We are excited to announce the addition of J. Ross Buchholtz, CPA, to our practice. Ross joins GSRJ after 25+ years of tax and accounting experience, including four years at the helm of his own private accounting firm. In his role as Director, Ross leads the firm’s U.S. tax and related compliance work with clients and attorneys on income and transfer tax matters. He is a member of the American Institute of CPAs and the Texas Society of CPAs.
Staff Presentations for October 2013
Leslie Giordani presents “Evaluating Private Placement Life Insurance In A High Investment Tax Environment” at the 39th Annual Notre Dame Tax & Estate Planning Institute conference. The conference took place at the University of Notre Dame.
Bob Chesner presents “Recent Trends in Private Placement Life Insurance for Affluent Families: Tax Free Investing in a Taxing Environment” at Callan Independent Adviser Group’s 2013 National Conference in Washington, D.C.