Leadership

BennettRichardson
Bennett Richardson
Tax Principal

Bennett Richardson has significant public accounting experience advising and serving high net worth families in the areas of wealth transfer planning, strategic income tax planning, asset protection planning and tax return compliance.

Bennett is extremely knowledgeable on the issues facing high net worth families in today’s dynamic financial environment.  His knowledge in individual income, fiduciary income, estate, gift and generation-skipping transfer allows him to develop specialized solutions and strategies for his clients that meet both short and long term goals and objectives.

Professional Certifications

  • Certified Public Accountant (CPA)

Professional Organizations

  • American Institution of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TXCPA)
  • Dallas Estate Planning Council
  • Estate Planning Council of North Texas

Education

  • B.S.B.A. in Accounting, East Carolina University

Professional Experience

  • Whitley Penn, Plano Office (July 2019-Present)
    • Tax Principal
  • Montgomery Coscia Greilich LLP
    • Tax Director (Jan 2014 – July 2019)
  • Lane Gorman Trubitt PLLC
    • Director, Estate, Gift & Trust Planning Group (Jan 2008 – Oct 2013)
  • AXA Advisors
    • Financial Consultant (1993 – 2008)
  • Acordia Benefits of Texas
    • Vice President & CFO (1990 – 1993)
  • Reserve Life Insurance Company
    • Vice President of Finance and Assistant Treasurer