Charles H. Knox

Charles H. Knox CPA

Managing Partner

Experience:

Mr. Knox has broad public accounting experience with a variety of small to mid-sized businesses with an emphasis on medical clients. He has extensive experience in planning, preparation and compliance for corporations and partnerships. He has been involved in many aspects of medical practices and ambulatory surgery centers, including practice accounting and tax management, developing physician compensation formulas and implementing cost allocation systems, oversight of practice management software, including assisting with EMR and patient file management.

His experience includes analysis and management of ancillary services, including a working knowledge of Stark regulations, supervision of human resource functions, including fiduciary duties for retirement plans, and oversight of Risk Management function. He has negotiated physician partner buy in and buyout contracts, including deferred compensation retirement planning, implementation of asset protection plans and coordination of asset protection structures. He has extensive experience in tax strategies for physicians, their practices and their long-term wealth accumulation goals.

Mr. Knox’s experience in the management and operation of ambulatory surgery centers includes revenue accounting and case supply cost management and direct responsibility for all income tax issues.

Education:

Bachelor of Business Administration from Stetson University, May of 1979

Professional Memberships:

  • Certified Public Accountant, Florida Certificate Number 9393
  • Member in Good Standing, American and Florida Institutes of Certified Public Accountants
  • Past President and Board Member of the Southwest Florida Chapter of the F.I.C.P.A.
  • Board of Directors, Bozzuto's, Inc. - Cheshire, CT, Wholesale Grocery Company
  • Board of Directors, Florida Doctors Insurance Company, Jacksonville, FL, Medical Malpractice Insurance Company

Community Involvement:

Mr Knox has been active in the local community through various organizations. Past and present positions held include:

  • Past Chairman - Bishop Verot Catholic High School - School Board
  • Past President - Lee County YMCA
  • Past Committee Chairman - United Way of Lee County
  • Past Board Member - Lee County Youth Basketball Association
  • Past Board Member - South Fort Myers Little League