Steven Wheeler
Partner at Carr, Riggs & Ingram, LLC
- Role
- Partner at Carr, Riggs & Ingram
- Location
- Bowling Green, KY, US
- LinkedIn followers
- 500 followers
About Steven Wheeler
Friendly, honest, hard working, intelligent, experienced, place client interest first.
Experience
Partner
Sep 2011 — Present
Perform business valuations for closely held business. Provide litigation support, forensic accounting services and expert witness testimony in cooperation with the legal community. Provides comprehensive personal financial planning for high net worth individuals.
Education
Western Kentucky University
Bachelor of Science, Accounting
1966 — 1970
College for Financial Planning
Certificate, Financial Planning
1986 — 1987
Skills
- Financial Planning
- Investments
- Cpa
- Financial Advisory
- Bankruptcy
- Forensic Accounting
- Tax
- Income Tax
- Financial Accounting
- Asset Management
- Corporate Tax
- Business Valuation
- Estate Planning
- Partnership Taxation
- Litigation Support
- Gaap
- Tax Preparation
- Expert Witness
- Strategic Financial Planning
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