Experience Counts

Prior to joining the firm, Nancy was a senior tax manager with KPMG Peat Marwick in their Denver and Austin offices. Here at JBRT, Nancy provides tax compliance and planning expertise for individuals, fiduciaries, partnerships, corporations and not-for-profit entities. Her areas of focus include estate, gift and individual income tax planning and compliance, small business taxation, and compliance and consulting for tax-exempt organizations. Nancy also presents seminars on tax-exempt organization issues, including a continuing education course at Baylor University, Tax Law for Nonprofits. Outside of work, she stays active in the community, volunteering her time for a variety of causes, including the Cattle Baron’s Ball benefiting the American Cancer Society.

Education

Baylor University, Waco, Texas
BBA Degree in Accounting

Certification

Certified Public Accountant, licensed in Texas

Professional Associations

American Institute of CPAs
Texas Society of CPAs
Central Texas Chapter of the Texas Society of CPAs
Heart of Texas Estate and Gift Tax Planning Council

Community Involvement       

Cattle Baron’s Ball for the American Cancer Society, Banking Committee Chairman, Treasurer
Bosqueville Excellence in Education Foundation, Past Vice President of Finance
Texas Christian Academy, PTO Treasurer
Brazos Meadows Baptist Church, Member Finance Committee and Youth Teacher
REACH Therapeutic Riding Center, Treasurer

 Contact

Email: Nancy_Livingston@jrbt.com

Direct: 254-761-1671

Main: 254-776-4190