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Gordon's Resume

Horace C. Gordon, IV, CPA/PFS

Gordon & Associates, P.A., CPAs

Gordon & Associates Financial Advisors, Inc.

Tampa, Florida

Horace Gordon is the sole shareholder of Gordon & Associates, P.A., CPAs, a local public accounting and consulting firm. He is also the sole shareholder and the registered principal of Gordon & Associates Financial Advisors, Inc. a fee-only personal financial planning and wealth management firm. Both firms are based in Tampa, Florida. Horace specializes in financial planning, small business consulting, and tax planning & compliance for businesses and individuals. After receiving his BS in Accounting from the University of Florida, Horace began his professional career with KPMG Peat Marwick in the tax department of the Tampa office. After several years with KPMG, Horace joined with several KPMG alumni in building a successful Clearwater-based local accounting firm.

In 1995, Horace formed Gordon & Associates, P.A., CPAs, which now specializes in business advisory services, and traditional tax & accounting services. In 1998, Horace formed Gordon & Associates Financial Advisors, Inc. to hold the financial planning and investment advisory services (collectively referred to as wealth management) practice. Gordon & Associates, P.A., CPAs is a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants (AICPA). Gordon & Associates Financial Advisors, Inc. is a Registered Investment Adviser – registered with the State of Florida Division of Securities.

Professionally, Horace is a member of the American Institute of Certified Public Accounts (AICPA - http://www.aicpa.org) and belongs to the Personal Financial Planning, Tax, and Information Technology section groups of AICPA. He is also a member of the Florida Institute of Certified Public Accountants (FICPA) for which he has served as a member of the statewide Personal Financial Planning Committee. Locally, Horace is a member of the Tampa Bay Estate Planning Council. Gordon & Associates, P.A., CPAs is a member firm of CPAConnect (http://www.cpaconnect.com), for which Horace presently serves as a board member on its Advisory Committee.

Horace maintains the PFS (Personal Financial Specialist) designation from the AICPA. This designation is available only to CPAs who pass an AICPA-administered comprehensive financial planning exam, meet certain financial planning experience requirements, and agree to meet ongoing financial planning continuing education requirements. It is the CPA’s credential of choice for financial planning. Horace held another major financial planning mark for 17 years, but chose to relinquish it due to what he perceives as conflicts of interest with the AICPA’s positions and superior professional standards.

Horace has been accepted as an expert witness in both Family Law and Unemployment Compensation courts. He has testified as an expert witness in a variety of cases. In the community, Horace has served as an officer, board member or committee member for a variety of organizations including The Tampa Downtown Corps, ex-officio Board Member of the Tampa Downtown Partnership, his church and the church’s parochial school finance committees, the American Heart Association, and Meals on Wheels of Tampa Bay. He is a member of the University of Florida Alumni Association and the Tampa Gator Club.

Most importantly, Horace is the husband of Dawn and the father of Rachel Marie Gordon and Horace C. Gordon, V (Quint).