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Congratulations to Jeff Jones for Completion of the EA Designation

Congratulation to Longview’s own Jeff Jones for earning the IRS Enrolled Agent (EA) designation. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

The Enrolled Agent designation is earned by passing a three-part comprehensive examination, which covers all aspects of the tax code, and completing the IRS’ application process including a rigorous background check conducted by the IRS. In addition to the stringent testing and application process, the

Posted on August 30, 2016 0
News

Congratulations to Jeff Jones

Jeff was recently selected to serve on NAPFA’s South Region Board. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee- Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve- which provides support and education for over 2400 members all over the country. He is also a member of the Philanthropic Advisors Network at the Community Foundation of Huntsville/Madison County and volunteers in

Posted on May 10, 2016 0
News

Congratulations to Andrew Gipner

Andrew was recently selected to serve on the Huntsville Hospital Development Council. In addition to this appointment, Andrew currently serves as the national chair of NAPFA Genesis, the community of next generation advisors that exists to facilitate professional growth, engage future leaders, and ultimately impact the financial planning profession. He is also an executive board member of the Southeastern Rett Syndrome Alliance (SRSA) and continues his involvement in Leadership Huntsville/Madison County’s Connect program.

Posted on May 10, 2016 0
blog, News

Congratulations to Jessica Smith for Completion of the Chartered Advisor in Philanthropy® Designation

Jessica Smith has earned the Charted Advisor in Philanthropy® professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides professionals in the nonprofit and financial services fields that work with individuals and families in the development and implementation of philanthropic programs with the knowledge and tools needed to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals.

Candidates for

Posted on April 20, 2016 0

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