Andrew Wagnon

About Andrew Wagnon

Tax attorney focusing on estate, trust, and tax planning• Specializing in consulting and compliance services to high-net-worth families, trusts, estates, and business owners• CPA exam candidate• Strong business experience including 8+ years in public accounting at local CPA firms• Passionate about technology\'s role in streamlining service and increasing efficiency for clients

Experience

1. Senior Manager, Private Client Service

   RSM US LLP

   Nov 2016 — Present · Houston, TX, US

   Focused on consulting and compliance services for high-net-worth families, trusts, estates, and business owners• Instructing national training courses: Estate Taxation; Gift Taxation; Intermediate Trusts: Planning, Agreements and Taxation• Delivering a unique perspective on complex tax and estate planning matters by drawing from disparate capacities, as both an attorney and an accountant• Primarily working with business owners, wealthy families, executives, and other individuals with significant wealth planning needs and tax concerns• Developing relationships and understanding of clients\' big picture to tailor comprehensive solutions to their tax, estate planning, and business succession objectives

Education

• South Texas College of Law Houston

  Doctor of Law - JD

  2010 — 2013

• University of Oklahoma

  Bachelor of Business Administration - BBA, Accounting

  2004 — 2008

Skills

• Tax Reduction Strategies
• Adobe Creative Suite
• Windows
• Outlook
• Voip
• Income Tax
• Powerpoint
• Lacerte
• Tax Preparation
• Tax Research
• Westlaw
• Word
• Estate Tax Planning
• Lexisnexis
• Tax Accounting
• Financial Reporting
• Ios
• Partnership Taxation
• Sql Server
• Tax Law
• Excel
• Windows Server
• Prosystems Tax
• Payroll
• Microsoft Office
• Tax
• Google Apps
• Accounting
• Exchange Server
• Tax Returns
• Access
• Corporate Tax
• Practice Cs
• Ultratax Cs
• Sharepoint
• Mac Os X