About Us
Introducing CEC Advisors
Our professional CPAs seek to offer a specialized approach to understanding, planning and reporting the economic obligations of our clients.
Since each family or business is unique, we offer planning that is tailored to the client’s specific objectives. Our resources and expertise provide us the foundation necessary to address the diverse needs and expectations of our clients.
It is our goal to develop long-term relationships with our clients by providing effective and efficient management of financial matters. On every engagement, we strive to maximize our client’s benefits while controlling related costs.
CEC Advisors is designed to provide a full range of services for our clients. At the same time, many of our clients have a variety of professionals assisting them with various aspects of their financial affairs. The professionals at CEC Advisors are able to integrate our services with a client’s existing advisors in order to create a more powerful financial team.
Promoting Diversity
CEC Advisors believes that diversity of thought and people creates a vibrant and inclusive work environment. We recruit, develop and retain highly talented individuals from different backgrounds who are committed to our core value of attaining personal achievement while working for the common good of our clients, community and firm. Through their diverse backgrounds, our attorneys and staff bring a depth of experience, integrity and excellence that is the foundation of our success.
Community Engagement
CEC Advisors is committed to being a dedicated and involved corporate citizen of the community. Our attorneys are members of professional and non-profit organizations, providing services for the benefit and enrichment of all. Through engagement in local events, pro bono work and outreach activities, professionals at Culp Elliott & Carpenter work for the common good of the community and its citizens.
Representative Clients
CEC Advisors represents a substantial number of high-net-worth individuals and families, entrepreneurs, closely-held and middle market businesses, family offices, private foundations, trusts and estates. The Firm honors the privacy and confidentiality of its clients.
Industries We Serve
- Commercial and Residential Real Estate Developers
- Passive Real Estate Investors
- Commercial Real Estate Brokers
- Construction Companies
- Wholesale Distributors
- Manufacturing Companies
- National Restaurant Franchisees
- Large Family Businesses
- Restaurant Entrepreneurs
- Multi-Level Marketing Entrepreneurs
- Family Offices
- Private Client Services for High-Net-Worth Individuals
- Private Foundations
- Motorsports Owners and Drivers
- Financial Services Companies
- Textile Companies
- Automobile Dealerships
- Health Care Data Processing
- Technology Companies
- Trucking Companies
- Medical Equipment Manufacturers
Client Testimonials
“The firm has provided estate planning and tax advice to my family and me for over 15 years. The transactions and planning techniques that they have recommended and implemented will allow me to pass on a greater share of our family’s wealth to our favorite charities, as well as children and grandchildren, while also protecting these assets from claims of creditors. The attorneys at CEC are professional, thorough, and most importantly have a knack for making the estate planning process understandable!”
Shelton Gorelick, Investor and Entrepreneur
“If I ever have a major issue before a court, particularly on the East Coast, that’s who I’m going to…Their expertise and skill convinced the Court that the taxpayer should prevail.”
Graham Pope, California CPA
“Certainly had the irrevocable trust created by Culp Elliott & Carpenter not been in existence at the time of the separation, then the legal position your client would have faced would have been absolutely devastating and would have required him to pay millions of dollars by way of equitable distribution…Planning his estate as you did, and drafting the trust in the fashion you did, were great pieces of legal work.”
Nelson M. Casstevens, Jr., Attorney at Law, Charlotte, North Carolina
“Culp Elliott & Carpenter does an excellent job structuring transactions for us on both the buy and sell sides to meet our business and tax goals.”
Richard K. Craig, President, A.B. Carter, Inc
“Culp Elliott & Carpenter’s creative advice and follow through have worked beautifully for my family over the years. Every tax and estate planning recommendation that you have given me and my family over the past twenty years has been true and “on the money.” I will continue to unequivocally recommend you to my top business associates throughout the country.”
Dexter R. Yager, Sr., MLM, Entrepreneur and Author
“These guys can jump in on sophisticated tax issues and they don’t have a learning curve. They’re my kind of people, not stuffy and overwhelmed with themselves as lawyers. They are just regular folks that give a high quality of legal advice.”
Bill Diehl, Attorney with James, McElroy & Diehl, Charlotte, North Carolin
“Culp Elliott & Carpenter has been instrumental in estate and tax planning for my family. Your expertise and focused effort have produced outstanding results for three generations of my family. I will continue to recommend you without reservation to friends and business associates.”
Henry E. Miller, Jr., Retired Executive
“I have been working with Culp Elliott & Carpenter for many years. Simply stated, they are the best tax and estate lawyers in town. I have dealt with them on numerous complicated deals that required cutting edge legal skills and I have always found them to be the best at what they do.”
Mel Graham, Real Estate Entrepreneur, Charlotte, North Carolina
“It is with pleasure that I write this note of appreciation for Culp Elliott & Carpenter’s assistance with my family trust. You have certainly guided us in a direction that will save our family substantial taxes in the years to come…Parkdale Mills is pleased to advise that your tax guidance has not only enabled us to save substantial monies, but also has allowed us to feel secure when the IRS examines our returns.”
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