Tax & Estate Planning Knowledge Circle: Year-end Tax & Financial Planning Checklist

4 (2 votes)

As CFP’s we have a great opportunity to help our clients out in the 4^th Quarter for year-end Planning. It may also be a great way to work with your client’s CPAs and possibly meet with them – great for networking as well. Knowledge Circle host Scott Bishop, MBA, CPA/PFS, CFP will be walking you through some year-end financial planning ideas and his updated year-end tax planning checklist. In addition, he will walk through some of the changes related to the SECURE Act that may cause several with newly inherited IRAs to take RMDs. What does that mean for those with Inherited IRAs since 2020? Tune in to find out.

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.