January 27, 2022 – Tax Updates and Gift Planning Strategies for 2022

January 27, 2022 @ 12:00 pm – 1:00 pm
Rhonda Patterson

Tax Updates and Gift Planning Strategies for 2022

January 27, 2022

Join us as Ms. Linda McCoy and Mr. Steve VanNorstrand with our friends at Goodman Financial provide information about the 2022 Tax changes and some strategies for our donors. While Build Back Better legislation is still being discussed by congress, there are some current changes we need to be aware of. Happy New Year and looking forward to this very important presentation.


Steven J. VanNostrand, CFP®
Senior Financial Advisor

Current Role and Professional Background:
As Senior Financial Advisor, Steve works directly with clients, addressing their financial planning needs. He also oversees client relationships and assists other team members with more complex financial advisory issues. Prior to joining Goodman Financial, Steve was a wealth management advisor at TIAA for five years. Before that, he spent six years at Chase Bank and Bank of America in both branch management and client relationship management roles. He has over 11 years of experience in the financial services industry.


  • Bachelor of Arts, Psychology, University of Virginia, 2002


Linda McCoy, CFP®, CMT
Chief Client Officer

Current Role and Professional Background:
As Chief Client Officer, Linda’s responsibilities include overseeing the firm’s Financial Advisory Team and the execution of the client experience. In addition, she oversees Financial Advisory Team projects and initiatives while contributing to the strategic thinking and execution of the firm’s vision. Prior to joining Goodman Financial, Linda was a top industry speaker and Investor Education Instructor with TD Ameritrade. Most recently, she was a Branch Manager leading Client Service and Financial Consultant professionals, consistently delivering a best-in-class client experience through goals-based financial planning and personalized solutions for clients. Linda has over 20 years of leadership experience in the financial services industry, in the areas of strategy, client relationship management, product and service development, and global implementation.


  • Master of Business Administration, University of California, 1992
  • Bachelor of Business Administration, Arizona State University, 1982, Summa Cum Laude
  • CBA’s Graduate School of Retail Bank Management, 1999, with Honors
  • Chartered Market Technician

Affiliations, Current and Past:

  • Member, Market Technicians Association (2009 – Present)
  • Member, Financial Planning Association (2021 – Present)
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