| PROFILE |
Allan has more than 40 years of tax experience including 37 years in public accounting with a “Big Four” international accounting firm. He has served privately owned and public companies with a variety of tax services, including tax planning and compliance, coordination of international tax services, and personal tax planning and compliance for the owners and executives.
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| CERTIFICATIONS |
- Certified Public Accountant – Texas and Minnesota
- Certified Financial Planner®
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| EDUCATION |
- Minnesota State University - Financial Planning Certificate
- Eastern Illinois University - Bachelor of Science in Business
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| CURRENT AFFILIATIONS |
- American Institute of CPAs
- American Institute of CPAs – Tax Division
- Texas Society of Certified Public Accountants – Fort Worth Chapter
- Financial Planning Association
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| PAST AFFILIATIONS |
- Junior Achievement of SE Texas - Vice Chair, Finance
- Generations, Incorporated - Executive Committee Member
- Boys and Girls Clubs of Twin Cities - Executive Committee Member
- Texas Society of Certified Public Accountants - Board Member
- Texas CPA Tax Institute Committee - Past Chairman
- Houston Chapter of Texas Society of Certified Public Accountants - Board member, Executive Committee Member and Chapter President
- Greater Houston Tax Forum - Member and Past President
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| PERSONAL |
- Married, three adult children and four grandchildren
- Hobbies: Motorcycling and hunting
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