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Timothy J. Callahan
Plus aucun poste en cours
Profil
Mr. Callahan, a member of the team with Covenant Wealth Advisors, has practiced law since 1974.
Although his practice now focuses on real estate, he has extensive experience representing businesses and business owners.
Besides tax planning for individuals and businesses, he has worked with clients on the sales of businesses, real estate and other significant asset transfers.
He has been awarded the Accredited Investment Fiduciary™ designation.
Mr. Callahan is a graduate of the University of Virginia (McIntire School of Commerce, emphasizing courses in finance, investments, economics, and accounting), and Catholic University School of Law.
He has spoken many times to lay and professional groups about estate planning topics.
Tim is a member of the Northern Virginia Estate Planning Council and the Christian Legal Society.
He has been included in Marquis Who’s Who in American Law, listed in Washingtonian magazine as area expert in estate planning, and has received the “av” rating from the Martindale-Hubbell Law Directory (legal ability “very high to preeminent”).
Anciens postes connus de Timothy J. Callahan
| Sociétés | Poste | Fin |
|---|---|---|
Covenant Wealth Management Ltd.
 Covenant Wealth Management Ltd. Investment ManagersFinance Covenant Wealth Management's investment approach is based on Modern Portfolio Theory. They often employ a passive strategy utilizing various index funds and/or ETFs. Covenant prefers mutual funds for the broad diversified exposure to targeted asset classes. The firm believes that equities should be a part of most long-term investors' portfolios to hedge against inflation. They invest in equities for long-term growth and appreciation. They also believe fixed-income securities (bonds, municipal bonds, TIPS, etc.) are an important component/asset class for most portfolios. The firm uses fixed-income securities to reduce overall portfolio risk and provide for short and intermediate financial needs. Covenant typically uses short and intermediate term fixed-income funds rather than long-term fixed income funds because they generally have less risk without a commensurate decrease in return. In the fixed-income asset class, cost control has a significant impact on performance and Covenant uses mutual funds that provide lower transaction costs and expenses due to economies of scale. Covenant gives strong consideration to mutual funds tax efficiency. Minimizing or deferring taxes can improve ones overall returns. For tax sensitive portfolios, they consider tax implication of securities selection and look for opportunities to minimize taxes through techniques such as tax loss harvesting. Where possible, Covenant uses index and other tax efficient funds in taxable accounts. Other funds and asset classes, that are less tax efficient, are often used in tax-deferred accounts such as retirement accounts and IRAs. | Conseiller Juridique Général | 31/12/2009 |
SYMX Corp.
 SYMX Corp. Electronic Equipment/InstrumentsElectronic Technology Provides medical equipment services and products | President | - |
| ACCENDRA HEALTH, INC. | Sales & Marketing | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Accendra Health, Inc.
 Accendra Health, Inc. Medical SpecialtiesHealth Technology Distributes medical and surgical products | Health Technology |
Covenant Wealth Management Ltd.
Covenant Wealth Management Ltd. Investment ManagersFinance Covenant Wealth Management's investment approach is based on Modern Portfolio Theory. They often employ a passive strategy utilizing various index funds and/or ETFs. Covenant prefers mutual funds for the broad diversified exposure to targeted asset classes. The firm believes that equities should be a part of most long-term investors' portfolios to hedge against inflation. They invest in equities for long-term growth and appreciation. They also believe fixed-income securities (bonds, municipal bonds, TIPS, etc.) are an important component/asset class for most portfolios. The firm uses fixed-income securities to reduce overall portfolio risk and provide for short and intermediate financial needs. Covenant typically uses short and intermediate term fixed-income funds rather than long-term fixed income funds because they generally have less risk without a commensurate decrease in return. In the fixed-income asset class, cost control has a significant impact on performance and Covenant uses mutual funds that provide lower transaction costs and expenses due to economies of scale. Covenant gives strong consideration to mutual funds tax efficiency. Minimizing or deferring taxes can improve ones overall returns. For tax sensitive portfolios, they consider tax implication of securities selection and look for opportunities to minimize taxes through techniques such as tax loss harvesting. Where possible, Covenant uses index and other tax efficient funds in taxable accounts. Other funds and asset classes, that are less tax efficient, are often used in tax-deferred accounts such as retirement accounts and IRAs. | Finance |
SYMX Corp.
SYMX Corp. Electronic Equipment/InstrumentsElectronic Technology Provides medical equipment services and products | Electronic Technology |
