The April 2020 Tax & Estate Planning Knowledge Circle will be held on Tuesday, April 21st at 2 pm ET.
Knowledge Circle host Scott Bishop, MBA, CPA/PFS, CFP® and Mike Churchill, MSPA, CPA, CFP® from STA Wealth Management will be discussing How to Review a Tax Return for Financial Planning Opportunities (with some updates related to the market correction and the Coronavirus).
This Knowledge Circle will cover several topics to assist you in helping clients through the maze of their tax return in looking for good financial planning opportunities. A client’s tax return many times share some valuable insights into tax and financial planning issues. As both CPAs and CFPs, Mike and Scott will use the AICPA PFP Guide towards the “Analysis of a Tax Return for Financial Planning Opportunities”. In addition, they will share few thoughts and opportunities related to the Coronavirus and market correction we are dealing with today.
Scott Bishop has been working in the financial services industry since 1995. In 2014, Scott joined STA Wealth Management, LLC (STA), as the Director of Financial Planning. Prior to joining STA, 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).
Michael Churchill has been working in the public accounting industry since 2007 and has been a licensed Certified Public Accountant since 2010. In 2018, Mike joined STA Wealth Management as a Wealth Advisor to support the financial planning team with its mission. His transition to the wealth management and financial planning industry from the public accounting industry is fueled by his passion to help key executives, business owners, high net worth families, retirees, and successful entrepreneurs achieve their financial goals and objectives.
Throughout Mike’s career, he has experience servicing clients regarding their Tax & Compliance, Accounting & Reporting, and Business Strategy and & Transition Planning; more specifically, tax planning strategies, corporate and individual taxation, outsourced accounting and controllership/CFO, business succession/exit strategies, retirement, and estate planning.