David Byers elected Chairman of Board of M Financial

David Byers elected Chairman of Board of M Financial

Capital Strategies Group is pleased to announce the election of David F. Byers, Jr., Managing Principal, as Chairman of the Board of M Financial Holdings Incorporated (MFH) and M Financial Re. M Financial is the leading life insurance distribution, service, and...
David Byers Speaks at AALU/GAMA Annual Meeting

David Byers Speaks at AALU/GAMA Annual Meeting

David Byers, Managing Principal Capital Strategies Group joined Jeff Richetti for a Break-out Session on the virtual mainstage September 15th to discuss today’s favorable gift and estate tax rates, and how to prepare for the future. David reviewed several case studies...
The 2019 Maestro’s Ball

The 2019 Maestro’s Ball

The 2019 Maestro’s Ball, the largest annual fundraising event for the Alabama Symphony Orchestra, was hosted by John and Molly Carter on Friday, September 6.   The ASO and Maestro Carlos Izcaray took the audience on a musical journey to Paris, exploring the romance,...
ACTEC Opening Day 2019

ACTEC Opening Day 2019

Capital Strategies was again the lead sponsor of the ACTEC event in April 2019.  Richard Douglas, Will Worrell, Harrison Jones and Will Walker of Capital Strategies enjoyed the Memphis skyline at the 2019 Southeast Regional ACTEC meeting. We look forward to New...

Switch Dollar and the Power of Deferral

David Byers and Hudson Williams both of Capital Strategies, and well-known author Larry Brody, recently authored “Switch Dollar and the Power of Deferral”, which appears in the April, 2018, edition of Trusts and Estates magazine. Link...