Videos – Smart Group Houston

Skip to content

MENUMENU

SMART GROUP HOUSTON
SMART PROCESS
SMARTgains
BUSINESS TRANSITIONS
ABOUT
RESOURCES
Contact

Other Videos

Misguided Wisdom

The Next 3000 Days

Average ROR vs. Real ROR

Qualified Plans

Taxes

The Defining Moment

Three Different Strategies

HOME
SMART PROCESS
SMARTgains
BUSINESS TRANSITIONS
ABOUT
RESOURCES
CONTACT
TERMS OF USE
PRIVACY STATEMENT
Doug Gibson
Shelbi Esparza
Case Study – Tax Allocation
Case Studies

4801 Woodway Drive
Suite 305W
Houston, Texas 77056
PHONE: 713-984-8044
FAX: 713-984-8048

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. This is not a CPA firm. Terms Of Use and Privacy Statement

Copyright © 2024 Smart Group Houston