- Deloitte (Huntsville, AL)
- …who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking ... complex federal tax issues? Do you have experience serving real estate owners and operators? Are you...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+… more
- Regions Bank (Birmingham, AL)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... and estate planning and advice, legal, insurance, real estate , asset management, trusts, estates, wills,...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more