John D. Kersh, Jr.

Dan Kersh practices primarily in the areas of estate planning, federal income, estate and gift taxation, mergers & acquisitions and closely held business law.  He was an adjunct professor in the Accounting Department of Belmont Abbey College from 1981-1986 and an instructor for the North Carolina Association of CPAs from 1981-1996.  He has been involved in numerous civic and community organizations including serving on the Boards of the Gaston County YMCA (past treasurer), Gaston Chapter of the American Red Cross, and Crisis Assistance Ministries.  He is a lifelong and active member of First United Methodist Church of Gastonia and served on the Finance Committee (current and past chair) and Administrative Board (past chair).

Admissions

North Carolina - 1978
U.S. Tax Court - 1981
U.S. Court of Appeals, Fourth Circuit - 1982

Education

L.L.M. Taxation, Emory University School of Law; J.D., Wake Forest University School of Law; B.A. Business Administration, UNC-Charlotte

Professional Affiliations

Gaston County Bar Association; North Carolina Bar Association; Member Tax Section & Estate Planing & Probate Section of North Carolina Bar Association; Board Certified Specialist in Estate Planning & Probate Law by the North Carolina State Board of Legal Specialization

Publications

Tax Planning for Professional Corporations, North Carolina Association of CPAs, (Co-Author), 1984
Fundamentals of Estate Planning, NCACPA, Catawba Valley Chapter, 1984
Professional & Service Corporations, AICPA CPE Course Book, 1986 (Technical Reviewer)
Estate Planning Workshop, NCACPA, Catawba Valley Chapter, 1986
Estate Planning - Basics and Beyond, NCACPA, Catawba Valley Chapter, 1992
Estate Taxation - Planning and Compliance, NCACPA, Catawba Valley Chapter, 1993
Basics of Generation Skipping Transfer Tax, Charlotte Certified Financial Planners, 1993