Document Library

File Name Date Added
Ltr to Texas State Board of Public Accountancy with enclosures - 08.13.14 08/13/2014

2008

File Name Date Added
Ten IRA Mistakes 12/04/2008
Structuring Annuity Contracts 09/26/2008
Multigenerational Wealth Transfer: Getting a Legacy Up 12/23/2013
Recent Developments in Appraising Interests in Family Investment Entities 12/17/2013
Assets at Risk - A Personal Property & Casualty Checklist for You and Your Clients 12/23/2013
Practices Before the IRS 12/17/2013
Lifetime Wealth Transfer Strategies 12/23/2013
Identifying Risk Using Personal Risk Management to Help Protect Your Clients' Wealth 12/17/2013
What Every Tax Advisor Needs to Know about Hedge Funds-Powerpoint 12/23/2013
What Every Tax Advisor Needs to Know About Hedge Funds 12/23/2013

2009

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2010

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2011

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2012

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2013

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2014

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2015

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2016

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2017

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2018

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