About the Speakers
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"What Business Owners Need to Know about Estate Planning" |
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Keith L. Davis, JD, MBA, LLM, CPA, Education
Experience Mr. Davis is the founding member of Davis & Associates, P.C. in Golden, Colorado. He has been an attorney for more than 20 years and is licensed to practice law before the Colorado Supreme Court, United State Claims Court, and United States Tax Court. Prior to practicing law, Mr. Davis practiced as a Certified Public Accountant with Coopers & Lybrand (now PriceWaterhouseCoopers) and held an executive position with a Fortune 100 company. Mr. Davis has also served as an adjunct faculty member in the MBA programs at American University in Washington D.C. and the University of Colorado at Denver. Mr. Davis concentrates his practice in the areas of wealth transfer and preservation. This includes general estate planning, sophisticated tax planning, charitable estate planning, private foundations, family limited partnerships, asset protection planning, exit planning, and business continuation planning. Teacher / Presenter Mr. Davis is an accomplished teacher and well-known speaker. He has taught a sixteen-hour continuing education course on estate planning to over 2,000 Colorado CPAs, Certified Financial Planners, and insurance professionals. Professional Affiliations
Personal Mr. Davis lives in Evergreen, Colorado with his wife, Ellen, and his two sons, Brian and Eric. 523 Park Point Drive - Suite 101 - Golden CO - 303-670- 9800 - http://www.davisassocpc.com James D. Evans, Attorney Jim is a Colorado native, born in Craig, Colorado and his family is now into their 5th generation. He attended college at University of Denver and graduated with a B.A. in 1974. He left Colorado temporarily to attend Georgia State University where he received his MBA in 1975 and a Master of Governmental Administration in 1976. From Georgia he headed to Texas where he received his Juris Doctorate in 1979 from the South Texas College of Law. He was admitted to the Colorado Bar Association in 1979. Jim has received an "AV Rating", the highest available from Martindale-Hubbel, and independent lawyer evaluation entity. These ratings are granted by peers and judges, and awarded only to attorneys who consistently provide service of the highest ethical standard and demonstrate a thorough knowledge of the law. Extremely involved with the community through the legal field, his parish, children's schools or civic organizations such as: Troop Leader for both Boy and Girl Scouts of America, The Jaycees, and the Optimist Club. He has helped as a Board of Education member at various local schools and has also been involved as a coach or official in youth softball, basketball, and swimming programs. Jim and his wife Diane have four children and are enjoying their first grandchild. |
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We look forward to meeting you soon.
Sincerely,
Ken Stiefler, CLU, ChFC, CExP™
President eXITS LLC