi-state taxation
Individual tax
Automobile Dealerships
Business valuations
Professional athletes
Inventory methods, including LIFO and unicap issues
Estate, trust and individual taxation

Professional Honors and Affiliations

American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants
National Association of Certified Valuation Analysts
Estate Planning Council of Birmingham

Community and Civic Associations

Member of Hunter Street Baptist Church

Marty begain his employment with the firm in 1989 and became a shareholder in 1997. He has extensive experience with tax and audit issues facing pass-through entities and he provides financial reporting and tax consulting for these entities in addition to providing investment advisory services and tax planning to individuals. His primary focus areas are real estate, conservation easements, construction contractors, wholesale/retail trade and automobile dealerships. Besides holding his CPA certificate in Alabama, Marty also holds licenses to practice in North Carolina (certificate # 21667), Texas and Georgia.

Designations & Certifications
Certified Public Accountant
Series 66 Securities License

Education
University of South Alabama
Mobile, AL
Bachelor of Science in Accounting

Areas of Special Emphasis
Financial statement audits, reviews and compilations
General Contractor licensing
Multi-state taxation
Pass through entities (LLC's, S-Corporations and Partnerships)
Individual income tax
Mergers and acquisitions
Business management consulting
Tax planning for closely held businesses and owners
IRS and state tax audit representation
Inventory methods, including LIFO and UNICAP issues
Conservation easements
Investment Advisory services

Professional Honors & Affiliations
American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants

Civic Organizations
Chairman of the Financial Committee for Our Lady of the Valley Catholic School
Treasurer of Cub Scouts Pack 71

Mike has been with the firm since 1993 and was made a shareholder in 2004. He has extensive experience in the areas of accounting, auditing and taxation. His work is mainly concentrated in the audit area and his primary focus includes local governments, retail trade and automobile dealerships.

Designations & Certifications

Certified Public Accountant

Education

Birmingham-Southern College
Birmingham, AL
Bachelor of Science in Accounting

Areas of Special Emphasis

• Financial statement audits, reviews and compilations
• Pass through entities (LLC's and S-Corporations)
• Multi-state taxation
• Local governments and related accounting and financial reporting issues
• Not-for-profit entities and related accounting and financial reporting issues
• Individual tax

Professional Honors and Affiliations

• American Institute of Certified Public Accountants
• Alabama Society of Certified Public Accountants
• AICPA Governmental Audit Quality Center

Community and Civic Associations

• Member of North Shelby Baptist Church
• Age group coordinator for Birmingham United Soccer Association (BUSA)
• Coach soccer for division three kids

Born in Birmingham, Alabama, John attended Birmingham-Southern College where he obtained a Bachelor of Science degree in Accounting. John has been with the firm since 1994 and was made a shareholder in 2004. John has extensive experience in accounting, auditing, taxation, and management advisory services. His areas of expertise include closely held corporations, partnerships, employee benefit plans, individuals and nonprofits organizations.

Designations & Certifications

Certified Public Accountant

Education

Birmingham-Southern College
Birmingham, AL
Bachelor of Science degree Accounting

Areas of Special Emphasis

General corporate and executive tax compliance and planning
Private company financial and tax planning
Tax planning and strategies for privately owned businesses and owners
Financial reporting including audits and reviewed financial statements for the construction, manufacturing and retail industries
Employee benefit plan compliance and planning
Business management and operational issues

Professional Honors & Affiliations

American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants
AICPA Employee Benefit Plan Audit Quality Center

Community and Civic Organizations

Past President of the Rotary Club of Trussville
Member of the Rotary Club of Trussville
Board member of St. Vincent's Foundation

Jennifer has been with the firm since 2000. She works in the areas of accounting, auditing,and taxation. Her areas of practice include local governments, automobile dealerships, and real estate.

Designations & Certifications

Certified Public Accountant

Education

Auburn University
Auburn, AL
Bachelor of Science in Accounting

University of Alabama at Birmingham
Birmingham, AL
Masters of Accounting

Member of Beta Alpha Psi, a National Accounting Fraternity

Professional Honors & Affiliations

American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants

Beth has been with the firm since 2004. She works in the areas of accounting, auditing and taxation. Her areas of practice include automobile dealerships, construction contractors, retail trade, and non-profits.

