Kristopher D. Miller
Director of Advanced Planning at Lexington Financial Life Management
- Role
- Treasurer, Board Member at Matthew 25, Inc
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Kristopher D. Miller
I am a Certified Public Accountant and Personal Financial Specialist with 20 years of experience assisting individuals and their businesses. Of that time, I have spent more than 12 years in public accounting. Currently, I am the Director of Advanced Planning at Lexington Financial Life Management - a virtual multi-family office serving highly successful individuals and their families.As a client, you will experience what matters most to me - a personal relationship. In order to serve you best, I will get to understand you and what is most important in your life and the role your work or business plays. Long-term relationships with my clients is critical in effective planning and consulting through life events together. My service revolves around establishing a plan to help you meet your goals through extensive tax and financial planning. You will experience your annual tax return more as a report card of how well we did in planning than a surprise at the end of the year.I am a Summa Cum Laude graduate of Lipscomb University where I hold a Bachelor of Science in Professional Accountancy. I am a member of the Tax Advisory Council of the National Federation of Independent Businesses (NFIB), which focuses on advising and consulting the Tennessee Legislature on tax issues impacting individuals and businesses. Additionally, I am the Treasurer for Matthew 25, Inc, a non-profit organization that helps homeless veterans in Nashville find jobs and homes - a deep passion of mine.
Experience
Treasurer, Board Member
Mar 2010 — Present · Nashville, TN, US
Board member of non-profit organization providing solutions to homeless men in Nashville, TN. Chair of finance subcommittee.
Education
Lipscomb University
Professional Accountancy
2003 — 2006
Skills
- Financial Statements
- Quickbooks
- Tax Research
- Compliance
- Payroll
- Tax Accounting
- Accounting
- Fin 48
- Gaap
- Management
- Tax
- Tax Preparation
- Cpa
- Financial Analysis
- Financial Reporting
- Tax Returns
- Generally Accepted Accounting Principles (Gaap)
- Budgets
- Finance
- Retail
- Sec Filings
- Sarbanes-Oxley Act
- Leadership
- Internal Controls
- Auditing
- Corporate Tax
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