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Chris Bixby, EA, CFP®

 

Chris, a relationship manager with Key Private Bank, is responsible for providing wealth advice and direction to clients within KeyBank. Prior to joining KeyBank, Chris served the tax, financial and investment needs of over 400 families at Bixby & Associates Financial Solutions in Williston, VT. Specializing in retirement planning, risk management, and tax planning, Chris has more than fifteen years of financial planning experience. He is a CFP® practitioner and an enrolled agent licensed to practice before the IRS. In addition to being an instructor for the National Association of Tax Professionals, Chris speaks at NATP Chapter events and is a contributing author for Landgrant University. He has also taught for the University of Vermont Tax Extension School, Champlain College, and the H.D. Vest Financial Planning Institute. Chris has an M.S. in administration from St. Michael’s College in Colchester, VT, and a B.S. in finance from Bob Jones University in Greenville, SC. Born in Elche, Spain, Chris now lives in Renton, WA.

 Available Courses

 

 

Disposing of a Business Asset - Available MayC Corporations;Individuals;LLCs;Partnerships;S CorporationsOn Demand Webinar Course22220Registration will be available in late May
1040 Workshops - South Bend, IN - October 19-20, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Oct 19 - 20
1040 Workshops - Lansing, MI - October 21-22, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Oct 21 - 22
1040 Workshops - Bay City, MI - October 23-24, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Oct 23 - 24
1040 Workshops - Jacksonville, FL - Nov 30-Dec 1, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Nov 30 - Dec 1
1040 Workshops - Hilton Head, SC - December 2-3, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Dec 2 - 3
1040 Workshops - North Charleston, SC - November 4-5, 2015Ethics;IndividualsLive Workshop88886Both Days of 1040 Workshops, Dec 4 - 5
Schedule A Deductions WebinarIndividualsLive Webinar Course22220Wednesday, October 28 at 3 p.m. ET / 2 p.m. CT / 1 p.m. MT / 12 p.m. PT
Basics of Individual Foreign Taxation WebinarIndividualsLive Webinar Course22220Tuesday, November 10 at 3 p.m. ET / 2 p.m. CT / 1 p.m. MT / 12 p.m. PT
Schedule A Deductions - Available NovemberIndividualsOn Demand Webinar Course22220Registration will be available in mid November

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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