Today’s episode focuses on Not For Profit Taxation and features guests who are members of the Georgia Society of CPAs.
Bill Harshman/Harshman Phillips & Company
Bill Harshman is a 30+ year CPA and co-founder of HPC. Prior to HPC, Bill spent 17 years rising through the ranks of a ‘Big 4’ firm, including 7 years as the Partner-In-Charge of the Atlanta Tax Department of Arthur Young & Company (‘AY’, predecessor to Ernst & Young). During his ‘Big 4’ tenure, he spent 2 years working directly under the AY US National Director of Tax, served on the AY National Tax Policy Group, and was an instructor for the AY Tax Management Training Program.
While at HPC, Bill has specialized in working with entrepreneurial and closely-held companies in the manufacturing, software, distribution, and food services industries. HPC clients have benefited from his expertise in tax planning, IRS representation, small business financing, and complex mergers and acquisition transactions.
A principal with Windham Brannon’s tax division, Carlye specializes in complex multi-state service businesses, large not for profit organizations, and high net worth individual income tax planning and preparation. She performs and enjoys extensive projects on various accounting topics that require significant interpretation of tax law.
Specialization includes: Large Not-for-Profit Organizations; Complex Multi-State Tax Services; High Net Worth Individuals with Multi-State Returns.
Prior to joining Windham Brannon in 2002, Carlye gained valuable experience, including work with expatriates and international taxes while employed in the tax departments of the national firms of Arthur Andersen and Deloitte & Touche. She served as Vice Chair of the GSCPA Financial Literacy Committee in 2007 and 2008, and she assisted in the creationof Phi Sigma Pi Foundation, where she served as president, from 2005 to 2011.
Carlye earned a BBA in Accounting from Eastern Michigan University and a Masters in Taxation from Georgia State University.
Marc is a Partner with Smith & Howard, an Atlanta accounting and advisory firm. He joined Smith & Howard 1995 after beginning his career with a Big 6 firm. He heads the tax side of the firm’s nonprofit practice, and spends a significant portion of his time in the nonprofit arena related to technical filing requirements of 990s and various tax matters facing nonprofits. In addition to his nonprofit focus, Marc has diverse experience providing income tax and business advisory services to a wide variety of businesses, individuals and estates.
Marc has been invited to make many presentations on the IRS Form 990 and other related nonprofit tax topics to groups. Marc is a Board and Audit and Compensation Committee member of Goodwill of North Georgia and Goodwill Industries of North Georgia. He serves on the Nonprofit Conference Committee of the Georgia Society of Certified Public Accountants, and was 2012 Chair of the Nonprofit Conference of the Georgia Society of Certified Public Accountants.