Robert Port Archives - Page 3 of 5

Spring Cleaning Your Financial House

May 22, 2019 by Mike

Gwinnett Studio

Spring Cleaning Your Financial House

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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

March 28, 2019 by Mike

Business Is Good

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

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Robert Port, Stacy Hanley, Jessica Reece Fagan, Lisa Brown, Craig Frankel

Jessica Reece Fagan/Hedgepeth Heredia Law

Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out of court. Jessica is admitted to appear before the Supreme Court of Georgia, all Superior and State Courts of Georgia, and the U.S. District Court for the Northern District of Georgia.

Jessica is an active member of the State Bar of Georgia, the Young Lawyers Division of the State Bar (“YLD”), and the State Bar Family Law Section. Jessica is a graduate of the State Bar of Georgia YLD Leadership Academy and previously served on the YLD Executive Council. Jessica is also a member of Lawyers Club of Atlanta, and an active member of the Family Law Section of the Atlanta Bar Association and the DeKalb Bar Association.

A native of Augusta, GA, Jessica is a cum laude graduate of The University of Georgia. Jessica earned her law degree, with honors, from Georgia State University. Prior to joining HHR, Jessica practiced at the international law firm of Smith, Gambrell & Russell, LLP.

Stacy Hanley/Leftkoff, Duncan, Grimes, McSwain & Hass

Stacy W. Hanley is a partner at the law firm of Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Stacy practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters.

A native of Atlanta, GA, Stacy graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington & Lee, Stacy played on the first women’s basketball team and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy
was elected to of The Order of the Coif, served as Senior Notes Editor for the International
Journal of Comparative and International Law and was awarded The Real Property Law Section
Award.

Lisa Brown/Brightworth

Lisa has focused her entire career in wealth management for high-net-worth families. “The most rewarding part of my job is helping my clients retire well, with confidence and security about their future.” Her straight forward, results oriented approach appeals to the busy professional.

Lisa is a Partner and Wealth Advisor at Brightworth where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association’s Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Estate Planning for Families with a Special Needs Child

January 23, 2019 by Mike

Gwinnett Studio

Estate Planning for Families with a Special Needs Child

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Robert Port, Bill Hall, Kim Martin, Adam Gaslowitz

Kim Martin/Nadler Biernath LLC

Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor’s Degree in English Literature from the University of Virginia (1990). She earned her law degree from the University of North Carolina at Chapel Hill (1999). She was admitted to the practice of law in Georgia in 1999. As the mother of two beautiful children, one of whom has autism, Kim brings to her practice an appreciation for the unique challenges and joys of parenting a special needs child.

Before joining Nadler Biernath, Kim was an associate at Lefkoff, Duncan, Grimes, McSwain and Hass, P.C., and an associate in the Estate Planning and Administration group at the Atlanta office of Chamberlain, Hrdlicka, White, Williams and Martin (now Chamberlain, Hrdlicka, White, Williams and Aughtry). She has also worked in the State and Local Tax Division of KPMG, LLP.

Kim is a member of the State Bar of Georgia, the Atlanta Bar Association, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys (NAELA), including the Georgia Chapter of NAELA, and the Georgia Association for Women Lawyers. She currently serves on the Board of “Just” People, an organization dedicated to providing safe housing and day programs for disabled adults, and on the Editorial Board of The Mortmain, a publication of the Estate Planning and Probate Section of the Atlanta Bar Association. Kim served two terms as an elected member of the Policy Council for Easter Seals and was named Easter Seals Parent of the Year in 2009. Her publications include articles in Trusts and Estates Magazine and Family Lawyer Magazine. She is a frequent speaker on the subjects of special needs trusts, guardianship, and divorce settlement agreements for families that include a child with special needs.

