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After graduating from Texas Christian University with a Bachelor of Business Administration Degree in Accounting in 1987, Keith D. Lair, CPA, embarked upon a career in public accounting by joining Arthur Andersen & Co. in Dallas, Texas. It was in those early years that he learned something critically important about being a professional in the service business that has become the cornerstone of his career – serve your clients well. He found out in his first days in the business that the accounting professional has an obligation and a duty not only to respond quickly to the needs of clients, but also to provide them with a final product that is both high quality and technically accurate. He learned that clients expect, and rightly so, a professional to be available, accessible and dependable. He learned early on to serve his clients well.

In 1995, Keith joined the Family Legacy group of companies and in 1997 became the President of Family Legacy Administration Services, Inc., a national provider of charitable trust and private foundation administration services. While in that role, Keith had the responsibility of running the day-to-day operations of the business, marketing and growing the firm, working with hundreds of clients and professional advisors all over the country, not to mention doing a few charitable trust and private foundation tax returns along the way. During that time, he prepared or supervised the preparation of over 2,000 such charitable returns.

Over the course of his career, Keith has provided hundreds of financial and legal advisors throughout the country with invaluable tax advice related to charitable tax cases and is highly sought after in providing tax counsel in the charitable giving arena. He has successfully represented numerous clients before the IRS and has significant experience in assisting clients resolve tax disputes with various taxing authorities. He has been a popular and frequent speaker around the country to various educational and professional groups on a variety of charitable tax topics. He is also a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

In 2004, Keith left Family Legacy and in 2005 launched Lair Administration Services, LLC. Why did he decide, at that point in his career, to start all over again? Simply stated – to serve his clients well. By engaging a third-party administration firm, a trustee or board member is putting their utmost in trust and confidence in that firm. When they hold a report or tax return in their hand, they want to know that the information in those pages has been accounted for by a professional CPA, someone experienced in charitable trust and private foundation accounting. They want to know that the behind the scenes accounting and tax work has not been performed haphazardly or by someone who does not have the requisite education, training and experience.

At Lair Administration Services, LLC we understand and concur with those expectations. Therefore, we do not cut corners. All of our clients’ accounting and tax compliance work is performed by individuals who are licensed CPA’s and who have experience, not only in the accounting profession but specifically in the charitable accounting field. As a result, we are serving our clients well.

Lair Administration Services, LLC works closely with trustees, board members and professional advisors to ensure that ongoing required distributions are made accurately and in a timely fashion. As a result, we are serving our clients well.

Lair Administration Services, LLC is a group of highly trained, experienced professionals who are here to meet the ongoing needs of trustees, boards and advisors in a dynamic and wonderful marketplace – a marketplace that can impact families and communities for years to come. As a result, we are serving our clients well.

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