Qualifications
EDUCATION
BS Accounting – Indiana University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public AccountantsTexas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate, Cost Segregation Studies, Professional Services, Manufacturing & Distribution, Retail, Hospitality, Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Navigating the Complex Laws on Partnership Taxation, Tax Planning & Advisory, Transaction Planning & Deal Structuring, Business Advisory Services & Compliance, Multi-State Taxation
Background
As a trusted business advisor, we have the opportunity to help our clients succeed. Their success is our success, and that’s the most exciting part of our business. As a tax partner with an extensive knowledge of complex tax laws, Lynnel strives to be a valuable resource to her clients tax planning and strategies to maximize both short and long-term objectives.With more than 15 years of experience in public and private practice, her areas of concentration include strategic tax planning and compliance for corporations, partnerships, and affluent families and individuals. Lynnel is an expert in target allocations, layer cake allocations, 704(b) allocations, and partnership carried interests.Her experience encompasses many industries, which include a heavy focus on real estate, manufacturing and distribution, retail, hospitality, healthcare, professional services, and oil and gas.
Lynnel and her family live in Grapevine, Texas. Her hobbies include traveling, hosting gatherings with family and friends, and anything outdoors.