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McClure, PhD, CPA


The firms’ mission statement is to provide personal financial, tax, estate and business planning to high net worth individuals, growing and emerging businesses and their owners, nonprofit organizations, and other professionals not limited geographically, and maximizing the use of cutting edge technology.

McClure was a charter member and former chair of the Exempt Organization section of the Dallas Key District Employee Plans and Exempt Organization Council. He remains a member of the Advisory Board of Community Foundation of Texas, a former member of the Board of Directors of Charitable Accord, past Chairman of the Board of Trustees of the Christian Community Action Foundation, and a member of the governing boards of other charitable entities in Plano, Texas, and Washington, D.C. For many years, Ronnie was a contributing author to the 990 Deskbook published by Practitioners Publishing Company of Fort Worth.

Trans generational wealth transformation is a process in which family values, identity, philosophy, goals, and objectives are incorporated into production, accumulation, preservation, protection, sharing, and transmission of family assets and liabilities across generational boundaries. Wealth transformation is changing a static accumulation of assets into a force to consecrate and perpetuate for generations to come currently defined and agreed upon family identity and values.

The Company helps their nonprofit clients in organizing themselves to meet the stringent requirements for tax exemption, filing applications for recognition of tax exempt status, determining their private foundation status, operating in a manner to maintain their favored status, and in filing their annual information and tax returns. They counsel their clients on compensation, unrelated business income, personal benefit, legislative activities, conflicts of interest, and other matters of concern unique to nonprofit organizations.

The Company objective in this area of their practice is to help their nonprofit clients comply with federal and state tax laws so that management's attention can be devoted exclusively to carrying out their important good works. Their goal is to provide lasting solutions as frequently or infrequently as necessary for your specific business. They understand small businesses and know that their needs are often times as unique as their owners. With this in mind, they also maintain a referral network of professionals in various fields that are of importance to small businesses and their owners, so that their clients can receive top notch service in all areas of expertise.

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