Chad R. Gall's Professional Profile

Chad is a principal in the Family Wealth and Estate Planning Services Group, lending his expertise to business owners and families on Roth IRA conversions, retirement planning, estate and trust planning and multi-state tax planning. He also works on 5500s for employee benefit plans. 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
  • Promoted to principal in 2020


  • Family Wealth and Estate Planning
  • Roth Conversion Analysis
  • Tax Planning and Compliance
  • Multi-State Tax Planning
  • Family Business
  • Employee Benefit Tax Consulting
  • Elder Care
  • Employee Benefit Plans
  • 5500s

Education & Certification

  • B.S. Accountancy, Southern Illinois University – Edwardsville
  • Certified Public Accountant, State of Missouri
  • Chartered Global Management Accountant
  • Registered Trust and Estate Practitioner (TEP), awarded by the Society of Trust and Estate Practitioners
  • Accredited Estate Planner (AEP), awarded by the National Association of Estate Planners & Councils

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Estate Planning Council of St. Louis
    • Board Member
  • Society of Trust and Estate Practitioners
    • Organizing Committee Member
  • International Foundation of Employee Benefit Plans
    • Member
  • The Rainmaker Academy
    • Member

Community Leadership

  • Young Friends of St. Louis Children’s Hospital


  • Top Estate Planning Professional
    • St. Louis Small Business Monthly, March 2018


  • Year-End Tax Planning
    • Financial Planning Association of Greater St. Louis, November 2017
  • Income Taxation of Trusts
    • US Bank, March 2013
  • Insights on Tax Planning for 2013
    • Valley Park Business Association, November 2012