Profile

Biography

Organizations

Partner
Price & Price, CPA's
Humble, TX

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

Education

Areas of Expertise

Compilation and Review
   Performing a Review (planning, performance, reporting, QC)
Firm Practice Management
   Financial and Admin Operations
   Human Capital
   Marketing
   Practice Growth and Client Service
   Strategy and Planning
   Succession Planning
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts