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Profile of Samuel Tannebaum
 

Samuel Tannebaum

 
Dir. - Strategic Relationships - Weaver & Tidwell Financial Advisors Ltd.
 
Samuel Tannebaum Email :
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Company Name : Weaver & Tidwell Financial Advisors Ltd.
 
Company Website : www.wtadvisors.com
 
Company Address : 12221 Merit Dr.
Ste. 1300, Dallas, TX,
United States,
 
Samuel Tannebaum Profile :
Dir. - Strategic Relationships - Weaver & Tidwell Financial Advisors Ltd.
 
Samuel Tannebaum Biography :

Sam Tannebaum has four decades of public accounting experience assisting his clients in reaching their financial goals. As a business advisor to entrepreneurs and small business executives, he adds value to their businesses and improves their profits. His combined knowledge and experience in personal and business tax planning, business management, and strategic planning enable him to plan comprehensively for the individual and his or her business. He is active in various professional and civic organizations and has lectured extensively in the areas of tax and estate planning.

EXPERIENCE - More than 40 years

Senior Partner - Weaver and Tidwell, L.L.P.

President and CEO - Tannebaum Bindler + Company, P.C.

EDUCATION

Bachelor of Business Administration, Accounting, University of Oklahoma; graduated with special distinction

Earned the PFS designation from the AICPA, recognizing his experience and knowledge in personal financial planning

Earned the Accredited Estate Planner designation from the National Association of Estate Planners

AFFILIATIONS

Member and Past President - Dallas Chapter of Texas Society of CPAs

Member and Past President - Dallas Estate Planning Council

Past President - National Association of Estate Planning Councils

Treasurer - Mental Health Association of Greater Dallas

Member - Advisory Council of the Communities Foundation of Texas

Member and Former Council Member - American Institute of CPAs

Member and Former Board Member and Officer - Texas Society of CPAs

 
Samuel Tannebaum Colleagues :
Name Title Email

David Sego

MD Please login

Alan Goldfarb

Dir. - Financial Strategies Please login

Reggie Sandoval

Chief Compliance Officer, Investment Operations Mgr. Please login

Corbett Ray

Sr. Financial Planner, Financial Planning Mgr. Please login

Michael Benedict

Sr. Financial Advisor Please login


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