Keel Point
Bart Massey is a Family Office Tax Accountant at Keel Point. Bart has a background in tax law analysis, legislative advising, and tax policy monitoring. Bart has worked in various capacities at different organizations, including Bloomberg Industry Group, IRS, United States Senate, Deloitte National Tax, and Tax Analysts. Bart holds a Bachelor of Science in Accounting and Finance from Auburn University.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.