Brian has been serving clients in the Birmingham area for more than 20 years. He provides estate and gift tax services, cash flow planning, reviews and compilations, succession planning, and tax compliance and consulting for individual, business, and fiduciary clients. As a Certified Valuation Analyst (CVA), Brian assists companies, their owners, and their legal counsel in valuing closely held businesses for estate and gift purposes, sales, and merger transactions. Brian’s industry specializations include professional services firms, oil and gas companies, and real estate entities.
Brian is a member of the American Institute of Certified Public Accountants (AICPA), the Alabama Society of Certified Public Accountants (ASCPA), and the National Association of Certified Valuation Analysts (NACVA). He also serves on the Business Council of Alabama’s Tax subcommittee. Actively involved in the community, Brian currently serves as a board member for the Hoover Athletic Association, treasurer for the School Ministries Alabama, and a deacon at Valleydale Church.
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
University of Alabama, Bachelor’s
3700 Colonnade Pkwy Ste 300 Birmingham, AL 35243