Craig A. Max IV JD/CPA

Craig Max focuses his practice on tax issues affecting entrepreneurial business owners, wealth preservation, and philanthropy.  Prior to joining the firm, he worked in private, government, and public accounting practice in Illinois, Indiana, and Tennessee, including as a principal in a public accounting firm.  Additionally, Craig holds an appointment as an Assistant Professor with the University of Maryland, where he teaches upper-level accounting, tax, and business law courses.

Craig holds several professional certifications including Certified Public Accountant (CPA) and Chartered Trust and Estate Planner (CTEP™), and he has been designated as a Fellow of the American Academy of Financial Management (FAAFM).

He is a member of numerous legal, accounting, and industry professional associations.  Craig’s writings have appeared in various publications including the Indiana Business Lawyer, Aviation Insurance & Risk Management, and the Vanderbilt Journal of Transnational Law.  He has presented unique strategies and solutions to state and local governments, trade associations, and Fortune 100 executives.

Craig graduated with a Bachelor of Science degree in Accounting and French from Butler University in Indianapolis, Indiana and received a Diplôme de Français from the Université de Bourgogne in Dijon, France.  He received his Doctorate of Jurisprudence as well as a Graduate Certificate in Law & Business from Vanderbilt University Law School in Nashville, Tennessee.

Craig has been nominated for the Indiana CPA Society’s Top Five Under 35 Award several times. While at Vanderbilt, he received Scholastic Excellence awards in Corporate Taxation and Representing the Family Business and the Vanderbilt Journal of Transnational Law Outstanding Editor Award.

Bar Admissions:

• Virginia
  District of Columbia (pending)
  Maryland (pending)
  U.S. Tax Court
  U.S. Court of Appeals for the Fourth Circuit
  U.S. Court of Appeals for the Federal Circuit

Certified Public Accountant:

• Indiana
• Tennessee
• District of Columbia

Direct Line:  202.454.6707
Direct Fax:   202.318.4447
E-Mail Address:  cmax@kozlaw.com

For a list of Craig's publications and speeches, click here

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