Tax Shareholder

As an attorney and a CPA, Bret gives his clients the best of both worlds. Advising his clients on tax planning strategies, Bret offers alternatives to avoid negative consequences for complex issues such as estate planning, transactions, and contracts. Bret provides practical, common sense advice to family businesses and he does not believe in a one-size-fits-all approach. 

“Every client is unique, with their own set of issues and opportunities,” says Bret. He establishes trust early by eliminating jargon and speaking to his clients at their comfort level.

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

BS, Accounting
DeVry University
Juris Doctorate
Washburn University
LLM, Taxation
University of Missouri-Kansas City

Outside the office, Bret enjoys teaching his son and daughter valuable life skills – don’t be surprised to find him under the hood of a car with one of them by his side. He and his wife enjoy vacationing in warm weather climates with their children.

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