The April 2021 Tax & Estate Planning Knowledge Circle will be held on April 20th at 2 pm ET.
Knowledge Circle host Scott Bishop will be presenting, "Tax and Planning Updates with the American Rescue Plan."
Scott will discuss tax and planning changes that may impact clients in relation to the American Rescue Plan. Scott with also share more recent tax and planning issues given the current political climate with possible policy, income and estate tax changes.
Scott Bishop has been working in the financial services industry since 1995. In 2014, Scott joined Avidian Wealth Solutions (Avidian was formerly STA Wealth Management), as the Director of Financial Planning. Prior to joining Avidian, Scott was a founding partner at Sound Financial Solutions, L.P. and worked with Research Financial Strategies. Throughout his career, Scott has focused on working with his clients to customize the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. In providing these services, our STA team utilizes a very comprehensive and customized approach that helps to assure that our client's planning and investment opportunities are identified and correctly addressed now and into the future.
Scott graduated from the University of Texas at Austin with a Bachelor of Business Administration in Accounting and received his Master of Business Administration from the University of St. Thomas. Prior to his co-founding of Sound Financial Solutions, L.P., Scott worked as an auditor for Arthur Andersen & Co. L.L.P; as a senior accountant for Energy Development Corporation and PetroCorp Incorporated; as a registered principal for Government Securities Corporation and Coastal Securities L.L.P; and as a financial advisor for Sagemark Consulting (the successor firm to CIGNA Financial Advisors).
Currently, Scott is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and a Certified Public Accountant (CPA). Over the years, Scott has conducted Continuing Education courses for Certified Public Accountants. In addition, Scott has both authored and has been interviewed for numerous articles in financial related publications and websites such as the Wall Street Journal, MarketWatch, CNBC, New York Times, Washington Post, Time, Investor’s Business Daily, Barron’s, USA Today, Money Magazine, Investopedia.com, Investment News, Kiplinger, WealthManagement.com, The AICPA Tax Section, BankRate.com, the Houston Business Journal and the CPA Forum. For his writings and contributions, Scott was named in 2019 as a Top 100 Financial Advisor in America by Investopedia. Related to his retirement planning experience, Scott is also a member of the member of Ed Slott’s Master Elite IRA Advisor GroupSM.
Please note, this Knowledge Circle will run a little different. The registration link will take you to our new Learning Management System at fpalearning.onefpa.org. You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.