Sam McCraw
TITLE
Associate Principal
HOMETOWN
Winston-Salem, NC
YEARS OF EXPERIENCE
10
EDUCATION
"Esse Quam Videri" - "To be rather than to seem"
Originally from Winston-Salem, NC, Sam received his bachelor’s degrees in accounting and finance from The University of North Carolina at Greensboro and his Master of Accounting from The University of North Carolina at Chapel Hill. He has been an active North Carolina CPA since 2016 and an active California CPA since 2023. Sam is also a Certified Private Wealth Advisor (CPWA®) credential holder.
Sam has worked for over a decade in tax and accounting roles serving businesses, high-net-worth individuals, trusts, estates, and exempt entities. Some of these roles include Tax Director and Chief Financial Officer of a family office, Tax Manager at a top 200 public accounting firm, and Tax Content Analyst on a software development team at Intuit.
Sam specializes in holistic tax compliance, planning, and advisory services for high-net-worth individuals and their related entities. He has deep knowledge in real estate, professional services, and the unique service needs of individuals with net worth exceeding 15 million dollars.
Sam served six years in the United States Air Force's Security Forces and performed law enforcement and force protection operations with the 4th Security Forces Squadron at Seymour Johnson Air Force Base in Goldsboro, NC. Sam also deployed to Bagram Air Base in Afghanistan in 2011, where he served in combat operations in support of Operation Enduring Freedom.
Sam enjoys backpacking, playing guitar, and keeping up with Tarheel sports. He is an active member of the United States Air Force Security Forces Association and an advocate for the physical, mental, and financial well-being of veterans. Sam has two Australian Shepherds (Ari & Sophie) and a Bengal cat (Finn).
Specialties
Estate Trusts Tax Services
Multi-State Filings
Military
Tax Planning
1031 Exchange
Business Tax
Rental Properties
Stock Compenstaion
Industries
About
Originally from Winston-Salem, NC, Sam received his bachelor’s degrees in accounting and finance from The University of North Carolina at Greensboro and his Master of Accounting from The University of North Carolina at Chapel Hill. He has been an active North Carolina CPA since 2016 and an active California CPA since 2023. Sam is also a Certified Private Wealth Advisor (CPWA®) credential holder.
Sam has worked for over a decade in tax and accounting roles serving businesses, high-net-worth individuals, trusts, estates, and exempt entities. Some of these roles include Tax Director and Chief Financial Officer of a family office, Tax Manager at a top 200 public accounting firm, and Tax Content Analyst on a software development team at Intuit.
Sam specializes in holistic tax compliance, planning, and advisory services for high-net-worth individuals and their related entities. He has deep knowledge in real estate, professional services, and the unique service needs of individuals with net worth exceeding 15 million dollars.
Sam served six years in the United States Air Force's Security Forces and performed law enforcement and force protection operations with the 4th Security Forces Squadron at Seymour Johnson Air Force Base in Goldsboro, NC. Sam also deployed to Bagram Air Base in Afghanistan in 2011, where he served in combat operations in support of Operation Enduring Freedom.
Sam enjoys backpacking, playing guitar, and keeping up with Tarheel sports. He is an active member of the United States Air Force Security Forces Association and an advocate for the physical, mental, and financial well-being of veterans. Sam has two Australian Shepherds (Ari & Sophie) and a Bengal cat (Finn).
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