Family Business | Strategic Advisory & Legacy Planning
When Gregory Miller was referred to MGA in the early 90s, he had just taken over his parents’ company following his stepfather’s passing. Fortunately, his stepfather’s careful planning had already positioned Gregory to lead the business, but with so many moving pieces, he knew he needed steady guidance. That introduction to Russ Miller and the MGA team became the start of a relationship that has now spanned more than three decades.
Over the years, Gregory has continued to choose MGA for one simple reason: trust. From the beginning, he saw that MGA’s team didn’t just prepare taxes; they offered personalized, long-term advice that reflected an understanding of his goals, his risk tolerance, and his family’s needs. That honest, relationship-driven approach continues to guide their work today.
As Gregory puts it, “It’s more than just doing your taxes; it’s giving trusted financial advice and looking at the bigger picture. One example that the MGA team advised us on back in the day, which we subsequently implemented, was around a franchise tax. The Texas governor at the time wanted to dramatically change some of the laws, so Russ helped us change from a corporation to a general partnership to circumvent those taxes. You’re never going to avoid all taxes, but coming up with ways to minimize them and save where you can is something Russ has always done for us.”
That same forward-thinking strategy has shaped every stage of Gregory’s financial journey, especially when it comes to estate planning. After his stepfather’s passing, MGA helped continue that thoughtful planning process, offering creative approaches to manage his mother’s estate and minimize tax exposure. Russ and the team provided solutions that balanced structure, family goals, and long-term peace of mind.
“In the corporate world, a lot of our customers became our good friends,” Gregory says. “And that same attitude extends into the people that we do business with. You develop that friendship and trust, and it becomes an integral part of the relationship. So, in sitting down and discussing advice, you can bounce ideas off each other. You’re doing that with a person who isn’t just a vendor — it’s a trusted friend, and the advice is honest and meaningful.”
For Gregory, that sense of trust and open communication is what makes MGA indispensable. It’s not just about forms and filings; it’s about conversations that lead to confident decisions and strategies that protect what matters most. Knowing that his finances and estate are managed by people who understand both his history and his hopes gives him lasting comfort.
How MGA Supports Gregory Miller:
- Comprehensive tax and estate planning with a personal, strategic approach
- Creative tax minimization and business structure strategies
- Trusted advisory built on a 30-year relationship of honesty and collaboration
For Gregory Miller, MGA is more than an accounting firm. We're a trusted advisor, a sounding board, and a steady partner helping him preserve both his business and his legacy.
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