Shareholders
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B.B.A. degree in Accounting from the University of Houston. |
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Six years of experience with the Internal Revenue Service as an Examining Agent and Supervisor. |
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Specializes in estates, trusts, business and tax consulting. Has over 35 years of experience in estate and trust taxation, as well as tax planning and preparation for closely held corporations and business owners. |
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Director of the Houston Chapter of the Texas Society of CPAs. Member of the Houston Chapter of the Texas Society of CPAs Strategic Planning, Public Relations, and Nominating committees. Former Vice President of the Houston Chapter of the Texas Society of CPAs and former member of several of its committees. Former chairman of the Audit Committee of the Houston Chapter of the Texas Society of CPAs. |
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Member of the Houston Business and Estate Planning Council, and the Houston Estate and Financial Forum. |
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Former committee member of the Texas Society of CPAs Relations with the AICPA Committee and the Texas Society of CPAs Appointments Advisory Committee. Former chairman of the Texas Society of CPAs Management of Accounting Practice Survey Committee. |
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Designated as an Honorary Life Member of the Houston Chapter of Texas Society of CPAs in 2006. |
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B.B.A. Degree in Accounting from Sam Houston State University (Summa Cum Laude). |
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Member of American Institute of CPAs, Texas Society of CPAs, Houston Chapter of CPAs, Houston Business and Estate Planning Council (a past President), Houston Estate and Financial Forum, and the Planned Giving Council of Houston. |
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Has over 30 years of experience in estate, trust and individual tax planning and compliance. |
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B.A. Degree in Mathematics (with honors) from The University of Texas at Austin. J.D. Degree (with honors) from the University of Houston Law Center. |
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AICPA Personal Financial Specialist, CFP Board Certified Financial Planner, Registered Investment Adviser with the Texas Securities Board. |
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Author of Stock Options: Estate, Tax, and Financial Planning, published by CCH, Inc. |
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Member of Personal Financial Planning and Tax Sections of AICPA; AICPA Trust, Estate and Gift Tax Committee; Houston Business and Estate Planning Council; Phi Beta Kappa. |
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Over 25 years of tax and personal financial planning, including numerous speaking and writing engagements. Areas of specialty include planning with employee stock options, estates and trusts, and partnerships. |
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B.B.A. Degree in Accounting from Texas Tech University.. |
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J.D. Degree in Law from the University of Houston. |
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Board Certified in Tax Law, Texas Board of Legal Specialization. |
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Member of American, Texas and Houston Bar Associations; the American Institute of CPAs; the Texas and Houston Societies of CPAs. |
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B.B.A. Degree in Accounting from the University of Nebraska. |
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M.P.A Degree in Accounting from The University of Texas. |
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Served as audit senior with Arthur Young & Company. |
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Presently serving on the Texas Society of CPAs Peer Review Committee, which oversees the administration of the review of all Texas CPA firms’ auditing practices. |
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Has over 28 years of experience in audits of large, medium, and small businesses in areas including banking, wholesale/retail, marine, professional services, construction, brokers/dealers in securities and numerous others. |
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B.S.B.A. Degree in Accounting from Auburn University. |
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Member of the Texas Society of CPAs, AICPA and Houston Chapter of Texas Society of CPAs. |
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Areas of specialization consist of audits of employee benefit plans, nonprofit organizations, and mid-size for-profit companies in various industries; accounting and consulting including business acquisition due diligence. |
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Member of Lone Star Council of American Society of Pension Actuaries, The Entrepreneurship Institute, Inc., Women's Finance Exchange, BKR Governmental Accounting and Auditing Committee, Greater Houston Partnership Professional Services Committee, Pecan Grove Baptist Church Finance Committee and Association for Accounting Marketing. |
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B.S. Degree in Accounting from Ball State University. |
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Certified Valuation Analyst (CVA) since 1997 through the National Association of Certified Valuation Analysts. |
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Has over 25 years of experience in all phases of audit and tax engagements for a variety of clients including retail furniture stores, manufacturing, wholesale distributors, athletic facilities, construction and transportation services. Emphasizes strategic tax planning with closely held businesses and their owners to help minimize their tax liabilities. |
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Oversees and performs valuations of closely held companies for the purpose of estate and gift valuation, business purchases and sales, and for use in business succession planning. Industry experience includes family limited partnerships, construction, manufacturing, oil and gas services companies, retail, wholesale trade/distribution, medical and health care companies, professional services, transportation and a multitude of other industries not listed above. |
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B.B.A. Degree with Honors in Accounting from Texas State University. |
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Other credentials: Licensed in Real Estate, Licensed in General Lines Insurance, Licensed in Securities Series 7, Series 63, Series 65, and Licensed by the TABC. |
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Has over 25 years of experience in public accounting with a wide range of expertise in individual, small business, and corporate tax planning, research, and return preparation; estate and trust planning and return preparation; real estate development/operation partnerships; the agricultural industry; the medical profession; and strategic business and personal planning. Began his career with Briggs & Veselka Co. in 1980, became a shareholder in the firm in 1989, and initiated opening the El Campo branch office, which he currently manages. |
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Member of the AICPA and the Texas Society of Certified Public Accountants/Houston Chapter; El Campo Chamber of Commerce member and former Director and Chairman of the Board; member of the Wharton Chamber of Commerce, Louise Chamber of Commerce, El Campo Rotary Club, Wharton County Junior College Board of Trustees, 100 Club of Wharton County Board of Directors, Hillje Czech Nursing Home Board of Directors, St. Philip School Endowment Board of Directors, the El Campo Bowling Center Executive Board, and secretary of the Louise/Hillje Knights of Columbus. |
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B.B.A. Degree in Accounting from The University of Texas. |
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Five years of experience with the Internal Revenue Service as a Revenue Agent. |
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Has over 28 years of experience assisting clients with their business, trust/estate, corporate and individual compliance, planning and accounting needs. |
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Provides startup or growth entities with forecasts/projections, strategic planning and business advisory services. |
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Works extensively with a wide range of closely-held businesses including real estate development/shopping centers, energy, construction, and service corporations, partnerships and LLC’s. |
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