Secure your family’s future with estate, trust and gift planning
Estate, gift, and tax planning is more than just planning for the transfer of wealth upon death. Planning includes control over family assets, succession of the family business, retirement planning, wealth management, and charitable giving. Fully integrated estate planning considers your goals and plans for the disposition of your assets not only by your estate but also during your lifetime. It can be an important activity at any stage of life especially as you are adding members to your family. In addition, two of the most common special circumstances that trigger an estate plan is blended families and fear of disability. Planning is not just limited to taxable estates; it is a valuable tool for anyone in a position to gift or bequeath assets. Some of the benefits of an estate plan are:
- Reduction of estate taxes
- Giving to charitable causes which are important to you
- Giving to specific individuals
- Receiving an income tax deduction for charitable giving
- Reducing or eliminating capital gains taxes on appreciated assets
It is about creating a customized plan to address your needs and desires, such as maintaining privacy, providing for multiple generations, or accomplishing charitable goals.
MANAGERS
Tax Manager
Adam Cain
Qualifications
EDUCATION
Bachelors of Science in Accounting - University of Texas at Dallas
Masters of Science in Accounting - University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Energy, Gift and Estate, Non-Profit Organizations, Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam began his public accounting career at Saville in 2021. His areas of focus include energy, non-profit organizations, and gift and estate. He also has experience working with affluent individuals and families, allowing him to provide practical, well-rounded tax advisory and compliance services across a variety of industries.
Outside of work, Adam enjoys watching movies, reading, playing/listening to music, and spending time with his wife and kids.
Tax Manager
Adam Chambers
Qualifications
EDUCATION
BBA Accounting · Abilene Christian University
Master of Accountancy · Abilene Christian
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam began his career with Saville in 2019 prior to graduation from Abilene Christian University in 2020 and has extensive experience providing tax compliance and advisory services for clients. His expertise centers on the real estate industry, estates & trusts, and tax planning/research to provide assistance to clients.
Adam lives in Godley, Texas and does not expect anyone to know where that is. He enjoys spending time with his lovely wife Marlee and their three beautiful daughters who keep them very busy and on their toes. They also enjoy spending time boating on Lake Granbury with family and friends or going on walks with neighbors.
Tax Manager
Matt Hultberg
Qualifications
EDUCATION
Northern Illinois University - Bachelor of Science in Accounting
CERTIFICATIONS
Enrolled Agent
MARKETS OF EXPERTISE
Affluent Families & Individuals, Gifts, Estates, & Trusts, Retirement Plans, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Gift and Estate Planning & Advisory
Background
Matt joined Saville in 2020 and has since developed deep experience helping affluent families and individuals navigate complex tax matters with clarity and confidence. His practice focuses on family limited partnerships, commercial and residential real estate, and gifts, estates, and trusts. Matt partners with clients not only to meet federal and state tax compliance requirements, but also to design and implement thoughtful, forward-looking tax planning strategies tailored to their goals.
Living in northern Collin County, Matt enjoys playing pickleball, cheering on his favorite Chicago sports teams, and spending time with his wife and daughter.
Tax Senior Manager
Nathan Byrd
Qualifications
EDUCATION
BA Accounting - Dallas Baptist University
MBA - Dallas Baptist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Individuals & Families, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance, Estates & Trusts Planning & Compliance, Tax Research
Background
Nathan has been with Saville since 2020 and has over 7 years of experience in tax compliance and advisory services. His expertise focuses on Affluent Individuals & families, estates & trusts, and tax research. Nathan's experience and knowledge of tax planning and compliance allows him to advise and assist clients in a variety of areas. When Nathan isn't working, he enjoys being as active as possible and working out, reading, and watching movies and tv shows. He also enjoys spending time with family and friends.
Tax Manager
Preston Popoff
Qualifications
EDUCATION
Bachelor of Arts in Accounting - University of Oklahoma
Master of Science in Accounting - University of Oklahoma
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Estates & Trusts, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Preston has been with Saville since 2019 and has over 6 years of experience providing tax compliance and advisory services for clients. His expertise centers on the real estate industry, estates & trusts, and tax planning/research to provide assistance to clients.
Preston lives in East Dallas and in his free time enjoys going to the movies, attending Mavs/Stars games, playing golf, (winning at) bar trivia, and spending time with friends and family.
PCS Senior Manager
Rebecca Crosby
Qualifications
EDUCATION
BBA Accounting - Southern Methodist University
MS Accounting - Southern Methodist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates, Trusts and Gifts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estates & Trusts Planning & Compliance
Background
Rebecca started her career at Saville in 2018 and has continued to grow her experience and exposure to trust, estate, and gift planning for her clients. Working in the private client services group, Rebecca works very closely with her clients to not only understand their financial needs but to assist in them achieving their family legacy goals. When Rebecca isn't working, she enjoys spending time with her husband and their two dogs as well as traveling, reading, and running.