Overview
As a tax partner, Bart’s experience, integrity, and practical approach to solving complex tax problems have made him a coveted long-term partner for clients in his purview. He works closely with high-net-worth clients, real estate owners, operators, and developers, as well as physicians and medical practice administrators. Prior to joining Aprio, Bart was a partner with Squire, Lemkin & Co., LLP for nearly 17 years.
Experience
He has deep experience providing clients with comprehensive income tax planning, partnership taxation, and tax structuring services. Adept at maximizing tax savings and resolving disputes, Bart’s review of another accountant’s state tax treatment of a family real estate partnership resulted in a sales transaction that saved the client more than $360,000.
Education & Affiliations
Bart earned his Bachelor’s in Commercial Science from Benjamin Franklin University. He is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
Insights
