Tax Experts Available as Filing Deadline Looms

Financial planning faculty can help heel-dragging filers avoid headaches.

Written by Cory Chandler

Three Texas Tech University financial planning experts can provide tips, tax advice and commentary for heel-dragging taxpayers as the April 15 filing deadline approaches.

John Salter is director of the Texas Tech Personal Financial Planning Division. He teaches retirement planning for the program and also serves as a fiduciary consultant for Evensky & Katz Wealth Management in their Lubbock, Texas office. (806) 742-5050 ext. 231 or john.salter@ttu.edu

Bill Gustafson,senior director of the Center for Financial Responsibility in the College of Human Sciences, helped found Texas Tech’s personal financial planning program. He has been involved with personal finance research for more than three decades and serves on the Board of Directors of the Academy for Financial Services, the Board of Directors of the International Foundation for Retirement Education and the Board of Directors for the New Mexico Project for Financial Literacy. (806) 742-9783 or bill.gustafson@ttu.edu

Deena Katz is an associate professor of personal financial planning and principal of Evensky & Katz LLC in Coral Gables, Fla., and Lubbock. She has been named one of the 25 most influential people in the financial planning industry four times by Investment Advisormagazine. She is a member of the Financial Planning Association board of directors and author of six books on financial planning and practice management topics. (806) 742-5050 ext. 237 or deena.katz@ttu.edu