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Our Team

Our Team

Carl W. Vann, CPA, Partner

Carl@vwmcpa.com 770-351-1202

Background and Experience

Carl is a partner with over 40 years of experience. He began his career in public accounting at Pannell Kerr Foster in 1974. Carl has an in-depth knowledge of accounting and auditing procedures and financial reporting requirements. Carl has extensive experience in many industries including real estate development, service organizations, hospitality industry, construction, not for profit, wholesale supply operations and retirement plans. Carl specializes in providing accounting and tax services to medium size businesses.

Education

B.B.A. in Accounting, University of Georgia

Organization Involvement

American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Peer Review Committee of GSCPA, 2 terms
Gender Issues Committee of GSCPA, 2 terms
Board of Trinity Community Ministries, prior Board Member and Treasurer

Hobbies

Carl enjoys spending time with his family, golfing and UGA football.

Michael L. Whipple, CPA, Partner

Mike@vwmcpa.com 770-351-1204

Background and Experience

Mike started his career in public accounting at the Atlanta office of Pannell Kerr Foster in 1980. In 1981, he joined the office of Peat, Marwick, Mitchell where he became a Tax Manager in 1983. Mike specializes in providing accounting and tax services to small to medium size businesses. He has extensive tax and accounting experience in the areas of construction, hospitality industry, real estate and service industries and retirement plans.

Education

B.B.A. in Accounting, University of Toledo
Masters of Taxation, Georgia State University

Organization Involvement

American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants

Hobbies

Mike enjoys snow skiing and golfing. He has traveled the globe in search of the best golf course and is a member of St. Andrews Golf Club in Scotland.

Allison B. Milligan, CPA, Partner

Allison@vwmcpa.com 770-351-1206

Background and Experience

Allison Milligan is an experienced CPA and founding partner of Vann Whipple Milligan, P.C. Prior to the firm’s inception in 2014, Allison worked with long-time partners and friends, Carl Vann and Mike Whipple, at Holland Shipes Vann, P.C. Her 20 plus years of public accounting experience includes tax and accounting in many different industries including the areas of construction, real estate, technology, hospitality and professional services. She also has extensive experience in estate and trust tax work and manages many employee benefit plan and not for profit audits and tax returns.

Based on a deep understanding of her clients’ chief financial concerns, Allison employs a uniquely tailored approach to help clients minimize liability, maximize cash flow and achieve their long-term goals. She brings to the table an in-depth knowledge of business planning, financial structuring and revenue growth, and enjoys serving as a trusted business advisor to many small and medium sized business owners.

Education

B.B.A. in Accounting, Georgia State University

Organization Involvement

American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Cobb Chamber of Commerce
East Cobb Business Association, current Treasurer
East Cobb Associates Referral Network, current Treasurer
The Rotary Club of East Cobb

Hobbies

Allison enjoys spending time with her husband and two high school daughters who attend Mt. Bethel Christian Academy in East Cobb. She has fun watching the girls compete in numerous volleyball tournaments, swim meets and clay target meets year-round. Allison and her family are also actively involved in St. Peter St. Paul Episcopal Church, and enjoy camping and sailing together whenever possible.

Donald S. Toth, CPA, Partner

Don@vwmcpa.com 770-351-1233

Background and Experience

Don joined Vann Whipple Milligan, P.C. in October 2014 upon the firm’s formation. He is a tax partner with more than 35 years of experience in public accounting. Don’s expertise covers a broad range of complex tax compliance and strategic short and long term income, estate and wealth transfer planning for high income and high net worth individuals. He also has extensive experience in real estate and trust work and has acted as executor and trustee on behalf of numerous trusted clients.

Education

B.B.A. in Accounting (magna cum laude), University of Georgia
Masters in Accounting, University of Georgia

Organization Involvement

American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants

Hobbies

Although a native of Connecticut, Don has called Atlanta home since 1978. He enjoys traveling and hosting social events while away from the office.

Kat Grier, CPA, Partner

kat@vwmcpa.com 770-351-1234

Background and Experience

Kat began her career at a nationally recognized, Atlanta public accounting firm in 2006. Over the past decade, she has worked with US-based and international clients across a wide range of industries, building a portfolio of high net worth clients and their related businesses. Kat utilizes her expertise in accounting and financial planning to guide her clients through their overall financial decisions including: entity selection and business structure; integration of business and individual-level taxes; selection of deferred tax vehicles for retirement planning and goals; education funding for family and children; estate and wealth transfer planning.

Kat’s proactive and strategic approach also involves leveraging her long-term, Atlanta-based professional network to connect clients with the financial, educational and social resources essential to their individual goals. Her ultimate objective reaches beyond accounting services and tax compliance. She aspires to build lasting relationships with her clients, playing an active role in helping them develop successful, fulfilling careers and lives.

Education

B.B.A. in Accounting (magna cum laude), Georgia State University
Masters of Taxation, Georgia State University
Masters of Financial Planning, Georgia State University

Organization Involvement

American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
East Atlanta Community Association

Hobbies

Kat is a Georgia native currently residing in Atlanta. When she is away from the office she enjoys live music, urban homesteading and traveling.

