Tax Shareholder

As a tax shareholder in the Overland Park office, Bret’s strength is working with owners who face major business decisions such as selling the business, acquiring another business and complex transactions that often require big picture strategies with very specific tax planning. He enjoys the challenge of helping clients envision their picture of success and crafting specific tax and business strategies to help them achieve their goals.

Bret’s education and experience as a former practicing attorney helps him understand complicated legal business structures so he can avoid potential blind spots that other CPAs can easily miss. And he’s adept at working with unique challenges such as evaluating potential franchise opportunities for a client and helping a large family-owned business develop tax and business strategies to plan 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.

Professional:
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

Education:
Bret holds a BS in Accounting. He also earned a Juris Doctorate from Washburn University and an LLM in Taxation from the University of Missouri-Kansas City.

Personal:
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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