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Longview Welcomes Lauren Cooper

We are happy to introduce Lauren Cooper as the newest member of the Longview team. Lauren earned her Bachelor’s degree in Accounting in 2010 and her Master’s degree in Financial Planning in 2011, both from the University of Alabama.

Prior to joining Longview, Lauren spent a year as an auditor in the University of Alabama’s Internal Audit Department and spent the past four years as a planning assistant at a financial advisory firm in Nashville. Lauren also recently obtained

Posted on January 9, 2017 0

Introducing Miles Beckham Smith!

We are happy to announce the birth of Miles Beckham Smith to Jessica and Craig Smith. Miles was born on Sunday, October 2nd at 3:32 pm, weighing 7 pounds 4 ounces and measuring 19 inches long. Mom, Dad, and Miles’ brothers, Landon, could not be more proud. Congratulations, Jessica, Craig, and Landon!

Posted on October 11, 2016 0
blog, News, Non-Profit Spotlight

The Community Foundation’s Summit on Philanthropy

As part of our Longview Gives Back program, Longview sponsored the 8th annual Summit on Philanthropy on September 21st at the Jackson Center. The Summit on Philanthropy is the Community Foundation of Huntsville/Madison County’s annual flagship event, and Longview has had the honor of offering sponsorship since its inception.  This year’s event featured Lauren Smith, MD, MPH from Boston, MA where she serves as the Managing Director of FSG, a non-profit 501(c)3 consulting firm supporting leaders in creating large-scale, lasting social

Posted on September 27, 2016 0
blog, News, Non-Profit Spotlight

HudsonAlpha Foundation’s 2016 Tie the Ribbons Event

Longview was proud to serve as a Gold sponsor for the HudsonAlpha Foundation’s 2016 Tie the Ribbons event held on Thursday, September 22nd in the Von Braun Center North Hall.

Last year, Tie the Ribbons, which supports breast and ovarian cancer research and awareness, kicked off Information is Power, the Institute’s year-long genetic cancer risk testing initiative. The screening, which is a test for BRCA1 and BRCA2 hereditary forms of breast and ovarian cancer, was free for women born

Posted on September 27, 2016 0
Firm News, News

Jeff Jones Receives IRS Enrolled Agent (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

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

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