Brian Trowbridge, CPA/PFS
/
Certified Public Accountant in Houston, Texas
Specialties
C Corporation Income Taxation
Cash Flow Planning
Charitable Planning
Closely Held Business Planning
Death
Divorce
Education Planning
Elder Planning
Employee Benefits
Employee Benefits/Executive Compensation
Estate
etc.)
Family Additions
Fundamental Financial Planning Knowledge & Skills
Gift and Wealth Transfer Planning
Individual Income Taxation
Individual Tax Planning
Insurance Planning/Risk Management Planning
Integrated Personal Financial Planning
International Tax
Investment Planning (withouit AUM or product sales)
IRS Practice & Procedure
Partnership Taxation
Retirement Planning
S Corporation Income Taxation
Significant Event Planning (Marriage
State & Local Tax
Tax Ethics & Standards
Tax Exempt Organizations
Wealth Management/Investment Advisory Services
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