Bill Hall/Fidelity Bank

Bill Hall is a Senior Trust Officer at Fidelity Bank with over 22 years of banking experience. He attended Southern Illinois University at Edwardsville and is a graduate of the Trust School at the Cannon Financial Institute. Bill has worked passionately in his career to earn and retain his clients’ trust by listening to and understanding his clients’ needs while never compromising his integrity. His proficiencies include retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Bill is an active member of both the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia. He also serves as a Board of Director for the Frazer Center and Fallen Sparrow. Bill is a member of North Point Community Church where he enjoys volunteering as a Trip Leader for the international division. He resides in Alpharetta with his wife Lori, their son Cole and daughter Emma.

About Gaslowitz Frankel:

CLICK HERE to watch the video of this show.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

The Benefits of Using a Corporate Fiduciary

November 28, 2018 by Mike

Gwinnett Studio

The Benefits of Using a Corporate Fiduciary

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Robert Port, Karen Havey, Timothy Sheehan, Adam Gaslowitz

Timothy Sheehan/BNY Mellon

Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, in conjunction with BNY Mellon’s Portfolio Team and Wealth Strategist, works closely with his client’s tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, sale of privately held businesses, and family governance.

Tim is passionate about helping business owners and corporate executives navigate their wealth managements options and educate them as they move through the cycles of their career. His clients respect the fact that while he is helping them grow and protect their wealth, Tim is also focused on positioning business owners for eventual liquidity events and helping corporate executives understand their full range of benefits and diversification strategies. In post transaction and/or retirement, Tim develops strategies to protect and secure his clients’ wealth while simplifying their lives as they transition from “Owner” to “Investor”.

Prior to joining BNY Mellon, Tim served as Business Manager for Shell Energy Services where he grew the Georgia operation to $400m in revenue and 26% market share. Internationally, Tim has worked throughout Southeast Asia where he led the retail redevelopment for Caltex’s operations in Singapore, Bangkok and Hong Kong.

Karen Havey/BNY Mellon

Karen Havey is a Family Wealth Strategist for BNY Mellon Wealth Management. Karen joined the firm in 2016 bringing ten years of experience as a practicing tax attorney. In this role, she works to develop innovative strategies in wealth transfer analytics and ownership structures to maximize our clients’ wealth after taxes and across generations.

Karen has over ten years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was a partner at a national tax law firm where she advised high net worth clients and families in regard to wealth and estate planning with emphasis on the estate, gift and income tax laws. She spent substantial time assisting fiduciaries with post mortem planning and tax filings. Her practice was also heavily focused on advising entrepreneurs in regard to asset protection and business succession planning through the use of trusts. In addition, Karen frequently advised clients on the implementation, structuring and repair of captive insurance companies.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Inherited Property – Resolving Tangled Title

July 25, 2018 by Mike

Gwinnett Studio

Inherited Property - Resolving Tangled Title

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Craig Frankel, Joann Johnston, Shunta McBride, Robert Port

Joann Johnston/Georgia Heirs Property Law Center

Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving title disputes, lender liability defense, federal and state regulatory compliance and unfair and deceptive trade practices claims. Joann’s passion is using her legal training to work with families to overcome generational poverty and homelessness.

Shunta McBride/The Vincent McBride Law Firm

Shunta McBride has practiced law for more than 12 years in Atlanta and founded her law firm Vincent McBride Law in 2016 to provide estate planning, probate, and real estate legal services to clients. She has a knack for explaining the unfamiliar and navigating clients through what they often perceive as uncharted territory in the area of wills, probate and real estate – and in particular, heirs’ property. She is skilled at crafting a solution that is well-tailored for your needs before taking on an engagement.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

How to Help Your Aging Parents Get the Help They Need When They Need It

May 23, 2018 by Mike

Gwinnett Studio

How to Help Your Aging Parents Get the Help They Need When They Need It

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Robert Port, Nanette Duffey, Kendall Crye, Craig Frankel

Kendall Crye/Aging Life Care of Atlanta

Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and financial responsibilities.

