Chad R. Gall's Professional Profile

Chad is a senior manager 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

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
  • 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

Awards

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

Presentations

  • 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