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.
- 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
- Credit Cards Accepted
-
Rates, Retainers and Additional Information
Initial consultation fee waived if retained.
- Georgia
- State Bar of Georgia
- ID Number: 835152
- Massachusetts
- Massachusetts Board of Bar Overseers
- ID Number: 651581
- New York
- New York State Office of Court Administration
- ID Number: 4025839
- Virginia
- Virginia State Bar
- ID Number: 97858
- United States Tax Court
- English: Spoken, Written
- 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
- -
- 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
- -
- 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.
- U.S. Army Command and General Staff College
- Military Art and Science
- -
- Albany Law School
- J.D. (2001) | Business Law
- Northeastern University
- B.S. (1993) | Dual Major: Accounting & Finance
- 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
- American Bar Association
- Member, Tax Section
- Current
- Virginia Bar
- Trusts and Estates Section Board of Governors
- Current
- Hampton Roads Estate Planning Council
- Member
- Current
- Virginia Society Of CPAs
- Board Member, Tidewater Chapter
- - Current
- Georgia State Bar Association
- Member
- - Current
- 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
- 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
- Certified Public Accountant
- Massachusetts
- Certified Public Accountant
- Virginia
- Certified Tax Representation Consultant
- Tax Rep Network