People:

Client Responsibilities

Income, estate and gift planning and compliance for high net worth individuals, partnerships, limited liability companies, C-Corporations and S-Corporations.
Valuations of closely-held businesses for divorce, buy/sell agreements, shareholder disputes, gifting and estate purposes.

Experience

Southwest Texas State University
Bachelors of Business Administration in Accounting

Education

Texas Society of Certified Public Accountants
National Association of Certified Valuation Analysts

Licenses

Texas Society of Certified Public Accountants
National Association of Certified Valuation Analysts

Affiliations

Texas Society of Certified Public Accountants
National Association of Certified Valuation Analysts

Client Responsibilities

Tax services, planning, and compliance, for high-wealth individuals, their closely-held businesses and trusts and estates.

Experience

Over twenty years in industry and public accounting with both local and international firms, including Ernst & Young LLP, Werlein & Harris, P.C.; and BDO Seidman.

Education

University of Houston, post-baccalaureate studies
University of Arizona, BS

Licenses

CPA Texas

Affiliations

American Institute of CPAs
Texas Society of CPAs

Client Responsibilities

Tax planning and compliance services for private clients in the area of domestic and international trusts.

Experience

J.A. Compton & Co., P.C., 2000-2006; Linn Thurber LLP, 2007 to present.

Education

Shandong University of Technology, China, BA, English
Capital University of Economics & Business, China, MA, Insurance Texas A&M University, MS, Economics & MS, Accounting

Licenses

CPA Texas

Affiliations

American Institute of CPAs
Texas Society of CPAs

Client Responsibilities

Preparation of all state and federal tax returns for domestic and international private clients in a wide array of industries. Tax planning and representation of clients before Internal Revenue Service and various state taxing authorities. Preparation of consolidated financial statements, accounting and other business services.

Experience

Brewer, Eyeington & Company 1992-1994; Linn Thurber LLP 1994 to present.

Education

Texas A&M University, BBA, Accounting

Licenses

CPA Texas

Affiliations

Texas Society of CPAs
American Institute of CPAs

Client Responsibilities

Tax practice, including U.S. and international engagements, concentrating on tax and business planning.
Principal areas of practice include tax planning and compliance for domestic and international private clients, trusts and estates, charitable organizations and closely held businesses, trustee and fiduciary services, and client representation before the Internal Revenue Service.

Experience

Brewer & Browning, CPAs 1970-1974; Bank of America or predecessors (Trust Department) 1974-1982; Bess Management Corp., President, 1982-1990; Linn Thurber LLP 1990 to present.

Education

Texas A&M University, Houston Baptist University, BBA, Accounting; Graduate of Southwestern Graduate School of Banking (Trust Management) at Southern Methodist University, Dallas

Licenses

CPA Texas, New York

Affiliations

Houston Estate and Financial Forum
Texas Society of CPAs
American Institute of CPAs
AICPA Taxation Committee
AICPA Trust, Estate and Gift Tax Technical Resource Panel
and Fiduciary Accounting Task Force
Society of Trust and Estate Practitioners (STEP)

Client Responsibilities

Preparation of federal and state income tax returns for individuals as well as domestic, foreign and multinational businesses in numerous industries. Preparation of consolidated corporate and multi-state tax returns. Tax planning and tax research regarding numerous tax matters.

Experience

Condley & Company, LLP, Abilene, Texas (2000-2003); Linn Thurber LLP (2003 through present).

Education

Abilene Christian University, BBA, Accounting
Abilene Christian University, Masters of Accountancy

Licenses

CPA Texas

Affiliations

American Institute of CPAs
Texas Society of CPAs

Client Responsibilities

Tax planning, consulting and compliance for high-net worth domestic and international individuals and families.

Experience

Extensive tenure at a Fortune 500 and responsibility in the fields of tax and wealth advisory in a global setting with firms such as Goldman, Sachs & Co. and Deloitte.

Education

University of Texas, JD
Baylor University, BBA/MBA Accounting

Licenses

CPA Texas
Member of the State Bar of Texas

Client Responsibilities

Estate, gift, generation-skipping transfer and income tax planning and compliance for U.S. and international individuals, trusts, estates and charitable organizations, with a special focus on foreign trust issues and tax issues incident to trust disputes.

Experience

Sullivan & Cromwell, LLP (Estates and Personal Group), New York
Linn Thurber LLP, 2005 - present

Education

Duke University, School of Law, J.D (Order of the Coif; Magna Cum Laude; Estate Planning Award, 1996; Outstanding Tax Scholar Award, 1996; Duke Law Journal, Fall 1994 to Spring 1996; Editorial Board, Fall 1995 to Spring 1996; Duke Journal of Gender Law & Policy, Fall 1993 to Spring 1996; Editor-in-Chief, Fall 1995 to Spring 1996).

Duke University, Terry Sanford Institute of Public Policy, M.A.

Johns Hopkins University, School of Arts and Sciences, B.A., Political Science (Phi Beta Kappa; University and Departmental Graduation Honors).

Licenses

Member of the New York Bar

Affiliations

American Bar Association
The Association of the Bar of the City of New York
The Federalist Society

Client Responsibilities

Manages firm media relations, branding, strategic communications, events, business development and recruiting efforts.

For any media inquiries, interview requests or further information on Linn Thurber, please contact Linn Thurber's communications team.

Experience

Marketing, communications and public relations experience in professional services and non-profit, for both in-house activity and agency.

Education

University of Texas at Austin, BS Public Relations
University of St. Thomas, MBA Marketing

Client Responsibilities

Tax practice, including federal and state engagements, concentrating on compliance and tax planning. Principal areas of practice include tax planning and compliance for individuals, closely held businesses nd client representation before the Internal Revenue Service.

Experience

Shell Oil Company 1970-1980; Kestran, Inc. (Controller) 1980-1991; Greco & Thurber, PC (Partner) 1991-1995; Linn Thurber, LLP 1995 to present.

Education

Louisiana Tech University, BS, Accounting

Licenses

CPA Texas

Affiliations

American Institute of CPAs
Texas Society of CPAs
Houston Chapter Texas Society of CPAs

Client Responsibilities

Federal and state tax compliance, accounting and preparation of consolidated financial statements and other business services for domestic and international private clients.

Experience

Robert E. Benning, Jr. PC (1997 to 2000); Andrew Shebay & Company PLLC (2000 to 2006, 2007); Internal Revenue Service (2006), Linn Thurber LLP (2007 to present)

Education

Silliman University, BBA Accounting

Licenses

CPA Texas

Affiliations

Texas Society of CPAs