Designations & Certifications
Certified Public Accountant
Certified Fraud Examiner

Education
University of Alabama
Tuscaloosa, Alabama
Bachelor of Science in Accounting with a Minor in Computer Science

University of Alabama
Tuscaloosa, Alabama
Masters of Accounting
President of University of Alabama chapter of Beta Alpha Psi, a National Accounting Fraternity, 2003-2004

Professional Honors & Affiliations
American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants
Association of Certified Fraud Examiners

Charles started with the firm in 1990 and left in 1992 to work for Lapidus, Tuck, & Raymond until 2001. From there he became the CFO of DMK Entertainment until 2007 and returned to the firm in 2008. Charles works in the areas of small to medium business accounting and taxation. His areas of practice include franchises, retail, wholesale, and professionals.

Designations & Certifications
Certified Public Accountant

Education
University of ALabama at Birmingham
Birmingham, AL
Bachelor of Science in Accounting

Areas of Special Emphasis
General corporate and executive tax compliance and planning
Private company financial and tax planning
Executive compensation arrangements
Negotiations relative to employment contracts
Tax compliance with the IRS and State of Alabama
Turnaround and crisis management services and debt restructuring
Distressed business sales
Liquidation or wind down
Financial reporting for the construction, professional and retail industries
Business strategic planning, sales and acquisitions
Business transaction consulting
Franchise consultant/broker

Professional Honors & Affiliations
American Institue of Certified Public Accountants
Alabama Society of Certified Public Accountants
Licensed affilitate of Business Alliance
International Franchise Association.

Laura Castleman has been with the firm since 2008. She is from Dothan, AL where she graduated from Dothan High School and attended Wallace Community College. She graduated from the University of Alabama in 2007 with a Bachelor of Science degree in Accounting and obtained her Masters in Accounting from Samford in 2011.

Laura works in the areas of accounting, tax preparation and auditing and is a member of the Young Professionals of Birmingham.

Education
Wallace Community College
Dothan, AL

University of Alabama
Tuscaloosa, AL
Bachelor of Science in Accounting

Samford University
Birmingham, AL
Masters of Accounting

Civic Organizations
Young Professionals of Birmingham

Brittany Walters has been with the firm since 2008. She graduated from Martin County High School in Stuart, FL. In 2007, she graduated from Mercer University in Macon, GA with a Bachelor of Business Adminstration degree in Accounting. She earned her Masters of Accounting in 2010 from Samford University and is currently working towards obtaining her CPA. Brittany works in the areas of accounting, tax preparation and auditing.

Education

Mercer University
Macon, GA
Bachelor of Science in Accounting

Samford University
Birmingham, AL
Masters of Accounting

Civic Organizations
Young Professionals of Birmingham
Junior League of Birmingham

Shachar joined the firm in 2011. He was born in Haifa, Israel and graduated from Birmingham-Southern College with his bachelor of science in accounting. Shachar works in the areas of accounting, tax preparation and auditing and is currently working towards obtaining his CPA.

Education

Birmingham-Southern College
Birmingham, AL
Bachelor of Science in Accounting

Deloris Harrison has been with the firm since 1976. She is a graduate of Etowah High School in Attalla, AL. She earned her Associate degree from Jefferson State Community College in Birmingham, AL. She has also taken various accounting courses from the LaSalle Institute of Accounting in Chicago, IL and the University of California at San Francisco.

Deloris has experience in the areas of financial statement preparation, payroll taxes, sales taxes, business licenses and payroll preparation. She has extensive experience in the areas of retail, manufacturing and real estate. Deloris currently lives in Walnut Grove, AL.

Judith Jackson has been with the firm since 1980. She is a graduate of Hewitt Trussville High School in Trussville, AL. She earned her Associate degree from Jefferson State Community College in Birmingham, AL.

Judy has experience in the areas of financial statement preparation, payroll taxes, sales taxes, business licenses and payroll preparation. She is a member of Hilldale Baptist Church, where she is an active member of the finance committee. She is the Birmingham Chapter Secretary of Gold Star Wives of America, Inc. and also on the national board of directors of Gold Star Wives of America, Inc. She has two children and three grandchildren and currently lives in Center Point, AL.

Claire Owens has been with the firm since 2007. She was born in Orlando, FL and is a graduate of Thompson High School in Alabaster, AL. She obtained her B.S. in Accounting for Harding University in Arkansas.

Claire has experience in the areas of financial statement preparation, payroll taxes, sales taxes, business licenses and payroll preparation. She has extension experience in the areas of medical offices, restaurants, manufacturing and real estate. Claire currently lives in Helena, AL with her husband, Larry and they have three sons.

Annette Ryant has been with the firm since 2000. She is a native of Moundville, AL and graduated from Hale County High School.

Annette is a member of Walker's Chapel Baptist Church and a member of the Civitan Club in Gardendale, AL. She currently lives in Gardendale, AL with her husband, Bobby, and has a daughter.