Prior to founding Good Life Wealth Management, Scott was Director of Financial Planning for Stratford Consulting, from 2012 until March 2014. Catering to high net worth individuals ($1 million minimum), Scott was responsible for research and solutions for technical questions in everything from investments and asset allocation to taxes and Social Security. During this two year period, Scott helped grow the firm from $225 million under management to $375 million. From 2004 through 2011, Scott was a Financial Advisor for GS Wealth Management. During this time, Scott learned his craft and completed a Certificate in Financial Planning from Boston University. Scott received his CFP® designation in 2007. Eager to continue learning, Scott enrolled in the CFA program in 2010 and passed all three exams in consecutive years. Scott has been awarded the “Five Star Wealth Manager” in Texas Monthly three times. Scott recognized that many of his Baby Boomer clients had similar questions about retirement planning and that the five years before retirement were a crucial period for planning and addressing these questions. This lead to the creation of Scott’s book Your Last 5 Years: Making the Transition from Work to Retirement in 2008. (link: www.yourlast5years.com) Background A native of Rochester, New York, Scott’s first passion was music. Scott attended the Oberlin Conservatory, where he met his wife, Erin Hannigan, who is Principal Oboe of the Dallas Symphony. After Oberlin, Scott returned to his hometown for graduate studies at the University of Rochester’s Eastman School of Music. At Eastman, Scott completed his Master’s degree, Performer’s Certificate, and received the Doctor of Musical Arts degree at the age of 25. Scott taught music for the State University of NY at Geneseo and at Texas Christian University before embarking in a new career in personal finance. Outside Work An accomplished trombone player, Scott continues to perform today as Principal Trombone of the Las Colinas / Garland / Arlington Symphonies, as well as with his quintet, the Perennial Brass Ensemble. A long time advocate for animal welfare groups, Scott has been a volunteer and foster home for Operation Kindness since 2002. In his free weekends, Scott enjoys spending time at Lake Texoma with his three dogs, Livvy, Jesse, and Callie. Scott serves as a Board Member and Treasurer for Artists for Animals, a non-profit organization that raises funds for animal rescue causes.
Technology December 20, 2024
Brian Tankersley, CPA, and Randy Johnston continue their travels to the largest conference for accounting professionals, and provide a recap of the 2024 Intuit Connect user conference.
Auditing December 19, 2024
Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.
SEC December 18, 2024
The 2025 PCAOB budget totals $399.7 million, and the accounting support fee totals $374.9 million, of which $346.1 million will be assessed on public company issuers and $28.8 million will be assessed on registered broker-dealers.
Accounting December 18, 2024
The event is free for professionals, thanks to the sponsorship of several leading accounting and tax technology providers. All sessions are NASBA certified for CPE credit, and some sessions are IRS certified for CE credit.
Accounting Standards December 17, 2024
The proposed ASU provides recognition, measurement, presentation, and disclosure requirements for all entities that purchase or hold environmental credits or have a regulatory compliance obligation that may be settled with environmental credits.
Accounting December 17, 2024
The Financial Accounting Standards Board released the 2025 GAAP Financial Reporting Taxonomy, which contains updates for accounting standards, and four other taxonomies on Dec. 16.
Mergers and Acquisitions December 17, 2024
The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.
Accounting December 17, 2024
The top 20 accounting firm has debuted CloudSync, a proprietary cloud integration platform that simplifies how businesses connect and manage essential third-party solutions.
Accounting December 17, 2024
The new new integration is powered by QuickFee Connect and streamlines payment workflows, accounts receivable processes, and client experience touchpoints for users of both platforms.
Mergers and Acquisitions December 17, 2024
Six members from Cherry Bekaert Advisory’s team are joining Sikich as a result of the transaction, bringing extensive experience in cost management and activity-based information to the Chicago-based professional services firm.
Mergers and Acquisitions December 17, 2024
“With Yurgosky joining the firm, we’re excited to bring our clients a new set of technological solutions, particularly within the Salesforce environment, which is a first for us," said Moss Adams Chairman and CEO Eric Miles.
Technology December 16, 2024
Part of SAP Sustainability solutions, SAP Green Ledger allocates carbon emissions to specific economic activities and transactions captured by ERP solutions from SAP.
