Carter is President and shareholder at HeimLantz. He has 30 years of experience serving business, owners, and organizations. He focuses on innovative planning for businesses and their owners, as well as litigation support. He specializes in integrating various disciplines to serve clients. He applies expertise he has gained across income taxation, estate taxation, business valuations, as well as business and financial planning. In addition to ongoing business and financial planning, Carter crafts plans and solutions to address a wide range of needs including succession planning, estate tax planning, business growth, and the sale or purchase of businesses. Due to Carter’s unique approach and depth of experience he is also highly effective at facilitating strategic planning retreats, team advisory boards, and client advisory boards.
A native of Baltimore, Carter graduated from the University of Maryland at College Park with a Bachelor degree in Accounting in 1975. He graduated from the University of Baltimore with a Master of Science in Taxation degree in 1984. Carter started in public accounting with Faw, Casson & Company in 1975 and passed the CPA exam in 1977. He formed Hammond & Heim, Chartered, with Jimmy Hammond in 1984. In July of 1995, he launched Heim & Associates, the predecessor of HeimLantz. In 1997, Carter received the American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement in business valuations. In 2010 Carter received the Certified in Financial Forensics designation awarded by the American Institute of Certified Public Accountants.
An active leader in the accounting profession, Carter is a member and past president of the Maryland Association of Certified Public Accountants (MACPA) and served on the Board of Directors of the American Institute of Certified Public Accountants. Carter has taught many continuing education programs for the Maryland Association of CPAs and the American Institute of CPAs.
In the business community, Carter is a member of the Board of Directors of BankAnnapolis, a publicly-traded corporation, where he serves as chairman of its Audit Committee and on its Executive Loan Committee. He is also currently the vice-chairman for the Annapolis & Anne Arundel County Chamber of Commerce.
Equally active in the community, in 2011 Maryland Governor Martin O’Malley appointed Carter to the Board of Trustees of the Chesapeake Bay Trust and Anne Arundel County Executive John Leopold appointed Carter to the Board of Directors of the Anne Arundel Workforce Development Corporation. Recently, for four years on each board, Carter served as president of the Board of Directors of the Anne Arundel Community College Foundation and as Chairman of the Board of Trustees of St. Mary’s School, a K-12 school of more than 1,400 students. Carter is a regular speaker on tax and business matters to various local and national business and non-profit groups.
Carter and his family reside in the Annapolis area. He has two adult children. His daughter is married and a CPA in public accounting and his son is single and a fire protection engineer. When Carter isn’t working, he enjoys yoga, hiking, travel and photography.