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Experience |
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Multi-Million Dollar Business Houston, Texas |
1999 - 2007 |
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Director of Stakeholder Relations
Established the Family Office, bringing all aspects of financial planning for this family-owned multi-million dollar business under centralized management. |
- Developed and implemented Family Office objectives, prepared guidelines for trust distributions, managed cash flow, prepared trust financial statements, prepared tax returns for Family trusts and Family members
- Prepared communications to beneficiaries concerning their trusts
- Planned and hosted open house for family members, resulting in archival materials about the history of the company and its founders as a keepsake for Family members.
- Consolidated and managed all aspects of financial management for Family members, their trusts and business entities, including, but not limited to, estate, retirement, cash flow, health and property/casualty insurance, investment planning, business formation and major asset acquisitions.
- Produced thousands of dollars in cost savings annually to Company by consolidating and centralizing Family Office management.
- Supervised the preparation of Estate Tax Returns for the patriarch and matriarch of Company, resulting in yearly tax compliance
- Generated several million dollars of additional trust income for distribution to beneficiaries by utilizing an equitable distribution power pursuant to the Texas Uniform Principal and Income Act.
- Planned, organized and managed annual trust audits.
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Big 4 Accounting Firm, Houston, Texas |
1995 - 1999 |
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Senior Manager
Facilitated and administered tax preparation and financial planning for high net worth individuals and the entities they created. |
- Constructed plans instrumental in saving clients millions of dollars in transfer taxes by utilizing charitable remainder trusts and private family foundations, grantor retained annuity trusts, life insurance trusts and family limited partnerships.
- Served as key contributor to Southwest Region Personal Financial Planning team.
- Administered the Houston segment of Company’s National Exempt Organization Team, working with high profile tax exempt organizations including hospitals, educational institutions and the largest private foundations in Texas.
- Discovered and resolved a major flaw in a client’s financial plan resulting in favorable legal reformation of a charitable remainder trust, favorable issuance of a private letter ruling by the Department of Treasury and savings to the client of approximately $16 million in death transfer taxes.
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Boutique Public Accounting Firm, Houston, Texas |
1989 - 1995 |
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Partner
Founding Partner of a local boutique public accounting firm catering to all aspects of non-profit organizations and serving the philanthropists who form and support them. |
- Recruited former Big 8 Audit Partner to join the firm, resulting in advancing growth from a limited scope tax service firm to the premier full service CPA firm in Texas specializing in tax-exempt organizations.
- Managed firm resources, personnel, clients and assets. Information Technology manager for the firm.
- Shaped the hands-on approach of the firm to working with clients in entity formation, tax return preparation, provision of technical guidance and representation before the Internal Revenue Service.
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Big 10 Accounting Firm, Houston, Texas |
1977 - 1989 |
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Senior Manager
Managed tax return preparation and financial planning for high net worth individuals and related entities. Key member of Personal Financial Planning, Retirement Plan and Exempt Organization national teams. |
- Developed and taught national training courses in various topics related to exempt organizations and retirement plans.
- Instituted a sophisticated software program for tracking retirement plan contributions for a multi-national corporate client.
- Managed staff productivity for entire tax department consisting of approximately 70 professionals.
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· Master of Science in Accountancy (Taxation), University of Houston, Texas
· Bachelor of Business Administration, Accounting, University of Houston, Texas
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Professional Organizations |
· AICPA (American Institute of Certified Public Accountants
· TSCPA (Texas Society of CPA’s)
· Houston CPA Chapter (Tax Expo Committee)
· Financial Planning Association
· Planned Giving Council of Houston (Board Secretary, Membership Conference Committees)
· National Committee on Planned Giving
· Former Member - University of Houston System Planned Giving Advisory Council
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