LICENSED IN:
Texas
EDUCATION:
Pennsylvania State University
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Brad joined LGT in 1989. He spent three years as a Revenue Agent with the Internal Revenue Service before entering public accounting in 1982. Brad provides proactive tax planning and tax compliance services for individual, corporate and partnership clients. He also counsels clients regarding estate, gift and business succession planning.
Construction
Manufacturing/Distribution
Service Companies
Real Estate
Income Tax Planning and Compliance for Individuals, Corporations, Partnerships, Estates and Trusts
Estate and Gift Tax Planning and Compliance
Business Succession Planning
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
TEXO (Formerly ABC and QUOIN), Board of Directors—Member and Treasurer
American Subcontractors Association—Member
Construction Financial Management Association—Member
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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
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Healthcare Group
Dental Practice
Not-for-Profit
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Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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