Carter McAllister, CPA

Carter McAllister is in the Wealth Management and Tax division focusing in tax efficient asset allocation, taxation, and individual and business services. Carter joined Nowlen, Holt & Miner P.A. in 2014. Carter is responsible for the preparation of individual and business tax returns for clients of all sizes. Carter specializes in the preparation of complex international tax returns, and advises international tax clients on relative tax laws and reporting requirements.

Carter’s experience includes planning for individuals’ needs regarding estate, investment, tax and retirement. Occasionally he represents clients before the IRS regarding late filings, back taxes, and client account resolutions.

Carter is also an Investment Advisor Representative for our affiliated Registered Investment Advisory firm, Global Trust. As an Investment Advisor Representative, Carter focuses on client relations, portfolio management, asset allocations, and market research. Carter joined Global Trust in 2014.

Professional MembershipsAmerican Institute of Certified Public Accountants

Florida Institute of Certified Public AccountantsWest Palm Beach Chamber of Commerce

Economic Forum of West Palm Beach

Industries Served

Florida State University, Bachelor of Science in AccountingFlorida Atlantic University, Masters of Taxation Certified Public Accountant, American Institute of Certified Public AccountantsSeries 65 Securities Licensure, FINRA

Education

Providing our clients the highest quality of independent and personalized service to support their goals.

Areas of Expertise• Tax Services• IRS Representation• Foreign Transaction Reporting• Financial Reporting• Business Advisory • Consulting Services• Wealth Management• Portfolio Investments• Retirement Planning• Estate Planning• Real Estate• Private Foundations • Investment Management

• Closely-held Business• Residential Rentals• Individuals• High Net Worth

Individuals

• Entrepreneurs• Law Firms• Marketing Companies• Foreign Entities• Manufacturers