One constant is the fact that taxes on our families’ assets is a constant risk. Over time, it reduces portfolio returns and estates more than market volatility. A tax expert does a liability review prior to the end of each year with the intent to prudently reduce taxes and eliminate surprises. Often, our client families have a pre-existing relationship with a tax expert and we collaborate with them to provide these services. As appropriate, we will source a tax expert at the client family’s request. Our tax experts include:
John C Capps, CPA
John grew up in Old Glory, Texas. Earned his BA degree in Accounting from University of Texas Tyler in 1990 and became certified as a public accountant in 1995. He brings more than twenty years of broad based business experience to business accounting and tax planning including marketing, client development, coaching and mentoring, financial analysis and planning. He also has more than ten years of financial advisory experience and is formerly the Chief Financial Officer for a regional financial services conglomerate. He also has experience doing oil & gas partnership accounting and tax returns.
John is married and has two children who are avid hunters. They share their country home in Maypearl, Texas with cattle, chickens and four dogs. John enjoys hunting, Texas sunsets, good bourbon, fine cigars and close friends. To learn more, go to www.jcctxcpa.com.
J. Marc Lewis JD, LL.M., EA
Marc grew up in Plano, graduated from Plano East Senior High School, earned a BBA from Southern Methodist University, a JD (Juris Doctor) from Southern Methodist University School of Law, and a LLM (Masters of Laws in Taxation) from the University of Miami School of Law. In addition, Marc has been enrolled to practice before the IRS by the Department of Treasury.
Marc is a sixth generation resident of Collin County and comes from a long line of self-employed family members including his parents and both sets of grandparents. He and his wife Stephanie currently reside in Murphy with their two daughters, Meredith and Morgan. Marc has been a Rotarian for over a decade and he has long served on the Board of Directors of two large Plano based charities: Plano Sports Authority and The Plano Balloon Festival. Marc is currently the president of the North Texas Collegiate Baseball Umpires Association and is the National Umpire Advisor to the American Amateur Baseball Congress which oversees multiple youth leagues throughout the country. In his 29 years of umpiring, Marc has worked multiple post season assignments for the NCAA and NJCAA and has also worked multiple other post season assignments for other amateur associations. Currently, he is on staff for The Big XII, Conference-USA, The Mountain West Conference, and The Western Athletic Conference.
To learn more, go to www.marclewistax.com.