Milton is from Rocky Mount, North Carolina and completed his B.S. in Accounting at East Carolina University in 1988. He has been a CPA since 1990 and is also a Certified Specialist in Estate Planning.
Working in public accounting since graduation, Milton has been associated with local, regional, and national accounting firms. He joined DMJ in August 1994 as tax supervisor, was promoted to tax manager in 1997, and became DMJ's Director of Tax Services in November 2004.
For more than twenty five years, he has focused on taxation issues, including tax research for both open and closed transactions, structuring complex tax transactions, estate and income tax planning, and representing clients before federal, state, and local tax authorities. His focus is on the tax needs of closely-held businesses and their owners, and extending to their estate planning, personal trusts, and investment entities. Much of his technical expertise is in partnership and S-corporation transactions, particularly involving ownership changes, and mergers and acquisitions.
Milton regularly writes and reviews articles for local, regional and national publications on tax matters and spends significant time monitoring current tax issues and legislation.
East Carolina University, Bachelor of Science in Accounting, 1988
President, Greensboro Estate Planning Council, 2018 - 2019
Board of Directors, Greensboro Estate Planning Council, 2012 - 2020
Chair of Tax Executive Committee, CPAmerica, 2007 - 2008
Tax Modernization Task Force, NCACPA in association with NC General Assembly, Since 2012
Chair, NCACPA Tax Committee, 2007 - 2009
Chair, NCACPA State Tax Subcommittee, 2004 - 2007
Member, North Carolina Association of Certified Public Accountants (NCACPA), Since August 1990
Member, American Institute of Certified Public Accountants, Since November 1990
Member, Greensboro Society of Financial Services Professionals, Since 2011
Graduate, Leadership North Carolina, 2007
CREDENTIALS & COMMUNITY:
Certified Public Accountant (CPA)
Board of Directors, Nat Greene Kiwanis Club, 2005 - 2007
Member, Nat Greene Kiwanis Club, Approximately 2002 onward
Business Provisions of the Tax Cuts and Jobs Act of 2017, Various, 2018
Individual Provisions of the Tax Cuts and Jobs Act of 2017, Various, 2018
The New Section 199A Deduction, Various, 2018
National Tax Issues - 199A Problems, Depreciation Issues, Partnership Audit Rules, & Accounting Method Changes, CPAmerica National Tax Conference, 2018
Advanced Applications of the Net Investment Income Tax, NCACPA Symposium, 2016
2016 Presidential Candidate Tax Proposals, Various, 2016
Tax Issues of Captive Insurance Arrangements, Various, 2015
US and NC Tax Update, Society of Financial Services Professionals, 2014
Rules for Ministerial Taxation, NC Society of Enrolled Agents, 2013
The New 2013 Net Investment Income Tax, Various including Carruthers & Roth, Greensboro Estate Planning Council, Piedmont Estate Planning Council, 2013