Gilbert L. Carey

Gilbert L. Carey

Tax Attorney
  • Tax Law, Business Law, Estate Planning
  • Georgia, Massachusetts, New York, Virginia
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Biography

Gilbert Carey is an attorney and certified public accountant with the McDowell Law Group. He practices in the areas of Taxation, Tax Resolution and Controversy and Estate Planning, solving tax, business, and legal challenges for individuals, privately held businesses and their owners. He has an Avvo rating of 10 (Superb) and has been recognized as a Top Lawyer of Coastal Virginia by Coastal Virginia Magazine.

Mr. Carey regularly advises clients on tax matters and represents clients in tax disputes with the IRS, state tax agencies and in U.S. Tax Court. He provides income tax planning and compliance advice to individuals, trusts, estates and business owners. He also works with business owners to develop business succession strategies as part of a comprehensive estate and wealth preservation plan.

Mr. Carey is a graduate of Northeastern University and Albany Law School. He is licensed to practice in Virginia, Georgia, Massachusetts, and New York, before the U.S. Tax Court and the U. S. District Courts for the Eastern and Western Districts of Virginia.

Mr. Carey practiced law with prominent law firms in New York and Atlanta where he worked on estate planning and estate administration, tax litigation matters, and represented taxpayers in tax disputes with the IRS.

Prior to this, he served as general counsel to private manufacturing companies and was a tax consultant at PricewaterhouseCoopers in Boston where he advised privately held businesses on a wide array of tax matters. Immediately following law school, Mr. Carey was a personal law clerk to Hon. Lawrence E. Kahn, U.S. District Judge for the Northern District of New York.

In addition to his professional practice, Mr. Carey teaches and lectures on accounting, business, tax, and estate planning. He served as an Adjunct Professor of Law at Albany Law School in Albany, NY and at the U.S. Army Judge Advocate General’s Legal Center and School in Charlottesville, VA.

