Chad R. Gall's Professional Profile

Chad is a senior manager in the Family Wealth and Estate Planning group, lending his expertise to business owners and families on Roth IRA conversions, retirement planning, estate and trust planning and multi-state tax planning. In addition, his knowledge of Caseware software helps guide accounting and audit services throughout the firm.

Firm Info

  • Joined in August 2001
  • Promoted to supervisor in 2009
  • Promoted to manager in 2013
  • Promoted to senior manager in 2015

Specialties

  • Family Wealth and Estate Planning
  • Roth Conversion Analysis
  • Tax Planning and Compliance
  • Multi-State Tax Planning
  • Family Business
  • Employee Benefit Tax Consulting
  • Elder Care

Education & Certification

  • B.S. Accountancy, Southern Illinois University – Edwardsville
  • Certified Public Accountant, State of Missouri
  • Chartered Global Management Accountant

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Estate Planning Council of St. Louis
    • Board Member
  • International Foundation of Employee Benefit Plans
    • Member

Community Leadership

  • Young Friends of St. Louis Children’s Hospital

Presentations

  • Income Taxation of Trusts
    • US Bank, March 2013
  • Insights on Tax Planning for 2013
    • Valley Park Business Association, November 2012