Stephen R. Gibson, CPA, NSSA

Experience

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  Deloitte Tax LLP

  Nov 2008 - Aug 2013

  Senior Tax Consultant

  Tax Consulting for High-Net-Worth Individuals ‐ Proactively understanding the needs of the client and working with them to develop relevant and valuable tax solutions and planning strategies, while having a deep understanding of the relevant tax laws and applying that knowledge to the particular client's facts and circumstances.Estate and Trust Planning ‐ Develop comprehensive estate and wealth transfer planning presentations to assist clients with their structuring of family businesses, succession planning, and utilization of various trusts and gifting programs to minimize future estate tax liabilities, diversify net worth and preserve wealth.Gift Tax Planning ‐ Planning and implementation of gift tax strategies to assist clients with the asset transfer over a multi-generational level through the use of the most of the advantageous tax vehicles permitted by tax regulations and recognized best-practices.Leadership, Presentations and Speaking Engagements• “Planning for Private Enterprises and Individuals”- Deloitte Event Alumni Presentation - August 27, 2012• Conducted in office presentations and training for gift tax planning and compliance.• Columbus Office Champion for Individual Income Tax programs and standardization processes with direct reporting to Regional Leadership.• Columbus Office Champion for Microsoft Excel. Developed and presented Microsoft Excel training's to the Columbus tax department. Assisted individuals of all levels throughout the office understand and create formulas, formatting and increased standardization of internal work papers to increase efficiency. Show less

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  Hilliard Lyons

  Aug 2013 - Mar 2017

  Financial Consultant
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  Guidance Capital

  Mar 2017 - now

  • Owner,Partner, Financial Planner & Wealth Manager

    Mar 2017 - now

  • Owner

    Mar 2017 - now