Overview
Carey is a CPA and trusted advisor with over 17 years of experience providing accounting, assurance, tax, and consulting services to real estate industry owners, operators, family offices, developers and syndicators. He has a proven track record of helping clients build and retain capital by leveraging tax- and cost-saving strategies and employing tax credits and incentives.
Carey also consults with high net worth individuals, large family groups, and owners of closely-held businesses on all aspects of tax planning, estate planning, and retirement planning.
Carey became the Managing Principal of the Real Estate Industry in January 2021. He is a regular contributor to the Real Estate Industry Insights blog (https://blogs.claconnect.com/realestate/)
Education
Bachelors of Science in Accounting and Marketing, University of Arizona
CPA in the State of California
In the community
Associations:
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Urban Land Institute
- AHMA-PSW
- Secretary / Treasurer (2019 - 2022)
- Director of Associates (2018 - 2019)
- Director of Los Angeles Seminar (2015 - 2018)
Presentations:
- AICPA & CIMA Construction & Real Estate Conference: COVID-19 Audit Implications (Dec. 2021)
- Urban Land Institute's Opportunity Zone Panel (June 2019)
- AHMA-PSW's 42nd Annual Conference & Expo, Tax Reform (May 2019)
- AHMA-PSW's 41st Annual Seminar & Trade Show, Budgeting and Forecasting (May 2018)
- AHMA-PSW's 37th Annual Seminar & Trade Show, Fraud in the Workplace (May 2014)
Other Involvement:
- IMN’s Winter Forum on Real Estate Opportunity & Private Fund: What Does the Future Look Like for Post-Pandemic Properties, Moderator (Jan. 2022)
- Bisnow's Multifamily Annual Conference West: Attracting and Retaining Multifamily Residents, Moderator (Nov. 2021)
- Bisnow's Los Angeles State of the Market: Future of Development in Los Angeles, Moderator (Oct. 2021)
- Bisnow's Multifamily Annual Conference: Development Dynamics: SoCal Leaders Shaping the Region's Multifamily Market, Moderator (July 2019)
- Bisnow's Los Angeles State of the Market: State of Los Angeles Supply, Moderator (May 2019)
- Bisnow's Greater Los Angeles Multifamily: Finance, Investment & Affordable Acquisitions, Moderator (February 2019)