Treasury Released New Safe Harbor and PPP Repayment Extension to May 18
In recent weeks, there have been concerns by several companies that applied and received money from the first…
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Working as hard as you do
All Advisors
Chad R. Gall, CPA/CGMA, TEP, AEP
Principal + Tax (314) 655-5572 | Email ChadSpecialties
- 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
Professional Profile
Chad is a principal 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. 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.
Education & Certifications
- 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
- Certified Public Accountant (CPA), State of Missouri
- Chartered Global Management Accountant (CGMA)
- B.S. Accountancy, Southern Illinois University – Edwardsville, IL
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
- The Rainmaker Academy
Community Leadership
- Young Friends of St. Louis Children’s Hospital
