Interviews

Jacky Noons

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, December 14th, 2018

On December 7, 2018 Scott Bishop hosted a special edition of the STA Money on “Business Succession and Success Planning”. Scott discussed this topic and underlying planning issues with Jacky Noons, who purchased 3 Men Movers from her father and has grown it from a mom and pop business to a multimillion dollar company that […]
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Scott Bishop – Kenny Webster Pursuit of Happiness Radio Show

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, December 6th, 2018

Scott Bishop was on Kenny Webster’s “Pursuit of Happiness” radio show on 950AM KPRC Radio. On the show he answered Kenny’s questions about investing in this current level of market volatility. Scott also talked about some year-end tax and retirement planning strategies. For more year-end strategies, check out Scott’s article on Year-end Tax and Financial […]
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Michael Churchill, MSPA, CPA

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, November 5th, 2018

On the STA Money Hour on November 2nd, Scott Bishop and Michael Churchill reviewed their year-end tax planning checklist that was updated for the new tax law (Tax Cuts and Jobs Act of 2017). From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout […]
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Ben Fedorko, JD

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 26th, 2018

On the STA Money Hour, Scott Bishop interviewed attorney Ben Fedorko with the Houston-based law firm of Gray Reed on the topic of “Family Wealth Planning – the Good, the Bad and the Ugly”. Ben and his firm have experience in all aspects of trust, estate and philanthropic planning and administration for individuals and families. He advises clients on […]
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Burl B. East III, CFA

Written by Michael Smith | Wednesday, October 24th, 2018

Mike Smith and Luke Patterson interviwed Burl East. The show covered the topic of opportunistic real estate investments. Most people think of real estate as single-family, multiple-family, or commercial. Burl’s company looks to acquire real estate with a focus on growth. Cellular towers, data centers, gaming casinos in Asia. We also discussed growth in China […]
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Jimmy Barrett Show – Retirement Savings and Interest Rates

Written by Michael Smith | Wednesday, October 10th, 2018

Michael Smith was interviewed on The Jimmy Barrett Show on KTRH. Jimmy and Shara discussed Retirement Savings and Interest Rates with Mike.
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