Client focused, detail oriented, experienced professional with a creative approach to problem solving, tax, and financial planning to help closely held businesses, their owners, and high net worth individuals realize their full potential. Effective communicator who can explain complex issues in easily understood terms. Trusted advisor, bringing a different perspective to business. Specialties Specialties: business formation, entity selection, mergers & acquisitions, retirement planning, estate & wealth transfer planning, IRS controversy, litigation support, separate property tracing, income & estate taxes, QuickBooks consulting. Industry expertise: professional service firms (engineers, architects, attorneys), physician practices, real estate. Professional designations & licenses: TX CPA; NASD Series 7; TX Series 63; TX Group I General Lines - Life, Accident, Health, & HMOread more ...read less ...
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