Margaret A. Hilliard, CPA, Senior Manager

Maggie@vwmcpa.com 770-351-1215

Maggie began her career in public accounting when she joined Holland Shipes Vann, P.C. in 2006. She joined Vann Whipple Milligan, P.C. upon its formation in 2014. As a manager at VWM, Maggie enjoys providing audit, review, and tax preparation services for privately-held businesses in industries including construction, distribution and non-profit organizations. She also is experienced in employee benefit plan audit services and health and welfare plan filings. She is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants. Maggie is a 2006 graduate of Valdosta State University with a Bachelor of Business Administration degree in Accounting and Finance. She is a Georgia native and currently resides in Woodstock where she was raised. When not at VWM, she enjoys volunteering with the Junior Service League of Woodstock, traveling with her husband and spending time with family and friends.

Lisa R. Tweedy, CPA, Senior Accountant

Lisa@vwmcpa.com 770-351-1209

Lisa graduated from Georgia College & State University in 2010 with a Bachelor of Business Administration degree in accounting as well as a Master of Accountancy degree. She began work in public accounting that same year and has since gained valuable tax and audit experience under VWM leadership. Lisa is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants and the Cobb Chamber Cobb Young Professional group. She enjoys spending time with her husband and son and taking part in community and church activities.

Daniel P. Smith, CPA, Senior Accountant

Daniel@vwmcpa.com 770-351-1217

Daniel began his career in public accounting at the end of 2011 when he joined Holland Shipes Vann, P.C. In November of 2014 Daniel joined Vann Whipple Milligan, P.C. Daniel has gained valuable experience in business and individual tax preparation services, as well as audit, review, and compilation services for privately-held businesses, non-profit organizations, and employee benefit plans. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Daniel graduated from Georgia College & State University with a Bachelor of Science in Mathematics in 2010 and a Master of Accountancy in 2011. Daniel is a native of Georgia and currently lives in John’s Creek, where he was raised. He is an active member at Mount Pisgah United Methodist Church and loves watching Packers football and spending time with his fiancé, family, and friends.

Tasha Maki, EA, Senior Accountant

Tasha@vwmcpa.com 770-351-1231

Tasha joined Vann Whipple Milligan, P.C as senior accountant in October 2016. Tasha’s ten years of public accounting experience includes tax return preparation and review, audit, payroll taxes and bookkeeping services. She has worked with small businesses, individuals, trusts and estates as well as not-for-profit organizations. Tasha is a member of the Georgia Society of Certified Public Accountants. She holds a Bachelor of Science and Business Administrative degree in Accounting from Devry University. She is a Georgia native and currently resides in Alpharetta. In her spare time, Tasha enjoys spending time with her husband and daughter, cooking, and being with family and friends.

Stuart M. Wallace, Staff Accountant

stuart@vwmcpa.com 770-351-1238

Stuart joined Vann Whipple Milligan, P.C. as a staff accountant in September of 2017 after earning his Bachelor of Business Administration in Accounting from Kennesaw State University in July of the same year. Before joining VWM, Stuart managed finances for a small, faith-based nonprofit organization. He is an Atlanta native and lives in the North Druid Hills neighborhood. In his free time, he enjoys trail running and working out at the gym. Stuart is also an active member of Passion City Church in Atlanta and an avid fan of all of Atlanta’s professional sports teams, especially the Braves and Falcons.

Regina Brooks, Administrative Assistant

Regina@vwmcpa.com 770-351-1222

Regina has worked as administrative assistant for partners Carl Vann and Mike Whipple for over 30 years. She performs tax return processing, appointment scheduling and client billing services. As office manager, she is also in charge of supply ordering for the firm. Her experience and loyalty to the firm is just one example of the close-knit, team atmosphere you can find at VWM. Regina is an Atlanta native who loves traveling, reading and working in her garden when she’s away from the office.

Angela Wood, Administrative Assistant

Angela@vwmcpa.com 770-351-1237

Angela has worked at VWM since the firm’s creation in 2014. With 28 years of administrative experience, she assists partners Don Toth and Allison Milligan with tax return processing, client billing, file management and more. In addition, Angela is in charge of IT solutions for the firm. In her spare time, Angela enjoys reading, gardening and spending time with her family.

Chamblyn Dudley, Marketing & Administrative Assistant

Chamblyn@vwmcpa.com 770-351-1220

Chamblyn first came to work for partners Carl Vann, Mike Whipple and Allison Milligan at Holland Shipes Vann in 2013. While working for the firm, she also studied communications and professional writing at Kennesaw State University, graduating magna cum laude and earning a bachelor’s degree in 2016. At VWM, Chamblyn focuses her efforts on strategic marketing and communications, customer relationship management, social media and digital marketing. A proud resident of Atlanta’s Old Fourth Ward neighborhood, her hobbies outside the office include exploring the beltline and attending outdoor concerts.