Transparency® Changes Everything

Watch our webinar above with Tommy Wright, Partner of Tax Services at RSM Private Client Services. Tommy outlines individual and business owner opportunities that have arisen from the CARES Act.

Learn About:

  1. CARES Act Key Business Provisions
  2. Loan Programs to Improve Cash Flow
  3. Tax Credits, Payments and Filing Extensions

For Audio Only, Listen HERE:

About Our Guest Speaker

Tommy Wright is a partner in the Houston office and a member of the National Tax Leadership Committee for RSM’s Private Client Services (PCS) group. He co-leads the Family Office initiative for RSM, and is Central Regional Leader for PCS services. Tommy’s primary expertise is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held business enterprises and tax compliance for multigenerational families. He works extensively with high-net-worth individuals and families, family offices, service organizations and closely held businesses.

Tommy has spoken at numerous conferences, seminars and professional training meetings on subjects relating to taxation and tax legislation. He earned his Bachelor of Science, accounting, at Northwestern State University of Louisiana.

Professional affiliations include Certified Public Accountant, American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants (TSCPA), Houston Chapter of the TSCPA, Houston Estate and Financial Forum, Houston Business and Estate Planning Council, board member, and Estate Forum.

About RSM

RSM’s Private Client Services helps wealthy individuals and families mitigate their tax burdens, manage tax exposure, create long‑term savings, and preserve assets for generations to come. The clients served are the engine of global commerce and economic growth, and RSM focuses on developing leading professionals and services to meet evolving needs in today’s ever-changing business environment.

RSM’s team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families, and private equity fund owners. RSM takes a holistic approach to advising their clients and in doing so, they collaborate with their client's team of professional advisors to develop tailored comprehensive solutions.

Disclosure: RSM slide deck data as of  4/7/20.

About PagnatoKarp

With $4.8 billion assets under advisement¹PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cash flow, and value-added opportunities. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work², PagnatoKarp's goal is to streamline and protect so you have more time to spend on what matters to you most.

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