Shawn W. Hardister, regularly assists closely-held companies and their owners realize financial success. Shawn is a tax and financial planning partner who specializes in professional services firms, particularly law firms and physician practices.

Shawn has over twenty-five years of experience as a CPA, and over ten years as a CFP®. Shawn’s industry experience also includes ten years of physician practice management in the role of CFO for subsidiaries of two public companies (Coastal Healthcare Group and Tenet Healthcare).

Services Shawn provides his clients include:

  • Advice on business and tax aspects of operating and shareholder agreements
  • Assistance developing compensation models
  • Consulting on tax and financial aspects of admission of new and buy-outs of exiting owners
  • Succession planning
  • Tax planning, coordinating strategies of the practice with those of the owners
  • Tax return preparation
  • Financial planning for physicians, attorneys and other high-income and high net worth individuals
  • Assistance with controversies involving the IRS and state income tax authorities

Education

  • University of North Carolina at Chapel Hill (B.S., Business Administration, Accounting, 1987, with Honors)

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Georgia Society of Certified Public Accountants (GSCPA)
  • North Fulton Medical Group Managers Association (NFMGMA)
  • Atlanta Association of Legal Administrators (AALA)

Leadership Experience

  • Atlanta Track Club (6 years): Chair of Board (present), Director, Executive Committee and past-Treasurer
  • NDSC Foundation (2 years): Trustee, Treasurer (present)
  • National Down Syndrome Congress (2009-2016): Director, Executive Committee, and Treasurer
  • North Fulton MGMA: Director (2016)

 

 

 

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Shawn W. Hardister
Partner
Shawn W. HardisterPartner

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