Practice Areas
Tax Law
Business Taxes, Estate Tax Planning, Income Taxes, Tax Appeals, Tax Audits, Tax Planning
Business Law
Business Contracts, Business Formation, Partnership & Shareholder Disputes
Estate Planning
Guardianship & Conservatorship Estate Administration, Trusts, Wills
Fees
  • Credit Cards Accepted
  • Rates, Retainers and Additional Information
    Initial consultation fee waived if retained.
Jurisdictions Admitted to Practice
Georgia
State Bar of Georgia
ID Number: 835152
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Massachusetts
Massachusetts Board of Bar Overseers
ID Number: 651581
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New York
New York State Office of Court Administration
ID Number: 4025839
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Virginia
Virginia State Bar
ID Number: 97858
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United States Tax Court
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Languages
  • English: Spoken, Written
Professional Experience
Counsel
McDowell Law Group, PLLC
- Current
Member
Fusco & Carey, PLLC
- Current
Fusco & Carey, PLLC is focused on providing quality legal representation to individuals, families and businesses. Provide counsel in matters of Taxation, Business Law and Estate Planning, solving business and legal challenges for privately held businesses and their owners. We advise clients on tax matters, including business, trust, estate and personal income taxation; and represent clients in civil tax disputes with state and federal tax agencies and in the U.S. Tax Court.
Adjunct Professor of Law
Judge Advocate General's Legal Center and School
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Adjunct Professor of Law, Administrative Law Department, September 2014 – August 2017 Courses Taught: Federal Individual Income Tax, Estate Planning, Trusts, Rules of Engagement and select Administrative Law topics.
Adjunct Professor of Law
Albany Law School
-
Developed course curriculum and taught Accounting for Lawyers. Topics include accounting principles, financial statement analysis, financial statement fraud, business failures and audit failures, and accounting issues in the law.
Tax Consultant
PriceWaterhouseCoopers
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Provided tax consulting services to high-net-worth individuals, business owners and privately held companies.
Law Clerk
U.S. District Court, Northern District of New York
-
Personal Law Clerk for judicial term for Hon. Lawrence E. Kahn, District Court Judge.
Education
U.S. Army Command and General Staff College
Military Art and Science
-
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Albany Law School
J.D. (2001) | Business Law
Albany Law School Logo
Northeastern University
B.S. (1993) | Dual Major: Accounting & Finance
Northeastern University Logo
Awards
Coastal Virginia Top Lawyers 2024 - Tax Law
Coastal Virginia Magazine
Coastal Virginia Top Lawyers 2023 - Tax Law
Coastal Virginia
Bronze Star
United States Army
Bronze Star Medal for service in Iraq
Global War on Terrorism Service Medal
United States Army
Meritorious Unit Commendation (Unit Award)
United States Army
Iraqi Campaign Medal (Two Campaign Stars)
United States Army
Professional Associations
American Bar Association
Member, Tax Section
Current
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Virginia Bar
Trusts and Estates Section Board of Governors
Current
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Hampton Roads Estate Planning Council
Member
Current
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Virginia Society Of CPAs
Board Member, Tidewater Chapter
- Current
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Georgia State Bar Association
Member
- Current
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American Institute of Certitified Public Accountants
Member, Tax Section
- Current
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Virginia State Bar
Board of Governors, Trusts and Estates Section
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Publications
Articles & Publications
Accounting for Lawyers: Understanding Financial Statements
Virginia Law Foundation, Virginia CLE
Charitable and Tax Planning with Charitable Lead Trusts
Tax Effective Charitable Giving: Charitable Gifting with Retirement Accounts
Tax Issues for the Elderly and Disabled, chapter contributor: Tax Issues for the Elderly and Disabled
Business Law Updates: Use of Force Majeure Clauses During the Pandemic
Georgia Society of Certified Public Accountants
Speaking Engagements
Accounting for Lawyers: Understanding Financial Statements, Virginia Law Foundation, Virginia Beach, VA
Virginia Law Foundation
A six-hour continuing education course composed of three two-hour sessions, Part I, Introduction to the Financial Statements; Part II, Financial Statement Analysis; Part III, Financial Statement Manipulation.
Business Law Update, Georgia Society of CPAs Southeastern Accounting Show, Virtual
Georgia Society of CPAs
VITA Individual Tax Law, American Bar Association, Robins Air Force Base
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty hour short course covering all aspects of federal individual income tax law.
Budgeting and Accounting, Albany, NY
BOMI International
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty-hour short course covering all aspects of federal individual income tax law.
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty-hour short course covering all aspects of federal individual income tax law.
Circular 230 Update, Annual Conference on State Taxation, Albany NY
The Business Council of New York State
Annual Conference on State Taxation, Annual Conference on State Taxation, Albany, NY
The Business Council of New York State
Tax Aspects of Real Property Transactions, New York State Bar Association, Latham, NY
Certifications
Certified Public Accountant
Massachusetts
Certified Public Accountant
Virginia
Certified Tax Representation Consultant
Tax Rep Network
Websites & Blogs
Website
McDowell Law Group
Website
Gilbert L. Carey, Jr., JD, CPA
Contact & Map
McDowell Law Group, PLLC
4445 Corporation Lane, Suite 200
Virginia Beach, VA 23462
Telephone: (757) 863-4890
Fax: (757) 901-1040
Monday: 9 AM - 6 PM
Tuesday: 9 AM - 6 PM
Wednesday: 9 AM - 6 PM
Thursday: 9 AM - 6 PM (Today)
Friday: 9 AM - 6 PM
Saturday: Closed
Sunday: Closed
8 Juniper Trail
Southern Shores, NC 27949
Telephone: (252) 390-4690
Monday: 9 AM - 5:30 PM
Tuesday: 9 AM - 5:30 PM
Wednesday: 9 AM - 5:30 PM
Thursday: 9 AM - 5:30 PM (Today)
Friday: 9 AM - 5:30 PM
Saturday: Closed
Sunday: Closed