Tax & Estate Planning Knowledge Circle: Break Out, Come Together: Sharing in the Collective Widom to Elevate Tax & Estate Deliverables for Clients
- Registration Closed
For the April 2023 Tax & Estate Planning Knowledge Circle we want to hear from you! In this session, we will have three 15 minute breakout sessions to share with and learn from peers. We will use breakout rooms to discuss 1) strategies to make estate planning both customized and scalable 2) tax planning processes efficient and 3) exchange go-to resources to stay on the cutting edge in tax and estate planning.
Claire Thornton, CFP®, EA
Financial Planner
Apella Wealth
As a Senior Financial Planner with Apella Wealth, ClaireThornton CFP® works with women experiencing formative life transitionsincluding the loss of a partner, navigating windfalls, and planning growingcareers and families. Claire also holds her EA and earned her Master of Sciencein Taxation from Golden Gate University. She is also an avid FPA volunteerthrough pro bono work, the Tax & Estate Knowledge Circle, and ProgramsChair of her local Orange County chapter.
Scott Bishop, MBA, CPA/PFS, CFP®
Partner, Managing Director
Presidio Wealth Partners
Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio’s team utilizes a very comprehensive and customized approach that helps to ensure that our clients’ planning and investment opportunities are identified and correctly focused on 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. Currently, Scott is a CERTIFIED FINANCIAL PLANNER™ 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, Financial Planning Magazine, 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 Ed Slott’s Master Elite IRA Advisor Group SM.
Scott is also an Advisory Board Member and is a guest lecturer 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) where he holds the Personal Financial Specialist (PFS) accreditation. Locally, Scott has been on the Board of Directors of the Houston CPA Society and has been Chairman of the Personal Financial Planning Committee. As a thought leader in Financial Planning, Scott chairs the national Tax and Estate Planning Knowledge Circle for the Financial Planning Association (an association of CFP® certificants).
Scott has been married for over 30 years to his wife Geri and they have two adult sons.
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