Samuel H. Tannebaum, PFS, AEP
Director of Strategic Relationships
"Planning without action is futile. Action without planning is fatal."
Sam Tannebaum has four decades of public accounting experience assisting his clients in reaching their financial goals. As a business advisor to entrepreneurs and small business executives, he adds value to their businesses and improves their profits. His combined knowledge and experience in personal and business tax planning, business management, and strategic planning enable him to plan comprehensively for the individual and his or her business. He is active in various professional and civic organizations and has lectured extensively in the areas of tax and estate planning.
EXPERIENCE - More than 40 years
- Senior Partner - Weaver and Tidwell, L.L.P.
- President and CEO - Tannebaum Bindler + Company, P.C.
EDUCATION
- Bachelor of Business Administration, Accounting, University of Oklahoma; graduated with special distinction
- Earned the PFS designation from the AICPA, recognizing his experience and knowledge in personal financial planning
- Earned the Accredited Estate Planner designation from the National Association of Estate Planners
AFFILIATIONS
- Member and Past President - Dallas Chapter of Texas Society of CPAs
- Member and Past President - Dallas Estate Planning Council
- Past President - National Association of Estate Planning Councils
- Treasurer - Mental Health Association of Greater Dallas
- Member - Advisory Council of the Communities Foundation of Texas
- Member and Former Council Member - American Institute of CPAs
- Member and Former Board Member and Officer - Texas Society of CPAs