Marci Spivey, CPA

Private Client Services Industry Leader

Partner, Cherry Bekaert Advisory LLC

Professional Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Georgia Society of Certified Public Accountants (GSCPA)

 

CPA License

  • GA-021429

Education

  • M.S. in Accountancy, Auburn University
  • B.S. in Accounting, Auburn University

 

Professional Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Georgia Society of Certified Public Accountants (GSCPA)

 

CPA License

  • GA-021429

Education

  • M.S. in Accountancy, Auburn University
  • B.S. in Accounting, Auburn University

 

Related Insights

Article

12/4/2024 7:28:00 PM

Learn how to optimize your 2024 tax planning with our checklist. Explore capital gains, charitable contributions, retirement savings and estate strategies.

Report

6/18/2024 5:16:47 PM

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Article

5/15/2024 8:18:36 AM

Discover how IRS Notice 2024-35 offers penalty relief for RMD failures and what this means for beneficiaries of retirement accounts in 2024.