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Todd Lively, CPA, is a seasoned tax professional with over 32 years of experience in tax accounting, financial planning, and mergers and acquisitions. He has held leadership positions at Southwest Business Consultants, Inc. and PwC, and has worked as a tax accountant at KPMG US. Todd holds a Master's Degree in Tax Law/Taxation from The University of Texas at El Paso and a Bachelor's Degree in Accounting and Tax from The University of Texas at Austin - Red McCombs School of Business.

Experience

    • President
      • 1992 - Present

      Consult on taxes, insurance, real estate, investments, and other business related matters.

    • CPA
      • 1989 - 1992
  • KPMG US
    • Dallas/Fort Worth Area
    • Accountant
      • 1986 - 1987
      • Dallas/Fort Worth Area

      Tax accountant

Education

  • 1987 - 1989
    The University of Texas at El Paso
  • 1982 - 1986
    The University of Texas at Austin - Red McCombs School of Business

Suggested Services

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Industry Focus. “Accounting.”

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