Kendall’s interest in working with the aging adult population sparked in her teens, as she volunteered with the elderly in her local Atlanta community. She went on to attain a Bachelor’s of Science degree in Human Development, with an emphasis in Adults and Aging, from Auburn University.

Since 2000, Kendall’s roles in assisted living facilities have included Life Enrichment Director, Business Manager, Care Coordinator, Director of Resident Care, and Community Relations Director. These experiences have equipped her to understand and manage all aspects of a senior’s life. Her expertise encompasses caring for seniors with a wide range of needs, including those suffering from dementia and Alzheimer’s Disease, Parkinson’s Disease, Rheumatoid Arthritis, Infectious Diseases, Cardiac conditions, Kidney failure, and those receiving rehabilitation.

As an Aging Life Care Manager, Kendall is passionate about ensuring that seniors enjoy the best quality of life possible and that families achieve peace of mind as they care for their loved ones.

Nanette Duffey/Organized Instincts, LLC

Organized Instincts frees busy clients from the minutiae of daily money management by providing a variety of financial services, including bill-paying, organizing and digitizing financial documents, tracking spending and tax-related information, and resolving billing errors and financial mysteries. Organized Instincts customizes services to work one-on-one and virtually with clients, including busy families, traveling professionals, and semi-retired seniors, all seeking freedom form financial tasks so they can lead richer, more robust lives.

As Georgia’s first Professional Daily Money Manager and owner of Organized Instincts, Duffey is a tenacious financial anthropologist, uncovering the intricacies of clients’ financial histories and analyzing spending transactions to help clients better understand their monetary pictures and build more prosperous futures. Her Bachelor of Science in Financial Management and prior work experience give her a depth and breadth of knowledge of financial sub-disciplines and exposure to fields such as personal income tax, investments, and financial analysis.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Identifying Investment Fraud and Misconduct

April 27, 2018 by Mike

Gwinnett Studio

Identifying Investment Fraud and Misconduct

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Robert Port, Jason Doss, David Bain, Millie Baumbusch

Jason Doss/The Doss Firm

Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors who lost their life savings due to bad investment advice and in some cases, financial fraud.

Notably, Mr. Doss successfully represented a large of group of investors who were defrauded in a Ponzi scheme at the Atlanta-based mega-church New Birth Missionary Baptist Church. The case was deemed as one of the largest church-based affinity fraud schemes in American history, received national media attention, and was featured on the popular ABC show Nightline. In addition, Jason Doss was co-lead counsel on two separate consumer class action cases against two of Georgia’s largest natural gas providers, obtaining class settlements totaling $18.5 million on behalf of over 750,000 Georgia residents for alleged overcharges.

Jason Doss is past-President and a current Board of Directors member of Public Investors Arbitration Bar Association (PIABA). PIABA is an international bar association devoted to protecting the rights of the investing public. Mr. Doss is also a founding board member and current President and CEO of The PIABA Foundation, a charitable organization devoted to promoting investor education.

Jason Doss believes that the best way to avoid becoming a victim of consumer fraud and/or investment abuse is through education. To help prevent investment and consumer abuse, Mr. Doss co-authored a book with best-selling author and investment adviser Frank Armstrong III, entitled “The Retirement Challenge: Will You Sink or Swim?” It was released in January 2009 and is currently sold at book stores across the country.

David Bain/Law Offices of David A. Bain

David Bain represents angry investors. He began his practice with a class action firm, litigating securities class actions in the age of Enron. For the last 11 years he’s had his own practice The Law Offices of David A. Bain, representing investors in cases against directors, officers, auditors, investment bankers, venture capital firms, broker-dealers, and investment advisers. He often provides the plaintiff’s perspective at securities seminars and has assisted state officials in preparing to testify before Congress concerning securities legislation.

David received his undergraduate degree, magna cum laude, from the University of Georgia, where he was a Woodruff Scholar and was named to Phi Beta Kappa. He was awarded a Chancellors Scholarship to the University of North Carolina at Chapel Hill School of Law, where he received his J.D. with honors.

