Overview
Bret is a certified public accountant and attorney. He concentrates his practice on tax planning and helping private business owners properly structure their business transactions to achieve their financial goals. Through his combined legal and accounting experiences, Bret brings an exceptional ability to design creative, yet practical, strategies for business owners.
Experience
He has a proven track record in working with clients in their tax planning strategies. Bret is highly skilled in working with business owners who face major decisions, such as selling or acquiring a business. He is adept at navigating challenges such as evaluating potential franchise ownership opportunities for a client and helping a large family-owned business develop strategies for business and tax planning to assure a sustainable future for generations to come.
Bret’s clients range from multi-generational, family-owned businesses to private equity-owned companies across a variety of industries. He advises clients on tax strategy, entity structure, contracts, and estate planning with a legal and financial perspective.
Education & Affiliations
Bret earned a Bachelor of Science in Accounting from DeVry University, a Juris Doctor from Washburn University, and a LLM in Taxation from the University of Missouri-Kansas City. He is a member of the following professional organizations:
- American Bar Association
- American Institute of Certified Public Accountants
- Kansas Bar Association
- Kansas Society of Certified Public Accountants
- Missouri Bar Association
- Missouri Society of Certified Public Accountants