Congratulations Bill
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Estate and Income Tax Planning
- Income tax and estate tax planning for individuals who have complex business and investment holdings
Area of Focus: Family Limited Partnerships, Grantor Retained Annuity Trusts, Charitable Trusts, Defective Trusts, Real Estate Transactions and Stock Option Planning
Designations: CPA
Advisor is licensed/registered to do business with U.S. residents in the states of: TX
Member of Estate Planners Council, Texas A&M University Planned Giving Council, The University of Texas at San Antonio Planned Giving Council and the Board of Directors of Friends of Big Bend National Park.
Sol Schwartz & Associates, P.C. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Sol Schwartz & Associates, P.C. clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.