David is active in the leadership of several community organizations, including having served as President of the Board of Directors for the Federal Defender Program, Inc. and President of the Board of Directors of GreenLaw (an environmental non-profit organization). He recently concluded his term as Co-Chair of the Atlanta Bar’s Securities Subsection, and he is currently the President of the Federal Bar Association’s Atlanta Chapter.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Mike

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

State Income Tax Issues For Residents Relocating To States Without Income Tax

July 27, 2017 by Mike

Gwinnett Studio

State Income Tax Issues For Residents Relocating To States Without Income Tax

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Robert Port, Brian Enlow, Richard Litwin, Millie Baumbusch

This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC.

Richard Litwin/The Litwin Law Firm

Richard C. Litwin is an Atlanta attorney, who specializes in state and local taxation and tax disputes, including sales and use tax, multistate corporate income tax, personal income tax, state residency, employment tax and property tax matters. Mr. Litwin is a Georgia Super Lawyer and has been listed in The Top 100 (lawyers in Georgia). He is also listed in U.S. News and World Report’s The Best Lawyers in America, for (1) Litigation and Controversy – Tax and (2) Tax Law; Georgia’s Top-Rated Lawyers (publication of The Atlanta Journal-Constitution, The Wall Street Journal and The Daily Report) and Mr. Litwin has also been voted as one of the state’s top attorneys in Georgia Trend Magazine’s Legal Elite, in Taxes/Estates/Trusts. Mr. Litwin is Co-Moderator of the Georgia Department of Revenue Attorney Liaison Committee, which meets twice each year.

Mr. Litwin served as Chairperson of the State Bar of Georgia Section of Taxation (2001-2002) and served as a member of the State Bar of Georgia Tax Section Georgia Tax Court Task Force. Mr. Litwin was Chairperson of the Atlanta Bar Association Taxation Section (2004-2005) and currently serves as a board member. Mr. Litwin has also served as a member-at-large of the Atlanta Bar Association CLE Board of Trustees. Mr. Litwin has worked on projects with the Department of Revenue, in his role as a member of the Georgia Department of Revenue Liaison Committee and as a member of a special task force formed to address State consolidated return filing regulations. He also served as a member of the Georgia Department of Revenue Business Advisory Committee from 2007-2008.

Prior to forming his current firm, Mr. Litwin was a partner at an Atlanta law firm. Mr. Litwin was also an Assistant Attorney General in the Tax Section of the Georgia Attorney General’s Office and worked in the Tax Department at the Atlanta office of an international accounting firm. Mr. Litwin speaks frequently on various tax topics, at national and state bar seminars and at seminars sponsored by the Georgia Society of CPAs. Mr. Litwin has also published articles on various aspects of taxation, including “The Georgia Tax Tribunal Act of 2012,” an article that he co-authored and that was published in the December 2012 edition of The Georgia Bar Journal. Mr. Litwin serves as a volunteer tax lawyer with Pro Bono Partnership of Atlanta. He also serves, by appointment by the Georgia Supreme Court, as on the State Bar of Georgia’s Standing Committee on the Unlicensed Practice of Law.

Mr. Litwin graduated from the University of South Carolina, with a B.S. degree, cum laude, in Economics, and was inducted into Phi Beta Kappa. He graduated from Emory Law School, where he was a member of the Moot Court Society. In September 2016, Mr. Litwin was appointed by the Univ. of South Carolina Board of Trustees to serve a three-year term as an at-large member of the USC Board of Visitors.

Brian Enlow/Warren Averett

Brian Enlow is a CPA in Warren Averett’s tax division and is a member of the firm’s Entrepreneurial Leadership Roundtable. For over 15 years, Brian has served as a trusted advisor to multi-state businesses and their owners, focusing on the manufacturing and distribution, real estate, and service industries. He has helped these clients in all stages, from business formation to successful exits, including sales to private equity funds and ESOPs. Brian resides in Atlanta with his wife and twin 3 year old sons.