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Tax & Estate Planning Knowledge Circle: A Conversation with Marvin Blum

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Knowledge Circle Host Scott Bishop will be joined by Marvin Blum and they will be discussing the estate and income tax changes that are happening this year per the Democratic and Legislation.  The conversation will also focus on questions that were talked about when Marvin joined us last year before Biden was elected as well as questions asked from Scott’s newest article, “Top 10 Questions” and an earlier article, "Key Estate and Income Tax Planning Takeaways from "Blue Wave" Democratic Victory".

Marvin Blum, CPA

Founder, The Blum Firm, P.C.

MARVIN E. BLUM is an attorney and CPA based in Fort Worth. He is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel. 

Mr. Blum founded The Blum Firm, P.C., now in its 40th year. The Blum Firm is one of the premier estate planning firms in the nation, known for creating customized, cutting-edge estate plans for high-net-worth individuals. The firm specializes in estate and tax planning and the related specialties of asset protection, business planning, business succession planning, charitable planning, family legacy planning, fiduciary litigation, and guardianship.

Mr. Blum serves on the Editorial Advisory Committee for Trusts & Estates magazine. He is Treasurer for the Fort Worth Symphony and the Texas Cultural Trust. He is a member of the Boards of Directors of the Multicultural Alliance and B Sharp Youth Music Program. 

Mr. Blum earned both his BBA in Accounting (Highest Honors) and his law degree (High Honors) from the University of Texas.

Scott Bishop

Executive Director of Wealth Solutions

Avidian Wealth Solutions

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. 
 
Scott was recently made an Advisory Board Member for the University of Texas McCombs School of Business Wealth Management Center.  He has been active as a member of the American Institute of Certified Public Accountants (AICPA) and holds the Personal Financial Specialist (PFS) accreditation. Also, he has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. He was also recognized for excellence by being named the Young CPA of the Year for 2002-2003 by the Houston CPA Society. This award was given based on an open nomination of the membership and submitted to the Houston CPA Society board (with consideration to community service, activity within the Houston CPA Society and being in good standing with the Texas Society of CPAs). Texas Monthly Magazine has also recognized Scott as a Five Star Wealth Manager from 2009 to 2012*.

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Tax & Estate Planning Knowledge Circle: A Conversation with Marvin Blum
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