2023 Tax Update

Plan to join us on Wednesday, January 25th at the Savannah Golf Club for a tax update presented by Mike McCarthy and Carolyn McIntosh of Hancock Askew & Co., LLP.

Speakers

Carolyn McIntosh

Carolyn is a Partner at Hancock Askew and is the Savannah Office Managing Partner. She has been serving clients for over 18 years in the areas of tax, financial planning and management services. Her clients include individuals, fiduciaries, partnerships and corporations. Carolyn specializes in high net worth individual tax, family-owned businesses, real estate, estate and gift tax, and fiduciary tax.

Carolyn is a graduate of the University of Alabama, Magna Cum Laude with a Bachelor of Science in Accounting and a Master of Tax Accounting. She began her career at Arthur Andersen’s Atlanta office and then went on to work for Deloitte in their Private Client Advisors Group before joining Hancock Askew in 2004. Carolyn is a member of both the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

An active member of the community, Carolyn is a member of the Wesley Monumental United Methodist Church, the Savannah Estate Planning Council, Armstrong Planned Giving Council and the Rotary Club of Savannah. She has also taken on the role of the Rotarians Play it Forward Treasurer. Carolyn was previously involved with the William Jay Society and 13th Colony, and has served on the Board of the Rape Crisis Center and was their Treasurer from 2006-2008.

Mike McCarthy

Michael is Managing Partner at Hancock Askew and has over 25 years of experience. He has coordinated audits for SEC registrants and privately held companies, including several Fortune 1,000 companies. His services include providing managed accounting and reporting for public equity and debt offerings, business combinations and dispositions; advising internal audit departments on plans and strategies to enhance corporate governance.

Before joining Hancock Askew, Michael spent 13 years with Ernst & Young and 2 years with Gulfstream Aerospace Corporation. He holds a Bachelor’s degree from Auburn University in Accounting and is licensed to practice accounting in Georgia, Florida and South Carolina. Michael is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Michael is also licensed to determine the value of a business and other projects that need valuation techniques, he is a member of the National Association of Certified Valuation Analysts.

Michael is passionate about his clients and focuses on helping them address issues and providing advice and consultations. He serves on the Board of the Union Mission of Savannah, Savannah Chamber of Commerce and St. Peter the Apostle Parish and School. He is also a member of the Savannah Executives Association, Savannah CFO Council, St. Patrick’s Day Parade Committee and Legatus.

Our sponsor for the January meeting is Hancock Askew & Co., LLP.Combining rare, long-term perspective with an intense focus on finding the best solution for you since 1910.

Attendance guidelines:

Senior Financial Executives (SFE's): Up to 2 per company per meeting. SFE’s are company management personnel who are responsible, directly or indirectly, for the financial management and financial well being of an organization. SFE’s may include but are not limited to: CFO’s, Controllers, Vice President-Finance, Treasurer, President, CEO, Business Owners. etc.

Resource Company Representatives (RC): Up to 1 per company per meeting. Resource companies are defined as companies that provide services and expertise that may be of value to SFE’s. Representatives of resource companies are people who are not involved in the financial management or decision making of the Company. Resource companies may include but are not limited to banks, insurance providers, lawyers, investment advisers, public accountants, colleges, staffing/recruiting, payroll providers, consultants, bookkeepers, etc.

If you are new to the CFO Council or have not attended a meeting in the last twelve months, we encourage you to attend the January meeting free of charge. The CFO Council is a great way to network with fellow finance professionals while enjoying a wonderful breakfast at the Savannah Golf Club. Annual dues are $200 for 2023 and can be paid on the Council's website at www.cfocouncil.com. A single meeting cost is $35.00 and can be paid on the website or at the door as well.

More Information

Thank you for your attention and response and we look forward to seeing you on Wednesday the 25th.

Geoff Kent

CFO Council of Savannah

cfocouncilsavannah@gmail.com

(912) 655-3907